Orientation Meeting

Complete the MPD Step-By-Step

 

Step Back, Assess, Reflect, Plan 
to Perform an engaging QBR with your group

Getting Started

The 5-Step Quarterly Planning Process

 

 

 

 

The 5-Step Process 

  1. Step Back - Review and set next steps for your Plans

  2. Assess - Complete and Send the Health Assessments

  3. Reflect - Answer the questions to be prepared for the planning

  4. Plan - Set your goals for the quarter

  5. Present - Perform an engaging Quarterly Business Review with your group

 

How To: Access Your MPD?

The new MPD does not need a Group Account. You have a full control over your own personal data. Your MPD is associated to your user account. Your MPD is confidential and even other users that you granted access to your account will not have access to your MPD.

 

1. Log in to your company account at https://tool.managedservicesplatform.com

2. After Logging in your company name should be visible on the top right-hand side corner

3. Go to Academy > My Assignments

Image%2525202019-07-02%252520at%25252018.42.29

4. Select the Personal Reports Tab and click the IT Nation Evolve Member Performance Dashboard

Image%2525202019-07-02%252520at%25252018.39.43

5. Click on the IT Nation Member Performance Dashboard to begin completing your MPD in 5 easy steps

 

1. Step Back

Review and set next steps for your Plans

 

11584

How To: Use The Tasks Function For Creating Your Next Steps

Your Next Steps about your plans will be presented in the MPD's Dashboard

  1. Locate the "1. Planning for Success - Set next steps for your Life Plan" Widget below
  2. Hover the header of the widget and toggle tasks icon and a popup window will open
  3. Click the drop-down for creating a new task which will be your Next Step regarding the plan
  4. Complete the fields and after saving it will populate the Next Steps section on your MPD
  5. You can add new tasks and edit or delete tasks by using the tasks icon in the header

 

How To: Use The Plans For Success Widgets

You are able to present your Plans For Success in 3 different ways:

  • You would like to create your plans inside the MPD
    1. You can use the Content Widget's Rich Text Editor with the pre-built templates
    2. Click inside the Widget to open for edit
    3. Click outside of the Widget to save it

Image 2019-07-03 at 13.55.18


  • You would like to move your current Microsoft Word Plans inside the MPD
    1. You can use the Content Widget's Rich Text Editor to paste your Word Plans and edit afterwards
    2. Go to MS Word and select the table with the plan and copy to your clipboard
    3. Click inside the Widget to open for edit
    4. Paste the content from the clipboard and on the modal screen choose "Keep" to keep the original formatting
    5. Click outside of the Widget to save it

Image 2019-07-03 at 13.49.18


  • You would like to present your Plan inside the MPD
    • You can use the Content Widget's Rich Text Editor to paste a screenshot of your Plan
    • Take a screenshot of your MS Word PDF Plan
    • Click inside the Widget to open for edit
    • Use the "picture" icon to upload a picture to the widget
    • Click outside of the Widget to save it

Image 2019-07-03 at 14.00.24

 

Additional Resources:

 

2. Assess

Complete and Send the Health Assessments

 

11584

How To: Use The Assessment Widgets
  • Complete Life/Work and Legacy Assessments
    • Use the slides to assess yourself from 1-10 (one being strongly disagree and 10 being strongly agree)
    • The tool automatically saves your answers and updates the MPD

 

copysurvey

  • Send Family/Spouse and Leadership (Manager/Employee) Assessment
    • Click the Share button on the Family/Spouse and Leadership (Manager/Employee) Assessment Widget to copy the share link to your clipboard
    • Paste the link to emails and send it to your family members and to your team
    • 10 assessments can be submitted
    • The tool sends you emails when submissions are received

 

 

3. Reflect

Answer the questions to be prepared for the planning

 

11584

How To: Answer The Questions To Be Prepared For The Planning

You are able to use the Content Widget's Rich Text Editor to answer the questions to be prepared for the meeting
Click inside the Widget to open for edit / Click outside of the Widget to save it

  • What went well in the previous quarter?
  • What could have gone better previous quarter?
  • What could prevent me from hitting my annual targets, BVT, or PWT?
  • What are my primary challenges in this quarter?
  • What is my financial state against my targets?
  • What input do I need from the group?
  • What I would like to thank a member for assistance
  • What are the states of my previous goals?

Image 2019-07-03 at 14.20.48

 


Pro Tips:

If you would like to add more notes/embed videos, pictures or slides to your presentation just add an empty content widget to your Storyboard and use the Rich Text Editor's functions. Hover over the Header and click the + icon on the right hand side and select "Content"

 

 

4. Plan

Set your goals for the quarter

 

11584

 

 

How To: Set Your Quarterly Goals

Quarterly Goals are the things you would like to achieve during the Next Quarter. These require dedicated time and take longer

Note: If you had no data in Q2 you will see these fields blank for the previous quarter

  • Locate the "4. Plan: Set Your Quarterly Goals" Widget below
  • Add goals by clicking the "add new goal" button
  • Set the quarter by clicking on the canvas under the quarter
  • Set the status by clicking the icons on the right
  • The previous and current quarter goals are going to be visible on your MPD

Image 2019-07-03 at 14.46.49

 

5. Present

Perform an engaging Quarterly Business Review with your group

How To: Present In Front Of Your Group

How to share your MPD with the group members

  • You are able to select the widgets you want to print, share or download within the MPD
  • First, hide all widgets by hovering on any widget header and click the eye icon and choose to Hide All Widgets
  • Second, unhide widgets one-by-one by clicking the widget you want to make visible
  • Third, use the Action menu at the top to Share URL, Print or Download the PDF

Image 2019-07-03 at 14.51.19

How to present your MPD in the group

  • Make all the widgets visible you would like to present
  • Start your presentation with the Member Performance Dashboard one pager as your overview
  • Scroll the report to the specific widgets you would like to elaborate on such as your Plans for Success, Financials,
  • Scorecards or detailed content widgets
  • You might ask your facilitator to keep notes of your presentation and feedback on the "5. Present - Notes" Widget

 

How to finalize your MPD after your presentation

  • After your QBR based on your feedback, you might adjust the MPD
  • Adjust your goals, tasks or any of the content widgets after your presentation to finalize your Quarter