The HiDef Client Services Team, now the Partner Solutions Team gathers for summits each year to collaborate on process improvements and leadership development.

1. Grow to Greatness
Fe br uar y 2 8 , 20 13
CS Summit #5
Thursday, February 28, 13

2. Summit Goals
re vie w of t he a g en d a & g oa l s
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

3. CS Team Goals
• Evaluate our strengths and weaknesses
• Optimize and streamline processes
• Improve the use of our tools
• Grow closer as a team
• Build our leadership and management skills
• Find ways to better serve HiDef
• Identify attainable goals for Q2 2013
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

4. Thursday Agenda
10:00 - 12:00 - CS Team Review: Focus, Client Score Card, CS Processes
12:00 - 02:00 - Team Lunch, Project Checkins, Valid Eval Kickoff
02:00 - 05:00 - Hands-On Training and Collaboration: Optimizations, Tool
Sharing and Training, Project Best Practices
05:30 - 08:00 - Team Dinner and Activity
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

5. Friday Agenda
08:00 - 12:00 - Leadership Training: HiDef Job Description, Informal
Coursera Class Review, and Setting New Team Goals
12:00 - 01:00 - Team Lunch
Afternoon - Travel
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

6. CS Team Review
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

7. CS Focus
As a premiere client services firm our focus
should be on:
• Partner Relations
• Project Investment
• Strategic Management
• Team Collaboration and Support
• Successful Delivery
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

8. Client Score Card
Review our current scores and identify:
• What are we doing well?
• Where can we improve?
• Where should we set our benchmarks?
• What are our goals and why?
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

9. CS Processes
Let’s evaluate what works, what doesn’t work,
and what can be improved.
• Resourcing Projects (biz dev pipeline)
• New/Existing Project Handoff
• PM: client-side vs. team-side
• Scheduling: Regular vs. Impromptu
• Organization: Scrum vs. Kanban
• QA 2.0 Review
• Release Management
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

10. Training & Collaboration
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

11. Optimizations
Recommended Optimizations
• Create Templates for creating tickets,
planning meetings, release plans, resourcing
and scoping work, scheduling, etc.
• Reduce Duplication
• Merge and Integrate Tools
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

12. Tool Sharing & Training
• JIRA:
• Ticket formatting and updating
• Scrum vs. Kanban boards
• Dashboards
• Tick:
• Budgeting and Reporting
• Resourcing
• Skype
• Mail
• Google Docs and Dropbox
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

13. Project Best Practices
• Partner transparency and tool access
• Managing schedules across teams
• Resourcing and scoping work
• Partner testing and approval process
• Communication: Email, Skype, GotoMeeting,
Join.me, other conference calling tools.
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

14. Leadership Training
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

15. HiDef Job Description
• Share your job description
• What are your strengths and weaknesses?
• Where should you focus your efforts?
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

16. Coursera Review
• Class takeaways
• Lessons we can to apply towards HiDef
• Implementation of lessons
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

17. Q2 2013 Goals
Use the following as guidelines for setting new
team SMART goals:
• Client scores and benchmarks
• Identified process improvements
• Tool barriers to overcome
• Sales goals for HiDef growth
• Team growth goals
HiDef, Inc: CS Summit #5
Thursday, February 28, 13

18. Many thanks!
Thanks for being such a great
team. Your knowledge, your
skills, and your overall talent
helps make HiDef awesome!
Catalysts for a better world.
Thursday, February 28, 13