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ydc_presentation_jira_confluence_2019_06_06.pptx
1. Yale Digital Conference 2019
Meredith Crawford, Reilly Hartigan, Laurie Toth
Yale School of Management Office of Communications
2. Beyond IT: Using JIRA/Confluence
for the Editorial Process
Meredith Crawford, Reilly Hartigan, Laurie Toth
Yale School of Management Office of Communications
3. Raise your hand if…
You’ve used JIRA or Confluence before
You’re tired of searching your inbox for a lost email
Duplicated work that your colleague already did
You have an ever-growing to-do list
You like pizza
CONGRATULATIONS
You’re in the right session!
4. Presentation Roadmap
JIRA and Confluence
What these
tools are
Why we use Atlassian tools
How we use
them day-to-day
Advice for teams
wanting to do the same
5. Presentation Roadmap
What these
tools are
Why we use Atlassian tools
How we use
them day-to-day
Advice for teams
wanting to do the same
JIRA and Confluence
JIRA and
Confluence
6. Wait, Pizza?
Imagine you run a pizzeria
What happens when a
customer orders a pizza?
How do you communicate
the status of the pizza to
your customer?
24. What are JIRA and Confluence?
JIRA is our “pizza tracker”
JSD is “Customer Service”
Confluence is where pizza recipes,
guidelines are written and discussed
A pizza can be anything!
25. Presentation Roadmap
What these
tools are
Why we use Atlassian tools
How we use
them day-to-day
Advice for teams
wanting to do the same
JIRA and Confluence
JIRA and
Confluence
26. Presentation Roadmap
Why we use Atlassian tools
How we use
them day-to-day
Advice for teams
wanting to do the same
JIRA and Confluence
JIRA and
Confluence
27. Presentation Roadmap
JIRA and Confluence
JIRA and
Confluence
Advice for teams
wanting to do the same
Why we use Atlassian tools
How we use
them day-to-day
41. How and Why We Use Confluence
Publications
Alumni Webinars
Website Updates
Analytics
42. Presentation Roadmap
Why we use Atlassian tools
How we use
them day-to-day
Advice for teams
wanting to do the same
JIRA and Confluence
JIRA and
Confluence
45. Tips and Advice
Keep it simple, especially to start.
Do the legwork – “Build it and they will come”.
Find Champions (e.g. others in your department, school).
Make sure it’s the right solution for your team.
This tool does not replace in-person collaboration and
communication – remember the basics, don’t get caught up
in how “cool” or “flashy” a new tool is!
We discovered early on that Confluence is a great place to create and share how-to guides for our team and other content editors, store meeting notes, and collaborate on things that we are working on… including events like Commencement.
It’s also where we keep track of our social media calendar for the team. We have a separate section for all social related things, from analytics and campaigns, to our social media planning document.
We also have a section where we keep track of the items we have in the queue but haven’t shared yet. It’s a great way to keep track of campaigns since you can add all the elements, plan a date, and then work on scheduling them when you get a moment.
We have found that we are able to be more thoughtful on the posts by being proactive and planning things rather than reactive.
We discovered early on that Confluence is a great place to create and share how-to guides for our team and other content editors, store meeting notes, and collaborate on things that we are working on… including events like Commencement.
It’s also where we keep track of our social media calendar for the team. We have a separate section for all social related things, from analytics and campaigns, to our social media planning document.
Speaking of planning, another thing we collaborate on are newsletters. We work with our admissions teams to send four newsletters a month. That’s a lot of back and forth with multiple people. When we were in basecamp, we sometimes lost track of conversations since the organization there isn’t as robust as Confluence. You also couldn’t link things easily to the editorial work flow.
Here you can see how we are using Confluence to plan the MBA newsletter.
We meet monthly with each team to discuss potential content for the newsletter. Once that is laid out, we track the progress of the stories in the notes area.
In this sample alone you can see we have some that are published, done, editing, or in progress. That ties into the workflow that Meredith mentioned before.
