Training

ManagePro 8 Training Seminar

Held in October in Las Vegas, the dates for this two day event have yet to be set.

This course is designed to rapidly move users to mastery of the core features of ManagePro in a Monday - Tuesday (9am-6pm) format. Review of the training tutorials is strongly suggested prior to attending given the number of topics to be covered.

Topics

Program Overview

1. Navigating ManagePro - Understanding your way around the program
• Working with the four Views/Workspace; Referenced by User; Sub-tabs within views; Docking
2. Access
• Who can see what; who can edit and which fields; who can customize; How to assign people to records; how does the Private Checkbox work; what do the locks mean?
3. Updating & Managing Data
• Details window; Progress Updates and Results field; Tasks vs To-dos; Events; Attaching Documents and options
4. Email
• IN- Drag and Drop and Import email in from Outlook; OUT- Right Click option and the value of emailing out from ManagePro; Synchronization with Outlook
5. Managing your Calendar & To Do List
• Entering directly into the Calendar and List; Push and Drag “show in calendar” from the GAPR view as a priority setting; Sorts in the List;
6. Using Priority, Filters, Search and Understanding Roll-Ups
• Getting to just the data you need to work with
7. Managing Meetings
• Creating an agenda by assigning Meeting in the Who field; Where to find Meetings to assign to a record; Where to put meeting summary reports
8. Reports and Exporting/Importing to/from Excel
• WQuick Report features; Printing in the Timeline and Dashboard Views; Exporting to Excel, report designer
9. Project Management
• Building project plans and custom views, linked dependencies, calculated fields, resource allocation and layered duration displays in the Timeline view
10. Performance Management
• Setting up business and individual performance goals, scorecards and setting up a system that makes yearly reviews very simple, plus ties into ReviewWriter for automatic reviews
11. Portfolio Management, Dashboard Analytics and Graphs
• Working with the pivot tables and pick-lists to mine and analyze your data, plus how to push graphs and composite dashboards into Excel
12. Strategic Planning & Execution
• Setting up strategic goals, weighted scorecards and linking/aligning with projects, initiatives and sub-goals

ManagePro Executive Workshop

Held in October in Smith River, CA at PST's offices, the dates for this two day event have yet to be set.

This Thursday - Friday workshop is designed for executives who need to get great results through people and still attend to the big picture, the big impact items personally. The class is limited to 8 participants due to the extent of hands-on participation and review.

Topics:

1. Making sure that you have a model that represents your business processes and decision criteria in ManagePro.
   • Your core business, your products and your customers. Laying them out in ManagePro such that it is easy to track and coordinate the work effort.
   • Business questions and departments represented by custom views. Setting up custom views to track the criteria that match up with your top 5 – 10 business questions.
   • Business rules. Defining what to put in, how much, how often and who’s responsible to input. Defining interface rules between when to use other programs, such as Outlook and when to use ManagePro to manage key information across the organization.
2. Addressing the cultural/people side of ManagePro adoption – nothing makes you successful like people. This section of the workshop will focus on addressing the following:
   • Does implementing ManagePro represent a cultural crisis? If so what assumptions and habits are driving the crisis, and what are you doing to change that… or unconsciously maintain it?
   • Have you built a compelling business case for change and if so what is the cost of maintaining the past and the ROI for making a change?
   • Have you developed your personal change-process strategy? When will you use incentives and when or at what point will you use mandates? How will you hold people accountable? What does your strategy look like on your schedule; e.g. how many hours per week committed to what activities?
3. Tailoring key solutions for your business with ManagePro.
   • Strategic scorecards and alignment; making sure it is displayed, up-to-date, equipped with metrics and scorecards and linked/aligned with key projects and initiatives
   • Project management; timelines, critical dates, performance tracking, earned value, CPI
   • Portfolio management; identifying the criteria to track that will create the biggest impact for you and your customers and setting up dashboards to track and display your product line and output against those criteria
   • Performance management; setting up scorecards that directly tie into business processes and outcomes
   • Task and Meeting management; pre-configuring views and screen layout to make both issue tracking and meeting management easy to do by default