Agenda Webinar duration: ~30 minutes Challenges managers face Basic project management principles How Priority Matrix supports managers Today’s webinar should last about 30 minutes +/- a Q&A, and we’re going to start out covering a few broader topics, before we hone in on some concrete steps to really up our team’s game and take things to the next level. First off, we’ll tackle what makes a “success team”, along with the needs of Principals, Project Managers, all the way down to the level of project architects as it relates to tackling architecture projects. Then, we’ll cover a number of concrete and simple ways that you can help your team fulfill these needs, while staying in the loop to make sure that everyone really is meeting those competing deadlines, communicating clearly, and not letting anything important slip through the cracks.

The Biggest Challenges Managers Face Too many things to accomplish Keeping everyone on point Communication Not enough time for delegating work Deadlines Managing documents & file sharing Today’s webinar should last about 30 minutes +/- a Q&A, and we’re going to start out covering a few broader topics, before we hone in on some concrete steps to really up our team’s game and take things to the next level. First off, we’ll tackle what makes a “success team”, along with the needs of Principals, Project Managers, all the way down to the level of project architects as it relates to tackling architecture projects. Then, we’ll cover a number of concrete and simple ways that you can help your team fulfill these needs, while staying in the loop to make sure that everyone really is meeting those competing deadlines, communicating clearly, and not letting anything important slip through the cracks.

Can You Relate? “A lot of, a lot of the people that end up in management positions are designers first and foremost, they’re not necessarily ‘the planners’.” - Principal, Eight Inc., San Francisco

Lack of Ability or Lack of Training

Today’s webinar should last about 30 minutes +/- a Q&A, and we’re going to start out covering a few broader topics, before we hone in on some concrete steps to really up our team’s game and take things to the next level. First off, we’ll tackle what makes a “success team”, along with the needs of Principals, Project Managers, all the way down to the level of project architects as it relates to tackling architecture projects. Then, we’ll cover a number of concrete and simple ways that you can help your team fulfill these needs, while staying in the loop to make sure that everyone really is meeting those competing deadlines, communicating clearly, and not letting anything important slip through the cracks.

Today’s webinar should last about 30 minutes +/- a Q&A, and we’re going to start out covering a few broader topics, before we hone in on some concrete steps to really up our team’s game and take things to the next level. First off, we’ll tackle what makes a “success team”, along with the needs of Principals, Project Managers, all the way down to the level of project architects as it relates to tackling architecture projects. Then, we’ll cover a number of concrete and simple ways that you can help your team fulfill these needs, while staying in the loop to make sure that everyone really is meeting those competing deadlines, communicating clearly, and not letting anything important slip through the cracks.

Motivate and Communicate Measure Set Objectives Organize Motivate and Communicate Measure “The Wall Street Journal Guide to Management” 

What do Project Managers “need”? Set and communicate clear milestones Understanding of team workload Track progress So, let’s be honest, these guys have a ton on their plates. And before we go any further, we definitely owe project managers at least a mental round of applause for all they do. At the end of the day, they’re really taking the heat from both sides. As principals, it’s really our job to set them up for success in all of these aspects. Not only is this beneficial to them, because they can do a better job, but it’s beneficial to us, because we KNOW they’re doing a better job. As far as milestones go, when we talk about needing to know that project managers have “all of the balls in the air,” this is essentially a middle step to making sure they’re meeting project milestones. Understanding of team workload: also includes knowing who is working on what, and if they have missed any deadlines Tracking progress: not only so that they can make sure their team is getting work done, but also to make it easier for them to report back to you (principals)

Team Needs Knows what to work on Clear expectations / communication

“There is nothing so useless as doing efficiently that which should not be done at all.” – Peter Drucker, Management Consultant Today’s webinar should last about 30 minutes +/- a Q&A, and we’re going to start out covering a few broader topics, before we hone in on some concrete steps to really up our team’s game and take things to the next level. First off, we’ll tackle what makes a “success team”, along with the needs of Principals, Project Managers, all the way down to the level of project architects as it relates to tackling architecture projects. Then, we’ll cover a number of concrete and simple ways that you can help your team fulfill these needs, while staying in the loop to make sure that everyone really is meeting those competing deadlines, communicating clearly, and not letting anything important slip through the cracks.

Principal Priorities, deadlines Progress PMs Project Architects

What is Priority Matrix? Priority Matrix is a platform for managing team priorities that facilitates clear communication within your team, enables project managers to take leadership of their projects, and provides the visibility principals need to achieve peace of mind.

Person Person Person Project Information Manager Person Person Person PIORITY MATRIX

Centralized Information Person Person Person Project Information Centralized Information Person Today’s webinar should last about 30 minutes +/- a Q&A, and we’re going to start out covering a few broader topics, before we hone in on some concrete steps to really up our team’s game and take things to the next level. First off, we’ll tackle what makes a “success team”, along with the needs of Principals, Project Managers, all the way down to the level of project architects as it relates to tackling architecture projects. Then, we’ll cover a number of concrete and simple ways that you can help your team fulfill these needs, while staying in the loop to make sure that everyone really is meeting those competing deadlines, communicating clearly, and not letting anything important slip through the cracks. Person Person

Priority Matrix is Your Trusty Sidekick And, the same way that every super-hero has their trusted sidekick that always has their back, Priority Matrix is the tool that supports managers (even, or perhaps especially those who haven’t been formally trained, which is totally normal in the architecture industry), so that they can do the best job possible, and really help their team succeed.

Communicating Priorities Everything is in context

Meeting Needs Across the Team Principals: Sees priorities aligned PMs: Communication of assignments Team: Knows what to work on

Competing Deadlines

Understanding Team Workload Filter by team member

Meeting Needs Across the Team Principals: Check for overdue work across all projects PMs: Simple understanding of team workload Team: Focus on what matters Bonus: More efficient meetings!

Status Reporting

At this point you may be wondering: okay, but “who cares At this point you may be wondering: okay, but “who cares?” “how is this actually relevant to me?” I know that a lot of what we just covered is pretty high level, so I want to give you a couple examples of Priority Matrix in use for some of the teams and managers who use it, to show how Priority Matrix not only helps spur overarching progress by tackling those ‘big words’ like visibility and accountability, so I want to show you a couple of concrete examples from teams just like yours 

Eric Cleaned his Outlook inbox! Mobile app check-ins with subcontractors Cut Dropbox out of the equation by sharing files in PM I imagine Judy may be similar to a lot of our audience because when Penny first came to us, her first objection about using Priority Matrix was, ‘well, that seems like a lot of data to enter into the system’. However, what we uncovered was that Penny can print out a list of everything she needs from her subcontractors, or just send it to them via email. Penny joking described the system as “simple and archaic”, with a laugh, but what she meant was, it makes it easy to pull out information and share it with people who

- Principal, EightInc., San Francisco “Whatever pain I have to go through to do all that stuff is nothing compared to the pain that I’ll feel when my staff is overburdened or pulled in different directions.” - Principal, EightInc., San Francisco Today’s webinar should last about 30 minutes +/- a Q&A, and we’re going to start out covering a few broader topics, before we hone in on some concrete steps to really up our team’s game and take things to the next level. First off, we’ll tackle what makes a “success team”, along with the needs of Principals, Project Managers, all the way down to the level of project architects as it relates to tackling architecture projects. Then, we’ll cover a number of concrete and simple ways that you can help your team fulfill these needs, while staying in the loop to make sure that everyone really is meeting those competing deadlines, communicating clearly, and not letting anything important slip through the cracks.

FAQ Email Integration? Training? How can I try it out? I imagine Judy may be similar to a lot of our audience because when Penny first came to us, her first objection about using Priority Matrix was, ‘well, that seems like a lot of data to enter into the system’. However, what we uncovered was that Penny can print out a list of everything she needs from her subcontractors, or just send it to them via email. Penny joking described the system as “simple and archaic”, with a laugh, but what she meant was, it makes it easy to pull out information and share it with people who

Want to try Priority Matrix? Head to Appfluence.com Add your team We’re here to help  Kari@appfluence.com Support@appfluence.com