A Day in the Life of a MProWeb or ManagePro User

1. A Day in the Life of a MProWeb or ManageProUser Easy Steps to Ensure YouGet the Best Results Performance Solutions Technology, LLC

2. An Overview of:“How 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 today’s work environment as similar to a basketball game, where preparation and planning only go so far, after that you need to play in a head’s 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. Head’s 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, you’re not finished until you document.

3. 1.1 –Head’s Up - Scan & Plan! Start by Reviewing & Prioritizing what’s currently active.Whether you’re 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 today’s 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/Today’s 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.

4. 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.

5. 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 Today’s Plan with a right click option. Within the Assistant use the Quick Input menu. • 1. Check the Today’s Plan (MProWeb) or Assistant (ManagePro) to review To-Do’s 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.

6. 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 Today’s 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 Today’s 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).

7. 1.5 – Managers Only: Review Direct Reports’ Plans to Ensure AlignmentAs an executive/manager, you’ll 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 report’s 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 Today’s Plan Worksheet to view plan details.

8. 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 report’s 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 report’s 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.

9. 2.1 – Work the Plan with an Eye on Time & Priorities:Keep your Today’s 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 Today’s 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.

10. 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.

11. 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, you’re 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, don’t forget to use the “Daily Plan Completed” wizard when finishing, documenting your daily plan at the day’s end.

12. In summary, we reviewed three key areas to ensure your success:1. Head’s 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/MProDocs/MProWebUsersGuide.pdf • ManagePro Basic Features Guide – http://www.managepro.com/MProdocs/ManageProBasicFeaturesGuide.pdf • ManagePro Users Guide (550 pp) - http://www.performancesolutionstech.com/detail.asp?product_id=201