Grow to Greatness                            Fe br uar y 2 8 , 20 13                              CS Summit #5Thursday, Fe...
Summit Goals                            re vie w of t he a g en d a & g oa l s   HiDef, Inc: CS Summit #5Thursday, Februar...
CS Team Goals               •    Evaluate our strengths and weaknesses               •    Optimize and streamline processe...
Thursday Agenda               10:00 - 12:00 - CS Team Review: Focus, Client Score Card, CS Processes               12:00 -...
Friday Agenda               08:00 - 12:00 - Leadership Training: HiDef Job Description, Informal               Coursera Cl...
CS Team Review   HiDef, Inc: CS Summit #5Thursday, February 28, 13
CS Focus      As a premiere client services firm our focus      should be on:      •    Partner Relations      •    Project...
Client Score Card      Review our current scores and identify:      •    What are we doing well?      •    Where can we im...
CS Processes      Let’s evaluate what works, what doesn’t work,      and what can be improved.      •    Resourcing Projec...
Training & Collaboration   HiDef, Inc: CS Summit #5Thursday, February 28, 13
Optimizations      Recommended Optimizations      •    Create Templates for creating tickets,           planning meetings,...
Tool Sharing & Training      •    JIRA:           •    Ticket formatting and updating           •    Scrum vs. Kanban boar...
Project Best Practices      •    Partner transparency and tool access      •    Managing schedules across teams      •    ...
Leadership Training   HiDef, Inc: CS Summit #5Thursday, February 28, 13
HiDef Job Description         •     Share your job description         •     What are your strengths and weaknesses?      ...
Coursera Review      •    Class takeaways      •    Lessons we can to apply towards HiDef      •    Implementation of less...
Q2 2013 Goals      Use the following as guidelines for setting new      team SMART goals:      •    Client scores and benc...
Many thanks!                            Thanks for being such a great                            team. Your knowledge, you...
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CS Summit #5 Feb 2013

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The HiDef Client Services Team, now the Partner Solutions Team gathers for summits each year to collaborate on process improvements and leadership development.

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CS Summit #5 Feb 2013

  1. 1. Grow to Greatness Fe br uar y 2 8 , 20 13 CS Summit #5Thursday, February 28, 13
  2. 2. Summit Goals re vie w of t he a g en d a & g oa l s HiDef, Inc: CS Summit #5Thursday, February 28, 13
  3. 3. CS Team Goals • Evaluate our strengths and weaknesses • Optimize and streamline processes • Improve the use of our tools • Grow closer as a team • Build our leadership and management skills • Find ways to better serve HiDef • Identify attainable goals for Q2 2013 HiDef, Inc: CS Summit #5Thursday, February 28, 13
  4. 4. Thursday Agenda 10:00 - 12:00 - CS Team Review: Focus, Client Score Card, CS Processes 12:00 - 02:00 - Team Lunch, Project Checkins, Valid Eval Kickoff 02:00 - 05:00 - Hands-On Training and Collaboration: Optimizations, Tool Sharing and Training, Project Best Practices 05:30 - 08:00 - Team Dinner and Activity HiDef, Inc: CS Summit #5Thursday, February 28, 13
  5. 5. Friday Agenda 08:00 - 12:00 - Leadership Training: HiDef Job Description, Informal Coursera Class Review, and Setting New Team Goals 12:00 - 01:00 - Team Lunch Afternoon - Travel HiDef, Inc: CS Summit #5Thursday, February 28, 13
  6. 6. CS Team Review HiDef, Inc: CS Summit #5Thursday, February 28, 13
  7. 7. CS Focus As a premiere client services firm our focus should be on: • Partner Relations • Project Investment • Strategic Management • Team Collaboration and Support • Successful Delivery HiDef, Inc: CS Summit #5Thursday, February 28, 13
  8. 8. Client Score Card Review our current scores and identify: • What are we doing well? • Where can we improve? • Where should we set our benchmarks? • What are our goals and why? HiDef, Inc: CS Summit #5Thursday, February 28, 13
  9. 9. CS Processes Let’s evaluate what works, what doesn’t work, and what can be improved. • Resourcing Projects (biz dev pipeline) • New/Existing Project Handoff • PM: client-side vs. team-side • Scheduling: Regular vs. Impromptu • Organization: Scrum vs. Kanban • QA 2.0 Review • Release Management HiDef, Inc: CS Summit #5Thursday, February 28, 13
  10. 10. Training & Collaboration HiDef, Inc: CS Summit #5Thursday, February 28, 13
  11. 11. Optimizations Recommended Optimizations • Create Templates for creating tickets, planning meetings, release plans, resourcing and scoping work, scheduling, etc. • Reduce Duplication • Merge and Integrate Tools HiDef, Inc: CS Summit #5Thursday, February 28, 13
  12. 12. Tool Sharing & Training • JIRA: • Ticket formatting and updating • Scrum vs. Kanban boards • Dashboards • Tick: • Budgeting and Reporting • Resourcing • Skype • Mail • Google Docs and Dropbox HiDef, Inc: CS Summit #5Thursday, February 28, 13
  13. 13. Project Best Practices • Partner transparency and tool access • Managing schedules across teams • Resourcing and scoping work • Partner testing and approval process • Communication: Email, Skype, GotoMeeting, Join.me, other conference calling tools. HiDef, Inc: CS Summit #5Thursday, February 28, 13
  14. 14. Leadership Training HiDef, Inc: CS Summit #5Thursday, February 28, 13
  15. 15. HiDef Job Description • Share your job description • What are your strengths and weaknesses? • Where should you focus your efforts? HiDef, Inc: CS Summit #5Thursday, February 28, 13
  16. 16. Coursera Review • Class takeaways • Lessons we can to apply towards HiDef • Implementation of lessons HiDef, Inc: CS Summit #5Thursday, February 28, 13
  17. 17. Q2 2013 Goals Use the following as guidelines for setting new team SMART goals: • Client scores and benchmarks • Identified process improvements • Tool barriers to overcome • Sales goals for HiDef growth • Team growth goals HiDef, Inc: CS Summit #5Thursday, February 28, 13
  18. 18. Many thanks! Thanks for being such a great team. Your knowledge, your skills, and your overall talent helps make HiDef awesome! Catalysts for a better world.Thursday, February 28, 13

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