Excel Sample Sheet 41317 | Open Access Policy Project Planning Template

Partial file snippet.

Sheet 1: Project Plan Template

	
	
	
	
	
	
	
	
	
		Open Access Policy Project Planning Template  - One Possible Model
		

	
	
		Task or Milestone
		Duration in Days
		Start 
		Finish 
		Dependencies (line #)
		Assigned To 
		Comments
		Instructions
	
	
		DEVELOP IMPLEMENTATION/PROJECT PLAN
		161
		11/01/18
		04/11/19
		

		

		

		This is a protected sheet.  The password to unprotect it is Open.
	
	
		Charge Task Force/Committee
		77
		11/01/18
		01/17/19
		

		

		

		

	
	
		Campus CAO initiates, assigns task force chair(s)
		7
		11/01/18
		11/08/18
		

		

		

		

	
	
		Draft charge to task force, to include working through established faculty governance processes, developed; CAO approves
		14
		11/08/18
		11/22/18
		4
		

		

		

	
	
		Form task force/committee (e.g., faculty governance, student governance, distinguished faculty, VPRs, library leadership, IT, institutional research, counsel's office, staff who do research--program directors, post-docs, etc.)
		21
		11/22/18
		12/13/18
		5
		

		

		

	
	
		Any necessary task force subcommittees identified (e.g., faculty support, research, repository planning, policy writing team, costs/expenditures, etc.)
		14
		12/13/18
		12/27/18
		6
		

		

		

	
	
		Task force membership, subcommittees, and respective charges shared broadly for campus comment
		14
		12/27/18
		01/10/19
		7
		

		

		

	
	
		Task force finalizes charge and makes any other adjustments based on feedback
		7
		01/10/19
		01/17/19
		8
		

		

		

	
	
		SWOT Analysis
		49
		01/17/19
		03/07/19
		

		

		

		

	
	
		Assess current state/SWOT (strengths, weaknesses, opportunities, threats) as compared to SUNY policy requirements
		21
		01/17/19
		02/07/19
		9
		

		

		

	
	
		Identfy best practices from research of existing policies and other institutions
		21
		01/17/19
		02/07/19
		9
		

		

		

	
	
		Identify any risks/dependencies 
		21
		01/17/19
		02/07/19
		9
		

		

		

	
	
		Identify all impacted stakeholders
		7
		03/07/19
		03/14/19
		9
		

		

		

	
	
		Gather faculty perspectives/understandings 
		21
		02/07/19
		02/28/19
		9
		

		

		

	
	
		Identify options for campus policy process 
		7
		02/07/19
		02/14/19
		9
		

		

		

	
	
		Consider appropriate and regular communication strategies for policy implementation
		7
		02/07/19
		02/14/19
		9
		

		

		

	
	
		Identify repository needs, options, campus capabilities
		21
		02/14/19
		03/07/19
		9
		

		

		

	
	
		Finalize Project Plan
		35
		03/07/19
		04/11/19
		

		

		

		

	
	
		Draft project plan informed by charge, feedback, research, SWOT, initial sub-committee reports (possible components: brief overview, final task force & subcommittee charges, guiding principles, project objectives, approach, scope of work, communications strategy, milestones/deliverables, timeline)
		21
		03/07/19
		03/28/19
		18
		

		

		

	
	
		Share draft project plan broadly if appropriate
		7
		03/28/19
		04/04/19
		20
		

		

		

	
	
		Refine and finalize project plan 
		7
		04/04/19
		04/11/19
		21
		

		

		

	
	
		DEVELOP POLICY & RELATED RESOURCES
		301
		04/11/19
		02/06/20
		

		

		

		

	
	
		Identify key policy components and create first draft
		168
		04/11/19
		09/26/19
		

		

		

		

	
	
		Identify key policy components and ensure task force subcommittee structure still alligns. Make any adjustments. 
		21
		04/11/19
		05/02/19
		22
		

		

		

	
	
		Task force subcommittees prepare initial reports for review (as appropriate) with Task Force
		21
		05/02/19
		05/23/19
		25
		

		

		

	
	
		Writing team begins first draft of policy. Possible components: 1) Initial statements: commitment to open access, commitment to scholar ownership, guiding principles, and allignment to SUNY Trustees' Patents, Inventions and Copyright policy. 2) With objectives, goals and strategies: processes for allowing faculty, students and staff to excercise ownership rights (includes sample amendments for scholars to use in speaking with publishers); workflow (responsibilities and timeline); technology needs/responsibilitis; respository plans and related workflow;  education/professional development campaign; communications strategy (internal and external).
		21
		05/23/19
		06/13/19
		26
		

		

		

	
	
		Share policy draft 1 and any final subcommittee resources with Task Force for review 
		21
		06/13/19
		07/04/19
		27
		

		

		

	
	
		Based on Task Force review, writing team revises and may assign additional research/work to subcommittees.
		21
		07/04/19
		07/25/19
		28
		

		

		

	
	
		Revised policy draft 2 and any sub-committee resources shared with CAO and President for review.
		21
		07/25/19
		08/15/19
		29
		

		

		

	
	
		Revised policy draft 3 and any sub-committee resources shared broadly for campus comment.
		28
		08/15/19
		09/12/19
		30
		

		

		

	
	
		Task Force subcommittees finalize reports/recommendations; Writing team creates revised policy draft 4, which now incorporates any subcommittee resources. 
		14
		09/12/19
		09/26/19
		31
		

		

		

	
	
		Policy Drafting Continues
		28
		09/26/19
		10/24/19
		

		

		

		

	
	
		Policy draft 4 shared with CAO/President.
		14
		09/26/19
		10/10/19
		32
		

		

		

	
	
		Final edit to Policy daft 4 (if necessary)
		14
		10/24/19
		11/07/19
		34
		

		

		

	
	
		Final share with CAO/President and then campus community (if necessary based on extent of edits)
		14
		10/10/19
		10/24/19
		35
		

		

		

	
	
		Finalize Policy and Implement
		105
		10/24/19
		02/06/20
		

		

		

		

	
	
		Finalize policy
		7
		10/24/19
		10/31/19
		36
		

		

		

	
	
		Publish policy
		28
		10/31/19
		11/28/19
		38
		

		

		

	
	
		Task Force to work with all appropriate stakeholdes to ensure policy document and related resources are accessible for all (on website, posted, part of new hire communication, part of seminars on publishing, etc.)
		70
		11/28/19
		02/06/20
		39
		

		

		

	
	
		IMPLEMENT REPOSITORY
		196
		04/11/19
		10/24/19
		

		

		

		

	
	
		Select repository, implement and procure if necessary
		70
		04/11/19
		06/20/19
		22
		

		

		

	
	
		Assign local manager/administrator and other staff
		28
		06/20/19
		07/18/19
		42
		

		

		

	
	
		Draft repository policies and procedures
		21
		07/18/19
		08/08/19
		43
		

		

		

	
	
		Solicit feedback from sponsor and stakeholders on draft of policies and procedures
		14
		08/08/19
		08/22/19
		44
		

		

		

	
	
		Finalize policies and procedures
		7
		08/22/19
		08/29/19
		45
		

		

		

	
	
		Communicate status to project sponsor and/or stakeholders 
		28
		08/29/19
		09/26/19
		46
		

		

		

	
	
		Coordinate training
		28
		09/26/19
		10/24/19
		47

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...Sheet project plan template open access policy planning one possible model task or milestone duration in days start finish dependencies line assigned to comments instructions develop implementationproject this is a protected the password unprotect it charge forcecommittee campus cao initiates assigns force chair s draft include working through established faculty governance processes developed approves form eg student distinguished vprs library leadership institutional research counsel office staff who do researchprogram directors postdocs etc any necessary subcommittees identified support repository writing team costsexpenditures membership and respective charges shared broadly for comment finalizes makes other adjustments based on feedback swot analysis assess current stateswot strengths weaknesses opportunities threats as compared suny requirements identfy best practices from of existing policies institutions identify risksdependencies all impacted stakeholders gather perspectivesun...

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Open Access Policy Project Planning Template - One Possible Model
Task or Milestone	Duration in Days	Start	Finish	Dependencies (line #)	Assigned To	Comments	Instructions
DEVELOP IMPLEMENTATION/PROJECT PLAN	161	11/01/18	04/11/19				This is a protected sheet. The password to unprotect it is Open.
Charge Task Force/Committee	77	11/01/18	01/17/19
Campus CAO initiates, assigns task force chair(s)	7	11/01/18	11/08/18
Draft charge to task force, to include working through established faculty governance processes, developed; CAO approves	14	11/08/18	11/22/18	4
Form task force/committee (e.g., faculty governance, student governance, distinguished faculty, VPRs, library leadership, IT, institutional research, counsel's office, staff who do research--program directors, post-docs, etc.)	21	11/22/18	12/13/18	5
Any necessary task force subcommittees identified (e.g., faculty support, research, repository planning, policy writing team, costs/expenditures, etc.)	14	12/13/18	12/27/18	6
Task force membership, subcommittees, and respective charges shared broadly for campus comment	14	12/27/18	01/10/19	7
Task force finalizes charge and makes any other adjustments based on feedback	7	01/10/19	01/17/19	8
SWOT Analysis	49	01/17/19	03/07/19
Assess current state/SWOT (strengths, weaknesses, opportunities, threats) as compared to SUNY policy requirements	21	01/17/19	02/07/19	9
Identfy best practices from research of existing policies and other institutions	21	01/17/19	02/07/19	9
Identify any risks/dependencies	21	01/17/19	02/07/19	9
Identify all impacted stakeholders	7	03/07/19	03/14/19	9
Gather faculty perspectives/understandings	21	02/07/19	02/28/19	9
Identify options for campus policy process	7	02/07/19	02/14/19	9
Consider appropriate and regular communication strategies for policy implementation	7	02/07/19	02/14/19	9
Identify repository needs, options, campus capabilities	21	02/14/19	03/07/19	9
Finalize Project Plan	35	03/07/19	04/11/19
Draft project plan informed by charge, feedback, research, SWOT, initial sub-committee reports (possible components: brief overview, final task force & subcommittee charges, guiding principles, project objectives, approach, scope of work, communications strategy, milestones/deliverables, timeline)	21	03/07/19	03/28/19	18
Share draft project plan broadly if appropriate	7	03/28/19	04/04/19	20
Refine and finalize project plan	7	04/04/19	04/11/19	21
DEVELOP POLICY & RELATED RESOURCES	301	04/11/19	02/06/20
Identify key policy components and create first draft	168	04/11/19	09/26/19
Identify key policy components and ensure task force subcommittee structure still alligns. Make any adjustments.	21	04/11/19	05/02/19	22
Task force subcommittees prepare initial reports for review (as appropriate) with Task Force	21	05/02/19	05/23/19	25
Writing team begins first draft of policy. Possible components: 1) Initial statements: commitment to open access, commitment to scholar ownership, guiding principles, and allignment to SUNY Trustees' Patents, Inventions and Copyright policy. 2) With objectives, goals and strategies: processes for allowing faculty, students and staff to excercise ownership rights (includes sample amendments for scholars to use in speaking with publishers); workflow (responsibilities and timeline); technology needs/responsibilitis; respository plans and related workflow; education/professional development campaign; communications strategy (internal and external).	21	05/23/19	06/13/19	26
Share policy draft 1 and any final subcommittee resources with Task Force for review	21	06/13/19	07/04/19	27
Based on Task Force review, writing team revises and may assign additional research/work to subcommittees.	21	07/04/19	07/25/19	28
Revised policy draft 2 and any sub-committee resources shared with CAO and President for review.	21	07/25/19	08/15/19	29
Revised policy draft 3 and any sub-committee resources shared broadly for campus comment.	28	08/15/19	09/12/19	30
Task Force subcommittees finalize reports/recommendations; Writing team creates revised policy draft 4, which now incorporates any subcommittee resources.	14	09/12/19	09/26/19	31
Policy Drafting Continues	28	09/26/19	10/24/19
Policy draft 4 shared with CAO/President.	14	09/26/19	10/10/19	32
Final edit to Policy daft 4 (if necessary)	14	10/24/19	11/07/19	34
Final share with CAO/President and then campus community (if necessary based on extent of edits)	14	10/10/19	10/24/19	35
Finalize Policy and Implement	105	10/24/19	02/06/20
Finalize policy	7	10/24/19	10/31/19	36
Publish policy	28	10/31/19	11/28/19	38
Task Force to work with all appropriate stakeholdes to ensure policy document and related resources are accessible for all (on website, posted, part of new hire communication, part of seminars on publishing, etc.)	70	11/28/19	02/06/20	39
IMPLEMENT REPOSITORY	196	04/11/19	10/24/19
Select repository, implement and procure if necessary	70	04/11/19	06/20/19	22
Assign local manager/administrator and other staff	28	06/20/19	07/18/19	42
Draft repository policies and procedures	21	07/18/19	08/08/19	43
Solicit feedback from sponsor and stakeholders on draft of policies and procedures	14	08/08/19	08/22/19	44
Finalize policies and procedures	7	08/22/19	08/29/19	45
Communicate status to project sponsor and/or stakeholders	28	08/29/19	09/26/19	46
Coordinate training	28	09/26/19	10/24/19	47

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