Learning Objectives

By the end of this course, students will be able to:

  • 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.

Course curriculum

    1. Welcome 🎉

    2. How This Course Works

    3. Before You Begin

    4. Preliminary Knowledge Check

    1. From Current State to Desired State

    2. Identify Stakeholders and Roles

    3. Choose Your Template Approach

    4. Break the Journey Into Major Stages

    5. ASSIGNMENT: Create Your Project Strategy Outline

    6. Chapter 01 Key Takeaways

    1. Understand the Template Library

    2. How to Outline Your Template Architecture

    3. Add Milestones and Tasks

    4. Task Naming Best Practices

    5. Create a Customer Project Welcome Message

    6. ASSIGNMENT: Create Your First Template Wireframe in GUIDEcx

    7. Chapter 02 Key Takeaways

    1. Responsibility and Ownership

    2. Customer Visibility

    3. Roles and Tags

    4. ASSIGNMENT: Configure Responsibility, Visibility, Roles, and Tags in GUIDEcx

    5. Chapter 03 Key Takeaways

    1. Understand Dependencies

    2. Set Realistic Durations & Estimated Hours

    3. Understand Forecasting and Time to Value

    4. Assignment: Configure Dependencies, Durations, and Estimated Hours

    5. Chapter 04 Key Takeaways

    1. Why Task Instructions Matter

    2. Task Instruction Best Practices

    3. ASSIGNMENT: Write Scalable Task Instructions in GUIDEcx

    4. Chapter 05 Key Takeaways

About this course

  • Free
  • 39 lessons
  • 1 hour of video content