Project Plan Training Plan
Purpose (Why): To know how to setup and use a new project plan in Paratext.
Learning Objectives (What):
1. The participants will know how to create a project plan from a base plan.
2. The participants will know how to modify a project plan
3. The participants will know how to configure task settings
4. The participants will know how to assign automatic checks to stages
5. The participants will know how to assign tasks and checks to team members.
6. The participants will know how to mark individual tasks as completed.
7. The participants will know how to generate reports.
Learning Tasks (How):
Paratext Project Plan Powerpoint
Connection:
Introduction (slide 1-4)
● Discuss why people are resisting the use of the project plan.
● Discuss the benefits of using the project plan.
● Review learning objectives
● Discuss Project Plan Overview
Ref:
PPA 5.1 Introduction to Project Plans for Administrators
Content:
Project Plan - Prerequisites (slide 5-8)
● Review first things to consider
● Review basic inventories
● If you need to replace an old plan with a new plan, you will need to save a copy of your existing progress, so that you add the information to the new plan. Here are the instructions. Then you will need to delete your existing plan.
Ref:
P8TC 1A.7.1 Punctuation Inventory
Project Plan – Setting up a plan (slide 9-34)
● Setting project scope
● Creating a project plan
Ref:
PPA5.2 Selecting and Applying Base Plans
● Modifying a project plan
Ref:
● Configuring task settings
Ref:
PPA 5.3.5 Verifying the Settings
● Assigning checks to stages
Ref:
PPA 5.3.6 Assigning Automatic Checks to Stages
● Marking Progress to date
Ref:
Project Plan – Using the Plan (Slides 37-47)
What do we do next?
Are we there yet?
● Assigning tasks to the team
Ref:
PPA 5.4 Assigning tasks to team members
● Marking tasks as completed
Ref:
PPA 5.4.4 Marking Tasks as Complete
Project Plan – View Progress (Slides 48-51)
● Team progress report
● Project health report
Challenge
Your Turn (Slide 35-36, 55)
Notes (Slide 52-54)
Changes
Project Plan Setup Summary, (Slide 56-59)