08 Creating Projects, Agreements & Budget Lines

Research Purpose

OPRE needs a way to track and manage projects, agreements and budget lines. A project is a body of work composed of agreements that share a common topic or theme (often a research-related agenda or goal). An agreement is a defined piece of work internal to OPRE or between OPRE and external contractors. All agreements are comprised of budget lines to allocate funding from different sources towards different initiatives or projects.

Research Goals

• Understand the current process for managing projects, agreements and budget lines
  • When are they created, how are they edited/managed, who is involved
  • Outline data or attributes of agreements including budget lines
• Identify areas of improvement
  • Understand current challenges
  • Compare current process to an ideal future state
• Explore design options for managing projects, agreements and budget lines
  • Creating new agreements
  • Editing agreements
  • Deleting agreements

Methods

• 1:1 interviews
• Design feedback sessions

Engagement Groups

• Budget Team
• Division Directors
• Team Leaders
• CORs or other Team Members

Research Plans

February 2023 - Research Plan - Budget Lines

May 2023 - Research Plan - Agreements Usability Testing