While most of the time, I try to keep my posts project management solution agnostic, we've had some new ideas here about making our process here at Project Insight better which I will share with you here.
We have over 40 unique live training webinars that we offer to our customers. We also record these sessions so that our team members in far flung corners of the globe (we serve project teams in Papua New Guinea, Japan, India and other locations that are asleep while we conduct live webinars) can watch them later. We have developed best practices modules that are like courseware. Alongside these training resources, we have other self serve resources like tutorials inside the software, online help, tool tips, FAQs in the Community, and more.
With all these resources on hand, we are now encouraging customers to select the webinars that are right for them. Select the project team members that should attend each webinar, breaking the team down into the following groups (at a minimum):
-Administrators
-Project managers
-Project schedulers
-Resource managers
-Team members
-Executives
You can even break the groups down into business units, departments, and/or process groups. Once that is done, select one webinar to watch as a group. Follow that up by performing the best practice module on the same topic. Then gather as a group and decide how your project team will use the software.
Once you have outlined the best practices for your specific organization. DOCUMENT those processes. This documentation may be as detailed as you wish. From those documents, develop one to two page 'Quick Start Guides' for each group listed above. That way, if new team members join the organization, they may refer to these Quick Start Guides that are particular to your organization and specific to their role.
Feel free to add comments!
Cynthia K. West, Vice President, Project Insight
.jpg)
West is Vice President at Project Insight where she oversees the sales and marketing efforts for the project management company. West is a ‘serial entrepreneur‘ with over 15 years of experience in IT. She specializes in building the sales infrastructure for new companies or divisions.