Get Connected Project Management June 5, 2012
Get Connected with Central Desktop - June 2012
Nov 01, 2014
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.
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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Transcript
Get Connected Project
Management
June 5, 2012
©2012 Central Desktop
Who are these people?
Alan Bush
• Implementation Team
• Central Desktop
• Former Central Desktop user
Susan Fujiki
• Implementation Team
• Central Desktop
• CD’s first Aussie employee
©2012 Central Desktop
YOU?
©2012 Central Desktop
Agenda
• Discussion topic: Project Management – Big and Small
• Theory
• In-Product Demos
• Best Practices
• Q&A
• Community conversation
©2012 Central Desktop
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
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
“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
ALL PROJECTS BIG & SMALL
Central Desktop Project Management
©2012 Central Desktop
HEY GUYS,
I HAVE A
QUESTION.
©2012 Central Desktop
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
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
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
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
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
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
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
THAT MAKES
SENSE.
TELL ME AGAIN
ABOUT HOW
THEY RELATE.
LIKE THE
DOLLS.
©2012 Central Desktop
PM Hierarchy
©2012 Central Desktop
Workspace
Milestone
Task List
Task
Task List
Task
Milestone
Task List
Task
PM Hierarchy
Task List
Task
©2012 Central Desktop
GREAT, WE’RE
ON THE SAME
PAGE.
NOW WHAT?
©2012 Central Desktop
Project Management with
Central Desktop
• Big Projects, Little Projects
• Two methods of organizing projects
• Project Management Reporting
©2012 Central Desktop
TYPES OF
PROJECTS, HOW
TO ORGANIZE
THEM, AND
HOW TO REPORT
ON THEM.
GOT IT!
©2012 Central Desktop
Project Management with
Central Desktop
• Big Projects, Little Projects
• Two methods of organizing projects
• Project Management Reporting
©2012 Central Desktop
WARNING:
THE
FOLLOWING
SLIDES CONTAINS
GENERALIZATIONS
©2012 Central Desktop
Big Project vs Little Project
Big Project
• Long Timeline
• Stakeholders Across Departments or Companies
• Pre-Defined Process
• Repeatable
Little Project
• Shorter Timeline
• Limited Stakeholders
• One-off
• Not tied to other projects
©2012 Central Desktop
Big Project vs Little Project
Big Project
• Single Project Manager
• Multiple Participants
• Granular Task Detail
©2012 Central Desktop
Big Project vs Little Project
Little Project
• Project managed by team
• Less granular task detail
• Use as a checklist
©2012 Central Desktop
I THINK IT WOULD
BE COOL IF YOU
COULD SHOW US
SOME REAL LIFE
EXAMPLES
©2012 Central Desktop
Project Management with
Central Desktop
• Big Projects, Little Projects
• Two methods of organizing projects
• Project Management Reporting
©2012 Central Desktop
TWO METHODS?
TWO TYPES OF
PROJECTS?
THAT’S NO
COINCIDENCE!
©2012 Central Desktop
Individual Action Items
Grouped Tasks
Significant Stages
Project Workspace
Milestone
Task List
Task
Task List
Task
Milestone
Task List
Task
Project = Workspace
©2012 Central Desktop
Individual Action Items
Significant Stages
Projects
Category Workspace
Milestone
Task List
Task
Task List
Task
Milestone
Task List
Task
Project = Milestone
©2012 Central Desktop
ANOTHER
EXAMPLE
WOULD BE
RAD RIGHT
ABOUT NOW
©2012 Central Desktop
Selection • Closet
• Choose
Right Leg
• Insert Right Leg
Left Leg
• Insert Left Leg
Pants
©2012 Central Desktop
Get Dressed
• Pants
• Shirt
• Shoes
Commute
• Starbucks
• Drive to Work
Work
• Do My Work
• Go Home
Get To
Work
©2012 Central Desktop
THAT’S A LOT
OF
INFORMATION
ABOUT YOUR
PANTS.
©2012 Central Desktop
Project Management with
Central Desktop
• Big Projects, Little Projects
• Two methods of organizing projects
• Project Management Reporting
©2012 Central Desktop
©2012 Central Desktop
Project Management
Best Practices
• Know the Tools
• Plan Ahead
• Document Everything
• Use Reports
• Give Visibility, Not Assignments
• Archive It
©2012 Central Desktop
Also, you should cheat.
• Task List Templates
• Cloning Milestones
• Cloning Workspaces
• Workspace Templates
• Cascade Changes
©2012 Central Desktop
OK, WHO ELSE
HAS A
QUESTION?
WE’RE HERE TO
LEARN, PEOPLE!
©2012 Central Desktop
COMMUNITY
CONVERSATIONS
Thoughts?
Tips?
Tricks?
©2012 Central Desktop
Continue the Conversation
• User Forums
• Central Desktop Connections - Linkedin
• Twitter #PMwithCD
©2012 Central Desktop
I WANT TO
LEARN EVEN
MORE ABOUT
PROJECT
MANAGEMENT!
©2012 Central Desktop
Next meeting
• Project Management Part 2: Building a Project Management Template Workspace
• Have an idea? We’d love to showcase it!
©2012 Central Desktop
CD Marketing Candi
Anita
CD Implementation
Services Team
You, our customers!
©2012 Central Desktop
Contact us
Client Services 626.689.4420
Alan Bush 210.767.3101
@alanbush
Susan Fujiki 626.381.9362
@seburrows
We don’t bite!
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