Wrike PMO Training Program - Activity Breakdown
Wrike PMO Training Program - Activity Breakdown
This comprehensive program equips tax professionals with the skills and tools needed to effectively manage projects using Wrike, maximizing efficiency and productivity within your firm.
This comprehensive program equips tax professionals with the skills and tools needed to effectively manage projects using Wrike, maximizing efficiency and productivity within your firm.
Phase 1: Assessment & Setup (Pre-Training)
Phase 1: Assessment & Setup (Pre-Training)
1.Initial Requirements Gathering
Stakeholder interviews gather valuable insights into existing workflows, tax-specific use cases, and identify potential PMO champions.
2.Environment Preparation
The training environment is well-prepared with user accounts, permissions, customized project templates, and tailored tax workflow materials.
Phase 2: Core Training Sessions
Phase 2: Core Training Sessions
1.Basic User Training
This session focuses on Wrike interface navigation, basic task management, time tracking, document attachment, and collaboration features.
2. Advanced User Training
This session explores advanced features, including custom workflows, project templates, resource management, and advanced reporting tools.
Selected users receive specialized training on administrator functions, custom field management, workflow automation setup, and advanced dashboard creation.
Phase 3: Specialized Workshops
Phase 3: Specialized Workshops
Tax-Specific Use Case Workshops
Tax return workflow management
Advisory project tracking
Client communication integration
Deadline management and notifications
2.Project Management Best Practices
PMO methodology alignment
Resource allocation techniques
Risk management in Wrike
Quality control processes
Phase 4: Implementation Support
Phase 4: Implementation Support
Hands-on Practice Sessions
Supervised practice sessions provide practical experience, real project setup assistance, template creation workshops, and Q&A opportunities.
Documentation & Resources
Comprehensive documentation, including custom user guides, video tutorials, quick reference cards, and standard operating procedures, provide ongoing support.
Phase 5:
Post-Implementation
Phase 5:
Post-Implementation
Weekly check-ins, issue resolution sessions, performance monitoring, and usage analytics review ensure a smooth transition and ongoing success.
A 30-day review, optimization workshops, feature training, and success evaluation ensure continuous improvement, enhancing overall implementation.
Additional Considerations
Additional Considerations
Comprehensive materials, including training manuals, session recordings, workbooks, and assessment tools, enhance the learning experience.
Technical setup, including training room arrangements, hardware verification, software installation, and network connectivity.
Dedicated support hotline, monthly refresher sessions, advanced feature workshops, and custom integration training.
Communication plan development, resistance management strategies, adoption monitoring, and success story documentation.
