{
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    "title" : "Roles by phase |Digital.gov",
    "description": "Roles by phase",
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    {"title" :"Roles by phase","summary" : "Who needs to be involved in each phase, and what they should focus on during that phase.","date" : "2023-07-24T09:00:00-05:00","date_modified" : "2024-07-05T22:14:24-04:00","primary_image" : { "uid" : "hcd-discovery-operations", "alt" :
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      "filepath" :"guides/hcd/discovery-operations/roles-by-phase.md",
      "filepathURL" :"https://github.com/GSA/digitalgov.gov/blob/cms/news/2024/07/2024-07-02-case-study-increasing-access-to-required-bankruptcy-meetings/content/guides/hcd/discovery-operations/roles-by-phase.md",
      "editpathURL" :"https://github.com/GSA/digitalgov.gov/edit/cms/news/2024/07/2024-07-02-case-study-increasing-access-to-required-bankruptcy-meetings/content/guides/hcd/discovery-operations/roles-by-phase.md","url" : "/preview/gsa/digitalgov.gov/cms/news/2024/07/2024-07-02-case-study-increasing-access-to-required-bankruptcy-meetings/guides/hcd/discovery-operations/roles-by-phase/","content" :"\n\n\n\n\n\n\n\u003cdiv class=\"image\"\u003e\u003cimg\n      src=\"https://s3.amazonaws.com/digitalgov/hcd-discovery-operations-3_w800.png\"alt=\"Decorative\"srcset=\"https://s3.amazonaws.com/digitalgov/hcd-discovery-operations-3_bu.jpg 48w,https://s3.amazonaws.com/digitalgov/hcd-discovery-operations-3_w1200.png 1200w,https://s3.amazonaws.com/digitalgov/hcd-discovery-operations-3_w800.png 800w,https://s3.amazonaws.com/digitalgov/hcd-discovery-operations-3_w400.png 400w,https://s3.amazonaws.com/digitalgov/hcd-discovery-operations-3_w200.png 200w\"sizes=\"(max-width: 800px) 100vw, 400px\"\n    /\u003e\u003c/div\u003e\n\n\n\u003ch2 id=\"problem-framing\"\u003eProblem framing\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eProject Lead\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eManage the overall project, as well as early-stage conceptualization and articulation of the problem frame.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eLeadership\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eIf the project was generated from leadership, leaders should:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eBe deeply involved in the project-framing process.\u003c/li\u003e\n\u003cli\u003eAgree to actively lend their sponsorship and support to the project.\u003c/li\u003e\n\u003cli\u003eWork to ensure consensus and knowledge amongst their peers, as well as any partner organization(s).\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e(Note, leaders are generally not involved with grassroots projects at this stage.)\u003c/p\u003e\n\u003ch2 id=\"leadership-buy-in\"\u003eLeadership buy-in\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eProject Lead\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eRegular, ongoing communication with leadership and key stakeholders, including:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eExplain the frame and the logic behind that frame.\u003c/li\u003e\n\u003cli\u003eDemonstrate the value of the project.\u003c/li\u003e\n\u003cli\u003eGain sponsorship and ongoing support for the project.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eCurrent/Potential Team Members\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eHelp the research lead sell the project to leadership.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eHelp define the shape of the team, including determining whether or not the project needs to have a local contact.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eIf so, identify the type of local contact needed, and begin recruiting.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eRead the \u003ca href=\"/preview/gsa/digitalgov.gov/cms/news/2024/07/2024-07-02-case-study-increasing-access-to-required-bankruptcy-meetings/guides/hcd/\"\u003eHCD Guides\u003c/a\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"build-the-team\"\u003eBuild the team\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eProject Lead\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfirm roles of potential team members, and tailor role assignments to team members’ soft and hard skills. People will do a better job if they have an affinity for their role.\u003c/li\u003e\n\u003cli\u003eManage the distribution of effort.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eTeam Members\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eSort themselves into preferred project roles, and communicate those preferences to the research lead.\u003c/li\u003e\n\u003cli\u003eMaintain flexibility by recognizing they may have responsibilities outside of their preferred role, and that their role may change as the project progresses. For example, one team member might start as the recruiter and then move into the logistics coordinator role.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eLocal Contact\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eGain permission from local leadership to participate in the project.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"recruit-participants\"\u003eRecruit participants\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eRecruiter\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eManage recruiting sources, follow-up on leads, and present potential participant options to the team.\u003c/li\u003e\n\u003cli\u003eWork with the local contact to identify local leadership and book an on-site briefing.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eLocal Contact\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eWork with the recruiter to find participants and gather references.\u003c/li\u003e\n\u003cli\u003eTrack down local leads, as needed.\u003c/li\u003e\n\u003cli\u003eScout and secure synthesis sites.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"overview-planning\"\u003eOverview planning\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eLogistics Coordinator\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eOwn and update the team calendar.\u003c/li\u003e\n\u003cli\u003eChoose a hotel and reserve space for synthesis sessions.\u003c/li\u003e\n\u003cli\u003eIdentify transportation options.\u003c/li\u003e\n\u003cli\u003ePlan for and coordinate printing and supplies.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eLocal Contact\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eWork with both the recruiter and logistics coordinator.\u003c/li\u003e\n\u003cli\u003eConduct pre-visit evaluation of interview location options, and set a time to brief the team once they arrive on-site.\u003c/li\u003e\n\u003cli\u003eCoordinate and communicate with the research lead and local power structures, such as local leadership, unions, or bureaucracies, prior to site visit.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"research\"\u003eResearch\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eProject Lead\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eLead interviews and/or observations.\u003c/li\u003e\n\u003cli\u003eCoordinate with the team to track changes in schedules, locations, or subjects.\u003c/li\u003e\n\u003cli\u003eTake notes during interviews, when needed.\u003c/li\u003e\n\u003cli\u003eGuide post-interview activities.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eResearchers\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eLead interviews and/or observations.\u003c/li\u003e\n\u003cli\u003eTake notes during interviews, when needed.\u003c/li\u003e\n\u003cli\u003eGuide post-interview downloading sessions.\u003c/li\u003e\n\u003cli\u003eCommunicate broad strokes of interviews with Project Lead if working in multiple groups.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"synthesis\"\u003eSynthesis\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eProject Lead\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eLead team through exercises to find insights and opportunities, ensuring they align within the project frame.\u003c/li\u003e\n\u003cli\u003eCommunicate the outcomes from the synthesis session(s) to leadership.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eAll Team Members\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eActively participate in synthesis and analysis by providing ideas, defending positions, documenting agreed-upon ideas and themes on sticky notes, and/or taking pictures.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"communicate-findings\"\u003eCommunicate findings\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eProject Lead\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePresent and/or communicate planned deliverables to leadership and stakeholders.\u003c/li\u003e\n\u003cli\u003eCoordinate the production, review, delivery, and communication of any products that come out of the research round.\u003c/li\u003e\n\u003cli\u003eEnsure that project artifacts are savedand  organized in an approved location.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eResearchers\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eSupport delivery of findings and deliverables to leadership and stakeholders.\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\n\n\n\u003carticle class=\"dg-ring\" aria-labelledby=\"8be779c505b5a4e641bb8d70b0df9f29\"\u003e\n  \u003ch2 id=\"8be779c505b5a4e641bb8d70b0df9f29\" class=\"dg-ring__title\"\u003eTry it out\u003c/h2\u003e\n  \u003cp\u003eCreate your team’s contact list. You’ll need to record this basic info for each team member on your project.\u003c/p\u003e\n\u003cp\u003eThe basic roles you must identify at this point are: Leadership, Project Lead, Researcher(s), Recruiter, and Logistics Coordinator.\u003c/p\u003e\n\n\u003c/article\u003e\n\n"}
  ]
}