This document/walkthrough (linked above) includes:
- What is the purpose of a Project plan / why do we send these monthly to the client?
- When can TL’s expect to be prompted by you to get these started each month?
- What does it mean to go in and “clean up” tasks in TW to prepare for pp’s (marking off things that are completed, bumping back due dates if needed, checking in with team members to see what the status is of over due tasks
- What are highlights – how to come up with those?
- Where to add them and by when
- Brief details about the rest of the process that TL’s aren’t involved in so they can understand the full picture of the process
- Getting their mentor to approve their highlights
- How to copy/paste those over once approved
- How to save the file as a pdf
- How to send in email format to the client