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\uD83C\uDFA2 Monthly Meeting Roadmap

Month & Meeting

/s

Member Match

ListServ

Listserv Discussion Topic

1
JULY

AUGUST

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

  •  New Member Orientation

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

Mary Pedraza

2

AUGUST

  •  Finalize Plans for first Mixer
  •  Finalize Work Plan
  •  Member Match Monthly & Quarterly Calendar
  •  Review/Revise Main sub-team pages

Mary Pedraza

3
  •  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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Member Match Mixer - Sharing Tips & Tricks

1:00 EST

  •  Begin planning for early December event
#E6FCFF

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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Present work plan at Joint TAC/UAC meeting

Date TBD

  •  Brainstorm: how to promote Making the Case website and handout
4

OCTOBER

  •  Finalize & Promote 2nd Quarterly Event
  •  Revise Member Match half-year survey
  •  Write Draft blog post and monthly blurb for Making the Case promotion
  •  
5
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Member Match Mixer 1 - Tips & Tricks

@ 12pm EST

  •  Begin planning for early December Member Match mixer 2
  •  ID sub-team to collaborate with
  •  
  •  

4

NOVEMBER

2023 (optional?)
  •  Reminder for December 8th Tips & Tricks Event
 Finalize and share out

2023-11-17 Member Engagement Meeting agenda and notes

  •  Finalize & promote Member Match mixer 2
  •  Revise Member Match half-year survey & share out
  •  Nominate Vice-Lead
  •  
6

5

DECEMBER

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NO MEETING

?

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Member Match

Quarterly Event - Tips & Tricks, Part 2! 7

Mixer 2 - Sub-team Collab

@ 12pm EST

Mary Pedraza

6

JANUARY

  •  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 2023-20248
  • for 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
9
  •  Finalize & promote 3rd quarterly event
  •  

Regina Carra

8

MARCH

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

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

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

Member Match Quarterly Event w/ Dan Michelson

@ 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?

10

APRIL

Lead discussion at all-UAC meeting

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

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
12

Mary Pedraza

11

JUNE

28

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

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

William Clements