1. Project Management for RIMI
Adopting a Raccoon

2. Agenda Project Management Stages Branding Team/Resources
Steps in RIMI Project
Summary

3. Project Management Stages
Project conception and initiation
Project definition and planning
Project launch or execution
Project performance and control
Project close

4. Branding

5. Communication Email Face to Face Newsletter Departmental Meetings
Posters

6. Change is HARD
Keep it Small
Keep it Simple
Keep it Fun

7. Project Team / Resources
RIM
CRM
EDRMS
Reserve IT PM
ECM BA
DEV
External Services
Consultants
Software Development
*Expected Hard Limit of 220 Days/Year/Person

8. Steps in RIMI Project Step 1 - Project Governance
Step 2 - Corporate Policies
Step 3 - Enterprise Adoption Plan
Step 4 - Plan/Strategy
Step 5 - Records Foundation
Step 6 - RIM Administration
Step 7 - Business Procedures
Step 8 - Repository Governance
Step 9 - Declaration
Step Validation
Step 11 - End User Training
Step 12 - Pilot

9. Project Phases
Project Governance
Weekly Team Meetings (estimate days depending upon length of project)
RIM – XX Days
IT – XX Days
Corporate Policies
Make Decisions, Draft Policy, Get it Approved (estimate based upon how quickly your organization processes)
Educate on/Disseminate the Policy (estimate 7-10 days)
RIM – X Days
IT – X Days

10. Execute Enterprise Adoption Plan (plan for no less than 14 days)
RIM – XX Days
IT – XX Days
Plan and Strategy
Project Functional Specs (Bi-Weekly) (estimate based upon length of project)
External – X Day
Project Planning + GANTT update (work with your PM to get these estimates)
External – XX Day

11. File Server Legacy Migration (Estimate 2-5 days) RIM – XX Days
Records Foundation
Make File Plan EDRM Ready (Estimate based upon condition of existing plan)
RIM – XX Days
External – SS Day
File Server Legacy Migration (Estimate 2-5 days)
RIM – XX Days
IT – XX Days
Build Cost Schedule Index (Estimate total of days based upon organizational comfort)
External – XX Days
Physical Records Configuration (if these are included)
External – X Day

12. Vendor Product Training (Estimate 3-5 days depending upon vendor)
RIM Administration
Vendor Product Training (Estimate 3-5 days depending upon vendor)
RIM – XX Days
IT – XX Days
External – XX Days
3rd Party RIM Admin Training (Estimate 3-5 days depending upon vendor)
RIM Admin Self-Training (estimate 7-10 days)
External – XX Day
Train Back-up RIM Admin (estimate 5-10 days)

13. Configure SharePoint (Pilot Group)
Business Procedures
Define/Conduct SOP’s (Estimate 5-15 days depending upon level of existing documentation)
RIM – XX Days
IT – XX Days
External – XX Days
Repository Governance
Metadata Mapping (Pilot Group) (Pilot size will impact estimates 2-5 days)
IT – XX Day
Configure SharePoint (Pilot Group)
Repository Governance Plan Oversight Committee Meetings (estimate dependent upon frequency and productivity of committee meetings)
IT XX Days

14. Build, Test, Deliver RBR Rules (Pilot) (Estimate based upon vendor)
Declaration
Build, Test, Deliver RBR Rules (Pilot) (Estimate based upon vendor)
RIM –XX Days
Install and Configure Integration (Pilot) (Estimate based upon vendor)
IT – XX Day
Validation
Confirm System Performance Validations (36) (Estimate based upon number of SPV’s and efficiency of IT 7-15 days)
RIM – XX Days
IT – XX Days
External – XX Days

15. Develop Course Content (10-15 days) RIM – XX Days IT – XX Days
End User Training (All estimates should be based upon available training resources – WaterOne has a dedicated education specialist in HR)
Develop Course Content (10-15 days)
RIM – XX Days
IT – XX Days
External – XX Days
Course Materials
Configure Training Facility and System (10-15 Days)
External – 10 Days
Install and Configure Integration (Pilot) (3-5 Days)

16. Conduct 30-day Pilot (Estimate is dependent upon size of pilot)
RIM – X Days
IT – XX Days
External – XX Days

17. Summary RIM – 212 days CRM – 69 Days EDRM – 143 Days IT – 228 days
Current Projected
RIM – 212 days
CRM – 69 Days
EDRM – 143 Days
IT – 228 days
PM – 75 Days
ECM – 110 Days
BA – 33 Days
Dev – 10 Days
External – 91 days
Users for Pilot – 16 days