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StakeholderMessage TypeType of InformationCommunicatorScheduleDelivery MethodStatusComment
Who will you communicate to?What is the topic of the message?General project information, more detailed project information, status report for management, communicate to steering group, team meetingWho will the communication be from?When will it happen and how often?How will the communication be deliveredWhat is the status?Other important information
All library staffProject Updates - Open ForumGeneral project information 
monthlyIn person

All library staffFirst Wednesdaymore detailed project information
quarterlyIn person

All library staffNewsletterGeneral project information 
monthlyemail with link to WP site

All library staffFOLIO Forumsmore detailed project information
quarterlyIn person


Data Retreat





DST Leadership Team






LSPSGproject planning

bi-weekly





Communication Log


StakeholderMessage TypeType of InformationCommunicatorDate SharedDelivery MethodStatusDocument or Presentation SharedComment

All library staff in attendanceintroduce BAs, what they'll do, core values of project, newslettergeneral project informationKaren1/24/2019Open Forumcompletehttps://sites.duke.edu/folioatduke/2019/01/24/open-forum-presentation-2019-01-24/
Newsletter V1 I15 everyone listsblog postgeneral project infoKaren1/24/2019Open Forum/Emailcompletehttps://sites.duke.edu/folioatduke/2019/01/24/folioduke-newsletter-v-1-no-1/
Newsletter V1 I26 everyone listsblog postgeneral project infoKaren2/28/2019Open Forum/Emailcompletehttps://sites.duke.edu/folioatduke/2019/02/28/folioduke-newsletter-v-1-no-2/
Newsletter V1 I35 everyone listsblog postgeneral project infoKaren3/29/19Open Forum/Emailcompletehttps://sites.duke.edu/folioatduke/2019/03/28/folioduke-newsletter-v-1-no-3/
Library Director's LunchLibrary Directorsdiscuss what BAs are doing, how much time it will take staff, beginning work on local instancegeneral project infoKaren3/11/2019Face2Facecomplete


Helen XuFOLIO project update and plangeneral project infoKaren4/8/19Face2Facecomplete

Newsletter V1 I45 everyone listsblog post
Karen5/24/19Emailcompletehttps://sites.duke.edu/folioatduke/2019/05/24/folioduke-newsletter-v-1-no-4/
I'll take FOLIO for $1000, Alex5 everyone listsblog postFolio Fun Fact - Emma Boettcher is a FOLIO product owner!Karen7/1/19Emailcompletehttps://sites.duke.edu/folioatduke/2019/07/01/ill-take-folio-for-1000-alex/
Brief Guide to FOLIO appsAll library staffblog postlist of FOLIO apps and what they doErin7/31/10Email to CAST and included in FOLIO Forum emailcompletehttps://sites.duke.edu/folioatduke/2019/07/31/a-brief-guide-to-folio-apps/
Duke Folio ForumAll library staffInformation about FOLIO the larger project, Duke's implementation, screen shots and a live demopresentations on the history of Duke's involvement with the FOLIO project, overview of how the project is managed at the FOLIO level, over view of the Duke implementation and prospective timeline, lightning talks: Metadata Management, Resource Access, Resource Management.Karen8/12/19In-person/Email summary + Slidescompletehttps://sites.duke.edu/folioatduke/2019/08/13/duke-folio-forum-august-12-2019/
Newsletter V1 I55 everyone listsblog postNovember Duke FOLIO Forum save the date, Steering Group recommendation to Executive Group to implement FOLIO ERM-focused apps Summer 2019, overview of timeline brainstorming session, ERM-Focused Apps overview slides, Aleph update coming, FOLIO Forum, Acquisitions apps, Bee Breath in Yoga.Karen9/5/19Emailcompletehttps://sites.duke.edu/folioatduke/2019/09/05/folioduke-newsletter-v-1-no-5/





10/24/19Open Forum


Newsletter V1 I6



Coming Soon!



Duke Folio Forum



11/20/19In-person/Email summary + Slides