Project Management for RIMI - GKC ARMA

Project Management for RIMI - GKC ARMA

PROJECT MANAGEMENT FOR RIMI - Adopting a Raccoon 1 AGENDA - Project Management Stages Branding Team/Resources Steps in RIMI Project

Summary 2 Project Management Stages 1. Project conception and initiation 2. Project definition and planning 3. Project launch or execution 4.

Project performance and control 5. Project close - 3 Branding - 4 Communication

Email Face to Face Newsletter Departmental Meetings Posters - 5 Change is HARD Keep it Small Keep it Simple

Keep it Fun - 6 Project Team / Resources RIM CRM EDRMS Reserve IT PM ECM BA DEV Reserve External Services

Consultants EDRMS Software Development ECM - *Expected Hard Limit of 220 Days/Year/Person 7 Steps in RIMI Project Step 1 - Project Governance Step 2 - Corporate Policies Step 3 - Enterprise Adoption Plan Step 4 - Plan/Strategy Step 5 - Records Foundation

- Step 6 - RIM Administration Step 7 - Business Procedures Step 8 - Repository Governance Step 9 - Declaration Step 10 - Validation Step 11 - End User Training Step 12 - Pilot 8 Project Phases Project Governance Weekly Team Meetings (estimate 40-60 days depending upon length of project) - RIM XX Days

- IT XX Days Corporate Policies Make Decisions, Draft Policy, Get it Approved (estimate based upon how quickly your organization processes) - RIM XX Days - IT XX Days Educate on/Disseminate the Policy (estimate 7-10 days) - RIM X Days - IT X Days 9 Enterprise Adoption Plan Execute Enterprise Adoption Plan (plan for no less than 14 days) - RIM XX Days - IT XX Days

Plan and Strategy - Project Functional Specs (Bi-Weekly) (estimate based upon length of project) - RIM XX Days - IT XX Days - External X Day Project Planning + GANTT update (work with your PM to get these estimates) - RIM XX Days - IT XX Days - External XX Day 10 Records Foundation

Make File Plan EDRM Ready (Estimate based upon condition of existing plan) - RIM XX Days - External SS Day File Server Legacy Migration (Estimate 2-5 days) - RIM XX Days - IT XX Days Build Cost Schedule Index (Estimate total of 10-20 days based upon organizational comfort) - RIM XX Days - IT XX Days - External XX Days Physical Records Configuration (if these are included) - RIM XX Days - External X Day 11

RIM Administration Vendor Product Training (Estimate 3-5 days depending upon vendor) - RIM XX Days - IT XX Days - External XX Days - 3rd Party RIM Admin Training (Estimate 3-5 days depending upon vendor) - RIM XX Days - IT XX Days - External XX Days RIM Admin Self-Training (estimate 7-10 days) - RIM XX Days - External XX Day Train Back-up RIM Admin (estimate 5-10 days) - RIM XX Days

12 Business Procedures Define/Conduct SOPs (Estimate 5-15 days depending upon level of existing documentation) - RIM XX Days - IT XX Days - External XX Days Repository Governance Metadata Mapping (Pilot Group) (Pilot size will impact estimates 2-5 days) - RIM XX Days - - IT XX Day Configure SharePoint (Pilot Group)

- RIM XX Days - IT XX Day Repository Governance Plan Oversight Committee Meetings (estimate dependent upon frequency and productivity of committee meetings) - RIM XX Days - IT XX Days 13 Declaration Build, Test, Deliver RBR Rules (Pilot) (Estimate based upon vendor) - RIM XX Days Install and Configure Email Integration (Pilot) (Estimate based upon vendor) - RIM XX Days - IT XX Day Validation

Confirm System Performance Validations (36) (Estimate based upon number of SPVs and efficiency of IT 7-15 days) - RIM XX Days - IT XX Days - External XX Days 14 End User Training (All estimates should be based upon available training resources WaterOne has a dedicated education specialist in HR) Develop Course Content (10-15 days) - RIM XX Days - IT XX Days - External XX Days - Course Materials Configure Training Facility and System (10-15 Days) - RIM XX Days

- IT XX Days - External 10 Days Install and Configure Email Integration (Pilot) (3-5 Days) - IT XX Days - 15 Pilot Conduct 30-day Pilot (Estimate is dependent upon size of pilot) - RIM X Days - IT XX Days - External XX Days - 16

Summary Current Projected RIM 212 days CRM 69 Days EDRM 143 Days IT 228 days PM 75 Days ECM 110 Days BA 33 Days Dev 10 Days External 91 days

Users for Pilot 16 days - 17

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