Insights Session – Managing an Engagement from an Issues List

On Monday, May 17th at 2:30pm at Sage North America’s annual partner conference, Insights, I will be presenting a session entitled Managing an Engagement from an Issues List (GEN23).

This session will be dedicated to the possibility that a professional organization can be run more effectively when people do not have to account for every six minutes of their day on a timesheet. Instead, the firm can be run more effectively when using an issues list instead. Creating such an organization is hard work and not for everyone. It requires us to think differently than we have in the past about what it is that we do. You are hereby invited to open a dialogue on a new model for measuring the success of a professional firm.


For those of you who plan on attending the session, please comment below with any thoughts or questions that you would especially like me to address during our time together.

3 thoughts on “Insights Session – Managing an Engagement from an Issues List

  1. This is something we have been working on. We don’t do timesheets any more and have been trying to anticipate client needs over a 12- or 18-month period to put into a plan. I would love to hear what others are doing to gather this type of information either directly from the client or from external sources (industry direction, etc.).

  2. Ding, dong the time sheet is dead!

    Pamela, if you are already using issues lists, I suggest that you attend John Shaver’s session on using Google apps. It is at the same time as this session, unfortunately. He is using Google apps and has opened it up to having his customers participate as well.

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