1. A Day in the Life of a MProLite User Easy Steps to Ensure You Get the Best Results Performance Solutions Technology, LLC

2. An Overview of: “How to work Effectively with MProLite” We have found that the following “3 Steps” consistently generate a better quality of work and less stress while helping you reach your desired outcomes. Moving from a tactical perspective to a more focused and outcome oriented work process, MProLite helps you take advantage of a technology that supports everyday excellence and agility. We like to describe today’s work environment as similar to a basketball game, where preparation and planning only go so far, after that you need to play in a head’s up, organized response to daily demands while still keeping the ultimate score and time clock in view. Toward that end, we suggest the following “3 steps”: 1. Head’s Up - Scan & Plan! Open MProLite and Outlook (or your favorite email carrier). Review goals, action plans, events, and to-dos in MPro, review the email in the In Box, and drag & drop email from the Outlook Add-in and drag into MProLite. Prioritize and plan your day based upon your goals, to-dos and meetings. 2. Work the Plan with an Eye on Time & Priorities: Make your decisions throughout the day, including how you manage meetings with a clear, full context of the priority and plan. Keep MProLite running in the background to be available at a click, so you leverage information and your decisions effectively. 3. Documentation - the Key to Coordinating People & Leveraging Information! Document each key activity with progress updates and attached documents as required. Enter new to-dos, events and goals and their supporting action plans as needed throughout the day. Remember, you’re not finished until you document.

3. 1.1 –Head’s Up - Scan & Plan! Start by Reviewing & Prioritizing what’s currently active. Whether you’re an executive, project manager or front line person, start by reviewing and prioritizing current tasks and projects. Be alert; be agile; be prepared by creating a plan before launching into action. Planning starts with reviewing existing goals, action plans and tasks and assigning a priority of 1 to those items you will be working on today, paying special attention to those items with a status of Behind/Critical or a Start or Due date on today’s date. 1. First review existing goals and projects, and their supporting action plans and tasks in the Plans View 2. Check the color coded status indicators of active projects (yellow = Behind). In MProLite tag records needing a progress update. Add new goals, action steps and/or tasks as needed. 3. Using the in-place editing feature (ex. click directly in the Priority field and set any items you (or your direct reports) will work on that day to priority 1. Example: In the Plans View, Action Plans and Tasks are “Behind”, and there are no progress updates. Set these to Priority 1.

4. 1.2 – Review Your Email - Drag and Drop into MProLite/ManagePro Manage your email, using Drag & Drop to convert it into easily accessible documents or action items with no details slipping through the cracks. Add to your plan for the day while keeping all the critical information at your finger-tips. 1. Check your email (ex. Outlook); drag- and-drop into MproLite. Note: You must have the Outlook Add-in provided by PST 2. If primarily informational, convert the email into a Progress Update. If an action or response is required, convert the email into a To-Do, or if an appointment, convert the email to an Event. 3. The Outlook Add-in allows the review of the same records you’ll see in MProLite. You can quickly change views, and collapse and expand records using the Outlook Add-in right-click menu options MProLite & Outlook Add-in 1 2 3

5. 1.3 – Next Review To-dos and Upcoming Events/Appointments Review outstanding to-dos, upcoming events and records needing progress updates from within the Daily Plan or Assistant. Add new to-dos or events within the Today’s Plan with a right click option.. 1. Check the Today’s Plan to review To-Do’s and Events/Appointments. 2. Use the available views (ex. Plans View) to also check records needing progress updates as well as those projects and tasks starting and/or due to complete today. 1 2

6. 1.4 – Complete Plan by Assigning to Daily Plan Within MProLite, records are assigned to the Daily Plan by clicking Today’s Plan on the Ribbon. 1 Within MProLite, assign any record to your Daily Plan using by clicking Today’s Plan on the Ribbon. 2. Once in the Daily Plan, drag records within the plan to fit your schedule, stretching the time duration to match your day. 3. Click Email on the Ribbon to send the plan to your supervisor or print. 1 2 3

7. 1.5 – Managers Only: Review Direct Reports’ Plans to Ensure Alignment As an executive/manager, you’ll want to review the daily plan of your direct reports to ensure that priorities are aligned and work effort coordinated. Besides receiving an email of your direct report’s plan, both programs offer a powerful way to access those plans online. Check the next slide for how to review their projects & progress updates. 1. Click the Today view, select a Direct Report from the User List drop down or select –All Users- if not using Direct Reports to view Today plan details.

8. 1.5 – Managers Only: Review Current Projects & Progress Updates Goals and projects are supported by completing a logical action plan, defining requirements and identifying issues to be addressed… and regular progress updates. Executives/Managers can review the completeness of action plans supporting projects and goals, details, project status and the currency of progress updates by person. 1. When using MProLite, select a Direct Report by using the User filter on the Ribbon. Once records are displayed, click the purple arrow (mini-icon)/ to go directly to an existing Progress Update, or 2. Open the record to view a history of progress updates. 1 2

9. 2.2 – Manage Your Meetings as Simply an Extension of Working the Plan Convert one of the biggest time consumers to a powerful driver of follow-up and follow-through. Use your screen (a projector with teams) to create an effective environment for meetings that stay on track, create great visibility and help people stay focused and accountable. 1. Have the MPro Admin create a meeting entity and assign it to people in the People & Meetings view. 2. Prior to each meeting, create the agenda by working through projects or tasks in the Plans view, and add the meeting to the Who field for each record you will review in the meeting. 3. When conducting the meeting, filter the User List dropdown to only display those items assigned to the meeting. 4. Work through each record, viewing and adding to the most recent progress update. Add to-dos when assigning follow-up, putting both the person responsible and the meeting in the Who field. 5. When finished, all the data is captured in the program to support the team going forward. Print meeting minutes by selecting items reviewed and choosing the Print option to include last progress update and to-dos. Email or save as an attached document.

10. 3.1 – Documentation - the Key to Coordinating People & Leveraging Information! Document each key activity with progress updates and attached documents as required. Document follow through on to-dos and brief meetings in the Comments fields. Document new to-dos, events and goals and their supporting action plans as needed throughout the day. Remember, you’re not finished until you document. 1. Progress updates are added by first highlighting a record and then clicking the Add Record icon on the Ribbon. Once in the Record Details, click Add Progress. For best results, start with a summary line, then enter a 25-50 word summary of status to-date, followed by any outstanding issues and next steps. Standardization of key words and placing them in bold fonts helps provide visual alerts. If the progress update includes action items, they should be pasted into new To-dos. 2. To-dos and Events should have both the person responsible (lead) and the person assigning in the Who field. Follow through should be logged in the Comments field. 3. Attaching documents via the Documents button keeps the search for relevant information and reports only a click away. 4. Every goal, action step and task record needs to have at a minimum the support of a documented Requirement section for clarity. 1 2 2 3 4

11. In summary, we reviewed three key areas to ensure your success: 1. Head’s Up – Scan and Plan! 2. Work the Plan to stay on track and deliver 3. Documentation – the key to leveraging people and information MProLite offers many more tools (including the Help Files & Tutorials) to help you be a success at work. Tools ranging from performance metrics and scorecards, to resource allocation, timeline and time cards. Take advantage of the following resources to support your growth. See the Mpro Portal at http://www.managepro.com/m9portal.html covering the following areas