We'll call the meeting to order. This is Jerry Jones, Vice Chairman, chairing the meeting. Let's do the roll call. Mayor Van der Steen. Here. Alderperson Bourne. Here. Ryan Sazma. Here. Jerry Jones. Here. Marilyn Montemire. Here. David Hoffman. Here. And Don Svitan. Don Svitan. Don is not here. Sounds good. We'll stand for the Pledge of Allegiance through the flag of the United States of America and to the Republic for which it stands, one nation under God, indivisible, with liberty and justice for all. Okay, we'll do introduction of committee members and staff. Once again, my name is Jerry Jones, Vice Chairman of the Planning Commission, to my left. Steve Silkelowski from the Planning Department and I also have Lene Weiris helping me out from our building inspection today for our minutes. And on the phone. Mayor Van der Steen. Alderperson Jim Bourne of the 10th District. Marilyn Montemire. And Chanteloshek City Planning Director. Great, is anyone else on the call today? Okay, great. Any potential conflicts of interest from any of the members of the commission? If there are none, we'll take approval of the Plan Commission Minimates from October 27, 2020. Make a motion to approve. Motion to approve, Warren. Second, Commander Steen. It's been moved and seconded to approve under discussion. There's no further discussion. All in favor of the motion, stay at aye. Aye. Aye. Aye. Aye. Aye. Chair votes, aye opposed. Motion carries. First item for discussion, 3.1, conditional use and variance application by Marshall Sign LLC to install a new electronic reader board on the existing Etude Group School Monument Sign located at 3508 North 21st Street. Steve. All right. Katie Schultz is here from Marshall Sign who is representing Etude School. And basically what we're taking a look at is there's an existing Monument Sign. Etude shares the same facility as Pigeon River School. So Pigeon River presently has a monument sign out there with reader board. And Etude is looking to, they have an existing Monument Sign. They wanted to add the electronic reader board on the bottom of the sign. So with that, there is one variance that's required typically for a school, it's 24 square feet. And the total of this sign is gonna be 30 square feet. The existing panel is 21 square feet. And the new reader board will be nine square feet. So staff was recommending approval of the conditional use and variance and I can't answer any questions and the applicants here as well. Sounds good. Is there anything you would like to add to that? No. It sounds good. She's like, no, I'm golden. Okay, commission members, any questions or input? Mr. Chairman, this is Alderman Bourne. I'll make a motion to approve subject to conditions. Monty, may I order a second? It's been moved and seconded to approve subject to staff recommendations under discussion. There's no further discussion. We'll have a call with the roll. Mayor Van Der Steean. Hi. Alderperson Bourne. Hi. Ryan Sazma. Hi. Jerry Jones. Hi. Marilyn Montemire. Hi. And David Hoffman. Passed unanimously. Sounds great. Good luck. Thank you. Congratulations to you. Item 3.2, transpose mini storage time extension to construct new mini storage buildings at the existing transpose mini storage facility located at 1210 South 10th Street. Let's see. All right, John Becker is here representing transpose mini storage. And what we're taking a look at today is in March of 2020, earlier this year, the plan commission had approved a conditional use permit from transpose to construct new mini storages at their facility located at 1210 South 10th Street. At the same time, the plan commission approved a conditional use to also allow transpose to construct a new facility at their Superior Avenue site. And the applicant is here today asking for a time extension request to pull building permits on the Kentucky Avenue site. And the reason being is that transpose completed the Superior Avenue location this past year, but they were unsure as to what the economic impact would be with COVID. And so they had some concerns about starting the other project this year. They now feel confident that the 10th Street project would move forward and their timeline to start demolition would be in May of 2021 and hope to be completed by August 20 of 21. So they're asking for a time extension and staff had no issues with that request. As I said, they were approved in March. So they would have until March of 21 to begin. But obviously it's still winter and the ice is probably still in the ground. So they wanted to have an extension until June 4th of 2021. And staff had no objections to that. So I can answer any questions and the applicants here as well. Sounds good. Thanks, Steve. Is there anything else you'd like to add to that? I think you covered it. All right. We've got a good day. Commission members, any questions? Mayor Van der Steen, I'd move for approval. We have a motion. We have a motion and second to approve as presented. One question for you. Is there anything in particular that changed your mind as far as moving forward in 21 and not waiting until 22? Yeah, the 14 units we put up on Superior Avenue, we opened those up, I think, the second or third week in August. And we had all 14 units rented in 12 days. And we've been at 99% now since last July, full. So we think it's definitely time. And with the new apartments that just got approved recently right around that area, I think we're not gonna have any problems filling these up as well. Fantastic. Thanks for the feedback. Appreciate that. We'll call the roll. Sounds good. Mayor Van der Steen. Hi. Alderperson Born. Hi. Ryan Sazma. Hi. Jerry Jones. Hi. Marilyn Montemire. Hi. And David Hoffman. Hi. I'm going to pass unanimously. Thank you. Good luck. Yep. Item 3.3, RO 94-20-21 and GO 22-20-21 by Alderperson Phillips, amending the city's future land use map of the Sheboygan Comprehensive Plan to change the land use classification of property located at 1125 North 13th Street from class employment to class community mixed use classification. Steve. All right. Thank you, Jerry. John Elmendorf is here, representing progressive beginnings as well as Elmendorf Properties LLC. What we're taking a look at is the former Salvation Army daycare facility that was located at 1125 North 13th Street. And presently the property has a zoning designation of urban industrial and a clinic or a professional service type use is not allowed in that urban industrial zone. So what Elmendorf Properties LLC is proposing to do is to rezone the property from urban industrial to urban commercial to allow progressive beginnings, occupational and physical therapy clinic to potentially have the ability to apply for a conditional use to operate from 1125 North 13th Street. So the first step in a rezone is the comprehensive plan designation has to be consistent with the zoning designation. So the first item that we hear, item 3.3 is to amend the comprehensive plan from employment to community mixed use. And so that's what staff is recommending approval for on this matter. Sounds good. Anything you'd like to add, John? Yeah, this clinic virus is progressive beginnings been here for 21 years in Sheboygan. We've leased in two different areas. And ironically, this property that was the rehab center of Sheboygan when it was initially built and then transferred to Salvation Army about 10 years ago was the actual location that my wife had her first job as an occupational therapist in the city of Sheboygan which is what brought us to Sheboygan to start our clinic. So it was very ironic. It's been a weird year just in general but we feel like this property is set up perfectly for a small practice that we bring to Sheboygan County and it's a service that's been very beneficial to the area. So that's what we're looking to do. Great, any questions from the commission members? Mr. Chairman, nice to see you. Go ahead, Marilyn. I was just going to say this sounds like a good use of that spot in the city of Sheboygan. Thank you, Marilyn. Alderman Borden. Thank you, Mr. Chairman. I was just going to reiterate what Marilyn said. I think that that's going to be an excellent, excellent, excellent use for that property now that the Salvation Army won't be there anymore. With that said, I'd make a motion to approve subject to staff conditions. I'll second that. We have a motion and a second to approve subject to staff recommendations under discussion. There is no further discussion. We'll call the roll. Mayor Van der Steen. Aye. Alderperson Borden. Aye. Ryan Sazma. Aye. Jerry Jones. Aye. Marilyn Montemire. Aye. And David Hoffman. Aye. A unanimous vote to approve. Okay, thank you. We'll move to 3.4 related RO 94-20-21 and GO-23-20-21 by Alderperson Phillips, amending the city of Sheboygan official zoning map of the Sheboygan zoning ordinance to change the use district classification of property located at 1125 North 13th Street from Class Urban Industrial UI to Class Urban Commercial UC classification. Thank you. So this is the exact same property. And as was mentioned previously, with regards to the zoning ordinance, the zoning designations have to be consistent with the comprehensive plan classification. So that's why we needed to amend the comprehensive plan, the last item first. And now this particular item is the actual rezone request. And this is gonna be from Urban Industrial to Urban Commercial. And again, this would allow for the progressive beginnings, the opportunity to apply for a conditional use to the plan commission to operate from this site. So that's the hope from Elmendorf Properties LLC is they're looking to have these properties re-designated so that they can purchase the facility and then operate progressive beginnings and submit an application back to you. So staff was again, recommending approval of the rezone. Sounds good. I'll entertain a motion from the commission. Second. It's been moved and seconded to approve subject to staff recommendations under discussion. There's no further discussion. We'll call the roll. Mayor Van der Steen. Hi. Alderperson Boren. Hi. Ryan Sasma. Hi. Jerry Jones. Hi. Marilyn Montemire. Hi. And David Hoffman. Hi. unanimous. Sounds good. Always good to see you, John. Good luck. Thank you guys. Thank you. If I could just make one more comment. So, John, what you'll wanna do is make sure you stay in contact with the clerks department because this will go to the council but at the next council meeting, it'll just be what's called light over because they have to send out notice to the property owners and then the following council meetings when the actual hearing will take place on this matter to make the change. So I don't know if it's yourself or Gary Gartman, but you guys may wanna start getting contact with me on the conditional use permits middle. Sounds good. That council meeting, Steve would be December 7th. Thank you. All right. I'll entertain a motion to adjourn. Can you do that yourself? Second. So moved. Mayor Van der Steen. I can't do it myself. I know normally it's me. All in favor of the motion state. Aye. Aye. Aye. Those opposed? Motion carried. Good night, everyone. Everybody on the line feel better soon if you're not feeling well right now.


Good morning John. It's Hank on Tuesday coming to you from Melbourne, Australia. Which is just behind this window here. Getting real close to the lamp, John! Friday, actually. It's not a very pleasant sensation on my fingers. And you know how they do this thing where they have the Google auto complete? Vlog where there's pioneered that. That was our thing, and then everybody stole it. But anyway, I'm not bitter. Creativity is shared. Everyone builds on what everyone else has done before. If we couldn't copy the work of other people, I couldn't say words! I'm gonna modify my own idea. I'm gonna go to Twitter.com and type, Why is Australia? I spelled it super wrong. Why is Australia performing?  I'm not good at geography, but since when is Australia in Europe? I believe this tweet is about Eurovision. What is Europe anyway? It's an idea. Why is Australia the best for psych rock? You know what, B Radley? What the frick is psych rock? We're gonna find out together. Psych rock! Why is Australia so far away? So continents, interestingly, are less dense rock that is floating essentially on top of the sort of jelly-like interior of the Earth. And how those giant rocks float around on the jelly ball of Earth is a fairly random process, but something that we've modeled pretty extensively. Look, I'm not a geologist, but geologists do exist, and you should ask one of them. Gabby wants to know why Australia is so slow with movie releases, like I need to watch Hustlers, RN, or ELF. I won't be a valid gay! I have also heard that Hustlers is good. And it is ludicrous that we live in this global world and we still do content releases by continent. Twitter.com is right here. Everybody knows about the thing. You can't do this to us anymore. Sigrid wants to know why Australia is so obsessed with fairies. That's cotton candy, fairy bread, which is the thing bread with sprinkles on it. Fairy penguins, which is a kind of penguin. Fairy lights, I don't know what that is. The fairies, which I'm going to assume are boats that you take from one place to another. Oh my God! It's not a boat! This is way better than psych rock. The magical mystery tree! It says right here on the YouTube description that fairies is an international and unique concept. So it's both international and unique. That has proven itself as one of the top TV series touring, publishing, DVD, music, and licensing properties in Australia. Well, if I'm here to watch fairies on YouTube as a child, this is the marketing language I'm looking for. Alright, I'm going to mix it up because you know what? Most people are just mad about Australian politics in this search. So I'm just going to search, why is Hank Green? Why is Hank Green so... Oh gosh, I take it back. Alright, well, I think this counts as a video. I'm going to go watch the fairies on YouTube and then maybe go edit my book on the banks of the Yara River. Like a lucky little turd. John, I'll see you on Tuesday.


Hello and welcome to NewsClick. In today's international roundup, we are joined by NewsClick Editor-in-Chief, Prabir Porkayastha, who will be discussing with us today the ongoing inter-Korea summit, as well as the Russian military plane, which was recently shot down due to the actions of the Israeli Air Force. So, as we know, this is the third summit which is taking place between the two nations, between the nations of North Korea and South Korea this year. And this is happening after the last summit which was held between the U.S. and North Korea, which led to tensions de-escalating when the two nations agreed upon a mutual path which could result in peace. Although subsequently the U.S. withdrew from this plan and decided to not go ahead, because pressing on North Korea to denuclearize before it would formally announce anything on the Korean War of 1950. So, Prabir, firstly, what do you feel is the significance of this summit which is taking place between the two nations? As we know, one of the motives which South Korean leader has declared is to facilitate talks between North Korea and U.S. on denuclearization. Do you feel that this would result in anything this time? Well, let's put it this way, that this is always been a triangular issue, though essentially the two Koreas should be the primary parties to peace in the Korean peninsula. Unfortunately, South Korea and the United States are in a military alliance and South Korea is dependent not only militarily in the United States, but the United States seems to have shall we say major pressure points with which it can manipulate South Korea to the extent that even their military seems to be controlled by the United States. This is something which we know is a result of the military alliance, the military agreements they have reached among themselves which gives U.S. certain powers over South Korean military. And secondly, if the South Korean politics has not been to the liking to the United States, they have done to various again channels that they have, the switches they seem to have in South Korea, the ability to do regime change. This time there has been a Korean, South Korean president who has explicitly come on the basis of that they want, he wants peace between South Korea and North Korea. And the fact that President Trump and President Kim had met in Singapore and worked out shall we say path for peace, a four-point agenda with South Korea, sorry, North Korea has also fulfilled one of the points residing handing over the remains of the American soldiers. The other three points that were there were supposed to be in sequence. That means you first have armistice to a declaration of peace, you take certain steps towards that recognition that North Korea and South Korea will have not only peace among themselves, but the United States promises not to do anything to make North Korea think it can be invaded. So a whole lot of measures would be taken. And the third point was also denuclearization. So the way it has been read by the United States and North Korea seems to be different. North Korea has read it that there is a first peace and then denuclearization. The United States has been reading it, first denuclearization before United States has to do anything. And this is obviously shall we say a post facto modification of an agreement. This is not the way the agreement can be read and this is not the way the agreement should be read. So given this, North Korea and South Korea's summit, the one which is started as of now and it's a three-day summit which is to go on, what are the possible outcomes of it? I think important is that they are meeting, that they have not stopped meeting. They believe that the process of peace can continue between the two Koreas irrespective of what the United States says, though South Korean president has talked about well denuclearization of North Korea as well the points you will discuss. But it's very clear peace is on his agenda and therefore he is not saying denuclearization without peace which is what the president of United States seems to want and his advisors seem to be talking about. So I think I do believe that this means that the communications between the two sides are not broken, that North Korea, South Korea meeting talking about it means that there is a back channel, at least the United States will have still to talk to North Korea and therefore the fact that it does not come out against the summit would indicate that it is also interested in engaging with North Korea. It's also I think should be clear by now to the United States that an attack on North Korea is not something they can do given the fact that the North Koreans have shown their missile capability and the fact that they have also shown that they have the hydrogen bomb. I think military reversal of such a scenario is not likely to happen and if militarily United States cannot prevail upon North Korea to denuclearize then to expect to do it on the negotiating table this would be shall we say stupid. So given this I think they also don't want to break off completely with the North Koreans and therefore for them also South Korea is a wire media to keep the discussion going. So I think that to be it's a good sign that two Koreas are meeting, some normalization of relationship can take place and it's a good sign that the United States has not condemned all of this and said South Korea must pull out of such discussions. I think that's to be small versus we should be grateful for small versus. Another agenda on this summit was also economic development between the two countries we see that the delegation from South Korea is also also consists of many top businessmen of the country and representatives from the public sector. So do you feel there could be any success on that front? Well they would like to start with peace of a certain kind. The dividing line which is still an our business line should be converted to a recognized border the withdrawal therefore of possibly United Nations observers who are still on the ground over there and this can be settled between the two of them and if this happens then the possibility of also trade between the two countries. But again how much leeway they will have on this will also depend on the United States and how much leeway United States allows South Korea to have. So probably we also see reports coming in of North Korea declaring that they will shut down one of their missile testing and launching sites as well as disabling one of their nuclear facilities. So what do you feel is going to be the United States response to this? You know I think it's important to note that in spite of the United States having pulled out virtually of the peace agreement which had been reached in Singapore between Kim, President, Kim and President Trump that South Korea is continuing its negotiations, its discussions and peace talks with North Korea. I think that's a very important signal that the entire peace process has not completely stalled based on the American demands. It's also important to see that North Korea has given some signals that it is taking further steps to encourage the peace talks to continue and given some concessions to what the United States has been asking for essentially to talk about at least disbanding one of the missile test sites. Of course they are not dismantling any missiles and this is a test site and they have argued they already have missile capability they wanted this stage so they don't really require a test launching site that could be the argument. At the same time the fact that they also are talking about dismantling the nuclear test facilities they have. Again the argument would be they have already done what they wanted they don't need any further tests they don't need any of these things anymore. But it's an indication that they are seeing that they are giving signals they are willing for denuclearization provided peace is achieved. So the conditions for peace and the conditions for denuclearization which United States wants is really for the talks and is also very clear that denuclearization can happen if there is peace on the peninsula if they're under threat and they're militarily isolated militarily barricaded so to say that the chances of North Korea dismantling its nuclear weapons is not of the cards. So I think the issue really is that nobody after what happened in Libya what happened in Iraq is going to argue that will dismantle everything and depend on the goodwill of the United States because the US goodwill is notorious is becoming ill will depending on who is the president what is the climate in the United States and so on and no country is going to risk its future dependent on goodwill of another country. So moving on to the issue of the Russian plane which was shot down the Russian military has put the blame squarely on the actions of the Israeli Air Force while Israel is blaming Syria and its allies in Lebanon and Iran. So what is your take on this issue? Well let's first see the background of this this is Israel attacking sites in Syria and this is obviously an act of war. Now the fact that Israel has Israel has done this over the last 40-50 years that it believes that the skies over Syria skies over other Arab countries is free skies for itself has been always an issue and this is shall we say the edethtime in recent history that they have struck within Syria claiming they are attacking Iranian targets but in effect they are actually attacking a sovereign country which is Syria and this by any international law terms is illegal. They are only able to do it because the Security Council in the United States will give it protection and that's what they have done for the number of years. In this particular case what seems to happen it's not just Israel it's not just Russia and Syria it's also the French involved that this seems to be two things one is they seem to have fired very close to the French frigate from which four F-16s have fired missiles for the strikes and they are also hiding behind an illusion 20 which is a much bigger aircraft is a transport transport aircraft they are hiding behind it so that if the missiles were launched against it it would have the risk of striking the illusion 20. The question therefore is should the Syrian authorities launched missiles given the fact the illusion 20 was approaching and therefore yes it is true that there is also a error on the part of the Syrian forces on the ground who are manning the air defense and the communication between them and the Russians so that's we cannot say that while this is clearly a military provocation by Israel that there was no human failure on this side as well but given that there was a human failure we have also to look at it how much of this was a planned provocation that hoping that something would happen and the blame would be taken by the Syrians if they had for instance instead of the illusion 20 they could have thought the missiles came from the French frigate and attack that as well so those are the things the Israeli forces seem to be trying that to get Syria to attack either the French or to get it you know hit a Russian aircraft and by this provoke others into different kinds of scenarios and this is the seems to be their game plan so I think the Russians are completely right in saying this was an extreme military provocation by Israel hoping to create precipitate this kind of scenario and they are to blame at the same time yes there is also human failure on the side of Syrians and the Russians and that is why President Putin has been a little softer in his statement which have said this is unfortunate this this happened but let's be very clear Russians are not going to forget it if you see what had happened when Turkey shot down Russian aircraft at that time Russians did not respond immediately but they made clear over six months to 12 months that Turkey understood the gravity of the provocation and understood the lessons of taking on Russia like this and that led to certain changes of what Turkey was going to do Russia does not respond like United States immediate bluster immediate action even if they're empty gestures but they really seem to play a longer game and in this case also I think they have given some leeway to Israel in Syria they have taken cognizance of Israel's shall we say concerns over Iran pulled or helped negotiate Iranian forces not to be close to Jolan and other Israeli borders but having done that to have this happen would be now the relation between Russia and Israel would be relatively more straight you must see that Russia has also tried to maintain its relation with Israel while supporting Syria and Iran on the ground and Hezbollah on the ground but they have not taken on Israel directly they have indirectly supported Syria against Israel but not directly taken them on in fact they have tried to keep some maneuverability for themselves I think this has is going to damage Israel and Russian relations very really badly and I think now that you see Idlib that Turkey, Syria, Iran and Russia are in conversation on the Idlib I think the situation is therefore becoming a little more desperate for Israel because they would like this war to continue and if Idlib de-escalates and if Turkey, Russia, Syria can control Idlib and get rid of the al Qaeda forces over there with whom the United States seems to be in alliance at the moment and of course Israel has been in alliance with them for quite some time I think that is the scenario which neither the United States nor Israel likes therefore provocations in the Latakia sector which is of course vital to Russia vital to Syria and I think that is something that Russia has to now take cognizance of. Thank you Praveen for joining us today thank you for watching this clip


I am now going to turn it over to Miranda McGeley to talk about today's topic, Future Proofing Your Projects Maintenance Continuity and Succession Planning. So thanks again, Jillian, and welcome everyone to our training today on Future Proofing Your Legal Technology Projects, Looking at Maintenance Continuity and Succession Planning. We really appreciate you attending. So I'm very excited and appreciative of our panelists today. We have Christopher Alfano, who's here from Illinois Legal Aid Online. We have Jack Haycock and Kathleen Coddwell from Pine Tree Legal Assistance. Also with us today is Sheila Fischer of North Penn Legal Services. Xander Karsten joins us from Legal Server and again I'm Miranda McGeley from Pro BonoNet and I'll be moderating the panel. So I'm just going to start things off today with a brief introduction of the presenters and the themes of the webinar. Then we'll hear from Kathleen and Jack who will talk about their experience with staffing transitions while maintaining existing successful legal technology projects. Chris will cover his current maintenance strategies being used to support forms development and the forms project at Illinois Legal Aid Online. We'll then hear from Sheila who will share her experience and ideas about planning for future technology projects and Xander will wrap things up with transition planning considerations that are useful throughout the lifespan of the project. So I wanted to start things off. Last October I gave birth to my son who's pictured here. I wanted to share a little bit about the lessons learned from that family leave experience. Do I serve as a Law Help Interactive Program Coordinator at Pro BonoNet. So Law Help Interactive generally is a project where we work with legal aid organizations and courts in forms online. Last winter I gave birth October and because staffing changes occur on a regular basis, whether temporary or permanent, one of the first things I did was to look for existing models to help make coverage easier for myself and for my colleagues. Xander who's speaking later in the presentation had just left Pro BonoNet and transitioned to legal server. So I basically used his transition manual as a template for my coverage memo and having that resource already available helped me to think through the best way to help my colleagues prepare to do coverage for me while I was out. So one of the first lessons was just see what existing resources that are working well are available for you. You don't have to reinvent the wheel. You can start there. The next lesson I learned was thinking about in addition to documenting and providing coverage, a coverage memo or however you decide to document your responsibilities and assist people, you want to schedule time and opportunities multiple sessions to talk through with your colleagues what you've documented, what makes sense to you, may not be clear for everyone else and it also allows you to answer questions in advance if all of questions are prompted by what you've prepared. You also want to notify individuals that you work with both within your organization and outside of your organization of your upcoming leave. A lot of the pregnancy blogs and some of the apps that I was reading at the time outside of work talked about these issues and even provided templates on how to notify individuals that you work with and key partners and you don't want those folks to be blindsided when you're out for an extended period of time. A really important lesson was be flexible and prepare for different scenarios with the pregnancy and since you have a due date and in fact a lot of people were saying that as a first-time parent I'd be giving birth probably later than the due date. That wasn't the case. I gave birth early so you just have to prepare in that situation for different timing but also more generally whenever there is staffing transitions whether they'd be permanent or temporary there are things that you can't anticipate and prepare for so having some flexibility built in your plan is important. The last little tidbit is that I work remotely and my office culture and technology really allows me to feel connected to the office even though I'm not physically present in the office. Sometimes we fall into habits of remaining connected so the last lesson I learned was prepare for the leave but when it actually occurs actually leave and unplug and disconnect so I wanted to start things off with those lessons. So next I just wanted to quickly share this checklist from Pro BonoNet that we've developed to help with statewide website administration staff transition. I'm sharing this first because I'm a huge fan of checklists but also I think that this is helpful when thinking about statewide website staff transitions but legal tech projects more generally there's a lot of things here that apply more broadly to projects. So the first item on the checklist is making sure that you have stakeholder committee lists and have opportunities to meet with the stakeholders at their next meeting so knowing when that takes place. It's important to understand websites membership policies if there's material for instance behind password protected areas of your site you want to know how to control membership moving forward and then have that policy documented or available for the transition. You want to figure out and discuss and document project priorities and also make sure that the credentials needed for transition are available. So the first part of the checklist really covers some of the considerations for before the administrative person or coordinator leave and here are some checklist items for after the person leaves. You want to make sure to deactivate relevant personal user accounts and update relevant contact us and feed email addresses. You want to make sure that you connect the new administrator to relevant lists and resources. Make sure that there's messaging to key partners inside and outside organizations letting them know that a new person is in the role and so that that new person can have access to relevant training and onboarding materials. And finally if the transition isn't smooth if there's some space in between one person leaving and one person joining making sure that there's an insurance plan in place to make sure that there's a fluid maintenance of the website or whatever the project may be. So I hope my sort of quick lessons learned and checklist was helpful to get ideas flowing and get the conversation started. I'm going to turn things over now to Jack and Kathleen but also just wanted to flag some selected resources on the topic that I've added up as the last slide and you can access these slides in the handout section of the go to webinar and also be available online through LSNTAP.org. So thank you very much. Hey everyone. This is Jack Hacock from Pine Tree Legal Assistance along with Kathleen. Kathleen? Yeah I'll take it off. So we want to talk today. Recently Pine Tree has undergone a really enormous staffing transition because Kathleen has retired which is not the first transition of this kind that Pine Tree has been through. Kathleen if you want to give a little bit of the history behind that. First I just have to say I hadn't heard even though we had a planning media obviously I hadn't heard Miranda's talk and I was chuckling at myself about the part about leave and then really leave. That is such good advice and trust that you've done everything and that's such great advice and I totally flunked that piece of advice because just my last payroll date was August 18th and just yesterday I was online and I'm still on our network like wrapping some of things up and I sent an email to Jack saying oh are you going to go to that meeting? That's a really important meeting don't miss that meeting. Of course he was going to go to that meeting but I just like you know I still wake up in the middle of the night thinking oh I got to tell Jack this or I got to tell Jack that. So take Miranda's advice on that one not mine. So yeah this is actually the second time that we've transitioned all of our websites over from one person to another. Some of you may be old enough to remember one of the elder statesmen of the TIG world my mentor Hugh Calkins and he transitioned two websites over to me. We worked together for a long time and so that made it kind of easy and then at this point I transitioned five to Jack plus helping out on another four or five and I basically just used the same model that I had learned from Hugh. So it's funny when Miranda asked us to do this and I think it's sort of appropriate because we've just been through it or we're at the tail end of going through transitioning a statewide website plus a bunch other website administrative tasks. You know we really had to sit down and like how how did we do that and and assess the time we spent together and it was a pretty interesting exercise because I'm not sure that we really knew how we did it. When we had our planning meeting Miranda said well you you're going to present your heuristic approach. I didn't even know what that meant so I had to look it up and I looked it up on Wikipedia and it was hands-on a practical method not generated not guaranteed to be optimal or perfect but sufficient for the immediate goals. That seems that seems pretty right on. Were you the one that said that Miranda? Okay so that's kind of the background of what's going on. I had the advantage of Jack being in the great northeastern co-op program his last year of law school so I got him for two school terms and we worked together real intensively for two school terms before I turned everything over to him and I realized that's not always possible in every organization but Hugh and I had a similar thing and I just it's if you can get that and I think our our executive director is gets that and is committed to that it may seem expensive but I just don't think there's any substitute for having Miranda mentioned a series of meetings to hand things off I just I don't think there's any real substitute for just time together. Yeah and so the method that we're kind of on about here is we're generously calling it a holistic approach to a staffing transition so coming into this we didn't really have any formal system at Pine Tree for managing this kind of staff transition. A lot of the time even though I was lucky enough to work in Bangor with Kathleen for about three months to start off after that we were in different offices and so trying to coordinate all of this remotely so we don't really have a formal system to present but we do have some best practices to share that made life a lot easier for both of us. That picture on the right to my office by the way. So probably the number one thing that has kept us on track with this transition is communicating. We talk frequently and really openly and frankly about not just the tasks that need to get done and the projects that we're working on but also one thing that I've always appreciated from Kathleen is her honesty about what the difficulties are with certain projects or what things have gone wrong in the past that I can avoid those pitfalls. That's really been something that has helped me immensely getting my head around this very amorphous position that I now find myself in. Navigating the politics of the court system. Yeah there are a lot of things like that. So something else and this is kind of along the lines with the court system is there's Kathleen has 20 years of institutional knowledge about all of our websites and I had about a year to try and learn all of that from her. So I don't know if Kathleen you have any tips on how to prioritize what kind of what gets passed down. Well you know it's again it's so interesting listening to Miranda about the checklists like I agree I really believe in checklists but we didn't and handbooks and documentation I mean that's all those are all such good practices and ideal practices I think but it's kind of contrary to the pine tree culture so it's it was a lot more haphazard I think in the way we pass things down and later we're going to talk about the kind of project management systems that we that we think know we need that we don't have and the kind of documentation systems we need and we don't have and that's the weak point of of our tradition but the strength of our tradition on the other side of the coin is that kind of style of mentorship that I mentioned with Hugh and that I tried to pass on to Jack and that is you know not only showing him all the ins and outs of the website and all the dirty laundry on the admin side where it exists and what he needs to clean up etc etc but also just really helping him start to navigate all of all of the office politics all get to know all of the players from the other partner organizations introduce him I took him to the 20th anniversary of our of the organization in Maine that's the spinoff that does administrative and lobbying work and class action work and you know just just really introducing him to the kinds of things and the players and the dynamics that you can't really do with that you can't do with checklist right yeah yeah and that's been it's been a big help trying to get my bearings here because so much of this job isn't just kind of working in isolation on the website it's also needing to be in constant contact with this amazing expansive national network of people and Kathleen I think you've done a really good job making sure that I got a warm introduction to as many of those people as possible and so something else that Kathleen has already mentioned is that overlapping time has been probably the biggest advantage we've had we were able to work together on and off for about a year and honestly I can't imagine stepping into this job without having had some of that yeah if there are any administrators on this call I saw Sue on there I get I get like dealing with the board and and budgets and trying to squeeze every penny out that that may seem like a luxury and it was kind of ideal with Jack because we got him for free for two school terms and you don't always have that advantage but I think to the extent that my observation in all of this is that our executive director and Nan Hield was really supportive of that and and there was some time when we were both being paid and I just think that as an administrator if I'm passing along a job like this if there's any way possible to create that overlap that it's it's really important yeah agreed oh this is my slide isn't it yeah if you're so take it away um I you know I I think I love what I do and Hugh loved what he did and um I think that Jack feels like he had a good orientation and I think you know 80 percent of that is is passing on the our enthusiasm and our love of what we're doing Miranda mentioned documentation obviously on any tech project documenting is really important and we're probably not the best example in the world of doing that but it's really important um and you know to encourage as the mentor to encourage the person that you're passing along to to you know just the obvious things of tell them to make mistakes tell them to be curious tell them to ask questions um you know that they need to be engaged with you in order to to be a good donor um yeah I guess that's it yeah absolutely it was kind of stunning to me when I arrived at the first day of my internship over a year ago and Kathleen basically handed me the keys to the website and said try not to destroy anything but you know it worked out because Kathleen was an incredible mentor and really uh let me have that room to make mistakes but also made sure that I knew how not to make them again um so if if we had to do this all over again uh you know hindsight is 2020 we might have started using some project management tools one that I've just started using that I really like is a sauna I'm just gonna hit the highlights here so it's free for up to 15 users which right now at Pine Tree is kind of where we're at um I've found it really easy to use and organize I like to sort my tasks by due date and that makes me really happy when I sit down and try and figure out what I have to do in a given week or month or day um there are some really interesting visuals for tracking the status of projects and it's easy to see how you're progressing over time and for someone new starting out this would be a really great tool to jump into because you can see all the history behind the projects where it's progressed who's working on what um kind of where you fit into it and I think it would be really good in transitions for helping to get new people up to speed I you know again Pine Tree is a little late on the project management software end of things so we probably don't have a other than Jack having discovered the software that he really likes we don't have any probably brilliant suggestions probably a lot of you already have your favorite software but if you if you are sort of behind as we were um it's not perfect but of course Google Drive can go a long way toward having some kind of efficient coordination um use base camp in the past um I know those of you who remember Gabe Hammond I remember she really pushed this many years ago it's it's an older system because of its usability it's really simple um I think it's kind of on one end of the spectrum in terms of if if you're you have an organization people who are are nervous about using new software base camps like super easy and it not real um robust but it can get the job done we had a project with a bunch of judges and private lawyers many older and um doing um setting up a foreclosure diversion program in Maine and we actually got them to use base camp even though some of them probably still dictated to their secretaries you know um I always my go-to person with questions like this always is Gwen Daniels and um she loves Jira uh she pointed out she gave us a little run through she pointed out she really likes how customizable it is um that it has a good notification system she likes the documentation features um and that it has a really it's widely used and has a strong support community I don't think it has a free version and I don't think base camp has a free version uh as Jack mentioned asana is free um and since we're kind of behind on this we wanted to ask for other people's either software you're using that you love or software you've tried that you would not recommend um somebody's Jillian said base camp a lot of people like base camp at pro bono net confluence anybody else actually your share point has not worked great for pine tree we use that as an internet and I think we're switching but that may have more to do with with our use of it then it might not be inherently that bad anybody else have ones zander also called out trello let's say hello um I'm a huge fan of slack if you can get people on there is that like slack brian yep okay makes makes things easier so you've got more time to slack ah okay by the way jeer I think it's kind of at the other end from base camp um I maybe Chris will come in I think it's a little more geeky which is why Gwen loves it but apparently they've gotten people to use it yeah we've you jeer we've been using jeer for the past few years and it's been a great tool for us it is uh it is not free um I think with fewer users it's a little bit um less expensive than uh what we're paying but so I don't know how cost effective it is for people but it's a great tool great does anybody else out there have no put it in the chat if you think of something um I also chatted with Gwen because I mean if obviously there are continuous transitions everywhere in every organization and somehow through all those transitions Illinois has managed to have the best website ever so I always go to Gwen to ask her what her tips are um and she talked about the Chris the weekly meetings that you have and so that when someone does leave um there's lots of institutional knowledge everybody kind of understands a lot about each other's jobs and it makes the transitions easier just by having that great ongoing communication regular communication with the team um Jack you were going to talk oh this one's going to be embarrassing for me but go ahead and so for anyone anyone who's using Drupal and I think other platforms probably have something similar there is uh there is the revisions tab when you edit things which you know we have I think our practice has changed over the years on how we kind of document changes we make to pages on the websites but I've tried to start up the practice of using these revisions so that you know when I come back to something three years later and wonder when on earth was the last time I looked at this I'll be able to see what I did three years ago and hopefully that will uh jog my memory a little bit and I guess my Kathleen was too dumb to even have it turned on Jack had to discover it on his own you know Kathleen it's a learning process yeah right right so if anyone else has any um you know hot tips about how to make these things a little bit easier we'd love to hear them I do have a comment from Abhijit who says that he finds slack going back to some of the tools that he finds slack and google docs very useful okay Abhijit if it's good enough for you it's good enough for us but is there a free version that's pretty important for a lot of not for Illinois legal aid online but for most of us great so I guess to sum up staffing transitions can be really hard but they don't have to be miserable Kathleen and I have had a ton of fun in this year working together we laugh a lot we joke a lot and I have learned so much and feel that I'm in you know at least a decent position to try to fill her shoes um going forward here and I love telling Jack the dark side of everything legal aid so it's been fun very enlightening all right so thanks everyone actually just quickly on the slack price side it is free for five gigs of storage and 10 000 messages searchable if you want to use it to archive stuff more than that there is a price to it but for all the projects I've used it's worked really well on the free model great um hi everyone I'm Sheila Fisher um I've been working with Pen Legal Services for a couple decades much like Kathleen and also much like Kathleen I want to be retired sometime soon so um I'm looking back over my years I wasn't an attorney till about 12 13 years ago and basically I've been a full-time template developer since then and um but I'm the only one at North Penn that develops templates and I'm talking about H.J. and hotdogs and I'm the only one in Pennsylvania for a fact so we have these large banks of templates and I'm looking back at them and thinking sort of what have I wrought and succession planning and also thinking about how did I get here in the first place and part of how I got here in the first place is because I've envisioned projects that I've gone out and sought grants for and maybe some of them have been terrific ideas and maybe some of them haven't been such terrific ideas so um um I have learned a lot I've been listening um it was wonderful to hear about Jack and Kathleen working together I doubt sincerely whether I'll have that and we have no team here like I said so to sort of work these things out so this topic has been on my mind for some time oh I forgot okay so what actually motivates us for new projects well there's a lot of motivations um we have systems that are outdated we want to increase efficiencies and cost savings these are normally what we tell funders this is why we need to get some new money into our project to adopt or to take on new technologies um and by the way I am sort of my background is I always call myself a one-trick pony I do document assembly but I think some of the things I hope some of the things I'm talking about sort of applies to a wider range of technologies not just document assembly um we also go to take conferences and learn so much and see such great projects that's also a motivator to want to adopt new technologies back at home there are priority categories in each of each year's tick process not all of us are LSE grantees and can get that kind of money but a lot of us do and what I've been working on majorly for the last year two years almost three years are two tick grants that I got in 2013 and in a way I say I got them because at North Penn since I'm the only template developer and they're both document assembly projects they've been on my lap and in that particular year 2013 I haven't really looked at the application process since and one of the categories was expert systems and that really piqued my interest since I've been doing this for a while we all like to do things better and crazier and more efficient um it really piqued my interest to do a particular projects which I'll talk about during the course of my presentation we also have now LSE baseline technology guidelines we are supposed to have tech plans all the things these are the things that say this is what we aspire to do this is what we should do is there a project out there that can be funded to keep up with these guidelines and tech plans and we do we we sort of like to be leaders early adopters when it's possible so we take on a new project and of course we love grant money and um I don't mean to be so sort of um sort of crass about the money aspect but certainly um TIG grants we couldn't possibly take on the new projects what we have if we didn't have somebody funding us and helping us along the way so so now we're motivated but the idea is here and this is sort of a lesson that I can pass on is don't bite off more than you can chew and I and I haven't actually I don't think that's happened here but I can tell you I've come near choking several times on trying to get RLS to TIG projects done and on some other projects we've been working at here in the program so what you should you consider when you go off to do a new project um there's the excitement and the glitz and glam of it but does it fit in with the other technologies that are already in use or are we going out on a limb in order to bring money in or going on a limb because it looks really cool and then one of the TIG projects that we got was to build an intake tool so that it could determine financial and case priority eligibility on once our intake staff was sort of overwhelmed with several tools that they had to refer to for every little in for every intake that came in and someone recommended that we consider the the software neodologic and touted it as being a very powerful tool it is wonderful I've seen it in action it is spectacular but as we got involved in the project the grant was awarded to us then we started really seeing more about the back end of it we started seeing more saying well wait a minute we were told it does this can it do that and so whether or not it really fit in with what we were already doing or was this another technology that was going to demand a whole new set of skills and as we've been talking about a whole new set of maintenance skills as well and this is what I've just been talking about we've we would have had there was new training involved I would have loved I've done all that it's sort of like those of us who get excited by new technologies are really ready and willing to learn but you know when it really comes down to doing it are you really going to have the time given all your responsibilities or is what you've taken on something that could already be met with something you already have in house I mean how many systems can you maintain how many systems can you be trained for keep staff on and know the technology well enough to take it into the future and not have it be abandoned here in Pennsylvania we were the recipients of a Cypre award and the money was targeted for a new case management system across the state although we each have our individuals we all move from one case management system to a new one and we're now working with legal server which in a very basic way can do basic document assembly so now we have people sort of like saying well we have this already for our case management requirements or needs can we use this also for our document assembly needs and in some cases yes why would you go on to hot docs if you have something that's already built in people are already trained on familiar with if you really don't need to go to a more sophisticated level of using hot docs of course from my point of view everybody needs to be literate in hot docs but that's another training so and then how will the new technology advance service goals we can bring um technologies in um we can get a grant to build some hj templates for prosa clients but is it always how is that going to actually work in with our service goals or is it always going to stay on the outside once particularly the grant is over so the object is to avoid those kind of project pitfalls taking on more than you can possibly chew and how would you do that well first of all you might want to ask experts and get second opinions i had recommendations about neotologic but it wasn't enough um for uh my other big project is this monster called a divorce tracker which we originated originally did um in hot docs in hj but as the project went on and as it sort of showed itself to be the monster that it is it really exceeded the uh the functionality of hj author and so there was this major shift in the middle of the project because hj really couldn't handle um all the functionality we needed to make this divorce tracker run a divorce tracker is one big template that takes prosa litigant in at the beginning provides them with initial divorce forms has that person come back they feedback their answers to certain questions it feeds on itself and produces the second um set of divorce forms provided they did what they had to do certain qualifications were met then they come back and do it a third time and the divorce tracker can help them get through to that final um divorce decree that people want had i asked somebody like bob obin who's on the phone or bart url i probably would have been advised that maybe i was biting off more than this i could really chew or more than the software could really do for me um ask to see demos be demanding for specifics if it's a software you don't know it may be a technology is great for your program and will uh fill a need a real void but be sure you know what it is rather than just getting a great recommendation and see it flash on the screen in some webinar also try to get commitment from your management for funding beyond the project term there's nothing sort of more demoralizing i've spent a lot of time and effort and developed a lot of templates uh for our staff here at north penn legal services for the prosaic community in pennsylvania but um when there's no new grant money there's always a question of whether or not there's going to be money and time for maintenance of the projects that we have or are we going to be able to build on them for the future it's sort of a tease to have a few custody forms when we really need more custody forms and then there's no money for that so there's always going to be the maintenance issue fun grants generally are not going to pay ongoing maintenance costs into the future so there may be the grant money initially but you've got to make a commitment um over the longer term there's also uh important to get some buy-in to the project uh we've done a lot of document assembly here um not all staff like the document assembly uh the prosa projects um are not necessarily referred to by our hotline people um by our workshops which they could be incorporated nicely so really to get everything up and running and to be part and parcel of a project's service um goals service plans the more that it is incorporated into the general stream of what you do your mission work the more it's not an extra demand on the general budget it's just all part and parcel of what you're doing and then just to remember that although you can get a lot of money and everybody is giddy and happy when the project money comes in in the end tech projects really are not money makers so if you're applying for a tech grant just be sure you look the gift horse in the mouth because there's a lot of more costs um than are ever going to be covered by the grant money or so when I was just going through and putting together my slides um Miranda pointed me to this particular very very short article but it really wraps up things very nicely about thinking about technology projects for the future making sure you know what you're getting into and how to make them a success so so that's what I have wait so we'll pause just a minute to see if there are any questions while I pass controls over to Xander hi everybody my name is Xander Karsten I am a project manager at legal server and I'm just going to talk a little bit just as a kind of wrap up of both some of the really great really great pieces and and tips and thoughts that folks have shared so far as well as a couple of my own and the reason that I tend to call this agnostic transition planning and just about every all of the project management um kind of concepts that I tend to present on I try to make sure are agnostic because um and that really just refers to platform agnostic it doesn't matter um Osana that Jack pointed out earlier was is a really great tool um but there are a lot and there are a lot of other really great tools here and other ones were mentioned and so kind of just keeping it to concepts rather than tool specific pieces so the key for me and this is a lot of what I'll be talking about in the next couple of minutes is true for um for any project management and really not just for transition but for any time you're starting or coming into a new project and we've all sort of both been in that situation I'm sure where we are starting up a new project and we have the kind of ability to start from scratch and move forward and get all of our documentation the way we want to um and have everything move um moving cleanly ahead and we've also I'm sure all kind of walked into projects where you know we are the ones who are transitioning in and we need to you know take a look at what's there and um and make sort of do a little bit of pathfinding through a set of projects that we have so for any transition you know plan early and plan often um you know it's never and we'll talk about this in just a second but it really was never too early to start thinking about what happens when somebody leaves knowing your partners knowing your deliverables and knowing your tools will make the transition all the easier and there's nothing worse than realizing at you know the last minute and this has certainly happened to me on a couple of occasions where you know I was talking through a transition of a staff member or a transition of a project and it wasn't until you know a week or two after that project or transition had been that project had been uh transitioned that somebody I remembered that there was you know a deliverable that I hadn't mentioned um so just knowing that and being aware of all of those different pieces can be uh incredibly helpful um to know just to be outside so planning early it's never too late and it's also never too early to plan for transition um we when I do a version a sort of different version of a project management presentation at the TIG conference the last couple of years with uh with Anna Heinlein and uh and one of the things that we talk about when we discuss sort of ramping up projects and that initial project planning phase is to think through you know both in your own in your own work as well as in the work of your partners who is going to take control who was going to step in the best kinds of transitions are the ones like Miranda had when when she went out on maternity leave or when somebody gets a new job or when somebody you know retires and those are the best kinds of transitions and the ones that we have the most heads up about but there are also other transitions um that we may not have the uh the same luxury of time and so just being aware as you're kind of gearing up a project even okay you know if I if something happens to me or if I need to leave um who would be a good kind of successor for this individual project can be a helpful you know place to start and also a helpful uh thing to think about when you're uh when you're working with your partners so sort of succession planning um and you know I tend to like to think of this both in uh discrete chunks for a project by project basis as well as larger overarching pieces of my work um but just sort of looking at that whole project and who understands where the pieces of the project are who can absorb some or all of that project what documentation may they need and who can who else in the uh in the agency can help support that person to make sure that they're successful um you know for most of my uh most of my projects now and I really focus on onboarding people into legal server um but this was true also with when I was at ProbonoNet and when I was in direct service um you know having not only a supervisor who's there who knows um what you're working on but also having somebody who is at the same sort of structural or agency level or even somebody who you supervise who also knows you know where all those pieces are and what's going on can be really helpful um even if you know you just are out sick for a couple of weeks can be you know helpful to keep things moving and to have that institutional knowledge sort of thinking about who who above and who at the same kind of work level that you are can really help support and make those transitions easier so knowing your partners and there's sort of this question for uh we talk again you know when we are doing a kickoff call or doing our first meeting with all of our partners you know who who is each person and you know sharing email addresses and phone numbers and being able to reach out to everybody on on a project can be really helpful knowing what their role but also knowing who's gonna step in and play back up and who who should I contact if I really need to get the answer to a question and just you know sharing that information um for between the partners and whether you keep that information in in a sauna in JIRA I have a Google spreadsheet we'll talk about that in just a second um you know can be really uh really helpful to kind of think through that um so by way of some kind of documentation when thinking about spinning up your project or even if you are coming into a project that that you weren't in before thinking through some accountability matrixing or or responsibility charting can be really helpful just sort of laying out in one public document who's on the team what part of the project are they responsible for um there are some really great um there are some really great templates out there either just accountability matrixing or um or thinking through I I oftentimes use a really simplified Gantt chart that just lays out on you know on the rows what the individual components of a project are who it's assigned to and then the columns are sort of when that happens but if that doesn't work for you um you know just having sort of what the responsibilities are who um who they are identifying who will be their backup either internally or externally it may be that it's a particular partner um leads an agency that piece the project may be absorbed by a different partner and that's absolutely fine just sort of knowing in each project who that's going to be and it also helps to analyze if one person or one group is just you know taking on too much one of the things that is uh that is really uh difficult and and can be difficult for a lot of folks um both within legal aid and um civil legal services but also in not-for-profits in general it's just you know the ability to say no but you know kind of pushing back and knowing and sort of seeing that laid out visually can be really helpful to maintain um to maintain the balance between partners um and in human internally and then know you're deliverable um by the way if anybody really loves these little cartoon guys which I do personally uh the slide deck has links to all of the pictures as um just as uh credit and also because I thought they were really great um so you know making goals deliverable transparent and accessible we all you know most of us here have seen sort of take the documentation and take milestones but if you don't have a document like that for other projects it may be helpful to make one and to really think about you know okay what what are my measures of success and how am I going to uh how am I going to make that happen um I find that that's also really helpful when I have a meeting but I don't have an agenda um we'll touch on meetings very briefly in just a second but um you know it's often often very helpful to just start with what are the goals here you know what are the goals of the project what are the what are the short medium and long term goals um and like I said if you don't have that you know make that and you know one of the things that I found to be really helpful coming into a couple of different projects was even just to make it for myself um if it wasn't something where I was in a position to kind of take any to take a leadership role but you know I it was helpful to me just to know you know what am I doing this project for what is the ultimate goal um and then if you do have a place to start um to really have the ability to do project planning and as that is part of your role you know starting with what those goals are and moving backwards can be a helpful way um to think through um sort of timing as well as steps it may be different for other people for me it's oftentimes really hard to kind of think forward I tend to think backwards where I want to go and then how am I going to get there and then just knowing your tools um you know I there are a ton of really great tools that are out there ones that I use personally one that one's that uh different partners with my youth um I have found however that when especially when I'm collaborating with other people Google spreadsheets works really well um everybody knows it it's easy to maintain um it looks at enough like an excel spreadsheet that everybody has seen it um and it doesn't really require any additional training however if you do want to use a specific um tool like Osana or like Jira and you want to share especially with external partners you're also going to want to build in some training time and maybe schedule a couple of meetings to do that that's true internally as well um you know as folks have kind of pointed out but it's uh can also be helpful to just build that into your project if you decide to use a specific a specific tool for that communication just sort of generally between um between partners and uh and internally as well and you know I think that that other folks have said it you know just as well but you know clear uh short clear concise and often um you know that the a friend of mine does this uh has this rule where he won't send an email that's any longer than five sentences um which can be uh which can be really uh really helpful to kind of just narrow down what you really need to say um I haven't gotten there yet because I don't like to use a lot of words um but uh you know that's sort of something that's always stuck with me as a as a good practice to sort of think about and then I also just wanted to kind of touch especially folks have talked about meetings and using meetings as transition planning tools and you know there is absolutely no replacement for you know in person or um or online sort of meeting time and meeting spaces um I have found in my own work and in my own sort of world that my meetings are only really as powerful as a follow-up that I'm able to do um I've gotten into the habit of emailing out sort of summaries of all the meetings that I have um each week and and there are quite a few um but that extra kind of hour or two that I end up spending at the end of each week just to email out and say hey thank you for meeting with me today or this week this is what we've talked about um can really be helpful and when you're thinking about transition meetings especially um and sort of setting agendas it's also really helpful to have um a summary email that says you know we met today and here are the pieces of the transition that you know we talked about here is the uh here's the most you know kind of important thing that I think that you should flag or that I want to flag for you um oftentimes they don't have you know a pad of paper next to me and those pads of paper and slips of paper do end up getting lost and having them in one sort of centralized place both as the recipient and as the sender can be really really helpful and then my final thought and this may just be because I've been in California now for a going on for years um but kindness in transition planning and in um and in project management in general is so incredibly important and it's something that we don't often you know take the time to think about we are so dispersed and even within agencies we may not you know see the people that we are communicating and transitioning off to on a regular basis because we're in different offices um if you're working with external partners um oftentimes the bulk of our communication happens either via email or over the phone or through uh web based uh web based applications and it's really hard it's only it's impossible to see people's visual kind of facial expressions body language and it's really easy um and I know that I do this all the time it's really easy to sort of read an email that doesn't start with hello as being you know a little more aggressive than maybe it was intended so as you know both somebody who is reading that email and also somebody who's writing a lot of emails just thinking through you know being kind to uh to the people that we are uh that we're interacting with and taking that opportunity to really share that kindness um can make even the most stressful transition planning um and transitions all the better a little bit of humor a little bit of kindness goes a long way even when you know things are completely off the rails which happens I mean it happens so um so yeah those are uh those are my major pieces in my takeaways uh the time to plan is now no matter where you are in your projects um taking just a little bit of time to plan um to plan on transitions and to think through what would happen um knowing your partners deliverables and tools um can make that process all the easier and then um just be kind


Welcome everyone, is everyone in the room? Good morning, good morning everyone. My name is Manuel Castro, I am the Commissioner of the Mayor's Office of Immigrant Affairs, and we just finalized a tour of our Immigrant or Salem Seeker Resource Navigation Center. This is one of many places the Salem Seekers are receiving assistance upon arrival to New York City. In a moment I will introduce Mayor Eric Adams, but first I'd like to thank everyone involved in pulling this effort together. There are so many thank yous to go around, but I especially want to thank Deputy Mayor Ann Williams Isom, who under her leadership we managed to put this together in record time, so thank you Deputy Mayor. Of course I'd like to thank Mary Barnaby from the Red Cross, who has been an incredible partner in making sure we have this wonderful space. We not only have this floor, but we are about to expand to a second floor as we think through the various needs that asylum seekers need in our city. Of course my fellow commissioners, Commissioner Sack Isle from the Office of Emergency Management, who has been leading this work in setting up the center, Chancellor Banks and his team who has been here from the beginning to make sure that those children arriving are enrolled in schools and receive the services that they need, and Commissioner Gary Jenkins from the Department of Social Services, who I work closely with to make sure that those people in our shelter system are connected to services here and elsewhere. And lastly, everyone in the administration has really pulled together to make sure from day one asylum seekers are receiving support, not just in our shelters, but everywhere else in the city with our nonprofit providers, and nowhere in the nation this is happening. The moment asylum seekers began to arrive at Port Authority, we were there to welcome families. And then the next day that we expected buses, Mayor Adams came with me to greet families, and you all know that the mayor didn't have to do that immediately. He could have waited weeks, months, but he was there because of his commitment to the families and the innocent children that are arriving and to make sure that we set an example for this country as to how we welcome newly arrived immigrants. Thank you to Catholic charities, of course, our partner in this effort, Monsignor Sullivan, who is here with us today. He gave mass this morning. And all of our nonprofit providers who you saw in our nonprofit resource hallway, you'll get to speak to all of them after this, but now I give you Mayor Eric Adams to share a few words. Good job. Good job. It's so imperative to have a former dreamer is at the helm of this issue, why people are seeking the American dream. Having this commissioner who understands what it is to find their way into this country and navigate the complexities and now is able to be here this time to help the countless number of people who are seeking the American dream. And we are not going to be like those municipalities and states where we fly people to Martha's venue, where we put people on buses and have them fail to get the basic items they need. This is a crisis. And during crises, there are two types of New Yorkers. There are those who play I got you and stay on the outside and complain. And then there are those who roll up their sleeves and just get stuff done. That's who we are. And anyone who states that this administration does not have a handle on this crisis, they must have been sleeping under a rock. This coordination from local nonprofits, elected officials, all of my team from education, all the human services coming together. Because the reason we're doing this is because we're all immigrants. The ball came from somewhere. We all know this narrative and story and it's crucial for us to make sure as you have walked through here, we provide those services that are needed. So it doesn't matter if you came here on a Mayflower or on a bus at the Port Authority, you deserve the dignity and respect that this city continues to show. We're going to show the compassion, the commitment, the understanding and the helping hand. I too want to add my voice and thank Deputy Mayor William Issa. During the midst of this crisis, while addressing COVID, monkeypox, addressing polio, addressing our own housing issues that's on our streets, mental health crises, ACS, while addressing all these things, she was able to put together this location to help our new arrivals. It shows that we're going to provide services to those who are new and those who have been here for many, many years. The Navigation Center will allow newly arrived asylum seekers to access the services and support they need, including legal services, school enrollment and healthcare, foundational items to help families move forward. With the help of all our agencies and our nonprofits, including Red Cross, we want to thank Red Cross for the coordination of this space. In just the last few months, in unprecedented number of new arrivals into this city, over 11,000, over 8,000 are currently in our shelter system. That 11,000 does not include those who are living with family members and loved ones in this city. We will continue to welcome asylum seekers with open arms and provide them the services they need. And we are seeking to get additional resources. We are communicating with the federal, state, city lawmakers. We communicated with the White House two days ago to talk about the things that we need here. And we're going to continue to pursue the additional funding. This country was built on immigrants and by immigrants, and we're going to honor the tradition born here in New York City, we are going to have open doors to them, not close the doors in their faces like we're seeing in other parts of this country. A lot of American dreams are going to start right here at this center. And we cannot thank all those who are here, particularly my elected officials that are here, because they are going to have to make the challenging and difficult decisions of helping us navigate how we move forward in this, in this city. These are difficult times, but we, as we always do, we're rising up to the difficulties that we are facing. I'm going to turn it back over to our commissioner, but I also want to let you know at nine o'clock we open doors. 850, the press has to bounce, because we have to make sure that the people who walk in here won't become part of any form of media, any form of their pictures being taken. So all that you want to ask, let's do it by 850. Thank you, Mr. Mayor. And now I'd like to invite up Assembly member Jennifer Rashkumar to share a few words. Thank you. Thank you so much. I'm so proud to stand here this morning at the opening of this navigation center. This means a lot to me. My parents immigrated to this country with $300 and a suitcase. My mom was born in a mud hut in India. And what I know is that with just a little guidance, immigrants can do so much. And what I know is that everyone on American soil deserves to be treated with dignity and respect. And today, our mayor affirms that principle with the opening of this center. And I couldn't be more proud. And I would also like to share with you something very fascinating. If we increase the refugee intake by just 10 percent, our economy grows by $1.4 billion. So giving immigrants this kind of guidance, it's good for all of us. So I want to thank the entire team that came together to get this done. Can we all give the Mayor a round of applause? Thank you. Thank you so much. Thank you. Thank you, Assembly member. And now I'd like to invite up Senator Luisa Pulbida. Thank you. Good morning, everyone. Good morning. So we all know, if one of the yes. We all know that New York City, the immigrant community, has been the spinal cord of the city since its inception. We all know that this city has built on the backs of immigrants. And while other states like Texas are using asylum seekers and immigrants as political pawns, New York City and Mayor Adam are demonstrating again that this city treats everyone with respect, with dignity, and will open its arms to everyone. The immigrant stories in this city are well known. We have two elected officials here who are immigrants, undocumented immigrants, who are now caring for their communities in the legislature. We have Congressman Adelano Spayotte and Assemblywoman Catalina Cruz. These are undocumented immigrants who are now representing their communities. And so we have to do everything we can to help these immigrants that are coming here, looking for a better life, trying to protect their families. That's all that they're seeking so that they can have a success story. La Ciudad de Nueva York y el Alcalde de la Ciudad de Nueva York demuestran de nuevo que esta ciudad apriesa la comunidad inmigrante y va a hacer todo lo posible para ayudar. Así que quiero dar las gracias al Alcalde, a su equipo, y dejar de saber que los cursos aquí pueden ayudar a muchos de las personas que son inmigrantes, especialmente los que están buscando asilo. Muchas gracias, Alcalde. Thank you all very much. Thank you, Mr. Mayor. Yes, thank you. Thank you, sir. Yes, State Senator Brad Owenn proudly represent this neighborhood on the west side. And thank you, Deputy Mayor and Mayor and Commissioner. This is so essential here on the west side to have this structure. It's really heartening to see all the city agencies working in partnership with non-profit agencies and getting this up and running so fast. I can't help but think who is going to be walking through these doors, future Nobel Prize winners, professional athletes, social media influencers, members of the press corps. This is the American dream and you are setting it on course. Thank you, Mr. Mayor. Thank you. Thank you. And we can't, before we open the questions, we can't be in Manhattan without Manhattan BP. We BP's got to stick together. I am so proud of New York City right now. I am so proud of the example that we are setting for the nation. These are the best of American values to welcome people who are seeking refuge here. These are families who are fleeing horrific conditions who have been through absolute hell in many cases in the journeys to get here. And we need to welcome them with compassion and we're doing it here. This is the example that the country needs. I also want to be clear that New York City needs help. We need the federal government to help. We need reimbursement from FEMA under the emergency food and shelter program. Texas has been getting it. New York City needs it. We need work permits for these migrants to be expedited. Mayor, you spoke very powerfully about that yesterday. If you meet and speak with any of these families within one minute, the topic of working will come up. These are people who want to work. They want permits. And it just makes no sense that we'd wait six months. And we need federal coordination as well. We need leadership to make sure this country organizes in a compassionate and sensible way to welcome people who are coming here for asylum. In the meantime, what you're seeing here this morning represents our city's commitment to do right no matter what by these migrants. And I'm incredibly proud of that. Thank you. Thank you. Thank you. And if you don't take away anything else, let's take away the fact as the commissioner stated, this is being done nowhere else in the country what we're doing. What's happening, Katie? What we, we just learned yesterday about what has unfolded at Martha's Vineyard. We have not received any communications thus far that individuals are landing at Kennedy Airport or LaGuardia Airport. And if that happens, we will pivot and shift to that location. The Republican Party, they have created a blueprint that all of them are starting to follow. It's inhumane for the governor to send immigrants to Martha's Vineyard without any coordination. It's just creating a real crisis. And that is the problem that we shared to our lawmakers in Washington, that this is a blueprint that you're going to see start unfolding. Well, you know, anytime when you talk about legal issues, you need to have your attorney speak. And so, I brought my attorney. Good morning. If you read what we said, we did not say that we're reassessing the right to shelter. What we said was that we're reassessing the city's practices with respect to the right to shelter. No administration, no team has done more to guarantee the right to shelter than this team. Faced with over 11,000 asylum seekers since May, they've safely and efficiently provided them not just shelter, but all the related services that the consent decree upon which the right to shelter is based guarantees. There is no ambiguity in this administration about what the law says and what the right to shelter says. What we are doing, because this is an unprecedented development, as the mayor said, and a reality that nobody who has been litigating these cases or who has been considering the right to shelter over the last 40 years in the city, a reality that nobody could have foreseen, it is important because we don't exist in a vacuum to reconsider the practices that the city developed that flow from the right to shelter. So it is those practices that we are reassessing so that we can achieve, so there are operational practices, there are communication practices, there are various practices that have arisen with respect to the right to shelter over these decades relating to homegrown, the homegrown unhoused population here in New York. Obviously, none of those practices developed with anyone contemplating that there were going to be over 10,000 individuals bused into New York with no connection to New York from overseas. And so we have to reassess all of the ways in which those practices have developed to determine whether we are making these decisions as efficiently as possible and obviously always in accord with the right to shelter. There is no ambiguity there, so it is an important distinction. We are not reassessing the right to shelter. We are reassessing the city's practices that have developed around the right to shelter. We are continuing to expand. If it comes down to emergency hotels, emergency shelters, we open 23 thus far. We are going to continue to meet our obligation, but it should be also clear that we are required to write to shelter. This goes beyond that. What you are seeing here today, we are not stopping at the bare minimum of right to shelter. We are going beyond that to make sure people have the right to have a decent life here in our city. And so we are going to meet our challenge. If it means open up more emergency shelters, if it means looking at different locations, we are going to use every tool in our toolbox to solve this issue. As every asylum seeker that comes to New York will have shelter by law, we are required and we are going to do that. We sent the team down to Texas and looked at the various buses that are coming. Some are Governor Abbott's buses, some are coming from other cities in Texas. And so there is a combination. We know that we could document that we had over 11,000 that enter our shelter system. 8,500 are still there. And we know that a few days ago we received, I believe, eight buses came in to the Port Authority and we could only make sure that we monitor what we have so we could give you accurate numbers. But again, not everyone is coming into our shelter system. Yep, got to get other folks, other folks, other folks. Go ahead. Yes. We have, I think when I'm in the streets, when I'm hearing from New Yorkers is, thank you, Eric, for what you're doing with over 11,000 people. I'm not hearing from New Yorkers that we felt families that are needed, we're supposed to provide right to shelter. We have. When I had a press conference on this issue a couple of months ago, I stated to all those who wanted to speak, pick up the phone and call us. We called everyone to inform them our call turned into a press release to meet a scotcher. And that is not how we communicate to resolve this problem. We need everyone to be aligned like these organizations are to get our federal government, our state government to give us the resources. We need people to use their legal minds to see how do we challenge this behavior from these rogue governors? We need people to do something simple, come volunteer. We need, we got a lot of work we have to do. So instead of looking at this administration that is going beyond the call of duty and opening sites like this, come volunteer. That's what we do. We need help. We have not been ashamed to say that we need help. And all those who think we're not getting it right, they should come and show us how to get it right. Because we believe we are getting it right. Well, we are. What's changed is that now we're seeing between four and six buses arrive per day. In fact, I'm going there after this to make sure that we welcome asylum seekers as they afford. But we've had to scale our operations. The New York City Office of Emergency Management has taken a lead to make sure that people have the support they need and transportation to our local shelters. So I just want to highlight the work. Okay, that's that's a wrap. Any other question you have to reach out to Fabian? Yes. In Spanish, in Spanish, today we are inaugurating the center of I would love to to go to the tip to when there is a port authority offloading of


O'Brien. Hi folks, Basel Shaffer, sitting here for the one and only Tom O'Brien, big shoes to fill, but we'll do our best hours down 31 and 33,564. I do the 10 o'clock to 11 o'clock show every morning, Eastern time. That's called, that's market days. The Tiger Technicians Hour and my service here is the opening call daily newsletter. And I will be doing a webinar this Thursday, a live trading webinar this Thursday a week from tomorrow, the 15th, I'll give you some information about it as we move on. But look, the Dow has been the leader to the upside in these particular patterns. I talk about the market all the time as being basically in three way forms, just about, I mean, all the time you can see it, let me just get to this right now. I should have added already, but I'll get it ready right now. So look, there are straight line moves up or down. Let's just put this so you can see part of it. Straight line up, straight line down. There is a cup formation, it could be a V shape formation, doesn't matter it's going for one point down, then back to that point, how it deals with that point is important and it's the arch formation. And it goes from one point up and comes down. You can get a mix, in this case you go to one and three, straight down with the arch formation. If it fails at only the first or second peak, peak A or B, I give them denominations, A, uppercase A all the way through G, there's never an H in the Chapmanian methodology, uppercase on the way up, lowcase on the way down, but if it fails at a peak B and comes down and takes out that left side, look, got to be really, really careful. So on the upside, if you take out that left side high very quickly, that's always a very good sign. So let's get out of those and we'll talk about that as it relates to exactly what we're looking at. What we're looking at is markets are made up all the time of arches and cups. These are the patterns. And in this case, you can see this huge arch, this huge cup formation, I've chosen the left side high right here at that peak A in the Dow chart and gave me an exact bar symmetry. This is what I'm going to be discussing in my webinar, bar symmetry. It's so important. How many times does the price go from one level down and then in the same number of bars it goes back up again or very close to exactly the same level? Well, we've got that. What happened here is that at that peak G stat, see, I won't go into that for the Chapmanian notation right now, but at 34,386, we went just above 100 points above the 34,281 high of the 16th of August. And then it pulled back to the 14th period. Moving average ran up to a peak D. D is the fourth highest peak. So that's the one they always say, the Chapmanian, that's where you lift your foot of the brake for the accelerator for the moment, hover over the brake because other things can happen. Well, in this case, it's had five sessions of moving lower. It hasn't made a lower low yet today. The day's young. We'll see what happens. But at 34,595, it's been the best index. Look at this weekly chart. This is a single leg A with a really good chance that by Friday we make a peak A because there's no higher high above 34,595. And that'll be one leg that goes from 28,660 all the way up to the high of the 1st of December. And now we started December by having one day above the previous high. So that makes this little leg A, gray A in the monthly chart. Most importantly, we're above this Chapmanian Insight Track repalance zone that became a propellant zone making this whole area of 30,000, I'd call it 30,100 to 32,700, absolutely imperative to hold over the next week or two, maybe three. All right. So that's the Dow. So the upside has strong resistance in the 33,800 to 900 area on the shorter term. The key support will be, the very near term will be 33,420 to 33,880. If it goes under that, you've got to be careful. S&P, it's the same thing. I don't want to go through the whole litany there of these different technical indicators, but you made a doji candle Pd at 4,100 at 0.51 on the 1st of December. Now you've given back all of the gains plus and you're very close to yesterday's low. So this is a leg A to the downside, lowercase A, and we'll see if it forms a trough today by having a lower high, I mean a higher low, we'll see. But the MACDs turned down statistics way down to 49%. Look at the on balance volume. It's already kind of oversold in this area. So I've been saying to subscribers to my opening call since we are still along the Dow and still triple along the Dow as well, but we have taken very nice profits when I still kept core positions, and we did not go to the short position via the three times short the S&P, which is what we've done before. We did that quite successfully recently, but I've got to be very careful here. I see internal strength as well as weakness. So there's 200-period moving average right here in the S&P at 4,022. Look at the fulcrum, the way it goes up and then down and up and down. Now it's down, the further it pulls away from that level, the greater the chances are it stops being a magnet and becomes a repellent line to push price down. So watching that, and also look, there's a technique that I developed a long time ago. I called it the Chapman Wave, inside track repellent or propellant zone, it's become a repellent zone. Look, this is the third try to break above this trend line, these two narrow trend lines that make a channel. And it just hasn't been able to do that. And last week it actually crossed the nine-period cross positive in the weekly chart. It still is, but so far it's not holding all that well. Look at the QQQ, the QQQ is the index 100, it made this doji candle peak E, it's pulling back underneath the rally into the first and even the second of December. Look at this, now we're coming back down and it's down $1.50, $280, Dow's leading S&P's next QQQ is following that and the IWM, IWM is also very weak, it's down just 38 cents today, 179.69, but look how many times it's been repelled from this orange 200-period moving average. Now those are the things I'll be talking about and working on when we have the trading session on Thursday week. So let me show you something else, the gold contract. So gold is acting very well when you look at the shorter term, look at this going from the 16, this is the continuous contract, about 1630s and it has this huge, well actually this is, let me give you the exact figure, 1633 in the continuous contract, the week of the 4th of November, this is a lovely move to the upside, but wait a minute, when you look at the high that was made way back in March in the 2100 area, this is just a little bit of a rally right now, so gold has got a lot to do to really turn the corner to say this is the place to be, but so far it's acting extremely well. I'll be back in a moment, Dow's down 45, S&P's down 12, Basel Chap is sending you for Tom O'Brien, this is the Tom O'Brien Show, be back in a moment.