The document discusses team building efforts at the Land & Properties department in Medicine Hat. The department manages city-owned lands to generate income and support council objectives. Their team of five professionals has participated in various workshops and off-sites since 2009 to build their skills and shared vision. Most recently in 2013, they conducted an online survey to evaluate their progress in areas like trust, goals, and commitment. Based on the results, they prioritized actions to strengthen the team like documenting meeting notes and highlighting their business model. Their successes demonstrate effective management of city lands.
2016 Winners Announced in WfMC Global Awards for Excellence in Case Management. These awards are designed to highlight and showcase the best examples of technology and business practice to support knowledge workers.
Learn more at http://adaptivecasemanagement.org/
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...Heller Consulting
Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end.
Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met.
In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization.
Key Takeaways:
- Live demo of case management in Salesforce
- Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality
- Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component
- We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs
You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization.
Starting a CRM Project? Did you know that between 30% and 60% of CRM projects are destined for failure? If you've ever been a part of a CRM project before, you know what I mean. Learn the latest statistics on CRM failure and the counter-intuitive path to a profitable CRM project.
Once upon a time… integration was all about ESB’s, EAI and B2B. Today, many companies wish to integrate beyond firewalls, and typically with SaaS. Hence the uprise of API based integration, using lightweight protocols. The evolution is a fact; so now what is the current state of the Azure Integration Platform?
Glenn dives into its architecture and explains Logic Apps and the Enterprise Integration Pack. Learn to create basic IFTTT (If This Then That) scenarios, or why not: think bigger and create enterprise-level, hybrid integration scenarios using Logic Apps and on premises LOB apps. 'How does it work', 'How is it Made' and 'How does it all fit together’? Just a couple of questions you will find the answer to.
The frameworks of Agile and lean, specifically ScrumXP and Kanban with the emphasis on planning, collaboration, teamwork, and frequent releases, provide a vehicle for application in life activities beyond the business world. Limited research has explored the areas in which ScrumXP and Kanban can contribute the same level of success experienced in business activities to life projects. An example of a life project is building a tree house for our children. The emphasis of this paper is to illuminate the experiences of 13 agility practitioners in Southern California and the application of ScrumXP and Kanban in life projects. Data for the research was gathered through interviews with 13 agile practitioners. Permission was requested and granted from the participants. Purposeful sampling enabled the intentional selection of individuals that would provide the most information under investigation. The participants identified several life projects that were applicable for ScrumXP and Kanban. Positive experiences and results from the participants were captured and analyzed. The seven emergent themes were (a) applied to schools and academic environments, (b) planned family vacations and holidays, (c) organized kids’ school work and activities, (d) improved family relationships, (e) improved home projects and chores, (f) transformed my life, leadership, and career skills, and (h) learned to do things at a sustainable pace.
Keywords—Scrum, XP, lean, Kanban, agile, agility, transparency, inspect, adapt, commitment, innovation, empiricism
Understand the training process from needs assessment through evaluation.
Demonstrate mastery by designing, conducting and evaluating a training project for an organization.
Bryan Berger on Distraction Free Design Sprints at Design Driven NYCBryan Berger
I lead a team of 5 Product Designers. We build platforms and solutions for online and in-person learning experiences.
I talk about wow we paused all work for 2 weeks across all teams to get back to the basics.
Why we needed to do it, what we did, and what we learned as a design team.
2016 Winners Announced in WfMC Global Awards for Excellence in Case Management. These awards are designed to highlight and showcase the best examples of technology and business practice to support knowledge workers.
Learn more at http://adaptivecasemanagement.org/
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...Heller Consulting
Case management can be used as a specific term, but in the most basic sense it simply describes a process: information comes into a system, it gets processed in some way, and then something happens as a result. This simple process can be used and extended in a variety of ways to help a nonprofit organization deliver its mission and achieve its goals. From internal help desk tickets and support issues to managing customer requests or even grant applications, case management techniques and processes can streamline interactions between constituents and staff to provide a smooth and trackable experience from beginning to end.
Join us July 26 for this in-depth webinar where we will show how the Canadian Cancer Society in Saskatchewan utilized the case management functionality of Salesforce in their multi-channels engagement center to manage calls, emails, social connections, fundraising coaching and more. We’ll also discuss how they utilized cases in their financial assistance program and to provide an effective and efficient way to manage one of the more complex and time-consuming processes in their program. The Society was able to leverage the power of cases to enable and track service delivery and ensure the goals of the program were being met.
In this webinar, Salesforce.org, the Canadian Cancer Society in Saskatchewan and Heller Consulting show what’s possible with case management in Salesforce. At the end, you’ll walk away with new ideas on how to leverage this functionality for your own organization.
Key Takeaways:
- Live demo of case management in Salesforce
- Learn how the Canadian Cancer Society built one of its cancer support programs by leveraging case management functionality
- Learn how the Society implemented a multi-channel engagement centre with cases as a key solution component
- We’ll share tips and best practices on case management and how you can increase the effectiveness of your programs
You can also receive Supporting a Strategy with Salesforce Cases, a detailed look at how to utilize the power of Salesforce Cases in a variety of ways across an organization.
Starting a CRM Project? Did you know that between 30% and 60% of CRM projects are destined for failure? If you've ever been a part of a CRM project before, you know what I mean. Learn the latest statistics on CRM failure and the counter-intuitive path to a profitable CRM project.
Once upon a time… integration was all about ESB’s, EAI and B2B. Today, many companies wish to integrate beyond firewalls, and typically with SaaS. Hence the uprise of API based integration, using lightweight protocols. The evolution is a fact; so now what is the current state of the Azure Integration Platform?
Glenn dives into its architecture and explains Logic Apps and the Enterprise Integration Pack. Learn to create basic IFTTT (If This Then That) scenarios, or why not: think bigger and create enterprise-level, hybrid integration scenarios using Logic Apps and on premises LOB apps. 'How does it work', 'How is it Made' and 'How does it all fit together’? Just a couple of questions you will find the answer to.
The frameworks of Agile and lean, specifically ScrumXP and Kanban with the emphasis on planning, collaboration, teamwork, and frequent releases, provide a vehicle for application in life activities beyond the business world. Limited research has explored the areas in which ScrumXP and Kanban can contribute the same level of success experienced in business activities to life projects. An example of a life project is building a tree house for our children. The emphasis of this paper is to illuminate the experiences of 13 agility practitioners in Southern California and the application of ScrumXP and Kanban in life projects. Data for the research was gathered through interviews with 13 agile practitioners. Permission was requested and granted from the participants. Purposeful sampling enabled the intentional selection of individuals that would provide the most information under investigation. The participants identified several life projects that were applicable for ScrumXP and Kanban. Positive experiences and results from the participants were captured and analyzed. The seven emergent themes were (a) applied to schools and academic environments, (b) planned family vacations and holidays, (c) organized kids’ school work and activities, (d) improved family relationships, (e) improved home projects and chores, (f) transformed my life, leadership, and career skills, and (h) learned to do things at a sustainable pace.
Keywords—Scrum, XP, lean, Kanban, agile, agility, transparency, inspect, adapt, commitment, innovation, empiricism
Understand the training process from needs assessment through evaluation.
Demonstrate mastery by designing, conducting and evaluating a training project for an organization.
Bryan Berger on Distraction Free Design Sprints at Design Driven NYCBryan Berger
I lead a team of 5 Product Designers. We build platforms and solutions for online and in-person learning experiences.
I talk about wow we paused all work for 2 weeks across all teams to get back to the basics.
Why we needed to do it, what we did, and what we learned as a design team.
Time to Level Up! Learn the Eight Strategic Steps Your Company Needs to Shift...UCICove
Start the year off right by learning the eight strategic steps you need to take your company from the middle of the pack to the top of the pyramid. Companies often struggle with developing and implementing strategies that lead to dramatic performance improvements. This Lunch & Learn will reveal the key steps your company needs to take in 2019 to reach that next level of growth and profitability.
In this highly interactive session, guests will learn:
- How to make the “right” first, and most critical, step to executing your new strategy in the new year
- How to focus resources for targeted wins vs. a “boil the ocean” approach
- How to examine real alternatives vs. being hijacked by preconceived biases
- How to eliminate bureaucracy and create a “micro-enterprise” mindset
Similar to Reflections on Team Building at Land 2013 Jul 31 (20)
Sustainable development, also known as global corporate citizenship and eco-efficiency, is the ultimate leadership challenge in the world today (World Economic Forum, 2006; Engel, 2008). There is nothing more pressing or more urgent. Our world is in trouble with environmental crisis, social crisis, energy crisis, and economic crisis. Therefore, we need leaders at every level of our societies and organizations to answer the ultimate call to action: to save the planet, its people, and their profits. This is the calling of the leader in sustainable development. After all, business cannot survive in a world and society that fails (d’Humières, 2005, pp. XI-XVI).
Win-win negotiation as it applies to the world of project management and business analyses is explored. This presentation includes tools for PM and BA practitioners.
Sustainable Development: The Ultimate Leadership Challenge
Reflections on Team Building at Land 2013 Jul 31
1. Reflections
on
Team
Building
at
Land
&
Properties
July
31,
2013
Land & Properties is the City of Medicine Hat department that manages, identifies, plans,
designs, builds and markets residential, commercial and industrial subdivisions of City-owned
lands to generate income and leverage Council objectives. The department delivers superior
public service by maximizing value creation: the sum total of economic return, social benefits
and environmental protection to support Council’s vision as a community of choice. The Land &
Properties Team is comprised of five multi-disciplinary professionals, whose shared vision is to
be a learning team that adds value by combining and sharing its values and strengths to build
sustainable communities.
Since January 2009, the Land & Properties team has had three one-day off-sites:
1. Building on our strengths and developing a shared vision (2009).
2. Personal and shared values and moving forward (2010).
3. Identify individual and team Work Style Pattern (2010).
The first two were very successful. The second was successful at identifying individual Work
Style Patterns, but team members were not able to agree on a team profile.
In addition, the entire team participated in a three-day project management workshop and a two-
day conflict resolution and negotiation workshop in 2009. These sessions were facilitated by the
team leader. Through a partnership with Human Resources, other City employees also
participated in the workshops.
The team later engaged in co-creating:
• Organizational Leadership Project (OLP) as an Action Learning Team (ALT) (2010-
2011).
• Land & Properties Business Plan and Budget (2012-2014).
• Land & Properties Business Model (2012-2013).
In addition to weekly meetings, specific initiatives where the whole team has been engaged
include:
• Ranchlands/Riverwalk visioning.
• Cancarb/Eco Lands visioning.
• Sourthlands 6 Park visioning.
• Airport Land Development visioning.
2. Team members completed, and shared with each other, the results of the following instruments:
• Clifton StrengthsFinder (top five strengths).
• Thomas Killman Instrument (conflict style).
• Parker Team Profile.
• Work Style Pattern.
• DISC: Dominance/Directness, Influencing, Steadiness, Compliance.
In 2013, the team decided to move to the next level (L&P Team 2.0 so to speak) by incorporating
PACE into its Team Charter:
• Progress (i.e., execution of meaningful work)
• Alignment (i.e., personal goals aligned with department goals aligned with organizational
goals)
• Capability (i.e., technical AND behavioural skills and knowledge to excel at executing
the team’s work)
• Engagement (i.e., a motivated team that co-creates its outcomes)
Each team member participated in The Team Performance Online Survey by The Grove
Consultants International, which aligns with the PACE principles. On June 27, the team
participated in an Onsite Offsite (also known as a periodic planning conference) to evaluate the
results of this survey and co-create a team learning plan for the next six months.
The Online Survey proved to be an effective tool to facilitate dialogue for a mature team. This is
all about understanding each other at a deeper level, so team members can appreciate and trust
each other’s abilities.
The Online Survey comprises seven categories in addition to an interdependence evaluation. The
seven categories are:
1. Orientation
2. Trust Building
3. Goal Clarification
4. Commitment
5. Implementation
6. High Performance
7. Renewal
Dialogue was captured on flipcharts oriented to successes and opportunities across the seven
categories. The agenda for the conference included 1) overview of the team performance model
2) review of team report cover page 3) discuss interdependencies 4) identify strengths and
opportunities for improvement 5) prioritize opportunities 6) identify best practices and 7) next
steps. The conference lasted five hours and included a catered lunch.
3. Flipchart summarizing strengths and opportunities
The outcome of the conference was a list of changes prioritized to harvest quick wins in the
short-term and optimize results in the mid-to-long-term:
1. Add Where to From Here updates to weekly team meeting agenda (5 Implementation)
2. Add team learning to quarterly Where to From Here meeting agenda (6 High
Performance)
3. Align department activities and Achievement Planners with Key Performance Indicators
(KPIs) in Business Model (3 Goals Clarification)
4. Document actions, decisions, issues, risks, DIs and IIs in weekly meeting notes (4
Commitment)
5. Put highlights of Business Model and Team Charter on the wall (2 Trust Building)
6. Revise Emergency Response Plan (ERP) for Emergency Operations Centre (EOC) with
the L&P Team (1 Orientation)
7. Develop website and annual report for L&P (7 Renewal)
8. Update L&P Team Charter to reflect decisions made at this meeting
Team members want the team leader to clearly articulate what the organization expects from
them and gain more organizational support for the team through the Business Model, Policies,
participation in the EOC, scaling out and scaling up.
4. Successes the team wishes to celebrate publicly through its website and annual report include:
• Kinsmen Home
• Compressed Natural Gas Station
• Baby’s breath in Ranchlands Phase F&G
• Affordable Housing projects
• Environmental Reserve dedication
• The team’s role in the Emergency Operations Centre
• The team’s contribution to Corporate Training and Development
• Saratoga Park
• Business Model
• Ranchlands Phase 3 Playground
• Southlands 6 Landscaping
• Viterra restrictive covenant