Trello is a task and project management tool that s comprised of Boards, Lists, and Cards.

Transcription

1

2

3

4 Trello is a task and project management tool that s comprised of Boards, Lists, and Cards.

5 Board A board represents a project and place to keep track of your project information. It s where you collaborate with your team.

6 Lists Lists keep the board organized. They can be used to categorize and represent different phases, workflows, and processes of a project.

7 Cards Cards are added to lists and represent tasks and ideas. You can think of them as post it notes.

8 Back of the card

9

10

11

12

13

14 1. Pipeline This list contains courses that we know are upcoming or should be upcoming. 2. Analysis We will move them into the Analysis phase once we're ready to start The working L&D Manager on the will course move development. a card from Pipeline to Analysis when our workload 3. Design and priority list allow us to do so. Once a card is moved to Analysis, Once a course Lead Designer objectives will are be approved, assigned. the In this course phase, moves a Lead into SME the is Design identified phase. 4. and Alpha It is course during Development objectives this phase are that developed. a design plan Once and the storyboard course is objectives created. This are is Once when approved approved we are by the in by the L&D trenches L&D Manager, Manager, building the a course the course. then can moves (Captivate from files, into Design. screen to 5. Alpha L&D recordings, Team Development. QAfacilitator guides, etc.) Once the course has been built and loaded in the LMS, it's now time for the L&D 6. L&D Team Manager to QA the QA course. Assign the course to the Design Team and Once the Technical the Design Writer. team Send has QA'ed them an the course requesting and made feedback changes, with assign a return the course 7. deadline. Beta to Development the Make L&D necessary manager adjustments. for final review. (Use the QA template doc in J: Once Training: the Templates) course has been proofed internally, it's now ready for BETA Development 8. Launch - we send the course out to the client(s) for review. Once the course has been reviewed by the client(s) and their suggestions 9. Evaluation have been taken into consideration, the course is now ready This to is be where Launched. our launched Please include courses the will HR sit. SVP Sometimes in all course we launches. will need to If the make course adjustments is for Sales to & courses Service, - include those will the be Director made and of Lending then moved and to Operations the Re-Launch SVP as well. column. Once a course is launched and documented on the Trello card, it can be moved into Evaluation.

15 Pros & Cons Pros Ideal for teams physically separated and in different time zones Unified communication and coordination platform Provides history of all activity Easy to learn and use Free! Lots of functionality & accessibility at no cost Real-time team interaction Notifications Public (team) and Private board options Availability (phone, tablet, pc) Cons Only 1 free Power-Up allowed per board Integrating advanced project tracking tools requires Power-Ups Gantt charts Burn down charts Other advanced functionality requires Power- Ups, which drive up the cost Power-Ups may not be worth the extra cost Cannot generate reports for project statuses (without using Power-Ups)

16 RESOURCES Welcome Board Welcome to Trello (Taco from Trello ) trello.com/guide trello.com/inspiration trello.com/inspiringboards trello.com/b/qtjsvkof/the-ultimate-board-of-trello-tips-tricks blog.trello.com YouTube Google