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8/13 - 9/22: Plan Draft #1 Pillar Content Creation - COMPLETE

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8/13 - 9/22: Plan Draft #1 Pillar Content Creation - COMPLETE

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Core Team Writes Draft #1 Pillar Content

Vogl Consulting Supports via 1-hour Working Sessions

Core Team Pillar Content Assignments Are:

Assignment for Liz and Laura - Prioritizing BIPOC Voices Internally & Externally (Due 9/22)

Assignment for Isabel, Roberta, and Terri -  Becoming a Center for Teaching & Learning (Due 9/22)

Assignment for Tina w/ Vogl Consulting Support - Creating a Vital & Dynamic Collection (Due 9/22)

Assignment for Jim and Christopher - Supporting Civic Engagement & Democracy (EXTENSION: Due 9/24)

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9/10, 3-4PM ET: BIPOC Community Focus Group Materials & Debrief Meeting - COMPLETE

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9/10, 3-4PM ET: BIPOC Community Focus Group Materials & Debrief Meeting - COMPLETE

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NEW Team provides BIPOC Community Focus Group Materials to Core Team including top takeaways, recommendations, and an anonymized transcript.

NEW Team leads 1-hour Debrief Meeting to present their findings and recommendations. Laura, Liz, Jim, Lisa, Vogl Consulting, and Tina participate. Other Core Team members are not required to attend.

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8/30 - 9/24: Additional Plan Draft #1 Component Creation - COMPLETE

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8/30 - 9/24: Additional Plan Draft #1 Component Creation - COMPLETE

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Vogl Consulting creates additional Plan Draft #1 components for Core Team review and revision. Components include:

Introduction (Tina to revise)

Values Statement (based on notes)

Strategic Filter

Graphic Representations of Pillars (to spur thinking)

Jim & Christopher complete the first draft of their pillar content by 9/24, 5 PM ET

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9/24 - 10/1: Draft #1 Review & Feedback - COMPLETE

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9/24 - 10/1: Draft #1 Review & Feedback - COMPLETE

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Vogl Consulting compiles and provides Plan Draft #1 by 9/24 at 5 PM PT.

Core Team reviews and provides feedback via a Comment Board reflecting on plan overall coherence, desired revisions/additions, and unresolved issues by 10/1.

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10/4, 2-4PM ET: Core Team Meeting - Agreement on Draft #1 Revisions - COMPLETE

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10/4, 2-4PM ET: Core Team Meeting - Agreement on Draft #1 Revisions - COMPLETE

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Core Team attends a 2-hour meeting facilitated by Vogl Consulting to discuss Core Team Comment Board feedback on coherence, revisions/additions, and unresolved issues in Plan Draft #1. We will seek agreement on revisions to be made before sharing Plan Draft #2 with the full UMMA staff.

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10/5 - 10/25: Plan Draft #2 Creation - COMPLETE

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10/5 - 10/25: Plan Draft #2 Creation - COMPLETE

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Vogl Consulting incorporates revisions agreed upon by the Core Team with Core Team support as needed to create Plan Draft #2.

Vogl Consulting schedules 1-hour meetings with pillar co-leads for revision sessions.

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Core Team finalizes content by EOD Monday 10/25.

Marc and Kelly compile the second on 10/26 and send it to all staff on 2/27.

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10/27 - 11/1: Plan Draft #2 All Staff Review

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10/27 - 11/1: Plan Draft #2 All Staff Review

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Vogl Consulting shares Plan Draft #2 and review prompts (with optional Comment Board to write responses to prompts and open space for questions/thoughts) with UMMA full staff on 10/27.

UMMA Full Staff reads and reviews the plan using prompts.

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Oct-Dec: Design Work and Communications Plan 

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Oct-Dec: Design Work and Communications Plan 

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Public Web Version

A condensed version of the content for the web is due in draft form for review, early November

Mock-up web design available for review, mid-November

Web content finalized, late-November

Updates made and website for plan final, mid-December

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11/1 - 11/12: Unit by Unit Staff Plan Input Meetings

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11/1 - 11/12: Unit by Unit Staff Plan Input Meetings

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Core Team Members (with attendance, facilitation, and notetaking support from Vogl Consulting if desired) facilitate 1.5-hour plan review sessions.

Prompts provided to answer, ‘Is the plan helpful for real-world priority-setting and decision-making?’ and track desired revisions.

Alisunn will help set a schedule for joining existing unit meetings.

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Kelly, Christopher, Alisunn and Miranda meet to review initial design concept

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Concept updated and finalized by Miranda based on feedback

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Core team reviews via email and approves updated concept design

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11/18: Core Team Meeting: Final Revisions Plan

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11/18: Core Team Meeting: Final Revisions Plan

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Core Team participates in a 2-hour meeting facilitated by Vogl Consulting to debrief staff feedback and agree on a plan to make final report revisions.

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Full booklet designed and print pricing commences

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11/22 11/26: Break for Thanksgiving Holiday

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11/22 11/26: Break for Thanksgiving Holiday

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Any additional small design revisions gathered by Christopher, Alisunn, and Kelly (should be minimal at this stage)

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Vogl Consulting leads final plan revisions with support from the Core Team.

Vogl Consulting schedules final one-hour revision sessions with Pillar Co-Leads

Vogl Consulting reviews/revises to ensure the level of detail is consistent and that the document is cohesive

UMMA Editor reviews/revises to ensure that the language in the final draft is true to UMMA's voice

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Final plan copy implemented throughout design

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Date TBD (potentially 12/16): Presentation of Final Plan 

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Date TBD (potentially 12/16): Presentation of Final Plan 

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Core Team attends (with other stakeholders if desired) Final Plan culminating meeting facilitated by Vogl Consulting.

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Final delivery and print order submitted!