Clearvale Tutorials Tutorial 1 Teamwork Work Plan Setup
Introducing “Clearsoft” <ul><li>Clearsoft is a fictitious software company used throughout these tutorials. </li></ul><ul>...
Tutorial episodes <ul><li>Work plan setup. </li></ul><ul><li>Work Plan Tracking and Scoring. </li></ul><ul><li>Quarterly W...
What do I need to do?  <ul><li>I have been tasked to organize Clearsoft’s Annual User Conference </li></ul><ul><ul><li>I a...
What do I need to do?  <ul><li>Initially, the overall tasks I need to create and assign are to: </li></ul><ul><ul><li>Crea...
How can Clearvale help? <ul><li>Clearvale provides a project management tool called Teamwork.  </li></ul><ul><li>With Team...
Planning the project <ul><li>The project will be implemented as follows: </li></ul><ul><ul><li>Project plan name:  User Co...
How to: Create a project plan from community <ul><li>Teamwork is accessible via a community or network home page </li></ul...
How to: Create a project plan from network home page <ul><li>Teamwork is accessible via a community or network home page <...
How to: Create a project plan <ul><li>Provide: </li></ul><ul><ul><li>Plan name. </li></ul></ul><ul><ul><li>Start and end d...
How to: Manage a project plan  <ul><li>The ‘pencil’ icon allows you to change the details you supplied on the previous sli...
How to: Manage a project plan  <ul><li>Before defining tasks and goals you must define some Checkpoints. </li></ul><ul><li...
How to: Create and assign Top Goals, subgoals and tasks <ul><li>In Teamwork you can define three levels of activity </li><...
How to: Create Top Goals <ul><li>As shown on the previous page select to Add top goal </li></ul><ul><ul><li>Give the goal ...
How to: View Top Goals <ul><li>When you have finished defining your top goals you may visualize a summary of the plan from...
How to: View and accept assignments <ul><li>You are Jason Heggs and wish to view and accept the goals assigned to you. </l...
How to: View and accept assignments <ul><li>To accept the goal assigned you will go to the My Objectives tab. </li></ul><u...
How to: Create Subgoals <ul><li>You now wish to break down a top goal into subgoals. </li></ul><ul><li>Select the top goal...
How to: view subgoals <ul><li>From the My Objectives tab you can now see the subgoals and who they are assigned to. </li><...
How to: Create tasks <ul><li>Finally you wish to identify the single tasks involved in achieving a goal. </li></ul><ul><li...
How to: Create tasks <ul><li>Provide an item number (numbering will carry on from the above level). </li></ul><ul><li>Give...
How to: Create tasks <ul><li>Assignee and reviewer have the same meaning as for goals and subgoals. </li></ul><ul><li>Comp...
How to: View project plan summary <ul><li>From the Dashboard it is possible to view a summary of the project plan so far. ...
How to: View project plan summary <ul><li>From the Dashboard it is possible to view a summary of the project plan so far. ...
Next <ul><li>Work plan setup </li></ul><ul><li>Work Plan Tracking and Scoring </li></ul><ul><li>Quarterly Work Plan Perfor...
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Tutorial 1 Teamwork Work Plan Setup

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Tutorial 1 Teamwork Work Plan Setup

  1. 1. Clearvale Tutorials Tutorial 1 Teamwork Work Plan Setup
  2. 2. Introducing “Clearsoft” <ul><li>Clearsoft is a fictitious software company used throughout these tutorials. </li></ul><ul><li>Clearsoft are using Clearvale to create the Clearsoft Connect network to enable it’s employees and customers to communicate more effectively. </li></ul>
  3. 3. Tutorial episodes <ul><li>Work plan setup. </li></ul><ul><li>Work Plan Tracking and Scoring. </li></ul><ul><li>Quarterly Work Plan Performance Evaluation and Bonus Assignment. </li></ul>
  4. 4. What do I need to do? <ul><li>I have been tasked to organize Clearsoft’s Annual User Conference </li></ul><ul><ul><li>I am team leader and need to get other colleagues involved in the organization. </li></ul></ul><ul><li>I need to define a plan, tasks and activities to delegate to the various members of the group who will participate in the organization of the User Conference. </li></ul><ul><li>I need to be able to define </li></ul><ul><ul><li>Tasks </li></ul></ul><ul><ul><li>Deadlines </li></ul></ul><ul><ul><li>Metrics to measure the progress of the activities </li></ul></ul><ul><li>Once the User Conference has been organized and completed I will assign bonuses based on the performances of the people involved. </li></ul>
  5. 5. What do I need to do? <ul><li>Initially, the overall tasks I need to create and assign are to: </li></ul><ul><ul><li>Create a blog to gather feedback from customers regarding subject areas to cover during the User Conference. </li></ul></ul><ul><ul><li>Create a User Conference community and invite those involved in the organization of the User Conference. </li></ul></ul><ul><ul><li>Set up the information infrastructure within the community that will hold all the required documentation. </li></ul></ul>
  6. 6. How can Clearvale help? <ul><li>Clearvale provides a project management tool called Teamwork. </li></ul><ul><li>With Teamwork you can: </li></ul><ul><ul><li>Create project plans. </li></ul></ul><ul><ul><li>Create goals and tasks. </li></ul></ul><ul><ul><li>Assign people to carry out goals and tasks and monitor their progress. </li></ul></ul><ul><ul><li>Create reports . </li></ul></ul>
  7. 7. Planning the project <ul><li>The project will be implemented as follows: </li></ul><ul><ul><li>Project plan name: User Conference </li></ul></ul><ul><ul><li>Major tasks: </li></ul></ul><ul><ul><ul><li>Create a blog that will be active for one month and monitor it. </li></ul></ul></ul><ul><ul><ul><li>Create and set up a Clearsoft User Conference community </li></ul></ul></ul><ul><ul><ul><ul><li>Invite members: they will have one week to register. </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Define page layout of community. </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Define documentation infrastructure. </li></ul></ul></ul></ul><ul><ul><ul><li>Organize User Conference logistics. </li></ul></ul></ul><ul><ul><ul><li>Gather and prepare presentation materials. </li></ul></ul></ul><ul><ul><ul><li>Trial run of User Conference. </li></ul></ul></ul>
  8. 8. How to: Create a project plan from community <ul><li>Teamwork is accessible via a community or network home page </li></ul><ul><ul><li>Go to your community and from the community directory select Teamwork. </li></ul></ul><ul><ul><li>Select to Manage then use the Add button to create your project plan. </li></ul></ul>
  9. 9. How to: Create a project plan from network home page <ul><li>Teamwork is accessible via a community or network home page </li></ul><ul><ul><li>To create and work with Teamwork plans the network administrator will have had to place the Teamwork plans widget on the network home page. </li></ul></ul><ul><ul><li>Locate the widget and select to view all. </li></ul></ul><ul><ul><li>Select the Manage tab then use the Add button to create your project plan. </li></ul></ul>
  10. 10. How to: Create a project plan <ul><li>Provide: </li></ul><ul><ul><li>Plan name. </li></ul></ul><ul><ul><li>Start and end dates. </li></ul></ul><ul><ul><li>State whether the plan is active (you will set it to archived when the end date arrives) </li></ul></ul><ul><ul><ul><li>If plan is archived it will not be usable. </li></ul></ul></ul><ul><ul><li>Share the plan so that other members of the team see and update the project. </li></ul></ul><ul><ul><li>Provide a plan description. </li></ul></ul><ul><ul><li>Save. </li></ul></ul>
  11. 11. How to: Manage a project plan <ul><li>The ‘pencil’ icon allows you to change the details you supplied on the previous slide. </li></ul><ul><li>With the ‘calendar’ icon you can define checkpoints for your project. </li></ul><ul><li>Calendar icon </li></ul><ul><li>The ‘rubbish bin’ icon is for deleting the plan. </li></ul>
  12. 12. How to: Manage a project plan <ul><li>Before defining tasks and goals you must define some Checkpoints. </li></ul><ul><li>The status of the UC project will be checked once a week, every Friday: </li></ul><ul><ul><li>Set recurrence to Fri. </li></ul></ul><ul><ul><li>Leave 1 week(s). </li></ul></ul><ul><ul><li>Generate dates. </li></ul></ul><ul><li>Remove any dates that are not required (eg: 25 December) </li></ul><ul><li>With Additional Dates you may add some more checkpoint dates. </li></ul><ul><li>Save. </li></ul>
  13. 13. How to: Create and assign Top Goals, subgoals and tasks <ul><li>In Teamwork you can define three levels of activity </li></ul><ul><ul><li>Top goals, subgoals and tasks. </li></ul></ul><ul><li>Go to My Objectives and select the Plan you wish to work with. </li></ul><ul><li>From the main area right click with your mouse and select to create the appropriate item </li></ul><ul><ul><li>If the plan is empty you may only create a Top Goal. </li></ul></ul>
  14. 14. How to: Create Top Goals <ul><li>As shown on the previous page select to Add top goal </li></ul><ul><ul><li>Give the goal a number and a name. </li></ul></ul><ul><ul><li>The Assignee is the person in charge of carrying out the top goal. The assignee will have to accept the assignment in order for the activity to commence </li></ul></ul><ul><ul><ul><li>You will see how to do this soon. </li></ul></ul></ul><ul><ul><li>The reviewer will review the progress of the top goal </li></ul></ul><ul><ul><li>You will define start and due dates for this top goal. </li></ul></ul><ul><ul><li>You will assign a priority (the weight in %) to this top goal. </li></ul></ul><ul><ul><li>Save. </li></ul></ul>
  15. 15. How to: View Top Goals <ul><li>When you have finished defining your top goals you may visualize a summary of the plan from the dashboard tab: </li></ul><ul><li>The ones who’s status is accepted are those ‘accepted’ by the assignee. </li></ul><ul><li>The New ones are still to be accepted by the assignee. </li></ul>
  16. 16. How to: View and accept assignments <ul><li>You are Jason Heggs and wish to view and accept the goals assigned to you. </li></ul><ul><li>Open the Teamwork widget and go to the Dashboard tab. Selecting the appropriate plan you will see goals and tasks assigned to you. </li></ul>
  17. 17. How to: View and accept assignments <ul><li>To accept the goal assigned you will go to the My Objectives tab. </li></ul><ul><li>Highlight the goal to accept / decline and right click. </li></ul><ul><li>Select to Accept or Decline the goal. </li></ul><ul><li>The goal will now look like this from the plan administrators point of view. </li></ul>
  18. 18. How to: Create Subgoals <ul><li>You now wish to break down a top goal into subgoals. </li></ul><ul><li>Select the top goal to which you wish to add details from the My Objectives tab. </li></ul><ul><li>Right click and select Add subgoal. </li></ul><ul><li>Provide details as you did for the top goal </li></ul><ul><ul><li>Numbering will commence from the top goal number. </li></ul></ul><ul><li>Save. </li></ul>
  19. 19. How to: view subgoals <ul><li>From the My Objectives tab you can now see the subgoals and who they are assigned to. </li></ul><ul><li>To view goals and tasks assigned to someone else go to the Switch View area and select a different member. </li></ul>
  20. 20. How to: Create tasks <ul><li>Finally you wish to identify the single tasks involved in achieving a goal. </li></ul><ul><li>From My Objectives select the goal or subgoal and right click. </li></ul><ul><li>Select Create Task. </li></ul>
  21. 21. How to: Create tasks <ul><li>Provide an item number (numbering will carry on from the above level). </li></ul><ul><li>Give the task a name. </li></ul><ul><li>Provide a start and due date. </li></ul><ul><li>Weight indicates the level of importance of this activity compared to the others within the same goal or subgoal. </li></ul>
  22. 22. How to: Create tasks <ul><li>Assignee and reviewer have the same meaning as for goals and subgoals. </li></ul><ul><li>Completion date will indicate the date the task is completed (could be different to due date). </li></ul><ul><li>To further refine the details of the task select the + button next to activity and add appropriate descriptions. </li></ul><ul><li>Save </li></ul>
  23. 23. How to: View project plan summary <ul><li>From the Dashboard it is possible to view a summary of the project plan so far. </li></ul><ul><li>This is the view seen by the project plan administrator </li></ul>
  24. 24. How to: View project plan summary <ul><li>From the Dashboard it is possible to view a summary of the project plan so far. </li></ul><ul><li>This is the view seen by a project member </li></ul>
  25. 25. Next <ul><li>Work plan setup </li></ul><ul><li>Work Plan Tracking and Scoring </li></ul><ul><li>Quarterly Work Plan Performance Evaluation and Bonus Assignment </li></ul>

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