Get Connected with Central Desktop - June 2012

Get Connected Project

Management

June 5, 2012

©2012 Central Desktop

Who are these people?

Alan Bush

• Implementation Team

• Central Desktop

• Former Central Desktop user

Susan Fujiki

• Implementation Team

• Central Desktop

• CD’s first Aussie employee


YOU?


Agenda

• Discussion topic: Project Management – Big and Small

• Theory

• In-Product Demos

• Best Practices

• Q&A

• Community conversation


What are these calls all about?

• Vibrant, active user community • Conversations

• Highlight: Central Desktop and specific customer(s) • Informal dialogue: between all customers


What these calls are NOT

• Not a sales pitch. We won’t try to sell you on additional services or upgrades.

• Not a forum for feature requests. Use the Ideasphere

https://ideasphere.uservoice.com/forums/118481-ideasphere


“I have a question”

• If you have a question, ask it in the question box.

• I will answer questions after the best practices.

• We will also have an open discussion session after the best practice session.


ALL PROJECTS BIG & SMALL

Central Desktop Project Management


HEY GUYS,

I HAVE A

QUESTION.


SO,

WHAT IF WE’RE

NOT ALL ON THE

SAME PAGE?

WHAT IF

SOMEONE

DOESN’T KNOW

WHAT A PROJECT

IS? I’M ASKING FOR A FRIEND.


proj·ect [n. proj-ekt, -ikt] Noun

1. something that is contemplated, devised, or

planned; plan; scheme.

2. a large or major undertaking, especially one

involving considerable money, personnel,

and equipment.


proj·ect [n. proj-ekt, -ikt] Noun

1. something that is contemplated, devised, or

planned; plan; scheme.

2. a large or major undertaking, especially one

involving considerable money, personnel,

and equipment.


mile·stone [mīlˌstōn] Noun

1. A stone set up beside a road to mark the

distance in miles to a particular place.

2. An action or event marking a significant

change or stage in development.


mile·stone [mīlˌstōn] Noun

1. A stone set up beside a road to mark the

distance in miles to a particular place.

2. An action or event marking a significant

change or stage in development.


task [task, tahsk] Noun

1. a definite piece of work assigned to, falling

to, or expected of a person; duty.

2. any piece of work.

3. a matter of considerable labor or difficulty.


task [task, tahsk] Noun

1. a definite piece of work assigned to, falling

to, or expected of a person; duty.

2. any piece of work.

3. a matter of considerable labor or difficulty.


THAT MAKES

SENSE.

TELL ME AGAIN

ABOUT HOW

THEY RELATE.

LIKE THE

DOLLS.


PM Hierarchy


Workspace

Milestone

Task List

Task

Task List

Task

Milestone

Task List

Task

PM Hierarchy

Task List

Task


GREAT, WE’RE

ON THE SAME

PAGE.

NOW WHAT?


Project Management with

Central Desktop

• Big Projects, Little Projects

• Two methods of organizing projects

• Project Management Reporting


TYPES OF

PROJECTS, HOW

TO ORGANIZE

THEM, AND

HOW TO REPORT

ON THEM.

GOT IT!



Central Desktop





WARNING:

THE

FOLLOWING

SLIDES CONTAINS

GENERALIZATIONS


Big Project vs Little Project

Big Project

• Long Timeline

• Stakeholders Across Departments or Companies

• Pre-Defined Process

• Repeatable

Little Project

• Shorter Timeline

• Limited Stakeholders

• One-off

• Not tied to other projects



Big Project

• Single Project Manager

• Multiple Participants

• Granular Task Detail



Little Project

• Project managed by team

• Less granular task detail

• Use as a checklist


I THINK IT WOULD

BE COOL IF YOU

COULD SHOW US

SOME REAL LIFE

EXAMPLES



Central Desktop





TWO METHODS?

TWO TYPES OF

PROJECTS?

THAT’S NO

COINCIDENCE!


Individual Action Items

Grouped Tasks

Significant Stages

Project Workspace

Milestone

Task List

Task

Task List

Task

Milestone

Task List

Task

Project = Workspace


Individual Action Items

Significant Stages

Projects

Category Workspace

Milestone

Task List

Task

Task List

Task

Milestone

Task List

Task

Project = Milestone


ANOTHER

EXAMPLE

WOULD BE

RAD RIGHT

ABOUT NOW


Selection • Closet

• Choose

Right Leg

• Insert Right Leg

Left Leg

• Insert Left Leg

Pants


Get Dressed

• Pants

• Shirt

• Shoes

Commute

• Starbucks

• Drive to Work

Work

• Do My Work

• Go Home

Get To

Work


THAT’S A LOT

OF

INFORMATION

ABOUT YOUR

PANTS.



Central Desktop






Project Management

Best Practices

• Know the Tools

• Plan Ahead

• Document Everything

• Use Reports

• Give Visibility, Not Assignments

• Archive It


Also, you should cheat.

• Task List Templates

• Cloning Milestones

• Cloning Workspaces

• Workspace Templates

• Cascade Changes


OK, WHO ELSE

HAS A

QUESTION?

WE’RE HERE TO

LEARN, PEOPLE!


COMMUNITY

CONVERSATIONS

Thoughts?

Tips?

Tricks?


Continue the Conversation

• User Forums

• Central Desktop Connections - Linkedin

• Twitter #PMwithCD

http://forum.centraldesktop.com/

http://www.linkedin.com/groups?gid=147417&trk=hb_side_g


I WANT TO

LEARN EVEN

MORE ABOUT

PROJECT

MANAGEMENT!


Next meeting

• Project Management Part 2: Building a Project Management Template Workspace

• Have an idea? We’d love to showcase it!


CD Marketing Candi

Anita

CD Implementation

Services Team

You, our customers!


Contact us

Client Services 626.689.4420

[email protected]

Alan Bush 210.767.3101

[email protected]

@alanbush

Susan Fujiki 626.381.9362

[email protected]

@seburrows

We don’t bite!

mailto:[email protected]

Date post:	01-Nov-2014
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Get Connected with Central Desktop - June 2012

Technology