CS Summit #5   Feb 2013
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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.

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 CS Summit #5 Feb 2013 Presentation Transcript

  • Grow to Greatness Fe br uar y 2 8 , 20 13 CS Summit #5Thursday, February 28, 13
  • 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
  • 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 View slide
  • 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 View slide
  • 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
  • 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 Investment • Strategic Management • Team Collaboration and Support • Successful Delivery HiDef, Inc: CS Summit #5Thursday, February 28, 13
  • 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
  • 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
  • Training & Collaboration HiDef, Inc: CS Summit #5Thursday, February 28, 13
  • 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
  • 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
  • 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
  • Leadership Training HiDef, Inc: CS Summit #5Thursday, February 28, 13
  • 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
  • Coursera Review • Class takeaways • Lessons we can to apply towards HiDef • Implementation of lessons HiDef, Inc: CS Summit #5Thursday, February 28, 13
  • 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
  • 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