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  • ORDER BY 1,2,3

    - by Tomaz.tsql
    Only for lazy people -> how to order our output by defining numbers instead of column names: select * from ( select 1 as id, 'test' as text_name, 32 as seq union all select 3 as id, 'best' as text_name, 61 as seq union all select 4 as id, 'best' as text_name, 12 as seq union all select 4 as id, 'best' as text_name, 6 as seq union all select 2 as id, 'hest' as text_name, 21 as seq ) as x order by 2,3 --order by 1,2,3 you can specify the select list or you...(read more)

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  • How do I cut and paste commands from your blog?

    - by Maria Colgan
    At the recent ODTUG  Kscope 12 conference several people told me that they really enjoyed our blog on the Optimizer but were frustrated because they couldn’t cut and paste the commands used in the blog posts straight into their environment. Typically I use screen shots in the blog posts to make the commands clear but it does mean that it is impossible to cut and paste the commands into your environment. In order to get around this I have created a downloadable .sql script for each of our blog posts. You should now see the sentence “You can get a copy of the script I used to generate this post here”, appearing at the bottom of each blog post. Clicking on the link will open the .sql script that contains all of the commands used in the post. You can either save the entire script or just cut and paste the particular command you are interested in! I have added scripts for all of this year’s blog posts and am slowly making my way through our old posts until we have a script for everything we have posted to date. Hopefully this will help! +Maria Colgan

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  • Windows Azure Training Kit (November 2010 Release Update)&ndash;Fantastic Azure training resource

    - by Jim Duffy
    At PDC 2010 in October Microsoft announced a number of new enhancements/features for Windows Azure. In case you missed it, these new enhancements/features have been released in the new Windows Azure Tools for Visual Studio November release (v1.3). The Windows Azure team blog is an excellent resource for information about the new release. Along with the new release the Azure team has also updated the Windows Azure Platform Training Kit. What is the Windows Azure Platform Training Kit you ask? It is a comprehensive set of hands-on training labs and videos designed to help you quickly get up to speed with Windows Azure, SQL Azure, and the Windows Azure AppFabric. The training kit contains updated labs including a couple I would suggest you hit first. Introduction to Windows Azure - updated to use the new Windows Azure platform Portal Introduction to SQL Azure - updated to use the new Windows Azure platform Portal The training kit contains a number of new labs as well including: Advanced Web and Worker Role – shows how to use admin mode and startup tasks Connecting Apps With Windows Azure Connect – shows how to use Project Sydney Virtual Machine Role – shows how to get started with VM Role by creating and deploying a VHD Windows Azure CDN – simple introduction to the CDN Introduction to the Windows Azure AppFabric Service Bus Futures – shows how to use the new Service Bus features in the AppFabric labs environment Building Windows Azure Apps with Caching Service – shows how to use the new Windows Azure AppFabric Caching service Introduction to the AppFabric Access Control Service V2 – shows how to build a simple web application that supports multiple identity providers Ok, that’s enough reading, go start learning! Have a day.

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  • Intel Server Strategy Shift with Sandy Bridge EN & EP

    - by jchang
    The arrival of the Sandy Bridge EN and EP processors, expected in early 2012, will mark the completion of a significant shift in Intel server strategy. For the longest time 1995-2009, the strategy had been to focus on producing a premium processor designed for 4-way systems that might also be used in 8-way systems and higher. The objective for 2-way systems was use the desktop processor that later had a separate brand and different package & socket to leverage the low cost structure in driving...(read more)

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  • How to Manage Technical Employees

    - by Ajarn Mark Caldwell
    In my current position as Software Engineering Manager I have been through a lot of ups and downs with staffing, ranging from laying-off everyone who was on my team as we went through the great economic downturn in 2007-2008, to numerous rounds of interviewing and hiring contractors, full-time employees, and converting some contractors to employee status.  I have not yet blogged much about my experiences, but I plan to do that more in the next few months.  But before I do that, let me point you to a great article that somebody else wrote on The Unspoken Truth About Managing Geeks that really hits the target.  If you are a non-technical person who manages technical employees, you definitely have to read that article.  And if you are a technical person who has been promoted into management, this article can really help you do your job and communicate up the line of command about your team.  When you move into management with all the new and different demands put on you, it is easy to forget how things work in the tech subculture, and to lose touch with your team.  This article will help you remember what’s going on behind the scenes and perhaps explain why people who used to get along great no longer are, or why things seem to have changed since your promotion. I have to give credit to Andy Leonard (blog | twitter) for helping me find that article.  I have been reading his series of ramble-rants on managing tech teams, and the above article is linked in the first rant in the series, entitled Goodwill, Negative and Positive.  I have read a handful of his entries in this series and so far I pretty much agree with everything he has said, so of course I would encourage you to read through that series, too.

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  • Upgrade SSIS 2005 Packages to SSIS 2008

    There are several enhancements in SSIS 2008 such as enhanced lookup transformation, the development environment for Script Task and Script Component changing from VSA to VSTA, etc. If you intend to upgrade your SSIS 2005 packages to SSIS 2008 ... [Read Full Article]

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  • Security-related database settings are not restored when a DB is restored

    - by Greg Low
    A question came up today about whether it was a bug that the TRUSTWORTHY database setting isn't restored to its previous value when a database is restored. TRUSTWORTHY is a very powerful setting for a database. By design, it's not restored when a database is. We actually documented this behavior when writing the Upgrade Technical Reference for 2008: http://www.microsoft.com/downloads/en/confirmation.aspx?familyId=66d3e6f5-6902-4fdd-af75-9975aea5bea7&displayLang=en The other settings that are...(read more)

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  • Less Useful Soft Skills

    - by andyleonard
    Introduction This post is the fifty-sixth part of a ramble-rant about the software business. The current posts in this series can be found on the series landing page . Over a career that spans decades, one encounters useful and “less useful” soft skills in the modern enterprise. I thought I would share a few of the less useful variety: Free Advice If someone asks another for advice, that’s a cool compliment. The person asking has seen something that compels them to seek information about how-another-does-or-sees-things....(read more)

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  • Performance-Based Management Stinks

    - by andyleonard
    Introduction This post is the forty-eighth part of a ramble-rant about the software business. The current posts in this series can be found on the series landing page . This post is about Performance-Based Management (PBM). Almost… In Mere Christianity , C. S. Lewis refutes an argument with the following statement: It has every amiable quality except that of being useful. I feel the same way about PBM. I am a metrics person. I thrive – intellectually, emotionally, and economically – on business intelligence...(read more)

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  • Generating Deep Arrays: Shallow to Deep, Deep to Shallow or Bad idea?

    - by MobyD
    I'm working on an array structure that will be used as the data source for a report template in a web app. The data comes from relatively complex SQL queries that return one or many rows as one dimensional associative arrays. In the case of many, they are turned into two dimensional indexed array. The data is complex and in some cases there is a lot of it. To save trips to the database (which are extremely expensive in this scenario) I'm attempting to get all of the basic arrays (1 and 2 dimension raw database data) and put them, conditionally, into a single, five level deep array. Organizing the data in PHP seems like a better idea than by using where statements in the SQL. Array Structure Array of years( year => array of types( types => array of information( total => value, table => array of data( index => db array ) ) ) ) My first question is, is this a bad idea. Are arrays like this appropriate for this situation? If this would work, how should I go about populating it? My initial thought was shallow to deep, but the more I work on this, the more I realize that it'd be very difficult to abstract out the conditionals that determine where each item goes in the array. So it seems that starting from the most deeply nested data may be the approach I should take. If this is array abuse, what alternatives exist?

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  • Outlying DBAs

    - by steveh99999
    Read an interesting book recently, ‘Outliers – the story of success’ by Malcolm Gladwell. There’s a good synopsis of the book here on wikipedia. I don’t want to write in detailed review of the book, but it’s well worth a read. There were a couple of sections which I thought were possibly relevant to IT professionals and DBAs in particular. Firstly, ‘the 10,000 hour rule’, in this section Gladwell asserts that to be a real ‘elite performer’ takes 10,000 hours of practice. ‘Practice isn’t the thing you do once you’re good, it’s the thing you do that makes you good’.  He gives many interesting examples – the Beatles, Bill Gates etc – but I was wondering could this be applied to DBAs ? If it takes 10,000 hours to be a really elite DBA – how long does that really take ? 8 hours a day makes 1250 days. If we assume that most DBAs work around 230 days a year – then it takes around 5 and a half years to become an elite DBA.   But how much time per day does a DBA spend actually doing DBA work ? Certainly it’s my experience that the more experienced I get as a DBA, the less time I seem to spend actually doing DBA work – ie meetings, change-control meetings, project planning, liasing with other teams, appraisals etc.  Is it more accurate to assume that a DBA spends half their time actually doing ‘real’ DBA work – or is that just my bad luck ?   So, in reality, I’d argue it can take at least 5 1/2 and more likely closer to 10 years to become an elite DBA. Why do I keep receiving CVs for senior DBAs with 2-4 years actual DBA experience ? In the second section I found particularly interesting, Gladwell writes about analysis of plane crashes and the importance of in-cockpit communications. He describes a couple of crashes involving Korean Airlines – where co-pilots were often deferrential to pilots, and unwilling to openly criticise their more senior colleagues or point out errors when things were going badly wrong… There’s a better summary of Gladwell’s concepts on mitigation  here – but to apply this to a DBA role… If you are a DBA and you do not agree with  a decision of one of your superiors, then it’s your duty as a DBA to say what you think is wrong, before it’s too late…  Obviously there’s a fine line between constructive criticism and moaning, but a good senior DBA or manager should be able to take well-researched criticism\debate from a more junior DBA.   Is this really possible ?

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  • Oracle Index Skip Scan

    - by jchang
    There is a feature, called index skip scan that has been in Oracle since version 9i. When I across this, it seemed like a very clever trick, but not a critical capability. More recently, I have been advocating DW on SSD in approrpiate situations, and I am thinking this is now a valuable feature in keeping the number of nonclustered indexes to a minimum. Briefly, suppose we have an index with key columns: Col1 , Col2 , in that order. Obviously, a query with a search argument (SARG) on Col1 can use...(read more)

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  • The Many-to-Many Revolution 2.0 #ssas #mdx #dax #m2m

    - by Marco Russo (SQLBI)
    In September 2006 I had announced in this blog the release of the first version of The Many-to-Many Revolution, a whitepaper that describes how to leverage the many-to-many dimension relationships feature that had being available since Analysis Services 2005. The paper contains many generic patterns that can be applied in many common data analysis’ scenarios. More than 5 years later and more then 20.000 unique people that downloaded the 1.0 paper, I am proud to announce that we released The Many-to-Many...(read more)

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  • Basic Defensive Database Programming Techniques

    We can all recognize good-quality database code: It doesn't break with every change in the server's configuration, or on upgrade. It isn't affected by concurrent usage, or high workload. In an extract from his forthcoming book, Alex explains just how to go about producing resilient TSQL code that works, and carries on working.

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  • Why to avoid SELECT * from tables in your Views

    - by Jeff Smith
    -- clean up any messes left over from before: if OBJECT_ID('AllTeams') is not null  drop view AllTeams go if OBJECT_ID('Teams') is not null  drop table Teams go -- sample table: create table Teams (  id int primary key,  City varchar(20),  TeamName varchar(20) ) go -- sample data: insert into Teams (id, City, TeamName ) select 1,'Boston','Red Sox' union all select 2,'New York','Yankees' go create view AllTeams as  select * from Teams go select * from AllTeams --Results: -- --id          City                 TeamName ------------- -------------------- -------------------- --1           Boston               Red Sox --2           New York             Yankees -- Now, add a new column to the Teams table: alter table Teams add League varchar(10) go -- put some data in there: update Teams set League='AL' -- run it again select * from AllTeams --Results: -- --id          City                 TeamName ------------- -------------------- -------------------- --1           Boston               Red Sox --2           New York             Yankees -- Notice that League is not displayed! -- Here's an even worse scenario, when the table gets altered in ways beyond adding columns: drop table Teams go -- recreate table putting the League column before the City: -- (i.e., simulate re-ordering and/or inserting a column) create table Teams (  id int primary key,  League varchar(10),  City varchar(20),  TeamName varchar(20) ) go -- put in some data: insert into Teams (id,League,City,TeamName) select 1,'AL','Boston','Red Sox' union all select 2,'AL','New York','Yankees' -- Now, Select again for our view: select * from AllTeams --Results: -- --id          City       TeamName ------------- ---------- -------------------- --1           AL         Boston --2           AL         New York -- The column labeled "City" in the View is actually the League, and the column labelled TeamName is actually the City! go -- clean up: drop view AllTeams drop table Teams

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  • Be aware of the difference between CURRENT_DATE and SYSDATE

    - by Kevin Smith
    I was running some queries in SQL Developer against the WebCenter Content (WCC) schema that included date fields such as dInDate. I was comparing the dates against CURRENT_DATE. I was not getting the expected results. I did some googlng and didn’t find a solution, but I did run across a reference to SYSDATE. I tried SYSDATE in my queries and got the expected results. I did a TO_CHAR on the two date fields and found they returned different times. CURRENT_DATE returned the time from my laptop which was  in the EDT time zone. SYSDATE returned the time from the database server which happened to be in the PDT time zone. I guess if both the database server and my laptop were in the same time zone I would not have seen any problem. Here is the query I ran to display the two fields. select to_char(current_date,'DD-MON-YY HH:MI:SS'), to_char(sysdate,'DD-MON-YY HH:MI:SS') from dual; As you can see from the screen shot from SQL Developer they definitely returned different times. I’m sure there is some command or setting you can use to prevent this problem, but for me the take away is to use SYSDATE in your queries when you want to do any date comparison.

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  • Extracting GPS Data from JPG files

    - by Peter W. DeBetta
    I have been very remiss in posting lately. Unfortunately, much of what I do now involves client work that I cannot post. Fortunately, someone asked me how he could get a formatted list (e.g. tab-delimited) of files with GPS data from those files. He also added the constraint that this could not be a new piece of software (company security) and had to be scriptable. I did some searching around, and found some techniques for extracting GPS data, but was unable to find a complete solution. So, I did...(read more)

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  • [OT] Gates Millenium Scholars scholarship program

    - by John Paul Cook
    Here's a notice about scholarship opportunities that many students may miss because of being out for the holidays. If you know a bright, deserving student, please alert him or her to this outstanding scholarship opportunity. Here is what I want for Christmas from you, my readers. I want to see LOTS of comments about how you informed a student about this scholarship or otherwise got the word out. Dear Student, The Bill & Melinda Gates Foundation proudly announces the 2011 Gates Millennium Scholars...(read more)

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  • SQLBits VI hotel discount extended

    - by MartinBell
    Park Plaza have extended the deadline date for the SQLBits discount to 7th April. If you wish to take advantage of the discount make sure you book early. For more details see http://www.sqlbits.com/information/Travel.aspx...(read more)

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  • Generating Insert Statements

    This article from new author Oleg Netchaev describes the cursor-less script used to generate insert statements. This allows you to efficiently and easily add data generation statements to your project deployments.

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  • PowerShell – Show a Notification Balloon

    - by BuckWoody
    In my presentations for PowerShell I sometimes want to start a process (like a backup) that will take some time. I normally pop up a notification “balloon” at the start, and then do the bulk of the work, and then pop up a balloon at the end to let me know it’s done. You can actually try out this little sample (on a test system, of course) without any other code to see what it does. Then just put the other PowerShell commands in the #Do Some Work part. Oh – throw an icon (.ico file) in a c:\temp directory or point that somewhere else. (No, this probably isn’t original. Can’t remember where I saw the original code, but I’ve modified it a bit anyway, so if you’re the original author and this looks slightly familiar, post a comment.) [void] [System.Reflection.Assembly]::LoadWithPartialName("System.Windows.Forms") $objBalloon = New-Object System.Windows.Forms.NotifyIcon $objBalloon.Icon = "C:\temp\Folder.ico" # You can use the value Info, Warning, Error $objBalloon.BalloonTipIcon = "Info" # Put what you want to say here for the Start of the process $objBalloon.BalloonTipTitle = "Begin Title" $objBalloon.BalloonTipText = "Begin Message" $objBalloon.Visible = $True $objBalloon.ShowBalloonTip(10000) # Do some work # Put what you want to say here for the completion of the process $objBalloon.BalloonTipTitle = "End Title" $objBalloon.BalloonTipText = "End Message" $objBalloon.Visible = $True $objBalloon.ShowBalloonTip(10000) Script Disclaimer, for people who need to be told this sort of thing: Never trust any script, including those that you find here, until you understand exactly what it does and how it will act on your systems. Always check the script on a test system or Virtual Machine, not a production system. Yes, there are always multiple ways to do things, and this script may not work in every situation, for everything. It’s just a script, people. All scripts on this site are performed by a professional stunt driver on a closed course. Your mileage may vary. Void where prohibited. Offer good for a limited time only. Keep out of reach of small children. Do not operate heavy machinery while using this script. If you experience blurry vision, indigestion or diarrhea during the operation of this script, see a physician immediately. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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  • Windows in StreamInsight: Hopping vs. Snapshot

    - by Roman Schindlauer
    Three weeks ago, we explained the basic concept of windows in StreamInsight: defining sets of events that serve as arguments for set-based operations, like aggregations. Today, we want to discuss the so-called Hopping Windows and compare them with Snapshot Windows. We will compare these two, because they can serve similar purposes with different behaviors; we will discuss the remaining window type, Count Windows, another time. Hopping (and its syntactic-sugar-sister Tumbling) windows are probably the most straightforward windowing concept in StreamInsight. A hopping window is defined by its length, and the offset from one window to the next. They are aligned with some absolute point on the timeline (which can also be given as a parameter to the window) and create sets of events. The diagram below shows an example of a hopping window with length of 1h and hop size (the offset) of 15 minutes, hence creating overlapping windows:   Two aspects in this diagram are important: Since this window is overlapping, an event can fall into more than one windows. If an (interval) event spans a window boundary, its lifetime will be clipped to the window, before it is passed to the set-based operation. That’s the default and currently only available window input policy. (This should only concern you if you are using a time-sensitive user-defined aggregate or operator.) The set-based operation will be applied to each of these sets, yielding a result. This result is: A single scalar value in case of built-in or user-defined aggregates. A subset of the input payloads, in case of the TopK operator. Arbitrary events, when using a user-defined operator. The timestamps of the result are almost always the ones of the windows. Only the user-defined  operator can create new events with timestamps. (However, even these event lifetimes are subject to the window’s output policy, which is currently always to clip to the window end.) Let’s assume we were calculating the sum over some payload field: var result = from window in source.HoppingWindow( TimeSpan.FromHours(1), TimeSpan.FromMinutes(15), HoppingWindowOutputPolicy.ClipToWindowEnd) select new { avg = window.Avg(e => e.Value) }; Now each window is reflected by one result event:   As you can see, the window definition defines the output frequency. No matter how many or few events we got from the input, this hopping window will produce one result every 15 minutes – except for those windows that do not contain any events at all, because StreamInsight window operations are empty-preserving (more about that another time). The “forced” output for every window can become a performance issue if you have a real-time query with many events in a wide group & apply – let me explain: imagine you have a lot of events that you group by and then aggregate within each group – classical streaming pattern. The hopping window produces a result in each group at exactly the same point in time for all groups, since the window boundaries are aligned with the timeline, not with the event timestamps. This means that the query output will become very bursty, delivering the results of all the groups at the same point in time. This becomes especially obvious if the events are long-lasting, spanning multiple windows each, so that the produced result events do not change their value very often. In such a case, a snapshot window can remedy. Snapshot windows are more difficult to explain than hopping windows: they represent those periods in time, when no event changes occur. In other words, if you mark all event start and and times on your timeline, then you are looking at all snapshot window boundaries:   If your events are never overlapping, the snapshot window will not make much sense. It is commonly used together with timestamp modification, which make it a very powerful tool. Or as Allan Mitchell expressed in in a recent tweet: “I used to look at SnapshotWindow() with disdain. Now she is my mistress, the one I turn to in times of trouble and need”. Let’s look at a simple example: I want to compute the average of some value in my events over the last minute. I don’t want this output be produced at fixed intervals, but at soon as it changes (that’s the true event-driven spirit!). The snapshot window will include all currently active event at each point in time, hence we need to extend our original events’ lifetimes into the future: Applying the Snapshot window on these events, it will appear to be “looking back into the past”: If you look at the result produced in this diagram, you can easily prove that, at each point in time, the current event value represents the average of all original input event within the last minute. Here is the LINQ representation of that query, applying the lifetime extension before the snapshot window: var result = from window in source .AlterEventDuration(e => TimeSpan.FromMinutes(1)) .SnapshotWindow(SnapshotWindowOutputPolicy.Clip) select new { avg = window.Avg(e => e.Value) }; With more complex modifications of the event lifetimes you can achieve many more query patterns. For instance “running totals” by keeping the event start times, but snapping their end times to some fixed time, like the end of the day. Each snapshot then “sees” all events that have happened in the respective time period so far. Regards, The StreamInsight Team

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  • Conducting Effective Web Meetings

    - by BuckWoody
    There are several forms of corporate communication. From immediate, rich communications like phones and IM messaging to historical transactions like e-mail, there are a lot of ways to get information to one or more people. From time to time, it's even useful to have a meeting. (This is where a witty picture of a guy sleeping in a meeting goes. I won't bother actually putting one here; you're already envisioning it in your mind) Most meetings are pointless, and a complete waste of time. This is the fault, completely and solely, of the organizer. It's because he or she hasn't thought things through enough to think about alternate forms of information passing. Here's the criteria for a good meeting - whether in-person or over the web: 100% of the content of a meeting should require the participation of 100% of the attendees for 100% of the time It doesn't get any simpler than that. If it doesn't meet that criteria, then don't invite that person to that meeting. If you're just conveying information and no one has the need for immediate interaction with that information (like telling you something that modifies the message), then send an e-mail. If you're a manager, and you need to get status from lots of people, pick up the phone.If you need a quick answer, use IM. I once had a high-level manager that called frequent meetings. His real need was status updates on various processes, so 50 of us would sit in a room while he asked each one of us questions. He believed this larger meeting helped us "cross pollinate ideas". In fact, it was a complete waste of time for most everyone, except in the one or two moments that they interacted with him. So I wrote some code for a Palm Pilot (which was a kind of SmartPhone but with no phone and no real graphics, but this was in the days when we had just discovered fire and the wheel, although the order of those things is still in debate) that took an average of the salaries of the people in the room (I guessed at it) and ran a timer which multiplied the number of people against the salaries. I left that running in plain sight for him, and when he asked about it, I explained how much the meetings were really costing the company. We had far fewer meetings after. Meetings are now web-enabled. I believe that's largely a good thing, since it saves on travel time and allows more people to participate, but I think the rule above still holds. And in fact, there are some other rules that you should follow to have a great meeting - and fewer of them. Be Clear About the Goal This is important in any meeting, but all of us have probably gotten an invite with a web link and an ambiguous title. Then you get to the meeting, and it's a 500-level deep-dive on something everyone expects you to know. This is unfair to the "expert" and to the participants. I always tell people that invite me to a meeting that I will be as detailed as I can - but the more detail they can tell me about the questions, the more detailed I can be in my responses. Granted, there are times when you don't know what you don't know, but the more you can say about the topic the better. There's another point here - and it's that you should have a clearly defined "win" for the meeting. When the meeting is over, and everyone goes back to work, what were you expecting them to do with the information? Have that clearly defined in your head, and in the meeting invite. Understand the Technology There are several web-meeting clients out there. I use them all, since I meet with clients all over the world. They all work differently - so I take a few moments and read up on the different clients and find out how I can use the tools properly. I do this with the technology I use for everything else, and it's important to understand it if the meeting is to be a success. If you're running the meeting, know the tools. I don't care if you like the tools or not, learn them anyway. Don't waste everyone else's time just because you're too bitter/snarky/lazy to spend a few minutes reading. Check your phone or mic. Check your video size. Install (and learn to use)  ZoomIT (http://technet.microsoft.com/en-us/sysinternals/bb897434.aspx). Format your slides or screen or output correctly. Learn to use the voting features of the meeting software, and especially it's whiteboard features. Figure out how multiple monitors work. Try a quick meeting with someone to test all this. Do this *before* you invite lots of other people to your meeting.   Use a WebCam I'm not a pretty man. I have a face fit for radio. But after attending a meeting with clients where one Microsoft person used a webcam and another did not, I'm convinced that people pay more attention when a face is involved. There are tons of studies around this, or you can take my word for it, but toss a shirt on over those pajamas and turn the webcam on. Set Up Early Whether you're attending or leading the meeting, don't wait to sign on to the meeting at the time when it starts. I can almost plan that a 10:00 meeting will actually start at 10:10 because the participants/leader is just now installing the web client for the meeting at 10:00. Sign on early, go on mute, and then wait for everyone to arrive. Mute When Not Talking No one wants to hear your screaming offspring / yappy dog / other cubicle conversations / car wind noise (are you driving in a desert storm or something?) while the person leading the meeting is trying to talk. I use the Lync software from Microsoft for my meetings, and I mute everyone by default, and then tell them to un-mute to talk to the group. Share Collateral If you have a PowerPoint deck, mail it out in case you have a tech failure. If you have a document, share it as an attachment to the meeting. Don't make people ask you for the information - that's why you're there to begin with. Even better, send it out early. "But", you say, "then no one will come to the meeting if they have the deck first!" Uhm, then don't have a meeting. Send out the deck and a quick e-mail and let everyone get on with their productive day. Set Actions At the Meeting A meeting should have some sort of outcome (see point one). That means there are actions to take, a follow up, or some deliverable. Otherwise, it's an e-mail. At the meeting, decide who will do what, when things are needed, and so on. And avoid, if at all possible, setting up another meeting, unless absolutely necessary. So there you have it. Whether it's on-premises or on the web, meetings are a necessary evil, and should be treated that way. Like politicians, you should have as few of them as are necessary to keep the roads paved and public libraries open.

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  • PASS: The Budget Process

    - by Bill Graziano
    Every fiscal year PASS creates a detailed budget.  This helps us set priorities and communicate to our members what we’re going to do in the upcoming year.  You can review the current budget on the PASS Governance page.  That page currently requires you to login but I’m talking with HQ to see if there are any legal issues with opening that up. The Accounting Team The PASS accounting team is two people.  The Executive Vice-President of Finance (“EVP”) and the PASS Accounting Manager.  Sandy Cherry is the accounting manager and works at PASS HQ.  Sandy has been with PASS since we switched management companies in 2007.  Throughout this document when I talk about any actual work related to the budget that’s all Sandy :)  She’s the glue that gets us through this process.  Last year we went through 32 iterations of the budget before the Board approved so it’s a pretty busy time for her us – well, mostly her. Fiscal Year The PASS fiscal year runs from July 1st through June 30th the following year.  Right now we’re in fiscal year 2011.  Our 2010 Summit actually occurred in FY2011.  We switched to this schedule from a calendar year in 2006.  Our goal was to have the Summit occur early in our fiscal year.  That gives us the rest of the year to handle any significant financial impact from the Summit.  If registrations are down we can reduce spending.  If registrations are up we can decide how much to increase our reserves and how much to spend.  Keep in mind that the Summit is budgeted to generate 82% of our revenue this year.  How it performs has a significant impact on our financials.  The other benefit of this fiscal year is that it matches the Microsoft fiscal year.  We sign an annual sponsorship agreement with Microsoft and it’s very helpful that our fiscal years match. This year our budget process will probably start in earnest in March or April.  I’d like to be done in early June so we can publish before July 1st.  I was late publishing it this year and I’m trying not to repeat that. Our Budget Our actual budget is an Excel spreadsheet with 36 sheets.  We remove some of those when we publish it since they include salary information.  The budget is broken up into various portfolios or departments.  We have 20 portfolios.  They include chapters, marketing, virtual chapters, marketing, etc.  Ideally each portfolio is assigned to a Board member.  Each portfolio also typically has a staff person assigned to it.  Portfolios that aren’t assigned to a Board member are monitored by HQ and the ExecVP-Finance (me).  These are typically smaller portfolios such as deferred membership or Summit futures.  (More on those in a later post.)  All portfolios are reviewed by all Board members during the budget approval process, when interim financials are released internally and at year-end. The Process Our first step is to budget revenues.  The Board determines a target attendee number.  We have formulas based on historical performance that convert that to an overall attendee revenue number.  Other revenue projections (such as vendor sponsorships) come from different parts of the organization.  I hope to have another post with more details on how we project revenues. The next step is to budget expenses.  Board members fill out a sample spreadsheet with their budget for the year.  They can add line items and notes describing what the amounts are for.  Each Board portfolio typically has from 10 to 30 line items.  Any new initiatives they want to pursue needs to be budgeted.  The Summit operations budget is managed by HQ.  It includes the cost for food, electrical, internet, etc.  Most of these come from our estimate of attendees and our contract with the convention center.  During this process the Board can ask for more or less to be spent on various line items.  For example, if we weren’t happy with the Internet at the last Summit we can ask them to look into different options and/or increasing the budget.  HQ will also make adjustments to these numbers based on what they see at the events and the feedback we receive on the surveys. After we have all the initial estimates we start reviewing the entire budget.  It is sent out to the Board and we can see what each portfolio requested and what the overall profit and loss number is.  We usually start with too much in expenses and need to cut.  In years past the Board started haggling over these numbers as a group.  This past year they decided I should take a first cut and present them with a reasonable budget and a list of what I changed.  That worked well and I think we’ll continue to do that in the future. We go through a number of iterations on the budget.  If I remember correctly, we went through 32 iterations before we passed the budget.  At each iteration various revenue and expense numbers can change.  Keep in mind that the PASS budget has 200+ line items spread over 20 portfolios.  Many of these depend on other numbers.  For example, if we decide increase the projected attendees that cascades through our budget.  At each iteration we list what changed and the impact.  Ideally these discussions will take place at a face-to-face Board meeting.  Many of them also take place over the phone.  Board members explain any increase they are asking for while performing due diligence on other budget requests.  Eventually a budget emerges and is passed. Publishing After the budget is passed we create a version without the formulas and salaries for posting on the web site.  Sandy also creates some charts to help our members understand the budget.  The EVP writes a nice little letter describing some of the changes from last year’s budget.  You can see my letter and our budget on the PASS Governance page. And then, eight months later, we start all over again.

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