Cartographer Course: Template Building

The Cartographer Course guides you through the template building process in GUIDEcx. Learn how to build a map for your customer to follow!

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Learning Objectives

Demonstrate the ability to create a template in GUIDEcx including:
- Milestone and task creation.
- Tagging and bulk editing tasks.
- Personalizing the customer experience using merge tags.
- Setting task dependencies and durations to tailor when GUIDEcx sends out emails.
- Writing effective task instructions.
- Setting estimated hours.
Explain the value of the experience overview.
Demonstrate the ability to Iterate on their own templates based on the customer’s experience.

1. What is a Cartographer?
2. Preliminary Knowledge Check
1. Identifying Milestones and Tasks in Your Onboarding Process
1. Creating New and Updating Existing Templates in GUIDEcx
2. Task Naming Best Practices
3. Introducing Your Project With The Experience Overview
4. Assignment: Creating your Template
1. Mapping Responsible Parties and Visibility
2. The Bulk Edit Tool
3. Assignment: Set Visibility of Tasks and Add Functions or Tags
1. Automating Your Plan and Calculating Template's Time to Value
2. Assignment: Set Task Dependencies, Estimated Hours, and Durations
1. Writing Task Instructions using the PACT Method
2. Assignment: Add Task Instructions
1. Using GUIDEcx’s Reports to Iterate on Your Template Design
2. How to Perform a Dry Run
3. Assignment: Perform a Dry Run
1. Learning Reflection
2. Congrats! Here's What's Next