Departments » Project Management » PM Pages » Rachel Chan

Advancement Progress

Date of Employment: 09/26/16

Current Level: Green Belt

Current Title: Project Manager

Next Level: Blue Belt

Next Title: Project Manager


Progression Criteria Status

 Blue Belt Checked in

 Blue Belt
  Criteria

Completions

 Launch NPS Surveys 15 website projects (new/upgrade) with at least 2 design themes, 2 basic/advanced subsites with an average NPS score of 8 or higher (for both Vision and PM). No detractors for 2 total quarters.

 To be filled out upon receiving new projects

  1. La Quinta, CA - 10/10
  2. Carmel, IN - 8/8
  3. Montclair, CA - 10/10
  4. Shoreline, WA - 9/8
  5. Dallas County, IA - 5/10 // client sent a separate email
  6. West Sacramento, CA - 10/10
  7. Costa Mesa, CA - 10/10
  8. Lauderhill Performing Art Center, FL - 10/10 
  9. Hercules, CA - 10/10
  10. Mankato Air Spectacular, MN - 10/10
  11. La Quinta Econ Dev, CA - 10/10  
  12. Union City, GA - 10/10
  13. West Hollywood, CA - 10/10 
  14. Whittier, CA - 10/10
  15. Fairfax, VA - 10/10

 

 

 

 

Services, Process and Communications Audit

Pass audit of ability to perform on projects with departmental branding:
• Kick-off call
• Adequate email correspondence (language and timeliness)
6
• Presentation of the full implementation process for standard projects and projects with departmental branding, intranets, and other additional components (new and upgrades)
• 60% NPS total overall response rate Design & Launch
• Logging weekly minimum of 35 hours unless out of the office for work related reasons or PTO
• 75% of clients provided Bi-weekly status update
• Wrike up to date within 2 days of tasks being completed

Completed: 

  •  Kick-off call - conduct kick-off call with Dave or other PM present
  • Email 
  • Presentation of the full implementation process for standard
    projects and projects with departmental branding, intranets,
    and other additional components (new and upgrades)
    • 60% NPS total overall response rate Design & Launch
    • Logging weekly minimum of 35 hours unless out of the
    office for work related reasons or PTO
    • 75% of clients provided Bi-weekly status update
    • Wrike up to date within 2 days of tasks being completed

Incomplete:

 
 Workload Ability to independently manage 15–18 Unique active projects at a time for 1 year as deemed satisfactory by the Project Implementation Manager.  

Professional Education

 Complete the following or equivalent courses and the following literature:
• Project Management foundation – Bonnie Biafore
https://www.lynda.com/Project-tutorials/Project-Management-Fundamentals/424947-2.html
• HTML, CSS & Web Design Circuit
• Organization Communications – Brenda Bailey-Hughes
https://www.lynda.com/Communication-tutorials/Organization-Communication-Fundamentals/370569-2.html
• Literature and 1-page Review
- Getting Things Done – David Allen

Completed:

  • Project Management foundation – Bonnie Biafore
    https://www.lynda.com/Project-tutorials/Project-Management-Fundamentals/424947-2.html
  • UX Foundations: Content Strategy - https://www.lynda.com/Content-Strategy
    -tutorials/Foundations-UX-Content-Strategy/473877-2.html?srchtrk=index%3a1%0alinktypeid%3a2%0aq%3aUX+fou
    ndations%3a+Content+Strategy%0apage%3a1%0as%3areleva
    nce%0asa%3atrue%0aproducttypeid%3a2
  • Organization Communications – Brenda Bailey-Hughes
    https://www.lynda.com/Communication-tutorials/Organization-Communication-Fundamentals/370569-2.html
  • Literature and 1-page Review
    - Getting Things Done – David Allen

Incomplete:

Achievements

 Green Belt

Completions

Launched 5 New Websites with an average NPS score of 7 or higher (both for Vision and PM).

To be filled out upon receiving new projects

 

Glendale Community College - 10/10

Cupertino CA - 10/10

Seatac WA - 8/8

Simi Valley CA - 10/9

Santa Cruz, CA - 10/10

 

Services, Process and Communications Audit

Pass audit of ability to effectively perform:

· Kick-off call

· Adequate email correspondence (language and timeliness)

· Presentation of the full implementation process for standard projects (new and upgrade)

Completed:

  • Kick-off call - conduct kick-off call with Dave or other PM present
  • Email
  • Implementation process - sit in and audit other PM's and completed through kick-off call

Incomplete:

 

Tools

Knowledge and ability to use:

· Salesforce (look up clients, products, addenda and launch details)

· Wrike

 

Completed:

  • Salesforce
  • Wrike

CMS Training

Ability to conduct Basic and Advanced CMS training (audited 2 & completed 3) where at least 1 on-site.

 

Completed:

1 onsite advanced/basic trainings - Costa Mesa, CA
2 remote advanced/basic trainings - Shoreline, WA
West Sacramento, CA

UX Consulting

Ability to conduct UX consulting meetings

 TBD

Professional Education

Complete the following or equivalent courses and the following literature:

· Basic HTML & CSS
https://www.codecademy.com/learn/web

· Communications
https://coursehorse.com/communications-skills-training-la

· Literature and 1-page Review

  1. Don't Make Me Think – Steve Krug

Completed:

Basic HTML & CSS

Read Don't Make Me Think

Creating and Giving Business Presentations

Communication Foundations

Public Speaking Foundations

Incomplete:

 

 

 

White Belt

Body of Work

Proven track record of managing website projects in a leadership or coordination role

  Completed

Methodologies

Some education in and/or knowledge of project management and development techniques and tools such as PMI, Prince2, etc.

  Completed

Tools

Experience using some form of project management software like Wrike, MS Project, Liquid Planner, etc.

Proficiency with the MS Office Suite.

Experience with MS Visio or other prototyping tools.

  Completed

Communications

Ability to communicate with business users, highly technical teams and facilitate understanding between the two. This will require relationship building and great oral and written communication skills.

  Completed