A Day in the Life of a MProWeb or ManagePro User

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A Day in the Life of a MProWeb or ManageProUser

• Easy Steps to Ensure YouGet the Best Results

Performance Solutions Technology, LLC
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An Overview ofHow to work Effectively with
ManagePro and MProWeb

• We have found that the following 3 Steps
  consistently generate a better quality of work
  and less stress while helping you reach your
  desired outcomes. Moving from a tactical
  perspective to a more focused and outcome
  oriented work process, ManagePro/MProWeb helps
  you take advantage of a technology that supports
  everyday excellence and agility. We like to
  describe todays work environment as similar to a
  basketball game, where preparation and planning
  only go so far, after that you need to play in a
  heads up, organized response to daily demands
  while still keeping the ultimate score and time
  clock in view. Toward that end, we suggest the
  following 3 steps
• 1. Heads Up - Scan Plan! Open ManagePro or
  MProWeb and Outlook (or your favorite email
  carrier). Review goals, action plans, events,
  and to-dos in MPro, review the email in the In
  Box, and drag drop email into ManagePro (or
  paste into MProWeb). Prioritize and plan your day
  based upon your goals, to-dos and meetings.
• 2. Work the Plan with an Eye on Time
  Priorities Make your decisions throughout the
  day, including how you manage meetings with a
  clear, full context of the priority and plan.
  Keep ManagePro/MProWeb running in the background
  to be available at a click, so you leverage
  information and your decisions effectively.
• 3. Documentation - the Key to Coordinating People
  Leveraging Information! Document each key
  activity with progress updates and attached
  documents as required. Enter new to-dos, events
  and goals and their supporting action plans as
  needed throughout the day. Remember, youre not
  finished until you document.

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1.1 Heads Up - Scan Plan! Start by Reviewing
Prioritizing whats currently active. Whether
youre an executive, project manager or front
line person, start by reviewing and prioritizing
current tasks and projects. Be alert be agile
be prepared by creating a plan before launching
into action. Planning starts with reviewing
existing goals, action plans and tasks and
assigning a priority of 1 to those items you will
be working on today, paying special attention to
those items with a status of Behind/Critical or a
Start or Due date on todays date.

• 1. First review existing goals and projects, and
  their supporting action plans and tasks in the
  GAPR view (MProWeb) or in the My Goals, Top Goals
  Action Plan or Goal Status Board (ManagePro).
• 2. Check the color coded status indicators of
  active projects (yellow Behind). In MProWeb tag
  records needing a progress update with right
  click/Todays Planner/Progress Update option.
  Add new goals, action steps and/or tasks as
  needed.
• 3. Using the Details view, set any items you (or
  your direct reports) will work on that day to
  priority 1.

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1.2 Review Your Email - Drag and Drop into
MProWeb/ManagePro Manage your email, using Drag
Drop to convert it into easily accessible
documents or action items with no details
slipping through the cracks. Add to your plan
for the day while keeping all the critical
information at your finger-tips.

• 1. Check your email (ex. Outlook) drag-and-drop
  into ManagePro or MproWeb as appropriate using
  Control/Left Mouse key combination.
• 2. If primarily informational, convert the email
  into a Progress Update. If an action or response
  is required, convert the email into a To-Do, a
  scheduled Event or Task right then.

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1.3 Next Review To-dos and Upcoming
Events/Appointments Review outstanding to-dos,
upcoming events and records needing progress
updates from within the Daily Plan or Assistant.
Add new to-dos or events within the Todays Plan
with a right click option. Within the Assistant
use the Quick Input menu.

• 1. Check the Todays Plan (MProWeb) or Assistant
  (ManagePro) to review To-Dos and
  Events/Appointments.
• 2. Use the available views to also check records
  needing progress updates (identified by right
  click option in GAPR view in MProWeb), as well as
  those projects and tasks starting and/or due to
  complete today.

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1.4 Complete Plan by Assigning to Daily Plan
Within MProWeb, records are assigned to the
Daily Plan using the right click option of Add
to Todays Plan. Within the ManagePro
Assistant, use a combination of tabs to display
your plan for the day.

• 1 Within MProWeb, assign any record to your Daily
  Plan using the right click option of Add to
  Todays Plan.
• 2. Once in the Daily Plan, drag records within
  the plan to fit your schedule, stretching the
  time duration to match your day.
• 3. Click the Daily Plan Created link to send
  the plan to your supervisor (MProWeb) or print
  Daily Plan tab view to PDF or htm and email
  (ManagePro).

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1.5 Managers Only Review Direct Reports
Plans to Ensure AlignmentAs an
executive/manager, youll want to review the
daily plan of your direct reports to ensure that
priorities are aligned and work effort
coordinated. Besides receiving an email of your
direct reports plan, both programs offer a
powerful way to access those plans online.
Check the next slide for how to review their
projects progress updates.

• 1 When operating from ManagePro, click the Who
  drop down button in the Assistant to view/edit
  direct reports plans.
• 2. When using MProWeb, use the drop down User
  list within the Todays Plan Worksheet to view
  plan details.

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1.5 Managers Only Review Current Projects
Progress UpdatesGoals and projects are supported
by completing a logical action plan, defining
requirements and identifying issues to be
addressed and regular progress
updates.Executives/Managers can review the
completeness of action plans supporting projects
and goals, details, project status and the
currency of progress updates by person.

• 1 When using ManagePro, highlight the direct
  report in the People Meetings view, then click
  the Ind. Goals button to view all the projects
  assigned to that person. Use the tabs to view
  all Priority 1 tasks. (Also available in the
  Top Goal Planner)
• 2. View Progress Updates by record (click on
  Progress Updates button or purple icons), or for
  the direct reports entire history, select the
  Progress Update button from within the People
  Meetings view.
• 3. When using MProWeb, select a direct report by
  using the drop down User list within the GAPR
  tab. Select the Priority 1 filter to view most
  important. Details and Progress Updates are
  available for each record by link and tab. To
  view a direct reports history of Progress
  Updates, go to the Todos/Events tab, highlight
  the direct report from the User drop down list
  and select Progress Updates tab.

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2.1 Work the Plan with an Eye on Time
Priorities Keep your Todays Plan or Assistant
view available throughout the day to help you
stay on track, and manage requests and tasks that
emerge during the day while still delivering on
your priorities and time commitments. Add new
to-dos or events within the Todays Plan with a
right click option or the Quick Input menu in
ManagePro.

• 1. Keep MProWeb or ManagePro active on your
  desktop throughout the entire work day for
  immediate input of data.
• 2. When you need to view a context (plan outline)
  for any record, highlight the record and
• A. Select the right click option of Find in GAPR
  worksheet in MProWeb.
• B. Click Control W or the Goto button in
  ManagePro or keep a Top Goals or My Goals view
  available in Cascade mode.

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2.2 Manage Your Meetings as Simply an Extension
of Working the Plan Convert one of the biggest
time consumers to a powerful driver of follow-up
and follow-through. Use your screen (a projector
with teams) to create an effective environment
for meetings that stay on track, create great
visibility and help people stay focused and
accountable.

• 1. Have the dba create a meeting entity and
  assign it to be your direct report within the
  People Meetings view.
• 2. Prior to each meeting, create the agenda by
  working through your GAPR or Goals view, and add
  the meeting to the Who field for each record you
  will review in the meeting.
• 3. When conducting the meeting, filter the GAPR
  (or Assistant) screen to only display those items
  assigned to the meeting.
• 4. Work through each record, viewing and adding
  to the most recent progress update. Add to-dos
  when assigning follow-up, putting both the person
  responsible and the meeting in the Who field.
• 5. When finished, all the data is captured in the
  program to support the team going forward. Print
  meeting minutes by select items reviewed and
  choosing the print option to include last
  progress update and to-dos. Email or save as an
  attached document.

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3.1 Documentation - the Key to Coordinating
People Leveraging Information! Document each
key activity with progress updates and attached
documents as required. Document follow through on
to-dos and brief meetings in the Comments fields.
Document new to-dos, events and goals and their
supporting action plans as needed throughout the
day. Remember, youre not finished until you
document.

• 1. Progress updates are added by first clicking
  on the Progress Update tab, then the add button.
  For best results, start with a summary line, then
  enter a 25-50 word summary of status to-date,
  followed by any outstanding issues and next
  steps. Standardization of key words and placing
  them in bold fonts helps provide visual alerts.
  If the progress update includes action items,
  they should be pasted into new To-dos.
• 2. To-dos and Events should have both the person
  responsible (lead) and the person assigning in
  the Who field. Follow through should be logged
  in the Comments field.
• 3. Attaching documents via the Documents button
  keeps the search for relevant information and
  reports only a click away.
• 4. Every goal, action step and task record needs
  to have at a minimum the support of a documented
  Requirement section for clarity, as well as
  Issues Obstacles identified for effective
  planning.
• 5. If using MProWeb, dont forget to use the
  Daily Plan Completed wizard when finishing,
  documenting your daily plan at the days end.

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In summary, we reviewed three key areas to ensure
your success1. Heads Up Scan and Plan!2.
Work the Plan to stay on track and deliver3.
Documentation the key to leveraging people and
information

• Both MProWeb and ManagePro offer many more tools
  (including the Help Files Tutorials) to help
  you be a success at work. Tools ranging from
  performance metrics and scorecards, to resource
  allocation, timeline and time cards. Take
  advantage of the following resources to support
  your growth.
• ManagePro Basic Training Deck covering the
  following areas (most applicable to MProWeb)
• Creating goals, action plans and tasks in the
  planner (tree structured) views
• Progress Updates creating, emailing and using in
  reports
• Working with Todos and Events
• Attaching Documents
• Working with the Individual Goal Planner View
• Working with the Assistant
• Working with the Group Goals Status Board
• Working with the Timeline/Gantt View
• Using the Email and Print Functions
• Using the People/Meetings Planner Managing
  Meetings within ManagePro
• Appendices Goal Status Business Usage Rules
• MProWeb Users Guide http//www.managepro.com/MPr
  oDocs/MProWebUsersGuide.pdf
• ManagePro Basic Features Guide
  http//www.managepro.com/MProdocs/ManageProBasicFe
  aturesGuide.pdf
• ManagePro Users Guide (550 pp) -
  http//www.performancesolutionstech.com/detail.asp
  ?product_id201