Sample Training Syllabus

For BrightWork 365 versions older than v1.6 see Prior Release Training Guides.

This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings. This sample content can be adjusted by the BrightWork Champion along with the Customer Success Partner to ensure proper tracking with the customer’s custom solution.

We recommend working through the roles in the order presented, starting with the BrightWork Champion role to setup the necessary app elements for further use by the other roles.


1-BrightWork Champion

Approximately 2 hours

BrightWork 365 Overview

Portfolios & Programs

Requests

Starter Project Templates

Work Reports (My Work, Tasks, Issues, Risks)

Interface

Power BI Reports

Customization


Open Forum Q&A

2-Project Manager

Approximately 2 hours

BrightWork 365 Overview

Portfolios & Programs

Requests

Starter Project Templates

Work Reports (My Work, Tasks, Issues, Risks)

Interface

Power BI Reports


Open Forum Q&A

3-Team Member

Approximately 1 hour

Training Topics


Open Forum Q&A

4-Senior Executive

Approximately 1 hour

BrightWork 365 Overview

Requests

Interface

Power BI Reports


Open Forum Q&A