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NISO Training Series: Project Management for the Information Community: Managing and Communicating the Process

Training Series

About this Event

Objective: To provide a general introduction to the project management process for early and mid-career professionals working in the publishing, technology and library environments.

There are three major levels of Project Management training:

  • Basic understanding of project management goals, terminology, and techniques to communicate more effectively with project managers and be a better decision-maker and/or team participant.
  • Training to manage projects using project management principles and tools.
  • Training and certification as a professional project manager.

          The sheer variety of types of projects, organizational settings and environmental factors means initial exposure is likely to lead some to seek additional training and “lab work” with a professional, with further training and explorations of how to best apply to the projects and situations one encounters.  To effectively manage a project, training usually requires experience to fully grasp the principles.  Well organized and executed projects also lay the foundations for future successful cooperative relationships and initiatives. 

          This introduction provides the attendee with a basic understanding and exposure to traditional project management techniques and new developments.  The goal is to familiarize the user not only with basic project management but to also lay a foundation for future training for those who would like to do a deeper dive.  Later sessions will include presentations by special guest speakers in education, technology, and librarianship to further explore how they have implemented project management principles in different settings, including for technology projects and in academic libraries.    

Course Moderator/Instructor:  Maureen Adamson, Principal, Adamson & Associates

Maureen Adamson is an information industry consultant offering business planning grounded in market research and market insights, optimizing knowledge of appropriate enabling technologies to deliver on business and organizational goals. Projects often include qualitative and quantitative market research and analysis of market needs, trends, and value propositions. Assignments can also include product / service development. Her approach to business planning and project management focuses on the importance of understanding goals and context, clear objectives and communications. This includes bringing marketing and technical knowledge into the planning process to ensure strategic goals are pre-eminent in development.

By the end of this training course, attendees will have learned:

  • What is meant by “project management” and the various approaches available (agile project management, lean project management, etc.)
  • How to establish and frame the scope of a proposed project, avoiding “scope creep”
  • How to establish a timetable for completion of the project;
  • How to assess costs and create a workable budget for the project;
  • How to assemble a collaborative team and manage workflow;
  • How to track and monitor task performance
  • How to assess potential risk(s) and manage perceived impact
  • How to do a post-project review and subsequently exit the project management process, once objectives have been met.

This Course Is Targeted To:

  • Early career content professionals working in editorial/production environments of small to mid-size scholarly societies or similar publishing entities.
  • Early career information professionals working in institutional library environments
  • Mid-career managers or supervisors whose roles require them to manage multiple teams and shepherd complex projects to completion

Event Sessions

Friday, February 22: Introduction to Project Management


What constitutes effective project management?  Why is it so useful for information professionals to become familiar with and conversant in the processes of project management? This initial overview addresses the benefits and value of project management skills and a context for the rest of the webinar and the discussions that follow.  Maureen Adamson will review major approaches from predictive to agile, core concepts, language and terminology as background. We will also review the overall structure of the rest of the webinar, starting with simple projects with clear goals as a foundational understanding, to be followed by more complex projects and situations later in the webinar.

Friday, March 1: Initiating the Project

A successful project always begins with a clear statement of objectives agreed upon by all stakeholders.  How is this defined and documented?  What type of project is it, i.e. clear goals or does it involve considerable uncertainty or change? What resources are needed?  How do you form teams and communicate effectively, especially when work cuts across organizational lines?  This second session will show attendees how to correctly define and document project goals, establish preliminary milestones and indicators of success.  Attendees will come away with understanding how to identify key stakeholders and recognize potentially intangible motivations for the project.

Friday, March 8: The Setup

This session delves deeper into creating a project plan.  For illustration, we will review how to set up a simple predictive (‘waterfall’ style) project plan.  What functional skills are needed to do the work?  How do you build your team?  What types of time commitments will you be requesting and for what tasks?  How do you define the roles and responsibilities? How do you negotiate for resources with stakeholders, handle meetings and communications? Your preparedness in thinking through such issues and communicating with decision makers and team members will be critical to success.

Friday, March 15: Blueprint for Managing Your Project

Up to this point, the only time constraints put on the project are based on expectations and broad estimates.  In predictive project management, the practical realities of the plan are now entered into a formalized project planning system. What work can be done independently and what work relies on task completion by other members? Where do milestones lie on the calendar when based on completion of tasks? What is the critical path and how can you make adjustments?  The advantages to using software involve the ability to use it organically as a tool to negotiate with stakeholders through ‘what if’ planning steps.

Friday, March 22: Execution and Tracking for Success - Conversation with Kristine Sunda


The project is now in motion and the most challenging part is the execution. You can now use all the planning work to help manage it, including comparing the real to the ideal of your plan, and the ability to make changes as required.  How do you support your team members when there are bumps in the road, or circumstances shift?  We’ll review managing communications with the team and with stakeholders on an ongoing basis, followed by effectively closing a project.  

With an understanding of the basics of a predictive planning process, this session will entail a conversation with Kristine Sunda. 

Kristine Sunda founded K Shannon Associates to bring agile and scrum practices to higher education and offer innovative solutions for ERP and business analysis needs. Sunda has been delivering IT projects in Higher Ed for 19 years for private and public institutions, as well as state university systems.  Sunda currently holds the position of Associate Vice Chancellor, Academic Affairs Technology Strategy and Innovation at UNC Greensboro.  She previously held positions of Director, Enterprise Applications at Wake Forest University and Asst Director at the University of South Florida. 

Sunda has experience in enterprise systems, custom application development, technical architecture, IT process improvement and business process analysis.  She has earned a BS in Computer Science from Penn State University, is currently studying in the MS-IT Management degree with a certificate in Business Analytics and Cybersecurity.  She is also ITIL Foundations, PMP and PMI-ACP certified.  


Friday, March 29: Guest Lecturers: Al Brown, Sr. Project Manager, Ithaka and Bill Trippe, Co-Founder, Publishing Technology Partners


Bill Trippe

Founding Partner
Publishing Technology Partners

By now, participants will understand elements and likely many questions regarding how to apply this to your particular circumstances and projects.  Participants are likely to have many questions that go beyond the basics, whether how to manage multiple projects, or the unique complexities of large organizations.  We will be asking participants to send us these questions, to be addressed during this session, with the goal of tailoring this session with an expert to those questions.

Confirmed Guest Lecturers: Bill Trippe, Founding Partner, Publishing Technology Partners, and Al Brown, Senior Project Manager, Ithaka


Friday, April 5: Guest Lecturer: Gene Spiegle, Rutgers University


Eugene Spiegle

Associate Professor of Professional Practice and Undergraduate Program Director
(New Brunswick), Rutgers University

Eugene Spiegle has an extensive background as an educator, teaching and training project management.  He will summarize the state of the art in project management, both as an evolving field and as an opportunity for further training and certification.

Confirmed Guest Lecturer: Eugene Spiegle, Associate Professor of Professional Practice and Undergraduate Program Director, (New Brunswick), Rutgers University

Friday, April 12: Applying Project Management to Academic Libraries


Kate McCready

Director of Content Services
University of Minnesota Libraries

Kirsten Clark

Director for Access and Information Services
University of Minnesota Libraries

During this session, participants will hear from two librarians working across sectors, discussing their experiences in managing projects for both the library as well as the university press.

Confirmed Guest Lecturers: Kate McCready, Director of Content Services, University of Minnesota Libraries, and Kirsten Clark, Director for Access & Information Services, University of Minnesota Libraries

Click here to view Kate and Kirsten's Project Management Process Manual, published in Fall 2018.

Additional Information

  • Cancellations made by February 15, 2019 will receive a refund, less a $35 cancellation. After that date, there are no refunds.

  • Registrants will receive detailed instructions about accessing the webinar via e-mail the Friday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions before the start of the webinar.

  • If you have not received your Login Instruction e-mail by 10 a.m. (ET) on the day before the event, please contact the NISO office at for immediate assistance.

  • Registration is per site (access for one computer) and includes access to the online recorded archive of the webinar. You may have as many people as you like from the registrant's organization view the webinar from that one connection. If you need additional connections, you will need to enter a separate registration for each connection needed.

  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact to provide alternate contact information.

  • Speaker presentation slides and Q&A will be posted to this event webpage following the live broadcast.

  • Registrants will receive an e-mail message containing access information to the archived conference recording within 48 hours after the event. This recording access is only to be used by the registrant's organization.

For Online Events

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