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   ► KBPrestwood I.T.Staff IntranetProcedure Ma...Office Manag...Directors (T...   Print This     
Staff Directors (Tech=AD/MP Others):
Tech Director
Posted 8 years ago on 11/30/2011 and updated 6/28/2016
Take Away:

Kick start tech staff. Watch tech whiteboard to make sure all use their planner. Plus watch it throughout day to make sure they enter timers within 5 minutes of returning and have one running at the office for their stuff. All=whiteboard/clean. Each=Planner, My Home, communication, then work from assignments.


Daily Routine

Review today's schedule. You MUST fill NB time with billable or "good" NB.

  • Spot check Whiteboard Reconciliation procedure (make sure tech is on today's work).
  • Verify a help desk person is working help desk procedure.
  • Review today/yesterday timer notes and work (Company > Highlights). Review only tech staff. Coach! Use email ONLY.

Also, use the whiteboard to make sure all use their planner and create timers. Especially when returning from appointments (timers must be entered within 5 minutes).

Tue / Thu Add-on Routine

  • Review ONE tech's highlights.
  • Review billable tech assignments: Company | Assignments | Open Billable: Tech (review both In Progress and To Start).
  • From Client Browser, book 2 appointments with neglected clients. Use Client Browser.

Wed Add-on Routine

  • Review nonbillable tech assignments: Company | Assignments | Open Billable: Tech (review both In Progress and To Start)
  • Review New/Recent Tech Tickets, goals: Keep up and watch for lagging work.

General Goals:

  • Remove roadblocks. Many times you can remove perceived roadblocks with a different approach.
  • Training by reviewing work.
    • Calendar / Appointments
    • Recent Timers
    • Recent New Tickets
      • Review description for completeness.
    • xxx
  • Identify follow up work by reviewing work.
  • Find additional work by calling various lists.

Final Step: Report to Mike

Get as much done of the above as you can in a reasonable time, then report your findings to the President. In general, report your findings and solutions from above.


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KB Post Contributed By Mike Prestwood:

Mike Prestwood is a drummer, an author, and creator of the PrestwoodBoards online community. He is the President & CEO of Prestwood IT Solutions. Prestwood IT provides Coding, Website, and Computer Tech services. Mike has authored 6 computer books and over 1,200 articles. As a drummer, he maintains and has authored 3 drum books. If you have a project you wish to discuss with Mike, you can send him a private message through his PrestwoodBoards home page or call him 9AM to 4PM PST at 916-726-5675 x205.

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