Get Connected with Central Desktop - June 2012
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In this monthly customer webinar, we chat about collaboration, answer your questions and highlight some things you may not know about using Central Desktop SocialBridge®. This month's topic: task management Whether you're trying to remember a single to-do or burning the midnight oil on a million-dollar project, SocialBridge can handle your task-management needs. See how to plan, create, refine and manage projects with SocialBridge. Instead of simple "how tos," we'll focus on project-management best practices: - When to create a new workspace for a project and when to manage the project in an existing workspace. - How to create repeatable project templates - What the relationship is between projects and reporting using our platform.
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Get Connected with Central Desktop - June 2012
- 2. Who are these people? Alan Bush Susan Fujiki • Implementation Team • Implementation Team • Central Desktop • Central Desktop • Former Central Desktop user • CD’s first Aussie employee ©2012 Central Desktop
- 4. Agenda • Discussion topic: Project Management – Big and Small • Theory • In-Product Demos • Best Practices • Q&A • Community conversation ©2012 Central Desktop
- 5. What are these calls all about? • Vibrant, active user community • Conversations • Highlight: Central Desktop and specific customer(s) • Informal dialogue: between all customers ©2012 Central Desktop
- 6. What these calls are NOT • Not a sales pitch. We won’t try to sell you on additional services or upgrades. • Not a forum for feature requests. Use the Ideasphere ©2012 Central Desktop
- 7. “I have a question” • If you have a question, ask it in the question box. • I will answer questions after the best practices. • We will also have an open discussion session after the best practice session. ©2012 Central Desktop
- 8. Central Desktop Project Management ALL PROJECTS BIG & SMALL ©2012 Central Desktop
- 9. HEY GUYS, I HAVE A QUESTION. ©2012 Central Desktop
- 10. SO, WHAT IF WE’RE NOT ALL ON THE SAME PAGE? WHAT IF SOMEONE DOESN’T KNOW WHAT A PROJECT IS? I’M ASKING FOR A FRIEND. ©2012 Central Desktop
- 11. proj·ect [n. proj-ekt, -ikt] Noun 1. something that is contemplated, devised, or planned; plan; scheme. 2. a large or major undertaking, especially one involving considerable money, personnel, and equipment. ©2012 Central Desktop
- 12. proj·ect [n. proj-ekt, -ikt] Noun 1. something that is contemplated, devised, or planned; plan; scheme. 2. a large or major undertaking, especially one involving considerable money, personnel, and equipment. ©2012 Central Desktop
- 13. mile·stone [mīlˌstōn] Noun 1. A stone set up beside a road to mark the distance in miles to a particular place. 2. An action or event marking a significant change or stage in development. ©2012 Central Desktop
- 14. mile·stone [mīlˌstōn] Noun 1. A stone set up beside a road to mark the distance in miles to a particular place. 2. An action or event marking a significant change or stage in development. ©2012 Central Desktop
- 15. task [task, tahsk] Noun 1. a definite piece of work assigned to, falling to, or expected of a person; duty. 2. any piece of work. 3. a matter of considerable labor or difficulty. ©2012 Central Desktop
- 16. task [task, tahsk] Noun 1. a definite piece of work assigned to, falling to, or expected of a person; duty. 2. any piece of work. 3. a matter of considerable labor or difficulty. ©2012 Central Desktop
- 17. THAT MAKES SENSE. TELL ME AGAIN ABOUT HOW THEY RELATE. LIKE THE DOLLS. ©2012 Central Desktop
- 18. PM Hierarchy ©2012 Central Desktop
- 19. PM Hierarchy Workspace Milestone Milestone Task List Task List Task List Task List Task Task Task Task ©2012 Central Desktop
- 20. GREAT, WE’RE ON THE SAME PAGE. NOW WHAT? ©2012 Central Desktop
- 21. Project Management with Central Desktop • Big Projects, Little Projects • Two methods of organizing projects • Project Management Reporting ©2012 Central Desktop
- 22. TYPES OF PROJECTS, HOW TO ORGANIZE THEM, AND HOW TO REPORT ON THEM. GOT IT! ©2012 Central Desktop
- 23. Project Management with Central Desktop • Big Projects, Little Projects • Two methods of organizing projects • Project Management Reporting ©2012 Central Desktop
- 25. Big Project vs Little Project Big Project Little Project • Long Timeline • Shorter Timeline • Stakeholders Across • Limited Stakeholders Departments or • One-off Companies • Not tied to other • Pre-Defined Process projects • Repeatable ©2012 Central Desktop
- 26. Big Project vs Little Project Big Project • Single Project Manager • Multiple Participants • Granular Task Detail ©2012 Central Desktop
- 27. Big Project vs Little Project Little Project • Project managed by team • Less granular task detail • Use as a checklist ©2012 Central Desktop
- 28. I THINK IT WOULD BE COOL IF YOU COULD SHOW US SOME REAL LIFE EXAMPLES ©2012 Central Desktop
- 29. Project Management with Central Desktop • Big Projects, Little Projects • Two methods of organizing projects • Project Management Reporting ©2012 Central Desktop
- 30. TWO METHODS? TWO TYPES OF PROJECTS? THAT’S NO COINCIDENCE! ©2012 Central Desktop
- 31. Project = Workspace Project Workspace Significant Milestone Milestone Stages Grouped Task List Task List Task List Tasks Individual Task Task Task Action Items ©2012 Central Desktop
- 32. Project = Milestone Category Workspace Projects Milestone Milestone Significant Task List Task List Task List Stages Individual Task Task Task Action Items ©2012 Central Desktop
- 33. ANOTHER EXAMPLE WOULD BE RAD RIGHT ABOUT NOW ©2012 Central Desktop
- 34. Selection • Closet • Choose • Insert Right Pants Leg Right Leg • Insert Left Leg Left Leg ©2012 Central Desktop
- 35. • Pants Get Dressed • Shirt • Shoes • Starbucks Get To Work Commute • Drive to Work • Do My Work Work • Go Home ©2012 Central Desktop
- 36. THAT’S A LOT OF INFORMATION ABOUT YOUR PANTS. ©2012 Central Desktop
- 37. Project Management with Central Desktop • Big Projects, Little Projects • Two methods of organizing projects • Project Management Reporting ©2012 Central Desktop
- 39. Project Management Best Practices • Know the Tools • Plan Ahead • Document Everything • Use Reports • Give Visibility, Not Assignments • Archive It ©2012 Central Desktop
- 40. Also, you should cheat. • Task List Templates • Cloning Milestones • Cloning Workspaces • Workspace Templates • Cascade Changes ©2012 Central Desktop
- 41. OK, WHO ELSE HAS A QUESTION? WE’RE HERE TO LEARN, PEOPLE! ©2012 Central Desktop
- 42. Thoughts? Tips? Tricks? COMMUNITY CONVERSATIONS ©2012 Central Desktop
- 43. Continue the Conversation • User Forums • Central Desktop Connections - Linkedin • Twitter #PMwithCD ©2012 Central Desktop
- 44. I WANT TO LEARN EVEN MORE ABOUT PROJECT MANAGEMENT! ©2012 Central Desktop
- 45. Next meeting • Project Management Part 2: Building a Project Management Template Workspace • Have an idea? We’d love to showcase it! ©2012 Central Desktop
- 46. CD Marketing Candi Anita CD Implementation Services Team You, our customers! ©2012 Central Desktop
- 47. Contact us We don’t bite! Client Services 626.689.4420 success@centraldesktop.com Alan Bush 210.767.3101 abush@centraldesktop.com @alanbush Susan Fujiki 626.381.9362 sfujiki@centraldesktop.com @seburrows ©2012 Central Desktop