I am new to Clarity, can someone clarify on if I am the one to start the conversation before being eligible for calls?

Disclaimer: I am not a lawyer nor an accountant, and this is not "professional advice." I have, however, set up a few businesses and had partners. What you need to do is incorporate and then write up an Operating Agreement that lays out the terms of your partnership. Who owns what. How the new partner will "buy into" the organization with their sweat equity. What happens when revenue targets are reached. And how exactly you separate when it's time to move on. Lay these details out and more in your operating agreement. You'll be so happy you did, later. When you incorporate, you may do this on your own...or you may want an attorney or accountant to help. They will know how to set up an operating agreement, but now that you know the term it's likely you can google a template. There'll be a lot of technical mumbo jumbo in there you probably won't need, but the section headers will guide you in the right direction.

Hi, I've worked with start-ups, SMEs and corporates serving both the public and private sectors. I have 25 years of experience managing projects, programs, operations, engineering and technology-driven change and have served in both leadership and advisory roles internationally. Here are some essential things to think about when prioritising ideas: Why do it? | Does it align with vision, goals & values? | is it the most sensible next step (thinking holistically)? | is there something else with a better ROI | what's the opportunity cost (ie what can't be done if you do this)? | does this help remove critical uncertainties ie reduce risk? | is there an associated health, safety or environmental issue | when does it need to be completed? | will this help build momentum and commitment? | what are the dependencies? | can it be properly resourced? | are there clearly defined, measurable success criteria? | does this have the required level of executive support? | how well does it align with other initiatives? | do all key stakeholders agree on the emergent priorities? Feel free to come back to me with questions. Also, if you have a particular context I can get more specific. Cheers, Trevor

That would depend on what you're trying to accomplish and who you are as a manager and individual. Off the top of my head I can tell you that Podio, Asanna and Basecamp are all popular project management tools. Which one you use really depends on you and the features you want. On a personal level I use Trello which I make work for me. It has the features I want and allows me to display information that seems logical to me. I suggest that you play around with all them and find which one works best for you. If I'm off the mark and you're asking about a specific system I suggest scrum. Although scrum is most talked associated with building agile products I've successfully used it on a wide variety of projects technical and non technical. Hope this helps and best of luck!

I like Harvest both for time-tracking and for invoicing clients. It's simple, which I love.

We use Salesforce for CRM, so we implemented Financial Force PSA. This has been an excellent solution for us, but it definitely requires a lot of customization to represent your business processes (like any holistic solution would).