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Wednesday, November 7 • 5:45pm - 6:45pm
08 ‘Scrumming’ the Library Materials Budget Allocation: A Serendipitous Application of an Agile Project Management Framework

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At George A. Smathers Libraries at the University of Florida, employees are increasingly utilizing project management (PM) tools to accomplish their daily work. After being introduced to Agile Project Management and its methodologies, members of the Accounting and Serials (A&S) Unit realized that many of their daily practices for materials budget management mirrored those of the Scrum framework of Agile, such as time boxing, incremental releases, ceremonies, and core principles.

The A&S Unit within the Acquisitions and Collections Services Department is responsible for managing the libraries’ materials budgets. Developing the annual materials budget allocation is an extensive process that begins in November/December with a rough estimate derived from prior-year final expenditure figures. As the year progresses and expenditure commitments increase, the allocations estimate becomes more precise and it culminates after a successful completion of the budget rollover.

This poster describes the methodology used last year by the A&S Unit to derive the annual materials budget allocation, and the serendipitous realization that their practices matched many of the project management elements of the Scrum framework. A visual comparison of the A&S Unit practices and the Scrum framework will be presented.

avatar for Raimonda Margjoni

Raimonda Margjoni

UF Libraries, University of Florida
I have worked in a variety positions at the University of Florida George A. Smathers Libraries since 1999. Currently, I am the Accounting & Serials Manager of the Acquisitions & Collections Services Department. In addition to planning and coordinating the Libraries’ materials budget... Read More →

Michelle McClure

UF Libraries, University of Florida
Michelle is a library materials budget coordinator for the University of Florida George A. Smathers Libraries, where she has served in various roles within Acquisitions and Collections Services since 2011. Prior to UF, Michelle worked in the Financial Services industry in New York... Read More →

Wednesday November 7, 2018 5:45pm - 6:45pm EST
Carolina Ballroom, Francis Marion Hotel