Tag Archives: it manager institute

Using Priority Matrix in IT – a Case Study

Priority Matrix is a powerful task management and workflow system that gives businesses in all industries significant advantages in productivity and accountability. While it delivers value for all levels of managers and employees, it is especially adaptable for IT organizations.

I discovered Priority Matrix by accident. Actually, people in Appfluence (the company that developed Priority Matrix) discovered and contacted me about the possibility of interviewing me to learn more about IT managers and IT organizations.

Inquiries like this happen fairly often and I don’t think too much of them, but on a rare occasion I stumble upon something special. This was the case with Priority Matrix.

At first, “I didn’t get it!” They gave me a demo and walked me through the system and I was impressed, , , sort of. Then I started using the system on a real project and WOW, it hit me like a ton of bricks.

I suddenly realized that I had actually stumbled upon a system that will change the way you work and help you become significantly more productive as well as improve accountability and communication within your organization.

These are strong words so I think taking a look at a new user will be of benefit.

Background
Strattec is a large global manufacturing company based in Wisconsin. The company makes customized auto parts for many of the automobile manufacturers. Beth Ackley is their Director of Information Services. I first met Beth in 2004 when she attended my 4th IT Manager Institute. Since then she has put many of her managers through the program.

As I’ve gotten to know Beth I have always been struck by the fact that she approaches her IT support business very practically and she has a keen sense for supporting the business and delivering business value. In our discussions it is always apparent she is motivated as the Head of IT to help her company be more successful.

I worked with Appfluence for a few months to better understand the Priority Matrix system and to create some targeted IT manager templates. Then, I created an awareness campaign in late June of 2017 to make IT Manager Institute graduates aware of the power of the system.

One of the first to show an interest was Beth. Her comment to me was, “We were just talking about needing to find something that addresses our task management needs that will also help us attain better accountability and improve productivity.”

After doing her due diligence work and taking advantage of the Priority Matrix free trial period, Beth purchased licenses for her team.

I initially interviewed her after she had gained about 60 days of experience in using Priority Matrix. Then, we talked again after about a year of experience with Priority Matrix.  Here is what I found.

Implementation approach
Beth initially rolled the system out to just her IT managers and a few key people so they could gain insight and experience in using the new tool. This “test group” focused on discovering the best ways to use the system within Strattec and how to bring new users up to speed. Their implementation included internal training along with training from Appfluence plus I spent time with Beth to show her some of the highlights I had discovered in using the system.

At the time I caught up with Beth to explore how her team was using Priority Matrix she had 26 people in her IT organization using the system. Her ultimate goal was to have the entire IT team of about 45 IT employees using Priority Matrix by end of the year.

Her team stays very busy as do most IT organizations these days. In the interview she indicated they had approximately 65 active projects underway in various stages. Many of these projects are now managed and tracked using Priority Matrix.

While Beth’s IT team initiates efforts to standardize certain project types and processes using Priority Matrix, she stated that each person tends to use the system individually or a bit differently than the next person. This is an important aspect of Priority Matrix; it is very flexible so the system adapts to how you want to use it, not forcing you to use it in a predefined way.

One comment she made was that one of her senior software developers became productive with the system in about 10 minutes. My sense with this is that there are two reasons:

  1. The system is very intuitive.
  2. A quick orientation from a more experienced user makes the learning much faster.

Benefits in using Priority Matrix
Beth talked about many early benefits she and her management team are experiencing. Below is a list of key benefits she is getting from Priority Matrix:

  1. Master List – This feature allows you to see all your To Do’s for the week plus you can see across your team and what they need to get done. This makes you aware of what’s going on and puts you in better control. Beth believes this feature is really a strong selling point of the system.
  2. Eliminates confusion – Each customer has a Priority Matrix project which creates a single place to record all to do’s and issues that take place with the customer.
  3. Collaboration – The ability to collaborate in real time to resolve issues, complete tasks, and to discuss things proactively improves productivity and helps you get things done.
  4. Ability to find things easily – All the components dealing with a project, a client or whatever you use Priority Matrix to track can be stored in one place. This makes finding things easier and much more productive than the “folder chaos” we normally go through.
  5. Reduced e-mail clutter significantly – Because tasks and issues are handled interactively and updates are “real time”, significant amount of e-mail churn is eliminated. No more need to send e-mails back and forth to get updates on issues. This has a dual effect in that huge amounts of e-mail are eliminated plus being able to find prior correspondence is quick and easy by searching within the collaboration database. One of Beth’s quotes is, “It also means we don’t have to search through emails to find the tidbit of technical information that someone included in a discussion, but didn’t document in the product spec.”
  6. Deadlines and accountability – The ability to assign responsibility and due dates to tasks allows you to see what’s going on and anticipate things that need to get done. Beth mentioned that one of the great things was to be able to start Monday morning with the ability to all that needs to get done this week.
  7. Heat map – This feature helps you see the workload of your employees so you can make adjustments to balance workload when needed.
  8. Intuitive user interface – One of her programmers picked up the system in 10 minutes. Just a little insight makes using the system quick and easy.

Additional thoughts
Beth and her team are one year into the use of Priority Matrix and they continue to discover additional benefits as they use the system. Their initial experience appears that the system is delivering many tangible benefits and is changing the way they work so her team can become more productive and accountable as they get things done.

Discover more about PRIORITY MATRIX at:  https://appfluence.com/it-management-software/

2018 IT Manager Training Schedule

I’m excited about the training we have lined up for 2018. Take a look at the schedule to the right and click on the image to learn more about this year’s training.

GOLD MEMBERS receive new training every month plus access to over 100 recorded classes and our entire IT Manager Resources Library. Check it out at: http://itmanagerstore.com/member.

IT Manager Institute and ITBMC Program Overview

it-manager-institute-overview_start

CLICK HERE or on the image above to watch the video.

As I enter the 17th year of my company I’m excited about the emphasis on IT manager training we have planned this year. The IT Manager Institute has been a very successful program that we offer in three formats:
1. Classroom
2. Webinar
3. Online Self Study

The IT Manager Institute and ITBMC Certification Program is one of the fastest and most effective ways to develop critical IT management skills. If you want specific instruction on how to succeed and fast results, the IT Manager Institute is what you need.

The program follows a simple IT Management Process™ and provides tools and insights that can be used immediately to help IT managers of all levels achieve more™ success.

My training is practical, straightforward and to the point on how to achieve IT manager success. I teach you:
– What you need to do
– How to go about it
– Tools and examples you can use immediately

itbmcOver 1,000 IT managers from all parts of the world have attended the program in either classroom, webinar, or online Self Study with 100% positive feedback. The reason is simple: our processes and tools are practical, easy to use, and they work in the real world.

Attain ITBMC status and you will demonstrate a method of management that sets you apart from other IT managers and will help you achieve more success.

There is NO THEORY in this program. Every process and tool was created by me to help me organize, monitor and manage IT organizations in real companies. I have translated over 20 years of IT management experience into some of the most practical training for IT managers in the industry.

Check out the IT Manager Institute for yourself at:
http://itmanagerinstitute.com/training/agenda/

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Announcement – New IT Manager Training

_training-schedule-2016Our company is entering into a new phase of growth and it includes significant more focus on IT manager training.

We will deliver new training every month on a variety of topics that “help IT managers of the world achieve more success“.

Check out our Fall 2016 Schedule  —————>

MDE Enterprises, Inc.
itmanagerinstitute.com/training

2017 Schedule
will be posted soon!

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Receive 25 PDU’s for PMP Re-certification

educationTo maintain PMP status (PMI’s Project Management Professional certification), you are required to obtain 60 professional development units (PDU’s) every three years.

One of my students just told me he received 25 PDU’s after he requested PDU credit for attending the IT Manager Institute Self Study.

Here is what he received from PMI:
————————————————–
Activity Title: IT Business Manager Training and Certification 
For Credential: PMP
PDUs Approved:
— Technical: 5:00
— Leadership: 10.00
— Strategic/Business: 10.00
Total: 25.00
————————————————–
Prior to submitting his PDU request to PMI for approval, he asked me for information describing the IT Manager Institute. Below is what I sent him:

IT Manager Institute Program Overview

The IT Manager Institute provides practical processes, tools and templates to help IT managers of the world achieve more success. The program includes straightforward “how to” approaches and insights to manage IT organizations at any level more effectively. The Institute is a 25-hour program delivered in classroom, live webinar and in an online self-study program. It also includes a 5-part exam to qualify managers for IT Business Manager Certification (ITBMC) status plus bonus resources valued at over $1,000.   

 

Agenda
Session 1 – IT Manager Foundation   3 hours
Learn about the Triple Threat to IT Success™, key traits of a successful IT manager, and about the work behavior dynamics of IT employees that both help and hinder their efforts. This foundation material will help you understand “why” things happen as you learn best practices in how to manage technology resources effectively.

Session 2 – IT Assessment  3 hours
The key to success is knowing what to do and what you can do. Follow a proven formula to determine the needs and issues of your business client plus your IT organization’s capability and capacity to support the client. Only then can you develop an appropriate IT strategy. We will share an IT assessment process and tools developed to conduct over 40 company acquisition assessments and a case study will make it all very real.

Session 3 – IT Strategy  2 hours
Don’t wait to be asked, , , develop your IT strategy now and gain senior management’s respect. This step is key in aligning your IT focus with business need and objectives. We even give you tools to help you prioritize your work. Follow the steps in Sessions 2 and 3 and your IT organization is guaranteed to be in sync with your company’s needs.

Session 4 – IT Project Management  3 hours
Delivering projects successfully is the key to credibility. Use simple techniques and tools to manage projects effectively and you will separate your organization from others. Included are tools and templates that help you manage successful projects as well as project portfolio resources to communicate project status and value derived from your organization’s efforts.

Session 5 – IT Organization  1.5 hours
Build an appropriate team to support the business and start by conducting a skills inventory that defines both the skills you need on your team and what you have. Understanding this allows you to focus on the gaps to start achieving more success quicker and more reliably.

Session 6 – IT Staff Motivation & Development  1.5 hours
Learn to motivate your staff like never before, , , and with little or no money. Motivating employees doesn’t require lots of money but it does require an understanding of what motivates IT employees and how to go about it. You may not realize it but teamwork is not a natural thing or easy for most IT employees. Learn why and use a few proven techniques to start building a world class support team. A motivated staff can do powerful things and they will “walk through fire” for their manager.

Session 7 – IT Processes  1 hour
Sound processes can make all the difference in your IT organization’s productivity and success. In fact, there are key change management processes that are required to help your team deliver IT support successfully. Use our proven IT support processes to simplify your life and to boost your team’s productivity and success.

Session 8 – IT Policies and Procedures  1 hour
You may not like policies and procedures, but they can save you and your company lots of pain and reduce risk. Learn to develop simple policies that work for your company plus we will give you dozens of policies and procedures you can modify for your own use.

Session 9 – IT Budgeting  3 hours
Budgeting must become a skill of every IT manager because the key to the hearts of senior executives is the financial side of the business. A quick accounting primer gives you the basics of what you need to understand about senior management’s perspective and the tools they use to monitor a company’s financial performance. Then you will learn to use simple tools and techniques to streamline your budgeting process and develop budgets you can be highly confident in achieving. Budgeting is going to be much faster and easier with insider knowledge and tools from an experienced manager.

Session 10 – IT Asset Management  1 hour
Tracking the technology resources of your company is an important part of managing your IT support business. Get organized and keep it simple. These straightforward processes and tools will help you focus this part of your business in an effective way.

Session 11 – Technology Cost Saving Strategies  1 hour
Every company has significant cost saving opportunities, , , and your IT organization offers real leverage across the company you should take advantage of. Learn where the leverage points are and go after cost savings that more than pay for your IT Manager Institute class.

Session 12 – IT Measurements  2 hours
Key measurements can help you better understand your IT support business and improve your support focus. Learn to track and report meaningful data. Simple tools will help you show IT value and the successes you are achieving in such a simple way you will wonder why you haven’t been doing this already.

Session 13 – IT Communication  2 hours
Communicating effectively is more about knowing what to communicate and how to present it than anything else. It is one of the key skills that can literally boost your career. What’s difficult is that most IT managers aren’t strong communicators nor do they see the need to be. Use our simple techniques to improve your communication skills to start developing stronger relationships with your clients.

5-part IT Business Manager Certification (ITBMC) exam. Score 80% or better on all 5 parts to receive ITBMC certification.

BONUS IT Resources valued over $1,000

        15 books written on specific IT manager subjects

        IT Manager ToolKit with over 100 IT Manager tools and templates

        Executive Reports

        Samples of 20 Minute IT Manager training

 

Details of the IT Manager Institute Self Study are at:  http://itmanagerinstitute.com/training/self-study-program/

IT Manager Institute headed to Dubai and Accra

We have two new IT Manager Institute classes coming up:
– Dubai (May 22-24, 2016)
– Accra, Ghana (June 13-17, 2016)

Take a look at the short video for information.

2016 IT Manager Institute training schedule

Hello and Happy New Year. 2016 will be my 14th year delivering the IT Manager Institute to managers all over the world via classroom and self study. We also have open slots to deliver the program in the US and Canada when you confirm 6 or more students. Classroom events can be delivered in 3, 4 or 5 days as desired. Contact me at info@mde.net if you are interested in hosting a class for your company or community in the US or Canada.

This year, we will deliver our open classroom programs in 3-day events. The days will certainly be full in order to cover all the material, but this gives you an opportunity to save in registration fees, time and travel expenses.

Plus, we will deliver two Advanced Institute classes following two of our standard IT Manager Institute programs in Dubai (May 25-26) and the US (September 16-17). These programs are for Institute Graduates ONLY.

CLICK HERE for more information or to download a brochure.

 

1-Day “Achieve More” Seminar held in Dubai

Mike Sisco_DubaiHello from Dubai, , , I’m here to deliver the 69th IT Manager Institute that starts tomorrow. It is the 15th time we have held the program in Dubai,, , , a great venue but the 14-hour flight from Atlanta never gets any shorter.

A couple of days ago I delivered the first 1-day seminar titled, ACHIEVE MORE From Your IT Investment for a small group of managers from Saudi Arabia and UAE. The revenue is not as good as it is for a big group, but I think smaller events may be more fun in that you are able to get to know the participants more.

Below is a photo of this “inaugural event” group. It was the first of many 1-day presentations I hope to make on this topic.

2015_1-Day Achieve More EventFrom left to right:  Awad, Charbel, Khalid, Alaa, “Me”, and Manoj

It was a fun group, , , the day went by so quickly. I met Awad in last October’s IT Manager Institute he attended, , , was good to see him again. Manoj plans to attend next week’s Institute and Charbel plans to take advantage of the Self Study program.

It was a good day!

 

IT Manager Institute – 2015 Training Schedule

mike_promo2014 was a solid year with 9 more IT Manager Institute programs. We expect 2015 will also be a great year. Below is the current schedule for 2015 classes.

_Training schedule

 

 

 

 

 

 

Learn more at http://itmanagerinstitute.com/training/schedule

Preparing for next week’s IT Manager Institute class

Next week I travel to Carrollton, GA to deliver our 65th IT Manager Institute for 18 managers at Tanner Health System.

Even though I have delivered the class 64 times including six times this year, I always use a checklist to prepare for each class to insure all goes as planned.

Tanner_Class_ToDoMy Institute Class Checklist

I’m a big believer in tools and templates for three simple reasons:

  1. Makes it easier
  2. Improves quality
  3. Reduces stress

Makes it easier
Probably my primary reason to develop any tool is to make work easier. I remember the first time I delivered an IT Manager Institute, , , there was a lot of last minute effort to pull it all together. Today, it’s so much simpler and easier with a checklist.

Improves quality
Tools like my IT Manager Institute To Do List shown above help insure everything is done to prepare or complete a project. I never show up at a class and find that I have “missed something we need to deliver the program successfully” if I have checked off each of the items on the list.

Reduces stress
I didn’t realize the benefit tools have in “reducing stress” early in my career, but now I fully understand that making work easier and insuring the work will be complete is a tremendous stress reducer.  As they say in Australia, “No worries!”.

The Institute To Do List above includes anything from insuring I pack my passport and the appropriate electrical adapter for an overseas trip to putting clothes in the cleaners and getting a haircut. I also insure certain things are done with “time to spare” by listing completion time frames weeks ahead of the event.

I print an Institute To Do List and put it in my class folder for every class I schedule. It saves time preparing, , , makes it easier, , , eliminates every bit of stress, , , and guarantees I show up ready to go.

IT Manager ToolKitMy IT Manager ToolKit contains more than 100 tools and templates that were developed to help me manage and monitor IT organizations. Learn more.