TeamDynamix Training Handout - KSU SPSU Consolidation Project

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KSU/SPSU Consolidation
TeamDynamix
Project Management
Co-Chairs Training
1
KSU/SPSU TeamDynamix Content Support
•
Professor Randy Stuart
– Associate Professor of Marketing & Professional Sales
– KSU-SPSU Consolidation "Tracker Czarina/Deadline Diva"
[email protected] -770-423-6477
•
Dr. Leigh Funk
– Special Assistant to the President for Accreditation and Associate Professor of
Special Education and Educational Technology
[email protected]
•
Dr. Becky H. Rutherfoord
– Associate Vice President for Institutional Effectiveness, Interim Department Chair IT
Professor of IT and SACS Liaison
[email protected]
•
Ms. Elizabeth Starnes, PMP
– Director of Project Management, ESS
[email protected]
2
KSU/SPSU TeamDynamix Training Agenda
• Purpose of Using TeamDynamix
• Multiple Uses of Monthly Status Report in TeamDynamix
• Getting Started
– Approval of OWG Project Plan Document
– Setup of TeamDynamix project for OWG
– Email Instructions to Co-Chairs
• TeamDynamix How-To
–
–
–
–
–
Project Desktop / Dashboard
Initial Setup of Official Tracker Project for each OWG
Updating project tasks
Submitting Risks / Issues
Submitting the Monthly Status Report
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KSU/SPSU Monthly Status Report Usage Flow
4
KSU/SPSU TeamDynamix Website
http://project.ksuspsuconsolidation.com
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KSU/SPSU TeamDynamix Website Desktop
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KSU/SPSU TeamDynamix - Initial Setup Tasks
Adding the Analysis & Briefcase
tabs to the Desktop
Click the menu bar to display additional items
for display, then click Analysis and Briefcase so
they will show in your quick access menu next to
desktop.
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KSU/SPSU TeamDynamix – Step 1 Initial Setup
Tasks
*See Organizing the Master Tracker Handout
8
KSU/SPSU TeamDynamix – Step 2 Updating Project Tasks
From the Plans Widget on Your Desktop
click the official tracker project plan you
need to update.
Double click a task you need to update.
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KSU/SPSU TeamDynamix - Updating Project Tasks
Insert information in the boxes to update a
project task. Determining % complete is at the
professional discretion of the OWG co-chairs.
Click Save and then repeat process for each
task needing an update.
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KSU/SPSU TeamDynamix – Step 3 Submitting
Questions, Recommendations, Issues and Risks
From the Plans Widget on Your Desktop
click the official tracker project plan you
need to update.
4
1
2
3
For Questions, Issues/Risks, or Recommendations set to HIGH priority level only when you
want the Area Coordinator, Accreditation Team and/or Presidents to know.
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KSU/SPSU TeamDynamix – Step 3 Submitting
Questions, Recommendations, Issues and Risks
5
6
Insert information in the fields to create a new
issue.
Categories:
• Recommendation
• Question
• Risk
• Issue
Click Save and then repeat process for each
issue or question you wish to add.
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KSU/SPSU TeamDynamix – Step 4 Briefcase
From the Plans Widget on Your Desktop
click the official tracker project plan you
need to update.
Adding Documents
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KSU/SPSU TeamDynamix – Step 5
Analysis/Consolidation Tracker Report
Before submitting your
monthly status report,
please review the
Consolidation Tracker
Report Desktop to verify
the following:
1) Consolidation Tracker
Report
2) Questions,
Recommendations,
Issues/Risk Report for
KSU SPSU
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KSU/SPSU TeamDynamix – Step 5
Analysis/Consolidation Tracker Report
From the Analysis Tab
you can run the
following reports:
1) Consolidation
Tracker Report
2) Issues/Risk Report
for KSU SPSU
You can also Print or
Export them to Excel.
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KSU/SPSU TeamDynamix – Step 6
Updating Monthly Status
From the Plans Widget on Your Desktop
click the OWG name for which you wish
to submit the monthly update.
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KSU/SPSU TeamDynamix – Step 6
Updating Monthly Status
*Note: No physical report has to be submitted. Stakeholders will run your OWG
report after receiving notice that it is ready for review.
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KSU/SPSU TeamDynamix – Next Steps
• Wait for email announcing your OWG TeamDynamix project
site has been setup.
• Login to and become familiar with the site.
– Change password – SPSU Only
•
•
•
•
•
Continue meeting with your OWG members.
Identify your monthly reporting dates.
Update your OWG project tasks.
Update any issues/questions.
Submit the Monthly Status Report Form.
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KSU/SPSU TeamDynamix – Next Steps (cont.)
First Report deadlines:
• If your OWG is in Group A or B, the deadline for your first
report has been extended to 5 PM on Monday, February 24.
• If your OWG is in Group C (OWGs 36, 57-81) , the deadline for
the first monthly report remains 5 pm on Friday,February 28.
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KSU/SPSU TeamDynamix Support and Training
• KSU Service desk
Email: [email protected]
Call: 770-423-6999
- System Access
- SPSU employees identify themselves
• Training
- Documentation & Handouts
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KSU/SPSU TeamDynamix
Monthly Report Cheat Sheet
1.
2.
Review your Official Tracker Plan for your OWG (s).
View and update Project Tasks within the Official Tracker Plan.
a)
3.
4.
Create and/or Update Issues and Risks on tasks
Manage documents within Briefcase (collaborative workspace)
a)
b)
5.
Update % complete, timeline, etc.
Upload Group Meeting Reports
Upload other documentation for team members
Review your OWG reports:
a) Consolidation Tracker Status Report
b) KSUSPSU Issues/Risk Report
6.
Update OWG Project Status. This notifies the Stakeholder(s) that your OWG
monthly report is ready for review.
*Note: No physical report has to be submitted. Stakeholders will run your OWG
report after receiving notice that it is ready for review.
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