Systematically drive the creation, training, enrichment, and streamlining of all your existing and new Playbooks.
How the Tool Is Used
Summit OS® describes the Playbook Manager as a way to manage and evolve internal systems by documenting, improving, and training around best practices. The worksheet turns that ongoing work into a schedule of ownership, definition, training, and optimization dates for each Playbook.
What’s Inside the Worksheet
- A completed Playbook Manager example showing how multiple Playbooks can be tracked across the organization.
- A field for the name of your business and a blank Playbook Manager table.
- Columns for Playbook, Owner, Defined Date, Last Trained Date, Last Optimized Date, Next Trained Date, and Next Optimized Date.
- Space to list all Playbooks and record both past and future dates for defining, training, and optimizing them.
Worksheet Steps
- List all of your organization’s Playbooks in the Playbook Manager.
- Identify the owner of each Playbook.
- Record when each Playbook was defined, last trained, and last optimized.
- Schedule the next training and optimization dates for each Playbook.
- Continue updating the Manager as existing Playbooks are enriched and streamlined and new Playbooks are created.
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