Concurrent Deadlines Prioritization Tracking Loose Ends Kari Beaulieu kariappfluencecom appfluencecom PRIORITY MATRIX Retail Communications Across Regional Stores We provide the district store manager visibility into critical issues across a dozen stores all over the country ID: 726256
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PRIORITY MATRIX
MANAGING MULTIPLE PROJECTS
Concurrent Deadlines, Prioritization, Tracking Loose Ends
Kari Beaulieu
kari@appfluence.com
appfluence.comSlide2
PRIORITY MATRIX
Retail Communications
Across Regional Stores
We provide the district store manager visibility into critical issues across a dozen stores all over the country,
resolving customer issues before they become fires.
About Us
More Efficient Meetings
CEO/President/SVPs of this design-build-operate construction firm leverages Priority Matrix to have more efficient staff meetings, helping everyone
know exactly what they are accountable for, and saving 20-30 minutes every meeting.
Alignment at
Across Multiple Projects
Priority Matrix helps the CEO and top executives stay aligned on key priorities across the entire organization
keeping the team organized and efficient.
Featured in Apple App Store one of the “get things done” app.
A leader in
Priority Management Software
Thousands of customers worldwideSlide3
Today’s Agenda
Challenges faced when managing multiple projects
Balancing the needs of various project owners
Using the Eisenhower Method for time management and prioritization
Priority Matrix overview:
Scheduling and maintaining visibility of concurrent deadlinesTracking loose ends and managing tasks
PRIORITY MATRIXSlide4
What are the biggest challenges faced?
Deadlines (overlapping deadlines, meeting deadlines, missed deadlines)
Shifting priorities
Keeping track: of loose ends, small detailsOverseeing team members and managing staff
Time
Scheduling
PRIORITY MATRIXSlide5
PRIORITY MATRIX
You had a
project
plan that was going to be perfect…
Then
.. Something falls behind or an emergency comes up
Now
.. You have more work to handle than resources So.. Somewhere along the line, a key task gets dropped
Then.. The project gets delayed or a deadline is missed
And
.. You have to inform the project owner
Result
.. This is uncomfortable for you, uncomfortable for clients, can take a toll on the relationship
*Note: this can often happens across multiple projects
We’ve all been there…Slide6
PRIORITY MATRIX
Project Owners
What is my timeline?
Are there any important updates?
When will this be done?
Their Needs vs. Your Needs
Architects
What’s all our clients timeline?
Any important obstacles?
Who should do what first?Slide7
The Result = LIFO
LIFO = Last In, First Out
In this example, the most recent email in your inbox (or task assigned to you) becomes the first task that you work on. It’s a natural reaction, however, LIFO disregards a number of important factors when managing multiple projects, such as:
Concurrent Deadlines
Priority Level
Time Management
PRIORITY MATRIXSlide8
PRIORITY MATRIX
So Much To Do … So Little Time
The Eisenhower MethodSlide9
PRIORITY MATRIX
What is Priority Matrix
?
Priority Matrix is a
platform for team coordination
built especially to
help teams manage multiple projects
by
centralizing information
and providing better visibility of project priorities across the board, to ensure nothing slips through the cracks.Slide10
PRIORITY MATRIX
Homepage of the Organization
Priority Matrix - “Single source of truth” — the latest priorities, accountability, and visibility on everything that’s important when you start your day.Slide11
PRIORITY MATRIX
Simple Concept.
Profound Impact.
Better context. More visibility. Less noise.
Fires
Planned Tasks
Resources
Inbox Slide12
Resolving Our Main Challenges
Deadlines = visibility & awareness is half the battle
Shifting priorities = keep your team aware of changes in real time
Keeping track of staff assignments, loose ends = PM is a centralized platform designed for thisTime management = more effective prioritization OR more realistic scheduling
PRIORITY MATRIXSlide13
PRIORITY MATRIX
Keeps deadlines and schedules visible
and uniform across multiple projects
Facilitates weekly planning meetings
by providing a real-time agenda
Gives you
peace of mind
knowing nothing has slipped through the cracks
“Single source of truth” to
keep your team on the same page and increase accountabilityReduces internal email traffic by providing a platform for communication
Priority Matrix solves a few simple problems for architects
managing many projectsSlide14
PRIORITY MATRIX
High priority tasks become easy to identify and are tackled first
Decisions about what to work on are calculated, easy to track, and uniform across your team
Balancing Priorities Across Multiple ProjectsSlide15
Next Steps
Start a Priority Matrix trial at
appfluence.com
, invite 3-4 people with whom you work most closely AND/OR book a one-on-one call with me We’ll learn about your workflow, and make sure you have the right templates and integrations to get you started
Leveraging the increased visibility of timelines, better prioritization, and capability to track small details to stay on top of your projects
Let’s quantify the shift in time management and productivity!
PRIORITY MATRIXSlide16
PRIORITY MATRIX
Frequently Asked Questions
How to get in touch?
Email us: support@appfluence.com
How do I get better at self-management?
Subscribe to our newsletter
by emailing
kari@appfluence.com
, sign up for
one-on-one
trainingSlide17
"Responsibility equals accountability equals ownership. And a sense of ownership is the most powerful weapon a team or organization can have."
Pat Summitt
PRIORITY MATRIX