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ManagePro Fundamentals - Seminar

This course  is designed for beginner to intermediate level users who want to learn best practices for using ManagePro as a professional tool.  It is scheduled for Spring '07, date yet to be set.

Topics:

  1. Setting up your objectives in a ManagePro database using a “Goal –> Action Plan –> Results” format.
     
  2. Configuring the Goal Planners to display the information you need to manage at your best, both at the team/organization level and the individual level.
  3. Integrating with Outlook; using the new drag and drop feature to coordinate your e-mail with the appropriate objective and action step, and learning how to synchronize Outlook and ManagePro.
     
  4. Using Progress Notes to stay on track and update the new “% Complete” field.
     
  5. Understanding when to use sub-goal action steps and when to use to-dos to track follow-up details.
     
  6. Using the Document Attachment feature and setting up your Web folder to share documents via the web.
     
  7. Using the Timeline view to set up critical path and dependency relationships and manage basic resource allocation functions.
     
  8. Using the Goal Status View to track your goal progress using both “Balance Scorecard” and “Risk Management” functions.
     
  9. Using the Assistant View to display what’s critical to address, to-dos due today, events on your calendar this week and more.
     
  10. Using the e-mail and printing options to automate all of your basic report requirements.

Requirements:
Participants must bring a laptop with an installed current copy of ManagePro.

 
ManagePro Advanced

This course is designed for intermediate to senior level users who want to learn best practices for using ManagePro as a management tool with their team or organization. This class is limited to 30 participants due to the extent of hands-on participation and review. Seminar includes an emphasis upon: 1. Managing the change process when deploying across teams and organizations, and 2. Strategic planning and Alignment using ManagePro and MProWeb. This course is scheduled for Spring '07, exact dates to be determined

Topics:

  1. Configuring your strategic plan in ManagePro while leveraging focus, visibility and tracking to maximize your team’s ability to execute the plan.
     
  2. Setting up project management within ManagePro. Understanding the differences in managing a strategic plan versus a project plan, and how to use a goal-driven approach with both.
     
  3. Improving coordination and performance by linking to data in other sources (ex. Excel and MS Project) and the specific use of Scorecard technology within ManagePro.
     
  4. Improving focus, prioritization and decision quality using the Resource Allocation tools and alert and monitor functions within the ManagePro features.
     
  5. Improving individual and team follow-through and attention to detail, using the e-mail, documentation and relational to-do features within ManagePro to manage time, goals and deliverables.
     
  6. Managing meetings using ManagePro, and improving both time management and accountability.
     
  7. Web-enabling ManagePro using Mpro-Link and MProWeb, how it works and how to make it pay off.

Requirements:
Participants must bring a laptop with an installed current copy of ManagePro.

 
The ManagePro Beginning Training Video Series

Currently in development, due for release in November 2006.

 
Managing Your Business with ManagePro

Tips and techniques for customizing ManagePro to meet your business needs

A manual for successfully implementing ManagePro in the business environment.
Chapters cover the topics of:

  1. Setting up your strategic plan and balanced scorecard.
  2. Managing Projects
  3. Performance Management
  4. Managing Information and Knowledge
  5. Managing Meetings
 
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Performance Solutions Technologies, LLC.
From Tasks to Strategy, One System that Ties it All Together
PO Box 2157 | Harbor, OR 97415 | (877) 487-3001 | Fax: 800/645-6618
email: pst@managepro.com | Technical Support email: mis@managepro.com | International Fax: 011-240-248-3035
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