PM Training Template

Part 1 - Company Overview - Policies, Setup, History, Mission, Vision

WEEK 1 - Day 1:

1. Get access from the HR team to the required folders/doc from GDrive and Wiki - (0.5 hours)

   • WORK (PUBLIC) folder will be shared by HR and other necessary docs.
   • Wiki to be shared by HR

2. Setting Up Your PC - (0.5 hour)

   • Setting-up & Maintaining Your PC: http://goo.gl/Rh0t3H (Section 5.3 of the Employee Handbook)
   • G-suite self learning: https://gsuite.google.co.in/intl/en_in/training/

3. Read Axioned Employee Handbook - (1 hour)

   • Axioned Employee Handbook - https://goo.gl/hGxCZv

4. Services & Capabilities (1 hour)

   • Axioned Creds Deck - http://bit.ly/3ckO32u

5. Communication Guidelines (1.5 hour)

   • Do’s and Don’t for a PM- https://bit.ly/3doCkz8
   • Axioned_COMMUNICATION GUIDELINES - https://tinyurl.com/y8z7agod
   • Client Call Prep- https://docs.google.com/document/d/1yiK3YMJ9-rribaF8a2YME2Bo4W5UtNhZ78td56ZfykQ/edit
   • Shortcuts to all required links/docs- https://tinyurl.com/y8uucfzf
   • Email Template References- https://tinyurl.com/yayjx8n3 (some specific email ref links below also found in same folder)
   • Axioned_ASKING FOR CLIENT SERVER & GITHUB DETAILS - https://goo.gl/dHnJpu
   • Axioned_PSD INSPECTION - https://goo.gl/O0J61o
   • Axioned_MEETING NOTES_Oct 7th 2016 - https://bit.ly/3lJEVZF
   • Axioned_ISSUE MANAGEMENT - https://goo.gl/gyB8i3
   • Axioned_RESPONSE IN DISTRESS - https://goo.gl/WqhuA5
   • Axioned_CALL SCRIPTS - https://goo.gl/3bgGnX
   • Daily Priorities on Slack channel (Pm Hr Ls) - Put daily priorities in morning and EOD updates against priorities

6. Further PM related educational documents can be found here- https://drive.google.com/drive/u/0/folders/0B0uluI-PFjqhY0xDY3RpbFNqSFE

7. Axioned_PROJECT FOLDER STRUCTURE - (0.5 hour)

   • Axioned_PROJECT FOLDER STRUCTURE - http://goo.gl/VRv1k7

8. Axioned_HL EXECUTION WORKFLOW - (1 hour)

   • https://goo.gl/stK4vv

Daily Update Email

1. Send a daily update email with what you accomplished today.
2. Tweak the shared template, make it your own.
3. Copy your buddy in that mail and CC [email protected].

Buddy sign-off - (0.5 hours)

Part 2 - Know Your Department:

WEEK 1 - Day 2:

1. How to Work with Me (0.5 hours)

   • How to Work with Me - https://goo.gl/CyuU8L

2. Axioned_Inbox Management - (0.5 hours)

   • 10 Google Workspace tips to optimize your inbox. https://support.google.com/a/users/answer/9282734?hl=en
   • Important! Keep your inbox clean with automated labels and filters
   • Remaining 9 points are helpful too
   • Note: Google/Youtube video could be more helpful to learn/understand it more briefly.
   • Steps to Organize your inbox: https://support.google.com/a/users/answer/9260550?hl=en

3. Axioned_BALLPARK ESTIMATE - (1.5 hours)

   • Axioned_BALLPARK ESTIMATE Sheet - https://docs.google.com/spreadsheets/d/1GPOzZhMhCU9RNRoCkXo5nOfDId8rXe2RETVY34jNa1Q/edit#gid=2026694953

4. Axioned_Templates_SOW/Agreements/Terms - (2.5 hours)

   • Sample Agreements: http://bit.ly/2TAsErc. Agreement Types Included:
   • The Economist Group (TEG) Standard Agreement
   • Axioned SOW_New Clients
   • Project Brief
   • Maintenance/Enhancement Agreements
   • If unsure which template to follow- See this guideline doc -https://bit.ly/3hUhcUn

Practical #1 - (1.5 hours)

• Fill Out the HTWwM document for yourself.
• Here’s the designs - https://goo.gl/CTOsRy
• Prepare the Estimate.
• Make a Project Brief by using Proposal template.
• Send a formal mail to your buddy and CC [email protected] and mention all the details within the mail with the a) estimate b) timeline/schedule c) question if you have any.
• Logged your hours yet?

Buddy sign-off - (0.5 hours)- If you have not been asked to shadow any PM yet, please ask your buddy about it.

WEEK 1 - Day 3:

More Good to Know(s)!

1. Axioned_[PROJECT NAME]_DESIGN/UX Q&A - (1 hour)

   • Axioned_[PROJECT NAME]_DESIGN/UX Q&A - https://goo.gl/20p6iX

2. INVISION - (2 hours)

   • What is InVision?
   • InVision - https://goo.gl/I8KTmD

3. SEO PAGE STRUCTURE (1.25 hours)

   • Introduction of SEO - https://goo.gl/bxVrQP
   • SEO PAGE STRUCTURE - https://goo.gl/ruzfGR

4. Project Group Email ID Setup (0.5 hours)

   • Project Group Email ID Setup - https://goo.gl/veWPrK
   • Feedback Process Document (0.5 hours) https://docs.google.com/document/d/1gkzCipvBiEkBoecadu3z9qL75P5ur5A9PxlNhpwQebM/edit

5. Estimation Process- (0.5 hours)

   • https://docs.google.com/document/d/1_8AFEFbT6W_Y_h7WW5CRIx0n_tQvK2X6AHCzbFV3w8A/edit

6. Website Guidelines (0.5 hours)

   • https://docs.google.com/spreadsheets/u/1/d/1ERXbjUf1c7Bhbkx2PvZ5gh1Y1QtpH_vkaW8eDJZDTtk/edit#gid=0

7. Kick off call Guidelines (0.5 hours)

   • https://docs.google.com/document/d/1bUgtgkA5UxRI5OiU38W2Qe2R_L1lCSzTw-XgfLCjF5M/edit#

8. Project Management Framework (0.75 hours)

   • https://docs.google.com/document/d/1cuUr6FPzpUtnzkclVeBykXMjwB70_aVsQb7RU7TvJRY/edit

9. SBAR Document

   • Template: https://bit.ly/2SVMiDX
   • Eg:SBAR Document: https://bit.ly/3ACD7Jv

WBS - (1 hour)

• What is WBS?
• Purpose of WBS? - https://goo.gl/z8N55C
• WBS - http://bit.ly/2Tmxp9U

Practical #2 - (2 hours)

• Review the designs - https://goo.gl/42oz45
• Make a ballpark estimate for the Landing page with the help of design.
• Make a SOW by using the template.
• Draft an email and send it to your buddy and CC [email protected] and mention all the details within the mail with the a) estimate b) timeline/schedule c) question/assumption if you have any.
• Assume that you are sending this mail to the client.
• Tip: Your mail should be well formatted.
• Create a WBS
• Note: Once your practical is over, please inform your buddy via slack channel.

Practical #3 - (3 hours)

• Establish a ballpark estimate for a Static one-page website. (2 hours)
• Establish a ballpark estimate for CMS (preferred CMS - WordPress) - homepage of the given website. (2 hours)
• Here’s the designs - https://goo.gl/3NzIKU
• Note: Once your practical is over, please inform your buddy via slack channel.

Buddy sign-off - (0.5 hours)

WEEK 1 - Day 4:

Readings for the day!

• Evaluate/Review/Understand the use of Plug-in. Its purpose and why to use it? - (3.5 hours)
• All in One SEO - https://wordpress.org/plugins/all-in-one-seo-pack/
• WP Security - https://wordpress.org/plugins/all-in-one-wp-security-and-firewall/
• iThemes Security - https://wordpress.org/plugins/better-wp-security/
• Simple History - https://wordpress.org/plugins/simple-history/
• Advanced custom field - https://wordpress.org/plugins/advanced-custom-fields/
• Advanced custom field pro - https://www.advancedcustomfields.com/pro/
• Disqus plugin - https://wordpress.org/plugins/disqus-comment-system/
• Contact Form 7 - https://wordpress.org/plugins/contact-form-7/
• Menu image - https://wordpress.org/plugins/menu-image/
• Category Order and Taxonomy Terms Order - https://wordpress.org/plugins/taxonomy-terms-order/
• ACF Enhanced Message Field - https://wordpress.org/plugins/acf-enhanced-message-field/
• WP Smush - Image Optimization - https://wordpress.org/plugins/wp-smushit/

Practical #4 - (2 hours)

• Visit this website https://www.flipkart.com/?affid=apbsoluti Name all the functionalities that are present. (screenshots can be helpful for references. If you want you can take a screenshot of that functionality and place in the doc to show the functionality, by all means!)
• Create a doc and write all the functionality.
• Note: Once your practical is over, please inform your buddy via the slack channel.

Shadow PM- (1.5 Hours)

Buddy Sign off - (0.5 hour)

WEEK 1 - Day 5 (You’ve made, Great Progress!):

Few more Good Reads!

1. Retrospective (1 hour)

   • Retrospective Guidelines - https://goo.gl/gtDMfp
   • References: https://goo.gl/aHijqW and https://goo.gl/se7F3R

2. Content Population Tips (0.5 Hours)

   • https://tinyurl.com/y82pp43t

3. Google Analytics (1 hour)

   • Google Analytics - https://goo.gl/cLya4d
   • Google Search Console - https://goo.gl/HUU9An
   • Google Tag Manager - https://goo.gl/cLya4d, https://support.google.com/tagmanager/answer/6102821?hl=en, https://marketingplatform.google.com/about/tag-manager/

4. Escalation Guidelines (0.5 hours)

   • Escalation Guidelines - https://goo.gl/grJ9kv

5. Axioned’s Creative Process (1 hour): http://bit.ly/2SiLyV9

6. The producer playbook (0.5 hour): http://bit.ly/2I4rilk

Practical #6 - (3 hours):

• Review the inputs added here: http://bit.ly/2PF6FR4
• Tech-Stack Expectations (static website): React/Gatsby Contentful HTML/CSS/JS
• Based on the above, prepare Estimate & Proposal:
• Note: Once your practical is over, please inform your buddy via the slack channel.

Shadow PM - (1.5 hour)

Buddy sign-off - (0.5 hour)

WEEK 1 - Day 6 (This is the end to a NEW Beginning):

• What are multilingual websites (0.5 hours):
• Research on best ways to manage multilingual site projects. PS: your next practical depends on it! Few Reads to get you started on the definition: https://www.w3.org/International/questions/qa-international-multilingual
• Some tips on content population

Practical #7 - (3 hours)

• Review https://unops.economist.com/
• Certain blogs/articles on UNOPS are multilingual. Can you:
• Create a ballpark estimate
• Prepare a sample content matrix for efficient project management.
• Prepare a Proposal and WBS

Practical #8 - (2 hours)

• Review this website -https://www.eurofinance.com/
• Prepare a maintenance agreement for this site.

Shadow PM - (1 hour)

Practical #9 - (0.5 hour)

• Draft and share an email (internally) a weekly progress update for the all the projects you have been shadowing

Buddy sign-off - (1 hour)

Appendix:

• Important references (One Stop Document to all Template) Axioned Project Management : Templates
• Shadowing on project for 2 - 4 weeks
• In Google Drive, Seach folder “ED. MATERIALS: PROJECT & PRODUCT MANAGERS (Work/Public)”