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.

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5 Keys to A Successful Online Project Management Rollout

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

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