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Connections Online® Version 4.1 User Manual

1. File Edit View Favorites Tools Help x Google v 29 Search Ay Check More s Ex di Favorites 99 Demonstration F X EJ Webmail M Connections Online El Connections Online 8 GoToWebinar My fh gt E Gl e v Pager Safety Tools v connections online Organization v Department v Projects v People v my custom view usce inten UU MA bob demo Demo Sien M e BD Q9 e o o Improving Organic Growth we will be 10 Billion by 201 vV CALENDAR gt a February 2012 gt gt S M T W T F S gt p x e 5 6 gi s 9 wn 12 13 4 15 16 17 18 9 2 20 2 2 2 2 2 27 28 29 V ORGANIZATION MEETINGS 25 January 26th January December 30th 2011 9a December November 19th 2011 November October 29th 2011 October Dialog CORE VALUES Demonstrate Integrity s 1 Be straightforward and honest A Show respect forvourselfand Y Done Internet Protected Mode On fg v 100 TTE D e IR Le EM Eo Ic Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 34 Connections Online Version 4 1 User Manual Focus This is a summary outline of the business purpose and strategy This is a site that can be used to create stickiness around an organization s department s focus Information can be posted that employees want to view daily or weekly To create a special look of the
2. s Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 30 Connections Online Version 4 1 User Manual Project Connection the User can view and with proper security also be able to add edit delete data regarding the Project s Scope Evaluation Criteria Metrics Team Members Tasks and associated deliverable Tasks Headquarters Renovation PMO Connections Online Windows Internet Explorer es Wh e engl Go h Je https beta connectionsonline net 15 40004167 56be 4e35 8144 4b73f99d7c07 amp x KK Google P x Google E File Edit View Favorites Tools Help ZB Search Ap Check More gt gt Eo d en a Ve Favorites 58 Headquarters Re X 3 Webmail M Connections Online E Connections Online 8 GoToWebinar My gt E 7 v Pager Safetyv Toos E Organization v Department v Projects v People v my custom view KA 8 7 2011 7 29 2012 GEG DESCRIPTION Y METRICS 3 Renovations to attract other neighborhood groups to our branch that is part of our headquarters Firefox IES Status Current Phase Development and Testing Tracking Growth Total Hours 1329 actual 10 5 projected Demonstration Financial Institution Projects Portfolio 1 Headquarters Renovation PMO connections online bob demo 6 a O vV CALENDAR nm 4 February 2012 gt b gt Ss M T W E F s
3. Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 35 Connections Online Version 4 1 User Manual CORE VALUES Demonstrate Integrity 1 Be straightforward and honest 2 Show respect for yourself and others Member Focus 1 Consistently deliver service members can count on Build an Open Learning Environment 1 Encourage challenging discussion 2 Listen be accessible approachable open minded and responsive 3 Take ownership of mistakes and Jaarn fram tham Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 36 Connections Online Version 4 1 User Manual Critical Measures Scorecard This is a balanced list of the critical few performance measure targets that need to be achieved for short term and long term success The Critical Measures Scorecard View can show the hierarchy of metrics starting by naming the Categories for example Employees Customers Operations Innovation Community etc and the Metric associated with the category names the actual Critical Measure that the organization wants to track Click to open metric and the whole page edit view of the Critical Measure shows the color scorecard and shows the Owners of the Metric which is also reflected in the Basic Role of the People Connection The whole page edit view also lists the Trend Data if appropriate so that Users can see progress to expectation over
4. waiting for resources to work on it long term queued completed etc Phase project phases i e business case design construction testing production etc e e Dates Projected and Actual e Rank you can drag and drop the project to the order of priority you desire e Click Update to save the information New Project Portfolio DRAFT Connections GEN LC RN RR m ca o lE 4020 22 By 4s x H coogi pr Go e Je https beta connectionsonline net 15 6223e815 6842 File Edit View Favorites Tools Help x Google B Search Ay Check More di Favorites New Project Portfolio DRAFT Connections Onl fh E gt amp wm v Pagev Safetyv Tools v Gol Wen A Organization w Department v Projects v People w my custom view days before due DRAFT Keep this project in Draft Mode Update Cancel Y CALENDAR Y DESCRIPTION 4 S M METRICS 0 5 6 Bw 12 13 Current Minimum Meets Stretch 19 2 236 27 Metric There are no metrics to display TASKS 0 Done Ea aLe BE o Internet Protected Mode On G connections online bob demo Draft Project Portfolio 6 amp A 0 COLOR NAME New Project Portfolio PROJECTED START ACTUAL START PROJECTED END ACTUAL END COMPLETED ORGANIZATION DEPARTMENT STATUS RANK PHASE Demonstration Financial lr Current MH Initation and Planning TRACKING HIGHLIGHT February
5. 770 0 Minimum 20 00 Meets 0 Stretch 220 0 0 00 Insert Cancel Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 38 Connections Online Version 4 1 User Manual User Defined Numeric Format Examples Some sample format expressions for numbers are shown below These examples all assume that a system s local setting is English U S The first column contains the format strings The other columns contain the output that results if the formatted data has the value given in the column headings minimum meets exceeds and trend data A User can choose the format string that will represent the format for the metric to show type it into the format field on the metric edit page if it is not available by default Format if typing the If 5 typed If 5 typed If 5 typed If following format string positive in negative in Decimal in typed the columns to the right minimum meets minimum meets minimum meets Null will show the results exceeds fields exceeds fields exceeds fields Zero length string 5 5 0 5 0 5 5 1 0 00 5 00 5 00 0 50 HHO 5 5 1 0 00 Nil 5 00 5 00 0 50 Nil 1 510 SH 0 5 5 1 4 0 00 4 0 00 5 00 5 00 0 50 0 500 500 50 0 00 500 00 500 00 50 00 0 00E 00 5 00E 00 5 00E 00 5 00E 01 0 00E 00 5 00E00 5 00E00 5 00E 01 Examples of Common bank
6. https beta connectionsonline net 15 623 815 6842 4020 22dd 862b08fe8729 a x Google P File Edit View Favorites Tools Help x Google v 29 Search Ay Check More Glo lens A e e e sr Favorites Project for the User Manual Connections Online Thor B amp d v Pagev Step Tock Si zx za a a There are no metrics to display 5 27 B 8 a GE V PROJECT MEETING 0 9 Task Hours Starts Due Tracking There are no project meeting to display There are no tasks to display V PROJECT SCOPE 0 V PROJECT MEMBERS 0 a RR Name Role From Actual Projected There are no project scope items to display EVALUATION CRITERIAS 0 Name Role Consultant H CAE There are no evaluation criterias items to Inset Cancel display V RELATED LINKS 0 There are no project members to display COMMENTS 0 There are no comments to display There are no related links to display V REPORTS amp Advanced Analytics Project Portfolio Connection K Project Portfolio Dialog Powered by Connections Online Support Community 146 ms Done Internet Protected Mode On fav 100 v a Was cue mM ren DM Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 49 Connections Online Version 4 1 User Manual Project Tasks Project members can add Tasks set them as milestones and color code the health of the task The
7. or copy one metric or project to another organization department or people tab Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 21 Connections Online Version 4 1 User Manual Undelete Symbol Click this symbol found at the upper right of the page and you will open an Undelete page Deleted items will be listed on this page Roll over the item you want to undelete and click on the undelete symbol to the left of the item Navigate back to the original page and the item will be restored 9 eA O Expanding and minimizing modules is done by clicking the name of the module the module will show you the number items i e projects 15 Open and close just by clicking the name above the module ribbon Setting Login Page A User can set a preferred login page e g the User logs in and every time the application will open to the User s People Connection Tab To set a preferred page the User can locate and click on his her login name at the top right of the page The User Account edit window will open set the preferred login page then save Search Feature A search icon magnifying glass can be found at the top right side of the page Click on the search icon magnifying glass and the search box will appear You can search names of organizations departments metrics projects and people but not tasks For example to see the Organizat
8. 24 Organization Culture Survey 3 CUSTOMER LOYALTY 34 Net Promoter Score 3 2 Net Customer Growth 3 3 Total New Accounts Monthly Total S 4 OPERATIONAL EFFICIENCY PROJECTS PORTFOLIO 15 Project Portfolio 4 Current 4 Done 1 Headquarters Renovation HOT Current 620 0 M 072 9 30 101 Hrs 88 1 600 6 106 Minimum 425 0 M 55 1 Starts 000 December 2011 T T 1 W BE 3 Meets Stretch 6 8 13 15 20 22 27 29 December 6 SOON MODM Project Portfolio Improve Business Processes ends 9 1 2 v ORGANIZATION DIALOG 23 November 19th November October 29th October Dialog 85 20 September 15th 9a September dialog July 1st July 60 65 1 250 1 500 CORE VALUES 75 125 Demonstrate Integrity Ends 08 07 07 06 29 12 Strateav is Growth i Be straightforward and honest Show respect for yourself and others Member Focus 1 ConNstently deliver service mert Tracking Label SERERE Build an Open Lem Internet Protected Mode On fav 100 v Reports simple reports for each tab can be printed using the print icon in IE8 or File print in FireFox Dialog reports are printed from the open Dialog edit window Using the print function select landscape before printing Tab reports Other reports will be added as needed Cardwell Group All Rights Reserved Page 10 User Manual Version 4 1 Updated 1 22
9. Aid and Update New security groups and users will be added atid existing settings will be updated to default security settings Existing settings that are not in the propagation will be unaffected Add New Only New security groups and users will be added but existing settings will remain the same Propagate Cancel User Group Read Update Delete Delegate Default IT e 6 t0 600 9 9 o 98 9o 9 Organization Editors Propagating Options There are three options on how this operation will behave when you click on propagate security e Option One Overwrite Default security will overwrite all existing security e Option Two Add and Update New security groups and users will be added and existing settings will be updated to default security settings Existing settings that are not in the propagation will be unaffected e Option Three Add New Only New security groups and users will be added but existing settings will remain the same Option Two will add new items and update any overlapping items Option three just adds new items and doesn t update overlapping items Here s an example Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 72 Connections Online Version 4 1 User Manual Current User A Read Update Delete User B Read Delete New Security to Propagate User A Read User C Read Update After Option 1 overwritten User A Read User C Read
10. ED Wes a th D 03 d ov Pager Step Took fr 9 connections online Organization v Department v Projects v People v my custom view tore reete Cen RT nati bob demo Demonstration Financial Institution Oe B Improving Organic Growth we will be 10 Billion by 2012 i gt Y CALENDAR gt a February 2012 t Y PROJECTS PORTFOLIO 16 surte T F 3 3 W ZS l s e s 9 w un Project Portfolio Starts Ends Tracking Label D DB M 1 1 7 i 4 Current G 9 z2z23 2 5 gt 1 Headquarters Renovation PMO 08 07 11 07 29 12 Growth 5 2 B 3 2 Develop Organization Communication Process PMO 12 31 09 09 28 12 panim j eren Y ORGANIZATION MEETINGS 25 b 3 SEG Development Spanish community 10 06 10 12 01 11 Strategy Growth Business Case G January 26th January gt Queued 1 gt Long Term Queued 2 December 30th 2011 9a December Templates 2 Radar Screen November 19th 2011 November gt Completed 4 October 29th 2011 October Dialog Draft Projects Visible to you only z v CORE VALUES Project Created Demonstrate Integrity New Project Portfolio 9 19 2011 1 10 PM SE agoen Sen Deniark Deli nonni ranom 2 Show respec for voursett and s EM kal E Marketing Connections Online Windows rer in ternet Protected Mode On f 10 v LE t jcogle ES a s x 8 File Edit View Favorites Tools Help x Google di Favori
11. Operational Planning NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 93 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Budgeting Purchasing and Contracts Authority CEO VP s Directors Mid Management Authority to Authority to Authority to Authority to Budgeting oo NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 94 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Policies and Procedures Authority CEO VP s Directors Mid Management Authority to Authority to Authority to Authority to Corporate Policy Functional Policy Operational Procedures NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 95 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Corporate and Regulatory Compliance and Market Conducts Authority CEO VP s Directors Mid Management Authority to Authority to Authority to Authority to Corporate Compliance Regulatory Compliance Market Conduct NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 96 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Authority Category Authority CEO VP s Directors M
12. Page 65 Connections Online Version 4 1 User Manual A User can select the modules to appear on the My Connection Tab by clicking the pencil at the top of the page on the icon next to the name There are three steps to adding a module to the My Connection Tab First choose a module click arrow and then highlight one module from list Then click item in second column and choose a location in the third column Click Add To arrange order of the modules position the cursor over the dots of the module to be moved and drag it to the desired location Add any other modules and then click Done when completed Wee Connections Onine Window ERE TT NN e o gO https beta connectionsonline net my gt amp x 9 Googie P File Edit View Favorites Tools Help x Google Search Ap Check More Eo es a xi Favorites My Connection Connections Online A E gt 7 gx Pagew Safety Toos y My Connection Q B Bob Builder aso Add Module 1 CHOOSE A MODULE 2 CHOOSE A SUBJECT 3 CHOOSE A LOCATION Calendar a W testing project for beta lending Current x x Comment its Dialogs XO Beta test Current Main Page Sidebar Evaluation Criterias 4 AND YOU RE DONE Members Paha Add Cancel Metri gm WO b Current Project Scope Project Tasks WO Project Current 4 Modules in Main Dock critical measure Module for Demonstration Financial Steen Individual Project Tasks Module for Cindy Siders Done
13. Sam Ersal E ms Ej a os br 8 AER jx m Color Printing of Reports You need to enable background printing for the color boxes on the connection reports to print in color Instructions for IE7 IE8 e Open Internet Explorer browser and go to Tools Choose Internet Options Choose the Advanced Tab Scroll down to Printing and check the box Print Background Colors and Images Click OK Instructions using Firefox e Open Firefox browser and choose File Choose Page Set up Choose Format and Options Under Options check the box Print Background Colors and Images Click OK If the above does not work it could be an issue with settings on your printer or other setting in IE8 Below are some sample solutions for the printer issues IE 8 e Make sure background colors are selected in Tools Options advanced e Click File in IE8 e Select Page Set up e Check print background colors and images Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 26 Connections Online Version 4 1 User Manual Firefox e If background colors setting in Firefox click file page setup check background color are set but it is still not printing background colors e Select report e Click the print button on report select color printer click preferences click color tab select manual select OK select print and the report will print the background colors Cardwell Group All Rights Reserved U
14. Update After Option 2 User A Read this is overwritten User B Read Delete this is untouched User C Read Update this is added After propagating with option 3 you would have User A Read Update Delete this is NOT overwritten User B Read Delete this is untouched User C Read Update this is added Security Using Reports to and Propagation There has been a security category created called Reports to All Users should have their boss as the person the User reports to This can be checked by the User on the People tab click the the user s name and under the organ dept the reports to will be listed If this needs to change please contact your Connections Online Coordinator Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 73 Connections Online Version 4 1 User Manual Mr Bob Builder Connections Online Mozilla Firefox mT pe eS File Edit View History Bookmarks Tools Help um m Connections Online Calendar MiInbox karla norwood connections Mr Bob Builder Connections Online xx E Cindy Siders Connections Online _ https beta connectionsonline net user bob demo el W Google PA Most Visited Getting Started 5 Latest Headlines ss mopegolox H Map Search E Map Links Traffic YB Yellow Pages Tools E Facebook ohtra el Weather amp jT Mr Bob Builder bo
15. add You will also be able to edit the name of the metric just as you would change a file name Check whether you also want the trend values owners related links and comments to be copied If you do want them to copy you simply check which you want copied or uncheck if you don t want them to copy You will be able to select the specific organization department or people tab by using the drop down arrows Click copy when you have completed your list of metrics to be copied Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 42 Connections Online Version 4 1 User Manual COPY FROM Organization Department Metric e 2 Demonstration Financial Institution e 1 FINANCIAL PERFORMANCE 1 1 ROA F 1 2 Capital 1 3 Growth 1 4 Interest Rate Margin 2 EMPLOYEE ENGAGEMENT 2 1 Charitable Time Given Monthly 2 2 Community Volunteer Hours 2 3 Products Per Member 3 Organization Culture Survey 4 CUSTOMER LOYALTY 4 1 Net Customer Growth 42 Test metric 4 3 Total New Accounts Monthly Tote 44 NetPromoter Score 5 OPERATIONAL EFFICIENCY 5 1 Creating a new metric 5 2 Operational Efficiency metric le paso NEW COPIED METRICS INCLUDE Trend Values Owners Related Links Comments Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 43 Connections Online Version 4 1 User Manual Roll Ups and
16. and Dropped the priorities that the team has agreed to drop due to adjustment to strategy lack of resources etc On a monthly basis the team re prioritizes projects and resources and adjusts the Project module just in time Demonstration Financial Institution Connections Online Windows Internet c aa asec X GO https beta connectionsonline net 4 96952ff1 30da 4af3 b240 eB1aee907e71 a IS x S Goog p gt File Edit View Favorites Tools Help x Google v Sl Search Ay Check More Co Wen X 2 cum di Favorites Demonstration Financial Institution Connection fuo E gt dA v Pagev Safeyv Tools v 9 connections online Organization v Department v Projects v People v my custom view bob demo Demonstration Financial Institution 6 Q9 e 4 6 Improving Organic Growth we will be 10 Billion by 2012 vV CALENDAR gt a February 2012 gt V PROJECTS PORTFOLIO 16 H M Uv w T F s p s SS 5 6 EN s 9 w un Project Portfolio Starts Ends Tracking Label D 3 Hd 1S5 15 7 1i 4 Current G 9 2 2 2 2 2 2 1 Headquarters Renovation PMO 08 07 11 07 29 12 Growth 5 27 28 2 2 Develop Organization Communication Process PMO 12 31 09 09 28 12 SREST i x eren V ORGANIZATION MEETINGS 25 ff 2 SEG Development Spanish community 10 06 10 12 01 11 Strategy Growth Meere es January 26th January b Queued 1 b Long Term Queued
17. 0310 877MM 02 04 10 921MM Co nts Monthly comment for this metric OPE 1 E i internet Protected Mode On Cardwell Group All Rights Reserved Page 24 User Manual Version 4 1 Updated 1 22 2015 Connections Online Version 4 1 User Manual Resource Utilization Report Go to the org dept page click on the resource utilization report then click on the org select Not Grouped check show subs click refresh and all the tasks for all projects show up Click the column header that says Projects and the projects will resort by project name alpha the header turns blue when done this may take a few seconds to resort then click Individual header this will take a second too when it is done sorting the header turns blue Now you have the projects in alpha order so you can scroll to see all the tasks associated with an org and all the names of people who have tasks assigned to them are also in alpha order so you can see by all the tasks owned by team members Also you can click on the end date column header it takes a few seconds the tasks are sorted by due date by task owner by org E EE JO tit test connectionsonine netir2 ResourceUtiizston a5p 7 368eafFt soda 4ef3 b240 lt 8 12229072 HSCEI Es pr File Edit View Favorites Tools Help x Google Hee Or BO am d Bshere gt sidewia dy Bookmarks e check de
18. 1 Name of the indicator 19 2 A 2 23 2 2 2 Competition best practices recommendations 26 27 238 29 3 another performance indicator INDIVIDUAL MEETINGS 22 4 one more indicator 2 1596 Leadership and Team Development description of this KRA October 21st 2011 another test E Add Performance Indicator October 18th 2011 4p beta test 1 Personal Development issues focus outcomes October 11th 2011 testing 2 Team Development issues focus outcomes August 19th 2011 12p August Description of this metric Meeting x 3 Organization Development issues actions outcomes SUPERVISORY SCOPE 1 4 3 10 Projects P Add Performance Indicator T S 1 This is my supervisory scope 1 Department Projects issues actions outcomes link 2 Organization Projects issues actions outcomes OVERALL GOALS AND ACCOUNTABILITY 2 4 4 2096 Business Fundamentals 1 This is what I am accountable for type in my accomplishments for this H Internet Protected Mode On gv 100 v ee ile 3 LIE Add Performance Indicator Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 58 Connections Online Version 4 1 User Manual The specific indicators for each Basic Role Area Key Result Area will be either quantitative or qualitative The Scorecard module can provide specific detail for qualitative information A User can add Basic Role Key Result
19. 2 December 30th 2011 9a December b Templates 2 b Radar Screen 1 November 19th 2011 November Completed 4 October 29th 2011 October Dialog Draft Projects Visible to you only T Project Created Y CORE VALUES z Demonstrate Integrity New Project Portfolio 9 19 2011 1 10 PM T Mese Deniart Dartfnlin 0nODnm 1 30 DM 2 Show respect for vourself and Si internet Protected Mode On fg vy 100 e 5 ai wu 1 47 PM ERN X I kealle j DTE Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 47 Connections Online Version 4 1 User Manual Project General Information This Project tab lets Users select a Project to be able to view sponsor customer project health through scorecarding the project s status current queued queued long term completed or dropped project phase its priority ranking the project scorecard start date near date end date the date the project will actually be completed There is also a comment field to keep everyone abreast of progress if appropriate In the Organization or Department tab select the Add symbol to open the Project window Input the data that will provide Users with information about the project e Project Name e Project Color tells the other viewers about the health of the project e Status how resources are being used in relation to the project status i e current currently being worked on queued
20. 2012 gt b gt H e 14 a 28 W T F 5 2 3 4 8 9 10 n 15 6 17 18 22 23 AM 2 29 PROJECT MEETING 0 1 49 PM 2 1 2012 Cr Cardwell Group All Rights Reserved Page 48 User Manual Version 4 1 Updated 1 22 2015 Connections Online Version 4 1 User Manual Adding Project Detail Once the Project has been added the Project will open If a User wishes to open the Project from the Organization or Department Connection Tab click the Project link on the Project module and it will automatically open in the Project Tab To edit the Project Status detail or any other detail at the top of the page a User can click the edit pencil symbol next to the name of the project to open the edit window Add or Edit the Project Metrics Procedures are the same as for the Organization Department Metrics Add or Edit Project Team Members by clicking the Add symbol in the Team Member section On the left of the edit window a User can select and add the people who will be on the team click the box next to the name then click the Insert button Under the name select their project roles from the drop down menu and if desired input their projected time to be spent on the task As the individuals work on the task they can enter total time spent on the task Make sure to select the correct Team Member role because roles are linked to project security B Project for the User Zeen WEE IE NN RR eic Let
21. 3 1 2 3 as oie Li BE 5 6 fi s 59 w u 12 13 4 35 16 1 18 Metric Current Minimum Meets Stretch 19 20 Au 2 23 2 25 1 Budget 2 27 28 29 D 1 1 New Member organic growth 72 75 100 D 1 2 Contractor construction average February 8 Task Select Architectural Firm ends TASKS 7 V PROJECT MEETING 4 z T s Ti 9 Task 9 Hours Sp Eee Uoc April 14th 2011 9a Headquarters Project Dial b 1 Contact Architect Supply Company to get a list of local architects Ms 2 14 11 5 6 13 Reni gt 2 Select Architectural Firm 1 0 8 7 07 2 812 May 31st 2008 2 30p Name your Dial gt 21 Seet e site 0 0 Sum vanz Ger 3 Architectural plan and interior design completed d 2 2 11 2 1 12 Tissue Risk May 31st 2008 test link PROJECT SCOPE 4 4 Permits completed 099 snano wou M Internet Protected Mode On fa vy 100 e Cardwell Group All Rights Reserved Page 31 User Manual Version 4 1 Updated 1 22 2015 Connections Online Version 4 1 User Manual People Connection the User can view and with proper security add edit delete data for the Basic Role and Basic Role Tasks Individual Metrics Project Tasks Dialog Follow up Tasks Accountability Supervisory Scope current project Individual Tasks Dialogs Dialog Tasks and Personal Tasks Bob Builder Connections Online Windows eC om gO O https beta connectionsonline net 39 dffcfe87 23ba 4cae 9bbe f92b6a
22. Critical Measure Current Minimum Meets Stretch b 1 New Accounts Monthly e 42 35 45 55 b 14 New Accounts Per Month B Builder 9 10 5 10 15 1 2 New Accounts Monthly S Farmer 32 8 10 15 gt Please note you cannot roll up metrics that do not have the same format for obvious reasons the calculation will not work make sure the children metric all have the same format Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 46 Connections Online Version 4 1 User Manual Projects Projects can be found on the Organization and Department Tabs Projects are an agreed upon priority listing of the projects goals that merit organizational resource allocation and cross discipline attention Each is a brief statement that explains the purpose of the team answering the questions What will this project team do that no one else in the organization is doing What organizational goal does this team support What resources are required What is the scope of work involved There are five default categories of Projects Current the critical few priorities that require immediate resources and focus Business Case projects that are currently have a business case prepared Queued the priorities that are on hold until resources are freed up from completed Current Projects Queued Long Term Completed the priorities that have been completed and there is a record for celebration
23. Leader A Member A Sponsor 9 9 00007 000 eo o o V DEFAULT SETTINGS FOR DIALOGS User Group Create Read Update Delete Delegate Default IT e 6 0 6660 o o0 9 o o0 9 9 Organization Editors 9 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 71 Connections Online Version 4 1 User Manual Security Using Propagation The security change will propagate backwards to all the elements on the security module you are editing You will be able to propagate the default security on the site page as well as security elements on the metric and project modules on the organization department and people tabs within the application To propagate the security changes back to the creation of the element open the security lock on the page make the security change then click the propagate icon for the security module you changed An edit window will appear for a choice of three ways to propagate Check the one you want and click the Propagate button A message will appear to tell you that the security has been propagated Use the second radial button for most propagation amp V SECURITY SETTINGS B9 Information Technology Security Propagating security will roll down the current default security settings to existing items There are three options on how this operation will behave Overwrite Default security will overwrite all existing security
24. Linking Metrics Overview An example Your VP Branch Operations on the Branch Operations Department page could have a parent metric called total loan metrics Then subordinate to total loan metrics the VP could link the loan metrics from the first branch with total loan metrics then link second branch loan metrics etc and add those together on the Branch Operations Department page to be the sum for total loan metrics The linking function allows the owner of each branch loan metric to change the metric on their department page and it will automatically show the change on the VP Branch Operation s page and the total loan metrics sum will also change when these subordinate metrics change The VP can also link to the other metrics without doing a calculation You can also do the same process on the Organization page Linking metrics between Organizations Departments and People tabs e Navigate to the page where you want the linked metric to show e Click the metric Add icon at the top of the metric module e Click Link to Another Metric CRITICAL MEASURES 18 an Create a New Metric Linkto Another Metric Copy Another Metric e The New Metric Link edit window opens select the Organization Department Project or Individual from which the metric will link FROM LINK FROM NEW LINKED METRICS Organization Department Metric Y 2 Demonstration Financial Institution 1 FINANCI
25. Measures and Formats Common Credit Union Formatting Numeric Data to How Number Displays on Measures Examples be Displayed Org Dept Tab ROA TL HHH 0097 9796 Percentages HHO 85 85 Dollars SH HHH 4500 4 500 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 39 Connections Online Version 4 1 User Manual Critical Measures Scorecard Entering Metric Data To enter data click the Add symbol and type in the name of the metric as well as the other quick metric data format minimum meets exceeds thresholds EI Demonstration Financial Institution Connections Online Windows Internet a E33 x Leer https bete connectionsonline net 4 96aaffl 31 e P File Edit View Favorites Tools Help x Google Sl Search Ay Check More SI ens A s Favorites 99 S Demonstration F X E Webmail M Connections Online E Connections Online SR GoToWebinar My fh gt OB e o Pager Safety Took d x xx ax bob demo Demonstration Financial Institution 9 B a e i i H ihz a Improving Organic Growth we will be 10 Billion by 2012 gt CALENDAR V CRITICAL MEASURES 16 a February 2012 gt S M T W T F S 1 6 S critical measure Current Minimum Meets Stretch 5 6 Ej s 9 w un 2 3 4 15 16 0 18 Color Tie color to value ah Qe Sh GR Co MAD Se oe 3 7 59 2 Format M Below THRESHOLDS Minimum
26. Reserved Page 5 User Manual Version 4 1 Updated 1 22 2015 Connections Online Version 4 1 User Manual e Department Connection Tab this page can be customized to show information that provides a clear focus for the Department s strategy Organization w Department v Projects w People v my custom view Corporate Marketing Improving Organic Growth we will be 10 Billion by 2010 gt Y SCORECARDS 3 connections online amp Q Bi kn sign out Y CALENDAR December 2011 t i S M T W T F S 1 2 3 Scorecard Current Minimum Meets Stretch 4 s 6 7 s 9 10 D 1 CUSTOMER LOYALTY 55 n 2 BD MH Is 6 7 D 111 Net Promoter Score 66 55 60 65 i8 9 2 22 2 2 D 1 2 Net Customer Growth 1 000 1 000 1250 1 500 3 6 2 3 239 9 a Y PROJECTS PORTFOLIO 10 Y DEPARTMENT MEETINGS 2 Q Project Portfolio Starts Ends Tracking Label October Sth 2009 New agenda 4 CurentG D 1 Implement a training program 03 07 12 mea x April 2nd 2009 sdf D 2 Project Life Cycle Detailed Framework September Sic Efficiency f 3 Campaign improve SEG penetration 04 28 0 1115 11 gt Business Case 1 Queued 2 Y CORE VALUES Templates 2 Demonstrate Integrity Completed 2 1 Be straightforward and honest 2 Show respect for yourself and others Member Focus 1 Consistently delver service members can count on D EE uiid an Open Learning Environment 1 Encourage challenging discussion 2
27. S A Given Individual o 0 e O9 e amp Metric Owners o 0 e OQ A Reports To 9 Y DEFAULT SETTINGS FOR PERSONAL TASKS amp User Group Create Read Update Delete Delegate A Default amp Reports To 9 DEFAULT SETTINGS FOR DIALOGS User Group Create Read Update Delete Delegate amp Default g 2 P 3 be amp Reports To 9 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 70 Connections Online Version 4 1 User Manual Another typical setting will be for Users to be part of a Department Security Group This security group added to the group s Department Tab security allows the members of that group to read create update delete and or delegate security for the Department A Information Technology Security 6 o o Y SECURITY SETTINGS V LEGEND SZ D I no access added here may be Notset added from somewhere else User Group Read Update Delete Delegate 3 Default e Ai accessto this action is given 4 access to this action is revoked aor 9 9 9 2 even if the person group has en AN Organization Editors e 9 9 Y access from another setting 660 Y DEFAULT SETTINGS FOR SCORECARDS User Group Create Read Update Delete Delegate Default Metric Owners e Go En IT 66 66060 660 6660 66 A Organization Editors DEFAULT SETTINGS FOR PROJECT PORTFOLIOS User Group Create Update Delete Delegate amp Default 1 r 9 d
28. Tasks will be tangible results stated in past tense For example if getting 10 people to participate in a focus group was a step in achieving the goal of the project calling 10 people is an activity 0 people participated in the Chicago focus group is a Task When viewing the Task module members can change its Priority e g low normal high add People Responsible which will automatically link and show up on their respective People Connections and write Comments about this task NAME COLOR PROJECTEDSTART ACTUAL START PROJECTED END COMPLETED PRIORITY DELIVERABLE TRACKING HIGHLIGHT Y No days before due DESCRIPTION Insert Cancel b 1 task name goes here Add Task by clicking the Add symbol Add task Name task Description Projected and Actual dates Please note once a User adds the Actual end date the Task will have a green check mark at the beginning of the task to show it as completed on the Project Tab Save the Task by clicking the Insert button You can now click the pencil next to the task and enter quick edit information or you can click on the name of the task open the task in a full web page and enter all task information including person responsible related links etc Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 50 Connections Online Version 4 1 User Manual Project Scope this module shows the intended scope of this Project what is incl
29. Y ORGANIZATION MEETINGS 25 Minimum X Meets January 26th January z Stretch December 30th 2011 9a December Insert Cancel November 19th 2011 November 1 FINANCIAL PERFORMANCE October 29th 2011 October Dialog D 11ROA 95 6 9 11 CORE VALUES DH 1 2 Interest Rate Margin Demonstrate Integrity 13 Growth 6200M u S4500M 4750M 1 Be straightforward and honest 5 ican m n a 2 Show respect for yourself and SS x E s others 2 EMPLOYEE ENGAGEMENT 30 j Internet Protected Mode On f v R10 v j TI Fai eile wi I S mmm e 7 ERN Lal IL wal e AC The User can input additional detail about the Metric e Thresholds lets the User input 3 levels of colors for easy view of Scorecard Enter threshold number metric and select the colors to indicate the different thresholds e Format See previous section Click Insert e Trend Values The trend values create the trend picture view of the on going performance of the threshold information Trend values can be entered using the pencil on the main page next to the metric for a quick edit or the User can click on the metric name link to enter the trend values e For a Quick Edit after the metric has been created click the pencil to the left of the metric add current threshold comment etc Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 40 Connections Online Version 4 1 U
30. and change your password after logging in Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 3 Connections Online Version 4 1 User Manual connections online BETA VERSION User Name Password Remember me on this computer Sign in J Wy Forget Your Password Connections Online Basics If you are new to Connections Online see the explanations below for Sign In Navigation and General Screen Layouts as well as Adding Editing and Deleting data Sign In The Connections Online application will be run from the client s web browser To access the application open Internet Explorer 8 or greater or other specified browsers and type in the Connections Online address Type the User Name your company email address Type the password assigned to the User Click Sign In Navigation In order to navigate through Connections Online click on one of the five tabs at the top of the application e Organization Connection Tab this page can be customized to show information that provides a clear focus for the enterprise s strategy Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 4 Connections Online Version 4 1 User Manual Organization v Department v Projects v People v my custom view A Demonstration Financial Institution Improving Organic Growth we will be 10 Billion by 2012 gt V SCORECA
31. are the authorities given to the different stakeholders of the Project Team i e CEO Natural Team Leader Sponsor Project Team Leader Project Team Member Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 75 Connections Online Version 4 1 User Manual People Connection Terminology People Connection Coach Dialogs This is a User s Connection that will provide Basic Role Current Project Tasks Overall Accountability Supervisory Scope Completed Tasks and level and job specific Authorities The Coach is the person an individual will report to from his her Natural Team this person will participate in the individual s monthly Dialog meetings This is a communication process whereby a Dialog meeting is scheduled monthly to review and update the Organization Connection the Project Connections and the People Connection this reinforces alignment and communicates in a timely fashion the status of all organization department and people performance Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 76 Connections Online Version 4 1 User Manual Appendix A Business Project Team Authority Matrix Business Priority Team Authority Matrix Page 1 of 3 connections N E Business Priority Team Authority Matrix Demonstration Financial Institution Success through Service Growth through Customer Choice 500M in Assets by 2007 Organizati
32. button to save the information which will open the Basic Role detail edit window Click the Add symbol to add the Performance Indicators KRIs then click the Insert button After the Performance Indicators have been input for the Basic Role they can be edited through the edit pencil icon The Performance Indicator can also be selected to drag up or down using the drag and drop feature Other information for each Basic Role can also be edited Tasks Comments and Related Links Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 59 Connections Online Version 4 1 User Manual Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 60 Connections Online Version 4 1 User Manual Overall Accountabilities Module This module reflects what the individual is accountable for Why does this position exist Cindy Siders Connections Online Widow EET C NNNM ical EE Go Je https beta connectionsonline net 39 31412551 e54d 4e99 b686 1310f01ad089 X 9 Googie ES File Edit View Favorites Tools Help x Google Sl Search Ay Check More ie SS e p Pe ia gt xi Favorites Cindy Siders Connections Online h B5 F 2 15 Leadership and Team Development description of this KRA October 21st 2011 another test b Add Performance Indicator 1 Personal Development issues focus outcomes testing 2
33. eene nennen nne a rennen teen nennen eterne 39 Critical Measures Scorecard Entering Metric Data eese eene nennen enne nnne tnter 40 Copying Melries Sis d e RO ORI OG RF RR DM ERES EORUM eet 42 ROU Ups and Linking Metrics 3o tto RUE AS SU RARUS 44 NIR E KE 47 Adding E 49 Project TASKS TER 50 xe eu 51 Project Evalu tion CHIEN tases ves cos p e ER OR ER OH IR TR EE 51 Copying Projects ioi e CUT DOE IR RO RR RR ER epe 52 Optional ProjectAuthority i i M deem ea e ti ea en i etr arie e e eet 53 Ein kin PVO Me nee ee es di rec rev eere eee tete ee vasa e bes a e ve denge ege 54 Usingthe Project Task Template e e ee t ave dene e o te ee E E eR RE 56 PEOPLE CONNECTION wc 58 Basie qq J 58 Overall Accountabilities Module e ette t N II e li svosea eio enne ede en even EE 61 Supervisory Scope EE 61 Al Delega E 63 Authority Matrix Document e tee re ette ee ax eene e ae E ee eaae vena ved oven aae ede ER erga 64 MY CONNECTI ON 1 3 d e Eden Eege 65 SETTING SECURITY FOR USERS eerie esee eese eee es etas tn stas tn sens enses esatta sens to stas enses seasons tasto sens tns ts essen eas 69 Re Setting User Password a ad e sp e e tese e OE Rue te MER RET 69 Security Using Propagation ciaan ig dea ute leto a e t e Le Ea eR hele Ed 72 Security Using Reports to a
34. tasks e Go across the row cells to the right of the name of the task and use the drop down or fill in the dates and descriptions as noted at the top of the row e When you get to the end of the row you will see the column for person responsible Double click Add at the end of the row and the box pops up with the names of the project members Check the person s responsible for the task Select Team Members Baxter Bobby Builder Bob Campbell Liam Actual End Descriptio Doe John e Name Projected Actual Howard John Siders Cindy e When you want to have a child task enter the task name move to the next cell in that row and click the indent arrow on your Excel function bar and the task will indent Notice the rank order of the task will change accordingly too e To send these tasks to the project click on the Add in tab and click the arrow next to Connections Online and click send The tasks will be sent to the project e Save the template with a new name for example the project name and you can reuse it when necessary Just change the dates people responsible etc and you will be able to send the tasks again e Please note do not change the color of the fields that will be synching It will NOT sync if the colors are changed 9Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 57 Connectio
35. translate EJ autol Se amp Osn rem Demonstration Francil Institution Resource Usizaton h D e Pages Safety Toces E Printu Demonstration Financial by Task SC Show Subs I show Completed Be Screen Orientation REII C Landscape 4 byTask by Individual Not Grouped Resource Utilization connections online Demonstration Financial Institution eculng sealagy GEN productivy Improving Organic Growth we will be 10 Bilion by 2012 Tasks Starts Ends ProjectPorttolio From individual Projected Actual Task Log Project Request Project Life Cycle Detailed Marketing Bobby Framework Brown v Task Log Project Request Project Life Cycle Detailed Demonstration Financial Bobby Framework Institution Brown v Task Grand Opening for Members 04 30 10 Headquarters Renovation Demonstration Financial Bobby e sel el of el o el sel el of el Institution Brown 5 Boe TI 7 I intenet Protected Mode On a gt Rim 7 Bele 7 J Q volt gt Bal m All Projects Report In this report there is a list of all projects from all departments listed The projects are grouped by status i e all projects current all projects queued etc Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 25 Connections Online Version 4 1 User Manual le Fle Edt View Favorites Tools Hep x Google ed 8B searc
36. 2015 Connections Online Version 4 1 User Manual Related Links allows the User to organize information associated with the data within Connections by setting links and link descriptions for additional informational views from an address anywhere on the networked system or web The User will find Related Link functionality throughout the application to easily organize information on the network New Related Link x gt ORGANIZATION DIALOG 23 NAME L URL November 19th November October 29th October Dialog DESCRIPTION Conference Roo IF BI U A FotName Sizer Fr September 15th 9a September dialog July 1st July 1 Project Detail Report Z Design lt HTML Preview 2 Single Metric Report Insert Cancel D 3 Report Link Word and Excel 4 Contract Construction Average Current Minimum Meets Stretch 5 Single Metric Reports for Andy 6 Project Detail Report for And Secure Sypher for Related Links By popular demand file uploads directly into Connections Online related links are now possible with Secure Sypher For 45 per month your entire Connections Online site can upload and store up to 20 GB of files that are kept secure based on your Connections Online page security settings A video walk though of setup and usage is available on YouTube http www youtube com watch v PS XZ7 3hyio Links for more information and to sign up can be found on your Connections Online s
37. 4 1 Updated 1 22 2015 Page 61 Connections Online Version 4 1 User Manual People Tab Individual and Connected Metrics this is a module that shows all metrics that the individual you are viewing has ownership for that are not under the individual metric module If this person owns a metric in an organization or department scorecard it will show on their page in the Connected Metrics module vV CONNECTED METRICS 1 EE Name From Current Minimum Meets Stretch gt l ROA Demonstration Financial Institution 9 6 9 11 People Tab Project Module the projects only module lists the projects the person is a member of People Tab All Tasks Project Dialog Follow Up Basic Role and Personal the tasks anywhere in the application that the user owns and has security to update can be seen on their People tab The User can just click the blue circle check next to the task and that will mark the task as completed Once the circle is clicked it will change to green showing that the task is completed The Actual end date will be the date the circle is clicked to show that it has been completed You can still do a quick edit and add a comment and also mark as completed by entering the actual end date Institution IN IO permit Headquarters Renovation HQ isse Financed 12 13 10 05 02 12 gt o permit Headquarters Renovation HQ DEERE an cian 12 3 10 05 02 12 Cardwell Group All Rights Reser
38. AL PERFORMANCE 1 1 ROA 1 2 Capital 1 3 Growth 14 Interest Rate Margin 2 EMPLOYEE ENGAGEMENT 2 1 Charitable Time Given Monthly Add 2 2 Community Volunteer Hours Remove 2 3 Products Per Member 3 Organization Culture Survey Clear 4 CUSTOMER LOYALTY 4 1 Net Customer Growth 42 Test metric 4 3 Total New Accounts Monthly Tote 44 Net Promoter Score 5 OPERATIONAL EFFICIENCY 5 1 Creating a new metric 5 2 Operational Efficiency metric Cu Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 44 Connections Online Version 4 1 User Manual e Highlight the metric on the left and click Add Change the name of the metric as desired and click the Link button at the bottom left of the edit window e The metric will now be displayed on the page where you want it linked it will have a green arrow next to the metric to show that it was linked Drag and drop the metric where you want it to be on the metric list In the example below see the two New accounts monthly metrics are children of the parent New Accounts Monthly metric vV CRITICAL MEASURES 3 Critical Measure Current Minimum Meets Stretch b 1 New Accounts Monthly e 42 35 45 55 b 1 1 New Accounts Per Month B Builder gt 10 5 10 15 b 1 2 New Accounts Monthly S Farmer 32 8 10 15 e Inthe example below if you open the child metric New Accounts Per Month B Builder you will see w
39. Areas KRA and KRA Indicators KRIs There is a comment box for each Performance Indicator Key Result Area Indicator where a User can note variances to the Indicators These Key Result Areas should equal 10046 of the work to be done by the User Users can also post and track Tasks associated with each Basic Role KRA Basic Role Detail Click the Add symbol which will open the first edit window Enter a Basic Role Area KRA including the percentage of time a User will spend in that area Users can also add a description of the KRA Cindy Siders Connections Online Windows Int ee a iom GO 9 ee online net 39 314 AGE CE File Edit View Favorites Tools Help x Google ZB Search Ay Check gt More gt gt zi 0 i di Favorites Cindy Siders Connections Online hy E 7 d Pager Safetyy Tooke Qe L Process Management goal 2 Business Partner Vendor Management issues resolutions 2 add goals and overall accountability 3 Meetings Adminstration dialogs 5 40 Department Management A Add Performance Indicator 1 Mortgage issues outcomes 2 Consumer Loan issues outcomes 3 Collections issues resolutions 4 Research and Development 5 Reporting 6 10 Training and Development Individual Dialog A Add Performance Indicator Y BASIC ROI Q Name Starts Due Tracking Label Internet Protected Mode On fg 100 Eola ile 1s ITE Click the Insert
40. Connections Online Version 4 1 User Manual Table of Contents ACCESSING CONNECTIONS ONLINE FROM A CLIENT COMPUTER esee testen tenens ts entia snnaun 3 At The Sign In Screen i oia det nte dene deeem 3 Sign Instat o tubae tatem dabis 4 DAE EE 4 Default General Screen Layouts 4 eet etie e eee ee eee 9 Rel ted Links EE M cad 11 Secure Sypher for Related LANs sc ie a ie eee dee e hohe e e ed P ee d eee erede het tend 11 Sharing Files for Related Links Option esses eene nennen rennen nne erret erint terne 12 Adding Editing or Deleting Data i te e ed rt bred e d deed Een 21 Search QUIE ah 22 Printing AOIKHES T 24 Printing a Connections TAD ie e etti Ei IR dete eie eR eee seen e EE 28 ORGANIZATION DEPARTMENT CONNECTION eeeeeee enses tenent tasas enata senses sse sa seasons ens en senses eese en enn 34 Ia i stadio e te deste he deo evt d Ag td edd 34 FOCUS BL eer eeng d gengen Age eg P BM 35 Core Values vu mies dete e ette eere fe ente tle tv foede ee te eee toes 35 Critical Measures SCOT CUt uo eere eye eiie eet ea e ey ee Pede AE e ree ER eden 37 Critical Measures Scorecard Formatting eee eese seen eene enne tentent nene enenee teniente tnter 38 User Defined Numeric Format Examples eese
41. DER in DEVELOPING THE TEAM CONNECTION Facilitate all Team Members through the development of the complete Team Connection Work with the Sponsor to ensure that the project plan aligns with organization s priorities Enter the project plan into the Connections software including relevant Related Links as deemed appropriate for team communication coordination and productivity EXPECTATION of the TEAM LEADER in IMPLEMENTING THE TEAM CONNECTION Accountable for successful team results Set the dates for bi weekly Team Dialogs Take the lead role in facilitating the Team Dialogs ensuring that the team s time is used wisely Keep the Team focused on the work outlined in the Team Connection Monitor that the team s work is staying within the established project scope and budget Ensure team productivity the completion of deliverables within established timelines effective teamwork open communication effective resource coordination on going strategic alignment and effective problem solving Make sure that the team s work is consistent with the standards set forth in the project Evaluation Criteria Ensure the team has the resources needed to complete its work TO E t nr a ann a D D nr a a 0 0 0 nz http www connectionsonline net demo default asp t report amp s teamam amp id 1 8 30 2006 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015
42. Listen be accessible approachable Internet Protected Mode On fav 10 e Project Connection Tab this page provides for effectively leading cross discipline teams to complete Organizational and Department projects Organization v Department v Projects v People v my custom view Ki Demonstration Financial Institution Projects Portfolio 1 Headquarters Renovation HQ connectionsionine amp Q i kn sign out 8 7 2007 6 29 2012 o Status Current Phase Development and Testing Tracking Strategy is Growth Total Hours 1330 actual 24 6 projected gt Y CALENDAR METRICS 3 a December 2011 r l S M T W TF S 35 5 Metric Current Minimum Meets Stretch em 4 5 6 7 8 9 1 D 1 Budget n 2 B HM 15 1 n D 14 New Member organic growth 90 n 75 100 8 9 2 22 2 A D 12 Contractor construction average a 5 6 7 59 v TASKS 10 December 20 5p Task Select the site ends 9 Task Hours Starts Due Tracking December 27 Task create a task for training ends DH 1 Contact Architect Supply Company to get a list of local architects 8 4013 2n4n1 December 29 5p Task Select Architectural Firm end D 2 Select Architectural Firm 1 0 8 7 07 21 Select the site 0 0 8 7 07 Y FROJECTMEETMG 6 D 22 Architectural plan and interior design completed 134 826 EH Tissue Risk b p 098 10 5 18 10 April 14th 9a Headquarters Project Dialog DH 34 building permit 0 1423 121370 Risk c 4
43. Online Version 4 1 User Manual option allows the files to be updated through WebDAV connections to the folder I m going to use the directory browsing option later in this example so if you re following along you may want to do the same Jy Copy gn film Acc r v Milana fee tot FP fend I Zeg source accen i Dawe he fetter Fw F Desin yong ED End re Fiber s le K Dente tha folder When you close the Alias window the new alias will show up in the Properties window Press OK a couple of times and close all of the open dialog windows Poe amd Folder aska T mn der Reon Jain dip oeri T Copy ga filme EL LI LU Ei Now you can check your IIS settings to see that the new web folder is being shared Open the Internet Information Services IIS Manager in Administrative Tools Administrative Tools may not show up on your Start Menu in the same spot it does for me but it should be in there somewhere Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 15 Connections Online Version 4 1 User Manual Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 16 Connections Online Version 4 1 User Manual In the IIS Manager expand the tree on the left side so you can see the Web Sites on your server Under the Default Web Site you should see a folder or cog icon that matches the alias you set for the shared folder Select that alias and the shared files and su
44. Page 19 Connections Online Version 4 1 User Manual Navigating to other pages within the same tab hierarchy or to other tabs Users will be able to change the page view within the same category For example to see the Organization Connection page for a different Organization the User would click on the symbol for organization and the search engine will display all the organizations for that site Follow the same procedure for departments projects and people If you know the name of the department or project or person just type that in the search field and click the symbol to search for org dept project or people and the search will result in the link to what you are looking for Then click on the link and that page will open kn 2 B Branch ABC Branch Operstions Branch DEF Branch Operstions Corporate Demonstration Financial Institution n Executive Committee Executive Committee duplicate Oho 6eeo Human Resources Corporate Information Technology Lending Demonstration Financial Institution Marketing Corporate B merger F Stretch Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 20 Connections Online Version 4 1 User Manual Adding Editing or Deleting Data Each data module Main Column or Sidebar for each page uses the following edit symbols which the User with proper security will use to add edit or delete data Col
45. Page 77 Connections Online Version 4 1 User Manual Business Priority Team Authority Matrix Page 2 of 3 connections ONLINE Business Priority Team Authority Matrix Demonstration Financial Institution Success through Service Growth through Customer Choice 500M in Assets by 2007 Facilitate team problem solving and ensure the removal of any roadblock and barrier to team success Facilitate Team Dialog debriefings to continuously improve team communications productivity and effectiveness Update the Comment field in the Organization Connection and ensure all completed deliverables have been checked off as completed before each month s Organization Dialog Contribute to the work of the team as a team member without dominating Encourage dialog between Team Members Team Members are Partners not Your Staff EXPECTATION of the TEAM LEADER in the MID PROJECT REVIEW Facilitate a Team Dialog with all Team Members to identify specific ways to improve the team s performance in the second half of the project Work with the team to identify any needed improvements in team process or needed refinements in the Team Connection such as team assignments deliverables or timeline Any changes in Project Scope or Project Evaluation Criteria require Sponsor sign off Changes in the final Project Completion Date require CEO sign off EXPECTATION of the TEAM LEADER in the PROJECT CLOSE OUT REVIEW Facilitate a se
46. RDS 17 e es ss ss ss ss ss ss s Scorecard 1 FINANCIAL PERFORMANCE 1 1 Add another metric 1 11 add metric 1 Interest Rate Margin 13 Growth 134 Capital 14ROA 2 EMPLOYEE ENGAGEMENT 24 Charitable Time Given Monthly 2 2 Community Volunteer Hours 23 Products Per Member 24 Organization Culture Survey 3 CUSTOMER LOYALTY 34 Net Promoter Score 32 Net Customer Growth 33 Total New Accounts Monthly Total 4 OPERATIONAL EFFICIENCY Y PROJECTS PORTFOLIO 15 Project Portfolio 4 Current 4 D Done 1 Headauarters Renovation HO1 l Current Minimum Meets Stretch 620 0 M 4250 M 450 0 M 475 0 M 072 9 6 996 12 30 101 Hrs 88 80 85 90 77 55 60 65 1 600 1 000 1 250 1 500 94 70 75 125 6 106 Starts Ends Tracking Label 08 07 07 06 29 12 Stratenv is Growth Internet Protected Mode On KEE amp O9 iir sign out CALENDAR 4 December 2011 bo H M T w T F H 11 12 13 14 15 16 17 18 19 20 2 2 23 2 28 29 30 31 December 6 D lt Project Portfolio Improve Business Processes ends ORGANIZATION DIALOG 23 November 19th November October 29th October Dialog September 15th 9a September dialog E 1st July Demonstrate Integrity 4 Be straightforward and honest 2 Show respect for yourself and others test Member Focus 1 Consistently deliver service members can count on Build an Open Learning fa R10 Cardwell Group All Rights
47. Team Development issues focus outcomes Description of this metric 3 Organization Development issues actions outcomes October 18th 2011 4p beta test October 11th 2011 August 9th 2011 12p August Meeting V SUPERVISORY SCOPE 1 4 ES 10 Projects x Add Performance Indicator X z 1 This is my supervisory scope 1 Department Projects issues actions outcomes link 2 Organization Projects issues actions outcomes OVERALL GOALS AND ACCOUNTABILITY 2 4 4 2096 Business Fundamentals 1 This is what I am accountable for type in my accomplishments for this goal Add Performance Indicator 1 Process Management 2 Business Partner Vendor Management issues resolutions 3 Meetings Adminstration dialogs 4 5 40 Department Management Add Performance Indicator 2 add goals and overall accountability V RELATED LINKS 2 D 1 Resource Report 2 Resource Utilization by Operations by Individual 1 Mortgage issues outcomes 2 Consumer Loan issues outcomes 3 Collections issues resolutions 4 Research and Development 5 Reporting 10 Training and Development EIC oa mi 3 b REPORTS A Advanced Analytics lt DNividual Connection Supervisory Scope Module This module defines the Departments or major functional areas under a User s supervisory control Cardwell Group All Rights Reserved User Manual Version
48. Updated 1 22 2015 Page 54 Connections Online Version 4 1 User Manual e See the green arrow indicating this project has been linked V PROJECT PORTFOLIOS 1 9 Project Portfolio Start End Phase Tracking 4 Current 1 Training and 3 c g b 1 Headquarters Renovation PMO 12 6 11 10 30 12 CUSTO i e When you open the project it will show where it was linked from Branch DEF Project Portfolios 1 Headquarters Renovation PMO KA Linked to Demonstration Financial Institution Headquarters Renovation PMO 12 6 2011 10 30 2012 Status Current Phase Training and Production Total Hours 8160 actual 793 4 projected Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 55 Connections Online Version 4 1 User Manual Using the Project Task Template Additional Domains to use these templates Please make sure that the domains cows connectionsonline net as well as or instead of api connectionsonline net are working so firewalls will allow access to anyone using the Web Services Excel Templates Outlook Connector or Project Connector Link to the templates http www connectionsonline net templates html To use the templates follow these instructions you must be using MS Office 2007 or 2010 e Be sure that the Web Services feature has been turned on contact Karla Norwood for the website location templates use web services and this feature must b
49. al Goal Key measurements that the organization department project or individual will use to trend and evaluate success Projects that the organization and or departments feel that needs to be accomplished to push the organization forward to meet strategic objectives There may be project teams for each priority Project The Projects that the organization and or departmental teams are working on to complete The Projects that the organization and or department have tabled for the moment The Projects that the organization and or department teams have completed The Projects that the organization or department will no longer be addressing This is a plan that includes the overall Project Details and the Project Tasks that each project team member is accountable for completing This is the part of the Project Connection that communicates start and end dates Project Scope Evaluation Criteria Members and Scorecard The short term cross discipline teams that are responsible for Projects This is the individual responsible for leading a Project Team This is an individual who participates in the Connections process In developing the Project Connection a sponsor is identified as the individual who will frame in the specific purpose focus of the Project s output The sponsor can be the actual internal or external customer or may have overall expertise in the Current Priority but for business reasons is not on the team These
50. al budgets with Director approval Purchasing Authorize all purchases within Authorize all purchases within Authorize all purchases within Authorize all purchases within Board guidelines budget guidelines budget guidelines budget guidelines Contracts Approve all contracts within Board Approve all departmental contracts guidelines within budget guidelines NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 89 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Policies and Procedures Authority Corporate Policy Functional Policy Operational Procedures NOTES Authority to Approve all corporate policies Approve all functional policies within scope of accountability Approve all operational procedures within scope of accountability Approve all functional policies within scope of accountability Approve all operational procedures within scope of accountability Directors Approve all operational procedures within scope of accountability Mid Management Approve all operational procedures within scope of accountability Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 90 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Corporate and Regulatory Compliance and Market Conducts Corporate Authority to Authority to Authority to A
51. ation a User wants to view I rn a Go Je https beta connectionsonline net my File Edit View Favorites Tools Help x Google e D a Search Ap Check 7 More gt gt mo LM q ol Favorites e My Connection Connections Online dh TT Safety v Tool v Ex connections online Organization v Department v Projects v People v my custom view desired bob demo My Connection d a Bob Builder a Ss o gt DEMONSTRATION FINANCIAL INSTITUTION v CINDY SIDERS PROJECT TASKS 23 l Project Task Project Portfolio From Starts Due Tracking Label Validate project request number Project Life Cycle Detailed Initiation and 1 PEL P EERE xus Goes vate projectrequest nimber n c eerie Cycle MS Project Branch Operations ES xe B Q Selectthe site Project2 Board 020313 1214 11 Grand Opening for Members Project2 Board 02 03 11 11 24 11 Select the site Gees ee testing Training implementation D Grand Opening for Members Ree ee testing y rining implementation E Headquarters Renovation testing 7 A D Company to get a list of local docAdvanced Feats Training implementation architects D building permit Me p inn reden testing Tyaining implementation Risk b Select the site Headquarters Renovation Branch ABC Done Internet Protected Mode On fg v 100 v mt 2 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015
52. atures J Headquarters Renovation testing 3 E D building permit dor Adbosced Fours Training implementation Risk gt Select the site Headquarters Renovation Branch ABC gt Grand Opening for Members Headquarters Renovation Branch ABC Contact Architect Supply b Company to get a list of local Headquarters Renovation Branch ABC architect Done Internet Protected Mode On gv 100 v EA eiLej X Cardwell Group All Rights Reserved Page 33 User Manual Version 4 1 Updated 1 22 2015 Connections Online Version 4 1 User Manual Organization Department Connection The Organization Department Connection provides a clear focus for the organization s department s strategy This has five key imperatives They are Emotional Goal Core Values Focus Critical Measures Scorecard and Projects Emotional Goal BHAG This information is added at the Organization and Department Tabs This is a short measurable emotional statement or Big Hairy Audacious Goal that creates a common perspective throughout the organization about what we are trying to do as a business To edit this click the pencil next to the name of the picture icon for organization blue building and edit the Emotional Goal enms Demonstration Financial Institution Connections Online Windows Internet Explorer 2 gt gO e https beta connectionsonline net 4 969aaff1 30da 4af3 b240 e81ae 8 x IET G9 Wen A
53. b demo bob demo Account Settings Jess amp o Account Name bob demo V Site Administrator Y PASSWORD For your security we only store Full Name Mr Bob Builder salted hashed passwords We can ttell MEM you what your password is if you z Email Address bob demo col forget it Instead we can send you a temporary password in e mail along with a link SE Sege to change your password from there If you know the password for this account you User Defined 2 can also change it here User Defined 3 SE s User Defined 4 Update gt Y ORGANIZATIONS amp DEPARTMENTS 2 Organization Department Branch DEF Demonstration Financial Institution Lat B eei If the user has security to change or create the person the user reports to check the box to the right of the department listed an edit pencil will appear click the pencil and edit the Reports to individual Security Tip On the People security page under Individual metrics the default is that no other user can read see the Individual metrics Consequently the default is that the employee s boss cannot see the individual metrics If the employee wants the boss to see their individual metrics they can select the lock in the Individual Metric module click add click Reports to add the security you want the reports to to have i e reader create edit etc Click the Propagate icon to allow the security t
54. b folders should show up in the right side of the window If everything is showing up in IIS Manager it s time to try to open the links in Internet Explorer Open Internet Explorer and type in the link http servername alias where servername is the machine name mine was COL3 and alias is your web folder name mine was article Since we enabled directory browsing this link opens up a directory view of the files available col3 article ous Renter faneery 16 2006 4113 PR 1369061 btanotomy pdf Wowaey jaweery 16 2006 dito P ten 00 E T 3 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 17 Connections Online Version 4 1 User Manual Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 18 Connections Online Version 4 1 User Manual Right click on one of the file links and choose Properties This will show you the new Web address URL for the file In my example the link is http col3 article btaxonomy pdf You now have the new link that you can use in Connections Online That s it Once you begin using these new links they should become more and more familiar and easy to use your Connections Online site will be more secure and you will no longer have to worry about supporting the older link formats or older less secure Web browsers Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015
55. create a task for training 0 0 imu May 31st 2008 230p Name your D 5 Grand Opening for Members 0 038 81740 1 Dialog D 6 testing the task function 10 501 May 31st 2008 test ink d Q et 0 0 Y PROJECT SCOPE 8 Y PROJECT MEMBERS 13 EI 1 GENERAL INTENT Name Role From Actual Projected re develop the HQ branch to improve x member service flow better utilize Pearl Baird Sponsor Marketing H 0 space and technology Bobby Baxter Leader Marketina 1328 as 2 OUTSIDF ARCHITECT M Done Internet Protected Mode On fg R10 v Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 6 Connections Online Version 4 1 User Manual People Connection Tab this page provides a clear focus for the resources controlled by an individual It aligns individual results to organizational and departmental outcomes It is used as an important guide for prioritizing the allocation of resources recognizing performance coaching and for updating targeted outcomes throughout the year j j k it A Cindy Siders amp Q amp kn sign out CTO Information Technology cindy siders gmail com vV BASIC ROLE 6 vV CALENDAR 4 December 2011 bor H Basic Role S M T W T F S i m S D 1 5X BigPicture 4 5 6 7 8 9 1 gt 2 15 Leadership and Team Development description of this KRA AP ae 2 3 ZS HI 5 2 a s i 1 2 2 2 2 4 3 6 2 23 2 03 3 D 4 20 Business Fundamentals D 5 40 Department Managem
56. e Due Dates or make changes in project Staffing assignments The Team Leader does not have the authority to move the final Project Completion Date this requires CEO sign off Expend funds within the agreed upon project budget Select and integrate Consultants into the project team Team Member D D D EXPECTATION of TEAM MEMBERS in DEVELOPING THE BUSINESS CASE Work with the Team Leader to develop a meaningful Business Case that is business strategy driven with a cross functional perspective Assist in developing support data to prove the efficacy of the Business Case EXPECTATION of TEAM MEMBERS in DEVELOPING THE TEAM CONNECTION Actively participate in the development of the complete Team Connection to ensure it is realistic in its timeline and represents the needs of their department and the overall organization Work with the team leader in the development of meaningful Related Links as deemed appropriate for team communication coordination and productivity EXPECTATION of TEAM MEMBERS in IMPLEMENTING THE TEAM CONNECTION Accountable for successful team results stay focused on the work outlined in the Team Connection Monitor your due dates and complete all assignments promised to the team including Deliverables Tasks and Follow Ups Monitor your work to ensure that you are staying within the established Project Scope and contributing to the achievement of the Project Evaluation Criteria Come prepared for th
57. e bi weekly Team Dialogs help ensure that the team s time is used wisely Work cooperatively take the personal responsibility for effective teamwork open dialog with other Team Members effective resource coordination on going strategic alignment and effective problem solving Use your professional skills and experience to help the team gain insight and improve its effectiveness Contribute to discussions and decisions without dominating or over influencing Keep your department leader up to date on team results and anticipated outcomes EXPECTATION of TEAM MEMBERS in the MID PROJECT REVIEW Actively work with the Team Leader and the other members of the team to identify specific ways to improve the team s performance in the second half of the project Work with the team to identify any needed improvements in team process or needed refinements in the Team Connection such as team http Awww connectionsonline net demo default asp t report amp s teamam amp id 1 8 30 2006 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 78 Connections Online Version 4 1 User Manual Business Priority Team Authority Matrix Page 3 of 3 connections O N L N E Business Priority Team Authority Matrix Demonstration Financial Institution Success through Service Growth through Customer Choice 500M in Assets by 2007 assignments deliverables or timeline Any changes in Project Scope or Project Evaluation C
58. e color to value 19 2 a 2 B 2 m Nome 2 7 3 3 Format e Below THRESHOLDS Minimum V ORGANIZATION MEETINGS 25 Minimum x Meets January 26th January Stretch December 30th 2011 9a December Insert Cancel November 19th 2011 November b 1 FINANCIAL PERFORMANCE October 29th 2011 October Dialog b 11 ROA 9 6 9 11 CORE VALUES D 12 Interest Rate Margin Demonstrate Integrity 13 Growth 6200M 4250M 4500M 4750M d Bc cogi edendo Genet D 14 Capital 072 7 n 8 2 Show respect for yourself and others D 2 EMPLOYEE ENGAGEMENT 30 x Done amp Internet Protected Mode On fay 1005 D e EE A a m gy ya D E en 2 1 2012 a Lo Rolling over the current metric reveals a pop up trend picture Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 37 Connections Online Version 4 1 User Manual Critical Measures Scorecard Formatting For the Format field there are commonly used format strings found in the menu when the drop down arrow is clicked If the desired format formula is not on the list a User can delete the data currently appearing in the Format field and input a custom formula review the table on the next page A custom format formula will be available for that specific Metric only IW CRITICAL MEASURES 16 P critical measure Current Color Y Tie color to value Name Below Minimum 240 ae
59. e in a Web browser If it isn t working check Microsoft s site for more help Now you re ready to share your files with web folders In Windows Explorer browse to the location where your files are located Right click on the folder you wish to share and click Properties or Sharing and Security from the menu Both options open up the properties window Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 13 Connections Online Version 4 1 User Manual In the properties window select the Web Sharing tab and click on the Share this folder option On this window you could also choose to share your files in a location other that the Default Web Site on your server but to keep it simple I m just going to use the default option Choose an alias for the folder to be used on the Web share You can just use the default alias which matches the directory name on the server but if the directory name has spaces or other non alpha numeric characters in it or if it is a long name you may want to use a shorter alias Later on this alias will be part of the file location http servername alias file doc In the Access permissions section only the Read option is required for the Related Links to work but the Directory browsing option makes using the shared folder a bit easier and the Write Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 14 Connections
60. e turned on before you can use the templates Download and save the template from our website Save the template in a folder on your desktop In Connections Online create a project Enter the names of the project members in Connections Open the saved template form Excel may ask you to enable editing and or enable content macros make sure you enable them File Home Insert Page Layout Formulas Data Review 1 Project Connection e You will be asked for your Connections Login login with your Connections login If you are not a COL Administrator make sure you are a member of the project team that has security to create tasks on that project ler existing tasks in the order entered below Use the Indent Outdent buttons on the Name column to change 9Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 56 Connections Online Version 4 1 User Manual e Onthe Organization Department line select the project s Org Dept from the drop down at the end of the blue field e Select the project at the end of the Project Name field Project Connection Belect a Project and then enter Tasks for importing Required PLEASE DO NOT CHANGE COLORS OF CELLS Organization Department E Project Name Business Case 1 test project e Enter the name of the task on Line 11 Do not enter a rank number These numbers will automatically populate as you create your list of
61. ectives and priorities and periodic progress updates within my Supervisory Scope Recommend strategic alliances and partnerships to the CEO Middle Managers Authority To Make recommendations and provide input to the Leadership Team on the Company s annual priorities Provide input into departmental plans and priorities Serve on cross functional teams to provide input or for development Review and communicate objectives and priorities and periodic progress updates within my Supervisory Scope Recommend strategic alliances and partnerships to the Leadership Team Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 82 Connections Online Version 4 1 User Manual Authority Matrix Guidelines ABC Company Budget and Contract Authority Authority To e Review and ratify the annual budgets including budget assumptions Review budget variances Ratify recommended changes over the aggregate budget Follow Up Authority To Allocate or reallocate funds within aggregate approved budget Establish annual budget process and timelines Recommend budgets and variances to the Board for approval Review budget results and financial performance Delegate spending authority to the Leadership team or below for budget approved capital and operating expenditures Approve contingency expenditures and follow up for Board ratifications Negotiate and appro
62. efox 3 or higher or the latest Chrome and Safari browsers Your Connections Online Sign In URL https beta connectionsonline net User name Typically your company email address Password assigned by Connections Online or your company At The Sign In Screen Ask the Connections Online Coordinator for your Sign In information User Name Typically your company email address Password assigned by Connections Online or your company Change at People page click pencil icon next to your name to open edit screen find the password field and type in the password repeat in next field you want to use Click Sign In Remember me on this computer if you check this option after login and set the URL as http beta connectionsonline net you will always be logged in automatically unless you sign out Forget Your Password The Forget Your Password option will send you an e mail message which includes a link to automatically log you in to Connections Online with the temporary password After logging in with a temporary password you will then be sent to the password changing screen Once you enter your new password you can then continue on to Connections Online If you have multiple Connections Online accounts with the same e mail address all of them will be listed in the same message and have the same temporary password Or if you prefer you can copy and paste the temporary password in the email into the log in screen
63. en Layouts All the tab pages have the same general default layout e Main Column There is a Main Column down the center of the page In the Main Column every Tab except the My Connection Tab has a metric scorecard module plus modules reflecting other information relevant to the specific Tab ere vena urine Organization w Department v Projects v People v my custom view WP aioe ened umn noon B e amp Q kn sign out Demonstration Financial Institution a Improving Organic Growth we will be 10 Billion by 2012 gt Y CALENDAR SCORECARDS 17 X 74 December 2011 KN BE s M T W T F S 1 2 3 Scorecard Current Minimum Meets Stretch 5 6 7 s 9 w D 1 CIAL PERFORMANCE sS us E Z x 29 gt 1 Add another metric 18 19 20 21 2 23 2 1 11 add metric 235 26 27 28 29 3 23 D 12 Interest Rate Margin December 6 oro Project Portfolio Improve Business Processes D 134 Capital ends gt 14ROA 9 6 9 12 ORGANIZATION DIALOG 23 D 2 EMPLOYEE ENGAGEMENT 30 D 24 Charitable Time Given Monthly 101 Hrs November 15th November D 22 Community Volunteer Hours October 29th October Dialog D 23 Products Per Member D 24 Organization Culture Survey 88 80 85 90 So EES ST D 3 CUSTOMER LOYALTY Fees D 34 Net Promoter Score T 55 60 65 E D 32 Net Customer Growth 1 600 1 000 1250 1 500 Y CORE VALUES 5 3 3 Total New Accounts Monthly Total 99 Demonstrate Integrity 1 Be straightforward a
64. ent NEUEN R gt 6 10 Basic Role for Training Task Select the site ends Task Select the site ends Sp Project Portfolio Project2 ends Y INDIVIDUAL METRICS 7 Sp Project Portfolio Project2b ends z December 20 Sp Task Select the site ends Individual Metric Current Minimum Meets Stretch December 28 Basic Role Task associated with Leadership 7 D 1 GOALS INDIVIDUAL MEETINGS 22 D 14 Financial Soundness 3 00 2 00 3 00 400 x D 12 Net Customer Growth Cindy 99 1 600 1 000 1 250 1 500 SEENEN S 2 Cross Sells per Week 7 5 10 15 Se NIME D 3 Training Hours per year 16 35 35 40 D 4 Org Metrics I Own October 11th b 41 ROA Cindy S 6 9 1 2 August 19th 12p August Meeting gt raan e wi gt v SUPERVISORY SCOPE 5 gt PROJECT TASKS 39 Click to show op S gt 1 sdf gt 1 This is my supervisory scope link Internet Protected Mode On f v 100 v Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 7 Connections Online Version 4 1 User Manual e My Connection Tab this page can be customized to include specific data modules from Organization Department Project and People Connections to show just the information data modules a User wants to see Organization v Department v Projects v People v My Connection Bob Builder v BRANCH ABC SCORECARDS 1 Scorecard D 1 New Accounts Monthly y BRANCH DEF SCORECARDS 3 Scorecard 1 N
65. ersion 4 1 User Manual The tab reports include the Organization Report Department Report the Project Report and the People Report and can be launched using the Reports module on the right column of the four main tabs On each report the User will be able to open or close modules expand modules for all details close module detail drag and drop modules around the report page and print report in portrait or landscape User can sort headers in each of the modules Print Demonstration Financial Ir Y Screen Orientation f 253 J Landscape Organization Connection connections online Demonstration Financial Institution executing stralegy igniting productivity Improving Organic Growth we will be 10 Billion by 2012 Scorecards D B Name Current Minimum Meets Exceeds 1 FINANCIAL PERFORMANCE 1 1 Capital 072 2 EMPLOYEE LOYALTY 2 1 Charitible Time Given Monthly 101 Hrs 2 2 Products Per Member 2 3 Community Volunteer Hours 3 CUSTOMER LOYALTY 3 1 Net Promoter Score 66 55 60 65 3 2 Net Customer Growth 1 000 1 000 1 250 1 500 4 OPERATIONS Projects B Name Starts Ends 9 Current 1 EXPAND DELIVERY CHANNELS 2 Project Life Cycle Detailed Framework 12 24 2008 10 80 2003 3 Contract for XYZ Government Organization 1 26 2010 v a Start Google 3 Internet Ex 2 Microsoft O fim SEX v Demon
66. ew Accounts Monthly 1 1 New Accounts Per Month B Builder S D 1 2 New Accounts Monthly S Farmer S HEADQUARTERS RENOVATION HQ TASKS 10 Task 2 Select Architectural Firm 2 1 Select the site 22 Architectural plan and interior design completed 3 Permits completed 3 1 building permit 4 create a task for training 5 Grand Opening for Members 6 testing the task function Q 7 test weie Le be iam ne rt fis we Done 1 Contact Architect Supply Company to get a list of local architects Current 46 Current Hours 8 40 13 1 0 0 0 1344 8 26 0 98 10 0 1423 0 0 0 0 38 0 0 Starts 2 4 11 8 1 07 8 7 07 2 21 5 18 10 12 13 10 10 11 11 8 17 10 10 5 11 9 connections online Di bob demo sign out l Minimum Meets Stretch 35 45 50 Minimum Meets Stretch 35 45 55 5 10 15 8 10 15 Due Tracking Tissue Risk Risk Internet Protected Mode On fav 1005 v e Site Administration this page will only be available if an individual has administrator security It allows the Administrator for the Connections Online application to set up the database This includes the organizations and departments employee information for Users in each organization as well as other select organization information Cardwell Group All Rights Reserved Page 8 User Manual Version 4 1 Updated 1 22 2015 Connections Online Version 4 1 User Manual Default General Scre
67. focus data the User may use the WYSIWYG edit text box to make font changes in color or typeface as well as to create functional links Users can also view in html to make additional interface looks Adding a Picture to the Focus Module Using web editor functionality in the application the user has the ability to add an image viewable within the Focus Module in both the Organization and Department tabs using html code Please see this link for the instructions http www tizag com htmlT images php This link shows how to write the html code to point to a picture so it appears on the Focus module The picture should reside on the customer s network the user might need to ask IT to save the image on their network web folder etc so the user can point to it To edit the Focus module click on the pencil under Focus An edit box will appear On the lower left side of the edit box click on the HTML button to the right of the Design button i Deronsvason Fi lc clic a Ia 2E ED Me 8 HH Aue Ea Toy 9 connections online ii cial Institution o Ge o Improving Organic Growth we will be 10 Billion by 2012 x as Core Values This information is added at the Core Values module found on the right sidebar This is a team consensus on how the business will be run These are the behaviors that the organization will live by and be fired by Use the pencil edit symbol to open edit and save the changes
68. gt DEMONSTRATION FINANCIAL INSTITUTION v CINDY SIDERS PROJECT TASKS 23 BE Project Task Project Portfolio From Starts Due Tracking Label Done Internet Protected Mode On f v 100 EM Eo 56 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 66 Connections Online Version 4 1 User Manual Instructions for Using Connections with Outlook Technical requirements you must have the latest Internet Explorer installed on your machine IE8 it will not work with Firefox and Office 2003 or 2007 You should be logged into Connections and have checked Remember Me Open Outlook At the bottom left of your Outlook right click on the navigation panes and select navigation pane options See picture below The Navigation Pane Options pane opens Check shortcuts and order as desired see picture below Click OK gj Junk E mail 1853 Navigation Pane Options Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 67 Connections Online Version 4 1 User Manual On your main Outlook navigation pane view click Shortcuts which opens the shortcut window Click on Add New Group under shortcuts and name the group COL Marketing department connection Add New Group Add New Shortcut On the Outlook window upper right restore window down make the Outlook window
69. h DO m de E share gt nien dy Bookmarke YF check 8a Trandate um 2 amp Senn ZI eli x FF Sie Favorites Demo si t Portfolo List iss DD Wh Pager Safety Tod Qe d Print Screen Orientation BEE Landscape 4 Project Portfolio List Report connections online Demo Site ecu stai ging POOLEY Project Portfolio o Project Portfolio sans ends v Status Current Demonstration Financial Institution 1 Headquarters Renovation 06 04 07 03 31 10 2 EXPAND DELIVERY CHANNELS 3 Project Life Cycle Detailed Framework 12 24 08 10 06 10 A 4 Contract for XYZ Government Organization 06 30 10 5 Develop Organization Communication Process 10 31 07 5 1 Pay and Recognition Program for Tellers 09 03 08 02 01 10 v Status Current From Information Technology 1 XYZ Project 03 23 09 06 26 09 v Status Current From Marketing 1 Implement a training program 03 30 09 Ten v Status Cu fom Training implementation B TE training for co 111 09 01 08 v Status Queued From Demonstration Financial Institution 1 Implement Pricing Relationship 1 1 SEG Development Spanish community 2 Member Services 06 28 09 01 31 10 2 1 Increase Product Penetration 01 01 07 02 08 10 v Status Queued From Information Technology E Done i I internet Protected Mode On ICI gt y
70. here the metric was linked from Branch DEF Metrics New Accounts Per Month B Builder nm Linked to Bob Builder New Accounts Per Month Current 10 Minimum 5 J Meets 10 f stretch 15 e Ifyou want to roll up the two metrics into a sum or average of all the children metrics open the parent New Accounts Monthly and select the computation you want to make from the Data Source filed i e Roll up sum of child metrics or Roll up average of child metrics Note Child metrics do not all have to be linked metrics to roll up Update Metric NAME THRESHOLDS New Accounts Monthly Stretch 55 E COLOR v Tie color to current value Meets 5 a DATA SOURCE VALUE FORMAT Minimum 35 E Roll up sum of child metrics Szen Below Minimum E Update Cancel SUM OF CHILD METRICS New Accounts Per Month B Builder 10 New Accounts Monthly S Farmer 3 Sum 42 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 45 Connections Online Version 4 1 User Manual When you save the changes to the metric you will now see the list of child metrics under the parent and those linked metrics will show the green arrow as explained above If there is a Roll up calculation you will see a green curved arrow around the calculated parent metric In the example below we have set the computation to be Rolled up Average CRITICAL MEASURES 3 B
71. hers 2 EMPLOYEE ENGAGEMENT 30 al Done o Internet Protected Mode On f x 100 v Ze EE SECHER T e Comments the Owners will provide the comments related to the metric saves date and time of comment e Owners add the individual s who are accountable for updating the metric metric must be open to full page to add Owners e Related Links Owners can add related links specific to this metric this can be from the User s network or web Metric must be open to full page to add Related Links Once the Metrics have been entered and saved the User will see the list of Metrics on the Metrics module To move the Metrics up down in out the User must select the drag and drop feature Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 41 Connections Online Version 4 1 User Manual Copying Metrics You can copy metrics within an organization or department and people pages or copy one metric to another organization department or people tab Click the Add icon displayed under the name of your metric modules CRITICAL MEASURES 19 Ki Create a New Metric Linkto Another Metric ERFORMAN t Copy Another Metric To copy a metric first navigate to the page where you want the metric to be copied TO Click the Copy Metric icon and the Copy Metric screen will open When the copy metric edit window opens select the metric you want to copy and click
72. ic role second performance indicator My comments for this month are blah blah blah March E mendis My comments for this month are blah blah blah 2 Another key result area for the basic role 2596 Comments 2 Another key result area for the basic role 2596 SS My rammente far thic manth are cammente far the manth af lannarvim makina a comment an inad Sees Done oO Internet Protected Mode On fa v Q10 v a jme ges i a pe 1 13 2012 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 63 Connections Online Version 4 1 User Manual Authority Matrix Document The Authority Matrix is posted as a Related Link on the People Tab s Related Link module This document reflects the organizational levels e g Board CEO Executives Senior VPs Directors Managers etc authorities for each agreed upon business category e g hire fire budget planning etc It also reflects the individual s Job Specific Authorities which are specific to the role For example the Senior VP of Finance has 1 Million signature authority to change an investment See appendix B for a sample Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 64 Connections Online Version 4 1 User Manual My Connection This page can be customized using data modules from the Organization Department Project and People Connection Tabs to show just the inform
73. id Management Authority to Authority to Authority to Authority to Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 97 Connections Online Version 4 1 User Manual Job Specific Authorities Questionnaire What authorities do you need to do your job that no one else would have Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 98
74. in a given area Loi Update This user or group has the ability to add and edit items in the given area 4 Delete This user or group can delete items in a given area 5 Delegate This user or group has the ability to grant restrict access to the given area by using the Security Settings window Ability to add edit and delete Note Site Administrators have access to all areas of the application regardless of security settings The security for each specific Tab module or module item will be identified through a lock icon Re Setting User Password Navigate to the User s People Tab Select the pencil edit symbol at the top of the page next to the User s name The User s information opens in an edit screen Re type the password under the User Name re type again Save The next time the User logs in he she will use the new password Forgot Your Password Feature The Forget Your Password option on the log in screen has a new e mail message and a new password changing screen The e mail message now includes a link to automatically log you in to Connections Online with the temporary password This should make logging in with the temporary password much easier After logging in with a temporary password you will then be sent to the password changing screen Once you enter your new password you can then continue on to Connections Online If you have multiple Connections Online accounts with the same e mail address all of the
75. ion Connection page for a different Organization the User would click on the symbol for organization and the search engine will display all the organizations for that site Follow the same procedure for departments projects and people If you know the name of the department or project or person just type that in the search field and click the symbol to search for org 9Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 22 Connections Online Version 4 1 User Manual dept project or people and the search will result in the link to what you are looking for Then click on the link and that page will open Soi o WW e H Expand Collapse Item Feature To expand or collapse additional detail for an item on the main columns of each tab critical measures projects tasks basic role basic role tasks personal tasks and follow up tasks you will see a symbol to the left of the select box pointing right to expand and the symbol pointing down to collapse Organization v Department v Projects v People v my custom view Demonstration Financial Institution Improving Organic Growth we will be 10 Billion by 2012 gt v SCORECARDS 15 Scorecard Current Minimum Meets Stretch 1 FINANCIAL PERFORMANCE 1 1 ROA 1 2 Interest Rate Margin 1 3 Growth 1 3 1 Capital 2 EMPLOYEE ENGAGEMENT 30 2 1 Charitable Time Given Monthly 101 Hrs 2 2 Community Volunteer Hours 2 3 Products Per Me
76. ions within scope of accountability Grant all staff level rewards within departmental guidelines within scope of accountability Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 87 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Strategic Operational Planning Strategic Planning Authority to Authority to Authority to Authority to Establish company vision direction Develop all plans priorities and Implement all plans priorities and with Board input and review initiatives initiatives Approve all strategic plans Implement updates to long term objectives Approve all strategic communications Establish all strategic external alliances partnerships Operational Approve all departmental Develop and implement Implement all unit plans Planning operational plans departmental operational plans NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 88 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Uo a and Contracts E MEE E to Authority to Authority to Authority to Plan develop and implement subject Plan develop and implement Plan develop and implement Plan develop and implement to Board approval appropriate departmental budgets appropriate departmental budgets appropriate unit departmental with CEO approval with VP approv
77. ite admin page or by visiting https secure sypher com Secure Sypher Walkthough of setup and usage connectionsontine net your ojana low secure wet ect ie i securesyphercom Amazon Web Ser amazonows com ard our sup sypher r ndesk com About Us Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 11 Connections Online Version 4 1 User Manual Sharing Files for Related Links Option Web Sharing on Windows Server 2003 In Connections Online we have a feature called Related Links where we allow you to link to files that that are related to the information stored in our application These links can be to files out on the Internet or to files shared on your local network In the past these related links were mostly used for files shared on local networks They would link to files with locations that looked like M Shared file doc or NservernameNshareNile doc These links made it easy for users to point to files that were already shared on their internal networks even when those files were not normally opened from Web browsers In the last few years however the Web browsers have realized that allowing links to local network files is a security risk and they have gradually removed the ability to use those types of links in favor of using Web safe links only Some examples of Web safe links are http servername share file doc https servername share file doc and ftp server
78. ldbcla SY Google amp x Lj v ZB Search Ap Check More Ta o Wena A File Edit View Favorites Tools Help x Google EJ Webmail M Connections Online D Connections Online S GoToWebinar My tu 3 de v Pagew Safetyv Tock Organization v Department v Projects v People v my custom view Mr Bob Builder MSR Branch DEF bob demo col Office phone 440 892 1410 V BASIC ROLE 3 Basic Role 4 i 50 Key Result Area for the Basic Role P Add Performance Indicator 1 performance indicator for the basic role 2 second performance indicator 4 2 20 Another KRA for this person s job P Add Performance Indicator 4 3 25 Another key result area for the basic role 3b Add Performance Indicator we e e e e 6 CALENDAR oa S M 5 6 1322 B 19 20 26 27 February 14 bob demo a 4 o February 2012 KP T w T F S a 2 3 4 8 9 10 11 15 16 17 18 2 2 24 25 29 amp s 2 1p Individual Meeting February February 20 Individual Meeting last February February 24 Meeting Follow up Task Task for ipad ends February 27 Individual Meeting February V INDIVIDUAL MEETINGS 12 February 27th February February 20th last February Eshriseu 1485 In Ebene E Mel eieiei Q Internet Protected Mode On DITE Bi 2 1 2012 fg v 100 e Cardwell Gro
79. liance with laws and regulations for CEO review and Board approval as applicable Ensure that there are standard operating procedures within department area that are written communicated and monitored followed Review and approve procedures to implement the policies Communicate all policies and procedures within area s of my responsibility Work with legal counsel to assure the legality of policy and procedure compliance coordinate with appropriate Department Head Provide input on cross functional policy development considerations Middle Managers Authority To Recommend and implement policies procedures in area of responsibility Communicate and update policies and procedures to staff in area of responsibility Monitor staff compliance to policies and procedures and take corrective action as needed Provide input on cross functional policy development considerations Karen and Ted Steve and Barb HR related accounting investment financial and remote delivery Deposit and loan products and service delivery Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 86 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Human Resource Et P NN Authority Hire Authority to Hire for all positions other than those requiring Board approval Terminate Terminate all positions including vice presidents and all officers o
80. m will be listed in the same message and have the same temporary password Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 69 Connections Online Version 4 1 User Manual Common Security for Users will be Delegate Authority for their own People Tab and specific modules on that page Users will set the security for the page at the top right of the page click the security icon A typical default setting would be that the User s People Tab cannot be seen by other people in the organization Users can set the security on that page to allow boss or others to see their data Users click the lock icon add their boss name and check the security they want their boss to have Then the User needs to save the security setting just created Users will do the same thing for Individual Metrics Follow up Tasks and the Dialog Typical Security connectionsionine lt Organization v Department v Projects v People v My Nd m dos pda Ki Information Technology Cindy Siders Security A E ous SECURITY SETTINGS V LEGEND 8 no access added here may be Notset added from somewhere else User Group Read Update Delete Delegate 3 access to this action is given 4 Default Allow s o meesten revoked DEE e 9 9 9 A E a EIN accessfrom another setting amp Reports To 9 Y DEFAULT SETTINGS FOR INDIVIDUAL METRICS EE User Group Create Read Update Delete Delegate amp Default
81. mber 2 4 Organization Culture Survey The list boxes on the right side bar for main tabs are working as they did before select the expand symbol and the item expands Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 23 Connections Online Version 4 1 User Manual Printing Reports The User can print the specific Tab view report by clicking on the link in the Reports module on the Organization Department Project or People Tabs The navigation to other like views will be either at the top of the report or on the left side navigation tree REPORTS el Advanced Analytics Organization Dialog 4 Resource Utilization All Projects Portfolio Metric Report Organization Connection Reports Reports for 4 1 are currently being redone and should be ready shortly Critical Measure Report The metric report allows for a report to be printed for any single metric from any metric module Organization Department Project or People tab The report is found on the right in the Reports Module Scorecart rd Report Demonstration Financial Institution Sereen Orientation Portrait TEE connections online Exceeds 920MM Meets S875MM Minimum 850MM 955MM 4932 6MM 4910 2MM 887 8MM 865 4MM 843MM Ki E 4 z 7 e d d 9 3 e d d Trend Values Value 12 04 09 8955MM 01 03 10 EE 02
82. ment if cross division done in conjunction with HR Evaluate direct reports and review approve evaluations of others within the department in conjunction with HR Review approve and reallocate departmental staffing levels within overall budget Recommend staffing levels Recommend salary actions for people within my department in conjunction with HR Recommend hiring firing promotions transfers replacements status changes and demotions of all people within my department in conjunction with HR Recommend evaluations of direct reports Manage overtime within budget Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 85 Connections Online Version 4 1 User Manual Authority Matrix Guidelines ABC Company Policies and Procedures Authority To e Approve policies consistent with regulations e e Monitor the Company s compliance with policy and regulations Compliance Accountabilities Authority To Authority To Ensure that the Company is in compliance with all applicable laws and regulations Establish the philosophy for policy development example tone of customer service orientation quality initiative Review and approve policies prior to Board consideration Work with legal counsel to assure the legality of policy and procedure compliance Leadership Team Authority To Develop policies within area of responsibility to ensure comp
83. ment budget within budget process Leadership Council Authority To Assist in the development of succession plans Prioritize the need for the development and implementation of new training programs Develop and recommend the Company s training and development budget Determine personal training and development activities and ratify the plans and activities of direct reports Develop succession plans for the overall organization Review and approve all out of state conferences Leadership Team Authority To Develop and recommend my department s training and development budget to CEO Recommend personal training and development activities and ratify the plans and activities of direct reports Review and recommend all requests for out of state conferences for self and direct reports Recommend the need for certain programs for development Middle Managers Authority To Send employees to internal training programs Recommend outside training requests to HR Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 84 Connections Online Version 4 1 User Manual Authority Matrix Guidelines ABC Company Human Resource Management Leadership Team Middle Managers Authority To Authority To Authority To e Establish and modify the organizational Authority To e Hire evaluate and compensate the CEO Ratify the decision to hire the Internal Audit Manage
84. name share file doc Even if your current browser still allows the old links it is a good idea to go ahead and update all of your links to use the newer safer format For internal file servers that are running Windows Server 2003 and sharing files with the servername share or mapped network drive format this is an easy update and does not require that the files are moved or that the current network shares are removed I m going to use Windows Server 2003 in this article but the steps are very similar in Windows Server 2000 Windows Server 2008 and even in Windows XP Professional First off make sure that Internet Information Services IIS is installed on the server It is a Windows Component that is included with Windows Server 2003 but may not have been installed If it is not installed you can install it by going to Control Panel Add or Remove Programs Add Remove Windows Components In the Components list select Application Server then select Internet Information Services IIS and finally World Wide Web Service Press OK to close all of the option windows and continue with the installation You may need to have your original Windows Server 2003 installation media to complete the installation Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 12 Connections Online Version 4 1 User Manual Once it is installed and running you should be able to get to a welcome page by going to http servernam
85. ncial Institution FROM SELECTED PROJECT Current none 1 Create a new projectfor testing 2 Headquarters Renovation PMO 3 SEG Development Spanish community 4 Develop Organization Communication Pri TO STATUS 5 Test Current Business Case 1 Project Life Cycle Detailed Framework 1 INCLUDE m 2 Revamping the Lending Process Start and End Dates V Tasks L_3 Branch ABC PMO E Team Members 7 Related Links Queued m 1 Implement Pricing Relationship 7 Project Scope L Comments Long Term Queued V Evaluation Criteria V Metrics 1 Member Services 1 1 Increase Product Penetration Completed 1 Contract for XYZ Government Organizatio 2 Pay and Recognition Program for Tellers aa aac NAME E Trends Once the copy information has been completed click Make Copy the edit window will be closed the page will refresh to the page that has the copied project Optional Project Authority This document see Appendix A for sample will outline the authority of a Project team Most Users will not use this page However if it is to be used the following question will help determine whether to fill it out or not What unique authority will these Project team members have that other teams will not Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 53 Connections Online Version 4 1 User Manual Linking Projects An example would be if
86. nd Propagation esses eene nemen eene nennen nennen 73 Security Tipi ca is ot aite a i ER de eda e ute e RE ete aie 74 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 1 Connections Online Version 4 1 User Manual CONNECTIONS TERMINOLOGY eere eese eese estesa etna tn tns enses sse es sess en sensns enses esses etas en seas en senses essen sensu 75 Organization Department Connection Terminologie 75 Project Terminology z semet I RR IEEE EAS FRATRE ERR Pe ERAT RATE RFORUNE ERE goa NAE RUTRER AR 75 People Connection Terminology eoe ata eoe ed QUE AR C Hu Dr Pret etes 76 APPENDIXCA bassetiscccescsnccadeatscduscescuceesedaceaedaseusedcsbocacaceseadadsens caseueseasedsadseasesesucsudeepscosascauasagsabeupsocscacsadeasecsseceveccndessenaces 77 Business Project Team Authority Mami 77 APPENDIX Libcr s 80 Authority Matrix Guidelines atc eu ete e i d D e ER e e eden 81 Sample Level Authorities si e e oU ee PUT ec i e be EO E Ie oes 67 Job Specific Authorities Questionnaire esses eene nnne nennen nennen rene nne nnne trennen enne 98 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page2 Connections Online Version 4 1 User Manual Accessing Connections Online From a Client Computer The Connections Online application will be run from the client s computer s web browser You can use IE 8 or higher or Mozilla Fir
87. nd honest 4 OPERATIONAL EFFICIENCY 2 Show respect for yourself and others test Member Focus 1 Consistently deliver service members can count on 4 Current 4 1 Headau gg Rennvation HOT Stratenvis Growth A DUM sh Opoa done Y Done Internet Protected Mode On f 100 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 9 Connections Online Version 4 1 User Manual Organization v A gt Oo O 0 0 Sidebar The Sidebar column is down the right hand side of the page Within this sidebar column each page will have several of the same default modules These modules include Upcoming Events showing due dates from items on the page Dialogs meeting agendas and minutes Related Links organizing and linking content for the page Comments users with the correct security access are able to make Comments which are read by others and may be responded to by others The Comments are date stamped and show the comment author s ID Department v Projects v People v my custom view Demonstration Financial Institution Improving Organic Growth we will be 10 Billion by 2012 SCORECARDS 17 e e ss ss ss ss ss ss ss se Scorecard 1 FINANCIAL PERFORMANCE 1 1 Add another metric 111 add metric 1 2 Interest Rate Margin 13 Growth 13 1 Capital 14 ROA 2 EMPLOYEE ENGAGEMENT 21 Charitable Time Given Monthly 2 2 Community Volunteer Hours 2 3 Products Per Member
88. ns Online Version 4 1 User Manual People Connection The People Connection provides a clear focus for the resources controlled by an individual It links individual results to organizational outcomes Everyone understands how he she contributes to the success of the organization It is used as an important guide for prioritizing the allocation of resources recognizing performance coaching and for updating targeted outcomes throughout the year Basic Role Organizational and departmental scorecards drill down to the Individual s Basic Role as well as the individual scorecard This clearly links individual focus with desired organization outcomes It contains clear agreed upon personal performance goals and appropriate indicators The Basic Role is made up of 4 7 Key Result Areas many of which will align back to the Organization s Critical Measures Scorecard Cindy Siders Connections Online Windows IwemdDpler Ee ege con gO https beta connectionsonline net 39 3141a551 e54d 4e9 a x IET ogle p sl File Edit View Favorites Tools Help x Google Search Ay Check gt More Go We a sir Favorites 8 Cindy Siders Connections Online fh A E wm Pagev Safetyv Tools v x cindy siders gmail com V BASIC ROLE 6 V CALENDAR Mas February 2012 gt gt gt S M T w T F 5 1 2 3 4 Basic Role 4 1 59 BigPicture 5 6 ms 9 w nu 4 Add Performance Indicator D D HAM i15 16 31 18
89. o overwrite existing security Close the security module Your boss should now be able to see the user s metric Saving automatically happens when you change security on the discrete pages org dept or individual Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 74 Connections Online Version 4 1 User Manual Connections Terminology The following are terms and definitions that are important to the Connections process and software Organization Department Connection Terminology Organization and Department Connection Core Values Emotional Goal BHAG Big Hairy Audacious Goal Business Strategy Focus Critical Measures Projects Status Current Projects Status Queued Projects Status Completed Projects Status Dropped Projects Project Terminology Project Connection Project Details Project Teams Project Team Leader default terminology Project Team Member default terminology Sponsor default terminology Project Team Authorities This is a multi page report that provides status on organizational and department critical measures as well as the Projects and Business Strategy A consensus on how the business will be run A short emotional statement that creates a common perspective throughout the organization about what we re trying to do as a business A summary of the organization s strategies that link to the organization s purpose and Emotion
90. on Leader THE CEOs TEAM CONNECTION AUTHORITY Sign off authority on business project priorities what s current queued and dropped Final authority in arbitrating any project disputes on scope evaluation criteria resources staffing and timelines Final sign off authority for all budget expenditures for all project teams Sole approval authority for making any adjustment to the final completion deadline date on all cross functional projects Function Department Leader THE DEPARTMENT LEADER S TEAM CONNECTION AUTHORITY Sign off authority on project related time or budget commitments that directly impacts resources in their functional area Authority to veto staffing assignments on cross functional projects for people in their functional area Authority to negotiate and resolve any conflicts on projects which will eventually be owned by their functional area Authority to review and approve scope changes that will directly impact their functional area Sponsor EXPECTATION of the SPONSOR in DEVELOPING THE BUSINESS CASE Meet with the Team Leader and probable Team Members to discuss the big picture strategic issues that are driving the need for this project Clarify the organization s general expectations and provide information on any relevant issues or constraints that may impact the design implementation or impact of this project EXPECTATION of the SPONSOR in DEVELOPING THE TEAM CONNECTION Do a final review of the Team Connection befo
91. ored Text Link These links can open an item to edit or navigate to an item in a different tab The User can use the cursor to hover over the data item it will turn blue to show that it is a hyperlink If the User clicks on the link the item will open in a new tab for more detail Or it will open the item s edit screen whichever is appropriate A Pencil Symbol Click this symbol to EDIT the element next to it The Add Symbol Click this symbol to ADD new data The User can move the cursor over this symbol and left click to open a data input screen for that particular data module The Delete Symbol Click this symbol to DELETE an item and the item will delete E Drag and Drop Users can adjust the order of the information by grabbing the drag drop symbol and move the item up or down in or out When you drag the red line shows where it will be inserted under the red line Drag over the bottom half of 4 to drop as 5 Drag over 4 and hold SHIFT to drop as 4 1 or drag over the top half of 4 1 to drop as 4 1 Drag over the bottom half of 4 1 to drop as 4 2 Drag over 4 1 and hold SHIFT to drop as 4 1 1 e Since you are dragging 4 2 in the example dropping on 4 2 does nothing Archive A User can view archived metrics or projects by clicking the archive symbol on the title bar for metrics or projects module Copy Projects or Metrics User can copy metrics and projects within an organization or department and people pages
92. project is moving beyond its original scope Work with the Team Leader and other Team Members to continuously improve Team Dialogs Authority to spend approved time and expense budget within agreed upon organizational strategy and team scope a a amp At the beginning of the project reach agreement on general expectations on which of the following your team is expected to produce as an outcome Develop and make recommendations Develop and make decisions Implement decisions http www connectionsonline net demo default asp t report amp s teamam amp id 1 8 30 2006 Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 79 Connections Online Version 4 1 User Manual Appendix B Authority Matrix Guidelines Sample Level Authorities Job Specific Authorities Questionnaire Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 80 Connections Online Version 4 1 User Manual Authority Matrix Guidelines ABC Company Index Page One e Strategic Planning Page Two e Budget and Contract Authority Page Three e Training and Development Page Four e Human Resource Management Page Five e Policies and Procedures Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 81 Connections Online Version 4 1 User Manual Authority Matrix Guidelines ABC Company Strategic Planning Authority To Revie
93. r Approve the executive benefits package Executive Committee of the Board structure Approve the salary administration system including discretionary bonuses Approve Basic Roles of staff Recommend hiring evaluation compensation and benefits of executive direct reports Review and approve overall additions to head count consistent with budget Approve all starting salaries over midpoint and all salary increases greater than 1596 Terminate any Company employee Approve all promotions outside of a single Division Approve all management level promotions Sign off on all contract employees and temps Recruit and recommend the CEO and Internal Audit Manager to the full Board for hire Develop and approve the CEO and Internal Audit Manager s evaluation Recommend CEOs compensation to the Board Review and approve the hiring evaluation and compensation of the CEOs direct reports that are executives Review and recommend executive benefits to the Board Establish and modify the organizational structure within my Supervisory Scope Recommend approve salary actions for people within my department in conjunction with HR Approve hiring firing promotions transfers replacements status changes and demotions of all people within my department or division in conjunction with HR Recommend hiring firing promotions transfers replacements status changes and demotions of all people within my depart
94. re the team s work on the project begins EXPECTATION of the SPONSOR in IMPLEMENTING THE TEAM CONNECTION Attend some of the Team Dialogs including the initial Team Connection development session the Mid Project Review and the Project Close Out Session Provide support for the Team Leader When possible remove roadblocks and barriers for the Team Coach encourage and keep communications open with the Team Leader Find resources for the Team when needed Monitor the Team Connection to recognize accomplishments and ensure that the project is staying within the agreed upon Scope and Evaluation Criteria THE SPONSOR S AUTHORITY Sign off authority for the Business Case before it is presented to the CEO and leadership team for approval Sign off authority on all elements of the Team Connection sign off needs to be done before the work on the team project begins Can update the CEO and leadership team on the team s progress at the monthly Organization Dialog when the Team Leader is not a regular member of this forum Team Leader EXPECTATION of the TEAM LEADER in DEVELOPING THE BUSINESS CASE Once the project has been put in the Short Term Queue by the leadership team work with the Sponsor to identify who should be included in the development of the Business Case Present the Business Case to the leadership team to win approval for moving the project from the Short Term Queue to Current Business Priority status EXPECTATION of the TEAM LEA
95. riteria require Sponsor sign off Changes in the final Project Completion Date require CEO sign off EXPECTATION of TEAM MEMBERS in the PROJECT CLOSE OUT REVIEW Meet with the Sponsor Team Leader and all Team Members to identify Did the team stay within the original Project Scope Did the team s work meet the performance standards outlined in the Project Evaluation Criteria What did the team learn What impact will the completion of this project have on the organization And what teamwork lessons did you learn that could be used by future teams Use this information to develop a 5 to 7 minute presentation for the CEO and leadership team which will be presented at the next Organization Dialog Participate in a Team Connection Close Out presentation along with other Team Members ACROSS ALL ELEMENTS OF THE TEAM CONNECTION TEAM MEMBERS HAVE THE AUTHORITY TO Actively participate in developing the Team Connection the Team Leader and or Team Sponsor cannot develop the Team Connection in the absence of the Team Actively participate in the establishment of team process and performance standards Provide feedback to the team to continuously improve team effectiveness including team process accountability and standards Identify any needed changes in project timelines or project staffing assignments Identify underlying issues and problems that may prevent the team from hitting its final Completion Deadline including blowing the whistle if the
96. ser Manual Demonstration Financial Institution Connections Online Windows Internet Explorer tou X gO hitps bets connectionsonline net 4 969zaffl 30da 4af3 b240 e81aee907e71 74 x IE Google ES File Edit View Favorites Tools Help x Google Y Search Ay Check More o o Wen a e T o di Favorites 99 Demonstration F X EJ Webmail M Connections Online D Connections Online B GoToWebinar My To E ee ov Page Safety Tools ge i ux bob demo Demonstration Financial Institution 6 9 B8 0 i T E Improving Organic Growth we will be 10 Billion by 2012 gt vV CALENDAR e CRITICAL MEASURES 16 H g February 2012 gt S M T W T F S 1 2 3 4 critical measure Current Minimum Meets Stretch s 5 6 E s a o un d RLS Ee LE ii 1 03 4 15 16 1 18 D I 4 11ROA 9 6 9 11 xi 19 2 a 22 23 2 2 3 27 B 29 Color Set by value NEN COMMENT Name ROA Eat pru ORGANIZATION MEETINGS 25 Below THRESHOLDS Minimum E EN January 26th January Minimum I 0 006 2721231 pu C Meets NW 000 December 30th 2011 9a December Stretch W 0011 November 19th 2011 November Update Cancel October 29th 2011 October Dialog gt 1 2 Interest Rate Margin VES P m gt 1 3 Growth 6200M 42250M 4500M 4750M Demonstrate Integrity 1 Be straightforward and honest D 14 Capital 072 gl E 8 2 Show respect for yourself and ot
97. ser Manual Version 4 1 Updated 1 22 2015 Page 27 Connections Online Version 4 1 User Manual Printing a Connections Tab A Connection Tab page can be quickly printed by using the print function on the browser The User can select the view to be printed by selecting the page opening or closing modules that the User wants represented on the printed page report checking boxes next to line items to see more detail of a line item etc A User can set the print mode so that the specific colors on the Scorecard and Projects print as seen on the web page By using the browser toolbar the User can go to Tools Options Advanced scroll down to Printing and check print background colors and images General Security Privacy Content Connections Programs Advanced Settings sl Use JRE 1 s 0 01 for applet requires restart Jg Multimedia V Always use ClearType for HTML sl Enable automatic image resizing v Play animations in webpages sl Play sounds in webpages Show image download placeholders Show pictures art image dithering fuh Printing sl Print background colors and images earch from the Address bar Do not search from the Address bar Just display the results in the main window Takes effect after you restart Internet Explorer Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 28 Connections Online V
98. small Restore down Internet Explorer page to make your browser window small so you can have both windows open at the same time and they are next to each other Open the Connections tab in your browser window for which you want to create a shortcut Highlight the address line in your browser then drag the URL address to the COL Group you created on your Shortcuts list Click on the icon in the window to drag Right click on the shortcut and rename shortcut as appropriate Repeat steps to create as many shortcuts as you want You could have a list of shortcuts for all of your employees people tabs all projects you are working on your My Connection tab etc Here is a short movie showing how this is done http www connectionsonline net docs outlook mht Click the next button below the word steps to view the process for adding Connections as a shortcut to Outlook Once this is added you will be able to click Shortcuts in Outlook click the Connections shortcuts and edit Connections within Outlook Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 68 Connections Online Version 4 1 User Manual Setting Security for Users Access to different parts of the application can be given to specific employees or groups of employees This access can be set at five levels 1 Reader This user or group has the ability to read the given area 2 Create This user or group can create items
99. ssion with the Sponsor and all Team Members to identify Did the team stay within the original Project Scope Did the team s work meet the performance standards outlined in the Project Evaluation Criteria What did the team learn What impact will the completion of this project have on the organization And what teamwork lessons did you learn that could be used by future teams Facilitate the team in using this information to develop a 5 to 7 minute presentation for the CEO and leadership team which will be presented at the next Organization Dialog Participate in a Team Connection Close Out presentation along with other Team Members ACROSS ALL ELEMENTS OF THE TEAM CONNECTION THE TEAM LEADER HAS THE AUTHORITY Set team performance standards establish team priorities determine team accountabilities establish Team Dialog Follow Ups and hold Team Members accountable for performance commitments Negotiate additional Authorities with the Sponsor on an as needed basis Delegate Authority to individual Team Members up to the Team Leader s Authority level Coordinate the team s resources and resolve the team s internal problems Facilitate negotiations with any department leader to remove project roadblocks to ensure timely project completion Track the agreed upon project timeline and hold team members accountable for their contribution to the projects successful outcome Remove non performing team members from the team Change Deliverabl
100. stration fff Microsoft Word Open or close modules B Expand or minimize module detail At the top left corner use the dropdown to see other Organization or Departments use cursor to select and page will refresh Click Portrait or Landscape Click any column in the report and that column information for that module will resort Use close symbol close all modules and click on the name of the module and drag the module up or down to be in the order needed to print Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 29 Connections Online Version 4 1 User Manual In the Main Column of Tabs the User will find default data modules reflecting the key imperatives for successfully running the business as it relates to the Organization Department Projects and People The data viewed for each Tab is listed below Organization Connection and Department Connection the User can view Emotional Goal and Values and with proper security also be able to add edit delete view the data for Focus Critical Measures and Projects associated with this tab Demonstration Financial Institution Connections ese x 30da 4af indows Internet Explorer DESEN cost EE File Edit View Favorites Tools Help x Google d Favorites 77 E Demonstration F X E Webmail v H Search Ay Check More M Connections Online D Connections Online g8 GoToWebinar My
101. t as desired Click Update to save your changes LogMeln Remote Session Sea February Connections Online Windows Internet Explorer 0000 E ie https beta connectionsonline net 38 ac7c2b0a 7523 42e8 c14853 amp x Googie P File Edit View Favorites Tools Help x Google ZB Search Ay Check More lg iens A E Be hie CORES ie Favorites 29 D connection Connection Global Adm December 2 Februar X 3 Dropbox F Diana DeGa A G amp wm v Pagev Step Tock Organization v Department v Projects v People v my custom view v T Bob Builder Dialogs February kn 4 Wednesday February 01 2012 2 00 PM Conference Room oO e a o vV AGENDA FBI U A amp Size BH FROM 1 26 2012 is is the agenda items for this month This is the agenda items This is the agenda items for this month This is the agenda items for this month This is the month of April This is the agenda items for this r this month This is the month of January month This is the agenda items for this month This is the month of March hkhk f Design lt gt HTML amp Preview Update Cancel V BASIC ROLE AGENDA 1 Key Result Area for the Basic Role 5096 amp FROM 1 26 2012 performance indicator for the basic role second performance indicator Key Result Area for the Basic Role 5096 Comments performance indicator for the bas
102. t of the Project being accomplished What will improve How will improvement be measured What will be different Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 51 Connections Online Version 4 1 User Manual Copying Projects You are able to copy projects within an organization or department or copy one project to another organization or department See image to view icon displayed under the name of your project modules PROJECT PORTFOLIOS 19 F Create a New Project folio Link to Another Project x Copy Another Project S t s new project for testing b 2 Headquarters Renovation PMO Navigate to the Org Dept where you want the project to be copied TO To copy a project click the Add button click the Copy Project icon and the Copy Project screen will open When the copy project edit window opens select whether you also want to copy the start end dates project scope evaluation related links comments team members metrics trend values and tasks If you want them to copy you simply check which you want copied or uncheck if you don t want them to copy You will be able to select the specific organization or department and corresponding status by using the drop down arrows Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 52 Connections Online Version 4 1 User Manual COPY FROM NEW COPIED PROJECT 2 Demonstration Fina
103. tes G9 Marketing Con X E Webmail Y Search Ap Check More gt gt MI Connections Online DH Connections Online SR GoToWebinar My KEN Won a Sh gt OE 000 v Pager Ste Tools Gv gt CRITICAL MEASURES 3 4 Current B EN 1 Implement a training program Organization v Department v Projects v People v my custom view Demonstration Financial Institution Marketing Improving Organic Growth we will be 10 Billion by 2010 03 0712 TPO7 01 9 connections online bob demo 6 Q amp o Y CALENDAR a February 2012 t RR S M TW TF S 1 2 3 4 critical measure Curent Minimum Meets Stretch 5 e BR es 9 nm on D 1 CUSTOMER LOYALTY 55 p n HW ms 6 r S rv 11 Net Promoter Score 66 55 60 65 XI 9 2 22 2 2 5 D 12 Net Customer G Open in ful page view 1000 1000 1250 1500 5 7 B m Y PROJECTS PORTFOLIO 10 Mar Project Portfolio Implement a training program ends Project Portfolio Starts Ends Tracking Label Y DEPARTMENT MEETINGS 2 October th 2009 New agenda Operational D 2 Project Life Cycle Detailed Framework September Hhcency April 2nd 2009 sdf gt 3 Campaign improve SEG penetration 04 28 10 1115 1 gt Business Case 1 Y cont VALUES gt Queued 2 nstrate Integrity Templates 2 1 Be straightforward and honest Completed 2 2 Show respect for yourself and si Done Internet Protected Mode On fav 100 v
104. ther than those requiring Board approval Promote Promote within guidelines all company personnel to all positions including vice presidents and all officers other than those requiring Board approval Additional Head Authorize any and all additions to Authorize additions to payroll within Count payroll approved budget Rewards Grant all rewards deemed appropriate other than those requiring Board approval NOTES Authority to Hire director positions within scope of accountability Terminate the employment of all positions within scope of accountability after the review of human resources Promote all departmental personnel within scope of accountability Grant intrinsic and extrinsic rewards within company policy and budget other than those requiring Board approval within scope of accountability Authority to Hire all mid management level positions within scope of accountability Terminate the employment of all positions within scope of accountability after the review of human resources Promote all positions within scope of accountability Grant any and all mid management and staff rewards within company policy and budget within scope of accountability Authority to Hire all staff level positions within scope of accountability Terminate the employment of all staff level positions within scope of accountability after the review of human resources Promote all staff level posit
105. time this view also shows the color coded trend line showing progress to plan Comments specific to a Metric can be noted in the Comment box Related Links for documents or websites can also be added to support reporting and understanding of the Metric Use the add symbol on the main page view to create a new Metric Use the dots to drop and drag to re order To edit after the category metric has been created click the Metric link and the edit screen will open To create a metric click the plus and fill out the quick edit information Insert save the metric and edit using quick edit or click on the metric name link to edit the full metric information e Demonstration Financial Institution Connections Online Windows Internet Explorer eco X gO https beta connectionsonline net 4 969zaffl 30da 4af3 b240 eB1aec907e71 a x IET Google ES File Edit View Favorites Tools Help x Google v Y Search Ay Check More 71 0 Ben A xi Favorites 22 Demonstration F X Webmail V Connections Online Connections Online amp B GoToWebinar My fio E E ode v Pager Safety Tock m cx bob demo Demonstration Financial Institution 6 ep E T A Improving Organic Growth we will be 10 Billion by 2012 gt vV CALENDAR e CRITICAL MEASURES 16 oa February 2012 bo S M T W T F S 1 2 3 4 critical measure Current Minimum Meets Stretch 5 6 7 8 39 T7 12 13 1 15 16 1 18 Color Ti
106. uded and what isn t included In the project plan there is a brief statement that explains the purpose of the Project The Scope will spell out what the Project s end product will be for example research report of what benchmark metrics in what form and of what study in what form and of what presentation analyzing what development of a plan for what make recommendations on what make a decision regarding what implement what run what Examples of Scope might include such things as develop a plan develop administer analyze survey results make recommendations develop new business process schematic develop and implement training programs on new business process train all employees on business process etc vY PROJECT SCOPE 4 F 1 GENERAL INTENT re develop the HQ branch to improve member service flow better utilize space and technology 2 OUTSIDE ARCHITECTS we will work with Sunnyvale Architects in the needs analysis and space planning phase 3 CONTRACTORS we will work with Perfection Builders to the completion of the buidl out phase 4 Business Case V EVALUATION CRITERIAS 3 an 1 Timing On time 2 General Intent re develop the HQ branch to improve member service flow Project Evaluation Criteria this module is an explanation of how this Project will be evaluated when you will know it is done and how you will know if it is successful or not It answers the questions What will happen as a resul
107. up All Rights Reserved Page 32 User Manual Version 4 1 Updated 1 22 2015 Connections Online Version 4 1 User Manual My Connection based on User needs the User can view any data module that can be seen in any of the Connection Tabs My Connection Connections nine Window ERE del let Go https bets connectionsonline net my gt amp x p File Edit View Favorites Tools Help x Google B search Ap Check More a varia A di Favorites 99 My Connection X EJ Webmail M Connections Online E Connections Online GoToWebinar My fi EI Gl hy Pager Safetyy Tools My Connection Bob Builder gt DEMONSTRATION FINANCIAL INSTITUTION v CINDY SIDERS PROJECT TASKS 23 Project Task Project Portfolio From Starts Due Tracking Label Validate project request number Project Life Cycle Detailed Branch Operations Initiation and T Framework Planning D Mee projectrequest number ject Life Cycle MS Project Branch Operations ees Gol D Select the site Project2 Board 02 03 11 12 14 11 D 9 Grand Opening for Members Project2 Board 02 03 11 11 24 11 Headquarters Renovation testing SE gt Select the site Ee Training implementation E Headquarters Renovation testing Sl D Grand Opening for Members SE Training implementation EE Headquarters Renovation testing g gt Company to get a list of local Training implementation architecis for Advanced Fe
108. uthority to Compliance o Work with Board to establish Ensure compliance with ethical legal Ensure compliance with ethical legal Ensure compliance with ethical legal standards and direction standards within departmental scope standards within departmental scope ethical legal standards within for the company and take action when violations and take action when violations departmental scope and take occur anywhere in the company occur anywhere in the company action when violations occur anywhere in the company Regulatory Establish policy Set standards and direction for Implement monitor and correct Implement monitor and Compliance compliance compliance procedures correct compliance procedures Market Conduct NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 91 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Human Resource Management Authority CEO VP s Directors Mid Management Authority to Authority to Authority to Authority to td LH i Additional Head Count T NOTES Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 92 Connections Online Version 4 1 User Manual Sample Level Authorities Discussion Draft Strategic Operational Planning Authority CEO VP s Directors Mid Management Authority to Authority to Authority to Authority to Strategic Planning
109. ve contracts with vendors e Determine individual signing authority limits for operating and capital expenditures e Develop merchandising guidelines and enforcement standards Leadership Team Authority To Participate in the development of detailed budget assumptions Facilitate and recommend the development of the operating plan and budget for my area Facilitate the implementation of the operating plan and budget for my area up to the budget approved amount and within individual signing authority limitations and Company policy guidelines Recommend budget variances to the CEO for approval The negotiation and approval of contracts with vendors will be an individual authority Middle Managers Authority To e Provide input to the development of budget assumptions operating plans and budgets Facilitate the implementation of the operating plan and budget up to the budget approved amount and within individual signing authority limitations and Company policy guidelines Recommend budget variances to the Leadership Team for CEO approval Cardwell Group All Rights Reserved User Manual Version 4 1 Updated 1 22 2015 Page 83 Connections Online Version 4 1 User Manual Authority Matrix Guidelines ABC Company Training and Development Authority To Determine personal attendance at conferences and seminars within Board policy guidelines Review and approve overall training and develop
110. ved User Manual Version 4 1 Updated 1 22 2015 Page 62 Connections Online Version 4 1 User Manual All Dialogs To create a dialog click the green sign icon under Dialogs Add the name of the Dialog Click on the dialog date link and the dialog will open in a full web page You will see a blank agenda box Click the edit pencil You will then see last month s agenda on the right and a blank agenda to edit on the left If you want to copy the agenda from last month then edit it click the green arrow in the center between the two agendas and the agenda on the right will automatically copy into the agenda on the left You can then make any adjustments to the current agenda on the left Click Update to save the changes The same procedure will work for Basic Role comments on the Individual Dialog In the Basic Role Module you will note that the Basic Roles are automatically copied from the Basic Role on the main page along with Basic Role indicators There is the word comment under each Basic Role Click the edit pencil to edit the Basic Role This is where you can type in your comment When you click the pencil to edit the Basic Role you can use the Basic Role comments from the previous month that you see on the right Place your cursor where you want the copy from last month to appear in the current month dialog Click the green arrow and the Basic Role comments from last month will automatically copy to the cursor in the left box Edi
111. w the mission statement the purpose of the business and ratify updates Review the critical factors that are significant to future success Review and ratify the Company s long term objectives Review and ratify annual priorities Review progress on long term objectives and annual priorities Authority To Establish a methodology for maximizing the appropriate involvement and input of stakeholders in the planning process Evaluate input and establish recommended priorities and assign to the appropriate functional area Review and approve departmental plans priorities and Initiative Teams Recommend updates to the vision mission statement critical factors long term objectives and annual priorities Review and communicate objectives and priorities and periodic progress updates to members staff Board and other stakeholders Establish strategic alliances partnerships Leadership Team Authority To Develop recommend and approve divisional departmental plans and priorities as appropriate including the appropriate measurement methodology Make recommendations and provide input on the Company s vision mission statement critical factors long term objectives and annual priorities Make assignments and adjust priorities for the achievement of annual plans to others within my functional area Approve cross functional team participation for people within my Supervisory Scope Review and communicate obj
112. you created a project on the Org tab and you wanted to link that project on a department tab you would open the department tab where you want to show the linked project e Click the Add button on the Project module e Select Link to Another Project PROJECT PORTFOLIOS 0 Create a New Project Link to Another Project Copy Another Project e An edit box will open Select the Org dept that has the original project Select the project that you want to link to the Org or Department page you have opened Then click Link and the project will appear on your project list with a green arrow next to it to show that it has been linked from elsewhere in the application LINK FROM TO STATUS 2 Demonstration Financial Institution v Current Current 1 Headquarters Renovation PMO 2 SEG Development Spanish cor 3 Develop Organization Communic Business Case 1 ProjectLife Cycle Detailed Fran 2 Revamping the Lending Process 3 Branch ABC PMO Queued m an 1 Implement Pricing Relationshi Remove Gea Long Term Queued 1 Member Services 1 1 Increase Product Penetration Completed 1 Contract for XYZ Government Orc 2 Pay and Recognition Program fo 3 Merger Healthco CU 4 Improve Business Processes Radar Screen 1 Merger with Nightline Bank E L 4 NEW LINKED PROJECTS Cardwell Group All Rights Reserved User Manual Version 4 1

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Connections Online® Version 4.1 User Manual