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  1. The Skills required were posted into the Project/Team Builder Analytics. In this case:
    • Customer Service Support
    • Marketing
    • Project Management
    • User Research
  2. It was decided that people with the Skills both Fully and Largely would be selected.
  3. To filter to a manageable level only specific job titles were selected, omitting many that would obviously not have been interested in such a project.
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  4. Then the people that were selected based on the selected skills were exported to a .csv file
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  5. The exported file was then able to be used as the shortlist of possible people.
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  6. Of course further checking was then required on their:
    • Availability
    • Willingness to be involved
    • Impact being involved would have on their current duties
    • etc..
  7. The fact that there was some geographical dispersion, would mean that it would be a virtual team, and some would be working on the project remotely

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Tip

If geography had been an issue, the Country/Location filters could have been used as well.

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