Mastering the Guide Templates (.5 day)

	Why This Course?
	Learning Objectives
	Audience
	Course Outline and Duration

Why This Course?
This workshop supports supports customers who have licensed THE Guide, our innovative Project Management and Systems Engineering methodology. THE Guide now has over 50 templates, whose purpose is to improve the speed, consistency and quality of project efforts. The templates are in three groups:
• Working Templates provide activity-by-activity support to team members
• Deliverables Templates provide the framework for those who prepare for Milestone Approvals
• Project Templates help plan, track, review results and report status the project.

There are common elements within the three groups. This workshop covers those similarities, plus the highlights of each unique template.

This class is structured as a customizable framework, with the workshop facilitator preparing for the path and phases to be discussed by “plugging in” the templates to cover, selecting which portions should have the major emphasis, and smoothing the content for the intended audience.

Learning Objectives

	Identify the different paths in THE Guide, and the templates available for each.
	Discuss the purpose of the templates, and how they work with other Guide resources; describe the differences between the Deliverable, Working and Project templates.
	Describe the process of navigation, use and tricks of working with the templates.
	For the templates of a specific path and phase, tour, then apply them to document phase work.
	Discuss the roles that should be involved with completing the work reflected in the templates.
	Plan the needed reviews of the phase results, identifying the outputs to review, and the roles of the reviewers.
	Use the phase-end checklist to verify that the most important phase results are complete.

Audience
The target audience for this workshop is business and Information Technology team members who participate in activities of medium or larger projects using THE Guide. Prerequisite: The Guide Overview, either attending in-person or by viewing the PowerPoint version in The Online Guide’s Support folder.

Note
This workshop works especially well when presented by your in-house facilitators. In that delivery mode, it can be presented in several 2-hour sessions, one for each Template you wish to cover. Contact us for more information about our licensing and certification process.

Course Outline (.5 day)
The outline of this workshop closely follows the sequence of the Learning Objectives listed above.