acl 2013 presentation projects kick ass
Post on 29-Jun-2015
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New Project Module Kicks ASS(Ass isn’t even profanity. It’s in the bible.)
THOMAS CLANCY, JRVice President
Valiant Technology, Inc.
tom@valiant-ny.com
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
AGENDA
WHAT IS A PROJECT? COMMON CHALLENGES BEST PRACTICES Q and A
What is a Project?
Temporary Defined Beginning and End Group Activity Complex/Non Routine
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
New UI is EZ
CONTEXTUAL MENU IN-LINE EDITING DRAG + DROP = WHEW MULTI-SELECT=MULTI-AWESOME BULK CHANGES ARE BAD ASS
COMMON CHALLENGES
SCHEDULING TECHNICAL CLIENT (AKA the enemy) BUDGET CHANGE ORDERS
Scheduling: Our Worst Enemy
Scheduling: Capacity Planning
Avoid Overload
Scheduling: SLIDE and Auto Adjust! Yay!!!!
Scheduling: Use Predecessors!
Make Visible
Scheduling: Gantt Chart
Technical Challenges
Technical Challenges = ISSUES
Technical Challenges = ISSUES
Client Challenge: Participation (Lack thereof)
Client Challenge: GET ‘EM INVOLVED!!!
Admin Client Access Portal Security Level
PER TASK!
Challenge: Budget!
During Startup: Use Budget Shortcut
During Project: Use Costs and Expenses
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
PERSONAL CHALLENGES
Weak Change Order Approach Chronic Ninety-osis (Acute Incomplete-itus) Non-Repeatable Results No Post Mortem
Change Orders: A Familiar Tale?
Change Orders: Add Milestones
Change Orders: Milestone Phase
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!
Change Orders Can Pay In MANY Ways
Chronic 90-osis
No Post Mortem? Non-Repeatable?
No Post Mortem? Non-Repeatable?
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!
CONCLUSION
The new project module helps solve many of the challenges of managing projects
New Projects + Attitude Adjustment = Unstoppable! GO FORTH AND WIN!
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