TIPS & TRICKS
Context: using context in your actions allows you to manage your activities based on the context of their achievement: for example you can set the type of context as: in the train, the week end, in morning meeting, during one to one etc. This allows you to optimize your agenda and seize opportunities for quick actions. This organization is inspired by the GTD methodology (Getting thinks done, by David Allen)
Database: LeanDesk database is hosted on the cloud. On request we can locally deploy it using your company intranet access
E-mail: it allows to invite participants in a group. When the latter has activated his account, his email address is replaced by the full name. If a user has not activated his account, it is possible to manage its actions for him and he will receive project reports to email address (premium option for the one that generates the project report)
First (open) step: we use it to register actions without launching them. You have an option in your profile to hide or display actions at first step on dashboard. You can always access these actions through project review. Purpose is to concentrate attention on limited launched actions to get results faster
Future state: the representation of an improved and enviable future situation; this will motivate you and your team to change; which also allow change agents to act with more autonomy and responsibility. Work to clearly define that vision is essential to the success of your projects
Group: it allows you to group users that share certain elements: The actions steps are defined within the group and shared resources also. For security reasons, only members of the group will join the projects launched in this one
Indicator: SMART indicators can be added to projects. You enter action step impact on indicator entering related figure (+/-). The real weekly indicator value is manually registered and can be visually compared to the expected one
Owner: each action step can be managed by a different pilot. The participant creating the action will be the initial owner of all steps. In Web access, changing a step owner will be cascaded into following steps
PDCA: LeanDesk is using as initial standard the (O)PDCA (Deming cycle) with a specific font. To get the font back, just put back the steps in the right sequence
Picture: a picture can be associated with each action step. This allows before/After summary; to quickly illustrate EHS or 5S audits. They are also published in the project report.
Premium account: having a paid premium account will allow you to send project report to all participants. Only one account is then required per site. Further premium options will be integrated in futur releases. Please contact us to activate it. Price based on licences request
Priority: each action has a 1-4 priority set. This will induce the color of bullet placed in front of an action. The bullet will turn red for overdue actions
Process: apart from results indicators, LeanDesk is also using process indicators. By visually tracking the steps curve, you can check that actions are progressing right. If not, it will help you to focus on resources and priorities management
Project: you can invite people from your group to collaborate within a shared project. You set the future state, SMART indicators, impact them through defined actions steps and track their real progress visually. We recommend project duration not to exceed 4 months in order to keep momentum and keep organization agility
Report: these are standardized documents. In web access, you can generate individual activity reports for all or one single project by choosing starting date. With a premium account, you can also generate project report. The report reflects sorting keys and filters in use. It resumes in pdf format all the data of the project, including pictures attached and resources consumed.
Resources: they are defined at group level and foreseen/real consumption are set at actions steps. The project report does include a summary of the amount of resources used
Rubrics: they are defined for each project and associated with a color: it allows you to quickly identify the actions linked with these topics. Finally, by updating an action rubric, you can manage the different levels of governance; such as those used in the Short Interval Management (SIM or TIER process)
Steps: please note that the step displayed managing action is the one finished: you start an action in (O)pen step and you can’t enter data in the (A)cted one; planning activities to be done to (A)ct the action will then be done in (C)hecked phase.
Web access: web access is responsive and designed to provide additional features. You will find there activity reports
Feel free to contact us for additional information