1. SaaS Portfolio
Jonathan Allmen
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2. Table of Contents
Sample Portfolio
Clients
Dashboards
Timeline
Visualization
Resource Management
Project Plan
Project Calculators
Work Breakdown
Documentation
Brainstorming
Methodologies
Influence
Relationships
Tools, People, Process
Motivation vs. Demotivation
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3. Clients
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4. Dashboard – Example 1
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5. Dashboard – Example 2
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6. Timeline
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7. Visualization – Example 1
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8. Visualization – Example 2
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9. Visualization – Example 3
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10. Visualization – Example 4
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11. Resource Management
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12. Project Plan with Critical Path
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13. Critical Path Date Calculator
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14. Business Process Estimation Calculator
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15. Operations Model Calculator
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16. Work Breakdown
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17. ITIL & PMI Documentation Structure Samples
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18. Brainstorming Session
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19. Methodologies
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20. Influence
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Ways to Influence
• RECIPROCITY: Ask for more then you need and then negotiate a lower
requirement acceptable to the other party.
• LINKING: Proximity is important – get closer to the other party,
attend one on one’s and use the phone instead of email.
• COMMITMENT: Have voluntary sign-ups for tasks. Also involve team
members in project plan drafts.
• SOCIAL PROOF: Mimic the behavior of others. Try to gain someone’s
agreement and then ask them to state their opinion in a
meeting, as this is a form of social proof.

21. Relationships
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22. Tools, People, Process
& Projects, Programs, Portfolio
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23. Motivation vs. Demotivation Factors
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Motivation Factors
• Select Wisely
• Manage meaning
• Communicate significance
• Engender interdependence
• Control resource availability
• Projectize: have a clear start
and end
Demotivation Factors
• Exclusion from decision making
• Inconsistency
• Excessive monitoring
• Focus on tasks, not goals
• Unqualified evaluation
• Misaligned external motivators
• Artificial deadlines
• Organizational disinterest
• Team without skills