Presented at LCS15. September 2015

1. Staff & Resource
Planning
or: How to Manage Your Friends & Amaze Your Audiences
September 15th 2015

2. The Big Idea
Introduction
“Ideas without execution are hallucinations.”
The reality is that great ideas and capable
execution are symbiotic. Ideas without execution
are dreams. Execution without ideas is busywork.

3. What Are We Doing?
Introduction
1. Introductions & Listening
2. Project Management 101
3. Workshop Your Ideas

4. Nice to Meet You!
Introduction
Michael Rader
Senior Project
Manager
3 Years Managing Projects at Forum One
● Clients include American Red Cross, USAID, Energy Foundation, U.S. Global
Change Research Program, and The Brady Campaign to Prevent Gun
Violence.
5 Years Working in Legislative Affairs & Advocacy in Clean Energy
● Union of Concerned Scientists - Clean Energy team
● Solar Energy Industries Association - Government Affairs team
2 Years as a Public Affairs Reporter for WMUK Public Radio (Kalamazoo, MI)
BA Political Science - Western Michigan University
Master’s in Public Policy - American University

5. Introduction
We are a digital agency that partners with influential
organizations to craft solutions for the world’s most
pressing problems. Learn more at ForumOne.com.

6. Intros & Listening
Listening
Who are you?
Where do you work?
What’s your idea?

7. Intros & Listening
Listening
What’s the most
important thing you’ve
learned so far?
How can this session
help you realize your
solution?

8. Project Management
Introduction
Project Management Basics
1. Define Your Goals & Audiences
2. Identify Your Epic Stories
3. Inventory Your Skills & Gaps
4. Manage Your Budget & Tasks
5. Balance Your Scope, Budget, &
Timeline

9. Step 1: Define Your Goals & Audiences

10. External vs. Internal Audiences

11. “If you don’t encounter resistance, you’re
probably doing it wrong.”

12. Step 2: Identify Your Epics!

13. Start Big, Break It Down
Your Idea
Features
Functions
To-Do

14. Step 3: Inventory Skills & Gaps

15. How Can We Do What Needs Doing?
What Can I Do?
What Can My Team Do?
What Can My Organization Do?
What Can My
Volunteers/Stakeholders Do?
What Can I Hire Others to Do?

16. Step 4: Manage Your Budget & Tasks

17. Collaboration vs. Tasks Mgmt
Tools
● Google Drive
● Teamwork
● Glip
● Basecamp
● Redmine
● Jira
● Trello
● Kanban Tool
Working
Together
Managing
Tasks

18. Step 5: Balance Your Scope, Budget, &
Timeline

19. The Triple Constraint

20. Let’s Workshop!

21. Project Management
Introduction
Project Management Basics
1. Define Your Goals & Audiences
2. Identify Your Epic Stories
3. Inventory Your Skills & Gaps
4. Manage Your Budget & Tasks
5. Balance Your Scope, Budget, &
Timeline

22. THANK YOU!
Michael Rader, Forum One
On Twitter @raderm
On LinkedIn: raderm
Online: ForumOne.com