WeelyUpdate-Week of 20th August

Have a great week!

Accomplishments…

• Attended Leadership Meltdown: Freez webinar -- ODL
• Met with Diane R, created story board for 90 Day Calendar to be posted to insite
• Updated online product knowledge for Jumpstart -- Marketing
• Attended "Learning Strategy - vetting Draft" -- Simon/ODL
• Updated online MRM process charts for applications in MRM on insite-- ODL
• Assisted in completeing "Work Package Plans-HRIS Compensation" -- Simon/EPMO
• Demonstrated account openning process in MRM to vmax team -- vmax BA
• Provided feedback to participants of New Hire Program-Using Electronic Tools "Check my sig"-- ODL

Plans/Current Work…

• Assist in developing an exit strategy from VTSCU merger, touch base with Simon if he want me to play a part in this task -- Simon/Field Trainers
• Lending Training Modularized, continue work 7 and send for review -- ODL
• Construct a timeline to help complete remaining work and continuing with remaining work.


• vmax phase 5 release - work with Artemis to develop support material -- ODL
• New Hire Program - Using Electronic Tools, review content -- ODL
• vmax phase 5 release - work with Artemis to develop support material -- Artemis.
• Investigate broken links on insite -- Public Affairs & Corporate Communications

Challenges…

• Gerry Collins on vacation till the 27th of Aug, has material to review

Notes…

• Marketing has noted that there is a concern when openning Jumpstart and issueing ATM cards...more to follow
• On vacation, back on the 4th September, 2007

Misc…

WeeklyUpdate-Week of 13th of August

Have a great week!

Accomplishments…

• Worked with Help Desk to resolve user issues with MRM -- Staff/Help Desk


• Assisted in the clean-up of training and storage rooms on the 12th -- ODL


• Successfully delivered MRM Day 1 training -- ODL


• Met with Ian C to voice my concerns regarding DR Teams stance on MRM our existing CRM -- ODL


• Met with Mike Canfield with Inventure for a demo using a utility to capture a record in RFS -- vmax/Artemis


• Assisted in setting up VC member account for vmax help -- Artemis/vmax/ODL


• Completed "ME & MY TEAM" Worksheet

Plans/Current Work…

• Assist in developing an exit strategy from VTSCU merger, touch base with Simon if he want me to play a part in this task -- Simon/Field Trainers


• Lending Training Modularized, continue work 7 and send for review -- ODL


• Construct a timeline to help complete remaining work and continuing with remaining work.


• New Hire Program - Using Electronic Tools, review content.vmax phase 5 release - work with Artemis to develop support material -- ODL


• New Hire Program - Using Electronic Tools, review content.vmax phase 5 release - work with Artemis to develop support material -- Artemis.


• Work with Diane R on 90 Day Calendar -- Diane R


• Attend and participate in Learning Strategy Vetting session sheduled for next Wed -- Simon/ODL


• Demo account openning to vmax team next week...prep -- vmax BA


• Update online MRM process charts for applications -- ODL


• Investigate broken links on insite -- Public Affairs & Corporate Communications

Challenges…

• Short week of 4 days next week then on holidays returning on the 4th of September


• Gerry Collins on vacation till the 27th of Aug, has material to review

Notes…

Misc…

WeeklyUpdate-Week of 06th of August

Have a great week!

Accomplishments…

• Met with Simon and Lory re HRIS Work Package-Simon/Lory.
• Scheduled to demo of the Account Opening to vmax team for the 23rd August 10:30-12:00-vmax BA/Team.
• Schedeled to run MRM Day 1 on the 16thAug2007.
• Tested Live Meeting and provided feedback to Inventure-Field Trainers/Inventure.
• Provided feedback to participants of New Hire Program-Using Electronic Tools "Check my sig"-ODL.
• Sent in Vacation request for 27th to 31 August-Melissa.
• Sent status update re Lending Coaching Modules to team-Peter R, Susan K, Gerry C, Kelly M, Michelle K.
• Sent Lending Coaching Module Six for a second round of review, expecting feedback by the 29Aug2007-Gerry C Kelly M, Michelle K.
• Submitted CB tuition reimbursement request to Employee Services-ODL

Plans/Current Work…

• Assist in developing an exit strategy from VTSCU merger-Simon/Field Trainers.
• Schedule MRM Day 2 session for August-Leona/Artemis.
• Lending Training Modularized, continue work on Module 7 and send for review-ODL
• Construct a timeline to help complete remaining work and continuing with remaining work-Simon
• New Hire Program - Using Electronic Tools, review content.vmax phase 5 release - work with Artemis to develop support material.
• Review material from Corey's desk for relevancy-ODL
  

Challenges…

Notes…

• vmax status meeting cancelled for this week-Vijay

Misc…

WeeklyUpdate-Week of 30th of July

Lory you are receiving this instead of Susan, for our One on One scheduled for the 14th Aug.

Accomplishments…

• Completed Quick Reference Links for 90 Day Calendar-Diane R
• Completed SWOT analysis of Learning Strategy Infrastructure Review findings-Simon.
• Met to determine “Field Level Help” - vmax
• Met to discover expectation for HRIS Work Package

Plans/Current Work…

• Test new Live Meeting console with Field Trainers so we can provide feedback - Inventure.
• Demo opening a new member account to vmax Team - vmax BA.
• Assist in developing an exit strategy from VTSCU merger-Simon/Field Trainers.
• Schedule possible MRM Sessions for August-Leona.
• Lending Training Modularized, continue work on Mod 6 and 7. Send update to Peter R and Gerry C-Sales and Service
• Construct a timeline to help complete remaining work and continuing with remaining work.
• Set up meet with Team re HRIS Work Package-Simon, Lory
• New Hire Program - Using Electronic Tools, review content.vmax phase 5 release - work with Artemis to develop support material.
• Scheduled to demo Account Opening to vmax team on the 23rd August 10:30-12:00-vmax team.
• New Hire Program - Using Electronic Tools, review content.vmax phase 5 release - work with Artemis to develop support material-Artemis.
  

Challenges…

• Three day work week for the week of the 7th August
  

Notes…

Misc…

July

Accomplishments...

• MRM:Revised MRM Binder Lending section, have reduced the size as well as the cost to a tenth of what it used to be.Successfully ran a total of four, MRM Day 1 and 2 with 36 participants.
• HISP:Developed and delivered in collaboration with NCC "Knowing Jumpstart HISP" an online product training tool. One of the first of its kind, modeled from New Hire Program.
• Lending Training Modularized:
  Met with Peter, Michelle, Kelly, Jerry, Simon; outcomes include getting back on track to completing the program with a better sense of each other expectations.Will be drawing out a timeline with Simon, to complete the work.
• "Welcome to Vancity" site created on Insite.
  A place where new staff from the recent merger can visit to access information or material relevant to them.
  

Misc...One on One with Susan July 3rd, action item outcomes:

• Follow-up with New Hire Program-
  Done! - team re classroom session:Result of discussion with Leona; her and Diane are working on the classroom portion and will request my involvement as required.
• HRIS Learning Plan-
  Done! - Set up meet with Connie E to surface requirements that the plan may address.Waiting to hear back from Brad Shannon.
• VTSCU Learning Plan-
  Done!- Discuss evaluation of plan with Chris. He will be taking initiative of the evaluation and will involve me as required. More to come…

Notes...

• August 6th BC Day.
  

Plans/Current Work...

• Lending Training Modularized:
  Will construct a timeline to help complete remaining work and continuing with remaining work.
• 90 Day Quick Reference – Helping Diane R with the 90 Day Calendar.
• MRM-Will scheduel and run 2 sessions in August.
• HRIS Learning Plan-Meeting to attend on the 3rd re Compensation Module for Ceridian.
• New Hire Program - Using Electronic Tools, review content.vmax phase 5 release - work with Artemis to develop support material.