Notes on what Shannon Bradley does for ACCESS-ACO

Take notes at meetings

1. Make sure any follow up tasks are captured in the correct Jira task board

2. Make sure any Decisions are captured in the Decision Tracker

3. Make sure any Parking Lot Items are captured in the Parking Lot

4. Make sure deferred items are placed in correct upcoming agenda

Management of Jira Boards

1. Jira Tasks for ACO Calendar - https://access-ci.atlassian.net/jira/core/projects/ATC/board

2. Jira Tasks for EC management of Program Milestones - https://access-ci.atlassian.net/jira/core/projects/ECMT/board

3. Jira Tasks for ACO, EC, NSF - https://access-ci.atlassian.net/jira/core/projects/ATT/list?direction=ASC&filter=%22Category%5BCategory%5D%22%20%3D%20%22NSF%20Meeting%20To%20Do%22%20AND%20status%20IN%20(%22To%20Do%22%2C%20%22In-Progress%22)&sortBy=duedate

4. Jira Tasks for Quarterly Meeting Followup - https://access-ci.atlassian.net/jira/core/projects/ATT/list?sortBy=duedate&direction=ASC&filter=%22Category%5BCategory%5D%22%20IN%20(%22EC%20Meeting%20To%20Do%22%2C%20%2224Feb-QtrlyMtg%22%2C%20%2224June-QtrlyMtg%22)%20AND%20status%20IN%20(%22In-Progress%22%2C%20%22To%20Do%22)

5. Jira ACO Risk Management - https://access-ci.atlassian.net/jira/core/projects/RR/board?filter=labels%20%3D%20%22ACO%2FOpenCI%22

6. Jira ACO Change Management - https://access-ci.atlassian.net/jira/core/projects/PCR/board

Process Improvement

1. Decision Tracker

   1. Quarterly Report Query - ACO/EC Decision Report - Quarterly Summary

   2. ACO Decision Report - OpenCI ACO Weekly Leadership Meetings | Decision Report from ACO Meetings

   3. ACCESS Decision Report - ACO Easy Access Page | ACCESS Decisions Made

2. Engagement Tracker - OpenCI ACO Weekly Leadership Meetings | Engagement Tracker

3. Parking Lot - in Meeting Agendas

4. Lessons Learned - ACCESS Lessons Learned on Decisions Made: Jan - March 2025

5. Easy Access Page for each group

   1. ACO Easy Access Page

   2. Executive Council Meetings

   3. NSF OpenCI Meetings

Personnel Management

1. On-Boarding Training - ACO On-boarding Process

2. Off-Boarding Training - https://access-ci.atlassian.net/wiki/spaces/ACP/pages/854294541

3. In-Boarding Retention -

   1. https://access-ci.atlassian.net/wiki/spaces/ACP/pages/854491146

   2. Need pages on retention

Page Design for Metrics

1. ACO Metrics

   1. https://access-ci.atlassian.net/wiki/spaces/ACP/pages/639139858

   2. https://access-ci.atlassian.net/wiki/spaces/ACP/pages/639762434

2. ACCESS Wide Metrics - https://access-ci.atlassian.net/wiki/spaces/ACP/pages/1131380745

Team Science and Management Education

1. https://access-ci.atlassian.net/wiki/spaces/ACP/pages/358973441

Reports

1. Quarterly Report

   1. PM section

   2. Editing full document

2. Annual Report

   1. PM section

   2. Editing full document

Presenting to Teams on new available tools

Assist Lavanya as needed