Managing A Self-Advocacy OrganizationPart 1

IntroHello!

Julia Bascom

Director of Programs for ASAN

Overview4 things go into managing an organization:

1: Project management

2: Delegation and chains of command & communication

3: Organization and sustainability

4: Priorities and strategic planning

Project management: how stuff gets done

Why do we care?Projects grow your organization

Our projects matter

Our work matters

We matter

It’s in the detailsYour job is to care about / focus on the details

Project management: overviewplanning

SMART goals

delegation

personnel

organization

Deadlines

preparation/groundwork

keeping track of things

checking in

anticipation & backup plans

problem-solving

BREATHE

frame switching

be ruthless

details

get it done

evaluation

It’s much, much easier than it sounds

Phase 1Before you start

Phase 1: before you startplanning

SMART goals

delegation & lines of communication

personnel

organization

deadlines

Phase 1: before you startGet your head in the game!

A good set up is a requirement, not a nice bonus

Solve problems before they start

Do everything on purpose

PlanningYou are now in love with planning.

SMART goalsSpecific

Measurable (how can you tell if it worked?)

Attainable (can you pull it off?)

Realistic (really?)

Timely (when does it need to be done? Is now the right time?)

SMART

Delegation & lines of communicationYou have a team

Who is in charge of what?

SMART jobs

Who do I go to if I have a question? Feedback? An instruction?

Everyone should know who is in charge, who is doing what, and who to talk to.

PersonnelEverybody has a job

Are they the best person for their job?

Match jobs to skills and experiences

OrganizationA place for everything and everything in it’s

place

Keeping track of details

You should be able to know exactly what is happening with any part of your project at any time

Organizational toolsLists, graphs, & planners

Google tools

Spreadsheets

Trello

Other project management tools

DeadlinesDeadlines make your plan real

You are also in love with deadlines

Questions?

Scenario 1

Debrief scenario 1

Phase 2Day to day

Phase 2: day to daypreparation/groundwork

keeping track of things

checking in

anticipation & backup plans

problem-solving

BREATHE

Managing a project is like driving a trainYou set up the tracks

You make sure everything goes the way It is supposed to

You fix it when it breaks

You keep going

Preparation/groundworkLaying the rails

A strong foundation will run itself

Keeping trackMonitoring

Communication

Tracking details

Keep an eye on deadlines

File systemA place for everything and everything in its

place

It needs to be easy to find things

Someone else needs to be able to come in and pick up where you left off

SAVE EVERYTHING

EVERYTHING

Checking inRegular

Focused

Are we on track?

What’s going well?

What needs help?

EVEN WHEN THERE ARE NO PROBLEMS

Anticipation & back-up plansThis is your job

Keep everything on the rails

Be ready for everything

Problem solving

BREATHE

Questions?

Scenario 2

Debrief scenario 2

Phase 3Get it done

Phase 3: get it done frame switching

be ruthless

details

get it done

evaluation

Frame switchingBig to little

You have to see the whole picture, all the time

And how all the pieces fit into it

You have to switch between one part and the whole, small and big

Be ruthlessAll the details matter

You are the boss

Cover everything

Have a system

DetailsLittle details

Last minute

The details make or break your project

Plan for them

Get it doneFinal draft

Final checks

You have responsibility: check everything one last time

Send it off

Have a launch plan

Know what happens next

And send it off

Evaluation If it’s worth doing, it’s worth doing right

If it’s worth doing, it’s worth evaluating

You learn something every time

Questions?

Scenario 3

Debrief scenario 3

Wrap up

Project management resourcesGoogle apps

Calendar Tasks Spreadsheets

Mindmapping software & apps

Flowcharts

Trello

Planners

White boards

Cork boards

Index cards