Neighborhood Coordinator Training - The Basics-: Welcome!

Neighborhood Coordinator
Training
-The Basics-
Welcome!
Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Agenda
• Introductions
• Knowledge Management Overview
• Neighborhood Coordinator Responsibilities
• Neighborhood Basics
• Break (10 minutes)
• Building Blocks
– Creating Something New
– Modify Settings and Columns
• Questions and Answers
Introductions
Neighborhoods Project Team

Kevin Hans Michael Spencer
Knowledge Management Information Technology
202-303-6813 202-438-5000
Hans@usa.redcross.org SpencerM@usa.redcross.org

Knowledge Management
Overview

Benefits of Sharing Knowledge
• Unleash new ideas and creativity
• Faster problem solving
• Minimizes duplication/re-invention
• Develop and implement new business
models
• Retain valuable knowledge as employees
move
• Reduce time-to-competency for new hires
Knowledge Management
• Process of identifying, collecting, and
sharing knowledge so that people can –
– Get what they need to know
– When they need it
– In a way that they can use it

Knowledge Management Tools at ARC
• Best Practices System

• Benchmarking
• Neighborhoods

What is a best practice?
A well defined, repeatable activity that
contributes to the efficient
accomplishment of an organization’s
strategic goals.

It’s Moved!
Access it
here on
CrossNet
homepage!

Benchmarking
• Benchmarking is the practice of being

humble enough to admit that someone
else is better at something, and being
wise enough to learn how to match and
even surpass them at it.
Source American Productivity & Quality Center

Completed Benchmarking Projects
• Health and Safety Services
• Largest 400 chapters
• Chapters up to 200,000 in population
• https://crossnet.redcross.org/chapters/services/health_safety/m
• Volunteer administration and management

• https://crossnet.redcross.org/chapters/administer/vol/index.asp

What are Neighborhoods?
• Networks of people who, virtually and face
to face, share information, insights,
experiences and tools about a topic of
common interest

Neighborhood Characteristics
• Common terminology
• Specific tools shared; potential solutions
explored
• Core leaders will emerge
• A community forms, grows, matures,
changes, ages and sometimes dies

Requirements
Non Technical Technical
• Directly relate to the • Internet Explorer,
Strategic Plan recommend 6.0
• Have a Neighborhood • Internet access speed
Coordinator of greater than 56K
• Neighborhoods just for ease, but it will
MUST NOT duplicate still work on 56K
CrossNet

Knowledge Impact
Tacit
on Organization
Field
staff
Knowledge Type
Neighborhoods
Best Practices System
Explicit
Reach
Responsibilities

The Most Important Success Factor?
• The Neighborhood Coordinator

Responsibilities
 Adding and deleting members to/from the Neighborhood
and determining their level of access e.g. read only,
contributor etc.
 Managing overall Neighborhood design and ensuring that

content is monitored by you or a designee.
 Serve as the primary point of contact for all members of

the Neighborhood including training, responding to
questions and requests for help.

Responsibilities
1. Serve as the spokesperson/advocate for the
Neighborhood to your management.
3. Ensure a designated backup is assigned to cover for

you in the event that you cannot fulfill your Coordinator
responsibilities. It is OK to have a deputy coordinator.
5. Attend the monthly Neighborhood Coordinator

conference call.
• Report system problems to the Neighborhoods Project

Team.
Responsibilities
• Report success stories to the Neighborhoods Project Team
such as cost savings, efficiencies, and/or innovations.
• Provide ideas and feedback to further develop and enhance

the your Neighborhood and/or the Neighborhoods product.
• Set an alert to the Announcements on the Team site.
• Notify the Neighborhood Project Team when the

Neighborhood is no longer required.

Neighborhood Clean Up Week
• First full week of December
• Review all:
– Users
– Discussions
– Announcements
– Links
– Document libraries
• Delete or archive what is no longer
needed!
How much time does it take?
• Depends upon the size of the Neighborhood
• Depends upon the stage the Neighborhood is in
• Depends upon what’s going on at any given time
• Overall, though,
– For large Neighborhoods, perhaps at least 25%
– At a minimum, 10%

Neighborhood Basics

Links
• Click on the link to
open hyperlink (Step 1)
Step 1
• To add a new link,
click “add new link”
(Step 2)
• Be sure to save and

close when finished.
Step 2

Announcements
• To view the entire text of Step 1
an announcement click
on its title. (Step 1)
• To add a new Step 2
announcement click on
“add new Step 3
announcement.” (Step 2)
• After you have entered

your text click save and
close. (Step 3)

Events
• Events serves as the
calendar for the
Neighborhood.
• Events can be
displayed
as a calendar or as a
list.

Events
• Click on a listed event Step 1
to see the entire

posting for that event.
(Step 1)
• Click on “Save and

Close” when you Step 2
have finished entering

your content. (Step 2).

Document Library
• Documents are
located here to allow
you to store
documents in a
central location so
they can be accessed
by other users.

Uploading a Document
• Step One: In the
library, click on
“upload document”.
• Step Two: Click on

“browse” and select
the document you
want to add.
• Save and close.

Edit a Document
• To edit a document
move your curser to
the left of name of the
file you want to edit.
A drop down menu
will appear. From the
menu select “edit in
Microsoft Word.”

Set Alerts
• When documents,
lists, etc. are created,
modified, or deleted, Step 1
users who sign up for

alerts receive a
message informing
them that changes
have been made Step 2
• Click on item(s) you

want to be alerted
about. (Step 1 and 2)
Set Alerts
• Each user must fill
out the form
themselves.
• When changes are
made, they will
receive and email
with a link to the
change

Manage Users Step 1
• From the home page,

click “site settings”.
(Step 1)
• Select “Manage Step 2
Users”. (Step 2)
• You can add new
users, delete users, Step 3
and edit the site

group permissions.
(Step 3)

Add Users
Step
Step 1
• Click Site Settings → 1
Manage Users → Add

users. (Step 1)
• Type in User Name to
add the user if they
already have a
Neighborhood
account & select Step
Step
2 2
permissions. (Step 2)
• Example:
NHQDTCSPN1\YorkMa

Edit User Permissions
Step 2
• Click Site Settings →

Manage Users (Step 1)
• Select User names
and click “Edit Site
Groups of Selected
Users” (Step 2)
• Change the user’s
permissions. (Step 3) Step 3

Break!
10 minutes

Building Blocks

Webparts
• Links
• Announcements
• Discussion Board
• Events
• Document Library

Create Something New
• Click “Create” and

select the new
webpart you want to
make.
• Complete the form
• Decide if you want the
new webpart on your
QuickLaunch bar.

Add New Webpart (cont’d)
Step 1
Step 2
• Modify Shared Page
(Step 1)
• Add Webparts &

Browse (Step 2)
• Select from Webpart
List the piece you just
created (Step 3)
Step 3
• Click “Add”
Step 4
Design Page
• Click “Modify Shared

Page”
• Click “Design this
Page”
• This breaks the page up
into individual webparts
and allows you to move
them around.
– The Links webpart has
been moved from the left
side of the page.

Modify Settings & Columns
• Use this to change

the design of the
document library:
– Name
– Security Features
– Columns
– Views

Modify Settings & Columns
A.General Settings
D.Columns
G.Views

A. General Settings
• Change General
Settings:
– Modify document
name
– Add to Quick Launch
Bar
– Content Approval

A. General Settings
• Change Permissions:
– Add and Remove
users
– Change the rights of a
user

B. Columns
• When team members
add a document to a
library, the form they fill
out has one data entry
field for each column that
is defined for the library
• Modify these forms by
modifying the columns in
the library. You can add,
delete, and rename fields
on the forms.

B. Columns
• Add New Column: Step 1
– Select an option for

the type of
information you want
to store in this
column (Step 1)
– If you want to require
team members to
enter information in Step 2
this column, click

Yes. (Step 2)

B. Columns
• Change order of fields:
– Under Columns, click
“Change the order of the
fields”.
– Under “Position from Top”,
select the order in which
you want the fields to
appear, where 1 is the
topmost field, 2 is the next
field down, and so on.
– Click OK. At the bottom of
this screen

C. Views
• To make it easy for
team members to see
information that
applies to them (or is
grouped according to
their interests), create
a view of a list, doc
library, or discussion
board

C. Views
• Click “Create New

Standard View” Step 1
• In the Columns
section, click box next
to each column you
want to display (Step 1)
• In the Sort section,
select up to two
columns to sort by Step 2
(Step 2)

D. Group By
• You can group items

with the same value Step 1
for a column together
for easy, organized
viewing.
• Click Views (All
Documents or All
Step 2
Items) (Step 1)
• then Group By (Step 2)

D. Group By
• Select up to two Step 3
columns to
determine what
type of group and
subgroup the
items in the view
will be displayed
in
• Click on down
arrow to make
selection (Step 3)

E. Item Limit
• Use Item Limit to limit
the amount of data
that is returned to Step 1
users of this view.
• Click Views (All
Documents), then
Item Limit (Step 1)
• Change “Number of
Items to Display” from
100 to 1000. (Step 2) Step 2

Questions?

Neighborhood Coordinator Training - The Basics-: Welcome!

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Neighborhood Coordinator Training - The Basics-: Welcome!

Uploaded by

Copyright:

Available Formats

Neighborhood Coordinator

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Project Team

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• Best Practices System

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• Benchmarking is the practice of being

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• Volunteer administration and management

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Best Practices System

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

 Managing overall Neighborhood design and ensuring that

 Serve as the primary point of contact for all members of

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

3. Ensure a designated backup is assigned to cover for

5. Attend the monthly Neighborhood Coordinator

• Report system problems to the Neighborhoods Project

• Provide ideas and feedback to further develop and enhance

• Set an alert to the Announcements on the Team site.

• Notify the Neighborhood Project Team when the

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• Be sure to save and

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• To add a new Step 2

• After you have entered

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

to see the entire

• Click on “Save and

have finished entering

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• Step Two: Click on

• Save and close.

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

users who sign up for

• Click on item(s) you

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• From the home page,

• Select “Manage Step 2

and edit the site

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Manage Users → Add

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• Click Site Settings →

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division

• Click “Create” and

Neighborhoods Coordinator Training Version 1 – 2006 Knowledge Management Division