Acl 2013 presentation projects kick ass
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New Project Module Kicks ASS(Ass isn’t even profanity. It’s in the bible.)
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THOMAS CLANCY, JRVice President
Valiant Technology, Inc.
15+ years pretending to know how to fix stuff 10+ years as founder of Valiant, now managing a team of 17 Father of three (for sale, $500 ea, $1200 all three, OBO) Author of Mac OS X Bible (Panther, Tiger, Leopard Editions) Speaks at Google HQ in NYC Continuing education speaker at AIA
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AGENDA
WHAT IS A PROJECT? COMMON CHALLENGES BEST PRACTICES Q and A
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What is a Project?
Temporary Defined Beginning and End Group Activity Complex/Non Routine
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Project True Confession“Sometimes in the middle of the night, I think of something that's funny, then I go get a pen and I write it down. Or if the pen's too far away, I have to convince myself that what I thought of ain't funny”
–Mitch Hedberg
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New UI is EZ
CONTEXTUAL MENU IN-LINE EDITING DRAG + DROP = WHEW MULTI-SELECT=MULTI-AWESOME BULK CHANGES ARE BAD ASS
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COMMON CHALLENGES
SCHEDULING TECHNICAL CLIENT (AKA the enemy) BUDGET CHANGE ORDERS
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Scheduling: Our Worst Enemy
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Scheduling: Capacity Planning
Avoid Overload
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Scheduling: SLIDE and Auto Adjust! Yay!!!!
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Scheduling: Use Predecessors!
Make Visible
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Scheduling: Gantt Chart
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Technical Challenges
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Technical Challenges = ISSUES
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Technical Challenges = ISSUES
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Client Challenge: Participation (Lack thereof)
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Client Challenge: GET ‘EM INVOLVED!!!
Admin Client Access Portal Security Level
PER TASK!
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Challenge: Budget!
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During Startup: Use Budget Shortcut
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During Project: Use Costs and Expenses
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No Budget: Use Proposal Projects
Make a Proposal Project Possible for non-customers Easy to convert to Client Project
NOTE: NOT FOR PRO-BONO WORK
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PERSONAL CHALLENGES
Weak Change Order Approach Chronic Ninety-osis (Acute Incomplete-itus) Non-Repeatable Results No Post Mortem
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Change Orders: A Familiar Tale?
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Change Orders: Add Milestones
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Change Orders: Milestone Phase
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Don’t Be “Afraid to get Paid”
“Yes of course we can do that!” (big smile!) “You of course understand this is a change order?” (quizzical, dismissive) <show original scope of work> (wink) “I will write up the change order with the price and timing for your approval.” “Please sign here.” (big smile!) <Add Milestone to Contract, New Phase to Project, Associate>
SOMETIMES THE PRICE IS ZERO. THAT’S OKAY TOO!
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Change Orders Can Pay In MANY Ways
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Chronic 90-osis
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No Post Mortem? Non-Repeatable?
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No Post Mortem? Non-Repeatable?
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BEST PRACTICES RECAP
OpportunityFixed Price ContractProject Milestones Associated with Phases Import Canned Projects Use Predecessor Tasks Insert Issues (don’t ignore them!) Involve Client Persistently Change Order = New Milestone = $$$ (or not) Update templates every time!
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CONCLUSION
The new project module helps solve many of the challenges of managing projects
New Projects + Attitude Adjustment = Unstoppable! GO FORTH AND WIN!