February 2023
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      1. Playbook Knowledge Center
      2. Release Notes
      3. February 2023

      Training | Role-based Courses

      Training courses, required and optional, are now based on the user's role as designated by the Admin. Click here to see administration details.

      1. There are six new standard courses. Click here for details.
        1. (Level 1) Playbook for Read-Only Users
        2. (Level 2) Playbook for Casual Team Members
        3. (Level 3) Playbook for Core Team Members
        4. (Level 4) Playbook for Summary Owners
        5. (Level 5) Playbook for Project Leaders
        6. Playbook for Managers


      2. There are also four new courses to advance to a higher level. These should be taken only after the required standard course has been completed as they are incremental in nature. For example, if you have completed the "Playbook for Casual Team Members" course and you want to advance to the Summary Owner level, you have to complete the "Advance to Core Team Member" course first before starting the "Advance to Summary Owner" course. 
        1. (Level 1⭢2) Advance to Casual Team Member 
        2. (Level 2⭢3) Advance to Core Team Member
        3. (Level 3⭢4) Advance to Summary Owner
        4. (Level 4⭢5) Advance to Project Leader
      3. The following table provides a description of each role, its responsibilities, and topics covered in the standard course.

      Read-Only Users

      (New Course)

      Playbook Role & Responsibilities

      •  Tasks are created and assigned to them for clearer visibility and resource loading
      • Someone else updates their tasks in Playbook daily
      • Attend team huddles as requested
      • Attend team Rolling Wave Planning meetings as requested

      Course Topics

      • Introduction to Playbook
      • Read-Only User Role & Responsibilities
      • Playbook Interface
      • Playbook Ceremonies
      • Benefits of Playbook

      Casual Team Members

      (Supersedes "Fundamentals of Playbook - Fast Track")

       

      Playbook Role & Responsibilities

      • Tasks are typically created and assigned to them
      • Update their tasks in Playbook daily
      • Attend team huddles as requested
      • Attend team Rolling Wave Planning meetings as requested
      		 Course Topics
      • Playbook Roles & Responsibilities 
      • Playbook Terminology
      • Playbook Interface
      • Basic Operations
      • Playbook Ceremonies
      • Benefits of Playbook

      Core Team Members

      (New Course)

      Playbook Role & Responsibilities

      • Update their tasks in Playbook daily
      • Typically create and manage a few tasks at a time
      • Attend decentralized planning meetings
      • Attend team huddles
      • Attend Rolling Wave Planning meetings

      Course Topics

      • Playbook Roles & Responsibilities
      • Playbook's Nontraditional Principles (Playbook Methods)
      • Working Knowledge of Playbook Software
      • Playbook Ceremonies
      •  Overview of Buffer Charts & Resource Loading
      • Benefits of Playbook

      Summary Owners

      (New Course, combines "Fundamentals of Playbook - Fast Track" and "Playbook for Power Users")

      Playbook Role & Responsibilities

      • Update their tasks in Playbook daily
      • Designated as an owner of one or more summary tasks
      • Owners are ‘Mini-Project Leader’ of their summary tasks
      • Lead team huddles and decentralized planning meetings as needed
      • Update their summary tasks in advance of Rolling Wave Planning meetings
      • Assess loading of the resources they utilize and bring overloads to Project Leader’s attention

      Course Topics

      • Playbook Roles & Responsibilities 
      • Playbook's Nontraditional Principles (Playbook Methods)
      • Working Knowledge of Playbook Software
      • Detailed Overview of Playbook Ceremonies
      • Team Huddles
      • Rolling Wave Planning
      • Playbook Productivity Tools 
      • Overview of Buffer Charts & Resource Loading
      • Benefits of Playbook

      Project Leaders

      (Combines "Fundamentals of Playbook - Fast Track", "Playbook for Power Users" and "Fundamentals of Buffers")

      Playbook Role & Responsibilities

      • Manage the plan structure and the integration between different workstreams
      • Owner of Major Milestones and buffers
      • Manage trade-offs across disciplines and workstreams to minimize delays and get the best value for the customer
      • Monitor threats to critical chain, impacts to buffers, & captures impact reasons
      • Lead Rolling Wave Planning meetings
      • Manage resource loading to ensure timelines are reasonable and resources are not overloaded
      • Manage reports & buffer charts - provides updates to stakeholders

      Course Topics

      • Playbook Roles & Responsibilities 
      • Playbook's Nontraditional Principles (Playbook Methods)
      • Working Knowledge of Playbook Software
      • Overview of Playbook Ceremonies
      • Team Huddles
      • Rolling Wave Planning
      • Playbook Productivity Tools 
      • Fundamentals of Buffers & Buffer Charts
      • Benefits of Playbook

      Managers

      (New Course)

      Playbook Role & Responsibilities

      •  Lead the organizational change to Playbook Methods by demonstrating in-depth knowledge and by demonstrating their adaptability to the new way of working
      • Skills such as assessing team health, removing organizational impediments, making room for failure, and being able to coach are key (especially for teams and individuals new to Playbook Methods)
      • Define the mission and vision for teams, recruit talent, and help them achieve their highest potential

       Course Topics

      • Playbook Roles & Responsibilities 
      • Playbook's Nontraditional Principles (Playbook Methods)
      • Playbook Terms
      • Overview of Playbook Software
      • Playbook Ceremonies
      • Overview of Buffer Charts & Resource Loading
      • Benefits of Playbook
      1. Need a hand with anything? Contact a Customer Success Engineer today!