---
title: Playbook Training | Paul DeLong
description: "Customer Success Manager<br><br>

Paul is the “the best part of training,” according to Playbook's clients. Paul hones his lean and agile skills mountain biking where no man has gone before!"
---

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# Playbook Help

## Search Result

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### Paul DeLong

 Customer Success Manager

 Paul is the “the best part of training,” according to Playbook's clients. Paul hones his lean and agile skills mountain biking where no man has gone before!

### Recent Posts

## [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.)
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- [**](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.)
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## [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)
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- [**](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)

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