saas portfolio
TRANSCRIPT
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SaaS Portfolio Jonathan Allmen
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Table of Contents
Sample Portfolio
ClientsDashboardsTimelineVisualizationResource ManagementProject PlanProject CalculatorsWork BreakdownDocumentationBrainstormingMethodologiesInfluenceRelationshipsTools, People, ProcessMotivation vs. Demotivation
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Clients
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Dashboard – Example 1
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Dashboard – Example 2
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Timeline
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Visualization – Example 1
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Visualization – Example 2
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Visualization – Example 3
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Visualization – Example 4
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Resource Management
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Project Plan with Critical Path
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Critical Path Date Calculator
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Business Process Estimation Calculator
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Operations Model Calculator
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Work Breakdown
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ITIL & PMI Documentation Structure Samples
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Brainstorming Session
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Methodologies
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Influence
Ways to Influence
• RECIPROCITY: Ask for more then you need and then negotiate a lower requirement acceptable to the other party.
• LINKING: Proximity is important – get closer to the other party, attend one on one’s and use the phone instead of email.
• COMMITMENT: Have voluntary sign-ups for tasks. Also involve team members in project plan drafts.
• SOCIAL PROOF: Mimic the behavior of others. Try to gain someone’s agreement and then ask them to state their opinion in a meeting, as
this is a form of social proof.
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Relationships
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Tools, People, Process& Projects, Programs, Portfolio
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Motivation vs. Demotivation Factors
Motivation Factors• Select Wisely• Manage meaning• Communicate significance• Engender interdependence• Control resource availability• Projectize: have a clear start
and end
Demotivation Factors
• Exclusion from decision making• Inconsistency• Excessive monitoring• Focus on tasks, not goals• Unqualified evaluation• Misaligned external motivators• Artificial deadlines• Organizational disinterest• Team without skills