Departments » Project Management » PM Pages » Rachel Schultz

Advancement Progress

Date of Employment: 01/17/17

Current Level: Green Belt

Current Title: Project Manager, VCAPM

Next Level: Blue Belt

Next Title: Project Manager, VCPM


Progression Criteria Status

BLUE BELT
 CRITERIA STATUS
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.
  • Creedmoor, NC - 9/8
  • Suwanee, GA - 10/10
  • Taber, ABCA - 10/10
  • Maple Valley, WA - 9/9
  • Agoura Hills, CA - 
  • Hernando, MS - 
  • Hoffman Estates, IL - 
  • Lexington, NC - 
  • Pinehurst, NC - 
  • San Bernardino VMWD - 
  • San Carlos, CA Intranet - 
  • Taylorsville, UT - 
  • Crystal Lake, IL - 
  • Delray Beach, FL - 
  • West Springfield, MA - 9/9
    • West Springfield BSS
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
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

 

Achievements

Green Belt

Completions

 Launch NPS Surveys 5 New Websites with an average NPS score of 8 or higher (both for Vision and PM).

Completed

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)
  • Minimum of 30 hours logged on a weekly basis consistently for 6 weeks unless out of the office for work related reasons or PTO

Completed

Tools

Knowledge and ability to use:

• Salesforce (look up clients, products, addenda and launch details)
• Wrike
• InvisionApp
• Wireframing Tool

 

Completed

CMS Training

Ability to conduct Basic and Advanced CMS training (audited 2 & completed 3) where at least 1 on-site. Client must respond to the training survey with a score of 7 or above

 

Completed

UX Consulting

Ability to conduct UX consulting meetings & wireframe calls

Completed

Professional Education

Complete the following or equivalent courses and the following literature:

Completed

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