Building a Master Task List (MTL)

Thursday 2 Oct 2014, 08:00 am – 08:50 am


Except for Don making me “wear” a white-feather boa (he couldn’t find fairy wings – and trust me he tried), the presentation was a blast!  We were live online as well as speaking to a last-day-early-morning audience on site.  One of our attendees thanked us for making what promised to be a boring set of information into an entertaining morning.  

In spite of our shenanigans we covered a lot:  how to create a master task list, including assessing tasks in the context of the four key attributes: frequency, criticality, complexity to perform, and complexity to learn.  We even found time to discuss evaluation of skill levels – required vs. current.  It was amazing how much we fit in (even a few minutes of Q&A) given only 45 minutes and being cut short by the Fire Alarm.  

As Don said when the alarm went off, “We set the place on fire!”  (not literally) 

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Creating an Effective Organizational Development Plan

Edu2014 2a


EDUCAUSE 2014 – Annual Conference, Orlando FL
With Don Padgett

Monday 29 September 2014, 08:00 AM – 4:00 PM

Edu2014 2a

We had a great time!  Thanks to Educause and to our attendees!

If you’d like more information on the session:

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DONE!  Unfortunately three of our scheduled attendees couldn’t make it (flight cancellations), but we had a terrific session with those who could make it.  Engagement was high.  Participation was fruitful.  And our door prize (our first book Why Organizations Struggle So Hard to Improve So Little: Overcoming Organizational Immaturity) was a hit!  

Edu2014 1a


Workshop on Story Metrics


Coeur d’Alene, Idaho
Thanks to a grant from the North Idaho College Foundation

Wednesday 24 September 2014, 01:00 PM – 4:00 PM

Do it yourself approach workshop

DONE!  It was a pleasure working with Northern Idaho Community College.  Everyone I met (from the President to the AV support) were a pleasure.  Thanks for inviting me to work with the NIC community and the RMAIR conference attendees!  

I presented a 3-hour session on designing, creating, and using Story Metrics for improving organizational results.  I especially enjoyed working with the (80+) attendees on how to ask the right questions (root questions) and designing the right answers.


Keynote for RMAIR

Rocky Mountain Association of Institutional Researchers
Coeur d’Alene, Idaho

Thursday 25 September 2014, 08:15 AM – 9:30 AM

Keynote opening address

It was great.  Loved Coeur d’Alene – the hotel, the lake, and the city.  BTW, the best lunch we had was at the student union at NIC!  What a great group of people attending the 2014 RMAIR conference.  Thanks to NIC for the invite and the awesome experience.  The plan for my Keynote was to entertain, educate, and inspire.  Hopefully I delivered!