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 
- Status update
- Current issues
- Reminders
- Your input on moving forward
LRTL Meeting 12/04/08 
- On Track for 12/8
- Potential Go-live Issues
- General Reminders
LRTL Meeting 11/18/08 
- Launch is a 'Go'!
- Purchasing Update
- New Security Form
- Communications Update
LRTL Meeting 10/22/08 
- Café status update
- Preparing for launch
- Cutover approach
- Key dates
- What’s changing
- Training
LRTL Meeting 9/16/08 
- Café Status Update
- New Go-live Approach
- Training Update
- Security Access & Workflow Updates
- Future LRTL Meeting Topics
LRTL Meeting 8/12/08 
- Security Matrices
- Training Approach
LRTL Meeting 7/29/08 
- Cutover Timeline
- LRTL Responsibilities
- Accessing the New System
- Help Desk/Support
- Questions Addressed
LRTL Meeting 7/1/08 
- Cutover Timeline
- LRTL Responsibilities
LRTL Meeting 6/3/08 
Project Café training overview
- Timeline
- Training Logistics
- Training Locations
- Training Matrix
- LRTL Responsibilities
- Distribute communications
- Posters and postcards
- Training registration
- Café Responsibilities
Training poster 
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 Presentation
Chart of Accounts Quick Reference
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 Plan
PTView/Cognos Reporting Newsflash
PTView/Cognos Reporting Training Schedule
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
- Communications
Additional Materials
InfoEd PT View handout
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
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
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