Where eResource Professionals Learn, Connect, and Grow.

Utilizing Workflow Analysis to Build a Culture of Continuous Process Improvement

October 11-13, 2022

11:00 am – 1:00 pm (Central)

This workshop is hosted live over three consecutive days. Course Instructor asks that you reserve the listed hours for both live instruction and course exercises.

$175/ single ticket, $131/ group ticket 

Registered Attendees: Access Course Below

Password Required. Find password in email sent 10/6.

Attendees will learn how to complete a workflow analysis from start to finish, and how to then instruct others in the organization to do the same.

The ultimate goal of this approach is to build a work culture that empowers all staff to continually recognize and address issues, from simple to complex. The hands-on workshop will focus on common workflow issues; project scoping and management; and stakeholder analysis. Real-life examples will be used to demonstrate the methodology, and via group exercises participants will have an opportunity to practice various strategies for engaging with stakeholders to gather key data and secure buy-in.

The workshop will also include how to use freely available web-based tools for mapping and sharing workflows, and how to leverage these to accommodate different learning styles. This session is appropriate for beginners and those with some experience.

Following the workshop, participants will be able to: 

  • understand the basics of workflow analysis (i.e. purpose, techniques, tools).
  • implement strategies to empower staff to conduct workflow analysis projects.
  • build stakeholder buy-in when enacting workflow changes.

AUDIENCE LEVEL: Beginner/ Foundational

This course does not require background knowledge of the topic. This is appropriate for a practitioner new to eresources topics or as an introduction to a new topic.

PARTICIPATION:

Audience participation will include breakout discussions.

COURSE OUTLINE:

To be shared with registered course attendees prior to course start date.

Meet Your Course Instructor

Heather Shoecraft
Head of Metadata Services, Associate Librarian
University of Michigan

Heather Shoecraft is the Head of Metadata Services at the University of Michigan Library (U-M Library). Prior to this, she served as the Library Services Platform Workflow Manager as U-M Library migrated from Aleph to Alma, as the Training Specialist for Technical Services at U-M Library, and as a Metadata Specialist at U-M Library. She received an undergraduate degree in art history, with a minor in German, and a graduate degree in information science from the University of Michigan. Heather has ten years of practical workflow analysis experience and specializes in helping colleagues navigate the challenges of completing their own workflow analysis projects.