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INTRODUCTION TO
PROJECT MANAGEMENT
WITH ONEPLAN’S
WORK PLAN MODULE
TECH TUESDAY:
Tech Tuesday is a webinar series presented by the OnePlan Academy team to
provide short, focused sessions on OnePlan best practices, tips & tricks
WELCOME TO TECH
TUESDAY!
Education & Training
Manager
SPEAKERS
Tina Shirk
Deb Roth
Instructor & Technical
Documentation Lead
Posting in the chat, responding to polls, and entering questions into the Q&A
panel.
Webinar recording will be available on OnePlan Support Portal & OnePlan
Academy.
Questions asked during today’s session & not directly responded to will be
reviewed, and our team will follow up with you.
Earn up to 1 PMI PDU for this webinar.
Search for OnePlan Solutions PDU courses for details
https://provider.pmi.org/catalog/courses
HOUSEKEEPING
Understand how the OnePlan Work Plan module aligns with industry best
practices
Demonstrate how the Work Planner can empower your ability to create robust
work plans for your projects
LEARNING OBJECTIVES
By the end of this Webinar you will learn what the
OnePlan Work Plan is & how to use it to:
Simplify project scheduling with user-friendly tools
Benefit from seamless integration with various project management tools.
LEARNING OBJECTIVES
By the end of this Webinar you will learn what the
OnePlan Work Plan is & how to use it to:
Create customized work plans with the help of AI
LEARNING OBJECTIVES
By the end of this Webinar you will learn what the
OnePlan Work Plan is & how to use it to:
Leverage templates as a framework for creating your OnePlan Work Plans
Manage backlogs visually for better organization & prioritization
WHY IS THIS IMPORTANT?
Scope
Budget
Schedule (Timeline)
Project management is a structured approach designed to help us steer
projects towards meeting their objectives while considering how to
balance and optimize:
Projects to success, stakeholder satisfaction, competitiveness,
adaptability, and continuous improvement.
ULTIMATE GOAL
ONEPLAN WORK PLAN
Comprehensive set of features that enable effective Planning, Tracking,
Collaboration & Reporting
Helps Project Managers become more efficient & successful in delivering
projects on time, in scope and within budget.
Streamline tasks Provide Real Time Insights
Facilitate Communication
Aid Resource Allocation
Proactive Risk Management
ONEPLAN WORK PLAN
Is essential for project managers because it can help:
AUDIENCE QUESTION
When it comes to project scheduling, I consider myself:
Brand new to project scheduling
Intermediate
Expert
ONEPLAN WORK MODULE
DEMONSTRATION
THROUGHOUT TODAY’S
WEBINAR
Helped you understand how the OnePlan Work Plan module aligns with
industry best practices
Demonstrated how the Work Planner can empower your ability to create robust
work plans for your projects
Set up & navigate the Work Plan Module
Simplify project scheduling with user-friendly tools
Manage backlogs visually for better organization
& prioritization
WE SHOWED YOU
WE ALSO SHOWED YOU
Create customized work plans with the help of AI
Benefit from seamless integration with various project management tools
ADDITIONAL RESOURCES
OnePlan Academy:
https://oneplanacademy.com/
OnePlan Support:
https://support.oneplan.ai/hc/en-us
April 23 Tech Tuesday Topic:
May Product Release Sneak Peek
THANK YOU!

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Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work Plan Module.pdf

  • 1. INTRODUCTION TO PROJECT MANAGEMENT WITH ONEPLAN’S WORK PLAN MODULE TECH TUESDAY:
  • 2. Tech Tuesday is a webinar series presented by the OnePlan Academy team to provide short, focused sessions on OnePlan best practices, tips & tricks WELCOME TO TECH TUESDAY!
  • 3. Education & Training Manager SPEAKERS Tina Shirk Deb Roth Instructor & Technical Documentation Lead
  • 4. Posting in the chat, responding to polls, and entering questions into the Q&A panel. Webinar recording will be available on OnePlan Support Portal & OnePlan Academy. Questions asked during today’s session & not directly responded to will be reviewed, and our team will follow up with you. Earn up to 1 PMI PDU for this webinar. Search for OnePlan Solutions PDU courses for details https://provider.pmi.org/catalog/courses HOUSEKEEPING
  • 5. Understand how the OnePlan Work Plan module aligns with industry best practices Demonstrate how the Work Planner can empower your ability to create robust work plans for your projects LEARNING OBJECTIVES By the end of this Webinar you will learn what the OnePlan Work Plan is & how to use it to:
  • 6. Simplify project scheduling with user-friendly tools Benefit from seamless integration with various project management tools. LEARNING OBJECTIVES By the end of this Webinar you will learn what the OnePlan Work Plan is & how to use it to: Create customized work plans with the help of AI
  • 7. LEARNING OBJECTIVES By the end of this Webinar you will learn what the OnePlan Work Plan is & how to use it to: Leverage templates as a framework for creating your OnePlan Work Plans Manage backlogs visually for better organization & prioritization
  • 8. WHY IS THIS IMPORTANT? Scope Budget Schedule (Timeline) Project management is a structured approach designed to help us steer projects towards meeting their objectives while considering how to balance and optimize:
  • 9. Projects to success, stakeholder satisfaction, competitiveness, adaptability, and continuous improvement. ULTIMATE GOAL
  • 10. ONEPLAN WORK PLAN Comprehensive set of features that enable effective Planning, Tracking, Collaboration & Reporting Helps Project Managers become more efficient & successful in delivering projects on time, in scope and within budget.
  • 11. Streamline tasks Provide Real Time Insights Facilitate Communication Aid Resource Allocation Proactive Risk Management ONEPLAN WORK PLAN Is essential for project managers because it can help:
  • 12. AUDIENCE QUESTION When it comes to project scheduling, I consider myself: Brand new to project scheduling Intermediate Expert
  • 14. THROUGHOUT TODAY’S WEBINAR Helped you understand how the OnePlan Work Plan module aligns with industry best practices Demonstrated how the Work Planner can empower your ability to create robust work plans for your projects
  • 15. Set up & navigate the Work Plan Module Simplify project scheduling with user-friendly tools Manage backlogs visually for better organization & prioritization WE SHOWED YOU
  • 16. WE ALSO SHOWED YOU Create customized work plans with the help of AI Benefit from seamless integration with various project management tools
  • 17. ADDITIONAL RESOURCES OnePlan Academy: https://oneplanacademy.com/ OnePlan Support: https://support.oneplan.ai/hc/en-us April 23 Tech Tuesday Topic: May Product Release Sneak Peek