SIG/WG TrainingPublic Pages, Goals, and Projects

Training for SIG Leadership

May 22, 2014

SIG Leadership Training 2

Agenda

• Overview of the concepts– Pubic pages and public views– Differences between member and non-member views– Strategic Priorities, Goals, and Projects

• Overview of Setting up Your SIG/WG site Site• Creating a Public SIG/WG Page• Creating Annual Goals• Creating/Maintaining Projects• Reports• What Next5/9/2014

SIG Leadership Training 3

Setting up Your SIG/WG Site

1. Review the SIG/WG descriptions at the top of the page. Provide changes to John Shaw so they can be made in our system.

2. Develop your Public Page (more on this later).3. Determine who should have administrative privileges to

manage user, make edits, create sub-communities, add announcements, and maintain goals & projects

4. Create sub-communities for committees and workgroups. Click on blue “i” button for information on creating a sub-community.

5. Develop your annual goals (more on this later).6. Add projects as appropriate (more on this later).5/9/2014

SIG Leadership Training 4

SIG/WG[G]

Project / Activity[C]

Sub-Community[G,C]

Goals[C]

Strategic Priorities

[Taxonomy]

Project / Activity Relationship Diagram

SIG/WG Public Page

[C]

5/9/2014

SIG Leadership Training 5

Process Flow

1. Build a Public Page for the SIG/WG2. Add Annual Goals and Align with Strategic Initiatives3. Add Projects

• Align with Strategic Initiatives• Map to Goals• Add Interests• Add Topics (open-ended list for searching)• Map to other SIG/WGs and sub-communities• Assign Point of Contact information

4. Update as information changes but at least monthly to support the leadership meeting

5/9/2014

SIG Leadership Training 6

Managing your Public Page

• We will set up a default Public Page using your “elevator” speeches.

• Click on “Read More” link from your SIG/WG page to access your public page.

• Click on “Edit” tab when viewing the public page. Note: you must have administrator privileges to edit this page.

• Make your changes (see screen shot and next page for instructions)

5/9/2014

SIG Leadership Training 7

Editing a Public Page

1. Change the SIG/WG name only if it is incorrect.2. Add the description of the SIG/WG as you wish it to appear to

the public. You can include graphics and links. Suggest we establish a standard layout so that this area looks the same for all SIG/WGs.

3. DO NOT modify the SIG Reference.4. Select the Interests you wish to link to the SIG/WG from a

public perspective. This should be the same as the Interests you selected for the SIG/WG collaboration site, but could be different.

5. REMEMBER to click the SAVE button and check the appearance of your page.

5/9/2014

SIG Leadership Training 8

Managing Your Goals

• To add a new Goal, click on the “Add a New Goal” button in the Goals box. Note: you will only see this button if you have authority to add a new Goal.

• To edit an existing Goal, click on the edit link next to the Goal. Note: you will only see this link if you have the authority to edit a Goal.

• Alternatively, you can click on the Edit tab when you are viewing a Goal.

• Make changes (see screen shot and next page for instructions)

5/9/2014

SIG Leadership Training 9

Editing Goals

1. Title as you wish it to appear. Please keep this short, but meaningful.

2. Description of the Goal. Suggest that we establish a standard format for consistency.

3. DO NOT MODIFY the SIG or Working Group.4. Identify the Strategic Priorities to which this Goal maps.5. Assign a Priority. This will be used to sequence the Goals in a list. 6. Identify whether the Goal is Active. Inactive Goals wil not be

displayed to the public.7. Identify to which years this Goal applies.8. REMEMBER to click the SAVE button and check the appearance of

your page.

5/9/2014

SIG Leadership Training 10

Managing Your Projects

• To add a new Project, click on the “Add a New Project” button in the Projects box. Note that you will only see this button if you have authority to add a new Project.

• To edit an existing Project, click on the edit link next to the Project. Note that you will only see this link if you have the authority to edit a Project.

• Alternatively, you can click on the Edit tab when you are viewing a Project.

• Make changes (see screen shot and next page for instructions)

5/9/2014

SIG Leadership Training 11

Editing a Project1. Project Title: Keep it short, but meaningful.2. Project Description can include images and links. Suggest we establish a standard format for

consistency.3. Anticipated Outcomes4. Strategic Initiative to which this Project maps.5. Interests that align with the Project.6. SIG/WG References: Identify other SIGs or WGs that are involve in the Project.7. Identify the Sub-Community (if any) which is responsible for the Project.8. Select a Project Status.9. Provide any commentary on the Project Status.10. Identify at least one Milestone.11. Identify at least one Deliverable.12. Assign a Priority. This will be also be used to sequent the Project in lists.13. Pick the Goal(s) which the Project supports.14. Identify at least one Point of Contact. You may have more than one, if you wish. Provide relevant

contact information.15. Upload any Project Files you want to provide to readers. This provides a quick link to project material.

Note that you have the option to display the file. Uncheck this box if you do not want to display the file.16. Click the Inactive box if you no longer wish to expose this Project.17. REMEMBER to click the SAVE button and check the appearance of your page.

5/9/2014

SIG Leadership Training 12

SIG Project Summary Report

• Accessible from SIG Leadership page• Still being refined• Intended for use by ECs and SIG Leadership• We can created additional reports as

requested

5/9/2014

SIG Leadership Training 13

What Next?

• SIGs to add Public Page, Goals, and Projects• Public access targeted for June 12• Take the survey to let us know what else you

want (see SIG Leadership for link to survey)

5/9/2014