How Managers can Allocate Resources with Purpose

Video presented by Erica Beaulieu

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Stop assigning tasks blindly, hoping each person has an even workload. Allocate resources with purpose and visibility, so you and your team can reach its fullest potential!

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Video transcription (29:4.40) Stop scroll

2.16s we emailed out to you right when the
3.76s webinar ends you can watch it again
6.16s share it with your teammates and of
7.76s course then you'll have my email address
10.00s and so any further questions that you
11.68s have you can email those to me and i'm
13.12s happy to help you
15.68s without further ado i'm going to have to
17.68s turn off my camera for the screen
19.76s sharing portion of this
21.36s just to make sure we have a good
22.80s connection
24.48s and i'm going to go ahead
26.16s and
27.60s start sharing
29.20s my screen here
31.04s if for whatever reason you're not able
33.28s to hear me or you're not able to see my
35.68s screen which you should be able to see
37.28s at this point please just drop a quick
39.68s chat into the chat box and let me know
41.60s but i think i've
43.52s already got across all the technical
45.92s issues that i should have for
48.24s today so we should be good to go but
50.08s definitely let me know
52.72s all right so for today's webinar we are
54.80s looking at how managers can allocate
57.20s resources with purpose
59.52s so essentially a priority matrix for
1:2.08 resource management
1:8.24 all right so what are the challenges
1:10.64 that managers typically face when it
1:13.28 comes to allocating resources making
1:16.08 sure that everybody has a you know an
1:18.80 even workload and
1:21.20 you know nobody's underloaded or
1:23.20 overloaded
1:24.88 with with all these challenges that i
1:26.56 have on the screen before i kind of dive
1:28.48 into them
1:29.84 i want to just say something super
1:31.52 quickly which is the concept that you
1:33.76 know the challenges that people face
1:35.76 when it comes to resource management is
1:38.40 definitely something that priority
1:39.84 matrix can help you all solve
1:41.84 but really what it comes down to is
1:43.84 organizations and teams
1:46.00 and managers that have really yet to
1:48.16 find the perfect solution
1:50.32 to be able to collaborate work together
1:53.28 and delegate tasks and then at the end
1:55.28 of the day have kind of an automated
1:57.44 system to really be able to make sure
1:59.36 that their resource management and
2:1.52 allocation is you know set up properly
2:4.24 essentially
2:5.44 so with priority matrix all of the
2:7.52 challenges that we have on the screen
2:9.12 here will you know essentially be
2:11.44 diminished because we've set up priority
2:13.60 matrix in such a way that it really does
2:16.16 help managers that see the big picture
2:18.64 and understand what's on everybody's
2:20.32 plate
2:21.68 so
2:22.80 what are those challenges look like when
2:25.04 an organization doesn't have the right
2:26.88 system in place
2:28.56 it leaves managers unsure of teammates
2:30.88 workloads which can lead to overloading
2:34.08 and underloading teammates
2:36.48 when you're using microsoft teams and
2:38.96 emails meeting notes excel spreadsheets
2:42.32 and the tasks and priorities are all
2:44.72 over the place
2:46.08 at the end of the day when a manager
2:47.76 needs to see what each person is working
2:49.92 on it can essentially be impossible to
2:52.16 do that without a central system like
2:54.40 priority matrix
2:56.32 it also becomes difficult to see the
2:58.48 high level overview across all projects
3:1.36 again kind of thinking of seeing all
3:2.88 priorities in one place
3:5.36 and also there's no real way to update
3:7.68 workload changes when there needs to be
3:10.24 a kind of a real-time modification for
3:12.56 the people on your team
3:16.48 so how does priority matrix support you
3:18.80 specifically as a manager when you need
3:21.28 to see where your resources are
3:23.60 allocated and delegated out to
3:26.00 and see what's on everybody's plate for
3:28.08 the day or the week
3:30.48 when you use priority matrix you're
3:32.08 going to be able to have just one
3:33.68 central location for all of your
3:35.52 projects and tasks
3:37.68 we've made that incredibly easy for you
3:39.76 to achieve with our office 365
3:42.64 integrations
3:44.24 you're going to be able to use priority
3:45.84 matrix 100
3:47.68 through your microsoft teams platform
3:50.72 whether you want to continue working in
3:52.64 your chats
3:53.84 or your channels or use priority matrix
3:56.72 for your media agendas or even access
3:59.68 the full priority matrix app
4:2.08 you can do this 100 through microsoft
4:4.48 teams
4:5.76 and we're also going to give you a space
4:7.28 to see your emails as well so that's a
4:9.44 very special and it helps people switch
4:11.60 context significantly less often
4:16.40 priority matrix is going to make it
4:18.00 super easy for you to see your team's
4:20.00 deadlines and scheduled effort hours and
4:22.96 it just simply workloads it per user
4:26.00 and with our resource management reports
4:28.40 you're going to be able to be really
4:29.84 specific on the type of items you're
4:31.76 seeing
4:32.88 for me for example
4:34.96 i work off deadlines effort hours aren't
4:37.44 as critical for me personally but i have
4:39.76 seen other organizations be super
4:41.68 successful with kind of managing
4:43.68 priorities based off of effort hours
4:46.40 for me i like to see okay so today's
4:48.80 wednesday what do my deadlines look like
4:50.88 for today and what do i have to do
4:52.40 tomorrow
4:53.84 that's just kind of what my day-to-day
4:55.44 looks like but again we have a ton of
4:56.96 different ways
4:58.24 you can actually kind of filter through
5:0.40 your
5:1.60 reports that we automatically create for
5:3.76 you
5:6.88 so before i dive into the live priority
5:10.32 matrix demo which we'll get to in just a
5:12.08 couple minutes i've created a couple
5:14.16 screens here just to kind of show you a
5:15.84 couple of examples of what the resource
5:18.40 management looks like
5:20.08 in priority matrix
5:22.16 these are reports that i'm going to show
5:23.44 you i have three kind of pinpointed here
5:25.92 because i think they're some of the most
5:27.52 powerful ones we offer
5:30.08 i am going to show them to you again in
5:31.52 the demo keeping in mind that they're
5:33.28 actually all interactive and
5:35.28 collaborative so these are actually just
5:37.76 kind of like screenshots of it but again
5:40.64 i'll show you what it looks like in real
5:42.00 time in just a minute
5:44.96 so first and foremost this is our
5:46.72 workload management report
5:49.68 this report was actually created
5:52.08 probably
5:53.28 maybe six months to a year ago and
5:56.24 kind of the backstory behind this is we
5:58.64 were working with
6:0.48 basically what's the same as cnn but in
6:4.40 the middle east so a huge
6:6.48 news broadcasting organization and
6:9.36 due to kovad they actually were going
6:11.20 remote and they had thousands of
6:13.04 employees
6:14.00 and essentially what was happening is
6:15.44 the leadership came to us and said
6:18.24 we are using priority matrix but we
6:20.72 still don't really have the best way to
6:23.12 break it down and see users kind of
6:25.60 lined up against each other and
6:27.68 understand their workload they were
6:29.36 trying to make sure that each person on
6:31.04 the team had more or less
6:33.36 a similar amount of priorities and
6:35.12 deadlines coming up and one person
6:37.68 wasn't significantly overloaded
6:41.52 so with this workload management report
6:43.84 you're able to see the users on the left
6:46.56 and then in the actually at the top
6:48.72 right of the screen where it says mode
6:51.04 you'll see that it says number of items
6:53.92 so that would be based off of number of
6:55.76 items that are due for the day you can
6:58.00 also change that to scheduled effort
7:0.00 hours and then there's one other filter
7:2.64 i forget exactly what it is but there's
7:4.40 going to be three filtering options and
7:6.40 we'll see those in kind of the live demo
7:9.76 basically what happens is you can choose
7:11.52 the week that you would like to look at
7:13.20 so this of course is the current week
7:15.84 and if you look at wednesday the 15th
7:18.48 for
7:19.28 myself which i'm the second user there
7:21.20 it looks like i have 15 items that are
7:24.00 specifically due today
7:26.40 so in this case my manager could
7:28.08 actually go in and click on that number
7:30.00 15 and see every single deadline that i
7:32.72 have scheduled for today
7:35.44 this is also incredibly helpful because
7:37.52 they'd be able to compare myself for
7:39.60 example against the other users
7:41.92 and maybe at a quick glance they might
7:43.92 need to go into my deadlines and
7:46.08 delegate those out to the users that
7:47.84 have less
7:49.20 items due for the day or the week
7:50.96 essentially so it's a very interactive
7:53.36 workload management report which again
7:55.84 i'll show you this in kind of a live
7:58.00 form in just a moment
8:2.48 another example that i'm showing you
8:4.32 here is what's called our search view
8:6.72 so this is actually
8:8.40 pulled right from the teams integration
8:10.96 and again i will show you this live but
8:12.80 i just wanted to kind of get this
8:14.72 um
8:15.52 in the front of the screen before we get
8:17.28 started
8:18.96 so what the search view allows you to do
8:20.88 is let's say you have a dozen projects
8:23.28 and and that's gonna make a little bit
8:24.96 more sense if you're not familiar with
8:26.56 priority matrix but
8:28.40 let's say you have a dozen projects and
8:30.64 you have 30 people on your team and as a
8:33.28 manager you may need to check in on one
8:35.20 specific person at a time
8:37.36 and basically see their upcoming
8:39.20 deadlines and you're able to see when it
8:41.36 was last modified
8:43.20 and your teammates will also be able to
8:44.88 provide a progress update
8:47.60 so now at a quick glance
8:49.84 as a manager i would be able to look at
8:51.60 this and see okay this person has a
8:53.52 couple deadlines coming up the items
8:55.84 have been recently modified so they're
8:57.68 not completely forgotten about and then
8:59.92 with that progress updated well as well
9:2.72 it would help a manager understand that
9:4.56 okay things are not falling behind and
9:6.96 it looks like this person does have a
9:8.96 pretty reasonable amount of deadlines
9:11.12 coming up we don't really need to go
9:12.88 back and manage the resources that we've
9:15.52 assigned to them essentially
9:18.24 so that's kind of the concept of the
9:19.68 search view here here it's not exactly a
9:21.76 report however it is commonly used from
9:24.32 a management perspective
9:28.16 lastly before i actually dive in to the
9:30.64 priority matrix demo i also wanted to
9:33.04 show you the possibility of using item
9:35.44 tags for resource management
9:38.56 so item tags are basically attached to
9:41.76 each priority or item that you're
9:44.32 working with
9:45.68 and it helps you group things together
9:47.44 across projects
9:49.04 so the top bar you see there is
9:51.60 essentially as a team here in appfluence
9:54.00 it's our starred items
9:56.32 so they were able to see what's
9:57.76 completed what's overdue
10:0.48 new items and what's open
10:2.40 so i just add a super quick glance we
10:4.64 may look at this and be like okay the
10:6.24 start items
10:7.60 appear to have the most overdue items
10:10.64 we may need to get more people on top of
10:12.48 these and kind of circle back and you
10:14.48 know see
10:15.92 more resources that we can assign to the
10:18.16 start items essentially
10:20.64 again this is interactive and i'll show
10:22.32 you this in the demo but if i were to
10:23.92 click on that red bar where it says
10:26.16 starred it would show me every single
10:28.56 overdue item that's being referred to
10:30.64 here
10:33.36 so those are just a couple of teasers
10:35.12 and to you know hopefully get you guys
10:37.44 more interested and help you stick
10:39.12 around through the whole duration of
10:41.12 this webinar
10:42.64 because in my opinion these are going to
10:44.16 be some of the best reports in terms of
10:46.08 kind of resource management but there's
10:48.64 probably at least a dozen more reports
10:50.64 that we have that we can kind of take a
10:52.32 look at together today
10:55.92 so what are we going to look at in the
10:57.52 priority matrix demo portion it's going
11:0.56 to be pretty quick it'll probably only
11:2.32 take about 10 minutes or so but first
11:4.72 and foremost i'm going to do kind of a
11:6.24 quick basic introduction just for a
11:8.00 minute or two for those of you who are
11:10.56 seeing priority matrix for the first
11:12.32 time
11:13.68 i'm going to help you understand best
11:15.28 practices for managers and
11:18.08 kind of what goes hand in hand with that
11:20.16 is the resource management tools
11:23.52 at the very end of the demo again i'm
11:25.52 going to say plenty of time for the live
11:27.36 discussion and the q a where we can all
11:29.60 kind of chat and you know get to know
11:32.08 one another's use cases and i'll answer
11:34.16 any questions that you might have
11:38.56 so without further ado let's go to my
11:41.60 priority matrix
11:46.56 did you do get us to the right screen
11:48.56 here technical issues before
11:51.68 webinars are so fun
11:53.44 they leave the presenter a little bit
11:56.00 frazzled but i think i think we're we're
11:58.00 doing good here
12:1.28 all right so what are we looking at on
12:4.08 my screen here
12:6.32 this is my priority matrix and i have it
12:8.88 running 100 through my team's platform
12:12.24 so as i mentioned you can use the full
12:14.56 web app like we are looking at here
12:16.88 through teams
12:18.24 and i always suggest pinning that open
12:20.16 so it stays it readily available for you
12:23.68 you can also use priority matrix through
12:26.16 your channels and your chats if that's
12:28.96 where you're working heavily
12:30.96 but as i mentioned at the start of this
12:32.64 presentation
12:34.00 managers are going to get the most out
12:36.00 of priority matrix
12:37.68 when they have all of their projects
12:40.00 all of their teammates and all of their
12:42.32 priorities in one place
12:44.40 so when it comes to generating these
12:46.16 reports and getting a bird's-eye
12:48.48 overview across everything you don't
12:50.96 have to dig around from one platform to
12:53.20 another
12:55.04 quick side note there's a really cool
12:56.64 functionality if you're using priority
12:58.72 matrix through your chats in channels
13:1.44 where you can actually turn a comment
13:3.60 into a prioritized action item so for
13:6.56 those of you who feel like your team's
13:8.32 comments and conversations are slipping
13:10.24 through the cracks
13:11.44 priority matrix will be a solution for
13:13.36 that
13:16.56 so kind of the general layout of
13:18.16 priority matrix and allows you to create
13:21.12 projects
13:22.24 and these projects function as that
13:24.48 central space where
13:26.16 if anything comes up that needs to be
13:28.00 delegated to your teammates
13:30.08 any conversations that need to happen or
13:32.72 even new projects that your team is
13:34.56 assigned to
13:35.68 they go into priority matrix
13:39.84 i've just opened up a project here to
13:41.84 show you a quick example as to
13:45.20 basically the importance the importance
13:47.52 of your item details
13:49.44 and
13:50.40 how this plays into generating those
13:52.88 resource and workload management reports
13:55.36 that i showed you at the very beginning
13:57.12 of this presentation
14:0.32 so here we have a bunch of different
14:2.00 action items that in this example would
14:4.32 help us contribute to the product
14:5.92 development project so let's just create
14:9.12 a new task for
14:10.96 webinar and then we'll say this is going
14:13.04 to be due in four hours just as an
14:15.12 example here
14:18.48 all right so what happens when you
14:20.56 create a task
14:22.32 and this is going to get a little bit
14:24.08 technical but the reason i'm showing you
14:26.00 this is because
14:27.92 this is how the reports are generated is
14:30.08 based off of the details you plug into
14:32.16 the item details essentially
14:35.04 so on the right hand side here a couple
14:37.20 things i want to walk you through
14:39.28 let's pretend i'm the manager overseeing
14:41.84 this project here when i create this
14:44.40 task
14:45.52 automatically i am the owner
14:48.00 so first and foremost i can say all
14:49.84 right i'm assigning this task to
14:52.64 my teammate here who's now going to be
14:54.64 responsible for working on or completing
14:57.04 this task
14:59.44 when i typed due in four hours
15:2.00 the system automatically set the
15:3.68 deadline for me
15:5.20 um you can also manually add your due
15:7.52 date just by clicking on it
15:9.36 setting the due date and start date if
15:11.20 you want to or another best practice
15:13.76 would be to say let's say do in two days
15:16.80 into the chat box if i type it you'll
15:19.20 see the system pick that up and it's
15:20.80 going to modify the deadline for me
15:23.20 so that is called a conversation command
15:25.44 just a kind of fun best practice for you
15:27.60 to quickly update your item
15:29.76 you can also say
15:31.36 let's see
15:32.40 progress is eighty percent
15:36.32 it turns green again meaning the system
15:38.16 picked it up and the progress will be
15:39.76 updated for you we can say
15:42.96 remind everybody in 10 minutes this is a
15:46.64 team favorite
15:48.08 anyways those are just a couple examples
15:49.84 the conversation commands are
15:52.32 very popular very quick way to kind of
15:54.40 run through your item details without
15:56.08 having to use the interface to click
15:58.16 through everything essentially
16:2.40 so last but not least you can also
16:4.24 schedule your effort hours this is you
16:6.96 know one of the things that i definitely
16:8.56 see varying by organization
16:11.28 every single organization uses the task
16:13.60 delegation they use deadlines and they
16:16.08 use this as a space to communicate but
16:18.48 using effort hours again that's um
16:21.44 essentially hit or miss with the
16:22.80 different teams that i work with
16:24.72 but if that is important for how your
16:27.04 organization tracks your priorities and
16:29.60 you know kind of your progress and
16:31.04 definitely get in there and schedule the
16:32.48 effort hours because that's that's why
16:34.40 we have it for you here is because
16:36.48 indeed there are some some people that
16:38.48 really value that view
16:44.00 so
16:44.80 essentially that's just one example of a
16:47.04 project
16:48.08 but when you're using priority matrix
16:50.00 for all projects and all priorities and
16:52.32 all teammates you're going to have you
16:54.64 know a handful of projects i see people
16:57.04 ranging from 10 projects to
16:59.36 believe it or not here at affluence we
17:1.36 have 400 projects which i i kind of
17:5.04 chuckle when i say that because it um it
17:7.68 kind of it takes people back a little
17:9.68 bit when they hear that but
17:11.68 trust me if you use the right
17:13.60 project tags if you learn how to filter
17:15.52 correctly 400 projects is more
17:18.32 manageable than having you know 20
17:20.32 different spreadsheets that you're
17:21.60 trying to juggle through as kind of a
17:23.76 manager
17:26.56 all right so
17:27.76 once you've got everything into priority
17:29.76 matrix and your team has been using it
17:31.84 thoroughly for you know maybe even just
17:34.00 a week you should be able to get some
17:35.60 pretty
17:37.20 good reports out of here what you're
17:39.44 going to do and make sure you have the
17:41.68 latest version of priority matrix
17:43.36 installed into teams because
17:45.36 my engineers are so wonderful i went to
17:47.36 them late last night and they said hey
17:48.88 guys i need one more thing added to the
17:50.64 team's integration before this
17:52.16 presentation
17:53.44 and they got it added for me and it
17:54.96 works flawlessly
17:56.88 so if you haven't installed into teams
17:58.96 already just reboot your your team's
18:1.52 platform and it will
18:3.28 automatically update your priority
18:4.96 matrix
18:7.92 but what we're going to be focusing on
18:9.44 here and just to show you how i got to
18:11.60 this view is it's very simple i just
18:14.00 clicked on these four lines in the top
18:15.76 left corner
18:18.32 and the first thing i'm going to show
18:19.44 you is the workload management report
18:23.60 so again what happens here is
18:26.00 this is a list of essentially all of my
18:28.80 teammates listed out here and then
18:31.36 here's my account so basically what we
18:34.48 can do is we can see okay here's
18:36.40 wednesday the 23rd erica has three items
18:39.36 that are due today
18:40.96 as i mentioned in the presentation
18:42.96 portion of this if i click on it it'll
18:45.20 give me an interactive list of
18:47.04 everything that i have due today
18:49.68 so
18:50.48 for some managers who have you know kind
18:52.88 of the extra bandwidth to go in and
18:55.52 analyze what actual items are going to
18:58.08 be due that's uh phenomenal and that's
19:0.96 why this kind of this accessibility is
19:3.52 here for you but for a lot of managers
19:6.08 the big picture of just simply making
19:8.16 sure that work is
19:9.76 you know kind of allocated out correctly
19:12.24 and the correct resources are here so
19:14.88 everybody's not like completely
19:16.72 overflowing with their workload
19:18.96 having this big picture of just being
19:20.56 able to line up one user against the
19:22.88 next can really be as far as a lot of
19:25.52 people need to go again just to make
19:27.68 sure that workloads are even
19:32.56 in terms of the mode and the types of
19:34.96 items that you're seeing so number of
19:36.96 items again would be your due dates
19:40.16 effort hours i don't know how this is
19:42.08 going to look again because i don't
19:43.60 personally use effort hours a whole lot
19:46.08 and then scheduled hours so you know
19:48.56 basically across all of our items and
19:51.36 how many
19:52.48 scheduled hours do you have due for that
19:54.32 day so it looks like tomorrow got a big
19:56.96 a big workload ahead of me i have a lot
19:58.48 to get done
20:0.56 so those are going to be the different
20:2.00 kind of modes you can toggle through and
20:4.00 then again you can choose the time frame
20:6.24 as to when you would like to see the
20:7.52 workload management report
20:10.80 i've spoken with the dozens of managers
20:12.96 who
20:13.92 before they found this workload
20:15.52 management report they've told me that
20:17.76 they felt essentially blind to
20:20.08 understanding
20:21.68 the workload across all of their users
20:24.00 and
20:24.80 it turned out that some people were
20:26.56 significantly under loaded while others
20:29.20 were basically flooding in deadlines
20:31.60 and with the workload management report
20:33.52 they were able to go back
20:35.20 and delegate tasks out in a more
20:37.60 basically appropriate way to give
20:40.16 everybody an even workload
20:44.48 the next thing i want to show you all is
20:46.88 more so the general report
20:51.76 what happens here is you're going to
20:53.76 have a couple of different options of
20:56.08 reports that you can see so i think what
20:58.80 i'm going to click on for us today is
21:0.96 the last seven days
21:2.80 that's going to give us a pretty good
21:4.24 view of the reports that we can look at
21:7.36 so basically you just click on open
21:10.00 and then here
21:11.28 as a manager this becomes really special
21:13.36 because you can say
21:14.80 all right show me only one teammate
21:17.44 essentially or you could click on two
21:19.92 people at the same time and it's going
21:21.44 to give you
21:22.48 more of a kind of
21:24.64 group report essentially if you will if
21:26.80 you just want to see how your team is
21:28.24 doing as a whole
21:30.72 but basically what happens here is
21:32.32 you're able to see your active projects
21:34.24 and completed items
21:36.64 the quadrants where you're spending your
21:38.24 most time
21:39.44 and then if you go down this is going to
21:41.44 be the item
21:43.20 report essentially that we looked at
21:45.12 with the item tags
21:46.80 and again as a manager i can go here and
21:49.28 i can actually click on it and it's
21:51.20 going to show me all the overdue items
21:53.28 that are in reference here and then it
21:55.44 shows me the owner of the item as well
21:58.64 so this is again a really great way to
22:0.48 kind of get that high level overview of
22:3.52 item tags that you've set up
22:5.76 and you know i might as well circle back
22:7.68 since we're looking at this and just
22:9.04 show you all how to add item tags it's
22:11.28 very simple
22:12.40 and it generates really really useful
22:14.56 reports
22:17.84 as we continue to scroll down you're
22:19.76 going to see that there's an incredible
22:21.92 variety of reports here and they're all
22:24.32 being generated based off of the
22:26.16 movement that your team has in priority
22:28.40 matrix
22:30.00 so again i talk to
22:32.64 so many people every single day and a
22:35.36 lot of them are managers
22:37.36 and a lot of the times at the start of
22:39.44 our meetings they sound defeated you
22:41.44 know they sound
22:43.20 just generally kind of overwhelmed with
22:44.88 the reports they have to generate
22:46.88 but when the big picture kind of comes
22:48.88 into play and they realize that all they
22:51.04 have to do is start using priority
22:52.96 matrix with their team
22:54.96 which that alone takes away a lot of the
22:57.28 burden of using emails excel
22:59.12 spreadsheets
23:0.40 you know scheduling so many meetings
23:3.12 and then they come to realize that
23:4.40 there's actually going to be
23:6.08 automatically generated reports at the
23:8.32 end of the day
23:9.52 you know it's kind of a no-brainer for
23:11.28 people to switch over to this platform
23:15.20 you can also export this to a pdf as
23:17.36 well if you'd like to put it into a
23:18.96 presentation or share it with somebody
23:20.72 who's not in the system with you
23:27.52 so i think that that actually kind of
23:29.04 sums up the reporting that i wanted to
23:31.04 show you all
23:32.32 and so what i'm going to do is circle
23:34.64 back to my powerpoint here
23:37.76 and just do kind of one final slide and
23:40.48 then we'll be able to
23:42.32 open it up to kind of the discussion in
23:44.08 the q a
23:46.00 so
23:47.28 with all of this information and kind of
23:50.08 value that you're seeing at this point
23:51.52 you're probably wondering how do we
23:53.44 actually go ahead and get started with
23:55.76 priority matrix
23:58.56 first and foremost the most important
24:0.16 step will be onboarding all of your
24:2.00 teammates and projects if you're already
24:4.88 using a different
24:6.48 a different office application or an
24:8.64 excel spreadsheet we've provided
24:11.04 streamlined ways for you to import that
24:13.04 data into priority matrix so
24:15.20 transitioning into the system is not a
24:17.04 headache it's actually going to be
24:19.12 pretty seamless and if you need help
24:21.04 with any of that we can definitely
24:22.40 assist you there
24:24.88 once you get your project streamlined
24:26.80 into priority matrix you can use it
24:29.68 features such as custom templates you
24:32.48 can create those and share them with
24:34.08 your teammates and or you can use the
24:35.92 templates that we've created for you if
24:38.08 you have questions on the templates let
24:39.76 me know i'd love to expand on that
24:41.20 during our discussion
24:43.20 and then with all of that being said the
24:44.88 last step would be giving you the
24:46.72 opportunity to utilize the priority
24:48.64 matrix reports that we just looked at
24:50.64 together
24:55.36 so what are the key takeaways priority
24:57.92 matrix creates one central space for
25:0.40 your team to work together
25:2.32 and it's not just this but again keep in
25:4.48 mind that central system will actually
25:6.88 be your microsoft teams application
25:9.92 so for those of you who are either
25:12.56 heavy team users already
25:14.64 or you're actually working on gearing
25:16.32 your team up to use microsoft teams more
25:19.84 either way teams will be able to
25:21.68 function as that central system that you
25:23.84 can rely on with priority
25:26.84 matrix you're going to be able to use
25:29.04 the reporting and analytics to assign
25:31.68 resources accordingly and with all of
25:34.24 that being said the biggest goal is to
25:36.32 make sure all of your users have an
25:38.32 appropriate workload so nobody's
25:40.56 underloaded nobody's you know drowning
25:43.28 in deadlines for the day everybody can
25:45.68 you know work together reach their
25:47.20 highest potential when you're able to
25:49.36 make sure that the workload is
25:50.72 distributed properly
25:56.64 all right so i'm going to jump to this
25:58.32 discussion slide and this is actually
26:0.88 again my favorite part of the
26:2.72 presentation where i'm able to hear from
26:4.80 the audience here and
26:6.56 either answer your questions
26:8.72 or i would love to hear some
26:10.72 participation and kind of answering
26:12.48 these discussion questions that i have
26:14.16 up on the screen
26:16.32 so if you'd either like to contribute to
26:18.16 this or if you simply have a question
26:20.88 just use the hand emoji at the top of
26:23.84 this presentation or
26:25.76 essentially the meeting
26:27.52 and once i see your hand come up i can
26:29.52 take you off mute and then
26:32.08 you know we can actually chat and they
26:33.60 can answer those questions and kind of
26:35.20 hear your feedback here
26:42.32 some common questions that typically
26:44.00 come up at this point are people asking
26:46.64 okay you know how do i get started and
26:49.68 what are my what's my support system
26:51.68 going to look like with this new tool
26:54.08 so i think that's a great question
26:56.16 because there's a absolutely no doubt in
26:58.56 anybody's mind here today that
27:0.88 adopting a new system is
27:2.96 you know it's it's challenging it's
27:4.48 never going to be easy to you know ask
27:6.96 people to use a new software or
27:9.36 you know not only that but actually
27:11.20 learn the new tool it's you know
27:12.96 probably not not anybody's favorite
27:14.72 thing to do so
27:16.56 we've worked our hardest to create a
27:18.72 very well-rounded youtube channel
27:20.96 youtube channel new videos are getting
27:22.88 added to that daily
27:25.44 i'm continuously hosting webinars
27:27.92 introduction webinars and those kind of
27:30.24 based off of specific topics like the
27:32.08 one we have today with that being said
27:35.12 i'm going to send you all a follow-up
27:36.72 email and i would
27:38.32 love to hear your feedback what you
27:40.64 liked about the webinar what could have
27:42.88 done what what i could have done better
27:45.20 and also if you're thinking hey this you
27:47.36 know this topic would be super helpful
27:49.04 for my team i would love to connect with
27:51.20 you learn more about that and then put a
27:52.80 custom presentation together actually
27:55.04 specifically for your team and allow
27:57.28 others to watch it as well
28:0.64 for our enterprise customers we also
28:2.96 offer one-on-one and group training
28:5.20 sessions to kind of connect with you
28:7.04 build that relationship and you know
28:8.64 make sure you're able to succeed as as
28:10.72 best as you can with priority matrix
28:15.12 we do also offer a free two-week trial
28:17.52 period for you all to get started with
28:19.92 your teammates
28:21.36 and with that trial it's unlimited
28:23.68 access you're gonna be able to test out
28:25.84 everything in priority matrix and also
28:27.68 utilize the resources that i just
28:29.52 mentioned
28:34.40 all right well if there are
28:36.32 no questions coming up
28:38.64 right now we can kind of wrap up the
28:41.28 webinar for today
28:43.12 again i'm going to mention it one more
28:45.20 time just because it's so important to
28:46.96 me but i would love to hear your
28:48.80 feedback i would love to hear your
28:50.24 thoughts on this presentation and
28:52.48 if there's any other webinars that i can
28:54.24 create specifically for your team let me
28:56.72 know and i would love to work together
28:58.24 with you to do so
29:1.44 i'm going to go ahead and