5 Keys to A Successful Online Project Management Rollout
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5 Keys to A Successful Online Project Management Rollout



A guide geared for managers to assist with the process of rolling out LiquidPlanner online project management software to their team.

A guide geared for managers to assist with the process of rolling out LiquidPlanner online project management software to their team.



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5 Keys to A Successful Online Project Management Rollout Presentation Transcript

  • 1. 5 Keys to A SuccessfulOnline Project Management SoftwareRollout
  • 2. Managing the changes involved in deploying a new online project management system can be a challenge.
  • 3. You need a plan.
  • 4. 5 Keys To Rolling OutLiquidPlanner to Your Team
  • 5. #1. Identify aLiquidPlanner “guru.”
  • 6. A LiquidPlanner guru should…
  • 7. Show other team members the way and bewilling to help out.
  • 8. Make sure they’ve attended a basicLiquidPlanner training session…
  • 9. …or watched the LiquidPlanner training videoseries.
  • 10. Don’t know who the LiquidPlanner guru is? It’sprobably you!
  • 11. #2. Develop a soundWe’re here to support you! plan structure.
  • 12. Architect your LiquidPlanner workspaceto reflect your team’s current workflow.
  • 13. Define:• Your project deliverables• Who your clients/stakeholders are• How you’ll use Packages within your plan structure
  • 14. Schedule a Workspace Review with your supportmanager to make sure your plan structure isoptimized to meet your planning needs.
  • 15. #3. Define user groups.
  • 16. Not every team member will need to perform the same functions in your project workspace.
  • 17. Define up front who should performdifferent actions in the workspace.
  • 18. You may want to consider breaking yourteam into separate user groups.For instance…
  • 19. Management: This group makes workspace-levelpriority decisions, monitors analytics, andhas access to confidential timesheet and rate sheet information.
  • 20. Project Managers: This group creates new projectstructure, assigns & prioritizes tasks, and manages project risk.
  • 21. Individual Contributors:This group estimates their tasks, logs progress to them, and creates new tasks.
  • 22. Decide if you’ll need formal business rulesto support these user roles.
  • 23. #4. Craft yourimplementation plan.
  • 24. The way you roll out LiquidPlanner toyour team sets the stage for adoption.
  • 25. Present the initiative to usePresent the initiative to use LiquidPlanner to your teamthrough a kick-off meeting or an introductory email: LiquidPlanner to your team• Consider the tone of the message through a kick-off meeting or• Decide upfront if using LiquidPlanner will be mandatory oroptional an introductory email.
  • 26. Consider the tone of the message.
  • 27. Decide up front if using LiquidPlanner willbe mandatory or optional.
  • 28. Determine if you will take a phasedrollout approach or if everyone will comeon board at once.
  • 29. In a phased approach, choose asmall group to be part of the first implementation group.
  • 30. This group is usually comprised of projectmanagers and early adopters who will help seewhere the plan structure and process can beoptimized.
  • 31. Note potential points of confusion for thesubsequent implementation groups and be sureto address them proactively.
  • 32. Determine if you will train your team membersor if you will have your LiquidPlanner supportmanager train your team.
  • 33. Consider creating a “cheat sheet” list ofinstructions on how to perform basic actions inthe tool.
  • 34. #5. Set expectations for daily life.
  • 35. When using LiquidPlanner, the daily experienceand time commitment will be different for eachperson.
  • 36. Communicate how you expect your team willuse LiquidPlanner on a day-to-day basis.Reinforce these expectations in team meetings,email communication, and one-on-oneconversations.
  • 37. Questions? support@liquidplanner.com Stay Connected @liquidplannerhttp://www.facebook.com/liquidplanner http://www.liquidplanner.com/blog