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\uD83C\uDFA2 Monthly Meeting Roadmap

Month & Meeting

/s

Member Match

ListServ 2022-07-22 Meeting agenda and notes

Listserv Discussion Topic

1

JULY

2

AUGUST

2022-09-02 Meeting agenda and notes

(meeting pushed back due to conflicts with SAA)

  •  Finalize Plans for first Mixer
  •  Finalize Work Plan
  •  Member Match Monthly & Quarterly Calendar
  •  Review/Revise Main sub-team pages (we didn’t get this done in August but it’s quick and a good idea to do early)

“Can you describe your collections in 5 sentences or less? See if you can capture what makes them unique, while sharing your own excitement for the materials!”

Bailey Hoffner

3

SEPTEMBER

2022-09-23

AUGUST

https://archivesspace.atlassian.net/l/cp/UpBfXABk

  •  New Member Orientation

  •  Plan Member Match Mixer & Promotional Email
  •  Work Plan
  •  Review survey responses

“What are you most excited about related to Member Match?”

Bailey Hoffner

  •  Assign listserv discussion months

  •  Review 2022-2023 EOY survey responses
  •  Develop work plan to be presented at Joint TAC/UAC meeting
  •  

2

SEPTEMBER

2023-09-29 Member Engagement Meeting agenda and notes

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Present work plan at Joint TAC/UAC meeting

  •  Plan Member Match mixer 1 & promotional email
  •  
  •  

3

OCTOBER

2023-10-27 Member Engagement Meeting agenda and notes

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Member Match Mixer 1 -

Sharing

Tips & Tricks

1:00

@ 12pm EST

  •  Begin planning for early December
event
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Present work plan at Joint TAC/UAC meeting

Date TBD

  •  Brainstorm: how to promote Making the Case website and handout

Patrick Milhoan

4

OCTOBER

2022-11-01 Meeting agenda and notes (meeting pushed back due to conflicts)

  •  Finalize & Promote 2nd Quarterly Event
  • Member Match mixer 2
  •  ID sub-team to collaborate with
  •  
  •  

4

NOVEMBER

2023-11-17 Member Engagement Meeting agenda and notes

  •  Finalize & promote Member Match mixer 2
  •  Revise Member Match half-year survey
  •  Write Draft blog post and monthly blurb for Making the Case promotion
  •  

Patrick Milhoan

5

NOVEMBER

2022-11-18 Meeting agenda and notes (emailed in lieu of meeting)

No meeting necessary, email instead for updates

  •  Reminder for December 8th Tips & Tricks Event
  •  Finalize and share out Member Match half-year survey
  •  

Mary Pedraza

6

DECEMBER

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  • & share out
  •  Nominate Vice-Lead
  •  

5

DECEMBER

NO MEETING

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Member Match

Quarterly Event - Tips & Tricks, Part 2!

Mixer 2 - Sub-team Collab

@ 12pm EST

Mary Pedraza

7
6

JANUARY

27

2023
  •  Finalize & Promote March Member Match Event - with Dan Michelson

2024-01-26 Member Engagement Meeting agenda and notes

  •  Review half-year survey responses
  •  Review &
Finalize
  • finalize Member Match program promotional materials & emails for
2023-2024

Bailey Hoffner

8
  • 2024-2025
  •  Begin planning for March Member Match mixer 3
  •  

N/A - Half-year survey instead

7

FEBRUARY

2024-02-23 Member Engagement Meeting agenda and notes

  •  Begin promoting 2023-2024 Member Match
  •  Revise Member Match Application

Bailey Hoffner

9
  •  Finalize & promote 3rd quarterly event
  •  

Regina Carra

8

MARCH

24

2023
  •  Open Member Match Applications
  •  Plan for (Final!) May Quarterly Event

https://archivesspace.atlassian.net/l/cp/Yf1Dkf04

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Member Match

Quarterly Event w/ Dan Michelson

Mixer 3 - Demo Submitting a Jira Ticket + Tips & Tricks Part 2

@ 12pm EST – Canceled

  •  Open Member Match 2023-2024 applications
  •  Begin planning May Member Match mixer 4
  •  

William Clements

9

APRIL

https://archivesspace.atlassian.net/l/cp/YMAKJUHi

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Present at AS Online Forum?

Patrick Milhoan

10

APRIL

Lead discussion at all-UAC meeting

  •  Revise Member Match
Final Survey
  • EOY email/survey
  •  Finalize
Member Match Final Survey + Thank You Finalize 11
  • & Promote Final Member Match Event

Patrick Milhoan

  •  

Jaime Margalotti

10

MAY

https://archivesspace.atlassian.net/wiki/x/DwCI4w

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Member Match Mixer 3/4 - Reflections on Member Match 2023-2024

@ Noon EST

  •  Share out Member Match
Final Survey + Thank You
  • EOY email/survey (June 7)
  •  Close Member Match Applications
  •  Create Matches

Mary Pedraza

12
11

JUNE

https://archivesspace.atlassian.net/wiki/x/AgAf5Q

  •  Revise and
Finalize Sub
  • finalize sub-
Team
  • team Retrospective
  •  Choose date/time for 1st
2023
  • 2024-
2024 Mary Pedraza
  • 2025 Member Match Event
  •  Elect new Vice-Lead
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Member Match Quarterly Event - Early June TBD

  •  Draft sub-team lead transition document

William Clements