creating a "gps" for your business (from project request to success)

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QUICKBASE WEBINAR GORDON TREDGOLD: LEADERSHIP PRINCIPLES LLC KIRK TRACHY: INTUIT QUICKBASE CREATING A “GPS” FOR YOUR BUSINESS: from Project Request to Success JANUARY 21, 2015

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Page 1: Creating a "GPS" for Your Business (from Project Request to Success)

QUICKBASE WEBINAR

GORDON TREDGOLD: LEADERSHIP PRINCIPLES LLC

KIRK TRACHY: INTUIT QUICKBASE

CREATING A “GPS”

FOR YOUR BUSINESS:

from Project Request to Success

JANUARY 21, 2015

Page 2: Creating a "GPS" for Your Business (from Project Request to Success)

• CEO and Founder of Leadership Principles• Former Head of Service Delivery for

Germany-based manufacturing company, Henkel

• Inc. Magazine Top100 Leadership and Management Expert and #1 Leadership Expert to Follow on Twitter

• Creator of FAST Leadership

Personal Website: www.gordontredgold.comBlog: www.leadership-principles.comFacebook www.facebook.com/LeadershipPrinciplesEmail [email protected] @gordontredgold

Products/BooksLeadership It’s a Marathon Not a SprintPractitioners Guide to Leadership Both available on Amazon.com.

Training FAST Leadership Course

Return Guest: Gordon Tredgold

Page 3: Creating a "GPS" for Your Business (from Project Request to Success)

1. Quick Review of Gordon Tredgold’s F.A.S.T Leadership Principles

2. The Spreadsheet Option – Gordon’s Experience at Henkel

3. The QuickBase Alternative (650+ ready-made business apps)

4. QuickBase for Managing Projects – Showcasing Our Most Popular PM App

5. Steps You Can Take

6. Q&A

TODAY’S AGENDA

Page 4: Creating a "GPS" for Your Business (from Project Request to Success)

Focus Accountability

TransparencySimplicity

Page 5: Creating a "GPS" for Your Business (from Project Request to Success)

TRANSPARENCY: YOUR BUSINESS GPS

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Plan

Transparency means having a plan of the expected progressClear data points at 5-10% intervals from start to finishProgress needs to be reviewed, with actual results, not assumed results

Page 6: Creating a "GPS" for Your Business (from Project Request to Success)

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Plan

Actual

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Plan

Actual

Project is clearly going to fail

Actions need to be taken

Projects is clearly on track

Continue to monitor monthly

TRANSPARENCY: YOUR BUSINESS GPS

Page 7: Creating a "GPS" for Your Business (from Project Request to Success)

CONFIDENTIAL 7

THE CHALLENGE = MANY SPREADSHEETS

Page 8: Creating a "GPS" for Your Business (from Project Request to Success)

CONNECTED APPLICATIONS (MULTIPLE APPS)

Projects

Project Portfolio Manager

Documents

Resource

ProjectionsResource Pools

APPLICATION

Page 9: Creating a "GPS" for Your Business (from Project Request to Success)

CONNECTED APPLICATIONS (MULTIPLE APPS)

Projects

Project Portfolio Manager

Documents

Resource

ProjectionsResource Pools

APPLICATIONS

Time Cards

Projects Tasks Resources

ABC Project Manager 3

Documents

Page 10: Creating a "GPS" for Your Business (from Project Request to Success)

CONNECTED APPLICATIONS (MULTIPLE APPS)

Projects

Project Portfolio Manager

Documents

Resource

ProjectionsResource Pools

CONNECTED APPLICATIONS (MULTIPLE APPS)

Time Cards

Projects Tasks Resources

ABC Project Manager 3

Documents

Page 11: Creating a "GPS" for Your Business (from Project Request to Success)

CONNECTED APPLICATIONS (MULTIPLE APPS)INTUIT QUICKBASE - DEMO

Page 12: Creating a "GPS" for Your Business (from Project Request to Success)

HOW YOU CAN GET STARTED USING QUICKBASE

Steps you can take:

1. Build it yourself from scratch

2. Browse ready-made Apps➜QuickBase Exchange apps are free ➜QuickBase Webinars are free➜QuickBase Support is free

3. Have a QuickBase Solution Provider (QSP) build it for you

CONFIDENTIAL 12

YOUR UNIQUE PROCESS – YOUR WAY

Page 13: Creating a "GPS" for Your Business (from Project Request to Success)

Questions?

1. FAST Leadership Training

6 Week Online Course Next course starts: March 2, 2015

Cost $799 for all 6 Online ClassesSpecial Discount of $300 for Webinar registrants using:

www.gordontredgold.com/intuit within 48hrs

2. Free 30-day trial of the QuickBase apps showcased today – via email this week