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
2. Assignment: Build Process Outline
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