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.

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