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Sharon Grant edited this page Sep 13, 2019 · 17 revisions

Welcome to the planning-cards wiki!

These cards and exercises were developed by the Field Museum Technology Department as a part of the GBIF Biodiversity Information for Development (BID) programme workshops and continued in the Biodiversity Information Fund for Asia (BIFA) curriculum

Refinement of the concept and its content is a collaboration of all the trainers, mentors and students who have participated in the onsite workshops around the world. Thankyou!

A. Mobilisation

The aim of these exercises is to understand the relationships between the groups of people that will be involved with, and have an affect on, your data mobilisation project (either directly or indirectly). If you are doing this as a group you will need to agree at each step before proceeding. Remember though that you can always go back and rearrange things is you need to! That's why it's called planning...

Based on your scenario or use-case you will do this in 5 steps:

1) PICK GOALS AND ASSIGN TASKS

Start by choosing the goals that need to be achieved then assign the tasks that will need to be carried out in order to achieve the goals.

mobilisation planning excercise step 1

2) DETERMINE STAKEHOLDERS AND ASSIGN AFFILIATIONS

Now lay out the Affiliation cards in a circle. Decide which stakeholders have a part to play (however small) in the project and place them beside the affiliation that is most fitting.

mobilisation planning exercise step 2a mobilisation planning exercise step 2b

3) SELECT ROLES AND ASSIGN TO STAKEHOLDERS

Assign roles to stakeholder group

mobilisation planning exercise step 3

4) ASSIGN TASKS to ROLES

Set the goal cards aside for the second exercise, do not put them away. Now shift the tasks that you selected in (a) and assign them to the role(s) who will actually carry them out.

mobilisation planning exercise step 4

5) ARRANGE TASKS INTO STAGES

Select and lay out the set of stage cards that you want to use (either "SIMPLE" or "PMBoK"). Now assign the tasks to the stage during which they will be carried out.

mobilisation planning exercise step 5a mobilisation planning exercise step 5b

B. Node Manager

GOALS: What you are going to achieve. Specific, Measurable, Attainable, Relevant, Time-bound (S.M.A.R.T.)

TASKS: Jobs that will need to be done in order to achieve the aims of the project.

AFFILIATIONS: The group or business to whom the Stakeholder reports.

STAKEHOLDERS: Groups or teams of people whose areas of responsibility may affect the success of your project.

ROLES: Actual individuals who you may need to help you successfully complete your project.

STAGES: Points in time relative to the project start during which a task should be carried out.

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