F2. Process Council creating maps and populating your Library - agenda

Ref: 201102251320EC
Last Edited: Febraury 25th, 2011
 Objective To train the Process Council in the basic software skills needed to create process maps and publish to your Process Library
 Takes place  ASAP following the installation of the Triaster Server (unbranded library)

Process Council

 Number of attendees  Around five or six
 Prerequisites  Have attended Project Initiation Workshop
 Preparation checklists to action



 Number of days  2 days
 Location  Client site (can be hosted at Triaster’s offices if required)
 Room set up type  Software training
 Start/finish times, unless otherwise agreed

9:30 – 16:00

(10 minute breaks generally take place at 10:30 and 14:30. Lunch is generally at 12:30 for an hour)

Alternative times can be agreed

 Triaster consultant  Professional Services Consultant
 Other information  The agenda is flexible and can be changed to suit the pace of the delegates or to a preferred running order
Time Agenda item
 Day 1
 11:40-  Welcome & introduction to agenda
   Overview of the Library
   Creating process maps with Process Navigator
   White boarding a basic process - Identifying Activities and Deliverables
   Breaking processes into manageable parts
   Starting Process Navigator for the first time
   Basic skills - Drawing the first basic process (using white board example)
   Drilling down into an existing process
   Adding hyperlinks
   Swim Lanes
   Creating maps independently with assistance from the Triaster consultant
 Day 2
 9:30-  Joining up process maps and Troubleshooting (paper based exercise)
   Creating Higher level summary maps (if required)
   Laying out maps
   Creating maps in Excel
   Export/ import using Excel
   Importing properties from Excel
   Data Replace
   Publishing maps to the process library
   Checking and authorising process
   Creating a group of maps independently joining them together and publishing

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