March 2, 2009 Report

What I did

• 3 eFECS questions (one re: how to get access, the other re: faculty not being searchable)
  
• combined responses for "compliance bug" and sent to developers (approx 30 people's requests input)
• planning for beyond rollout
• Reviewed queries e-learning and provide verbal feedback to Jerrica
• Planned for removal of most of our excess furniture (will need to find a home for our extra desks
• Sent proposed Biennium Close Communications sub-team agenda to Donna & Pramilla
• Rec'd feedback from Erick Winger re: biennium close training objectives
• On group email for 1 week
• Attended time management class
• Provided feedback regarding March Newsletter
• Taught FFR class (all-day)
• Cancelled a few transactions training classes
• Planning/redistributing work while Puja is in India
• Added "system down" message early Sunday morning
  

What I'm hoping to do

• Finish adding MyFD activities to the strategy map
• follow up with those who haven't filled in spreadsheet completely (ask Ted if he'd like to do this, or if we can do it on his behalf) Sort of nervous about enforcing compliance when it's not really our role to be compliance experts
  
• reschedule one-on-ones
• Meet w/ FFR team to strategize on how to deliver the class more efficiently/effectively
  
• Pack up desk stuff and clean up office space for move on 3/9
  
• Show RaeAnn how to blog
• Need to fix "benefit" budget spreadsheet (items ended up not matching up with existing data)
• update Fastrans Area Codes in MyFD Glossary (200 entries)
  
• Send notes re: LEAD Retreat, sub-group focus and next meeting details
• Make sure Cheryl gets the proposed Spring Leader's Quarterly agenda (to share with Ann & Sue)
• Meet with Susan Aaron Moller re: FFR and see if she can attend our post training meeting (to talk about what course changes will need to be made in light of budget sensitivities)
• Pull together monthly stats for Charles/Melissa
• Reschedule retreat
• Review i:drive files for JK
  

Issues

• Short week last week-out for all day training then was out for 1/2 day due to snow/kids school being cancelled.
• 
  

Development

February 23rd Report

What I did

• LEAD Team Retreat (co-lead all day retreat, took notes, facilitated Leader's Quarterly planning discussion)
• Lead review of FFR Materials with Financial Accounting, GCA and Purchasing.
• Sent eFECS proposed support structure of phase II to Jerrica and Puja
• Worked with Travel Office on hands-on training classroom options
• Asked group to have their top "pinch point" sent to me by 3/2 so I can get them to Cheryl
• Emailed Puja and Jerrica eFECS triage structure
• Check-in w/ Charles & Melissa
  -reducing class offerings, especially those with a cost associated with them
  -shared statistics (really helped Melissa and Charles understand what's going on with our team)
• Sent recognition to two copy center staff (Jake & Ferris) for the great customer service experience (copied Katy Folk-Way on message)
• 
  

What I'll do

• Finish adding MyFD activities to the strategy map
• Review queries e-learning and provide feedback to Jerrica
• Show RaeAnn how to blog
  
• Obtain final proposal for furniture installation cost, see if MAA wants any of our old furniture & contact Surplus so they can collect the remaining items
• Send notes re: LEAD Retreat, sub-group focus and next meeting details
• Make sure Cheryl gets the proposed Spring Leader's Quarterly agenda (to share with Ann & Sue)
• Send proposed Biennium Close Communications sub-team agenda to Donna & Pramilla
• Check with Erick to see if he has ideas for biennium close training objectives
• Meet with Susan Aaron Moller re: FFR and see if she can attend our post training meeting (to talk about what course changes will need to be made in light of budget sensitivities)
• Cancel one of each type of training class in march
  

Issues

• Need a back up for group email on 2/25 since I will be teaching FFR all day
• Attending a course on Time Management on Thursday 8:30-12:30
• 
  

Development

February 16th Report

Activities from week of 2/9/09

• Finished booking what rooms I could for biennium testing (didn't add Jerrica to invites because she'd indicated that she wanted to test on her own)
• Added calendar appts to remind myself to send out class reminders (only did it if I was scheduled to be the lead trainer)
  
• Prepared for all day LEAD team retreat
• Rescheduled MyFD Retreat for March 10th. Also set up time to meet with Cheryl on 3/3/09 to review agenda and current "pinch points"
  
• Eliminated at least 200 emails from personal email inbox
• Worked with Erin Fay regarding business rule change for EIO fabrications (she will need to work with MAA & Financial Accounting if the rule should change. Also reminded her that anyone with Restricted Expense Central Office authorization can submit these types of transfers)
  
• Emailed Jerrica and Puja completed January stats for
• -No-show rate (including capacity utilization)
• -Group email/phone stats
• Revewing reactionnaire stats
• Emailed Susan Aaron Moller to see if they have a training needs assessment we can use for biennium crossover testing
• Attended:
• -Leader's Quarterly
• -Developing Extraordinary Leadership
• -Biennium Close Business Rule Meeting (forwarded decision document to Jerrica and
  Puja for review)
  

Things to do during week of 2/16/09

• Look at enhancement list from November (sent by Jelena). Decide if they're still enhancements/issues
• Presenting "weekly stats" blog at SMG meeting (does Puja want to present this?)
• Present Charles and Melissa with group stats (first of this sort of meeting)
• Learn about new MyFD Budget with Melissa & Charles
  
• Discuss hiring another person w/ Melissa & Charles
• Meeting with FFR Group to prep class for 2/25
• Obtain latest and greatest triage structure from Gwen/Lisa
• Send eFECS support plan proposal to Jerrica & Puja. This provides the reasoning as to why MyFD will help with the support of eFECS
  

Issues related to accomplishing goals

• Very short week with lots of meetings and 1 day of vacation time. Not much time to get big stuff done.
  

Development/Schedule items

• LEAD Team retreat all day Wednesday
• FDI Core & CS/MB on Tues afternoon
• Out on Friday (kids don't have school this entire week)
  

Dawna needs to let you know/discuss:
-Update regarding budget cuts (what we learned during Leader's Quarterly)
-Work from home policy that Strategy Management uses
-Please make sure we're not duplicating group email numbers
-Closed biennium transfers (escallation path)
-Need to reschedule time to talk about newsletter topics
-would like to know where we are with e-learning (queries & submitter tutorials)
-Do we have time set aside to talk about the MyFD Help Pages? (JK was to set up time)

February 9, 2009

Activities from last week

1. Created stats for January
   
   
   
   
   Group email:

2. Access	DSC Reports	Enhancement	Other	PCA	Queries	Reports	Training	Transactions	(blank)	Grand Total
   30	3	8	7	7	26	30	90	69	5	277

1. No show rate

   	Lecture	Hands-on	Administrator
   Registered	53	54	99
   Attended	50	51	53
   % No show	6	6	46

2. Number of trainings delivered
   5 Administrator
   2 Lecture
   6 Hands-on
3. Set up check-in meetings for CS Team/Melissa for the 2nd Wednesday of the month, March through December
4. Working with Jelena re: last TT item
5. Continuing to explore needs assessment questions for Biennium Close Training
6. Spoke to Michelle Lynch re: furniture. Meeting with Eric from MBI to discuss the space planning for our office.
7. Created the now show Excel document & figures
8. Talked with Christi Chapman, and the eFECS crew (Lisa, Gwen, Mike Anthony & Suzette) regarding the proposal for MyFD's involvement with eFECS during phase II.
9. Stats for Charles/Melissa meeting completed
10. Taught 3 classes (2 administrator & one lecture)
11. Working on EDP with Mentor
12. Supported/encouraged Jerrica to work from home so she could have quiet time to work through her queries/pca goals
13. Picked up copies for Hands-on/Lecture, Administrator and laminated budget cards
    
    Goals for this week
    

1. Finish booking SFS room for Biennium testing
2. Set up meeting with Melissa to discuss which project items will continue to be paid for on her budget (a portion of her budget is being transfered to MyFD. Michelle is working on getting a new budget number created)
   
3. Look at enhancement list from November (sent by Jelena)
4. Prepare for all day lead team retreat
5. reschedule MyFD Retreat
6. Eliminate at least 200 emails from personal email inbox
7. Chat with Erin Fay regarding business rule change for EIO fabrications
8. put personal reminders on calendar to send out class reminder to students
9. add % capacity vs. actual enrollment #s
10. Removed 2 administrator trainings from April
11. Contributed topics for February Newsletter
    
    

Issues related to these goals

1. 
   

Development/Other items

1. Development Class: Developing Extrodinary Leadership (a follow up class to the Extraordinary feedback class I took a while ago)
   
2. MEETINGS: Leader's Quarterly, Biennium Close Business Rule Meeting
3. Team building: Fare Start
4. Wednesday, in late (out from 8:00-11ish for Board Meeting)
5. Friday, work from home
   

Week of February 1, 2009

Activities from last week

1. Bravo award & americanos given to Puja and Jerrica for their Training efforts at Bothell
2. Canceled Tower auditorium and instead booked Electrical Engineering, room 403, for the lecture trainings
3. Updated Google Calendar w/ new room location for lecture classes (now reflects new rooms)
   
4. Notice sent to trainees registered for 2/11 class (hands-on class was canceled due to lack of computer classrooms - the room we'd originally booked needed to be used for an academic class)
5. Completed "V'ella" document for Charles check-in w/her
   
6. Budgetary figures, for using the excess Tower furiture, were forwarded to Michelle Lynch
7. Budget # cards were sent to copy services (the card used for training classes)
8. Scheduled team lunch for 2/12/09 at Fare Start (in lieu of Theo Chocolate Tour)
9. Copy request sent to Copy Services for Administrator and lecture/hands on training
10. updated Administrator training with new process flows and updated Website screen shot
11. Began using Jerrica's suggested meeting format (reviewing weekly stat report in one meeting and setting up a separate meeting to work through group training activities)
12. Began using Puja's suggested Weekly Status Meeting format via Blogger.
    

Goals for this week

1. Reschedule CS/MB Check-in. 2/3 won't work because it conflicts with a meeting that's on Melissa's calendar.
2. On group email this week
   
3. Close out TT items - follow up to see if item #265 can be tested in test system
4. look into creating needs assessment for biennium close - what would users like to see in training
5. Finish booking SFS room for Biennium testing
6. Follow up with Michelle Lynch re: funding for furniture
7. Create spreadsheet to track attendance/no-shows so we don't have to keep the paper copies after each class.
8. Meet with Christi to talk about eFECS approach for future phases
9. Set up meeting for Lisa/Mike Anthony so we can talk about roles/responsibilities for future eFECS phases
10. Pull monthly metrics for Charles/Melissa check-in
    -No show rate by class type
    -Call/email volume broken out by topic
    -# of classes delivered
11. Look at enhancement list from November (sent by Jelena)
    
    

Issues related to these goals

1. 
   

Development/Other items

1. TRAININGS: 2/3 Lecture, 2/4 Gig Harbor, 2/5 Administrator
2. MEETINGS: FINPIT, eFECS Planning for Phase II, Mentoring Meeting