Role-based Training

The following table describes the purpose of each role-based course and the topics covered.

1. Playbook Roles include a level designation (Level 1, 2, etc.). 
   
2. Since a user's level of required training is based on their role, select the role that best describes how the user will interact with Playbook. For example, if Joe is a manager but will use Playbook as a Summary Owner, then his role should be designated as a (Level 4) Summary Owner, not as a Manager. The table below provides a description of each role, its responsibilities, and the topics covered.
   
   

   (Level 1) Read-Only Users	Playbook Role & Responsibilities Tasks are created and assigned to them for clearer visibility and resource loading Someone else updates their tasks in Playbook Only attend team huddles as requested Only attend team Rolling Wave Planning meetings as requested	Course Topics Introduction to Playbook Read-Only User Role & Responsibilities Playbook Interface Playbook Ceremonies Benefits of Playbook
   (Level 2 ) Casual Users	Playbook Role & Responsibilities Tasks are typically created and assigned to them Update their tasks in Playbook, daily Only attend team huddles as requested Only attend team Rolling Wave Planning meetings as requested	Course Topics Casual User Role & Responsibilities  Playbook Terminology Playbook Interface Basic Operations Playbook Ceremonies Benefits of Playbook
   (Level 3) Core Team Members (Most users)	Playbook Role & Responsibilities Update their tasks in Playbook, daily Often create and manage a few tasks at a time Regularly attend decentralized planning meetings Regularly attend team huddles Regularly attend Rolling Wave Planning meetings	Course Topics Core Team Member Role & Responsibilities Playbook Methodology  Working Knowledge of Playbook Software Playbook Ceremonies Overview of Buffer Charts & Resource Loading Benefits of Playbook
   (Level 4) Summary Owners	Playbook Role & Responsibilities Update their tasks in Playbook, daily Designated as an owner of one or more summary tasks Acting as ‘Project Leader’ for their summary tasks Lead team huddles and decentralized planning meetings as needed Update their summary tasks in advance of Rolling Wave Planning meetings Assess the loading of the resources they utilize in their summary tasks and bring potential overloads to the Project Leader’s attention	Course Topics Summary Owner Roles & Responsibilities  Playbook Methodology Working Knowledge of Playbook Software Playbook Ceremonies Team Huddles Rolling Wave Planning Playbook Productivity Tools  Overview of Buffer Charts & Resource Loading Benefits of Playbook
   (Level 5) Project Leaders	Playbook Role & Responsibilities Manage the plan structure and the integration between different workstreams Owner of Major Milestones and Buffers Manage trade-offs across disciplines and workstreams to minimize delays and get the best value for the customer Monitor threats to critical chain, impacts to buffers, & capture impact reasons Lead Rolling Wave Planning meetings Manage resource loading to ensure timelines are reasonable and resources are not overloaded Manage reports & buffer charts - provide updates to stakeholders	Course Topics Project Leader Role & Responsibilities  Playbook Methodology Working Knowledge of Playbook Software Playbook Ceremonies Team Huddles Rolling Wave Planning Playbook Productivity Tools  Fundamentals of Buffers & Buffer Charts Benefits of Playbook
   Managers	Playbook Role & Responsibilities Lead the organizational change to effectively use Playbook Methods by demonstrating in-depth knowledge and by demonstrating adaptability to the new way of working Skills such as assessing team health, removing organizational impediments, making room for failure, and being able to coach are key (especially for teams and individuals new to Playbook methodology) Define the mission and vision for teams, recruit talent, and help them achieve their highest potential	Course Topics Manager Role & Responsibilities  Playbook Methodology Playbook Terminology Overview of Playbook Software Playbook Ceremonies Overview of Buffer Charts & Resource Loading Benefits of Playbook

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