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Say "Hello" to "Planner", the revolutionary new tool for project team leads that enables project plan creation in minutes instead of hours or even days. Planner makes it easy to establish ownership for deliverables and tasks, to assign task resources, to see resource allocation across the life of the project, and to report progress and status via easy-to-email reports. The app is revolutionary because it leverages MS Office skills and tools that knowledge workers already have: Planner runs in MS Excel and leverages MS Word and MS Excel for the creation and management of plan content. Planner is built on exciting new knowledge mining technology called "The Blender", and is the first "killer app" we've seen for the project management space. Additionally, Planner keeps things SIMPLE (see "Let's Just Use the Whiteboard...") by following the "Deliverables-Based Project Model" that emphasizes deliverables over activities. * * *
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Create a project plan in 5 minutes
Create a project plan in 5 minutes
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What’s your project? Pick a short nameMy Stand – a lemonade stand
Create a project plan in 5 minutes
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First, pick a name for your work effort, like “My Lemonade Stand Setup”
Create a project plan in 5 minutes
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Next, indent (shift-alt right or TAB) and name your top deliverable – like “My Lemonade Stand, Ready for Business”
Create a project plan in 5 minutes
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Next list the handful of supporting deliverables required to realize your top deliverable – like “Staff, Stand & Product”
Create a project plan in 5 minutes
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Next, under each supporting deliverable, list the activity required – like “hire staff, build stand and make lemonade”
Create a project plan in 5 minutes
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Next, under each activity, list the tasks that make up that activity – like “interview candidates, pick good ones” and “borrow table and chairs, make signs” and “buy ingredients, mix lemonade”
Create a project plan in 5 minutes
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Now apply the tags for top deliverable, supporting deliverable, activity and task
Create a project plan in 5 minutes
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Now put each Supporting Deliverable in its own Phase and each task in its own Step
Create a project plan in 5 minutes
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Open your Planner app for your new project (the xlsb file you made a copy of and renamed)
Create a project plan in 5 minutes
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Enable Content
Create a project plan in 5 minutes
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Alt-Tab over to your Content, Select All and Copy
Create a project plan in 5 minutes
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Alt-Tab back to your Planner and Paste (Ctrl-V)
Done!
Create a project plan in 5 minutes
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And here is your project plan in 5 minutes – complete with dates!
Assign Owners and Send out Progress Emails
Assign Owners and Send out Progress Emails
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Use the “_sd owner:” tag to assign owners to your Supporting Deliverables
Assign Owners and Send out Progress Emails
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Use the _owner: tag to assign Task owners
Assign Owners and Send out Progress Emails
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Next use the “_% Complete:” tag to mark the first task at 80% and the second at 10%
Assign Owners and Send out Progress Emails
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Next copy your new Content into your clipboard (Ctrl-C)
Assign Owners and Send out Progress Emails
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Alt-Tab over to Planner (here’s what it looked like last time)
Assign Owners and Send out Progress Emails
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Hit Ctrl-Shift-G to jump to the Data tab
Assign Owners and Send out Progress Emails
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Paste (Ctrl-V) and see the new plan with owners
Assign Owners and Send out Progress Emails
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Select “Paul” and email him his Deliverables
Assign Resources and Visualize Allocations
Assign Resources and Visualize Allocations
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Use the “Task Resource:” element tag to add resources under each task
Assign Resources and Visualize Allocations
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Copy and Paste your updated Content into the Planner (remember ctrl-shift-G)
Assign Resources and Visualize Allocations
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Go to the Resource Allocation Landscape tab – and behold!
The End.
