Help:Monitoring

Overview

• Contracts with individuals and partner organizations are located in the folder "TOR" in SharePoint.
• Deliverables are tracked as cards in Trello, on the board "DFM Scoping Research": https://trello.com/b/HubNzjyl/dfm-scoping-research. Due dates are as agreed in the contract (or amendments). Following each meeting or email updates, status information should be added as comments on these cards. Reports received should be moved to the list "With DFM Central", and the successive revisions attached to the card. (Attachments over 10 MB will need to be saved on SharePoint and a reduced-size copy stored on Trello.) It may be preferable to manage editorial workflow on a separate Trello board, and link the cards.

• See contract timelines for the dates of current contracts with partner organizations. Funds cannot be sent to partners if the contract has expired. Write to Elke or to someone in Purchasing (Drew Murray) to amend a contract end date.
• Partners are generally slow to provide updates. Sending emails or holding meetings to request status updates is often necessary.
• We have overview listings for each of the teams on the page Monitoring. The pages have been updated by the trello2wiki bot, but can also be maintained manually if desired.

Trello views

Team progress is currently being tracked using Trello, which provides a convenient kanban board interface. Task cards can be filtered in various ways using the built-in interface; the links below are for provided for convenience.

• Overdue deliverables for all teams
• Deliverables due in the next month
• Completed reports
• Reports in progress
• iCalendar feed (calendar listing of project deliverables by due date)