| Topic | Presenter | Summary | Duration | Tags | Certification Quiz | Captions |
| --------------------------------------------- | ------------- | ----------------------------------------------------------------------- | -------- | ------------------------------------------------------------------------------------------------ | ------------------ | --------------------------------------------------------------------------------------------------------------------------------------- |
| General Best Practices for Clarity Employees | Garrett Reist | Garrett lays out several tips for organization, communication and more. | 53:14 | #Organization, #BestPractices, #ClarityNewHire, #Onboarding, #NewHireOnboarding, #ClarityNewHire | N/A | BestPractices_Tips_AutoGeneratedCaption.txt |00:00:04.940 --> 00:00:08.333 - There is definitely some stuff in here that I think I can I 00:00:08.333 --> 00:00:11.204 - think can definitely be helpful and I put some information out 00:00:11.204 --> 00:00:13.814 - here. I'm sure you've run through some of this, but. 00:00:15.070 --> 00:00:18.260 - Anyway, so will go through and in this one area 00:00:18.260 --> 00:00:20.812 - because my phone was covering on my notepad. 00:00:22.720 --> 00:00:24.169 - Will get that to another time so. 00:00:25.760 --> 00:00:29.959 - So some of the main tips and tricks, and the biggest one that 00:00:29.959 --> 00:00:33.189 - I can give you, especially starting out, is take notes. 00:00:34.140 --> 00:00:36.940 - Have a pattern paper with you everywhere you go. Anytime 00:00:36.940 --> 00:00:40.580 - someone says hey look into that or hey ask this person for this 00:00:40.580 --> 00:00:43.380 - or hey follow up with this person. Write that down. 00:00:44.510 --> 00:00:46.610 - And if you don't understand what you're asking that person, 00:00:46.610 --> 00:00:49.340 - what's going on, make sure you say OK now what, what? What is 00:00:49.340 --> 00:00:52.280 - my action item here? Like what? What am I doing like? Why am I 00:00:52.280 --> 00:00:57.748 - doing this? I still do this to this day and. 00:00:59.370 --> 00:01:02.241 - It's a consistent thing. Like all even beyond the call of 00:01:02.241 --> 00:01:05.112 - the developing like yeah, I have no idea what you just 00:01:05.112 --> 00:01:08.766 - said. So How do I say that so that I understand it an can 00:01:08.766 --> 00:01:11.115 - explain it to someone else and then the developers. 00:01:12.700 --> 00:01:16.620 - Wow and then they talk to me like I'm bored and I love it. 00:01:16.620 --> 00:01:19.140 - That's my favorite. That's my favorite kind of conversation. 00:01:19.140 --> 00:01:21.100 - OK, great. So now he spent 15. 00:01:23.320 --> 00:01:27.012 - Yeah, no. It like to let you know I was the least technical 00:01:27.012 --> 00:01:30.420 - person when I started this job. Yeah, if you have any questions 00:01:30.420 --> 00:01:33.260 - about how things work I'm getting pretty good at that. 00:01:33.260 --> 00:01:36.384 - Between Ben and I we have the technical sides working pretty 00:01:36.384 --> 00:01:40.076 - well. He does DNN really well and I do Seth really well. You 00:01:40.076 --> 00:01:41.212 - know the difference between 00:01:41.212 --> 00:01:46.198 - those, right? Uhm, I haven't really had gotten to know stuff 00:01:46.198 --> 00:01:51.262 - at all. Yeah, I just keep hearing the acronym and I know 00:01:51.262 --> 00:01:55.904 - it's something certain. It's our from our platforms up, but I 00:01:55.904 --> 00:02:00.968 - haven't really gotten to know it yet. Gotcha, so Seth is the 00:02:00.968 --> 00:02:02.656 - clarity E Commerce framework. 00:02:04.320 --> 00:02:07.983 - Clarity E Commerce framework and that is our uh. 00:02:09.990 --> 00:02:15.270 - E Commerce that we sell an we customize for clients. DNN is 00:02:15.270 --> 00:02:17.470 - the see Ms where Seth. 00:02:19.820 --> 00:02:23.824 - So it's just kind of like little home force, uh, stuff that we 00:02:23.824 --> 00:02:27.828 - also do a lot of DNN projects that are not E Commerce. Ben 00:02:27.828 --> 00:02:31.832 - really is the Master of those, and I kind of manage our core 00:02:31.832 --> 00:02:34.912 - products within Seth and like what are E Commerce? Product 00:02:34.912 --> 00:02:38.608 - offerings are, so if you have questions and how they work or 00:02:38.608 --> 00:02:41.996 - information in there, definitely let me know. I still jump on 00:02:41.996 --> 00:02:45.076 - calls with Clint and Daniel to go through and describe 00:02:45.076 --> 00:02:48.464 - different things to the client about how it works and why. 00:02:49.120 --> 00:02:53.416 - Cool OK yeah so that's kind of just some stuff there but. 00:02:54.100 --> 00:02:58.602 - Yeah. The biggest thing I can tell you is that just having a 00:02:58.602 --> 00:03:01.638 - note pads I just got through like 6 Seven note pads. 00:03:02.200 --> 00:03:05.056 - Since I've been at clarity, just like writing stuff down and like 00:03:05.056 --> 00:03:08.388 - OK, well I got that done. I can cross it off, yeah, and it's 00:03:08.388 --> 00:03:11.006 - been really essentially helpful for me to be in every meeting 00:03:11.006 --> 00:03:13.624 - and like I'll be typing a meeting and like writing notes. 00:03:13.624 --> 00:03:16.718 - But then I'll actually write a note on my notepad to myself so 00:03:16.718 --> 00:03:18.384 - that I don't forget to look at 00:03:18.384 --> 00:03:22.690 - that. Gotcha cool, um, defining priorities. This is kind of a 00:03:22.690 --> 00:03:26.507 - difficult one even for me to this day. But when you're 00:03:26.507 --> 00:03:31.018 - looking at a list and like when you're going to get one of 00:03:31.018 --> 00:03:35.529 - these, listen, there's going to be days. You look at it and it's 00:03:35.529 --> 00:03:40.040 - like 2 pages long of two columns. And you like, How do I 00:03:40.040 --> 00:03:41.428 - even decide what next? 00:03:42.190 --> 00:03:42.650 - Uh-huh 00:03:44.190 --> 00:03:47.336 - and they welcome, and there's going to be a lot of them. I 00:03:47.336 --> 00:03:49.514 - actually, I'm dealing with one of them today, yay. 00:03:51.290 --> 00:03:56.988 - So the way that I do this is you. I'm sure you've heard of 00:03:56.988 --> 00:04:03.093 - the 8020 rule. Yeah, well, the 8020 rule is is used in a lot of 00:04:03.093 --> 00:04:04.721 - things, but in defining 00:04:04.721 --> 00:04:06.810 - priorities. There is. 00:04:07.970 --> 00:04:09.820 - Uh, 80% of the work. 00:04:13.380 --> 00:04:15.508 - Gives 20% of results. 00:04:17.670 --> 00:04:20.100 - And 20% of the work. 00:04:23.480 --> 00:04:25.200 - 80% of the results. 00:04:27.140 --> 00:04:31.964 - So what that means is you're going to get you're going to 00:04:31.964 --> 00:04:37.190 - have a lot of menial little tasks. So for the 80% of work 00:04:37.190 --> 00:04:41.210 - that gets 20% results. It's making reports and making notes 00:04:41.210 --> 00:04:45.230 - and sending information out. Those are items that are not 00:04:45.230 --> 00:04:49.129 - necessarily. Um, items that block you from doing other tasks 00:04:49.129 --> 00:04:52.621 - or block other people from doing tasks, and so that's just kind 00:04:52.621 --> 00:04:56.695 - of doing the work that like if a client like, oh, I want this 00:04:56.695 --> 00:05:00.478 - this, this and this like OK, cool, but you need me to like 00:05:00.478 --> 00:05:04.552 - make a ticket for a developer and you need me to go in and 00:05:04.552 --> 00:05:08.626 - have a meeting with my stuff to make sure that I know what the 00:05:08.626 --> 00:05:11.827 - next steps are in this process and that they have clear 00:05:11.827 --> 00:05:16.420 - expectations from you. Um, so then you may have fewer of those 00:05:16.420 --> 00:05:20.050 - tasks, but they're bigger, but those 20% of tasks will unlock 00:05:20.050 --> 00:05:24.340 - 80% of the work for everyone else on the team. So yeah, when 00:05:24.340 --> 00:05:27.970 - I'm looking through my prior priorities, I want to I always 00:05:27.970 --> 00:05:32.740 - look at what? Can I do that gives everyone else work to do 00:05:32.740 --> 00:05:36.900 - and gets them unblocked on what they need, and then I focus on 00:05:36.900 --> 00:05:39.140 - what I just need to do myself. 00:05:41.040 --> 00:05:44.901 - 'cause I can stay late and work harder an I can get stuff 00:05:44.901 --> 00:05:48.465 - done and then just be Grouchy as hell the next day and 00:05:48.465 --> 00:05:51.732 - that's fine. Yeah, but if I'm blocking a developer and a 00:05:51.732 --> 00:05:54.999 - developer has no task to work on because I have inundated 00:05:54.999 --> 00:05:58.860 - their Sprint with a bunch of stuff and now all of a sudden 00:05:58.860 --> 00:06:00.642 - they can't do anymore, I'm like. 00:06:02.250 --> 00:06:06.579 - I'm good yeah, so I want to make sure that the information that 00:06:06.579 --> 00:06:11.241 - I'm getting to everybody in the end the task I work on 1st are 00:06:11.241 --> 00:06:15.237 - going to be things that unblock other people and open up the 00:06:15.237 --> 00:06:17.901 - opportunities for everyone else to move ahead, yeah? 00:06:18.600 --> 00:06:22.877 - So a good rule of thumb is put others 1st and remember that 00:06:22.877 --> 00:06:26.825 - doing certain tasks will help. Every once in the long run. Yes, 00:06:26.825 --> 00:06:30.444 - yeah well. And then there's a there's other times where like 00:06:30.444 --> 00:06:34.063 - you'll just have a priority task and you'll know what that 00:06:34.063 --> 00:06:38.340 - priority task is and no matter what you have to get that done 00:06:38.340 --> 00:06:42.617 - by today and it may be in this 80%, but the clients like 00:06:42.617 --> 00:06:46.565 - adamant about it, yeah, but yeah. So in saving files so when 00:06:46.565 --> 00:06:50.842 - I go in and say about like I'm actually going to save this 00:06:50.842 --> 00:06:55.720 - file. Uh, so I can show you kind of what it is, but we have a 00:06:55.720 --> 00:06:59.296 - file structure for a prefix for everything so that we kind of 00:06:59.296 --> 00:07:02.574 - understand where everything is and what when the date was in 00:07:02.574 --> 00:07:06.746 - what clients for just by looking at the name of the file in the 00:07:06.746 --> 00:07:10.918 - system. So when you go in you can save as. I'm just going to 00:07:10.918 --> 00:07:12.408 - say this to my desktop. 00:07:16.700 --> 00:07:23.658 - And I'm gonna name this 2020 so it's the year .05 the month and 00:07:23.658 --> 00:07:26.640 - .21 today and then this is. 00:07:27.650 --> 00:07:31.160 - Uh. Meaning as well, I'm gonna call it 'cause you normally 00:07:31.160 --> 00:07:32.290 - put the clients acronym there. 00:07:33.830 --> 00:07:36.449 - You have a whatever it needs to be, and. 00:07:40.030 --> 00:07:43.865 - So this is what's going to be important in making sure that we 00:07:43.865 --> 00:07:47.405 - have all of the information in a standard format, and then when 00:07:47.405 --> 00:07:51.240 - you go in and like have agendas and you have like it's project 00:07:51.240 --> 00:07:55.075 - update meeting is the name of the file you're going to have 80 00:07:55.075 --> 00:07:59.205 - of those sitting in a folder and you're like, Oh God, how do we 00:07:59.205 --> 00:08:03.040 - even figure out what this is? This helps you go in and just 00:08:03.040 --> 00:08:06.580 - change couple of numbers and that's all you need to do to 00:08:06.580 --> 00:08:10.710 - save a new file and know exactly where it is, exactly what it is. 00:08:10.840 --> 00:08:12.744 - Or and then not have to sift 00:08:12.744 --> 00:08:15.110 - through. Hundreds of 00:08:16.050 --> 00:08:18.975 - uh, files. Just find the information you're looking for. 00:08:19.760 --> 00:08:22.260 - That makes sense. Yeah, 100%. 00:08:23.490 --> 00:08:27.117 - Um, so that's there. Be biggest. The biggest, uh, help I can give 00:08:27.117 --> 00:08:31.023 - you is to ask questions. I ask questions at to the point that I 00:08:31.023 --> 00:08:34.929 - annoy the ever living hell out of people and I do it on purpose 00:08:34.929 --> 00:08:38.556 - because I want to make sure that I know because if I'm wrong 00:08:38.556 --> 00:08:42.462 - about something I want to say no, this is what you told me to 00:08:42.462 --> 00:08:46.368 - do. And these are the notes I took about it. And why did you 00:08:46.368 --> 00:08:50.446 - lie to me? Again, probably not a best practice, but something. 00:08:52.030 --> 00:08:57.100 - Uhm, but the best questions to ask and to a client or internal, 00:08:57.100 --> 00:09:00.220 - especially if it's management. What are my priorities? 00:09:01.930 --> 00:09:06.018 - And it's good to define that for yourself as well as if you are 00:09:06.018 --> 00:09:08.646 - working with developers. OK, well, what's the this team 00:09:08.646 --> 00:09:11.566 - members priority? Or what's my priorities are set for this 00:09:11.566 --> 00:09:14.338 - person? Because if you, especially with clients, if you 00:09:14.338 --> 00:09:16.769 - make them choose a priority Mail like, well, everything is a 00:09:16.769 --> 00:09:19.642 - priority. Think we're just going to do it at our pace and then 00:09:19.642 --> 00:09:22.515 - you will just be happy with what you get. Then they get wool. 00:09:24.030 --> 00:09:25.272 - Oh, do you want to make 00:09:25.272 --> 00:09:28.088 - priorities now? OK, that's what I thought, so will do 00:09:28.088 --> 00:09:29.762 - this first with that second will do this third. 00:09:31.380 --> 00:09:32.499 - Then with management. 00:09:33.130 --> 00:09:36.900 - It's always one of those things where you get into a meeting and 00:09:36.900 --> 00:09:40.960 - it's like drinking out of a fire hose and you have 8 action items 00:09:40.960 --> 00:09:42.700 - and you're just like, oh, uh. 00:09:43.530 --> 00:09:46.715 - That's when I go. OK, so yeah, I have this this, this, this, 00:09:46.715 --> 00:09:49.900 - this, this, this and best do. What order am I supposed to do 00:09:49.900 --> 00:09:50.880 - those in for you? 00:09:52.260 --> 00:09:55.428 - Yeah, and then that helps me figure out exactly where I'm 00:09:55.428 --> 00:09:59.460 - going, what my next steps are, and it helps me not to have to 00:09:59.460 --> 00:10:02.505 - go back. And look at this to figure out you know what it's 00:10:02.505 --> 00:10:05.300 - going to be. I'm going to make them decide my priority so I 00:10:05.300 --> 00:10:06.375 - don't have to do it. 00:10:06.950 --> 00:10:07.640 - Gotcha. 00:10:08.890 --> 00:10:12.046 - And then also, what is the deadline? Uhm, when do you need 00:10:12.046 --> 00:10:15.880 - this by? Is always a good thing to ask both clients and 00:10:15.880 --> 00:10:18.072 - management because that will help you determine your 00:10:18.072 --> 00:10:21.086 - priorities as well to make sure that your meeting the deadlines 00:10:21.086 --> 00:10:22.730 - that you need to get to. 00:10:25.380 --> 00:10:29.064 - I don't ask those questions enough and I asked him a lot. 00:10:30.990 --> 00:10:37.145 - Uh. The other thing I have is do not do not just say yes to a 00:10:37.145 --> 00:10:41.215 - client. Don't feel like you, we're not sales. We're not 00:10:41.215 --> 00:10:44.230 - customer service. We are project management. We are managing 00:10:44.230 --> 00:10:48.250 - their projects. We are not there to just make them happy where 00:10:48.250 --> 00:10:51.600 - there were there to make them successful. And sometimes that 00:10:51.600 --> 00:10:52.940 - takes ******* them off. 00:10:54.110 --> 00:10:57.663 - Uhm, but at the same time, when you're talking to a 00:10:57.663 --> 00:11:01.539 - client, they can say I need this by Friday. OK, say you 00:11:01.539 --> 00:11:02.831 - know, we cannot guarantee. 00:11:04.390 --> 00:11:07.200 - Some of our deadlines, but this is our target date. 00:11:08.680 --> 00:11:12.203 - We will target for Friday if anything comes up. We may not be 00:11:12.203 --> 00:11:13.287 - able to get it. 00:11:14.650 --> 00:11:19.234 - Mine people have is that we do not have set estimations. We're 00:11:19.234 --> 00:11:23.818 - not a fixed bit company. We do not all write these down. 00:11:38.630 --> 00:11:42.535 - Yeah, we are not. We are affected company. We do not 00:11:42.535 --> 00:11:45.730 - guarantee timelines and clarity is a shared resource company. 00:11:48.910 --> 00:11:51.700 - By that, it means that. 00:11:52.280 --> 00:11:55.129 - People are like the people working on a single project are 00:11:55.129 --> 00:11:57.978 - probably working on two or three other projects as well, so 00:11:57.978 --> 00:12:01.086 - letting a client know that up front saying hey, I'm a shared. 00:12:01.086 --> 00:12:04.194 - I have a shared resource. I had this recently at the client 00:12:04.194 --> 00:12:07.820 - would like hey I need this this, this and this and like OK just 00:12:07.820 --> 00:12:10.669 - so you know I'm a shared resource. I have nine other 00:12:10.669 --> 00:12:14.295 - clients that I need to take care of so I'm glad to get this 00:12:14.295 --> 00:12:17.403 - information for you, but I want to make sure that I'm setting 00:12:17.403 --> 00:12:19.993 - this expectation that they may not come until next week. 00:12:22.690 --> 00:12:26.036 - We need this by Friday I will get you a draft by Friday. Will 00:12:26.036 --> 00:12:27.470 - that be good enough for you? 00:12:28.290 --> 00:12:31.865 - And the answer was yes, but I did not guarantee that I'm going 00:12:31.865 --> 00:12:35.440 - to get you what you wanted by Friday I will get you something 00:12:35.440 --> 00:12:39.015 - by Friday, yeah, but it's always a good thing if you don't know 00:12:39.015 --> 00:12:42.865 - exactly what all is going on, it's it's very easy to say for a 00:12:42.865 --> 00:12:45.615 - project manager. You know. I'm not sure about all the 00:12:45.615 --> 00:12:48.640 - requirements on that, but I'm glad to get more information to 00:12:48.640 --> 00:12:52.490 - you. Yeah, let me get in touch with my team. Let me figure out 00:12:52.490 --> 00:12:56.340 - what's going on and then I will get that to you. I will target 00:12:56.340 --> 00:12:58.265 - to have an answer for you by. 00:12:58.360 --> 00:13:01.779 - This date and then that answer might be hey, we have a meeting 00:13:01.779 --> 00:13:04.672 - set up at this time and then that's where we'll actually 00:13:04.672 --> 00:13:07.565 - figure this out and I'll get more information for you, Yeah? 00:13:08.690 --> 00:13:11.340 - So sometimes that irritates clients, but at the same time, 00:13:11.340 --> 00:13:13.460 - as long as you're communicating with him and 00:13:13.460 --> 00:13:16.110 - letting them know it's way easier to irritate them, then 00:13:16.110 --> 00:13:19.290 - then it is to have them like three days later. Like you 00:13:19.290 --> 00:13:22.735 - said, you're going to get this thing like you know I said I 00:13:22.735 --> 00:13:25.915 - would get you an answer right now. It gives you an answer 00:13:25.915 --> 00:13:29.095 - and then you didn't get him an answer. And then there like 00:13:29.095 --> 00:13:31.215 - freaking out. Yeah, I've always better just to. 00:13:32.820 --> 00:13:36.156 - You know, give them an answer they don't like, then no answer 00:13:36.156 --> 00:13:41.260 - at all, yeah. A great if they're like, well, we need this done. 00:13:41.260 --> 00:13:46.244 - OK, well let me look into that and get back to you because that 00:13:46.244 --> 00:13:50.872 - may be out of scope. That may need a change. Request that you 00:13:50.872 --> 00:13:54.076 - know. That requirement may interrupt with parts of the 00:13:54.076 --> 00:13:57.280 - platform that would cause a major customization, but it's 00:13:57.280 --> 00:14:00.484 - really strange and especially on stuff projects, the e-commerce 00:14:00.484 --> 00:14:04.400 - projects is we do those with a customized format, so we 00:14:04.400 --> 00:14:08.316 - actually change our source code to allow distances with a with. 00:14:08.400 --> 00:14:12.200 - Unique business models to have an in Commerce platform that 00:14:12.200 --> 00:14:16.000 - works for them. That's our bread and butter. That's what 00:14:16.000 --> 00:14:19.800 - we started with and that's why clarity is around. Because 00:14:19.800 --> 00:14:23.220 - because we offer a customized platform for a typical 00:14:23.220 --> 00:14:23.980 - business practices. 00:14:25.360 --> 00:14:29.562 - And so when we change things in our system and make 00:14:29.562 --> 00:14:30.708 - customizations and adaptations. 00:14:31.600 --> 00:14:34.040 - It's very likely sometimes that 00:14:34.040 --> 00:14:38.710 - are changes. Will not allow her. Will make changes in other parts 00:14:38.710 --> 00:14:41.509 - of the platform that aren't seen. So regressions are 00:14:41.509 --> 00:14:45.241 - something that do happen and we try to prevent those. All we 00:14:45.241 --> 00:14:48.662 - can. But in the end, if the client requested something and 00:14:48.662 --> 00:14:53.016 - said Hey we want this change, we can say OK, well, this is what 00:14:53.016 --> 00:14:56.437 - we're estimating for the change. But this might also affect this, 00:14:56.437 --> 00:15:00.169 - this and this. And then when they come back in like, well, 00:15:00.169 --> 00:15:03.590 - this isn't working. Yeah, we told you that might happen. So 00:15:03.590 --> 00:15:06.389 - here's your new change. Request to get that fixed. 00:15:06.810 --> 00:15:10.050 - And it's always good to speak honestly and clearly to all of 00:15:10.050 --> 00:15:13.830 - your clients to say if you don't know it's OK to say I don't 00:15:13.830 --> 00:15:17.610 - know. I'm not 100% sure. Let me go back with the team and find 00:15:17.610 --> 00:15:22.070 - out. Yeah, there's nothing wrong with saying that on a call Ann. 00:15:22.070 --> 00:15:25.370 - If the client gets irritated about you saying that, say, OK, 00:15:25.370 --> 00:15:29.270 - well I can give you an answer, but if that answer is wrong, 00:15:29.270 --> 00:15:33.170 - would you prefer me to correct it, or would you prefer me to 00:15:33.170 --> 00:15:37.070 - get the correct answer the first time? Do not feel like you are 00:15:37.070 --> 00:15:40.670 - pressured in a corner and have to give an answer. Yeah, it's 00:15:40.670 --> 00:15:44.870 - almost like you have to tell me if this will be done by Friday. 00:15:44.870 --> 00:15:48.770 - I didn't say I am not allowed with my with my job here. 00:15:48.770 --> 00:15:51.469 - Clarity. I am not allowed by management to guarantee a 00:15:51.469 --> 00:15:53.979 - timeline. If you would like to talk to management with 00:15:53.979 --> 00:15:56.489 - about it an escalate that to get a guaranteed timeline 00:15:56.489 --> 00:15:59.501 - that would have to come from then would you like me to 00:15:59.501 --> 00:16:01.007 - set up a meeting with them? 00:16:02.760 --> 00:16:06.413 - I don't feel that I'm like no, I said no. When people like, 00:16:06.413 --> 00:16:09.785 - well, we don't think we should pay for that. OK that's fine, 00:16:09.785 --> 00:16:12.876 - but as the time in materials company I'm required to make 00:16:12.876 --> 00:16:15.967 - sure that everything is logged the project for all work that 00:16:15.967 --> 00:16:17.372 - is done within our company. 00:16:18.750 --> 00:16:23.118 - Thanksgiving and I do not have the power or the ability to the 00:16:23.118 --> 00:16:26.814 - authority to grant any credits. If you want any credits, you're 00:16:26.814 --> 00:16:30.846 - going to have to go through management and I can plead your 00:16:30.846 --> 00:16:34.878 - case with them, but there is no way guaranteed. And if they're 00:16:34.878 --> 00:16:37.902 - given there a goodwill credit from clarity's, they're not 00:16:37.902 --> 00:16:39.582 - there. Something that we give. 00:16:40.260 --> 00:16:41.990 - And we could take away. 00:16:42.560 --> 00:16:45.170 - Those those are the hardest things to talk about clients 00:16:45.170 --> 00:16:48.563 - with, but they are the get it in your head where type of 00:16:48.563 --> 00:16:51.173 - materials company. I am not allowed to make any credits. 00:16:51.173 --> 00:16:54.305 - Yeah I will have to go to management and then they will 00:16:54.305 --> 00:16:57.437 - have to decide. Don't even let them think that has anything to 00:16:57.437 --> 00:17:01.613 - do with you. It's all I can tell me what you want. Do you want me 00:17:01.613 --> 00:17:03.440 - to set up a meeting with them? 00:17:04.440 --> 00:17:07.185 - They're asking to do some outside of business practice. 00:17:07.185 --> 00:17:10.540 - That's a management decision. Let me set up that. So next 00:17:10.540 --> 00:17:14.200 - thing on The thing is just kind of like scheduling meetings and 00:17:14.200 --> 00:17:16.335 - going through that information for scheduling internals. 00:17:17.900 --> 00:17:22.229 - You been set up so that you can see other team members calendars 00:17:22.229 --> 00:17:26.225 - yet? Yeah, I've uh, I've just been like adding people one by 00:17:26.225 --> 00:17:28.223 - one so I can see it. 00:17:29.760 --> 00:17:33.634 - OK, so you're just kind of sending the stuff so you can see 00:17:33.634 --> 00:17:35.124 - it and modify it, yeah? 00:17:35.970 --> 00:17:39.012 - Great then that is the whole thing that I 00:17:39.012 --> 00:17:40.702 - don't have to do, yay. 00:17:42.630 --> 00:17:45.254 - Do you have the teams meeting plugin installed? 00:17:46.850 --> 00:17:52.050 - Up in outlook, yes, I think so. It's like when you create the 00:17:52.050 --> 00:17:57.650 - meeting and you just there, like the icon that pops up so you can 00:17:57.650 --> 00:18:00.050 - make it a teams meeting. Yeah, 00:18:00.050 --> 00:18:05.052 - so. Oh, I'm trying to get it and it's going out on my screen. But 00:18:05.052 --> 00:18:08.471 - yeah, this one right here said you can just set up and clicking 00:18:08.471 --> 00:18:10.575 - that there's a teams meaning that automatically populates. 00:18:10.575 --> 00:18:11.890 - Yeah I have that great. 00:18:12.680 --> 00:18:14.906 - Does that says you so much time? 00:18:16.610 --> 00:18:19.548 - A man, let's see. And you know how to set up the difference. 00:18:19.548 --> 00:18:20.678 - Trina recurring in a singular 00:18:20.678 --> 00:18:24.602 - meeting, I'm guessing. Uhm, I think so, unless it might have 00:18:24.602 --> 00:18:29.226 - changed. I haven't had to do it yet, so if you do need to set up 00:18:29.226 --> 00:18:32.405 - a recurring meeting, there is a recurrence thing right here, so 00:18:32.405 --> 00:18:36.451 - you can click on that and then you can set up the data for 00:18:36.451 --> 00:18:41.270 - their. Cool, OK, that works. One note on this. I do 00:18:41.270 --> 00:18:43.120 - usually do no end date. 00:18:44.460 --> 00:18:47.952 - Salute an Nate which I never have had a client with an 00:18:47.952 --> 00:18:50.862 - absolute and unfortunately but I see you can set those 00:18:50.862 --> 00:18:53.190 - up and then get that information in there. 00:18:54.850 --> 00:18:57.479 - But yeah, if you have an end date sometimes, like projects 00:18:57.479 --> 00:19:00.347 - will go along and then after 25 occurrences then the 26 degrees 00:19:00.347 --> 00:19:03.215 - that you don't have a meeting and you put it on your 00:19:03.215 --> 00:19:05.605 - calendar. and I definitely didn't do that once it was 00:19:05.605 --> 00:19:05.844 - terrible. 00:19:10.130 --> 00:19:13.850 - Yeah it was. It was bad client was purchased a. 00:19:14.570 --> 00:19:18.330 - So I'm a scheduling assistant. Have you scheduled meetings with 00:19:18.330 --> 00:19:19.834 - multiple team members yet? 00:19:20.820 --> 00:19:22.780 - Uhm, I have yes. 00:19:24.830 --> 00:19:29.594 - Viewers or the the schedule viewer or what it what it was 00:19:29.594 --> 00:19:30.785 - gone scheduling assistant. 00:19:32.410 --> 00:19:36.310 - Assistant OK, so if you are doing this and I'm 00:19:36.310 --> 00:19:40.600 - adding you in here and I'm gonna show it, example of 00:19:40.600 --> 00:19:42.160 - someone that's really hot. 00:19:44.470 --> 00:19:49.030 - Chris Roddick you can go in and you can actually see on their 00:19:49.030 --> 00:19:52.541 - calendar. When they're available, which Chris Redick is 00:19:52.541 --> 00:19:56.094 - just never available. Yeah, I'm like 4 months in advance like 00:19:56.094 --> 00:19:57.386 - he's I don't know. 00:19:58.050 --> 00:19:59.814 - Some famous hair salon studio or 00:19:59.814 --> 00:20:03.658 - so. But anyway, so you can actually see where everyone's 00:20:03.658 --> 00:20:07.278 - meetings are and what is available. So if you're looking 00:20:07.278 --> 00:20:12.708 - for a time that you want to make sure that you can get all of 00:20:12.708 --> 00:20:16.690 - these people on board, like for Chris Reddick, you know you 00:20:16.690 --> 00:20:21.396 - might need to wait until 9:30 on Wednesday. But oh, wait, I'm not 00:20:21.396 --> 00:20:25.740 - available then. So then you gotta go back over. And this is 00:20:25.740 --> 00:20:30.084 - the worst part of trying to schedule. Yeah, OK, so 1:30 on 00:20:30.084 --> 00:20:33.990 - Tuesday. Great, we can do that sometimes that's how you have 00:20:33.990 --> 00:20:36.278 - to schedule meetings. Just because I there, especially 00:20:36.278 --> 00:20:39.996 - Chris and Kevin get bogged down with a lot of meetings. Some of 00:20:39.996 --> 00:20:43.714 - the other managers Eric and CB get that way as well so that 00:20:43.714 --> 00:20:48.004 - this is a good tool to help you go in. and I don't use it 00:20:48.004 --> 00:20:51.436 - enough. I'm supposed to use it better than I do, and sometimes 00:20:51.436 --> 00:20:54.868 - I just scheduled meetings and feel like I have a meeting. I'm 00:20:54.868 --> 00:20:58.300 - like I should have seen that, but I didn't. 'cause I'm trash, 00:20:58.300 --> 00:20:58.872 - it's fine. 00:21:00.610 --> 00:21:04.458 - Yeah, that's a good way to go through and just see to make 00:21:04.458 --> 00:21:07.418 - sure that everyone that you're scheduling the meeting board can 00:21:07.418 --> 00:21:08.602 - be available. OK, cool. 00:21:09.480 --> 00:21:13.242 - A scheduling meetings for Kevin and Chris. Is anyone been over 00:21:13.242 --> 00:21:14.268 - this with you? 00:21:14.840 --> 00:21:19.592 - I think Daniel showed me at least Chris is calendar. How the 00:21:19.592 --> 00:21:22.760 - idea ideal situation program is have all red? 00:21:23.350 --> 00:21:27.266 - Uhm, and then the green is tentative yet or yellow is 00:21:27.266 --> 00:21:31.538 - tentative. Missed an blue is for like review meeting so the one 00:21:31.538 --> 00:21:36.522 - thing you want to do on here and I changed some of these that 00:21:36.522 --> 00:21:39.726 - they were weren't correct so we could fix them. 00:21:41.060 --> 00:21:44.564 - Is the air so in air this is yellow meeting and yellow 00:21:44.564 --> 00:21:48.068 - meetings need to be show as free since the yellow meaning he 00:21:48.068 --> 00:21:51.572 - doesn't need to be there so there is fired meeting. Then it 00:21:51.572 --> 00:21:55.660 - kinda like you can kind of see how the bar changed on the far 00:21:55.660 --> 00:21:57.412 - left side there at the meeting. 00:21:58.840 --> 00:22:03.390 - Early review over Patrick. Yeah, you gonna need to be there so I 00:22:03.390 --> 00:22:06.190 - usually don't send the invite the response but. 00:22:07.580 --> 00:22:11.672 - And then you'll see there's a solid bar here. If there's a 00:22:11.672 --> 00:22:15.764 - bars on the left side that are kind of buried, then that 00:22:15.764 --> 00:22:18.833 - means he's tentative, which we don't like him having 00:22:18.833 --> 00:22:22.243 - tentative on his calendar because he's not going to show 00:22:22.243 --> 00:22:24.289 - up if it's tentative anyway, OK. 00:22:25.670 --> 00:22:29.330 - But then I it gives them. It gives everyone an idea of 00:22:29.330 --> 00:22:32.075 - making sure they have the right information there so. 00:22:33.250 --> 00:22:36.198 - Uhm, this is from yesterday, so like he was in the 00:22:36.198 --> 00:22:38.610 - documentation meeting I did not accept that. That's my 00:22:38.610 --> 00:22:38.878 - fault. 00:22:40.030 --> 00:22:44.398 - So there's any screwed that up again, so and then you just kind 00:22:44.398 --> 00:22:48.430 - of go through like the working session with you then this can 00:22:48.430 --> 00:22:52.462 - be, uhm, yeah. We're definitely going to do that and accept and 00:22:52.462 --> 00:22:54.142 - do not send a response. 00:22:55.370 --> 00:22:59.918 - If there's a recurring meeting he's needing to be in, you can 00:22:59.918 --> 00:23:01.813 - schedule those two like the 00:23:01.813 --> 00:23:06.320 - Sprint planning. When you go out, you can accept and then you 00:23:06.320 --> 00:23:09.389 - have the occurrence and the series, so you can accept both 00:23:09.389 --> 00:23:13.574 - or or not. If you need to. So if he's not regularly needed in the 00:23:13.574 --> 00:23:16.922 - Sprint Planning, but then like for this right now, we do need 00:23:16.922 --> 00:23:18.875 - you. You can change that on an 00:23:18.875 --> 00:23:20.880 - individual basis. OK. 00:23:24.080 --> 00:23:28.601 - And so there's that I'm the same thing with Kevin's calendar. 00:23:29.530 --> 00:23:31.843 - They're trying to make it so both of them. 00:23:34.560 --> 00:23:38.485 - Have the red, yellow and 00:23:38.485 --> 00:23:41.790 - blue. Set up OK. 00:23:43.010 --> 00:23:47.399 - It's not working and not every not everyone's doing it like 00:23:47.399 --> 00:23:52.586 - kinda screwed it up but uh, yeah. So how do you change the 00:23:52.586 --> 00:23:54.182 - color on their calendars? 00:23:54.870 --> 00:24:00.810 - So you right click yeah, and then you go to the categorise. 00:24:00.810 --> 00:24:03.780 - Oh the colours there OK cool. 00:24:04.770 --> 00:24:08.070 - Nice, I was like how is everyone doing this? Sending 00:24:08.070 --> 00:24:12.030 - the invites? How do they make it a certain color so that 00:24:12.030 --> 00:24:15.990 - helps a lot. Yeah, great look at me and being helpful and 00:24:15.990 --> 00:24:16.320 - stuff. 00:24:17.910 --> 00:24:23.480 - This is great. I'm loving this alright? Um, external meetings. 00:24:23.480 --> 00:24:25.151 - Uhm usually I. 00:24:25.890 --> 00:24:30.080 - Um? If there's a meeting with, uh, with external clients or 00:24:30.080 --> 00:24:32.951 - Whatnot, you want to make sure first that everyone can be 00:24:32.951 --> 00:24:35.561 - available and you can do that using the scheduling assistant 00:24:35.561 --> 00:24:38.693 - like I showed. You just wanna make sure that everyone is going 00:24:38.693 --> 00:24:41.303 - to be available, and if someone's not going to be 00:24:41.303 --> 00:24:44.174 - available in the timeline there looking for, you can say, hey, 00:24:44.174 --> 00:24:47.567 - I'm sorry I can't get a meeting with Chris Radick at this time, 00:24:47.567 --> 00:24:50.960 - but I can get Kevin on the line if that will be OK. 00:24:52.380 --> 00:24:55.278 - Sometimes that you have to make adjustments like that, 00:24:55.278 --> 00:24:58.176 - but I usually just give clients like three options. 00:24:59.660 --> 00:25:03.286 - See this time this time are this time next week. Which one do you 00:25:03.286 --> 00:25:06.394 - want? I don't say Oh given like nine options than thinking that 00:25:06.394 --> 00:25:09.502 - they could pick like two or three. I'm like no, that's not 00:25:09.502 --> 00:25:12.092 - how this works. We're not playing that game, not today. 00:25:13.720 --> 00:25:18.730 - Um? So yeah, that's kind of how I do that, um? 00:25:19.780 --> 00:25:22.750 - Always adding comments into the meeting request so that meeting 00:25:22.750 --> 00:25:26.017 - invitation is understood. This is something that I do with my 00:25:26.017 --> 00:25:27.799 - client meetings as well as my 00:25:27.799 --> 00:25:31.150 - internal meetings. And so for example. 00:25:32.780 --> 00:25:35.673 - The document we had so meeting was requested by Chris Roddick 00:25:35.673 --> 00:25:38.303 - during 5 Seven core focus being to review documentation. Next 00:25:38.303 --> 00:25:39.618 - steps for crystal and Kyle. 00:25:40.630 --> 00:25:43.690 - Alright, so then, if anyone's like well, why am I in this 00:25:43.690 --> 00:25:46.750 - meeting? Oh wait, I was in the core focus meeting and then 00:25:46.750 --> 00:25:49.555 - that's OK. Now I remember why we're doing this, and that's 00:25:49.555 --> 00:25:51.850 - really helpful for management because they don't remember all00:25:51.850 --> 00:25:55.165 - the time what they actually ask for. So like you'll be like, OK? 00:25:55.165 --> 00:25:57.460 - I'm going to schedule this meeting like why you're 00:25:57.460 --> 00:26:00.010 - scheduling that meeting 'cause you told me too. And they're 00:26:00.010 --> 00:26:04.090 - like why? I don't know why you told me to do it. I just did it. 00:26:04.880 --> 00:26:07.240 - OK well can we move it? Yes, it's your meeting. 00:26:07.240 --> 00:26:08.420 - You do what you want. 00:26:10.730 --> 00:26:15.234 - Um, adding files, screenshots and agendas to meetings. 00:26:16.330 --> 00:26:21.582 - So when you're going in, if you're going, if I was going to 00:26:21.582 --> 00:26:25.218 - add in a meeting invitation or something for cat. 00:26:26.410 --> 00:26:27.946 - I can open just the one. 00:26:31.660 --> 00:26:32.010 - No. 00:26:34.880 --> 00:26:39.620 - And you can add in an individual meeting or an 00:26:39.620 --> 00:26:42.464 - individual attachment into this meeting invitation. 00:26:44.270 --> 00:26:48.164 - And when you send the update, you'll have two options, right? 00:26:48.164 --> 00:26:51.350 - I'm think I can cancel that Slimming. Oh books. 00:26:52.050 --> 00:26:56.236 - Oh no, oh I'm gonna get there. 00:26:57.780 --> 00:26:58.830 - To address that. 00:27:00.630 --> 00:27:02.358 - I was a drug. 00:27:03.780 --> 00:27:05.748 - I'm gonna pull that up again. 00:27:08.210 --> 00:27:09.596 - And we're going to delete this. 00:27:10.460 --> 00:27:11.620 - Remember attachment? 00:27:15.040 --> 00:27:18.433 - So if I add someone else in there, then I can send update 00:27:18.433 --> 00:27:21.304 - and then it will say updates to added or deleted attendees 00:27:21.304 --> 00:27:24.436 - are all attendees. I want to make sure to Add all attendees 00:27:24.436 --> 00:27:27.568 - and then you're just going to be invited to the meeting. You 00:27:27.568 --> 00:27:31.483 - don't have to go to OK, cool, no way you can kind of see how 00:27:31.483 --> 00:27:33.832 - that works and I didn't just screw everything up. 00:27:35.590 --> 00:27:36.430 - Um? 00:27:37.810 --> 00:27:41.554 - So and you can add like if you're going to be discussing 00:27:41.554 --> 00:27:44.986 - files like a mapping document or data files or anything like 00:27:44.986 --> 00:27:48.418 - that, you can add those into the meeting invitation. The project 00:27:48.418 --> 00:27:51.850 - status reports anything like that. You can add those into the 00:27:51.850 --> 00:27:54.658 - individual meeting for that meeting, so then the client 00:27:54.658 --> 00:27:58.402 - knows what they're looking at an you can look at the information 00:27:58.402 --> 00:28:02.770 - you don't have to like pull it up, they can pull and then look 00:28:02.770 --> 00:28:06.202 - at it. They can pull it up beforehand and then make 00:28:06.202 --> 00:28:08.074 - comments on it as you go. 00:28:08.540 --> 00:28:11.704 - Good to give them a heads up just that they kind of are on 00:28:11.704 --> 00:28:14.642 - the same page and it let's them feel a little more in control 00:28:14.642 --> 00:28:15.772 - and I've gotten really good 00:28:15.772 --> 00:28:17.580 - success with that. Cool. 00:28:19.070 --> 00:28:20.890 - The importance of agendas. 00:28:21.880 --> 00:28:26.209 - Now we work in a company of people that will throw a meeting 00:28:26.209 --> 00:28:28.540 - off for 15 minutes for a pun. 00:28:30.970 --> 00:28:33.510 - You're gay, you're like I'm not kidding like there's so 00:28:33.510 --> 00:28:36.812 - many times run kind of a just a hateful ***** and I'm like 00:28:36.812 --> 00:28:40.114 - so yeah we need to talk about what we actually came to this 00:28:40.114 --> 00:28:42.654 - meeting for. And then Chris Red Eye glasses like things 00:28:42.654 --> 00:28:43.924 - are creepers on truck thanks. 00:28:46.160 --> 00:28:49.566 - But here's the thing. I'm also one of the planners, so I can't 00:28:49.566 --> 00:28:51.924 - help it if I find if I hear a 00:28:51.924 --> 00:28:55.706 - good one so. With this information and I just want 00:28:55.706 --> 00:28:58.838 - to make sure that you are adding agendas N. 00:29:01.010 --> 00:29:01.940 - Possible. 00:29:03.850 --> 00:29:06.378 - Try to send agendas 24 hours in advance. 00:29:09.140 --> 00:29:12.140 - I tell you, I almost never do that. 00:29:13.570 --> 00:29:15.934 - But it is a really important thing, and it's really good to 00:29:15.934 --> 00:29:18.495 - do, because then it gives the client plenty of time to look at 00:29:18.495 --> 00:29:21.056 - it like hey, so I thought we're going to talk about this, this 00:29:21.056 --> 00:29:22.238 - and this and like, Oh well. 00:29:22.980 --> 00:29:26.750 - Well, it on the end, sure, let's talk about that too. Yeah, but 00:29:26.750 --> 00:29:29.940 - then it gives the client a little bit of clarity and 00:29:29.940 --> 00:29:32.550 - understanding. And then there's something that you know. Maybe 00:29:32.550 --> 00:29:36.610 - some people don't need to be on the meaning they can go work on 00:29:36.610 --> 00:29:40.670 - other things and they don't need to be a part of that meeting. So 00:29:40.670 --> 00:29:43.280 - when you're setting up recurring meetings for clients, some 00:29:43.280 --> 00:29:46.470 - things you need to do, like make sure you keep your. 00:29:48.640 --> 00:29:53.106 - Calendar in mind, not don't do what I did and just say Oh yeah, 00:29:53.106 --> 00:29:56.296 - we can definitely do Thursdays every other week. 'cause that's 00:29:56.296 --> 00:30:00.124 - how I got standard calibration at 8:30 and I got court product. 00:30:00.260 --> 00:30:05.044 - See you at 11 and I got cat at 2:00 and then I got called focus 00:30:05.044 --> 00:30:08.632 - at three and that's every other Thursday for me. And that's my 00:30:08.632 --> 00:30:09.828 - fault for allowing that. 00:30:11.700 --> 00:30:14.010 - I hate every other Thursday. 00:30:15.390 --> 00:30:20.580 - Now, but at the same time I do get a lot of stuff that on 00:30:20.580 --> 00:30:23.694 - Thursday usually and usually Fridays. I'm like God ready 00:30:23.694 --> 00:30:28.192 - for a beer about right here in the middle of training. So war 00:30:28.192 --> 00:30:29.230 - room. Oh yeah. 00:30:30.500 --> 00:30:32.680 - Oh yeah, the war room that's actually Kevins office back 00:30:32.680 --> 00:30:33.770 - at the office we call. 00:30:35.540 --> 00:30:37.016 - And Chris is office is the 00:30:37.016 --> 00:30:41.074 - command center. OK, nice, just show you how different 00:30:41.074 --> 00:30:42.340 - their personalities are. 00:30:45.280 --> 00:30:48.844 - You usually want to try to set up biweekly meetings for your 00:30:48.844 --> 00:30:52.705 - clients, and then that would be so every other week you have a 00:30:52.705 --> 00:30:55.081 - meeting if they're wanting weekly meetings, it's important 00:30:55.081 --> 00:30:58.645 - to say we can definitely do that, but that wasn't in your 00:30:58.645 --> 00:31:01.912 - original budget and we will need to increase your meeting times 00:31:01.912 --> 00:31:05.773 - and your PM time if we're going to be doing that. OK, that's 00:31:05.773 --> 00:31:09.337 - usually when they go. Oh well, maybe weekly is what we need, 00:31:09.337 --> 00:31:11.416 - and I'm like, dude, I am right. 00:31:13.790 --> 00:31:16.670 - So that's one thing, and then also just keep in mind the 00:31:16.670 --> 00:31:19.310 - days that you're scheduling so that you don't pull me and 00:31:19.310 --> 00:31:21.950 - every other Thursday you want to throw things at the wall. 00:31:24.340 --> 00:31:27.008 - And working with management. 00:31:28.590 --> 00:31:30.000 - Management that always remember everything then 00:31:30.000 --> 00:31:31.645 - 'cause they say they're going to do. 00:31:32.910 --> 00:31:35.605 - Gonna be honest with you. I really wish they would. They 00:31:35.605 --> 00:31:38.545 - would start up with here and be light and make sure you 00:31:38.545 --> 00:31:40.995 - take your notes and you have this out with you. 00:31:43.620 --> 00:31:45.985 - I can almost eidetic memory, but he almost always forgets things 00:31:45.985 --> 00:31:48.780 - for me. That's why my hey, so you said you would do this. 00:31:50.070 --> 00:31:52.716 - 'cause like selective memory almost not select. Maybe he's 00:31:52.716 --> 00:31:56.244 - just for getting me. That's what it is. Oh my God Sam, 00:31:56.244 --> 00:31:57.420 - you figured it out. 00:31:58.700 --> 00:32:02.000 - Yes, me and throwing a fit easiest pets. He seemed 00:32:02.000 --> 00:32:05.300 - pleased to live together. You see me very bad sport. 00:32:07.130 --> 00:32:11.575 - Yeah, so proactive communication is the key. 00:32:12.300 --> 00:32:14.951 - That is how you get the best results out of Management. 00:32:16.720 --> 00:32:20.332 - And then so if you see a potential risk on your project, 00:32:20.332 --> 00:32:23.643 - hey, they're asking for this. I think they were expecting this. 00:32:23.643 --> 00:32:25.148 - How do I mitigate this? 00:32:25.840 --> 00:32:29.063 - Talking to them in advance, they can, like Kevin, can jump 00:32:29.063 --> 00:32:32.286 - on a combat. Hey, so there's some confusion here. You're in 00:32:32.286 --> 00:32:35.216 - here, so let's get, let's bring this together. Let's see 00:32:35.216 --> 00:32:37.853 - what we're doing. It's always way better and easier. 00:32:39.510 --> 00:32:42.426 - The handler risk before it becomes an issue, so 00:32:42.426 --> 00:32:45.018 - you know the downstream risks and issues, right? 00:32:46.410 --> 00:32:49.530 - Uh, a recipe like prior right? Like yeah yes, yes it hasn't 00:32:49.530 --> 00:32:52.390 - happened yet, but it could happen in an issue. Is it 00:32:52.390 --> 00:32:54.990 - happened? Yeah so yeah, just making sure you're saying hey, 00:32:54.990 --> 00:32:57.590 - this is something that I'm worried about. This is something 00:32:57.590 --> 00:33:00.450 - that's going on. I'm almost annoying about it, like hey, I 00:33:00.450 --> 00:33:03.830 - don't know if this will be an issue or not, but this is 00:33:03.830 --> 00:33:06.690 - something that's coming on and then they'll be like, OK, well 00:33:06.690 --> 00:33:10.070 - let me know when that happens I'm I'm telling you now. So that 00:33:10.070 --> 00:33:13.450 - way when it happens like well, why didn't you tell me that I 00:33:13.450 --> 00:33:17.090 - did at this meeting at this time? This is what I said to you 00:33:17.090 --> 00:33:18.910 - and this is what you told me. 00:33:19.380 --> 00:33:21.811 - Yeah and then then then then they roll their eyes. It 00:33:21.811 --> 00:33:24.021 - means like fine, let's just fix it. I'm like, yeah. 00:33:25.960 --> 00:33:29.150 - Uh, if you, uh, if you have something that's concerning in 00:33:29.150 --> 00:33:32.920 - the clarity process. Hey, I don't know how to do this, and I 00:33:32.920 --> 00:33:36.980 - think that this is an issue that comes up often. What do we need 00:33:36.980 --> 00:33:41.330 - to do to fix this? Who do I need to talk to about getting some 00:33:41.330 --> 00:33:44.230 - documentation or some training together? What do we need? Feel 00:33:44.230 --> 00:33:47.420 - free to ask about that because that is a really important 00:33:47.420 --> 00:33:48.870 - question and it's Chris is 00:33:48.870 --> 00:33:52.356 - personal hot button. Is making sure we have a 00:33:52.356 --> 00:33:55.245 - documented process and we have documentation to go to. 00:33:55.245 --> 00:33:58.455 - If anyone has an issue that's his biggest pet peeve 00:33:58.455 --> 00:34:02.307 - right now and he wants that so bad for clarity. the iPad 00:34:02.307 --> 00:34:05.196 - like 5 meetings, working in core about documentation and 00:34:05.196 --> 00:34:08.085 - I want to throw the word documentation into the 00:34:08.085 --> 00:34:11.937 - trash. So yeah, if you see an idea for an area of 00:34:11.937 --> 00:34:14.505 - opportunity or something you've done at a previous 00:34:14.505 --> 00:34:16.110 - job that would be helpful. 00:34:18.000 --> 00:34:20.782 - The trick to that is is be prepared to do it all yourself 00:34:20.782 --> 00:34:23.136 - because they'll be like, oh, that's a great idea. How about 00:34:23.136 --> 00:34:25.490 - you do that and you like? Dang it. More work, yeah? 00:34:26.950 --> 00:34:29.800 - Uh, if you're not getting assistance you need hey, Garrett 00:34:29.800 --> 00:34:33.505 - said he was going to help me with this. He hasn't gotten with 00:34:33.505 --> 00:34:37.495 - me. What do I need to do? Can you make Garrett do his damn 00:34:37.495 --> 00:34:40.936 - job? Tell him 'cause. Then look at me like Hey Samsung, she 00:34:40.936 --> 00:34:43.874 - needs this and like oh ****. And then I'll send you mean we'll 00:34:43.874 --> 00:34:48.365 - get it figured out. OK yeah, if you're trying to get help from 00:34:48.365 --> 00:34:51.200 - someone in there being as unhelpful as humanly possible 00:34:51.200 --> 00:34:54.665 - that does happen. Sometimes I don't throw your computer at a 00:34:54.665 --> 00:34:57.815 - wall, just tell management hey, this is frustrating. Can you 00:34:57.815 --> 00:34:59.390 - help Maine? They'll figure it 00:34:59.390 --> 00:35:03.484 - out. Alright, if you need any specific training up, so hey, I 00:35:03.484 --> 00:35:07.320 - don't know how to do any of this. I don't know any of this. 00:35:07.320 --> 00:35:10.608 - My clients talking about this. What do I need to know? Ask? 00:35:10.608 --> 00:35:14.170 - They will tell you who the person to talk to this and how 00:35:14.170 --> 00:35:15.266 - to get the information. 00:35:16.350 --> 00:35:16.980 - OK. 00:35:19.420 --> 00:35:23.655 - Is there any training that, like the project managers have done 00:35:23.655 --> 00:35:27.120 - to become more technical and have a better understanding? 00:35:28.600 --> 00:35:30.208 - Yes, there's plural sight. 00:35:30.760 --> 00:35:36.150 - Girls and and then this is an online training resource. 00:35:37.190 --> 00:35:42.636 - I don't know if you've been set up with an account or not, but 00:35:42.636 --> 00:35:47.304 - there's a way to go through like an agile process. There's PMI 00:35:47.304 --> 00:35:50.805 - information in there. There's information how to use word, 00:35:50.805 --> 00:35:54.306 - Excel, C, sharp, angular. There's a whole bunch of 00:35:54.306 --> 00:35:58.196 - information like SQL. You could become a developer with world 00:35:58.196 --> 00:36:02.086 - site cool and it's wonderful, but it's also like famous 00:36:02.086 --> 00:36:06.365 - draining droning on the booming talkers on the planet. But it's 00:36:06.365 --> 00:36:09.978 - great information. We also have stackoverflow. 00:36:11.930 --> 00:36:16.046 - And this is a resource where you can ask questions and then 00:36:16.046 --> 00:36:19.819 - others. Consider OK and you can find information in details in 00:36:19.819 --> 00:36:22.906 - there. Usually there's more information. We also have the 00:36:22.906 --> 00:36:27.365 - new clean out which is our clarity wiki. I hate this, but I 00:36:27.365 --> 00:36:31.824 - will tell you about it because it is an important thing. I just 00:36:31.824 --> 00:36:36.626 - don't know how to use it. That's why I hate it. But I'm really 00:36:36.626 --> 00:36:37.655 - good at Stackoverflow. 00:36:39.000 --> 00:36:42.744 - Really good at new clean out but this is where you can go 00:36:42.744 --> 00:36:45.336 - through and you can look through and search for 00:36:45.336 --> 00:36:47.064 - information and then find any details. 00:36:54.510 --> 00:36:58.317 - And then if you not have you gotten the. 00:37:00.670 --> 00:37:05.928 - Links to these, yet I'm guessing not into clean. Oh, and 00:37:05.928 --> 00:37:07.840 - Stackoverflow, Oh, not plural 00:37:07.840 --> 00:37:10.320 - sight though. OK, yeah. 00:37:11.820 --> 00:37:15.460 - Because there is like a license that goes into those. So yeah, I 00:37:15.460 --> 00:37:18.540 - don't know. You have to talk to management about portal site, 00:37:18.540 --> 00:37:21.340 - but you got stackoverflow. There are some good questions in 00:37:21.340 --> 00:37:23.580 - there. I really like Stackoverflow because it gives 00:37:23.580 --> 00:37:26.940 - me points when I ask questions and I get them answered right 00:37:26.940 --> 00:37:28.340 - answer other questions and I 00:37:28.340 --> 00:37:31.320 - feel fancy so. I know makes me feel great. 00:37:33.410 --> 00:37:36.578 - Also, things to talk to management about on is is a 00:37:36.578 --> 00:37:38.882 - deadline coming up that you're concerned about like 00:37:38.882 --> 00:37:42.338 - hey, so remember when I said that I needed this file from 00:37:42.338 --> 00:37:46.082 - you by this day and this day is almost here and I haven't 00:37:46.082 --> 00:37:48.962 - gotten this file yet. I'm going to get that file. 00:37:50.120 --> 00:37:52.532 - Making sure that you follow up with them, uh, on what's going 00:37:52.532 --> 00:37:54.944 - on, or any timelines you're like. Hey, I don't know if this 00:37:54.944 --> 00:37:57.758 - is going to be done by this date and this is when the client 00:37:57.758 --> 00:37:58.964 - wants at. What can we do? 00:37:59.760 --> 00:38:04.070 - Um? Following up with management management helps me. I just like 00:38:04.070 --> 00:38:07.205 - the 45 plus projects that clarity has at any one time. 00:38:08.250 --> 00:38:10.252 - Sometimes information gets lost, sometimes priorities change. 00:38:10.252 --> 00:38:14.256 - Like you know, a client can call and have an escalation all of a 00:38:14.256 --> 00:38:17.402 - sudden your priority client is now like #4 on the list. 00:38:18.090 --> 00:38:21.797 - Happened to many, many times. Um, if there's a deadlines that 00:38:21.797 --> 00:38:26.178 - they have to me like hey, you said you would get me this 00:38:26.178 --> 00:38:29.885 - information in this training by this day and I it's like 00:38:29.885 --> 00:38:32.918 - tomorrow and you're still haven't even contacted me about 00:38:32.918 --> 00:38:37.636 - it. Waiting to do that helps. I always make notes in my notes. I 00:38:37.636 --> 00:38:41.680 - not just make notes for me, but things that I need from 00:38:41.680 --> 00:38:45.724 - management like oh hey, Kevin said he gave me this, this, this 00:38:45.724 --> 00:38:49.768 - and this and then telling Kevin at the end of each day. 00:38:49.910 --> 00:38:52.406 - Hey, you said you give me this this and this what am I? 00:38:52.406 --> 00:38:54.134 - What's my timeline looking like I'm getting those things 00:38:54.134 --> 00:38:56.438 - and usually I just don't know why the ever living hell out 00:38:56.438 --> 00:38:57.590 - of him until he does it. 00:38:59.310 --> 00:39:00.800 - 'cause I'm classy like that. 00:39:03.160 --> 00:39:07.470 - Uh, communication practices, so there's a lot of different tools 00:39:07.470 --> 00:39:12.211 - that we use for communication. The most prevalent at clarity is 00:39:12.211 --> 00:39:17.383 - teams and pretty much in teams. You have two different ways to 00:39:17.383 --> 00:39:21.262 - communicate. You can do an individual pain, which is. 00:39:22.830 --> 00:39:27.020 - Is pretty common to be used. Usually it's very information 00:39:27.020 --> 00:39:30.791 - that's important only into that individual person, or getting 00:39:30.791 --> 00:39:34.143 - them information credentials, helping them resolve an issue. 00:39:34.143 --> 00:39:35.400 - That's all fine. 00:39:36.810 --> 00:39:41.490 - But if it's anything pertaining to a project, it really needs to 00:39:41.490 --> 00:39:43.440 - be in the teams, uh? 00:39:44.570 --> 00:39:45.230 - Let's see. 00:39:51.270 --> 00:39:52.914 - Really should be in the project 00:39:52.914 --> 00:39:57.280 - channels. Um, there should be the primary, uh, messages that 00:39:57.280 --> 00:39:59.800 - are sent on a teams that pertain 00:39:59.800 --> 00:40:01.630 - to. Jackson information 00:40:02.210 --> 00:40:05.345 - The reason you wanna make sure to communicate in the projects 00:40:05.345 --> 00:40:07.625 - themselves is it allows management to have some 00:40:07.625 --> 00:40:10.760 - oversight into the project. So if you're having trouble with a 00:40:10.760 --> 00:40:11.900 - specific developer or something. 00:40:12.480 --> 00:40:15.747 - They can see that they see that the trouble you're having 00:40:15.747 --> 00:40:18.717 - and then they can help resolve it. Sometimes spreading and 00:40:18.717 --> 00:40:21.093 - back end might have a different understanding of 00:40:21.093 --> 00:40:24.360 - what's going on, so talking in that Channel helps them get 00:40:24.360 --> 00:40:27.627 - all on the same page to make sure that everyone's everyone 00:40:27.627 --> 00:40:29.112 - knows the direction moving forward. 00:40:30.150 --> 00:40:33.366 - Cool, um, it helps PMS keep track of kind of what's going 00:40:33.366 --> 00:40:36.314 - on in the project. So if someone saying like Oh yeah, 00:40:36.314 --> 00:40:39.262 - you know well I've got this so that this report will 00:40:39.262 --> 00:40:42.210 - write it and you don't have any reporting in there and 00:40:42.210 --> 00:40:44.890 - you like what reports when? Since when are we doing 00:40:44.890 --> 00:40:47.302 - reports what? Why are we doing reports? Was this 00:40:47.302 --> 00:40:48.642 - report for kind of nice? 00:40:50.530 --> 00:40:54.027 - It is also allows other people to jump in as an assist if 00:40:54.027 --> 00:40:56.986 - they've run into the same issue, and that's why they're doing 00:40:56.986 --> 00:41:00.483 - because I have bad grammar. But yeah, so if you run into an 00:41:00.483 --> 00:41:03.442 - issue often, you'll see something pop up. I run into a 00:41:03.442 --> 00:41:06.670 - lot of things where I'm on other projects teams like hey this 00:41:06.670 --> 00:41:09.360 - product import template isn't working and I'm like, Oh wait, 00:41:09.360 --> 00:41:12.857 - what's wrong with it? And then I'll go back and look at Ojai. 00:41:12.857 --> 00:41:16.354 - You just need to do this this, this and this. This is missing 00:41:16.354 --> 00:41:19.582 - any dad. This data field? OK cool then that way they don't 00:41:19.582 --> 00:41:20.927 - spend their wheels trying to. 00:41:21.170 --> 00:41:24.220 - You know, find information that really is not even out 00:41:24.220 --> 00:41:24.830 - there because. 00:41:25.960 --> 00:41:31.320 - It's something that could have troubleshot gotcha base camp, so 00:41:31.320 --> 00:41:32.928 - there are, uhm. 00:41:33.680 --> 00:41:36.968 - There's two ways it set up base camp messaging and base camp 00:41:36.968 --> 00:41:40.530 - files and that sort of stuff. You can make it so the client 00:41:40.530 --> 00:41:43.818 - can see it and so the client cannot see it in general. 00:41:51.440 --> 00:41:54.230 - General, you want to make everything on there so the 00:41:54.230 --> 00:41:57.857 - client can see it, or did the client eventually did see it? It 00:41:57.857 --> 00:42:01.205 - wouldn't be a bad thing. No, don't trash talk, I'm on base 00:42:01.205 --> 00:42:04.274 - camp and just hide it like Haha. I hate you Terry. 00:42:06.170 --> 00:42:09.722 - But, uh, then you can go ahead and, uh, any information the 00:42:09.722 --> 00:42:12.386 - client can't seem, and less it's extremely large files 00:42:12.386 --> 00:42:15.642 - that can be transferred over teams. Really, the best way to 00:42:15.642 --> 00:42:19.194 - do that would be through base camp. So if a client is 00:42:19.194 --> 00:42:22.154 - transferring files, you can have that so that the client 00:42:22.154 --> 00:42:25.706 - can see it, or that you can change it to the client, 00:42:25.706 --> 00:42:28.962 - cannot see it, and you can have different team members go 00:42:28.962 --> 00:42:31.626 - in there and pull that information from base camp. 00:42:33.440 --> 00:42:37.140 - Transferring large files is definitely a way I would talk 00:42:37.140 --> 00:42:41.210 - to your client about that and saying, hey 'cause If you're 00:42:41.210 --> 00:42:44.540 - pulling in 600,000 different SKUs for your product list, 00:42:44.540 --> 00:42:46.390 - which is something that happened. 00:42:48.620 --> 00:42:50.897 - We have to get that information somehow and then 00:42:50.897 --> 00:42:53.933 - the easiest way to do it is through is through base camp. 00:42:55.480 --> 00:42:58.378 - Uh, sharing meeting recordings um meeting recordings usually or 00:42:58.378 --> 00:43:02.886 - too big to send by email. I only really put them on base camp, 00:43:02.886 --> 00:43:06.106 - but for any recordings or trainings, if the client request 00:43:06.106 --> 00:43:10.292 - says the reason is I don't want them to have to sort through 00:43:10.292 --> 00:43:14.156 - 4000 different videos to try and find the right one. And like 00:43:14.156 --> 00:43:18.986 - it's just a mess. So I prefer to only do that and I just tell 00:43:18.986 --> 00:43:23.494 - each client, hey, I'm more than happy to get this to you as soon 00:43:23.494 --> 00:43:25.426 - as I possibly can and then. 00:43:25.600 --> 00:43:28.837 - Wow. If you if you are I'm recording this meeting and I 00:43:28.837 --> 00:43:31.792 - can get this to you soon as I possibly can. If you do end up 00:43:31.792 --> 00:43:33.959 - needing recording, but just to make sure that we're all in 00:43:33.959 --> 00:43:36.520 - the same page, this is. I do this for all of our sakes. 00:43:37.990 --> 00:43:41.604 - Um? Posting meeting notes and action items. I don't 00:43:41.604 --> 00:43:44.940 - necessarily do the To Do List, which is kind of like an 00:43:44.940 --> 00:43:48.554 - action item, but I know other PMS have had a lot of success 00:43:48.554 --> 00:43:51.890 - with that. I just find it something else for me to do 00:43:51.890 --> 00:43:55.782 - and I don't like it. But if you want to do it, go ahead. 00:43:57.350 --> 00:43:59.698 - Or, uh, and then. 00:44:00.370 --> 00:44:03.538 - So this information I is also good to know because if this 00:44:03.538 --> 00:44:05.914 - information is posted in Basecamp, then if there's an 00:44:05.914 --> 00:44:09.346 - escalation with your client and we were on the same page and we 00:44:09.346 --> 00:44:12.250 - had all the information readily available, they just in read it 00:44:12.250 --> 00:44:14.098 - then it doesn't come back on us. 00:44:16.920 --> 00:44:20.048 - Uh, the messaging threads allow for collaborative communication 00:44:20.048 --> 00:44:24.349 - throughout the process, so this allows you to go through and 00:44:24.349 --> 00:44:28.259 - say, OK, we're going to talk about shipping providers and 00:44:28.259 --> 00:44:32.951 - then you can post your questions and then other people can get 00:44:32.951 --> 00:44:36.470 - answers and you'll find even sometimes, especially with large 00:44:36.470 --> 00:44:40.771 - teams, there will be different ideas of what, like a marketing 00:44:40.771 --> 00:44:44.681 - team versus a technology team will want that functionality to 00:44:44.681 --> 00:44:47.027 - be, and then let them just. 00:44:47.110 --> 00:44:50.305 - Fight it out base camp and say Oh well, we can do this or we 00:44:50.305 --> 00:44:51.796 - can do this, but here's the pros 00:44:51.796 --> 00:44:55.900 - and cons of both. And then that way they can just clear that up, 00:44:55.900 --> 00:44:57.340 - and then when they make a 00:44:57.340 --> 00:45:01.428 - decision. Its index camp and you have the reasons why so. Then if 00:45:01.428 --> 00:45:04.535 - someone's like well what if they want this this and this you can 00:45:04.535 --> 00:45:07.642 - go back through that base camp for it and be like well they 00:45:07.642 --> 00:45:10.749 - said they didn't want that because of XY and Z. So you have 00:45:10.749 --> 00:45:13.378 - a little bit of that information in their business practice. And 00:45:13.378 --> 00:45:14.812 - what is the best practice for 00:45:14.812 --> 00:45:16.190 - them? Hello. 00:45:17.750 --> 00:45:22.205 - You can ping, uh, just like you can do in teams. You can ping in 00:45:22.205 --> 00:45:25.769 - base camp as well. I say this should be avoided. An individual 00:45:25.769 --> 00:45:28.442 - pins with the client. Those aren't as readily accessible, 00:45:28.442 --> 00:45:31.412 - and if you're individually pinging one person on their team 00:45:31.412 --> 00:45:34.679 - it makes it seem like you're hiding information from the rest 00:45:34.679 --> 00:45:38.540 - of the team, even if that's not what you're doing. Yeah, so I 00:45:38.540 --> 00:45:42.104 - usually do that only if it's like a quick question. Like hey, 00:45:42.104 --> 00:45:45.668 - in this file that you sent over, and I'm noticing that this 00:45:45.668 --> 00:45:48.044 - column stop missing, right? Notice these files were. 00:45:48.180 --> 00:45:51.205 - Hidden is that anything I need to incorporate and then be 00:45:51.205 --> 00:45:55.330 - like Oh yeah Oh no and like OK cool great you have to make it 00:45:55.330 --> 00:45:58.080 - a big deal if it's something quick and easy yeah? 00:45:59.170 --> 00:46:01.780 - There's an exclamation point here. Instead of a question 00:46:01.780 --> 00:46:04.680 - mark, I'm changing that, right? OK, cool, got it, yeah? 00:46:06.040 --> 00:46:09.680 - One note about sharing information in Basecamp is. 00:46:10.290 --> 00:46:14.268 - Base camp it's not like some clients, especially larger 00:46:14.268 --> 00:46:17.796 - clients, will have a lot of people in base camp to add 00:46:17.796 --> 00:46:20.736 - information and make sure that the stakeholders are all taken 00:46:20.736 --> 00:46:23.970 - care of. The risk in that is that sometimes they have 00:46:23.970 --> 00:46:27.204 - information that they do not want shared in that form because 00:46:27.204 --> 00:46:30.144 - they don't. It's not information that everyone in the company 00:46:30.144 --> 00:46:33.084 - should be Privy to. For example invoicing and billing. So 00:46:33.084 --> 00:46:36.024 - whenever you're talking about anything in base game like and 00:46:36.024 --> 00:46:39.846 - share that in Basecamp, is there any reason why I should I should 00:46:39.846 --> 00:46:43.374 - share that in base camp? Or would you prefer that in and? 00:46:43.460 --> 00:46:47.350 - Email and and then that's that's just the easiest way to 00:46:47.350 --> 00:46:50.134 - handle that. And usually when you set up a project you want 00:46:50.134 --> 00:46:53.150 - to talk about. OK, this is what we use base camp for. Now 00:46:53.150 --> 00:46:55.006 - we need to have a conversation. Is there 00:46:55.006 --> 00:46:57.326 - anything that should not be viewable by everyone on the 00:46:57.326 --> 00:46:57.558 - team? 00:46:58.860 --> 00:47:02.196 - And then that way they can set that expectation and you'll know 00:47:02.196 --> 00:47:06.088 - what it is. And then usually you have a thread about it at the 00:47:06.088 --> 00:47:09.424 - very beginning of the project. So then if Kristen, who runs our 00:47:09.424 --> 00:47:12.482 - billing information, if she has any questions, you can always go 00:47:12.482 --> 00:47:16.096 - back to that thread, it make sure, OK, I'm sending it to this 00:47:16.096 --> 00:47:19.710 - person by email with this file and then that's what I need to 00:47:19.710 --> 00:47:23.046 - do instead of sending it to everyone on base camp email. We 00:47:23.046 --> 00:47:24.992 - really rarely use email internally unless we're 00:47:24.992 --> 00:47:26.104 - forwarding information from a 00:47:26.104 --> 00:47:30.466 - client. It's rare that we use email internally. We usually 00:47:30.466 --> 00:47:31.528 - just use teams. 00:47:33.370 --> 00:47:37.306 - It is used frequently with clients, so um. 00:47:37.970 --> 00:47:41.633 - With clients, there's like I email all day, all day everyday, 00:47:41.633 --> 00:47:44.963 - yeah, and sometimes that's good. Sometimes I really really should 00:47:44.963 --> 00:47:48.626 - be on base camp, but especially in the cases where there's 00:47:48.626 --> 00:47:52.622 - information that should not be on base camp that email as your 00:47:52.622 --> 00:47:56.618 - best is your best friend. Yeah yeah, crystal next week when I'm 00:47:56.618 --> 00:48:00.281 - joining I'm going to be helping out with a few projects. 00:48:01.850 --> 00:48:05.576 - Clients have essentially devolved from using base camp in 00:48:05.576 --> 00:48:07.646 - there pretty much email only. 00:48:08.690 --> 00:48:12.350 - And I've been in those clients and there's no reason why that's 00:48:12.350 --> 00:48:15.400 - that shouldn't be OK. and I still shared meeting notes 00:48:15.400 --> 00:48:19.060 - within base camp because they still had one set up and they 00:48:19.060 --> 00:48:23.635 - just didn't want to use it. But at the end of the day, I gave 00:48:23.635 --> 00:48:26.685 - you everything that you need. You need to get it. 00:48:27.420 --> 00:48:30.764 - The other thing is, is you still have those meeting recordings 00:48:30.764 --> 00:48:31.980 - and the large files? 00:48:32.750 --> 00:48:36.878 - Gotcha, so that is still going to be important even for those 00:48:36.878 --> 00:48:40.662 - clients that want to just use email, basecamp will still be 00:48:40.662 --> 00:48:42.382 - used for sharing recordings an 00:48:42.382 --> 00:48:44.910 - large files. Cool OK. 00:48:45.600 --> 00:48:47.169 - Um phone calls. 00:48:47.980 --> 00:48:51.100 - There are times I have a few clients that I really like 00:48:51.100 --> 00:48:53.440 - that I have given my individual cell phone number 00:48:53.440 --> 00:48:53.700 - 2 00:48:55.050 --> 00:48:58.256 - Do that with everyone an. It's only if I really like them or if 00:48:58.256 --> 00:49:01.004 - we weren't really dire Straits and we really need to get this 00:49:01.004 --> 00:49:04.542 - show on the road. I still have phone numbers for people or 00:49:04.542 --> 00:49:06.882 - actually know. Ideally the people from my ex. I didn't 00:49:06.882 --> 00:49:09.456 - want to get drunk and like mean text him, but anyway. 00:49:10.660 --> 00:49:14.391 - Uh, so if you're having a phone call that they just call your 00:49:14.391 --> 00:49:16.113 - landline or they call your cell. 00:49:17.460 --> 00:49:20.390 - These are very rarely recorded. It's always really important to 00:49:20.390 --> 00:49:23.613 - take notes and post them to the teams channel. Usually if 00:49:23.613 --> 00:49:26.543 - someone is calling you, they usually have a quick question 00:49:26.543 --> 00:49:30.938 - and it's not that big of a deal, but it's good to say, hey, this 00:49:30.938 --> 00:49:32.696 - is the information I gave them. 00:49:33.330 --> 00:49:36.918 - OK, the other thing on that is there's an immediate issue that 00:49:36.918 --> 00:49:40.207 - absolutely needs to be dealt with now, or there's this huge 00:49:40.207 --> 00:49:43.795 - change. Or this huge issue and that needs to be documented so 00:49:43.795 --> 00:49:47.682 - that we know what's going on in the team knows what's going on, 00:49:47.682 --> 00:49:50.971 - and we know what the next steps need to be gotcha. 00:49:53.130 --> 00:49:56.202 - The other one meetings like just setting up a meeting and that 00:49:56.202 --> 00:50:00.042 - you can set up at like a call. You can set up a recorded call 00:50:00.042 --> 00:50:03.437 - or. Something and basically if if an email takes you 30 minutes 00:50:03.437 --> 00:50:06.761 - to type it out and make sure it's right and make sure 00:50:06.761 --> 00:50:08.423 - everything is the way it needs 00:50:08.423 --> 00:50:12.818 - to be. Really, maybe you should just send that or then that has 00:50:12.818 --> 00:50:15.698 - like 2 files in its. You're explaining the files. Yeah, 00:50:15.698 --> 00:50:19.442 - just say hey, can we do a quick 30 minute stink like tomorrow 00:50:19.442 --> 00:50:22.898 - like these are the times I have available. I wanted to run 00:50:22.898 --> 00:50:26.066 - through these files with you real quick and then allow you 00:50:26.066 --> 00:50:28.946 - to review them with me in case you had questions. 00:50:30.390 --> 00:50:33.774 - That sounds good. Yeah, that's always a good thing. Or if you 00:50:33.774 --> 00:50:36.876 - have something where you think that it might cause the cause, 00:50:36.876 --> 00:50:40.260 - an escalation in my eyes to say, hey, so here's information I'm 00:50:40.260 --> 00:50:43.362 - setting up a I've got this information ready. Let's set up 00:50:43.362 --> 00:50:47.310 - a meeting to go over it I'll send it to you in advance. You 00:50:47.310 --> 00:50:50.694 - can look through and ask me any questions you have and then. 00:50:52.260 --> 00:50:55.219 - And then when you get on the call, then they're prepared 00:50:55.219 --> 00:50:57.640 - that they look through the information they know their 00:50:57.640 --> 00:50:59.523 - questions and you can resolve the issue. 00:51:00.790 --> 00:51:03.130 - Information is always good. Better than no information and 00:51:03.130 --> 00:51:06.770 - this is just a regular template, and so I kind of have some. This 00:51:06.770 --> 00:51:10.150 - is all send you this. I don't know if you have the meeting 00:51:10.150 --> 00:51:11.190 - template or not, but. 00:51:11.860 --> 00:51:15.227 - Uhm, I think someone else also just showed it to me, but I 00:51:15.227 --> 00:51:17.817 - didn't actually get the document. OK, well I think Ben 00:51:17.817 --> 00:51:21.184 - has a file of them somewhere, but and if not then I can 00:51:21.184 --> 00:51:24.033 - definitely get you one. But this is kind of just the 00:51:24.033 --> 00:51:27.141 - information I had here. I was going to go through a little 00:51:27.141 --> 00:51:29.731 - bit of information for Sprint Planning, but I didn't have 00:51:29.731 --> 00:51:33.098 - enough time to fit that in, which is good. 'cause we have 4 00:51:33.098 --> 00:51:35.947 - minutes left in the meeting. Say I had a technical question 00:51:35.947 --> 00:51:39.055 - from a from a client, or like the client asked me something 00:51:39.055 --> 00:51:41.386 - so I had to ask one of the developers. 00:51:42.660 --> 00:51:48.705 - Would I go to the actual person executing this task or would I 00:51:48.705 --> 00:51:50.100 - go to um? 00:51:51.300 --> 00:51:55.564 - Well, I like the like the front end manager back end manager of 00:51:55.564 --> 00:51:59.172 - that team. I would almost always go to the individual person 00:51:59.172 --> 00:52:02.452 - you'll be working with. Yeah, your estimations will always be 00:52:02.452 --> 00:52:06.060 - more accurate if they're coming from the person doing the work. 00:52:07.570 --> 00:52:10.594 - They say, Oh yeah, I can set up a local that'll take 00:52:10.594 --> 00:52:11.350 - me 10 hours. 00:52:12.860 --> 00:52:15.842 - Setting up a local, it takes like 2. You can be like oh, why 00:52:15.842 --> 00:52:18.398 - do you need 10 hours for that? And if you don't feel 00:52:18.398 --> 00:52:20.528 - comfortable saying that, go to the management. Hey, so they 00:52:20.528 --> 00:52:23.723 - said they were going to take 10 hours to set up a local and then 00:52:23.723 --> 00:52:26.279 - it'll be like oh, let me figure that out for you, OK? 00:52:27.230 --> 00:52:30.407 - Call estimation seems crazy. You can always involve them. 00:52:31.520 --> 00:52:33.110 - I don't like any, I doubt. 00:52:33.950 --> 00:52:37.790 - You know, I. I'm usually just like, OK, cool we'll figure that 00:52:37.790 --> 00:52:42.345 - out but yeah. Yeah, I tend to filter more towards just talking 00:52:42.345 --> 00:52:45.920 - to the individual person and making sure we're on the same 00:52:45.920 --> 00:52:51.115 - page. As they typically will put like a if it's like I'll put in 00:52:51.115 --> 00:52:55.525 - the teams channel. Like I said, up up about I put like in the 00:52:55.525 --> 00:52:58.360 - individual project channel. Hey, at Brandon, this information is 00:52:58.360 --> 00:53:01.825 - just came from the client. I'm going to need some information 00:53:01.825 --> 00:53:05.605 - on this, this, this and this. You know these are the files 00:53:05.605 --> 00:53:09.385 - that they've been looking at. Can you look this over then? Can 00:53:09.385 --> 00:53:13.165 - we meet later today to figure out what the next steps are?