CS Summit #5 Feb 2013
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The HiDef Client Services Team, now the Partner Solutions Team gathers for summits each year to collaborate on process improvements and leadership development.
CS Summit #5 Feb 2013
- 1. Grow to Greatness Fe br uar y 2 8 , 20 13 CS Summit #5 Thursday, February 28, 13
- 2. Summit Goals re vie w of t he a g en d a & g oa l s HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 3. CS Team Goals Evaluate our strengths and weaknesses Optimize and streamline processes Improve the use of our tools Grow closer as a team Build our leadership and management skills Find ways to better serve HiDef Identify attainable goals for Q2 2013 HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 4. Thursday Agenda 10:00 - 12:00 - CS Team Review: Focus, Client Score Card, CS Processes 12:00 - 02:00 - Team Lunch, Project Checkins, Valid Eval Kicko鍖 02:00 - 05:00 - Hands-On Training and Collaboration: Optimizations, Tool Sharing and Training, Project Best Practices 05:30 - 08:00 - Team Dinner and Activity HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 5. Friday Agenda 08:00 - 12:00 - Leadership Training: HiDef Job Description, Informal Coursera Class Review, and Setting New Team Goals 12:00 - 01:00 - Team Lunch Afternoon - Travel HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 6. CS Team Review HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 7. CS Focus As a premiere client services 鍖rm our focus should be on: Partner Relations Project Investment Strategic Management Team Collaboration and Support Successful Delivery HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 8. Client Score Card Review our current scores and identify: What are we doing well? Where can we improve? Where should we set our benchmarks? What are our goals and why? HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 9. CS Processes Lets evaluate what works, what doesnt work, and what can be improved. Resourcing Projects (biz dev pipeline) New/Existing Project Hando鍖 PM: client-side vs. team-side Scheduling: Regular vs. Impromptu Organization: Scrum vs. Kanban QA 2.0 Review Release Management HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 10. Training & Collaboration HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 11. Optimizations Recommended Optimizations Create Templates for creating tickets, planning meetings, release plans, resourcing and scoping work, scheduling, etc. Reduce Duplication Merge and Integrate Tools HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 12. Tool Sharing & Training JIRA: Ticket formatting and updating Scrum vs. Kanban boards Dashboards Tick: Budgeting and Reporting Resourcing Skype Mail Google Docs and Dropbox HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 13. Project Best Practices Partner transparency and tool access Managing schedules across teams Resourcing and scoping work Partner testing and approval process Communication: Email, Skype, GotoMeeting, Join.me, other conference calling tools. HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 14. Leadership Training HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 15. HiDef Job Description Share your job description What are your strengths and weaknesses? Where should you focus your e鍖orts? HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 16. Coursera Review Class takeaways Lessons we can to apply towards HiDef Implementation of lessons HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 17. Q2 2013 Goals Use the following as guidelines for setting new team SMART goals: Client scores and benchmarks Identi鍖ed process improvements Tool barriers to overcome Sales goals for HiDef growth Team growth goals HiDef, Inc: CS Summit #5 Thursday, February 28, 13
- 18. Many thanks! Thanks for being such a great team. Your knowledge, your skills, and your overall talent helps make HiDef awesome! Catalysts for a better world. Thursday, February 28, 13