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Get ConnectedProjectManagementJune 5, 2012
Who are these people?  Alan Bush                            Susan Fujiki  •      Implementation Team           •   Impleme...
YOU?©2012 Central Desktop
Agenda  •      Discussion topic: Project Management – Big and         Small           •     Theory           •     In-Prod...
What are these calls all about?  •      Vibrant, active user community  •      Conversations           •     Highlight: Ce...
What these calls are NOT•     Not a sales pitch. We won’t try to sell you on      additional services or upgrades.•     No...
“I have a question”  •      If you have a question, ask it         in the question box.  •      I will answer questions af...
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 D...
proj·ect       [n. proj-ekt, -ikt]       Noun       1. something that is contemplated, devised, or          planned; plan;...
proj·ect       [n. proj-ekt, -ikt]       Noun       1. something that is contemplated, devised, or          planned; plan;...
mile·stone       [mīlˌstōn]       Noun       1. A stone set up beside a road to mark the          distance in miles to a p...
mile·stone       [mīlˌstōn]       Noun       1. A stone set up beside a road to mark the          distance in miles to a p...
task       [task, tahsk]       Noun       1. a definite piece of work assigned to, falling          to, or expected of a p...
task       [task, tahsk]       Noun       1. a definite piece of work assigned to, falling          to, or expected of a p...
THAT MAKESSENSE.TELL ME AGAINABOUT HOWTHEY RELATE.LIKE THEDOLLS.©2012 Central Desktop
PM Hierarchy©2012 Central Desktop
PM Hierarchy                                              Workspace                                 Milestone             ...
GREAT, WE’REON THE SAMEPAGE.NOW WHAT?©2012 Central Desktop
Project Management withCentral Desktop•     Big Projects, Little Projects•     Two methods of organizing projects•     Pro...
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•     Pro...
WARNING:THEFOLLOWINGSLIDES CONTAINSGENERALIZATIONS©2012 Central Desktop
Big Project vs Little Project  Big Project                  Little Project  •      Long Timeline         •   Shorter Timel...
Big Project vs Little Project  Big Project  • Single Project Manager  • Multiple Participants  • Granular Task Detail©2012...
Big Project vs Little Project                        Little Project  • Project managed by team  • Less granular task detai...
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•     Pro...
TWO METHODS?TWO TYPES OFPROJECTS?THAT’S NOCOINCIDENCE!©2012 Central Desktop
Project = Workspace                          Project                           Workspace                        Significan...
Project = Milestone                         Category                           Workspace                          Projects...
ANOTHEREXAMPLEWOULD BERAD RIGHTABOUT NOW©2012 Central Desktop
Selection                                              • Closet                                              • Choose     ...
• Pants                                   Get                                 Dressed   • Shirt                           ...
THAT’S A LOTOFINFORMATIONABOUT YOURPANTS.©2012 Central Desktop
Project Management withCentral Desktop•     Big Projects, Little Projects•     Two methods of organizing projects•     Pro...
©2012 Central Desktop
Project ManagementBest Practices•     Know the Tools•     Plan Ahead•     Document Everything•     Use Reports•     Give V...
Also, you should cheat.•     Task List Templates•     Cloning Milestones•     Cloning Workspaces•     Workspace Templates•...
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 Ce...
I WANT TOLEARN EVENMORE ABOUTPROJECTMANAGEMENT!©2012 Central Desktop
Next meeting •      Project Management Part 2: Building a Project        Management Template Workspace •      Have an idea...
CD MarketingCandiAnitaCD ImplementationServices TeamYou, our customers!©2012 Central Desktop
Contact us                        We don’t bite!                        Client Services                        626.689.442...
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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®.

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.

Published in: Technology, Business
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Transcript of "Get Connected with Central Desktop - June 2012"

  1. 1. Get ConnectedProjectManagementJune 5, 2012
  2. 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
  3. 3. YOU?©2012 Central Desktop
  4. 4. Agenda • Discussion topic: Project Management – Big and Small • Theory • In-Product Demos • Best Practices • Q&A • Community conversation©2012 Central Desktop
  5. 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. 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. 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. 8. Central Desktop Project Management ALL PROJECTS BIG & SMALL©2012 Central Desktop
  9. 9. HEY GUYS,I HAVE AQUESTION.©2012 Central Desktop
  10. 10. SO,WHAT IF WE’RENOT ALL ON THESAME PAGE?WHAT IFSOMEONEDOESN’T KNOWWHAT A PROJECTIS?I’M ASKING FOR A FRIEND.©2012 Central Desktop
  11. 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. 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. 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. 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. 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. 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. 17. THAT MAKESSENSE.TELL ME AGAINABOUT HOWTHEY RELATE.LIKE THEDOLLS.©2012 Central Desktop
  18. 18. PM Hierarchy©2012 Central Desktop
  19. 19. PM Hierarchy Workspace Milestone Milestone Task List Task List Task List Task List Task Task Task Task©2012 Central Desktop
  20. 20. GREAT, WE’REON THE SAMEPAGE.NOW WHAT?©2012 Central Desktop
  21. 21. Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
  22. 22. TYPES OFPROJECTS, HOWTO ORGANIZETHEM, ANDHOW TO REPORTON THEM.GOT IT!©2012 Central Desktop
  23. 23. Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
  24. 24. WARNING:THEFOLLOWINGSLIDES CONTAINSGENERALIZATIONS©2012 Central Desktop
  25. 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. 26. Big Project vs Little Project Big Project • Single Project Manager • Multiple Participants • Granular Task Detail©2012 Central Desktop
  27. 27. Big Project vs Little Project Little Project • Project managed by team • Less granular task detail • Use as a checklist©2012 Central Desktop
  28. 28. I THINK IT WOULDBE COOL IF YOUCOULD SHOW USSOME REAL LIFEEXAMPLES©2012 Central Desktop
  29. 29. Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
  30. 30. TWO METHODS?TWO TYPES OFPROJECTS?THAT’S NOCOINCIDENCE!©2012 Central Desktop
  31. 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. 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. 33. ANOTHEREXAMPLEWOULD BERAD RIGHTABOUT NOW©2012 Central Desktop
  34. 34. Selection • Closet • Choose • Insert Right Pants Leg Right Leg • Insert Left Leg Left Leg©2012 Central Desktop
  35. 35. • Pants Get Dressed • Shirt • Shoes • Starbucks Get To Work Commute • Drive to Work • Do My Work Work • Go Home©2012 Central Desktop
  36. 36. THAT’S A LOTOFINFORMATIONABOUT YOURPANTS.©2012 Central Desktop
  37. 37. Project Management withCentral Desktop• Big Projects, Little Projects• Two methods of organizing projects• Project Management Reporting©2012 Central Desktop
  38. 38. ©2012 Central Desktop
  39. 39. Project ManagementBest Practices• Know the Tools• Plan Ahead• Document Everything• Use Reports• Give Visibility, Not Assignments• Archive It©2012 Central Desktop
  40. 40. Also, you should cheat.• Task List Templates• Cloning Milestones• Cloning Workspaces• Workspace Templates• Cascade Changes©2012 Central Desktop
  41. 41. OK, WHO ELSEHAS AQUESTION?WE’RE HERE TOLEARN, PEOPLE!©2012 Central Desktop
  42. 42. Thoughts? Tips? Tricks? COMMUNITY CONVERSATIONS©2012 Central Desktop
  43. 43. Continue the Conversation• User Forums• Central Desktop Connections - Linkedin• Twitter #PMwithCD©2012 Central Desktop
  44. 44. I WANT TOLEARN EVENMORE ABOUTPROJECTMANAGEMENT!©2012 Central Desktop
  45. 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. 46. CD MarketingCandiAnitaCD ImplementationServices TeamYou, our customers!©2012 Central Desktop
  47. 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
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