--- title: Playbook Training --- [![Playbook Logo transparent](https://playbookteam.com/hs-fs/hubfs/Playbook%20Logo%20transparent.png?width=185&name=Playbook%20Logo%20transparent.png "Playbook Logo transparent")](https://www.playbookhq.co/) [![](https://playbookteam.com/hs-fs/hubfs/Playbook_2017/Image/logo-white.png?width=214&name=logo-white.png)](https://www.playbookhq.co/) ** ![knowledge](https://playbookteam.com/hs-fs/hubfs/inspireimages/knowledge.jpg?width=1920&name=knowledge.jpg "knowledge") # Playbook Help ## Search Result [**](https://playbookteam.com/training) Posts containing: ****** ## [Playbook Training & Reference Materials](https://playbookteam.com/training/materials-3.0) [Paul DeLong](https://playbookteam.com/training/author/paul-delong) - 02/9/24 09:00 PM ## Training Training courses are role-based. [Click here for descriptions of the role-based courses](https://playbookteam.com/knowledge/training-role-based-training). [Read More ►](https://playbookteam.com/training/materials-3.0) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://playbookteam.com/training/materials-3.0&title=Playbook%20Training%20&%20Reference%20Materials&summary=Playbook%20training%20manuals%20and%20reference%20materials%20for%20beginners%20and%20power%20users.) - [**](https://www.facebook.com/sharer/sharer.php?u=https://playbookteam.com/training/materials-3.0&title=Playbook%20Training%20&%20Reference%20Materials&picture=https://510348.fs1.hubspotusercontent-na1.net/hubfs/510348/bg-08.jpg&description=Playbook%20training%20manuals%20and%20reference%20materials%20for%20beginners%20and%20power%20users.) - [**](https://twitter.com/intent/tweet?source=https://playbookteam.com/training/materials-3.0&text=Playbook%20Training%20&%20Reference%20Materials%20-%20https://playbookteam.com/training/materials-3.0) ## [Overload Impact Report (OIR)](https://playbookteam.com/training/reports/team.member.two.week.snapshot-1-0) [Paul DeLong](https://playbookteam.com/training/author/paul-delong) - 07/26/21 06:57 PM ## Overview Project Leaders need to have confidence their project timelines can be achieved in the time frame they have allocated and they need to be... [Read More ►](https://playbookteam.com/training/reports/team.member.two.week.snapshot-1-0) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://playbookteam.com/training/reports/team.member.two.week.snapshot-1-0&title=Overload%20Impact%20Report%20(OIR)&summary=Understand%20the%20engagement%20levels%20of%20your%20team.%20When%20daily%20tasks%20are%20up%20to%20date,%20we%20can%20ensure%20the%20efficacy%20and%20accuracy%20of%20all%20flow%20on%20reports.) - [**](https://www.facebook.com/sharer/sharer.php?u=https://playbookteam.com/training/reports/team.member.two.week.snapshot-1-0&title=Overload%20Impact%20Report%20(OIR)&picture=https://f.hubspotusercontent40.net/hubfs/510348/Pauls/Reports%20and%20KPIs/Team%20Member%20Loading/TM%20Loading%20-%20Overview.png&description=Understand%20the%20engagement%20levels%20of%20your%20team.%20When%20daily%20tasks%20are%20up%20to%20date,%20we%20can%20ensure%20the%20efficacy%20and%20accuracy%20of%20all%20flow%20on%20reports.) - [**](https://twitter.com/intent/tweet?source=https://playbookteam.com/training/reports/team.member.two.week.snapshot-1-0&text=Overload%20Impact%20Report%20(OIR)%20-%20https://playbookteam.com/training/reports/team.member.two.week.snapshot-1-0) ## [Portfolio Milestone Table (PMT)](https://playbookteam.com/training/reports/team.member.two.week.snapshot-1) [Paul DeLong](https://playbookteam.com/training/author/paul-delong) - 07/23/21 10:47 PM ## Overview The status of projects needs to be readily available and accurate so managers know which projects are legitimately at risk and need their... [Read More ►](https://playbookteam.com/training/reports/team.member.two.week.snapshot-1) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://playbookteam.com/training/reports/team.member.two.week.snapshot-1&title=Portfolio%20Milestone%20Table%20(PMT)&summary=Understand%20the%20engagement%20levels%20of%20your%20team.%20When%20daily%20tasks%20are%20up%20to%20date,%20we%20can%20ensure%20the%20efficacy%20and%20accuracy%20of%20all%20flow%20on%20reports.) - [**](https://www.facebook.com/sharer/sharer.php?u=https://playbookteam.com/training/reports/team.member.two.week.snapshot-1&title=Portfolio%20Milestone%20Table%20(PMT)&picture=https://f.hubspotusercontent40.net/hubfs/510348/Pauls/PSL%20-%20Overview.png&description=Understand%20the%20engagement%20levels%20of%20your%20team.%20When%20daily%20tasks%20are%20up%20to%20date,%20we%20can%20ensure%20the%20efficacy%20and%20accuracy%20of%20all%20flow%20on%20reports.) - [**](https://twitter.com/intent/tweet?source=https://playbookteam.com/training/reports/team.member.two.week.snapshot-1&text=Portfolio%20Milestone%20Table%20(PMT)%20-%20https://playbookteam.com/training/reports/team.member.two.week.snapshot-1) ## [Dashboard - Key Performance Indicators (KPIs)](https://playbookteam.com/training/kpis) [Paul DeLong](https://playbookteam.com/training/author/paul-delong) - 07/6/21 10:50 PM Get a deeper understanding of Playbook's Key Performance Indicators (KPIs) and what they are used for. KPIs include: project and portfolio health,... [Read More ►](https://playbookteam.com/training/kpis) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://playbookteam.com/training/kpis&title=Dashboard%20-%20Key%20Performance%20Indicators%20(KPIs)&summary=Get%20a%20deeper%20understanding%20of%20Playbook%20reports%20and%20what%20they%20are%20used%20for.%20Reports%20include%20KPIs%20on%20resource%20utilization,%20user%20engagement%20and%20report%20efficacy%20as%20well%20as%20project%20health%20and%20overall%20status%20of%20your%20project%20portfolio.) - [**](https://www.facebook.com/sharer/sharer.php?u=https://playbookteam.com/training/kpis&title=Dashboard%20-%20Key%20Performance%20Indicators%20(KPIs)&picture=https://f.hubspotusercontent40.net/hubfs/510348/High%20Risk%20Milestone%202.png&description=Get%20a%20deeper%20understanding%20of%20Playbook%20reports%20and%20what%20they%20are%20used%20for.%20Reports%20include%20KPIs%20on%20resource%20utilization,%20user%20engagement%20and%20report%20efficacy%20as%20well%20as%20project%20health%20and%20overall%20status%20of%20your%20project%20portfolio.) - [**](https://twitter.com/intent/tweet?source=https://playbookteam.com/training/kpis&text=Dashboard%20-%20Key%20Performance%20Indicators%20(KPIs)%20-%20https://playbookteam.com/training/kpis) ## [Team Engagement Report (TER)](https://playbookteam.com/training/reports/team.member.two.week.snapshot) [Paul DeLong](https://playbookteam.com/training/author/paul-delong) - 06/23/21 08:12 PM ## Overview Ensuring the team, management and project managers update the project plan daily is critical to ensure the efficacy and accuracy of Playbook... [Read More ►](https://playbookteam.com/training/reports/team.member.two.week.snapshot) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://playbookteam.com/training/reports/team.member.two.week.snapshot&title=Team%20Engagement%20Report%20(TER)&summary=Understand%20the%20engagement%20levels%20of%20your%20team.%20When%20daily%20tasks%20are%20up%20to%20date,%20we%20can%20ensure%20the%20efficacy%20and%20accuracy%20of%20all%20flow%20on%20reports.) - [**](https://www.facebook.com/sharer/sharer.php?u=https://playbookteam.com/training/reports/team.member.two.week.snapshot&title=Team%20Engagement%20Report%20(TER)&picture=https://f.hubspotusercontent40.net/hubfs/510348/Pauls/Reports%20and%20KPIs/Team%20Member%20KPIs/TM%20KPI%20-%202%20week%20snapshot%20-%20Overview.png&description=Understand%20the%20engagement%20levels%20of%20your%20team.%20When%20daily%20tasks%20are%20up%20to%20date,%20we%20can%20ensure%20the%20efficacy%20and%20accuracy%20of%20all%20flow%20on%20reports.) - [**](https://twitter.com/intent/tweet?source=https://playbookteam.com/training/reports/team.member.two.week.snapshot&text=Team%20Engagement%20Report%20(TER)%20-%20https://playbookteam.com/training/reports/team.member.two.week.snapshot) ## [Playbook Academy - Online Training](https://playbookteam.com/training/training-materials) [Paul DeLong](https://playbookteam.com/training/author/paul-delong) - 08/17/20 11:15 AM ## Register for Online Training Online training courses are for new users that need to get up to speed on Playbook Methods and Software or for anyone... [Read More ►](https://playbookteam.com/training/training-materials) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://playbookteam.com/training/training-materials&title=Playbook%20Academy%20-%20Online%20Training&summary=Playbook%20user%20guides%20for%20beginners%20and%20power%20users.) - [**](https://www.facebook.com/sharer/sharer.php?u=https://playbookteam.com/training/training-materials&title=Playbook%20Academy%20-%20Online%20Training&picture=https://cdn2.hubspot.net/hubfs/510348/teams_working-1.jpg&description=Playbook%20user%20guides%20for%20beginners%20and%20power%20users.) - [**](https://twitter.com/intent/tweet?source=https://playbookteam.com/training/training-materials&text=Playbook%20Academy%20-%20Online%20Training%20-%20https://playbookteam.com/training/training-materials) ## [Playbook Lean and Agile Principles](https://playbookteam.com/training/lean-product-development) [Paul DeLong](https://playbookteam.com/training/author/paul-delong) - 04/25/19 09:23 PM ## Guides to Lean and Agile Principles  These guides are for anyone wanting to understand Playbook Methods [Read More ►](https://playbookteam.com/training/lean-product-development) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://playbookteam.com/training/lean-product-development&title=Playbook%20Lean%20and%20Agile%20Principles&summary=Playbook%20Methodology%20Training) - [**](https://www.facebook.com/sharer/sharer.php?u=https://playbookteam.com/training/lean-product-development&title=Playbook%20Lean%20and%20Agile%20Principles&picture=https://cdn2.hubspot.net/hubfs/510348/iStock-864217468-2.jpg&description=Playbook%20Methodology%20Training) - [**](https://twitter.com/intent/tweet?source=https://playbookteam.com/training/lean-product-development&text=Playbook%20Lean%20and%20Agile%20Principles%20-%20https://playbookteam.com/training/lean-product-development) Load More Training ![](https://playbookteam.com/hubfs/Playbook_2017/Image/search.png) Connect with us ### Subscribe to training notifications ### Popular Training ### Posts by Author - [Paul DeLong (7)](https://playbookteam.com/training/author/paul-delong) ![Playbook new.png](https://playbookteam.com/hs-fs/hubfs/inspireimages/Playbook%20new.png?width=214&name=Playbook%20new.png "Playbook new.png") **Address** PO Box 18027 Boulder, CO 80308 [303-323-4296](tel:+3033234296) [info@accuer.com](mailto:info@accuer.com) [Lean Project Management](https://www.playbookhq.co/lean-project-management) [Lean Product Development](https://www.playbookhq.co/lean-product-development) [Agile Development](https://www.playbookhq.co/agile-hardware-development) #### Follow Us - [**](https://www.linkedin.com/company/1403698) Copyright © 2026 Accuer, Inc.