High-leve Design Vision Prioritization & Roadmap
Task management list with Gannt chart for all Designers involved in the project/program including other Lead Designers. Thru Update Requests, I received updates (real-time) to key rows in a sheet from any collaborator, whether or not they have a Smartsheet account.
Card View by Designer showing tasks assigned, who is over-allocated, days to complete, and so on. Card view, based on the agile project management method, gives individuals and teams a highly visual way to work.
Onboarding checklist for those new Designers or those getting reallocated to the project. Links provide details to the components list, program map, current prototype, breakdown of DA tasks on the project,and so on.
Managed recurring bi-weekly meetings with the entire Design Studio Leads. Coordinated agenda items, topics, alert reminders. Every two weeks, Design Leads got together to train each other on new tools, respective projects they are working, process improvement, conferences/training attended, lessons learned and overall sharing of information and problem resolutions.
I created a web form thru Smartsheet, which is a very simple 'ask' for agenda items/topics of discussion during our Leads meeting. A tool to effortlessly collect any kind of information, and can immediately take action and collaborate, track, and manage the data I collected.
During components development, request for design prototypes come from many different places and from many different people. This is a comprehensive list of type of requests, requested by, Designer assigned, priority and progress.
Prototype tracker by Card View - same information sliced a different way (by component type such as Student Edition, Teacher Edition, Decodables, etc.)
I created a web form thru Smartsheet that automically updates the master Prototype tracker upon submission of this request form.
User research/testing checklist & planning. It outlines tasks 3 weeks out, all the way to day-after testing, as well as outlining Due Dates and Designers Assigned.
User research/testing checklist & planning - in Card View that outlines what's been completed, in-progress and what's blocked.
For every usability testing conducted, I created a Participant List which outlines the day/time schedule, what device they are testing on, their experience level, contact info, and who's playing the Moderator/Technician/Entertainer role for the test.
User research/testing Participant List - Card View outlining how many and who is coming in what day.
Planning for Focus group and marketing materials. Outlines who is responsible for delivering final artifacts and by when.
Vendor Mgmt - Statement of Work (SOW). Submitted to Vendor Relationship Mgr to request bid from vendor. Internal Designers work with external vendors during production mode.
Vendor Mgmt - Statement of Work (SOW). Submitted to Vendor Relationship Mgr to request bid from vendor. Internal Designers work with external vendors during production mode.
Vendor Mgmt - Confirm milestone met by vendor and approve final authorization of invoice.
Budget_Overall Capital Process
Budget_Budget Process Overview
Budget - request to Finance for number of print pages and preferred vendor. This became part of the Capital Authorization Presentation (CAP) Approval.
Budget - Description of print design tasks. This became part of the Capital Authorization Presentation (CAP) Approval.
Budget - request to Finance for number of digital pages and preferred vendor. This became part of the Capital Authorization Presentation (CAP) Approval.
Budget - Finance Request By Design Tasks (based on page count and screen count). This became part of the Capital Authorization Presentation (CAP) Approval.
Budget - request to Finance for internal and external Design resources. This became part of the Capital Authorization Presentation (CAP) Approval.
Scope - Master Build List. Outlines all the components we will be building, in what form, if it has had Stakeholder sign off, and detailed specifications of each component. Updated on an on-going basis in collaboration with Lead PM, Lead Learning Architects, Lead Visual Services, Audio/Video team and so on.
Communication - Program Weekly Check-in/Updates represented by multip-discipline.
Communication - Functional Groups Weekly Check In Updates.
Communication - Recurring Meetings to communicate with internal Design team and the rest of multi-disciplinary groups.
Concept-To-Create Framework. The program was a K-5 Reading program built entirely from scratch. It utilized the Content 2.0 Framework, as well as tools like Habitat, One CMS and a new platform.
Concept To Create - Initiate phase. In-person, kick-off workshop in Chicago with functional group.
Concept to Create Framework - Initiate. Outline of desired outputs.
Concept to Create - Initiate phase. Using "swim lanes" map out what we heard from teachers and categorizing them by the Guiding Principles buckets.
Concept to Create Framework - Initiate Phase. Outputs from workshop.
Concept to Create - Initiate phase. Sprint teams formed and agile methodology.
Concept to Create Framework - Initiate phase. Sample of Sprint team breakdown.
Concept to Create - Initiate phase. Sample of a Sprint Demo. Created template for sprint demo slide deck so that there's consistency amongst sprint teams.
Concept to Create - Initiate phase. Sprint Teams & Scrum Master And Product Owner Roles.
Concept to Create - Initiate phase. Sprint Demo Schedule.
Communication - Program Functional Team/Mulit-discipline Group and Remote Locations.
Vendor Mgmt_Vendor Launch
Vendor Mgmt_Vendor Launch_Internal Team
Vendor Mgmt_Vendor Launch_External Team
Vendor Mgmt_Vendor Launch_Team Artifacts
Vendor Mgmt_Vendor Launch_Prototype Walk Thru
Vendor Mgmt_Vendor Launch_Next Steps
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Project Management & Agile
PMP certified thru Project Management Institute. As a Lead Design Architect, project management was part of my daily activities such as task management, resource allocation, communication, drafting Statement of Work, vendor management and so on.
