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5 Keys to A Successful Online Project Management Rollout
 

5 Keys to A Successful Online Project Management Rollout

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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 5 Keys to A Successful Online Project Management Rollout Presentation Transcript

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