Webinar 5 PROJECT MANAGEMENT SECRETS FOR COMMUNICATING WITH SENIOR MANAGEMENT
AGENDA Introductions and common pitfalls Audience poll Deliver the essential metrics Engage in the right conversations Align with strategic goals Understand your resources Maximize your project management tools Q&A AGENDA
PRESENTERS Todd C. Williams President of ecameron Inc. Peter Taylor CEO of The Lazy Project Manager Gwendolyn Smith VP of Global Customer Success; AtTask
COMMON PITFALLS Mismanaged expectations Sharing the wrong metrics Disjointed tools COMMON COMMUNICATION PITFALLS
POLL QUESTION: WHAT IS THE GREATEST COMMUNICATION CHALLENGE YOU FACE WITH SENIOR MANAGEMENT? #ATTASK
1. Deliver the Essential Metrics 2. Engage in the Right Conversations 3. Align with Strategic Goals 4. Understand Your Resources 5. Maximize Your Project Management Tools DELIVER THE ESSENTIAL METRICS
1. Deliver the Essential Metrics 2. Engage in the Right Conversations 3. Align with Strategic Goals 4. Understand Your Resources 5. Maximize Your Project Management Tools METRICS
1. Deliver the Essential Metrics 2. Engage in the Right Conversations 3. Align with Strategic Goals 4. Understand Your Resources 5. Maximize Your Project Management Tools ENGAGE IN THE RIGHT CONVERSATIONS
2. Engage in the Right Conversations 3. Engage in the Right Conversations 4. Align with Strategic Goals 5. Understand Your Resources 6. Maximize Your Project Management Tools CONVERSATIONS
1. Deliver the Essential Metrics 2. Engage in the Right Conversations 3. Align with Strategic Goals 4. Understand Your Resources 5. Maximize Your Project Management Tools ALIGN WITH STRATEGIC GOALS
3. Align with Strategic Goals 4. Engage in the Right Conversations 5. Align with Strategic Goals 6. Understand Your Resources 7. Maximize Your Project Management Tools GOALS
Establish a strong & stable revenue stream Financial S ecur e D iver se F un d in g P ar t n er s In cr ease In vest m en t R et ur n s Maxim ize O ffer in g R even ue S t r eam s E xpan d S er vices N at ion ally to integrative medicine physicians for Customer R ed uce My C ost s Mor e T im e T o D evot e T o P at ien t s Mor e H ighly E n gaged P at ien t s K n ow led ge T o Im pr ove My P r act ice Value Dominence Sustaining Revenue National Prominence Create a set of services and products Internal S m all O ffice E MR (A MS A ) P at ien t Mar k et in g G P O : O ffice S upplies G P O : B iom et r ic E quipm en t G P O : L ab C on ver t P at ien t P r ospect s t o P at ien t s G P O : S upplem en t s P hy sician O ffice S er vices E xpan d E MR P r em ium O ffer in gs A d Im pr ession s E n gage H igh- V alue C r ed en t ialin g P hy sician s MD E d ucat ion S er vices G P O : F ellow ships C lin ical R esear ch D at abase N at ion al Mar k et in g P hy sician F ellow ships to Build a world class team Learning & Growth E st ablish C or e O per at in g T eam In cr ease P at ien t A cquisit ion S t aff In cr ease P hy sician A cquisit ion S t aff P ar t n er Wit h O t her In d ust r y S pecialist s G ain U n iver sit y A ccr ed it at ion C r eat e N at ion al P r act ices ONE APPROACH
1. Deliver the Essential Metrics 2. Engage in the Right Conversations 3. Align with Strategic Goals 4. Understand Your Resources 5. Maximize Your Project Management Tools UNDERSTAND YOUR RESOURCES
4. Understand Your Resources 5. Engage in the Right Conversations 6. Align with Strategic Goals 7. Understand Your Resources 8. Maximize Your Project Management Tools RESOURCES
average IT organizations often spend 45 percent average and 55 percent IT organizations of their time often on unplanned spend 45 (and percent urgent) to 55 activities. percent of their time on unplanned (and urgent) activities. - The Institute of Internal Auditors, Change and Patch Management Controls: Critical for Organizational Success The Institute of Internal Auditors, Change and Patch Management Controls: Critical for Organizational Success UNPLANNED WORK
1. Deliver the Essential Metrics 2. Engage in the Right Conversations 3. Align with Strategic Goals 4. Understand Your Resources 5. Maximize Your Project Management Tools MAXIMIZE YOUR PROJECT MANAGEMENT TOOLS
5. Maximize Your PM Tools 6. Engage in the Right Conversations 7. Align with Strategic Goals 8. Understand Your Resources 9. Maximize Your Project Management Tools TOOLS
RANDOM INPUTS POOR VISIBILITY LATE OVER BUDGET INCOMPLETE/ FAILED LOW PRODUCTIVITY DYSFUNCTION
Senior Managers Justification Resourcing Delivering the value of VISIBILITY at every level of an org Managers Alignment Efficiency Enterprise Workers Productivity Priority VISIBILITY UNLOCKS POTENTIAL
NEXT STEPS Visit it.attask.com to learn more about AtTask for your project teams View the walkthrough at attask.com/walkthrough THANK YOU FOR ATTENDING
Todd C. Williams 1-360-834-7361 ecaminc.com/index.php/ www.linkedin.com/in/backfromred todd.williams@ecaminc.com Available in all major bookstores and online Twitter: @BackFromRed
Peter Taylor www.peterbtaylor.co.uk peter.b.taylor@btinternet.com Twitter: @thelazypm Author, Speaker, Workshops, Coaching