Re: Strategic Planning and Work Delegation

 What each group needs to do is 

Here is more guidance on the steps to take.
A
1. Review the SWOT for the Org for what is relevant for the Themes in question 
2. Come up with SWOT for the Themes that you are working on 
3. Review the past SWOT’s
4. Rank the items in the SWOT table - decide what must be addressed in next 3 months 
5. assign - scores of 1-5 in importance and urgency for each of the task to be addressed  
6. List the tasks to be done 

7. Review the Past Documents for the Theme 
8. Is it well organized in the OSF and the blog

B. Review all the work items presented by each person for 
Tasks not done but talked about by each person - should be all gathered and 
See what other tasks that come up. 
Consolidate Tasks from SWOT, from Work Not Done, Review Work from Recent Departures 
Prioritize this 

C. Knowledge and Structure Management 
- Review the Organizational Structure for each Theme 
- Allocate responsibilities for each part of the Organizational
- Allocate Collaboration Boards and knowledge management to different persons 

D. Come up with 6 monthly, 3 monthly Needs and a monthly Needs 
- Develop a Work Plan for the Theme 
- Allocate Work for Each Person 
- Weekly Target for the Theme 

More guidance

A. KNOWLEDGE MANAGEMENT REVIEW 

Review the Past Documents for the Theme -
    - review what was done in the Org Document - Ver 29
    - past reviews
    - past meeting reports 

B.  Is it well organized in the OSF and the blog
 OSF 
    - is the structure suitable - recommend fixes 
    - identify shortcoming to be fixed
 BLOGS 
    - are the blog posts comprehensive for the theme  - how can there be a guide / html for new users - what are the gaps to be fixed 

C. SWOT ANALYSIS AND BRING OUT MITIGATION AND CAPITALIZATION STEP
1. Review the SWOT for the Org for what is relevant for the Themes in question 
2. Come up with SWOT for the Themes that you are working on 
3. Review the past SWOT’s
4. Rank the items in the SWOT table - decide what must be addressed in next 3 months 
5. assign - scores of 1-5 in importance and urgency for each of the task to be addressed  
6. List the tasks to be done 

D. MITIGATION AND CAPITALIZATION STEPS FOLLOWING SWOT ANALYSIS  
B. Review all the work items presented by each person for  Tasks not done but talked about by each person - should be all gathered 
Review Work from Recent Departures - see here monthly and 6 monthly work reports - reports at time of exit. Identify follow up steps
See what other tasks that come up which are not represented above 
Consolidate Tasks from SWOT, from Work Not Done, 
Prioritize these tasks 

E. ORGANIZATIONAL Structure Management 
- Review the Organizational Structure for each Theme - 
 - List all the Collaboration Boards - identify whether that is sufficient to cover all the topics 
- Allocate responsibilities for each part of the Organizational Structure  
- Allocate Collaboration Boards and knowledge management to specific persons.
- and if there is a need for more people / resources - identify the roles. 

F. WORK ALLOCATION 
- Come up with 6 monthly, 3 monthly Needs and a monthly Needs 
- Develop a Work Plan for the Theme 
- Allocate Work for Each Person 
- Weekly Target for the Theme 

G. MONITORING AND REVISION PLAN 

What is the arrangement to monitor the work progress 
   - weekly reports? 
   - End of week / month reviews ?
   - Start of week/month planning ?
   - Report to LZ and rest of org - Monthly? 
Are there urgent Project Related / Tasks from Other Themes/ Programs coming up? 
   - Revise Plans - weekly/monthly? 

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