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Connections Online Version 4 User Manual

1. Sun Mon Tue Wed Thu Fri Sat Awa 25 26 27 28 125 w O Metric Current TH 2 3 4 5 6 7 1 FINANCIAL PERFORMANCE 3 12 B 14 1 192 1 Capital 069 16 17 18 19 20 21 23 2 2 26 27 2 azi UA E 1 0843 3 4 5 7 8 4 amp 13 Growth 468 0 M 976 2 EMPLOYEE LOYALTY 9 EBD ject Increase Product Penetration 2 1 Charitible Time Given Monthly 101 Hrs r nds 2 2 Products Per Member Organization Dialogs _ 2 3 Community Volunteer Hours 2 4 Teamwork Effectiveness 10 15 08 8 27 08 6 30 08 9a Recent 5 1 08 4 30 08 2 5 Organization Culture Survey 88 80 85 90 E CUSTOMER LOYALTY 10 15 200812004M 3 1 Net Promoter Score 66 55 60 65 Reports 4 OPERATIONS Core Values Related Links QBaBee 0 n Name Project Ends Hours Tracking 1 Website to Admin Manual 2 Current New Link a Project Life Cycle Detailed Framework 09 30 09 0 00 Project Management E Contract for XYZ Government Organization 06 03 00 0 00 111 aa 3 Headquarters Renovation 05 29 09 95 00 Operations Comment 4 6 01 09 1 Merger with Nightline Bank 06 01 09 161 50 2 5 Develop Organization Communication Process Message
2. Organization Culture Survey 88 _ CUSTOMER LOYALTY 3 1 Net Promoter Score 66 4 OPERATIONS Name Test Metric 9 5 Website to Admin Manual Metric 1 New Link a Building Renovations Projects B Project BBO 7 admin Project the erge of making a huge Current NAME lommunity Our Project food shape and the l tmas season looks 2 Headgud COLOR STATUS PHASE TRACKING br CC business Conradi Not Set he Not Set jo is healthy and we lustomer base 4 Merger v ACTUAL DATE the customers happy Develop 1 al Highlight default ivi days before due date 2 Create 4 DESCRIPTION Test Prof GA B U MSGS En a ront Ts EA Queued 1 1 Implemd 1 1 SEG 2 Member 2 1 Incre 7 lt gt Completed 1 Merger Save Save and Create Another Cancel Powered by Connections Online EJ Subscribe Edit Layout Forum Report a Bug http test connectionsonline net edit project aspx 0 i8 i2 96 9aaffl 30da 4af3 b240 e8 1aee907e7 1 amp s 30d8a7 4e c4c4 449b 9 Internet amp 10096 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 1 15 2009 Page 34 Connections Online Version 4 User Manual
3. ta sts ss tone ease ense ease ta seta sete ette senses stone eaae eaae 53 Organization Department Connection Terminology 53 Project Terminology E 53 People Connection Terminology 1 aee ede esiste eese tp une tu Ee rede ont EAR e LER Oed doge ed Deut eres 54 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 1 Connections Online Version 4 User Manual 55 Business Project Team Authority 55 APPENDIX 58 Authority Matrix Guideline o e p o e n e RD ete elfe 59 Sample Level Authorities s eue re n RR Oe tete 65 Job Specific Authorities Questionnaire 76 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 2 Connections Online Version 4 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 7 or Mozilla Firefox 2 Your Connections Online Sign In URL User name Your company email address Password assigned by Cardwell or your company Cardwell Group All Rights Reserved User Manual Version
4. Organization 5 Demons E Metric Improvin Departments connections online admin sign out DATA SOURCE 388 0 M NAME LEAST Growth Tie color to current value Exceeds DESCRIPTION Average 45 Pip 5 Least This is a description of Asset Growth test again ARERD 480 0 M 22 1 461 6 M 443 2 M 424 8 M 8 27 08 6 30 08 9a 406 4 M 12 00 innection joo Trend Value Date tion Metric 284 02 07 2008 11 16AM 2 FINANCI Name Organization Department Capita Created by on Save Delete Updated by admin on 5 1 08 at 11 46 AM and honest Growtl L for yourself and Add a Growth metric New metric to show how to use the check marks EMPLOYEE LOYALTY Charitible Time Given Monthly Products Per Member Community Volunteer Hours Teamwork Effectiveness Organization Culture Survey 101 Hrs 88 80 85 90 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 learn from them Commit to Performance 1 Align and move forwar
5. allt Le ee ee ee SEES Ra a um LER Ed Es 1 foe Be ee hoa ee ee ee Se pee p om mm a mau 2 call bm oe ol De 7 00 Re ae k g ho mlm Bes pieke imm Pa ea R a mm p E ee Km a d onse pp ee moe mm mim ma qua nmm LEI ee ee ee ETE m ee ee ee Rae ko PM Re a so Dm oom om nomas ee ee el re Ce dek m ee m mig ee ee ee ee oe ee ee eee ee ME moa omn al BRT CURT SH Ges Ea Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 55 Connections Online Version 4 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
6. NOTES Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 71 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Budgeting Purchasing and Contracts Authority VP s Directors Mid Management Authority to Authority to Authority to Authority to Budgeting Purchasing Contracts NOTES Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 72 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Policies and Procedures Authority Corporate Policy Functional Policy Operational Procedures Authority to CEO Authority to Directors Mid Management Authority to Authority to NOTES Cardwell Group All Rights Reserved Page 73 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Corporate and Regulatory Compliance and Market Conducts Authority Corporate Compliance Regulatory Compliance Market Conduct NOTES Authority to Authority to Directors Mid Management Authority to Authority to Cardwell Group All Rights Reserved Page 74 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Sample Le
7. Parone _ Business Fundamentals 20 ss 5 50 Mortgage i outcomes 8 Consumer Loan issues Collections issues resolutions D Research and Development T lrls Name inbox Microso de f 2 Microsoft O start Google Cind Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 48 Connections Online Version 4 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 information a User wants to view connections online ervaring value pg sign out Critical Measures Demonstration Financial Institution Related Links Demonstration Financial T Institution bi amp EN ti Metric Current Least Average Exceeds Name 1 FINANCIAL PERFORMANCE t 1 Website to Admin Manual 1 1 Capital 082 x 2 New Link 1 2 ROA 1 1 8 9 1 2 dividual Dialogs Peter Griffin x 1 3 Create a new metric under Financial performance Individual 1 1 4 Growth 468 0 M 425 0M 450 0 M 475 0M Recent 1 4 1 Test for metric 2 Add a child of Financial metric All 2 3 EMPLOYEE LOYALTY 3 1 Charitible Time Given Monthly 101 Hrs
8. Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 17 Connections Online Version 4 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 use the cursor to roll over the tab name and the function View Another will be at the top of the list The User will also see the most recent pages for that tab that the User has previously navigated to The User will select View Another if the page is not listed and select from the dropdown list see picture below Otherwise use the cursor to click select the page that is already on the list and the current page will refresh to the page selected The User can also navigate to other tabs Organization Department Project People and pages within those tabs by following the same procedures as described above B pew em T A ua PE i om oom a Dom li Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 18 Connections Online Version 4 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
9. cntcomae 1 task associated with department management and 2 Consumer Loan issues outcomes performance 3 Collections issues resolutions 4 Research and Development 5 Reporting 06 15 09 14302008 1200 Individual Metrics Project Tasks a x Follow up Tasks Related Links Personal Tasks ER oi 7 Name 1 Resource Report e G3 v Comment Powered by Connections Online EJ Subscribe Edit Layout Forum Report a Bug internet 100 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 40 Connections Online Version 4 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 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 100 of the work to be done by the User Users can also post and track Tasks associated with each Basic Role 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
10. FU a em oe ie 1 T Te Mee E La maa am I a Fal m ra T ac nz ir a dd i Sie tee E eerie a ae US eho v m _ en Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 47 Connections Online Version 4 User Manual Additionally in the People Tab Dialog the User will comment on each Basic Role Key Result Area if appropriate via the Dialog Agenda The comments will be specifically addressing the Performance Indicators for a Basic Role Key Result Area After you have entered the comments make sure you click the green checkmark to save If you save the dialog without clicking the green checkmark your comments will not be saved Cindy Siders Connections Online Windows Internet Explorer Go hitpiitest connectionsonline net 7i 314 18551 ES4D 4E99 8666 1A10F01ADO89 4s x cose leT Google LB search on BO de Bookmarks check YE autoril 0 Syr ren we ens ai message Boards Googe calendar e accounts Views g ConnedionsOn settings g Demoste con x x pte Gp Took Leadership and Team Development 1595 Projects 1090 Save and Create Another Cancel i l wer
11. Subscribe Forum Report a Bug Done La Internet 100 A User can arrange the order of the modules by clicking the Edit Layout link at the bottom of the Connection screen Position the cursor over the title bar of the module to be moved and drag it to the desired location Then click the Done button upper right connections online M 1 Choose the Module 2 Choose the Subject 3 Choose the Location 8 28 Organization Department Modules ow 8 40 Project Modules amp Individual Modules o TEE s iog amp e e ioe Metric Current Least Average Exceeds FINANCIAL PERFORMANCE Website to Admin Manual Capital 082 ROA New Link Create a new 14 Growth Test for metric Add a child of Financial metric EMPLOYEE LOYALTY 34 Charitible Time Given Monthly 101 Hrs CUSTOMER LOYALTY oo Net Promoter Score 66 55 60 Powered by Connections Online E Subscribe Forum Report a Bug Done 3 internet Rio Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 50 Connections Online Version 4 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 Cre
12. 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 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 0 1 Updated 7 15 2009 Page 53 Connections Online Version 4 User Manual People Connection Terminology People Connection 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 Coach 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 Dialogs 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 al
13. 1 FINANCIAL PERFORMANCE 1 Website to Admin Manual 22 Capital 082 z New Link 1 2 ROA 1 1 8 9 1 2 diet m 1 3 Create a new metric under Financial performance Individual Dialogs Peter Griffin 1 4 Growth 468 0 M 425 0 M 450 0M 475 0M io amp ae Recent 1 4 1 Test for metric 2 Add a child of Financial metric 2 3 EMPLOYEE LOYALTY 3 1 Charitible Time Given Monthly 101 Hrs 3 2 Products Per Member 3 3 Community Volunteer Hours 3 4 Teamwork Effectiveness 3 5 Organization Culture Survey 88 80 85 90 4 CUSTOMER LOYALTY 4 2 Net Promoter Score 66 55 60 65 4 2 Net Customer Growth 1 000 1 000 1 250 1 500 m 5 test 6 OPERATIONS 7 Test metric Powered by Connections Online Subscribe Edit Layout Forum Report a Bug Internet 100 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 User Manual Version 4 0 1 Updated 1 15 2009 Page 8 Connections Online Version 4 User Manual Default General Screen 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 C
14. 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 Add button On the right 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 When you are finished using this window click the Save button Make sure to select a Team Member role because roles are linked to project security Cardwell Group Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 35 Connections Online Version 4 User Manual Project Tasks Project members can add Tasks set them as milestones and color code the health of the task The Tasks will be tangible results stated in pas
15. Yes v Brown Bobby 50 hrs 50 hrs PROJECTED DATES NEAR DUE EE to 6 2 2009 Highlight 7 days before due date ACTUAL DATES 6 4 2008 E to Not Set DESCRIPTION A Design Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 37 Connections Online Version 4 User Manual Project Scope this module shows the intended scope of this Project what is included and what isn t included In the Project Goal 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 Project Scope Name 1 GENERAL INTENT zi OUTSIDE ARCHITECTS 3 CONTRACTORS 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 succes
16. em 9 Boe ee ae ep eee Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 57 Connections Online Version 4 User Manual Appendix B Authority Matrix Guidelines Sample Level Authorities Job Specific Authorities Questionnaire Cardwell Group All Rights Reserved Page 58 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 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 0 1 Updated 7 15 2009 Page 59 Connections Online Version 4 User Manual Authority Matrix Guidelines ABC Company Strategic Planning Authority To Review 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
17. 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 objectives 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 stra
18. aks Takes effect after you restart Internet Explorer Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 1 15 2009 Page 20 Connections Online Version 4 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 i pec B xum E V latu f T T 87 d Is i z EOD Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 1 15 2009 Page 21 Connections Online Version 4 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 connections online Organization Departments Demonstration Financial Institution admin sign out Headquarters Renovation 7 DE 6 4 2007 to 5 29 2009 Status Current Phase Requirements and Design Tracking Operations Hours 95 actual 412 projected Upcomin
19. pineon To we what s mchaded in component De comparari vali be retalind T vmm nha in 5 Component e 0 Dwscomphom cow component of ES fft MT TP to echange riomaton i Some ont 0001 Wee Cert ora TPP rcd Total doh space ageet 20 o Sose onde 4001 Once it is installed and running you should be able to get to welcome page by going to http servername 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 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 12 Connections Online Version 4 User Manual 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 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 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 13 Connections Online Version 4 User Manual Choose an alias for the folder to be used on the Web share You can just use the default alias which ma
20. 2 _ i dividual Dialogs Peter Griffin x E 13 Create a new metric under Financial performance Indivi 1 4 Growth 468 0M 425 0M 450 0M 475 0 n amp Recent 1 4 1 Test for metric 2 Add a child of Financial metric An M 3 EMPLOYEE LOYALTY 3 1 Charitible Time Given Monthly 101 Hrs E132 Products Per Member m 3 3 Community Volunteer Hours 3 4 Teamwork Effectiveness m 3 5 Organization Culture Survey 88 80 85 90 al 4 CUSTOMER LOYALTY 4 1 Net Promoter Score 66 55 60 65 4 2 Net Customer Growth 1 000 _ 1 000 1 250 1 500 5 test 6 OPERATIONS m Test metric Powered by Connections Online Subscribe Edit Layout Forum Report a Bug 9 Internet R100 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 24 Connections Online Version 4 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
21. 24 25 26 27 28 Tasks 1 Task associated with Leadership and Team Development 04 30 09 Tasks February 17 Project Increase Product Penetration ends Tasks 1 Task associated with Business Fundamentals 2 task to test this function Individual Dialogs X Recent 4 30 08 4 15 08 4 7 08 Tasks 3 30 08 11a 12 27 07 1 task associated with department management and 06 15 09 performance 3020081200 Reports gae ox upervisory Scope Ex Recountability ex Comments x tog Comment by Connections Online Subscribe Edit Layout Forum Report Bug la internet Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 23 Connections Online Version 4 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 connections online racing vabas pg sign out Critical Measures Demonstration Financial Institution Related Links Demonstration Financial 2e Institution o Metric Current Least Average Exceeds o Name m 1 FINANCIAL PERFORMANCE 1 Website to Admin Manual Fl 1 1 Capital 082 x 2 Link 1 2 ROA 1 1 8 9 1
22. 5 etri Created by on z see Delete Dy on 5 2 08 at 11 46 AM mS 2 o e Project Powered by Connections Online Subscribe Edit Layout Forum Report Bug 8 Internet R100 lt e Data Source this will allow the User to select data sources to auto populate the trend data information it is disabled at this time e Owners add the individual s who are accountable for updating the metric e Comments the Owners will provide the comments related to the metric saves date and time of comment e Related Links Owners can add related links specific to this metric this can be from the User s network or web When the User is done inputting the detail select Save at the bottom of the screen and the data will save and the edit window will close After the User creates a new Metric saves the name of the metric and adds detail in the second edit screen the User can then create another metric from this screen by selecting Save and Create Another Metric The User can then create another metric save add data detail and select create another and so on until all of the metrics have been input 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 metric by checking the box to the left of the metric name and using the arrow symbols to move the metric to the de
23. 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 Authority To 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 department 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 Authority To e Recommend staffing levels e Recommend salary actions for people within my department in conjunction with HR e Recommend hiring firing promotions transfers replacements status changes and demotions of all people within my department
24. Strategic Planning Operational Planning NOTES CEO Authority to Establish company vision direction with Board input and review Approve all strategic plans Approve all strategic communications Establish all strategic external alliances partnerships Authority to Develop all plans priorities and initiatives Implement updates to long term objectives Approve all departmental operational plans Authority to Authority to Implement all plans priorities and initiatives Develop and implement Implement all unit plans departmental operational plans Cardwell Group All Rights Reserved Page 66 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Budgeting Purchasing and Contracts Authority CEO Directors Mid Management Budgeting Authority to Plan develop and implement subject to Board approval Purchasing Authorize all purchases within Board guidelines Contracts Approve all contracts within Board guidelines Authority to Plan develop and implement appropriate departmental budgets with CEO approval Authorize all purchases within budget guidelines Approve all departmental contracts within budget guidelines Authority to Authority to Plan develop and implement appropriate departmental budgets with VP approval Plan develop and im
25. and Company policy guidelines e Recommend budget variances to the CEO for approval e negotiation and approval of contracts with vendors will be an individual authority Authority To e Provide input to the development of budget assumptions operating plans and budgets e 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 e Recommend budget variances to the Leadership Team for CEO approval Cardwell Group All Rights Reserved Page 61 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Authority Matrix Guidelines ABC Company Training and Development BEC HR RR TR N77 Authority To e Determine personal attendance at conferences and seminars within Board policy guidelines e Review and approve overall training and development budget within budget process Leadership Council Authority To e Assist in the development of succession plans e 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
26. colors for easy view of Scorecard Enter threshold number metric and select the colors to indicate the different thresholds e Format See previous section let H E Metric rem _ nei E Hele The Metric has been created i Acce p 2 Buih NAME LEAST on OA H Test Metrics 9 rie color to current value Exceeds DESCRIPTION Ir Average PES S fa S T Least _ m ric ANCIAI E TREND apital an owth Adda There is no or empty series w met Coves m p p 7 Sesion lt gt Spt oducts DATA SOURCE FORMAT TREND VALUES fm amwol prw OWNERS Trend Value Date ganizal 2 59 leb No values to display Nama izati Created by admin on 3 3 09 at 3 05 PM lial DERE Save Save amp Create Another Delete Updated by admin on 3 3 09 at 3 05PM RATI Metric Website to Adn e Trend Values The trend values create the trend picture view of the on going performance of the threshold information Click the Add symbol and type in the value Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 31 Connections Online Version 4 User Manual and the date of the value Make sure to click the green checkmark s
27. conferences Authority To e Develop and recommend my department s training and development budget to CEO e Recommend personal training and development activities and ratify the plans and activities of direct reports e Review and recommend all requests for out of state conferences for self and direct reports e Recommend the need for certain programs for development Authority To e employees to internal training programs e Recommend outside training requests to HR Cardwell Group All Rights Reserved Page 62 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Authority Matrix Guidelines ABC Company Human Resource Management Authority To Authority To e Hire evaluate and compensate the CEO e Ratify the decision to hire the Internal Audit Manager e Approve the executive benefits package Executive Committee of the Board Establish and modify the organizational 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
28. from the CEO Powered by Connections Online EJ Subscribe Edit Layout Forum Report a Bug Done internet 100 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 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 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 waiting for resources to work on it long term queued completed etc e Phase project phases i e business case design construction testing production etc e Dates Projected and Actual e Click Create to save the information connections online coh me admin sign out Organization 2 Recognize and celebrate achievement
29. of the Organization or Department and edit the Emotional Goal B SL EL m mom E patr cr AL FE rm i SWE LL c Pe m mmm iur iB s i 9 mm See e Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 25 Connections Online Version 4 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 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 Organization Demonstration Financ Improving Organic Gro 7 7 pero se 15 EE 9a 05 Core Purpose Who are we Why do we exist af Helping Customers Achieve Financial Success in Every Life Stage BHAG Where are we headed in 5 years How will we know we have been successful Core Purpose Who are we Wh 75 Net Promoter by 12 31 09 Helping Customers Achieve By providing true hometown service and working as a partner with our customers we will build the kind BHAG Where are we headed amp 7595 Net Promoter
30. or delete data Colored Text Link These links can open an item to edit or navigate to an item ina 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 7 Pencil Symbol Click this symbol to EDIT the element next to it A 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 Click on the box next to the element to delete then click the delete symbol and the item will delete SP Arrows Users can adjust the order of the information by using the arrows to move the item up or down in or out Simply select an item by clicking the check box next to the item and then click an arrow to move the item up or down in or out Green Check Mark Some data must be saved using the green check mark If you see the green check mark click it to save your data i e trend data for critical measures Use the X symbol to delete your entry Expanding and minimizing modules is done by clicking the minimize symbol to the left of the X at the end of the top title bar of every module The X is used to remove that module from the User s view of that spe
31. the add symbol on the main page view to create anew Metric use the arrows to move the Metric up down in out on the list To edit after the category metric has been created click the Metric link and the edit screen will open connections online TEES Demonstration Financial Institution 7 amp Improving Organic Growth we will be 10 Billion by 2012 Done La internat Aum 29 Rolling over the current metric reveals a pop up trend picture connections online itution 2 amp will be 10 Bilion by 2012 pooo EB Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 28 Connections Online Version 4 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 i2 Core Purpose Wh Helping Custome BHAG Where are 75 Net Promot By providing true where customers Business Model Attract custome Location Brick ai Innovation in A household Pathway to ROA 1 Income Managei
32. 00 5 00E 00 5 00E 00 5 00E 01 0 00E 00 5 00E00 5 00E00 5 00E 01 Examples of Common bank Measures and Formats Common Credit Union Formatting Numeric Data to How Number Displays on Measures Examples be Displayed Org Dept Tab ROA HHH 0097 97 Percentages HHHH IO 85 85 Dollars SH HHH 4500 4 500 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 30 Connections Online Version 4 User Manual Critical Measures Scorecard Entering Metric Data To enter data click the Add symbol and type in the name and description of the metric 9 connections online B siio sion out Business Model H E Metric wes Attract customer Location Brick and Innovation in Acce NAME household Buil Pathway to ROA H Tie color to current value Income Managem E A n FINANCIAI Capital n ROA o Growth n Addad 7 EE n New met E EMPLOYEE FORMAT p24 Charitib 922 Producte DATA source Io i o n a em n OPERATIC n Test Metric 3 5 Metric 1 Projects Boese 5 Project Project Life Cycle Detailed Framework Powered by Connections Online Subscribe Edit Layout Forum Report a Bu Click Save internet 100 The next edit screen opens and a User can input additional detail about the Metric e Thresholds lets the User input 3 levels of
33. 20 21 3 Enterprise inter departmental issues outcomes board interactions 2 5 Big Picture 22 23 24 25 26 27 28 1 2 3 4 5 6 7 Performance Indicators i Tasks 1 Competition best practices recommendations February 17 13 20 Business Fundamentals Project Increase Product Penetration ends Performance Indicators Tasks t Process Management 1 Task associated with Business Fundamentals 2 Business Partner Vendor Management issues resolutions Individual Dialogs 2 task to test this function 4 35 Department Management 4 30 08 4 15 08 4 7 08 Recent 3 30 08 11a 12 27 07 Performance Indicators te Tasks 1 Mortgage issues outcomes 1 task associated with department management and 2 Consumer Loan issues outcomes performance 3 Collections issues resolutions 4 Research and Development 06 15 09 All 4 30 2008 12 00AM 5 Reporting Reports _ lt Individual Connection Individual Metrics PR Supervisory Scope Project Tasks Accountability ex Follow up Tasks Related Links oid Personal Tasks Name 1 Resource Report 2 Comment GE Powered by Connections Online EJ Subscribe Edit Layout Forum Report a Bug internet 100 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 44 Connec
34. 3 2 Products Per Member 3 3 Community Volunteer Hours 3 4 Teamwork Effectiveness 3 5 Organization Culture Survey 88 80 85 9095 a 4 CUSTOMER LOYALTY 4 1 Net Promoter Score 66 55 60 65 4 2 Net Customer Growth 1 000 1 000 1 250 1 500 m 5 test 6 OPERATIONS 7 Test metric Powered by Connections Online E Subscribe Edit Layout Forum Report Bug 9 Internet 100 5 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 49 Connections Online Version 4 User Manual A User can select the modules to appear on the My Connection Tab by clicking the Edit Layout link at the bottom of the page There are three steps to adding a module to the My Connection Tab First choose a module click plus sign choose module from list Click the middle arrow Then choose a subject of that module click the plus sign to expand and chose from the list Then select the location where User wants that module to appear main column or side bar Click Add Module and the page will refresh to show modules When finished click Done If User wants the page to be blank to start over simply click the Reset button on the upper left side connections online o oka 2 My Connection Web Part to this zone by dropping it here dd a Web Part to this by dropping it here Powered Connections Onlina
35. 4 0 1 Updated 7 15 2009 Page 3 Connections Online Version 4 User Manual At The Sign In Screen Ask the Connections Online Coordinator for your Sign In information User Name your company email address Password assigned by Cardwell 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 my connectionsonline net you will always be logged in automatically unless you sign out Forget Your Password if you have forgotten your password if you click this link you will fill in your email address and a new password will automatically be sent you to YOU HAVE ONE HOUR TO CHANGE YOUR PASSWORD TO SOMETHING OF YOUR CHOOSING AND SET THE NEW PASSWORD AT YOUR PEOPLE CONNECTION TAB Use the pencil to the right of your name at the top of the page reset your password and save Next time you login you can use your own password User Name Remember me on this computer Forget Your Password GoDaddy com SECURE WEE SITE et OCT 3 2008 11 01 25 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 1 15 2009 Page 4 Connections Online Version 4 User Manual Connections Online Basics If you are new to Connections Online see
36. Connections Online Version 4 User Manual TABLE OF CONTENTS ACCESSING CONNECTIONS ONLINE FROM A CLIENT COMPUTER ccscssscssssssscsssssececssscssecesesesees 3 At The Sign InS reen i iussit Rn aee Ree dede ie de eet edidi 4 CONNECTIONS ONLINE BASICS eeeeeee cesse esee essen sete stets toss toss ease tos eta seta setas e te see sss so seta setas eas ense tasa 5 Sign In iiu ou ete ORE RR NU n 5 nur EE 2 Default General Screen Layouts iiia 9 Related TEINS ict ics se cote 11 Sharing files for Related Links with Web Sharing on Windows Server 2003 11 Adding Editing or Deleting Data nean tt ct eet re 19 Search Feutire 1 e sait er rU RE ERE ERG de EE RE re e EH EE ens 20 Printing a Connections Tb cei t oe RR RET 20 ORGANIZATION DEPARTMENT CONNECTION eese eese ense tn seta seta seta seta seta setate tss seta sena 25 Emotional Goa BHA G uU dei GN IER RU ENG I E 25 FOCUS AE II RENE I V 26 Core Values E oe ere E RAN HEUS PADO EA WERTE 27 Critical Measures Scorec rd nate tt eR e ated et edet ttes 26 Critical Measures Scorecard Formatting 29 User Defined Numeric Format Examples 30 Critical M
37. Some examples of Web safe links are http servername share file doc https servername share file doc and ftp servername 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 tmd Fou Can o mcm component of wirds aif it vetuit Component dich the checkbox A shaded Dow means hat
38. add a description of the KRA connections online Departments people 8 Cindy Side Basi role E cindy NAME DESCRIPTION we E 3 Internet 100 Click the Save 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 Save button You can click Save again to save or to add additional Performance Indicators click the Save and Create Another button When all have been added click Save After the Performance Indicators have been input for the Basic Role they can be edited through the Performance Indicator link The Performance Indicator can also be selected to move up or down using the arrows Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 41 Connections Online Version 4 User Manual Other information for each Basic Role can also be edited Tasks Comments and Related Links Once a User has entered the Basic Role data the User can click the Save and Create Another button or click the Save button to close the window Leadership and Team Development ics Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 42 Connections Online Version 4 User Manual Overall Accountabilities Module This module reflects what the individual is a
39. anization 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 Departments connections online Cindy Siders Basic Roles upcoming Events lt February 2009 gt Sun Mon fed u Sat Basic Role Wed Orbe ere 25 26 27 28 23 30 31 1 15 Leadership and Team Development 1 2 3 4 5 5 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Performance Indicators Tasks 1 Personal Development issues focus outcomes 1 Task associated with Leadership and Team Development 04 30 09 2 Team Development issues focus outcomes 3 Enterprise inter departmental issues outcomes board interactions 2 5 Big Picture Performance Indicators to Tasks 1 Competition best practices recommendations 3 20 Business Fundamentals February 17 Project Increase Product Penetration ends Performance Indicators Tasks 5 Management 1 Task associated with Business Fundamentals 2 Business Partner Vendor Management issues resolutions 2 task to test this function Individual Dialogs Recent 4 35 Department Management 4 30 08 4 15 08 4 7 08 Performance Indicators Tasks 3 30 08 11a 12 27 07 1
40. ate This user or group can create items in a given area Update This user or group has the ability to add and edit items in the given area Delete This user or group can delete items in a given area wie ey spar 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 If you cannot remember the password to login contact your Connections Online Administrator Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 51 Connections Online Version 4 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 at the top of the page next to their name 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 s
41. ault 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 Emotional 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
42. by 12 31 9 eyelty where customers refer us to their friends By providing true hometown 4 a refer us to their friends Business Model How do we acquire and retain customers How do we grow the business Attract customers by Competitive Pricing Affordable Financial Services Reputation for Quality Business Model How do we Service Location Brick and Mortar branches Keep members by Hometown Service Convenient Access Continuous Innovation in Access Products and Services Build Future by PFI Cross Sell to Attract customers by increase services per household Build Net Promoters by Building Brand Value Improve Service v Mortar branches Keep mem Services Build Future by e P EINormal EI HTML Preview Improve Service Efficiency Pathway to ROA How do wi Neier nesses EE UNI ao a m avi d Metric Current Thresholds Meets Exceeds Rece Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 26 Connections Online Version 4 User Manual 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 the behaviors that the organization will live by and be fired by Use the pencil edit symbol to open edit and save the changes LZ L zt Du E ro jane Hm iam illas aanl li
43. cal 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 0 1 Updated 7 15 2009 Page 69 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Human Resource Management Authority Hire Terminate Promote Count Additional Head Authority to CEO Authority to Directors Mid Management Authority to Authority to Rewards NOTES Cardwell Group All Rights Reserved Page 70 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Strategic Operational Planning Authority CEQ VP s Directors Mid Management Authority to Authority to Authority to Authority to Strategic Planning Operational Planning
44. ccountable for Why does this position exist pm Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 43 Connections Online Version 4 User Manual Supervisory Scope Module This module defines the Departments or major functional areas under a User s supervisory control Project Tasks Follow up Tasks and Personal Tasks The Project Task module shows an individual s agreed upon accountability for Project Tasks related to an Organization or Department Project s for which the individual is a team member and has task accountability These tasks can be edited modified from this module Follow Up Tasks come from any Dialog across the enterprise that the User has accountability for Personal Tasks are set at the People Connection level and provide a User with the ability to edit update task information from the People Tab task modules connections online Departments Cindy Siders cindy siders gmail com Upcoming Events lt February 2009 gt Sun Mon Tue Wed Thu Fri Sat 25 26 27 28 29 30 31 Basic Roles tu Basic Role 1 15 Leadership and Team Development Bes 4 5 5 7 Performance Indicators 3 Tasks 8 9 0 iX 13 1 Personal Development issues focus outcomes 1 Task associated with Leadership and Team Development 04 30 09 2 Team Development issues focus outcomes 15 16 17 18 19
45. cific page f you remove the module from the page you can restore it by clicking Edit Layout at the bottom of the page Then click the button on the top left of the page that says Reset Layout and your module will appear on the page 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 Logged in as your login name at the top right of the page The User Account edit window will open set the preferred login page then save Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 19 Connections Online Version 4 User Manual Archive A User can view archived metrics or projects by clicking the archive symbol on the title bar for metrics or projects module Search Feature A search field is at the top right of the page that can search names of organizations departments metrics projects and people but not tasks Simply type in the phrase or word you want to search on and the list of items you have security to view will be on the list Departme Search 7 MES G inancial e Search Grown V a Search for Organizations Departments Projects or Individuals Printing a Connections Tab A Connection Tab page can be quickly printed by using the print function on t
46. coordinate with appropriate Department Head Provide input on cross functional policy development considerations Communicate and update policies and procedures to staff in area of responsibility e Monitor staff compliance to policies and procedures and take corrective action as needed e Provide input on cross functional policy development considerations Compliance Accountabilities Authority To 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 0 1 Updated 7 15 2009 Page 64 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Human Resource Management Authority CEO VP s Directors Mid Management Hire Authority to Hire for all positions other than those requiring Board approval Authority to Hire director positions within scope of accountability Authority to Hire all mid management level positions within scope of accountability Authority to Hire all staff level positions within scope of accountability Terminate Terminate all positions including vice presidents and all officers other than those requiring Board approval Terminate the employment of all positions within scope of accountability after the review of human resources Terminate the
47. d on company goals 2 Recognize and celebrate achievement Powered by Connections Online E Subscribe Edit Layout Forum Report a Bug v 8 Internet 100 Cardwell Group All Rights Reserved Page 29 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 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 HHHO 5 5 1 0 00 Nil 5 00 5 00 0 50 Nil S 7H 0 5 5 1 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
48. ds 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 Deliverable 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 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 real
49. easures Scorecard Entering Metric Data eese 3l PROJECTS Rr M 33 Adding Project Detail i Eee ret ee Prosa see iege TH Eee ioca 35 Project TASKS 36 Project SCOP a EE 38 Project Evaluation Criteria eese ae ESR T E 38 Optional 39 PEOPLE CONNECTION 40 40 Overall Accountabilities Module 43 Supervisory Scope Module tee ree de ERU RR CREER 44 Project Tasks Follow up Tasks and Personal Tasks eese enne nennen nennen rennen 44 Authority Matrix Document eee 45 DIALOGS e 46 INT ODUCT ON ise abad eden dmn taii 46 Preparation Execution d asse tetti d Saw oe Bs con t ye e ed egy eee obe orare e 47 MY CONNECTION ssssscinscssctassssscoscsesssevsssasesdesenistsesssbessecesesssuesesestnsssvetsenssosdeusesusessssesoodseenscusesesscasdsesdsecdsbadeddesensensees 49 SETTING SECURITY FOR USERG sscsscssscssssscssscssecssosssosssenssesssnsssssosssvescnessnessscsscssoessosssonsseasonsssnssssosssoes 51 Re Setting User ated e ee Fi ten repe e er 51 CONNECTIONS TERMINOLOGY eese
50. ecurity 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 Module 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 EEE zis hau eS cT pm E J E Di Lh fl a n Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 52 Connections Online Version 4 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 def
51. employment of all positions within scope of accountability after the review of human resources Terminate the employment of all staff level positions within scope of accountability after the review of human resources Promote Promote within guidelines all company personnel to all positions including vice presidents and all officers other than those requiring Board approval Promote all departmental personnel within scope of accountability Promote all positions within scope of accountability Promote all staff level positions within scope of accountability Additional Head Count Authorize any and all additions to payroll Authorize additions to payroll within approved budget Rewards NOTES Grant all rewards deemed appropriate other than those requiring Board approval Grant intrinsic and extrinsic rewards within company policy and budget other than those requiring Board approval within scope of accountability Grant any and all mid management and staff rewards within company policy and budget within scope of accountability Grant all staff level rewards within departmental guidelines within scope of accountability Cardwell Group All Rights Reserved Page 65 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Strategic Operational Planning Authority
52. g Events BORG e lt February 2009 gt Sun Mon Tue Wed Thu Fri Sat Metric Current Least Average Exceeds n 25 26 27 28 29 30 31 1 New Member organic growth 100 75 100 i 1 2 3 4 5 6 7 2 Budget 8 9 10 11 12 13 14 2 1 Contractor construction 15 16 i7 18 18 20 21 22 23 24 25 26 27 28 BBB e Task Ends Hours M Tracking 1 Select Architectural Firm 2 Select the site 05 01 09 30 22 ee Project Connection B Architectural plan and interior design completed 06 02 09 50 3 1 Permits completed Projet Scope ex 4 Grand Opening for Members 03 30 09 See sx Related Links ios ss Name oti 3 Name Role Projected Actual i Renderings Role Consultant e 2 Headquarters Plan 2 Howard John Consultant O hrs 0 hrs 0 hrs 0 hrs 2 e4 3 General Contractor s Site Role Leader 4 Resource Report Brown Bobby leader 50 hrs 350 10 hrs 60 hrs hrs Comments Doe John Leader O hrs 0 hrs ta z Role b Role Member Tannen rs 40 Cardwell Jim Member ker 3 hrs 5 hrs is DB 10 132 admin i Siders Cindy Member 0 hrs 22 hrs 0 hrs 30 hrs aec codes goes eae Powered by Connections Online Subscribe Edit Layout Forum Report a Bug 5 Done Inter
53. he 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 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 Organization Connection Resource Utilization 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 nternet Options General Security Privacy Content Connections Programs Advanced Settings v Use JRE 1450 01 for applet requires restart Jg Multimedia Always use ClearType for HTML Enable automatic image resizing Play animations in webpages Play sounds in webpages Show image download placeholders Show pictures Srt image dithering fim Printing Print background colors and images 7 arch from the Address bar Do not search from the Address bar Just display the results in the main window lt lt lt lt
54. in conjunction with HR e Recommend evaluations of direct reports e Manage overtime within budget Cardwell Group All Rights Reserved Page 63 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Authority Matrix Guidelines ABC Company Policies and Procedures Authority To Authority To Authority To Authority To Develop policies within area of e responsibility to ensure compliance with laws and regulations for CEO review and Board approval as applicable Ensure that the Company is in compliance with all applicable laws and regulations Recommend and implement policies procedures in area of responsibility e Approve policies consistent with regulations e e Monitor the Company s compliance with policy and regulations e Establish the philosophy for policy development example tone of customer service orientation quality initiative e Review and approve policies prior to Board consideration e Work with legal counsel to assure the legality of policy and procedure compliance 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
55. istic 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 the 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
56. k Effectiveness Ikecent 10 15 08 8 27 08 6 30 08 2 5 Organization Culture Survey 88 80 85 90 FHCs AED 3 CUSTOMER LOYALTY All 1015 2008 12 00AM 34 Net Promoter Score 66 55 60 65 4 OPERATIONS Projects BoE Project Ends Hours Tracking Website to Admin Manual 2 z Current 2 lew Lini 1 Project Life Cycle Detailed Framework 09 30 08 0 00 Project 2 Management m 2 Contract for XYZ Government Organization 06 03 09 0 00 1 1 3 Headquarters Renovation 05 29 09 95 00 Operations 4 Merger with Nightline Bank 06 01 08 161 50 2 5 Develop Organization Communication Process Powered by Connections Online Subscribe Edit Layout Forum Report a Bug 8 Done internet 100 Reports simple reports for each tab can be printed using the print icon in IE7 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 User Manual Version 4 0 1 Updated 1 15 2009 Page 10 Connections Online Version 4 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
57. l organization department and people performance Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 54 Connections Online Version 4 User Manual Appendix A Business Project Team Authority Matrix E mafi pra sch de ist connections HL gr ee ee T mh modd ILLI a Ir q AEE T d Oe an mum momcdo eee p uH GO DDOPD NO CHUOGSELURUE unm Poma Chem un E o gabs um de mim d sso omistomedd lgmub auam c rmm ca E daos ood Eom m om hom mom oh a a doom WoW c comm m m oo momo m mom m nu mx a ae am m mu ee TL rl i Mek E GN OG PG Pam n es ee eed ee a et mmn on mm Em ieee wae a a OUT Fam km Pe MT eL ee en 17 k EQUES iL I m CES 1 ooo BL d r E sr Pee ee GERE im le ma ames Hyl om teppi bo pa Lo om mac mom on m m b m Mm Ham mcn um cmm nomm om cam m umo jon n Lud ee uum a his mb Hemm mom Bob maim n ndo mih mmmh kp om ea F ed at ree e 749 oom Be ee ee oe ee ee Ed ek les mda ed eed Poe Bese ee nomo
58. net A100 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 22 Connections Online Version 4 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 ts People Basic Roles 50 1 1596Leadership and Team Development Performance Indicators 1 Personal Development issues focus outcomes 2 Team Development issues focus outcomes 3 Enterprise inter departmental issues outcomes board interactions 1 2 5 Big Picture Performance Indicators 1 Competition best practices recommendations 3 20 Business Fundamentals Performance Indicators 1 Process Management 2 Business Partner Vendor Management issues resolutions 4 35 Department Management Performance Indicators 1 Mortgage issues outcomes 2 Consumer Loan issues outcomes 3 Collections issues resolutions 4 Research and Development 5 Reporting Individual Metrics FEN A Individual Connection Project Tasks Follow up Tasks Personal Tasks EE Uocoming Events February 3 25 35 d 29 30 BEN 4 5 6 7 8 5 10 11 12 13 14 15 16 17 18 19 20 21 22 23
59. networked system or web The User will find Related Link functionality throughout the application to easily organize information on the network connections online Organization Departments LA CES You are keeping the customers happy Pay and Recognition Program for Tellers 09 03 08 06 30 09 Thankyou EMPLOYEE LOYALTY Build an Open Learning Environment 1 Encourage challenging discussion 2 1 Charitible Time Given Monthly 101 Hrs 2 en be accessible approachable open minded and responsive Products Per Member S55 3 Take ownsgalessemmiaugs and learn Related Link A LEE from ths Community Volunteer Hours to Performance ret Align and move forward on company goals Organization Culture Survey 3 Recognize and celebrate achievement CUSTOMER LOYALTY URL 1 Net Promoter Score Browseg OPERATIONS Cj Name Test Metric DESCRIPTION Website to Admin Manual 7 Metric 1 u efron name s e 2 Link 2 Projects fe 6 BEETS Comment Project Current l Project Life Cycle Detailed pz Im I Headquarters Renovation Contract for XYZ Government ons Our loan portfolio is healthy and we M ith Nightl Bank Develop Organization Comm Create a p
60. ni 7 hre pan ld Por mr iml cin alm ICE Murik gs hd om aasman I SDE DT ELIH LB TIEE LA rear oP es Tj NOGbREN CE P Jar o Ea mac E 4 eed ach 3 a ehcp laima Fon eels rann e a Tie Eran nse Tomer ak Ski Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 27 Connections Online Version 4 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 The 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 Edit View also lists the Trend Data if appropriate so that Users can see progress to expectation over 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
61. 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 0 1 Updated 7 15 2009 Page 56 Connections Online Version 4 User Manual Fas e Food la ped Peqe 52 Fin op Pes ee Pe a eg UP aat i mig sh aem aln n CE mand Pe lal ed mma om do Pom m0 rds Dac CRI La bs ee 17 ses ee ee eo JS omm lun o suas dk m ncC Ll COS Poe am mim sm ELI ELI RGSS UU ml aoo ch B dm 721 db i TUTO Bra 1 i eT mls hence uiae ILC 1 4 pBBHPHTD cdm ld VU uU TOCUBCHE ums mcus mms a oe Pg RS 056 7 08 Dg oe in ee pa k cme be eum ee ee ee ee ee hs ee ee St ee Te emib am eee oa ee ee ee e 8 SER dee ee Pod pee i ee ee ee oo ar to UPC ee
62. olumn every Tab except the My Connection Tab has a metric scorecard module plus modules reflecting other information relevant to the specific Tab Wo ee Ra bee m Tg Ue me mom DE 08 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 9 Connections Online Version 4 User Manual e 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 0 connections online People My gi admin sian 558 B Demonstration Financial Institution 7 amp Improving Organic Growth we will be 10 Billion by 2012 Eva Metric Current TH 1 1 FINANCIAL PERFORMANCE 1 11 Capital 082 m d HM 1 084 13 Growth 468 0 M 976 2 EMPLOYEE LOYALTY 868 2 1 Charitible Time Given Monthly 101 Hrs z 2 2 Products Per Member 3 2 3 Community Volunteer Hours 24 Teamwor
63. ou 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 sub 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 feres Directo Renter Januery 16 2006 4112 PR 136901 pat Woedey Jaweery 16 2006 41 9 Py 169200 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 16 Connections Online Version 4 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
64. peratives to life for all participants The key to the success of any organization is to be able to turn on a dime Other critical building blocks of the Connections methodology to achieve this are communication feedback and corresponding adjustments to the content of the framework These adjustments are achieved through on going Organization Department Project and People Dialogs Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 46 Connections Online Version 4 User Manual Preparation Execution To prepare for an Organization Department Project or People Dialog session use the Dialog modules found on the respective Tab s Sidebar Click the Add symbol to add the new Dialog information Click the Save button when finished A new edit window will open in order to add Dialog Tasks Comments and Related Links Dialog Task information is entered in the same fashion as Project Tasks A Dialog Agenda is accessed by clicking the Dialog Date link in the Dialog module During the Dialog meeting when a follow up item has been committed to it should be noted in the current agenda Dialogs for the Organization Department and Projects have the same dialog functionality RAT ee Se Dm s m ocommu uln cam mos ba ee Gh IR wt omo o E mm um ee ee es ne bijg 6t AR a 28 ATL ee C n y E Ja al mj a mum
65. plement appropriate unit departmental budgets with Director approval Authorize all purchases within Authorize all purchases within budget guidelines budget guidelines NOTES Cardwell Group All Rights Reserved Page 67 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Policies and Procedures Authority CEO VP s Directors Mid Management Corporate Policy Authority to Approve all corporate policies Functional Policy Approve all functional policies Approve all functional policies within scope of accountability within scope of accountability Operational Approve all operational procedures Approve all operational procedures Approve all operational procedures Approve all operational Procedures within scope of accountability within scope of accountability within scope of accountability procedures within scope of accountability NOTES Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 68 Connections Online Version 4 User Manual Sample Level Authorities Discussion Draft Corporate and Regulatory Compliance and Market Conducts Authority CEO VP s Directors Mid Management Corporate Authority to Authority to Authority to Authority to Compliance Work with Board to establish Ensure compliance with ethical legal Ensure compliance with ethi
66. roject This Test Project 1 Queued I Implement Pricing Relationship 1 SEG Development Spanish community 1 2 Member Services Q 1 Increase Product Penetration Completed oO Merger Healthco CU Powered by Connections Online Subscribe Edit Layout Forum Report a Bug E 9 Internet 1006 Sharing files for Related Links with 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 servername share file 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 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 1 15 2009 Page 11 Connections Online Version 4 User Manual 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
67. sful or not It answers the questions What will happen as a result of the Project being accomplished What will improve How will improvement be measured What will be different Name 1 Timing 2 General Intent Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 1 15 2009 Page 38 Connections Online Version 4 User Manual 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 0 1 Updated 7 15 2009 Page 39 Connections Online Version 4 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 Itis 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 org
68. sired position Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 32 Connections Online Version 4 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 categories of Projects Current the critical few priorities that require immediate resources and focus 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 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 connections online Organization Ly sian out B Demonstration Financial Institution 7 amp Improving Organic Growth we will be 10 Billion by 2012 Focus ERE Upcoming Events February 2009 gt
69. t 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 70 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 BR e Task Ends Hours M Tracking qo 1 Select Architectural Firm 2 04 09 9 2 Architectural plan and interior design completed 06 02 09 50 oO 2 1 Permits completed 3 Select the site 05 01 09 30 22 4 Grand Opening for Members 03 30 09 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 1 15 2009 Page 36 Connections Online Version 4 User Manual 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 appear faded with a green check mark at the end of the task to show it as completed on the Project Tab Save the Task by clicking the Save button A new window opens to enter additional Task detail Color for health of project Person s Responsible Comments and or Related Links When finished click the Save button NAME Architectural plan and interior design completed COLOR PRIORITY MILESTONE TRACKING Normal
70. tches 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 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 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 14 Connections Online Version 4 User Manual 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 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 0 1 Updated 7 15 2009 Page 15 Connections Online Version 4 User Manual In the IIS Manager expand the tree on the left side so y
71. tegic alliances and partnerships to the Leadership Team Cardwell Group All Rights Reserved Page 60 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 User Manual Authority Matrix Guidelines ABC Company Budget and Contract Authority Authority To e Review and ratify the annual budgets including budget assumptions e Review budget variances e 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 approve contracts with vendors e Determine individual signing authority limits for operating and capital expenditures e Develop merchandising guidelines and enforcement standards Authority To e Participate in the development of detailed budget assumptions e Facilitate and recommend the development of the operating plan and budget for my area e Facilitate the implementation of the operating plan and budget for my area up to the budget approved amount and within individual signing authority limitations
72. 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 7 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 Organization Departments admin sian out Demonstration Financial Institution 7 amp Improving Organic Growth we will be 10 Billion by 2012 Focu EE Upcoming Events E February 2009 gt Sun Mon Tue Wed Thu Fri Sat BORSE o 25 26 27 28 29 30 31 Na Metric Current Tg 2 3 4 5 5 7 FINANCIAL PERFORMANCE cimi E 19926 16 17 18 19 20 21 3 4 25 2 z 21 12 ROA 1 3 Y 1 084 2 2 6 7 8 4 5 6 Growth 468 0 M 976 EMPLOYEE LOYALTY 8 sed fe are ject Increase Product Pene
73. tions Online Version 4 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 0 1 Updated 7 15 2009 Page 45 Connections Online Version 4 User Manual Dialogs Introduction The Organization Department Project and People Tab Dialogs are critical to sustaining the connectivity of everyone to the focus of the organization and each person s contribution to that focus The philosophical foundation of this methodology is providing focus accountability and authority to perform The Connections Online approach provides the methodology for executing the Strategic Plan This means that for the process to be optimally effective the boss needs to coach and subordinates need to take responsibility for their roles in the organization The organization also needs to reinforce desired outcomes through intrinsic and extrinsic rewards This coaches the organization to bring these im
74. tment projects coll a Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 6 Connections Online Version 4 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 aT tee a ak LI oll i E ni ee 3 mi s LS Tim 2 cr M pilo war als Lutz ee RE mmm eel 36 DE emie ee See 0 8 ee ee Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 7 Connections Online Version 4 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 connections online va creating value pg sign out Critical Measures Demonstration Financial Institution x Remen Links Demonstration Financial nstitution oe 47o BB Metric Current Least Average Exceeds O
75. tration 21 Charitible Time Given Monthly 101 Hrs 5 2 2 roducts Per Member Organizatian Dialags 23 ity Vol 2 Community Volunteer Hours BE 24 Teamwork Effectiveness Recent 10 15 08 8 27 08 6 30 08 9a x 5 1 08 4 30 08 2 5 Organization Culture Survey 88 80 85 90 3 CUSTOMER LOYALTY 10 15 200812 004M 34 Net Promoter Score 66 55 60 65 Reports ex 4 OPERATIONS Core Values t Related Links Projects tagaee e oto Name Project Ends Hours Tracking 5 i Website to Admin Manual 3 Current ix New Linl mi Project Life Cycle Detailed Framework 09 30 09 0 00 Project id Management UE Contract for XYZ Government Organization 06 03 09 0 00 111 ao Headquarters Renovation 05 29 09 95 00 Operations Comment 4 i 1 Merger with Nightline Bank 06 01 09 161 50 TOURIST oss arn 2 5 Develop Organization Communication Process Message from the CEO Powered by Connections Online Subscribe Edit Layout Forum Report a Bug a Done internet 100 Cardwell Group All Rights Reserved User Manual Version 4 0 1 Updated 7 15 2009 Page 5 Connections Online Version 4 User Manual e Department Connection Tab this page can be customized to show information that provides a clear focus for the Department s strategy gee e Project Connection Tab this page provides for effectively leading cross discipline teams to complete Organizational and Depar
76. vel Authorities Discussion Draft Authority Category Authority Authority to CEO Authority to Directors Authority to Mid Management Authority to Cardwell Group All Rights Reserved Page 75 User Manual Version 4 0 1 Updated 7 15 2009 Connections Online Version 4 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 0 1 Updated 7 15 2009 Page 76
77. 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 session 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 standar
78. ymbol in the trend value edit screen to save the value 9 connections online Organization Departments Projects People Business Model How do we acquire and retajn customers How do we grow the busines nd di el Mina Reputation 361 Quality Service 2 Location Brick and Mortar branches Keep members by Hometown Service Convenient Access Continuous Innovation in Access Products and Services Build Future by PFI Cross Sell to increase services per Recent 19 15 08 household Build Net Promoters by Building Brand Value Improve Service Efficiency Pathway to ROA How do we make money to fund future e growth Margin Management 50 Non Interest 10 15 2008 12 00 AM Income Management 50 click here for our web si BAAS o De Metric Ewan Metric Jo FINANCIA pi Capital P TM _ 4 7 integrity Et ux 2 eu 4388 0 M forward and honest id Growth ict for yourself and MEN DATA SOURCE FORMAT TREND VALUES E SAROM 7 lest ag owners Related tid Em res Name Organization Department n New mel LE Finley vincent Information Technology p2 EMPLOYEB COMMENTS D cm OG oduad Comment 923 p24 Teamw 2 zz ith d rene Admin Manual 2 CUSTOME RELATED LINKS 2 fo Net Prof 90 7 p operatid O

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