Tutorial 2 Teamwork Work Plan Tracking

  • 505 views
Uploaded on

 

  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
505
On Slideshare
0
From Embeds
0
Number of Embeds
0

Actions

Shares
Downloads
0
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. Clearvale Tutorials Tutorial 2 Teamwork Work Plan Tracking
  • 2. Tutorial episodes
    • Work plan setup.
    • Work Plan Tracking.
    • Quarterly Work Plan Performance Evaluation and Bonus Assignment.
  • 3. What do I need to do?
    • I have already created a project Plan using Teamwork to plan and monitor the activities involved in organizing Clearsoft’s User Conference.
    • The organization is in progress and I, as the project manager, need to monitor the progress of the activities and identify any possible bottleneck and issues.
    • In the project set up I decided that I would check progress on a weekly basis every Friday.
    • For the sake of the exercise I will monitor the progress of tasks assigned to other members of the team.
  • 4. What do I need to do ?
    • I will check the progress of the following tasks assigned to the Top Goal: Gather and prepare presentation materials
      • Gather roadmap materials
        • Assigned to and accepted by Jason Heggs
      • Gather customer success stories
        • Assigned to and accepted by Andrea New
    • The first checkpoint is relative to 20 th November
  • 5.
    • Clearvale’s Teamwork tool has been used to set up the project for the organization of the Clearsoft User Conference and to coordinate the team involved in the organization.
      • Weekly checkpoints have been defined to monitor progress.
    • Activities (called Goals and Tasks) have been defined and assigned to members of the team.
    • Goals are generally made up of a series of Tasks which can be monitored in terms of progress.
      • Each goal has a Completion rate (in terms of %)
    • At each checkpoint date it is possible to see how much progress has been made (the Actual progress) with respect to what the planned progress should be (the Target progress).
      • Based on the progress of the tasks the Completion rate of the Goal(s) above will be updated accordingly.
    How can Clearvale help ?
  • 6. How to: view task details
    • In the list of Goals and Tasks we can see that Jason and Andrea have accepted to perform the tasks assigned to them.
    • By double-clicking on each Task line (or by right-clicking and selecting Edit Task) each member will see the details of each task (see following slide).
  • 7. How to: view task details
    • Weight is the importance of this task.
    • F & T are the planned start and end dates for the task.
    • The bottom part of the screen shows the checkpoints defined when the Plan was created.
    • For each checkpoint date you can define the Plan (targeted) Complete Ratio and the Actual Complete Ratio.
  • 8. How to: manage task progress
    • Sign into the Clearsoft network as Jason Heggs and access Teamwork via
      • The home page OR
      • The appropriate community.
    • Once in Teamwork go to My Objectives and view the Task details as mentioned before.
  • 9. How to: manage task progress
    • The dates for this activity are from 18 th November to 30 th November as shown in the From .. To fields.
    • In the bottom part of the Task detail screen Jason will move the arrow to indicate the % of the task he would like to have reached when that checkpoint date arrives (the Plan Complete Ratio).
    • In this example he plans to complete the task by 27 th November .
  • 10. How to: manage task progress
    • By the end of the week terminating in 20 th November Jason has completed 25 % of the Task.
    • To show this he will move the arrow to 25% on the Actual Complete Ratio bar.
  • 11. How to: manage task progress
    • Andrea has also been managing her progress chart for the task assigned to her
      • Her task starts 18 th November and ends 18 th December
      • Each week she plans to get 25% of the Task completed. One week she will be on vacation so she will not make any progress. However she plans to finish before the Due date.
      • The progress chart looks like this:
  • 12. How to: Check for overall progress
    • You, as project manager , now wish to check progress on the checkpoint date (20 th November).
    • You open your Teamwork Plan and go to My Objectives.
    • You will see a summary of all the Goals and Task.
    • The ones you are interested in for now are numbered 4, 4.1 and 4.2.
  • 13. How to: Check for overall progress
    • From the list of Goals and Tasks, double-click on the Goal to see the % Completion of the overall Goal
    • In this case and at this checkpoint date it is 25%.
  • 14. How to: Check for overall progress
    • To see more detail about progress click on the bar on the far right-hand side.
  • 15. How to: Check for overall progress
    • You see from here that Gathering customer success stories is a Task that is going well.
    • The Gather road map materials task is, however, not on schedule.
    • With this information you can intervene to resolve the problem.
  • 16. How to: Complete a task
    • To specify that a task is completed, start by editing the details of the task.
    • Highlight the task line and double-click or right-click and select Edit Task.
      • Only the Task Assignee can specify the Task is Complete.
    • There are two ways to set a set a Task as completed:
      • By setting the completion date in the top part of the details screen.
      • By setting the Complete button in the bottom part of the screen.
  • 17. How to: Complete a task
    • By setting the completion date the target and actual ratios are not affected
  • 18. How to: Complete a task
    • By selecting the Complete button the Actual Complete Ratio is set to 100%
    • The date is set to the current date.
    • The Task is considered closed.
  • 19. Next
    • Work plan setup
    • Work Plan Tracking
    • Quarterly Work Plan Performance Evaluation and Bonus Assignment