ManagePro Training Program

1. ManagePro Training Program • Introduction: • Training Schedule, Location & Contact • Case for Using ManagePro • Understanding the range of options for using ManagePro in your work • Business Rules • Content: • 1. Navigating ManagePro - Understanding your way around the program Working withthe fourViews/Workspace; Referenced by User; Sub-tabs within views; Docking • 2. AccessWho can see what; who can edit and which fields; who can customize; How to assign people to records; how does the Private Checkbox work; what do the locks mean? • 3. Updating& Managing DataDetails window; Progress Updates and Results field; Tasks vs To-dos; Events; Attaching Documents and options • 4. EmailIN- Drag and Drop and Importemail in from Outlook; OUT- Right Click option and the value of emailing out from ManagePro; Synchronization with Outlook • 5. Managing your Calendar & To Do ListEntering directly into the Calendar and List; Push and Drag “show in calendar” from the Main Workspace view as a priority setting; Sorts in the List; • 6. Using Priority, Filters, Search and Understanding Roll-Ups Getting to just the data you need to work with • 7. Managing MeetingsCreating an agenda by assigning Meeting in the Who field; Where to find Meetings to assign to a record; Where to put meeting summary reports • Reports and Exporting/Importing to/from Excel Quick Report features; Printing in the Gantt Chart and Dashboard Views; Exporting to Excel • Project Management Building project plans and custom views, linked dependencies, calculated fields, resource allocation and layered duration displays in the Gantt Chart view • 10. Performance Management Setting up business and individual performance goals, scorecards and setting up a system that makes yearly reviews very simple, plus ties into ReviewWriter for automatic reviews • 11. Portfolio Management, Dashboard Analytics and GraphsWorking with the pivot tables and pick-lists to mine and analyze your data, plus how to push graphs and composite dashboards into Excel • 12. Strategic Planning and ExecutionSetting up strategic goals, weighted scorecards and linking/aligning with projects and initiatives ManagePro Basic Training Resource* by Performance Solutions Technology, LLC Ph. (707) 487-3000Note: PST also makes available specific advanced training materials on topics such as managing meetings, project management and analytics. Contact PST if additional resources are needed.

2. ManagePro Training Schedule Contact Person - Please contact with any scheduling questions, changes or confirmations Training Schedule & Content

3. ManagePro Adoption Process Innovators and Early Adopters represent 16% of the user population. They adopt new software because they are attracted to new features embedded in the software (Innovators), or because of the “leading edge” qualities or reviews of the software (Early Adopters). The Early Majority represents 34% of the user population and the group that is most influential in determining if software is to be adopted as part of the process in an organization. They adopt new software if enough data points are raised that they become discomforted with staying with the existing/old “system” (and its proven limitations and costs). Without the “proof”, the adoption of new software is viewed as an intrusion upon their already busy schedule - a fix for something that isn’t broke… and the adoption fails. The Late Majority represents 34% of the user population. They adopt new software after everyone else on the curve ahead of them has typically put it into place. The word adoption might better be framed as “compliance” or “acceptance”. This group adopts software when it is mandated, when it is part of the process, when not adopting the software would generate a fear of loss (losing status, losing available income, losing your position, losing your job, etc.)

4. ManagePro Adoption Worksheet

5. ManagePro Introduction Why Use the program? - Examples: a centralized information system that streamlines information exchange across departments; a process management system that clearly outlines responsibilities and assignments, reducing reliance upon people’s memory, and providing automatic tickler system; a project/process tracking system where anyone can see the most current status of a process, task, or property, including an early warning system when there is a problem or a potential problem; a report generator that mines the data from the database and produces the reports used internally and externally, reducing manual production of each report each time. What is ManagePro to you? -Examples: It’s a management information system for tracking processes, projects, properties, deliverables, key dates, documents, production, and performance It’s a system that everyone uses, and can be kept up in 30 minutes a day, while reducing the time spent on emails and meetings and ad-hoc requests It’s a system that we can all use to help each other work more efficiently, to leverage the information we process

6. ManagePro Introduction Why Should You Use It? Examples: Benefit #1 - Reduce the amount of time spent looking for information as you work through the day (small amounts of time where people already have links, large amounts of time on tasks across departments) Benefit #2 – Not forgetting something and missing a date or a deliverable when you have so much going on. Making it easier for other team members to coordinate with you Benefit #3 - Reduce the amount of time it takes to generate reports and to respond to ad-hoc requests that are due to people requesting information from you Benefit #4 – Allow you to see the big picture and what’s coming next in a process, so you can anticipate, be prepared, and stay organized Benefit #5 - Provides a framework for making the improvements we want to see using a daily process of: 1. Prioritize and plan your work, 2. Work the plan and priorities 1 first, 3. Document your results What are the expectations from the training/going forward? What performance methods will be tracked initially?

7. What Can You Use ManagePro For? Different business groups use ManagePro for different purposes, with the common goal of improving efficiency at work and leveraging information throughout the life-cycle of any project more effectively

8. Preliminary Business Rules for Usage You’ll start with basic business rules to guide your use of ManagePro, and develop more specific and useful guidelines as you move through the training. Here’s an example of basic business rules to start with, to be completed or assigned by the Lead Person on each record:

9. Preliminary Business Rules for Usage, continued

10. Preliminary Business Rules for Usage, continued

11. Topic# 1 – Knowing your way around the ManagePro workspace 3b. Open and Close Panes 4. Change User • Practice Tasks: • Pin and Unpin Related data panes • Dock and Undock • (detach and attach) • Display 3 panes by: a) hovering mouse over pinned tab • b)Use View • Change data displayed in panes by selecting different users from the Users Meetings drop down list. • Use View drop down menu & right side tabs to change and review custom views created to date 4. Change Selected Users 5. Navigate to Sub-views 2. Dock and Undock Panes 1 & 3. Pin and Unpin Panes

12. Topic# 2– Understanding the impact of User Access and User Assignment • Practice Tasks: • Select records with red lock and try editing • Select records with yellow locks and try editing • Create a new to-do in practice area with goal assigned to your name and assign one other person. • Add people from enterprise list to your personal list • Assign users from Main Workspace view & details view User Access ManagePro Who Dialogue Assigning People to records by double-clicking the Who field – Who Dialog First, if there is No Lock symbol to the left of the record, then the (logged in) User has full viewing & editing rights to that goal If there is a Yellow Lock symbol next to the goal (the goal has been created by someone else and assigned to the logged in user), then the User can edit all but the title & date fields – but not move the record to a new position.   A record with a Red Lock is displayed only to complete a tree structure. This is a goal that the User has no access rights to at all. They cannot edit any of the fields, nor can they move, promote, demote or delete it. Checking the Private box in the lower left details viewrestricts viewing to only those assigned to the record   People and/or Business Groups & Meetings can be assigned to records Assign People from the People Tab, if user name is not available, select the Enterprise Tab, check their name, (this adds them to the People tab) Click OK; People are assigned to record Business Group Tab assigns Business Groups Meeting Tab Assigns Meetings Note: Users, Business Groups and Meetings must be created by the Administrator before they are available for selection in the Who Dialog.

13. Topic # 3 – Updating & Managing Data • Practice Tasks: • Add text, dates and change priority settings to your practice goal • Add a new progress update to your goal • Create a new to-do and event that are attached to your goal while in the Main Workspace view • Create a new to-do and event in the Goal Related Data Details view • Add a document to your practice goal, but choose “Attach as Link”, do not choose “Store in SQL” for practice purposes (select any document from My Documents folder) • Access and/or Add Todo’s & Events from any View • Double-click any record to edit details • Add Progress Updates by using: ribbon control,or right click within Progress update history display Document Management Features

14. Topic # 4 – Understanding the tools available for working with email • 2. Right-click in any View to Import Email from Outlook To MPro • (Use this option when you have a number of emails to import at once) • Practice Tasks: • Go back to your desk and drag and drop an email in as a progress update on your practice goal. • At your desk drag and drop an email as a to-do on your practice goal • Use the import to highlight and import 3 email at once into your progress updates on your practice goal • 1. Drag & Drop Email • Highlight email message • Drag to Icon in System Tray • Drag up To Goal in Main • Workspace then release • Convert incoming email to1 of 4 data types: • Progress Update • To-do • Event • Document

15. Topic # 5 – Managing your Calendar & Todo List • Practice Tasks: • Enter new to-do and event in your calendar • Change time of to-do using details view, and then by dragging • Change duration of event by dragging • Add your practice goal to your calendar; drag to 4pm for review • Change date range of your to-dos to 90 days • Sort to-dos in User List by date, then by title • Enter new to-dos and events • Right-click in Calendar and chooseAdd a new Event or Add a new Todo.In the User List, make sure you are onthe tab displaying the record type youwant to add, then select Add fromright click option. • 2. Show in Calendar enables you to view prioritized goals directly in your calendar • Right-click in Calendar and • check preferences • “Show Goal Calendar items” • Highlight a Goal in the Main Workspace • View • Right-click and select • Show in Calendar • Goals are Pushed/Displayed • In Calendar View. You can • drag up or down to specific • Time slots in the Calendar • 3. Display Date Range shows a filtered list of records based on if they were entered in the past 30, 60, 90 days or All. • 4. Clicking in the Column Header enables you to Sort in Ascending or Descending Order • User the Right-click Find/Search feature to quickly find Records

16. Topic #6– User Priority, Filters, Search, & Understanding Roll-ups Practice Tasks: 1. Use the various views in the sample db to sort by date, then by priority, then by pick-list value 2. Activate the “Lead Person” filter to view all goals you are assigned lead to 3. Use the “Priority 1” filter to view only records assigned a priority of 1, reset then create that view manually Columns & Filters1. All column headings in views and User lists are sort-able by clicking on the right side of the column 2. The Done & Lead Person buttons represent display/don’t display filters 3. Clicking in the Select Filter box offers the user access to pre-defined filters 4. Clicking on the Manage Filters offers the ability to filter view with up to 4 concurrent filters 2 1 3 4

17. Topic #6 (cont.) – Using Find/Search. Understanding Roll-Ups • Practice Tasks: • Click Find and view all records you can see by title • Click Search and view all records containing the word ManagePro Find & Search The ribbon or right click option of Find provides two levels of searchcapability Roll-upsStart & Due date, as well as Status and Risk value roll up the outline (from sub-goal to parent). Manual checkbox interrupts the rollup process from below, Ignore stops the current value from being rolled up. Fields that are not rolled up are indicated by a blue triangle in the upper right corner.

18. Topic # 7 - Managing Meetings & their Progress Updates: • Practice Tasks: • Create an agenda by assigning StaffMtg in the Who field. • Create a couple of quick progress updates and to-dos, then build a Quick Meeting Minutes Report with the last progress update and to-dos Preparing for a Meeting 1. Make sure a meeting is configured and assigned to a business group you have access to. Then create a meeting agenda by assigning the meeting (in the Who field dialogue) to all records to be covered in the meeting.2. Review the meeting agenda you have created by selecting the meeting from the People/Meeting user drop down menu. Note: if an agenda without hierarchy goals displayed is desired, create a special meeting view using the view configuration. During the Meeting 1. As a property or project task is discussed, select that record and capture the conversation content in a progress update, or update the latest summary in the Goal Details view 2. Capture anyassignmentsor commitmentsas to-dos attached to the samerecord + enter the meeting initials in the Who field Meeting Minutes Report 1. Need to print up meeting minutes? Use the Print/Quick Report and add the latest progress updates and to-dos to the print output

19. Practice Tasks: • High light a range of practice goals and do a quick report preview that include to-dos and progress updates below each record • High light a range of practice goals and do a quick report preview that include the last progress update at the far right side of the report • Do a Print outline of all the goals assigned to you after they are fully expanded • Configure a layout 1. Quick Report Quick Report prints your View based on selected criteria Or you Select Layout and Configure.Note: This option will cover 90% of your print/report needs. 2. Print Current View and Print Selection Print Current View or Print Selection takes you to the Report Designer Gallery of pre-defined reports Highlight one of the reports and Click review Report Topic #8- Basic Fundamentals in Printing Reports 3. Print Outline Print Outline creates a report of the outline view expanded as displayed Custom Reports enables you to configure your own reports or request PST to configure for you

20. Practice Tasks: • Do a print preview of the Gantt Chart view/Project Funded sub-tab • Export the Outline to Excel • Export 1 dashboard to Excel, a 2nd copy to clipboard, then paste into Excel sheet from 1st dashboard Topic #8 (cont.) – Direct Print and Export to Excel • Printing Gantt Chart and Dashboard • Views • Right-click in the Gantt Chart view • Click Print • Right-click in the Analytics View and select Print to print each Pivot Table • Export to Excel • Right-click in the Main Workspace View • Select Export |Excel Spreadsheet • Right-click in the Analytics View and choose either Copy to Clipboard or Export to Excel • ManagePro Automatically exports your highlighted records directly into Excel for Report Configuration

21. Topic #9 Project Management • Practice Tasks: • Create a 3 line item project, set dates, required hours and user assignments to each. Note the effects of changing % of user assignment. View results in both resource allocation tab views. 1. Project Planning 1.1 The Main Workspace & Gantt Chart views are the most common views toinitiate project planning. Projects are structured around a tree or outline format in both views to organize the process. Datesroll-up the outline and can be entered at any time. 1.2 Durations are based upon Monday-Friday work day, minus whatever holidays have been identified in General Preferences. Start/Due Date time are set by default to 8am & 5 pm. % complete only rolls-up if using Weighted % complete field. 1.3 Duration displays in Outline view can be customized to display multiple date fields and durations. 2. Linking Dependencies 2.1 Records are linked to support Finish – Start dependencies by usingthe Link Activation button in the Gantt Chart view, then clickon predecessor record, hold left mouse button down and drag dependency arrow to 2nd record. 3. Resource Allocation Process & Views 3.1 Records are flagged for Resource Allocation using the following components: 1. Assigning an hourly requirement using the Hours Required field; 2. Checking the Resource Allocation check box (may need to add to view) 3. People are assigned a % of their day to line item throughout its duration, 4. Actual time worked toward the goals is tracked via Time Card entries or import from outside time keeping systems. 3.2 Two primary Resource Allocation views are provided: 1. The Resource Allocation displays hours required, % resourced, etc on a by-product basis (see above). 2. The People & Meetings Resource Allocation displays relative allocation and specific projects on a by-person basis.

22. Topic #10 Performance Management & Scorecards • Practice Tasks: • Create a scorecard using a practice goal of increasing web traffic to your site. Set the target to 100,000 visitors/month, color ranges at green >= 100,000, yellow >= 70,000 and add 3 progress updates to view trend. 1. Quick Overview of Performance Scorecard Setup 1. To setup a record with a scorecard, in the Goal Details view click the Scoring tab to define scoring specifics. 2. Type refers to the format for the type of data you will be tracking in the Results field, e.g. $, % of #, and whether or not the Results field will be reflecting averages from sub-goals. On most properties the Results will reflect the current IRR value. 3. The Target is the metric for the objective, ex. The Rate of Return on Investment. 4. Set which color globes will represent what range of data valuesusing the variables and range fields 5. The Results value determines how the trend indicator is computed 6. If scoring the performance is to be used for personal review, check the performance checkbox (may need to be added to view) and confirmlead assignment. Only records checked for performance revieware transferred to ReviewWriter for automated reviews 7. Calculated fields can also function as scorecards, by defining a color globe range. 2. Results – the foundation of the tracking performance 2.1 The Results value, is taken from the latest progress update and the value contained in its results field – see the Progress Updatesequence of results entries in the goals detail form 2.2 Note: additional Results fields (userdefinedresults) can be added to progress updates. Although not directly part of a scorecard, they can be displayed in the view or serve as a basis for calculated fields. 3. Viewing Scorecards 3.1 The Target based Scorecards are viewed in the Scorecard tab, calculated field scorecards are viewed in Main Workspace Gantt Chart and Scorecard views. Note: Only records with a completed scorecard configuration are displayed in this view, only scorecards with more than one progress update display a trend arrow

23. Topic#11 Portfolio Management & Analytics Practice Tasks:Using Sample db, change analysis from geo region to product type and graph % of total • Working in the Analytics tab • Prior to working in the Analysis tab, you will need to define the criteria (either numbers or Pick-List field values) by which you will be “analyzing” the records, and enter those criteria values for each record. You will also need to consider how you will only include only the records pertinent to your analysis (by filtering). • Each view displays database based upon two criteria: • Which fields have been dragged into and are active in the pivot table and • What filter has been applied to the data (right click option). • Any pivot table can be switched back and forth as a graphical displayof one of the data columns at any time (right click option). • Right click options allow you to configure the format of columns, specifywhich columns to graph, what type of graph and add columns such as % of Total. • Any pivot table or graph can be copied to your clipboard and pasted into Excel, helpful if you are creating a composite dashboard display within an Excel format • Any configurations to the views are temporary, unless you have been granted configuration rights by the db admin. • Sort-based analysis is available with Main Workspace and Gantt Chart views by clicking to the right side of the column name

24. Resources: • http://www.managepro.com/m9portal.html • Performance Solutions Consulting – (877) 487-3001 • Trainer - Sandra Harley SandraH@ManagePro.com Topic #12 Strategic Planning & Execution 1. Strategy Assumptions 1.1 Strategic Initiatives should be growth based. Whether they address actions, intent, values, etc, they should be defined in the strategic plan only if they drive growth. 1.2 Strategic goals only exist if they are measured (& supported by activities & review) 1.3 Strategic plans should be focused and light (no extended outline), supportingprojects and activities belong in “Operations” db area 2. Adding and Linking to Strategic Plan 2.1 Strategic plan goals and initiative are added to strategic plan with right click option 2.2 Projects and actions supporting the strategic goals are linked to a specific (only one)strategic goal via right click 3. Three options for displaying Strategic Plan 3.1 Within the Main Workspace view use the Strategic Highlight filter to see supporting projects for each strategic goal 3.2 Within the Map view, use the Strategic tab to view the supporting projectsfor each strategic plan with Target, Results and Score values 3.3 Within the Scorecard view all records with scorecards including,strategic plan, or configure a viewusing the “View is Strategic Alignment”option to display all line items alignedunderneath the strategic goal they support.