Training

Online training courses are a great way for new users to get up to speed on Playbook Methods and software or for anyone just needing a refresher and, best of all, they are absolutely free!

Ready to get started? Click here to enroll!

Exercises

Basic User (Everyone)

• Exercise 1 - Let's Get Started
• Exercise 2 - Create & Manage Project Plans
• Exercise 3 - Determining the Critical Path Accurately
• Exercise 4 - Task Fundamentals
• Exercise 5 - Queued Tasks, Loading & Pull
• Exercise 6 - Multitasking Causes Delays
• Exercise 7 - Time Off & Ongoing Tasks
• Exercise 8 - Closing Out the Day | Preparing for Tomorrow's Huddle
• Exercise 9 - Meeting & Shared Tasks
• Tutorial 10 - Notifications & Task Acceptance
  
  

Power Users (Project Leaders & Summary Task Owners)

• Exercise 11 - Game Plan Filters etc.
• Exercise 12 - Selection Techniques
• Exercise 13 - Copy/Paste
• Exercise 14 - Copy/Paste across Projects
• Exercise 15 - Filter Predecessors or Successors
• Exercise 16 - Preparing the Huddle View for Maximum Efficiency
• Exercise 17 - Creating & Configuring a Typical Buffer
• Exercise 18 - Creating & Configuring a Buffer with a Predefined Due Date
• Exercise 19 - Creating & Configuring a Buffer to Start After a Previous Buffer

Reference Materials

• Playbook Icons
  Lists and describes all icons in Playbook.
• Daily Huddle Workflow 
  A standard workflow the team can follow to conduct effective huddles in 15 min or less.
• Playbook Keys to Success - Overview
  An overview of the three key operational steps needed to ensure long-term success.
• Playbook Keys to Success - How-to Guidelines
  Step-by-step guidelines that explain how to implement the three key operational steps.

Report Templates

Download Playbook report templates.

Buffer Chart

Buffer Charts help project teams answer the question, “How likely is it that we'll complete our project on time?”

Buffer Charts plot the movement of a milestone relative to a buffer and indicate the current level of schedule risk to the project team every day!

To learn more about buffers and buffer charts, enroll in the Fundamentals of Buffers course on Playbook Academy.

In addition to the embedded buffer charts in Playbook which do not require any external files, they are also available in Power BI and Excel formats.

Power BI Template (Updated 18-Aug-2022)
Excel Template (Updated 10-Nov-2022)

Need a hand? Contact us at Training Support.