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Sheet 1 guides current state review including skills, existing funds, team roles, and the project concept. Sheet 2 covers data management, digitisation methods, publication and engagement, timeline, and detailed budgeting plus permissions and funding pathways.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/digitisation-project-planner-handbook-and-examples/240662/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/digitisation-project-planner-handbook-and-examples/240662.png","ImageObject",442,249,{"name":88,"@type":89},"Levi","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the digitisation project planner and handbook?","Question",{"text":109,"@type":110},"It supports teams in turning a digitisation idea into a defined, actionable plan by guiding goal setting, resource assessment, scope definition, budgeting, and business case or funding preparation.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How should teams complete Sheet 1?",{"text":114,"@type":110},"Sheet 1 focuses on where the organisation is now, including skills, current funds, team roles, the project idea, planned activities, materials to digitise, and expected audience benefits.",{"name":116,"@type":107,"acceptedAnswer":117},"Which topics does Sheet 2 cover for planning delivery?",{"text":118,"@type":110},"Sheet 2 covers data management, digitisation approach and standards, publication and engagement channels, timeline staging, and budgeting details, along with needs, funding requirements, and permissions.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},240662,1790243311,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":25,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":47},7971461740909,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Digitisation project planner, handbook and examples  \nProduced by Mathilde Pavis, Andrea Wallace and  \nSarah Saunders for the The National Lottery Heritage Fund  \nDigitisation Project Planner  \nSheet 1. Where are we now?  \nThis planner is designed to be printed atA3 size. You may write directly in the fields below or use post-it notes as part ofa group exercise.  \nSkills  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n|  |\n|  |\n|  |\n\nProject management Technical (equipment)  \nTechnical (software) Cataloguing  \nData entry and management Archiving  \nWebsite  \nPublication platform Publicity and engagement Other skills  \nCurrent funds  \nAlso see ‘Budget’on Sheet 2  \nDo we already have funds? Can deliver the project within this amount?  \nDo we need expert help?  \nDo we need to apply for funding?  \nWhat can we do without additional funding?  \nDo we have partner organisations who can help with resources? Will our organisation make any cash or in-kind contributions?  \nTeam  \nWho is leading the project team?  \nWho do we need to deliver the project?  \nAre they volunteers or sta􀄣? What role will they play? Will they receive compensation?  \nHow much time do they have?  \nDo we need more people or project partners?  \nWill they need or bring funding?  \nIdea  \nDescribe your project idea in 100 words  \nWhy do we want todo this project?  \nWhat is exciting about our project?  \nWhat does our end result look like?  \nWhat is our biggest ambition for the materials?  \nHave we looked at similar projects?  \nProject  \nWhat do we want todo and when?  \nHow long will the project last? Is it ongoing?  \nWho are the stakeholders and do they share our vision? Why are we best placed to deliver this project?  \nMaterials  \nWhat materials are we digitising? How many items? And what kind? Where are the materials located?  \nWho owns them? Are they free to access? Are there preservation, restoration, conservation or sensitivity concerns?  \nDo we have or need permissions to digitise the materials?  \nHow will we share our materials?  \nAudience & users  \nWho or what groups will bene􀄤t from our project?  \nHow will we promote inclusion and involve a wider range of people? How will people access our collections? On what devices?  \nHow can we meet access and reuse needs (eg, disability access)?  \n‘Digitisation Project Planner’(2023) by Mathilde Pavis, Andrea Wallace and Sarah Saunders supported by The National Lottery Heritage Fund, CC BY 4.0.  \nDigitisation Project Planner  \nSheet 2. What do we need?  \nThis planner is designed to be printed atA3 size. You may write directly in the fields below or use post-it notes as part ofa group exercise.  \nData management  \nWhat data is associated with the items?  \nDoes it involve personal data that requires additional management? How will we catalogue the digital materials?  \nWhat metadata standards will we follow?  \nHow will we communicate any rights in the materials?  \n(eg, Creative Commons or RightsStatements.org labels in the metadata) Do we need to update our policies on data and rights management? Where will we back up or deposit the digital materials?  \nDigitisation  \nHow will we digitise?  \nWhat equipment do we need? (scanners, cameras, photography lighting, sound recording devices)  \nWho will digitise the materials?  \nWhat standards, formats and resolution will we use?  \nWhat software do we need? (collections management system, digital asset management system, editing software)  \nPublication & engagement  \nHow will we make our digital materials available? (own website, Wikimedia Commons, Flickr Pro, GitHub, specialist or existing online archives)  \nHow will we maintain the digital materials after publication? What channels will we useto reach people? (social media, newsletters, workshops)  \nTimeline  \nWhen will our project start and end?  \nCan we organise the work into stages?  \nHave we set aside time for activities like research, recruitment, procurement, training, rights clearance and cataloging?  \nHow much time will we need for t","cbCaifF2dTCHTwPN","https://ap.wps.com/l/cbCaifF2dTCHTwPN","pdf",1121878,"English","# Sheet 1: Where are we now?\n## Skills\n## Current funds\n## Team\n## Idea\n## Project\n## Materials\n## Audience & users\n# Sheet 2: What do we need?\n## Data management\n## Digitisation\n## Publication & engagement\n## Timeline\n## Budget\n## Needs\n## Funding\n## Permissions\n# Handbook\n## Purpose and how to use the planner","[{\"question\":\"What is the purpose of the digitisation project planner and handbook?\",\"answer\":\"It supports teams in turning a digitisation idea into a defined, actionable plan by guiding goal setting, resource assessment, scope definition, budgeting, and business case or funding preparation.\"},{\"question\":\"How should teams complete Sheet 1?\",\"answer\":\"Sheet 1 focuses on where the organisation is now, including skills, current funds, team roles, the project idea, planned activities, materials to digitise, and expected audience benefits.\"},{\"question\":\"Which topics does Sheet 2 cover for planning delivery?\",\"answer\":\"Sheet 2 covers data management, digitisation approach and standards, publication and engagement channels, timeline staging, and budgeting details, along with needs, funding requirements, and permissions.\"}]","Digitisation Project Planner - Handbook and Examples | PDF",1789163834]