5 keys to a successful online project management rollout

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5 Keys to A Successful Online Project Management Software Rollout

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Post on 08-May-2015

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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.

TRANSCRIPT

Page 1: 5 Keys to A Successful Online Project Management Rollout

5 Keys to A SuccessfulOnline Project Management SoftwareRollout

Page 2: 5 Keys to A Successful Online Project Management Rollout

Managing the changes involved in deploying a new

online project management system

can be a challenge.

Page 3: 5 Keys to A Successful Online Project Management Rollout
Page 4: 5 Keys to A Successful Online Project Management Rollout

You need a plan.

Page 5: 5 Keys to A Successful Online Project Management Rollout

5 Keys To Rolling Out LiquidPlanner to Your

Team

Page 6: 5 Keys to A Successful Online Project Management Rollout

#1. Identify a LiquidPlanner “guru.”

Page 7: 5 Keys to A Successful Online Project Management Rollout

A LiquidPlanner guru should…

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Show other team members the way and be willing to help out.

Page 9: 5 Keys to A Successful Online Project Management Rollout

Make sure they’ve attended a basic LiquidPlanner training session…

Page 10: 5 Keys to A Successful Online Project Management Rollout

…or watched the LiquidPlanner training video series.

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Don’t know who the LiquidPlanner guru is? It’s probably you!

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We’re here to support you!

#2. Develop a sound plan structure.

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Architect your LiquidPlanner workspace to reflect your team’s current workflow.

Page 14: 5 Keys to A Successful Online Project Management Rollout

Define:• Your project deliverables• Who your clients/stakeholders are• How you’ll use Packages within your plan structure

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Schedule a Workspace Review with your support manager to make sure your plan structure is optimized to meet your planning needs.

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#3. Define user groups.

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Not every team member will need to perform the same functions in your project

workspace.

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Define up front who should perform different actions in the workspace.

Liz
Maybe provide some examples on this slide?
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You may want to consider breaking your team into separate user groups.

For instance…

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Management:

This group makes workspace-level priority decisions, monitors analytics, and has access to

confidential timesheet and rate sheet information.

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Project Managers:

This group creates new project structure,  assigns & prioritizes

tasks, and manages project risk.

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Individual Contributors:

This group estimates their tasks, logs progress to them, and creates new

tasks.

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Decide if you’ll need formal business rules to support these user roles.

Page 24: 5 Keys to A Successful Online Project Management Rollout

#4. Craft your implementation plan.

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The way you roll out LiquidPlanner to your team sets the stage for adoption.

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Present the initiative to use LiquidPlanner to your team through a kick-off meeting or an introductory email:

• Consider the tone of the message• Decide upfront if using LiquidPlanner will be mandatory or optional

Present the initiative to use LiquidPlanner to your team through a kick-off meeting or an introductory email.

Page 27: 5 Keys to A Successful Online Project Management Rollout

Consider the tone of the message.

Page 28: 5 Keys to A Successful Online Project Management Rollout

Decide up front if using LiquidPlanner will be mandatory or optional.

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Determine if you will take a phased rollout approach or if everyone will come on board at once.

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In a phased approach, choose a small group to be part of the

first implementation group.

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This group is usually comprised of project managers and early adopters who will help see where the plan structure and process can be optimized.

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Note potential points of confusion for the subsequent implementation groups and be sure to address them proactively.

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Determine if you will train your team members or if you will have your LiquidPlanner support manager train your team.

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Consider creating a “cheat sheet” list of instructions on how to perform basic actions in the tool.

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#5. Set expectations for daily life.

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When using LiquidPlanner, the daily experience and time commitment will be different for each person.

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Communicate how you expect your team will use LiquidPlanner on a day-to-day basis. Reinforce these expectations in team meetings, email communication, and one-on-one conversations.

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Stay Connected

@liquidplanner

http://www.facebook.com/liquidplanner

http://www.liquidplanner.com/blog

Questions?

[email protected]