Course curriculum

  1. 1

    • Documenting Client Interactions

    • Causes of Inadequate Documentation

    • Professional Services Automation (PSA) Tools

    • Documentation Strategy

    • Documentation Maintenance

    • Conclusion
  2. 2

    • Session 1: SMART Worksheet

    • Creating a Culture of Documentation Session 1 Recording

    • Creating a Culture of Documentation Session 1 Slide Deck (Aug. 24)

    • Session 2: Documentation Map

    • 1B Service Types and Sub-types - w-Budget Hours

    • Creating a Culture of Documentation Session 2 Slide Deck

    • Creating a Culture of Documentation Session 2 Recording

    • Session 3: Technical Documentation Template

    • Process Documentation Template

    • Creating a Culture of Documentation Session 3 Slide Deck

    • Creating a Culture of Documentation Session 3 Recording

    • Session 4: Creating a Culture of Documentation Slide Deck

    • Creating a Culture of Documentation Session 4 Recording

    • Session 5: Creating a Culture of Documentation Slide Deck 5

    • Creating a Culture of Documentation - Session 5 Recording

    • Best Practice Tips for Good Documentation