Project and System Metaphors

1. Project and System Metaphors May 1, 2009 Edward Granger-Happ Unified CIO, Save the Children US & UK Chairman, NetHope Chairman, GTRB

2. Some definitions - Metaphor “A figure of speech in which a word or phrase literally denoting one kind of object or idea is used in place of another to suggest a likeness or analogy between them (as in drowning in money)” –Webster "The metaphor reminds us that the universe is full of cousins.“ --J.D. Casnig “Metaphors have a way of holding the most truth in the least space.” --Orson Scott Card

3. Some Definitions – Systems Metaphor “A story that everyone—customers, programmers, and managers—can tell about how the system works.” --Kent Beck “The metaphor just helps everyone on the project understand the basic elements and their relationships. Words chosen to identify technical entities should be consistently taken from the chosen metaphor. As development proceeds and the metaphor matures, the whole team will find new inspiration from examining the metaphor.” – Kent Beck

4. “Extreme Programming teams develop a common vision of how the program works [or needs to work], which we call the “metaphor”. At its best, the metaphor is a simple evocative description of how the program works [will work or should work], such as “this program works like a hive of bees, going out for pollen and bringing it back to the hive” as a description for an agent-based information retrieval system.” --Ronald E. Jeffries, XProgramming.com, 1999 - 2009

5. Key Project Metaphors at Save • The following are key one-page metaphors that have summarized and galvanized key projects: • “Joe Donor” for the single-view-of-the-donor objective for Capital Campaign Project in 2006 • The Data Silos “red zones” for Capital Campaign Project • The Unified Presence imperative for unified applications in the BCG Alliance IT Review in 2006 • The Sri Lanka “130” reporting nightmare for the CPH Project in 2007

6. BEFOREProject Goals: Single View and Consolidated Campaign Reporting Raiser’s Edge AS400 MATCHING GIFTS Joe’s employer is a matching gift company but they are not on record as such. Joe’s sponsorship payments have not been matched because no application has ever been submitted. CORPORATE RELATIONS XYZ Corporation is a corporate partner of Save the Children. They recently bought a table for the gala. N/A :Pledge form PLANNED GIVING Through reading the annual report for CARE, Planned Giving learned that Mary Donor set up a CLT with CARE as the income beneficiary. Her son, Joe, is the remainder beneficiary of $5 million. PLEDGES Joe has pledged to donate $100,000 for HIV in Uganda; payments will be received throughout the next 2 years, but no payments have been made as of yet Joe Donor RE6 SPECIAL EVENTS Joe attended the gala as the representative for XYZ Corporation along with his wife Alice. Both were setup in Raiser’s Edge as attendees. Joe is a Vice President with XYZ. GRANTS Joe is on the board of a foundation, The foundation recently gave a $50,000 grant to Mozambique Grants Management LEGEND: INTEGRATION OF INFORMATION Dotted Arrow = none Shaded Arrow = limited Bold Arrow = full `

7. RE7 PLANNED GIVING Through reading the annual report for CARE, Planned Giving learned that Mary Donor set up a CLT with CARE as the income beneficiary. Her son, Joe, is the remainder beneficiary of $5 million. AFTERProject Goals: Single View & Consolidated Campaign Reporting RE7 RE7 MATCHING GIFTS Joe’s employer is a matching gift company but they are not on record as such. Joe’s sponsorship payments have not been matched because no application has ever been submitted. CORPORATE RELATIONS XYZ Corporation is a corporate partner of Save the Children. They recently bought a table for the gala. RE7 PLEDGES Joe has pledged to donate $100,000 for HIV in Uganda; payments will be received throughout the next 2 years, but no payments have been made as of yet Joe Donor RE7 SPECIAL EVENTS Joe attended the gala as the representative for XYZ Corporation along with his wife Alice. Both were setup in Raiser’s Edge as attendees. Joe is a Vice President with XYZ. GRANTS Joe is on the board of a foundation, The foundation recently gave a $50,000 grant to Mozambique RE7 LEGEND: INTEGRATION OF INFORMATION Dotted Arrow = none Shaded Arrow = limited Bold Arrow = full

8. NOW IMAGINE 15 UNIFIED PRESENCE COUNTRIES AND 20PARTICIPATING MEMBERS USING UNIQUE APPLICATIONSExample: Unified Presence, Financial Systems Note: Assumes strict adherence to current rule that managing member systems are used in Unified Presence program countries

9. The Migraine

10. Case example UP countries find themselves with unbearable workloads in reporting due to un-harmonized head offices Case example: reporting requirements of Sri Lanka Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan '08 Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK Internal-SCUK USAID Internal-SCUK CIDA USAID Internal-SCUK USAID USAID Internal-SCUK USAID USAID Internal-SCUK USAID DEC OFDA USAID Internal-SCUK USAID Internal-SCUK CIDA Internal-SCUK USAID DEC USAID CIDA Internal-SCUK USAID CIDA Internal-SCUK Internal-SCUK CIDA SC Nw Zealnd Internal-SCUK CIDA Internal-SCUK USAID Internal-SCUK Internal-SCUK CIDA SC Sweden ECHO DEC SC Nw Zealnd Internal-SCUK CIDA Internal-SCUK USAID DEC SC Sweden Internal-SCUK USAID ECHO SC Alliance SC Sweden USAID OFDA Internal-SCUK DEC MFA Norway ECHO SC Alliance Internal-SCUK USAID USAID USAID Internal-SCUK 6 DEC Internal-SCUK ECHO OFDA UNICEF Internal-SCUK UNICEF MFA Norway MFA Norway DEC USAID OFDA UNICEF CEF OFDA USAID MFA Norway 7 8 SC Alliance UNICEF SC Alliance OFDA OFDA OFDA USAID 9 Internal-SCUK UNICEF Internal-SCUK OFDA UNICEF Internal-SCUK DfID CEF DEC CEF 10 11 11 SC Alliance Internal-SCUK DEC DEC CEF Internal-SCUK DEC CEF 15 SC Sweden CEF DEC 14 USAID CEF Background information: Managing Member: United Kingdom Participating members: Sweden, Norway Funding members: Canada 2006/07 budget: USD 19 mln OFDA Internal-SCUK Total: 130 OFDA Internal-SCUK CEF 21 18 Internal-SCUK ITT & Country overview Other donor requirements Narrative/Progress Internal-SCUK Quarterly Reports [PMs or District Level Financial

11. Structure of the Partnership FINLAND HONGKONG GERMANY AUSTRIA CANADA IRELAND AUSTRALIA UNITEDKINGDOM JAPAN KOREA TAIWAN UNITEDSTATES SINGAPORE NETHERLANDS SWITZERLAND NEWZEALAND And everyone interacts with each other... THE CORE

12. Picking the right metaphor is a matter of perspective