Get Connected with Central Desktop - June 2012
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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®. ...

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 Get Connected with Central Desktop - June 2012 Presentation Transcript

    • Get ConnectedProjectManagementJune 5, 2012
    • 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
    • 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
    • Central Desktop Project Management ALL PROJECTS BIG & SMALL©2012 Central Desktop
    • HEY GUYS,I HAVE AQUESTION.©2012 Central Desktop
    • SO,WHAT IF WE’RENOT ALL ON THESAME PAGE?WHAT IFSOMEONEDOESN’T KNOWWHAT A PROJECTIS?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 MAKESSENSE.TELL ME AGAINABOUT HOWTHEY RELATE.LIKE THEDOLLS.©2012 Central Desktop
    • PM Hierarchy©2012 Central Desktop
    • PM Hierarchy Workspace Milestone Milestone Task List Task List Task List Task List Task Task Task Task©2012 Central Desktop
    • GREAT, WE’REON THE SAMEPAGE.NOW WHAT?©2012 Central Desktop
    • Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
    • TYPES OFPROJECTS, HOWTO ORGANIZETHEM, ANDHOW TO REPORTON THEM.GOT IT!©2012 Central Desktop
    • Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
    • WARNING:THEFOLLOWINGSLIDES CONTAINSGENERALIZATIONS©2012 Central Desktop
    • 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
    • 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 WOULDBE COOL IF YOUCOULD SHOW USSOME REAL LIFEEXAMPLES©2012 Central Desktop
    • Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
    • TWO METHODS?TWO TYPES OFPROJECTS?THAT’S NOCOINCIDENCE!©2012 Central Desktop
    • 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
    • Project = Milestone Category Workspace Projects Milestone Milestone Significant Task List Task List Task List Stages Individual Task Task Task Action Items©2012 Central Desktop
    • ANOTHEREXAMPLEWOULD BERAD RIGHTABOUT NOW©2012 Central Desktop
    • Selection • Closet • Choose • Insert Right Pants Leg Right Leg • Insert Left Leg Left Leg©2012 Central Desktop
    • • Pants Get Dressed • Shirt • Shoes • Starbucks Get To Work Commute • Drive to Work • Do My Work Work • Go Home©2012 Central Desktop
    • THAT’S A LOTOFINFORMATIONABOUT YOURPANTS.©2012 Central Desktop
    • Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
    • ©2012 Central Desktop
    • Project ManagementBest 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 ELSEHAS AQUESTION?WE’RE HERE TOLEARN, PEOPLE!©2012 Central Desktop
    • Thoughts? Tips? Tricks? COMMUNITY CONVERSATIONS©2012 Central Desktop
    • Continue the Conversation• User Forums• Central Desktop Connections - Linkedin• Twitter #PMwithCD©2012 Central Desktop
    • I WANT TOLEARN EVENMORE ABOUTPROJECTMANAGEMENT!©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 MarketingCandiAnitaCD ImplementationServices TeamYou, our customers!©2012 Central Desktop
    • 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