basecamp webinar - librarylinknj · basecamp webinar project management 101 series session goals...

BasecampWebinarProjectManagement101Series

Sessiongoalsandobjectives

• BasecampOrientation

• AssumetheroleofaProjectManagerorAdmin

• PracticalapplicationofWorkshopcontent

• ApplyBasecampBestPractices

SessionContent •  Signingup•  Creatingaprofile•  Settingupnotifications•  Settingupanewproject

•  Communicatingwithyourteam

•  CreatingTo-Dos•  Settingupautomaticmessages

•  HandlingDocsandFiles•  EnablingClientAccess•  GettingSupportquickly

Demo:SigningupforBasecamp

NavigatingBasecamp

TheHomepage•  NavigationBar

•  HQ

•  Teams

•  Projects

UpdateyourProfileandPreferences

•  NotificationSettings(What/how/when)•  Profilesettings•  SwitchingtoGoogleSign-in•  Devices(iOSandAndroid)•  Adminland

Projects

Client-side

•  AddingClientsattheProjectlevel• Welcomeletterwithalink+Pin

•  Client-sideisnowvisible

•  Turningoff

Projects-tools

•  Campfire:UsedforGroupChat

•  MessageBoard:Formoredetailedcontent/discussions

•  To-dos:Organizeworkassignments

•  Schedule:Duedates,milestonesandevents

•  AutomaticCheck-ins:Askyourteamquestions

•  Docs&Files:Organizereferencematerials

•  EmailForwards:Forwardemailsintobasecamp

.

CreatinganewProject

•  ClickonNew

•  Provideaname

•  AdditionalSettings

•  ClickontheProjectTile•  SetupWizard

•  GuidedSetup

Campfire

•  Greatforformalannouncements

•  Use@persontoaddressthem

•  Chatsshowupintheir“Hey!”activity

•  Followtoshowupinyourfeed

MessageBoard

•  Structuredconversations,greatfor•  Announcements,Updates,Pitches,FocusedDiscussions

• Messages

• MessageCategories[Announcements/FYIs/Heartbeats/Pitches/Questions]

•  Controltheaudience•  Postimmediatelyorsaveindrafts(Homepage)

To-doLists

•  Assigntasks,duedates,addattachments

•  TrackStatuses•  OrganizeTasksintoLists

•  DragandDropordering•  Addto-dostolists•  Subscribetogetupdates•  Sharewiththepublic

Schedule

•  CreateEventsandtrackthemhere

•  Liststo-dosandtasksdueonspecificdates•  Updatetaskstatusincalendar•  SyncwithyourGoogle/Outlook/Applecalendar

•  Sharewiththepublic

AutomaticCheck-ins

•  Eliminateunnecessarymeetings

•  Postinganewquestion

•  Question/Frequency+Time/Peopletoask

•  Options

Docs&Files

•  Puttemplatesandshareddocumentshere

•  CreateDocuments

•  OrganizeFilesintoFolders

•  LinktoGoogleDocs•  Dragfilesintofolders•  SharingOptions

Gettinghelp

•  HelpMenu

•  ContactSupport(scrolldown)

•  Additionaloptions:Email/Twitter/LiveClasses

BestPractices

•  CampfireisNOTprivate

•  UsetheDocumentsectionforreusablefiles

•  Archiveoldprojects•  Startwithaproject,thenrollouttoalargergroup

Conclusion

• NextSession:Asana• Addi,onalResources:• Websitelinktodownload:http://www.samsena.com/PM-101-2018

Appendix:Permissions