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COLL105: COLL105: Using Wikis and Online Using Wikis and Online Project Management Tools Project Management Tools in Poverty Law in Poverty Law September 12, 2008

COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

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Page 1: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

COLL105: COLL105: Using Wikis and Online Using Wikis and Online Project Management Tools in Project Management Tools in Poverty LawPoverty Law

September 12, 2008

Page 2: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Today’s PresenterToday’s PresenterJeff Narabrook, NTAP Training

Coordinator

Page 3: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

AgendaAgenda

Wikis ◦Introduction◦Wikis and Their Uses in Poverty Law◦Options and Costs

Project Management Software◦Introduction◦Project Management in Poverty Law ◦Options and Costs

Successful Implementation Strategies

Page 4: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Introduction: what is a Introduction: what is a wiki? wiki? A website Is easily edited by multiple usersProvides a logical and highly

navigable platform for storing and retrieving information

A cost-effective, paper-free tool

Page 5: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Pre-Training Wiki Pre-Training Wiki

Page 6: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Traditional WebsiteTraditional Website

Page 7: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki Innovation Wiki Innovation

Page 8: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wikipedia (MediaWiki)Wikipedia (MediaWiki)

Page 9: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wikis within the Electronic Wikis within the Electronic Pantheon Pantheon Wikis and Word Processers

◦Wikis provide more flexibility to change and work with earlier version

Wikis and Traditional Websites◦Wikis edit more easily and were built

to prioritize information organization

Page 10: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wikis within the Electronic Wikis within the Electronic Pantheon Pantheon Wikis and Blogs

◦Wiki content creation is shared, rather than a single author, reader response dynamic

Wikis and Email and Listserve◦Wiki captures knowledge and

archives it in an environment optimized for easy retrieval by multiple users

Page 11: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki DisadvantagesWiki DisadvantagesDepends on widespread user

adoption◦Can be intimidating for new users◦Can be difficult to integrate with other

common office softwareCan require steep initial time input Advanced functionality sometimes

requires advanced technical support

Page 12: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

AgendaAgenda

Wikis ◦Introduction◦Wikis and Their Uses in Poverty Law◦Options and Costs

Project Management Software◦Introduction◦Project Management in Poverty Law ◦Options and Costs

Successful Implementation Strategies

Page 13: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Why Use Wikis in Legal Why Use Wikis in Legal Aid? Aid? Cost-effectiveNeed for Collaboration Data Organization and Efficiency

Page 14: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki Uses In Poverty Law Wiki Uses In Poverty Law CommunityCommunity

Page 15: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki as IntranetWiki as IntranetNTAPGeorgia Legal Services ProgramLegal Aid of Southeastern PAImmigrant Law Center of

Minnesota

Page 16: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

IntranetIntranet

Page 17: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki as Intake Tool Wiki as Intake Tool Neighborhood Legal Services

(MA)

Page 18: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki as Training Document Wiki as Training Document RepositoryRepositoryShriver New Legal Aid Attorney

Wiki http://povertylaw.pbwiki.com/

Dozens of intranet wikis focus on the distribution of manuals

Page 19: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Example of Manual Example of Manual

Page 20: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki as Community Wiki as Community Knowledge Share Knowledge Share Massachusetts Post Foreclosure

WikiGeorgia Legal Services Program

Food Stamp Fraud Advocacy Wiki Michigan Reentry Law Wiki

http://reentry.mplp.org/reentry/index.php/Main_Page

FEMA Answers Wiki http://femaanswers.org/index.php/Main_Page

Elder Law https://mwiki.mplp.org/erc/index.php/Main_Page

Page 21: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki as Event Planner Wiki as Event Planner Make listsAssign tasksBrainstorm Set deadlines

Page 22: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wikis and Statewide Wikis and Statewide WebsitesWebsitesConsider wiki use in conjunction (not

duplication) of a statewide website.Wikis may be appropriate for large

(manual) content not easily placed on a statewide website

Wikis may be used to develop content for a statewide website

May be used for taskforces or working groups

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Page 23: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki Access ModelsWiki Access ModelsWrite

r1

Writer2

Writer1

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Page 24: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki Models: Permission-Wiki Models: Permission-Based ClosedBased Closed

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Reader

Page 25: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

AgendaAgenda

Wikis ◦Introduction ◦Wikis and Their Uses in Poverty Law◦Options and Costs

Project Management Software◦Introduction◦Project Management in Poverty Law ◦Options and Costs

Successful Implementation Strategies

Page 26: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Options for WikisOptions for WikisVisit http://www.wikimatrix.org/You can pay for hosting or host it on

your own server depending on the software

Which way should you go? Depends on:◦ Technical expertise and available technical

support ◦ Privacy controls your program needs

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Page 27: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Popular Wiki OptionsPopular Wiki Options

Proprietary ◦Wikispaces

$5/mo for unlimited users/pages and 2 GB file storage

◦PB Wiki Price negotiable;, depends on number of

users typically 20% nonprofit discount

Free For Nonprofits ◦Google Sites (will go over in next

segment)

Free and Open Source◦MediaWiki 27

Page 28: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Wiki Security Wiki Security Open-source, self-hosted wikis

can be made private, but may require more advanced technical knowledge

Proprietary wikis typically provide sufficient security and privacy for your data; many will allow you to perform your own backups

Page 29: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

AgendaAgenda

Wikis ◦Introduction ◦Wikis and Their Uses in Poverty Law◦Options and Costs

Project Management Software◦Introduction◦Project Management in Poverty Law ◦Options and Costs

Successful Implementation Strategies

Page 30: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

The Many Faces of Project The Many Faces of Project Management Tools…Management Tools…

Broad umbrella of functionalityDepends on types of features

your program requires for its projects

Page 31: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Common PM Tool Common PM Tool FunctionsFunctionsScheduleRecord milestonesConstruct to-do listsAssign tasks to staffTrack time spent on tasks within a

projectShare working drafts of documentsMessage project members

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Page 32: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Project Management Project Management AdvantagesAdvantagesOrganizes all aspects of a project

-- people, deadlines, drafts, documents, chats in one place

Can integrate with other software and programs, including email

Sophisticated functionality easy to access

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Page 33: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

AgendaAgenda

Wikis ◦Introduction ◦Wikis and Their Uses in Poverty Law◦Options and Costs

Project Management Software◦Introduction◦Project Management in Poverty Law ◦Options and Costs

Successful Implementation Strategies

Page 34: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Project Management Tools Project Management Tools Free for Nonprofits

◦Google Sites (Google Apps component)

Proprietary ◦Microsoft SharePoint◦Central Desktop ◦Basecamp

Page 35: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Google SitesGoogle SitesWiki-intranetProject management Traditional web contentDemos:

http://www.google.com/sites/overview.html

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Page 36: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Microsoft SharePoint Microsoft SharePoint Server Server Intranet generator Document sharing Can create wikis and other intranet

sites Integrates with Microsoft Project

and rest of Office Suite; MS Project handles time tracking and project supervision functions

Software and licenses available on TechSoup

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Page 37: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Central DesktopCentral DesktopMontana Legal Services

Association

Page 38: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

How Does MLSA Use Central How Does MLSA Use Central Desktop?Desktop?Currently, MLSA tracks work and

projects like:◦Administrative Tasks – Track due dates

for all administrative tasks, including grant deadlines, invoicing, etc., develop joint agenda for administrative team meetings

◦Management Team Agenda meeting and task lists, post confidential documents

◦Board of Trustees Meetings – Track all tasks associated with organizing and setting up meetings

Page 39: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

MLSA also uses to MLSA also uses to track……track……

MLSA Community Outreach Project – Coordinated outreach including mailings and materials regularly sent out to multiple lists – can keep the address lists, tasks, etc. all here

Helpline Wiki – Wiki with information for Intake Workers, Advice Paralegals and Casehandlers handling Helpline calls.

Page 40: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

And……..And……..Self-Help Law Unit – MLSA staff in

multiple offices share spreadsheets and plan clinics (MLSA does not have a central WAN.)

AmeriCorps*Vista Project – Set list of tasks and resources for AmeriCorps*Vista Project – do same thing every 6 months, making it perfect for Central Desktop

Page 41: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

And ….And ….Pro Se Forms Development

Project – multiple employees creating, reviewing and automating multiple forms

Indian Wills Project – track work of reservation based student externs, and provide for knowledge transfer between AmeriCorps Attorneys

Page 42: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

The DashboardThe Dashboard

First page a user sees when logging in to Central Desktop

Lists all of the user’s workspaces, overdue tasks, tasks due in next 10 days and recent activity in all of user’s workspaces –either as a list of most recent activity or grouped by workspace

Page 43: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008
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MLSA Administrative MLSA Administrative WorkspaceWorkspaceUsed to track all administrative

tasks, including:◦Grant Report Due Dates◦MLSA Annual Meeting Preparation◦Financial Tasks◦Technology Tasks

Also used to post and edit documents, such as Agenda for Weekly Admin meeting

Page 47: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008
Page 48: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008
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Central Desktop Digest and Central Desktop Digest and E-mailsE-mailsUser receives daily digest

showing tasks and workspace activity

User will also be e-mailed discussions and comments on tasks and documents. Can reply to e-mail and will be posted in central desktop, or can go in and enter reply.

Page 51: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Technology Needs for Central Technology Needs for Central DesktopDesktop

Computer with High Speed Internet Connection

Central Desktop Account (web-based, so no software to install)

www.centraldesktop.com

Page 52: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

BasecampBasecampWeb basedMonthly subscriptions for

multiple projects with file uploads• Costs - ($12 - $50/mo and higher)• http://www.basecamphq.com/index

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Page 53: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Basecamp Homepage Basecamp Homepage

Page 54: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Project Pages Project Pages

Page 55: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Project MilestonesProject Milestones

Page 56: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Add To-Do ListAdd To-Do List

Page 57: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

File SharingFile Sharing

Page 58: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Collaborate Outside Your Collaborate Outside Your Organization Organization

Page 59: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

TechSoup Project TechSoup Project Management Stock Management Stock SharePoint Server 2007 Standard

Edition Project Professional 2007Project Server 2007Project Portfolio Server

Page 60: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Why would my program want Why would my program want a PM tool? a PM tool?

Many poverty law staffers are involved with far more than casework: ◦ Courts on self-help initiatives◦ Working with social service agencies on

outreach projects◦ Working with other offices on hotline

development◦ Sitting on various state task forces◦ Working on staff or website committees◦ Attending statewide or regional conferences◦ Implementing some new procedure or

technology...and more.

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Page 61: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

When To Use EachWhen To Use EachWiki provides a quick collaboration

space for updatable notes, status reporting, and documentation.

PM tools provide centralized document management for documents that don’t lend themselves to wikis.

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Page 62: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

AgendaAgenda

Page 63: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Problems with Adoption Problems with Adoption Nobody uses it but me!

The truth is…even I don’t use it!

Page 64: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Tips for Success Tips for Success Do not deploy too hastily

◦Development your content so that it can be useful from the start

Train your usersAssign responsibilities

◦Content leaders◦Technical support team

Page 65: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Tips for SuccessTips for SuccessStandardize useStart a policy to wean yourself off

email ◦Meeting agenda and minutes◦Document sharing◦Organization-wide announcements

Page 66: COLL105: Using Wikis and Online Project Management Tools in Poverty Law September 12, 2008

Questions or Comments? Questions or Comments? Thanks for attending! You will be getting a post-webinar

survey; please use this as a way to help us improve our trainings to best serve the poverty law community.

Contact information: Jeff [email protected]