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QUESTIONS OR FEEDBACK?: Email Lindsay lindsay@saasacademyadvisors.com
CONTENT INVENTORYCONTENT DESIGN OVERVIEWCONTENT AUDITNEXT STEPS
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TRAINING TITLEPAGE URLCREATE DATELAST UPDATED DATETRAINING FORMATTOPICSPRODUCTSLEARNER PROFILE (PRIMARY)LEARNING OUTCOMES
(Learner will be able to)
METHODOLOGY STAGE LEARNER PAIN POINTSLENGTH (MINUTES)CONTENT QUALITY (1-5)CONTENT CLARITY (1-5)VIEWSCOMPLETION RATEACTION (KEEP / REVISE / DELETE)PRIORITY LEVEL (1-3)ADDITIONAL COMMENTSASSESSOR
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Getting Started with ProjectFlowWebsite Link2/14/2212/15/23WebinarProject Management, ProjectFlow, Task Management, Team Communication, Gantt Charts Goal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to navigate ProjectFlow with confidenceGetting Started- Overwhelm with Platform Navigation
- Complex Task Management
- Lack of Collaboration Skills
- Difficulty with Gantt Charts
- Understanding Product Offerings
- Implementation Apprehension
- Lack of Personalized Guidance
60 minutes54569089%KEEP3Webinar needs to be hosted every week. Should we consider making an on-demand version?CHRIS
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An Introduction to ProjectFlow Framework Website Link4/16/2211/30/23WebinarProject Management FrameworkGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to explain the core concepts of ProjectFlow frameworkGetting Started- Navigating Complexity
- Integration Concerns
- Implementation Challenges
- Implementation Apprehension
- Customization Apprehension
- Lack of Practical Application Knowledge
- Lifecycle Understanding
60 minutes3395475%REVISE3Is this different enough than "Getting Started with ProjectFlow"? Need to revisit activities and the learning outcomeLINDSAY
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Efficiency Unleashed: Navigating ProjectFlow like a ProLMS Link9/18/229/18/22LessonProject management, ProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to navigate ProjectFlow with advanced efficiency, utilizing time-saving tips and techniques.Deep Dive- Overwhelm with the complexity of ProjectFlow navigation.
- Time-consuming navigation, hindering efficient project management.
12 minutes227525%DELETE2Outdated and seems repetitive. I think this is one we can sunset from our inventory. LINDSAY
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Mastering Milestones: A Deep Dive into ProjectFlowLMS Link11/20/2211/20/22LessonProject Management, ProjectFlow, Planning and TrackingGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to will master the effective use of milestones in ProjectFlow, enhancing project planning and tracking.Deep Dive- Difficulty in understanding the significance of milestones in project management.
- Challenges in effectively planning and tracking milestones.
15 minutes4386575%REVISE3Outdated. Showing lots of old product screenshots. LINDSAY
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Developer Fusion: Certified Integration Specialist in ProjectFlowLMS Link12/13/2212/13/22CertificationProjectFlow, IntegrationsGoal Setting, Task Management, To-Dos, Project ManagementDeveloperLearner will be able to earn certification as Integration Specialists, demonstrating expertise in developing and implementing seamless integrations within ProjectFlow.Deep Dive- Uncertainty about the certification process for integration specialists.
- Challenges in showcasing expertise in developing seamless integrations within ProjectFlow.
156 minutes3358370%REVISE3OutdatedCHRIS
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New Features January 2023YouTube Link1/5/231/5/23WebinarProjectFlow ProductsGoal SettingProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
45 minutes344255%DELETE1Should we still have New Feature webinars live that are 6+ months old and outdated?LINDSAY
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Efficient Task Management: A 3-Minute Overview in ProjectFlow LMS Link2/7/238/10/23VideoTask Management, ProjectFlowTask ManagementProject managerLearner will be able to efficiently manage tasks in ProjectFlow, utilizing quick overviews and time-saving techniques.Getting Started- Challenges in efficiently managing tasks within ProjectFlow.
- Lack of time-saving techniques for task management.
3 minutes5520392%KEEP1LINDSAY
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Team Collaboration Made Easy with ProjectFlow LMS Link2/8/2310/19/23VideoTeam Communication, Team Collaboration, Project ManagementGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to find team collaboration easy and effective within ProjectFlow, utilizing tools and features for seamless communication.Getting Started- Struggles with making team collaboration easy and effective.
- Communication issues affecting seamless collaboration.
6 minutes336570%KEEP1LINDSAY
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New Features February 2023YouTube Link2/15/232/15/23WebinarProjectFlow ProductsTask ManagementProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
50 minutes243250%DELETE1Should we still have New Feature webinars live that are 6+ months old and outdated?LINDSAY
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New Features March 2023YouTube Link3/22/233/22/23WebinarProjectFlow Products
Task Management, Project Management
Project managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
30 minutes236334%DELETE1Should we still have New Feature webinars live that are 6+ months old and outdated?LINDSAY
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New Features April 2023YouTube Link4/12/234/12/23WebinarProjectFlow Products
Task Management, Project Management
Project managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
60 minutes2314577%DELETE1Should we still have New Feature webinars live that are 6+ months old and outdated?LINDSAY
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Streamlining Success: ProjectFlow Optimization Strategies LMS Link4/16/239/20/23LessonProject Workflows, Productivity, ProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to learn strategies to optimize project workflows and maximize overall efficiency in ProjectFlow.Deep Dive- Struggles with optimizing project workflows for efficiency.
- Lack of strategies for maximizing success within ProjectFlow.
17 minutes5434268%KEEP1How can we improve completion rate?LINDSAY
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From Onboarding to Expertise: The ProjectFlow Learning Journey LMS Link5/9/2310/10/23LessonProjectFlow, Task Management, Project ManagementGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to progress through a structured learning journey from onboarding to expertise within the ProjectFlow platform.Getting Started- Uncertainty in the onboarding process for new ProjectFlow users.
- Lack of structured guidance for progressing through different skill levels.
10 minutes2298775%KEEP3CHRIS
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Gantt Chart Essentials: A Brief Tutorial in ProjectFlow LMS Link5/11/2310/25/23VideoGantt Chart, ProjectFlowProject ManagementProject managerLearner will be able to understand and create Gantt charts in ProjectFlow, applying them for effective project timeline visualization.Getting Started- Difficulty in understanding and creating Gantt charts.
- Challenges in visualizing project timelines effectively.
4 minutes229989%REVISE1We have more best practices for Gantt charts that we can include in this lesson. LINDSAY
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New Features May 2023YouTube Link5/17/235/17/23WebinarProjectFlow ProductsGoal Setting, To-DosProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
45 minutes4320365%DELETE1Should we still have New Feature webinars live that are 6+ months old and outdated?LINDSAY
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ProjectFlow Power Users Workshop: Tips and Tricks LMS Link5/22/238/24/23LessonProjectFlow, Task Management, Project ManagementGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to become power users, mastering advanced tips and tricks for a more efficient ProjectFlow experience.New Features- Challenges for experienced users in discovering advanced tips and tricks.
- Desire for more efficient ways to use ProjectFlow features.
12 minutes22134589%KEEP3LINDSAY
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Admin Essentials: Managing ProjectFlow for System AdministratorsLMS Link6/6/2311/17/23CourseAdministration tasks, ProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementAdminLearner will be able to effectively manage ProjectFlow as system administrators, mastering essential tasks and best practices.Getting Started- Lack of essential training for system administrators managing ProjectFlow.
- Challenges in effectively administering ProjectFlow.
75 minutes5521355%KEEP3CHRIS
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Collaborative Project Mastery: Your Guide to ProjectFlow Success LMS Link6/7/2311/14/23LessonTeam Collaboration, Team Communication, Team Coordination, Project Management, ProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will become adept at enhancing collaboration within ProjectFlow, improving team communication and coordination.Getting Started- Challenges in fostering effective collaboration within project teams.
- Communication and coordination issues affecting project success.
13 minutes4460077%KEEP1We did a good job keeping this evergreen. CHRIS
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New Features June 2023YouTube Link6/14/236/14/23WebinarProjectFlow ProductsGoal Setting, To-DosProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
50 minutes336570%KEEP2CHRIS
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Team Triumph: Harnessing the Full Potential of ProjectFlow LMS Link6/16/239/7/23LessonTeam Communication, Project ManagementGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to harness the full potential of ProjectFlow for team collaboration, leading to successful project outcomes.Getting Started- Difficulty in optimizing team collaboration within ProjectFlow.
- Challenges in realizing the full potential of ProjectFlow for team success.
14 minutes3295355%REVISE1Rename?CHRIS
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Quick Start Guide: Setting Up Your First Project in ProjectFlow LMS Link7/11/239/6/23VideoProject ManagementProject ManagementProject managerLearner will be able to confidently set up their first project in ProjectFlow, understanding essential parameters and considerations.Getting Started- Overwhelm when setting up the first project in ProjectFlow.
- Lack of clarity on essential parameters and considerations.
5 minutes5414577%KEEP1LINDSAY
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New Features July 2023YouTube Link7/12/237/12/23WebinarProjectFlow ProductsTask ManagementProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
30 minutes237789%KEEP2CHRIS
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Troubleshooting Tips: Common Hurdles, Quick Solutions in ProjectFlow LMS Link7/12/2311/1/23VideoProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to quickly identify and resolve common issues in ProjectFlow, ensuring a smoother user experience.Getting Started- Frustration with common issues in ProjectFlow.
- Lack of quick solutions for common hurdles.
5 minutes4476590%KEEP2LINDSAY
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Beyond Basics: Advanced Features in ProjectFlow LMS Link7/15/2312/6/23LessonProjects, Team Collaboration, Task Management, Project Management, Quarterly ReviewsGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to gain expertise in utilizing advanced features, applying them effectively in complex project scenarios.Deep Dive- Uncertainty and lack of confidence in utilizing advanced features.
- Difficulty in applying advanced tools in complex project scenarios.
9 minutes3334680%REVISE1There are other advanced features we should be highlighting in this video. CHRIS
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Instant Insights: Navigating ProjectFlow Analytics in Minutes LMS Link8/3/238/3/23VideoAnalytics, ProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to quickly navigate ProjectFlow analytics, extracting instant insights for informed decision-making.Getting Started- Overwhelm with navigating analytics features in ProjectFlow.
- Challenges in extracting instant insights for decision-making.
2 minutes5553287%KEEP3LINDSAY
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New Features August 2023YouTube Link8/16/238/16/23WebinarProjectFlow ProductsProject ManagementProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
60 minutes239987%KEEP2LINDSAY
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Power Tips: Boosting Your Productivity with ProjectFlow LMS Link8/24/238/24/23VideoProductivity, Team Communication, ProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to boost their productivity in ProjectFlow, applying advanced tips for maximum efficiency.New Features- Desire for advanced productivity tips in ProjectFlow.
- Challenges in boosting efficiency within the platform.
8 minutes4387675%KEEP2CHRIS
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New Features September 2023YouTube Link9/13/239/13/23WebinarProjectFlow Products
Task Management, Project Management
Project managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
45 minutes2312379%KEEP2LINDSAY
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SalesPro Certification: Mastering ProjectFlow for Sales ExcellenceLMS Link9/15/239/15/23CertificationProjectFlow, Sales Processes, Task ManagementGoal Setting, Task Management, To-Dos, Project ManagementSalesLearner will be able to achieve certification as SalesPros, demonstrating expertise in using ProjectFlow for sales excellence.Deep Dive- Lack of specialized certification for sales professionals in ProjectFlow.
- Challenges in mastering ProjectFlow for sales excellence.
115 minutes5559777%REVISE3OutdatedCHRIS
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ProjectFlow Playbook: Best Practices for Seamless Project Management LMS Link9/21/239/21/23LessonProject ManagementProject managerLearner will be able to acquire best practices for seamless project management within ProjectFlow, ensuring successful projects.Getting Started- Lack of awareness of best practices for seamless project management.
- Struggles with achieving successful projects within ProjectFlow.
11 minutes3256350%REVISE1Outdated and we can make this more engaging to improve completion rate. LINDSAY
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Mobile Productivity: Managing Projects on the Fly with ProjectFlow LMS Link9/25/239/25/23VideoProject Management, ProjectFlowTo-Dos, Project Management, MobileProject managerLearner will be able to efficiently manage projects on mobile devices, ensuring productivity while on the go with ProjectFlow.Getting Started- Difficulty in effectively managing projects on mobile devices.
- Struggles with staying productive while on the go.
8 minutes448779%KEEP2LINDSAY
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Integrating Apps for Seamless Workflows in ProjectFlow LMS Link9/26/239/26/23VideoIntegrationsTo-Dos, Project ManagementAdminLearner will be able to learn to seamlessly integrate third-party apps with ProjectFlow, creating efficient workflows.Getting Started- Challenges in integrating third-party apps with ProjectFlow.
- Difficulty in creating seamless workflows through integrations.
4 minutes4312685%KEEP1LINDSAY
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Success Stories in a Nutshell: Real-world Wins with ProjectFlow LMS Link10/13/2310/13/23VideoProject ManagementGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to gain insights from real-world success stories, learning from practical examples of project management success.Getting Started- Lack of practical examples and success stories for learning.
- Struggles in applying theoretical knowledge to real-world scenarios.
9 minutes2246725%REVISE2More success stories? Revisit how we structure this storytelling and make it so the learner has actionable takeaways. CHRIS
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Project Management Mastery: A Comprehensive Course for Project Managers in ProjectFlowLMS Link10/13/2310/13/23CourseProject Management, ProjectFlow, Task Management, Team Communication, Gantt Charts Goal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to achieve mastery in project management within ProjectFlow, acquiring key skills and techniques.Getting Started- Challenges in achieving mastery in project management within ProjectFlow.
- Lack of comprehensive training for project managers.
87 minutes4487389%KEEP3CHRIS
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New Features October 2023YouTube Link10/18/2310/18/23WebinarProjectFlow ProductsTo-DosProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
50 minutes2313485%KEEP3CHRIS
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AdminOps Expert: Certification for ProjectFlow AdministratorsLMS Link10/26/2310/26/23CertificationProjectFlow, Operations, Project ManagementGoal Setting, Task Management, To-Dos, Project ManagementAdminLearner will be able to earn certification as AdminOps Experts, showcasing proficiency in administering and optimizing ProjectFlow.Deep Dive- Challenges in earning certification as AdminOps Experts.
- Struggles with demonstrating proficiency in administering ProjectFlow.
185 minutes3395365%REVISE3OutdatedCHRIS
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Developing Efficiency: A Developer's Guide to ProjectFlow IntegrationLMS Link11/9/2311/9/23CourseProjectFlow, IntegrationsGoal Setting, Task Management, To-Dos, Project ManagementDeveloperLearner will be able to earn certification as ProjectFlow Managers, showcasing mastery in successful project management.Getting Started- Struggles with developing efficient solutions within ProjectFlow.
- Challenges in integrating and customizing ProjectFlow for developers.
99 minutes5545350%KEEP3CHRIS
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New Features November 2023YouTube Link11/15/2311/15/23WebinarProjectFlow ProductsGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to summarize new features that are being released by ProjectFlow New Features- Information Overload
- Uncertainty about Functionality
- Troubleshooting Hurdles
- Customization Confusion
- Keeping Pace with Industry Changes
30 minutes2310690%KEEP3Time to rethink the format of how we educate customers on new features. Could this be a video that we email to customers rather than have it be a live webinar? Or can we make the webinar more interactive?CHRIS
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ProjectFlow Certification Program: Level Up Your Project Skills LMS Link11/16/2311/16/23CertificationProjectFlow, Task Management, Project ManagementProject ManagementProject managerLearner will be able to achieve certification, demonstrating mastery of key skills essential for successful project management in ProjectFlow.Deep Dive- Uncertainty about the essential skills required for ProjectFlow certification.
- Challenges in demonstrating mastery for successful certification.
167 minutes4554434%REVISE3Completion rate is continuing to decrease. Need to revisit curriculum and activities. LINDSAY
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Sales Navigator: Maximizing ProjectFlow for Sales RepresentativesLMS Link11/16/2311/16/23CourseSales Processes, Sales Optimization, Task ManagementGoal Setting, Task Management, To-DosSalesLearner will be able to maximize ProjectFlow for sales success, applying tailored strategies for sales optimization.Getting Started- Difficulty in maximizing ProjectFlow for sales success.
- Challenges in tailoring strategies for sales optimization.
68 minutes3334575%KEEP2CHRIS
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Certified ProjectFlow Manager (CPFM)LMS Link11/24/2311/24/23CertificationProject Management, ProjectFlowGoal Setting, Task Management, To-Dos, Project ManagementProject managerLearner will be able to earn certification as ProjectFlow Managers, showcasing mastery in successful project management.Deep Dive- Uncertainty about the certification process and required skills.
- Challenges in demonstrating mastery for successful certification.
134 minutes3344334%KEEP3CHRIS
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