Meeting Materials

Various materials will be distributed in each of the monthly Local Readiness Team Lead (LRTL) meetings. Each meeting will include, at the very least, a PowerPoint presentation. Other items may be things such as checklists, communications, or schedules.

You can also find the presentation from our summer 2007 From CUFS to Café event here.

Downloaded PDFs can be opened with Adobe Reader.
If you don't have Microsoft Office installed, you can download a free PowerPoint viewer.

Note: LRTL meetings from February through May 2008 consisted of Transition Workshop content. Materials from those meetings are located on our Transition Workshop Materials page.


LRTL Meeting 2/17/09 pdf

  • Status update
  • Current issues
  • Reminders
  • Your input on moving forward

LRTL Meeting 12/04/08 pdf

  • On Track for 12/8
  • Potential Go-live Issues
  • General Reminders

LRTL Meeting 11/18/08 pdf

  • Launch is a 'Go'!
  • Purchasing Update
  • New Security Form
  • Communications Update

LRTL Meeting 10/22/08 pdf

  • Café status update
  • Preparing for launch
    • Cutover approach
    • Key dates
    • What’s changing
    • Training

LRTL Meeting 9/16/08 pdf

  • Café Status Update
  • New Go-live Approach
  • Training Update
  • Security Access & Workflow Updates
  • Future LRTL Meeting Topics

LRTL Meeting 8/12/08 pdf

  • Security Matrices
  • Training Approach

LRTL Meeting 7/29/08 pdf

  • Cutover Timeline
  • LRTL Responsibilities
  • Accessing the New System
  • Help Desk/Support
  • Questions Addressed

LRTL Meeting 7/1/08 pdf

  • Cutover Timeline
  • LRTL Responsibilities

LRTL Meeting 6/3/08 PDF icon

Project Café training overview

  • Timeline
  • Training Logistics
  • Training Locations
  • Training Matrix
  • LRTL Responsibilities
    • Distribute communications
    • Posters and postcards
    • Training registration
  • Café Responsibilities

Training poster PDF icon

 

Note: LRTL meetings from February through May 2008 consisted of Transition Workshop content. Materials from those meetings are located on our Transition Workshop Materials page.

 

LRTL Meeting 1/16/08

This month's meeting is the first in a series of previews of Project Café's Transition Workshops. This month's feature: Chart of Accounts.

Chart of Accounts PresentationPDF icon

Chart of Accounts Quick ReferencePDF icon

We also distributed the Transition Workshops poster. If you need additional copies of the poster, please email projectcafe@northwestern.edu with your request.

 

LRTL Meeting 12/11/07 (PowerPoint)

  • Project Café Scope
  • Project Café Timeline
  • Transition Workshops
  • Process
  • Chart of Accounts Transition Workshops
  • Hands-on Application Training
  • Go-Live
  • End User ‘Tracks’

Project Café Software Requirements (.xls)

LRTL Meeting 10/16/07 (PowerPoint)

InfoEd Proposal Tracking and Cognos Reporting

  • Timeline
  • Access, Training, and Security
    • Administrators, Coordinators, and Staff
    • Central Unit Users
    • Faculty and Post-Docs
    • Cognos Advanced Query
  • LRTL Responsibilities
    • Newsflashes
    • Posters
    • Training
  • Café Responsibilities
  • Help Desk

Additional Materials

PTView/Cognos Reporting Communication PlanPDF icon

PTView/Cognos Reporting NewsflashPDF icon

PTView/Cognos Reporting Training SchedulePDF icon

 

LRTL Meeting 9/19/07 (PowerPoint)

InfoEd Proposal Tracking and Cognos Reporting

  • InfoEd Update
    • Proposal Tracking & SPIN
    • Proposal Development
  • Proposal Tracking (view access) & Cognos Reports
    • Fast Facts: PT and Cognos Reports
    • Intended Audience
    • Proposal Tracking Information and Demo
    • Cognos Reports Information and Demo
    • Cognos Advanced Query Information
    • Timeline
  • LRTL Responsibilities
    • Audience Identification
  • Communications

Additional Materials

InfoEd PT View handoutPDF icon

PT View Audience (Excel)

LRTL Meeting 6/27/07 (PowerPoint)

  • Requirements Gathering and Analysis Process Overview
  • Business Process Changes/Impacts Overview
    • Chart of Accounts
    • Supply Chain
    • Grants
    • Facilities
    • Cognos Planning

LRTL Meeting 6/20/07 (PowerPoint)

InfoEd is Coming! Proposal Development Implementation Overview

LRTL Meeting 6/6/07 (PowerPoint)

Project Café Implementation Readiness Activities

  • Requirements Gathering Overview
  • Testing Overview
  • Training Overview
  • Communications Overview
  • End User Support Overview

LRTL Meeting 5/16/07 (PowerPoint)

Introduction to Project Café, the Implementation Readiness Team, and the LRTL concept

  • Project Café Purpose
  • Business Process Improvement Goals
  • Timelines
  • Project Café Update
  • Implementation Readiness Overview
  • Implementation Readiness Team and Responsibilities
  • Local Readiness Team Lead Meetings & Activities
From CUFS to Café: Summer Stakeholder Appreciation Event 8/22/07 PDF icon

Presentation delivered by Jason Schober, Functional Applications Manager, and Suneetha Vaitheswaran, Implementation Readiness Specialist, at our event to kick off the countdown to September 2008.

  • How We Started
  • What We Did
  • Design Highlights
  • Current Status
  • InfoEd Update
  • Challenges
  • What's Next and How You Can Help
  • What to Expect