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CM Pilot Introduction Getting around: Structure Navigation Download instructions CM Pilot Structure The CM Pilot is designed for ‘four-click’ access to the entire methodology, tools and learning modules.

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Presentation Transcript
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CM Pilot Introduction

  • Getting around:

    • Structure

    • Navigation

    • Download instructions


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CM Pilot Structure

  • The CM Pilot is designed for ‘four-click’ access to the entire methodology, tools and learning modules.

  • The CM Process walks step-by-step through how to use change management on your project.

  • Templates, assessments, presentations are assembled for quick access.


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CM Pilot Structure

  • The problem solving and roles sections of the tool provide access to material on particular topics and issues you may face in your project.

  • The eLearning section provides short tutorials on key principles, best practices and change management models.


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CM Pilot Navigation

  • There are two main ways to navigate the CM Pilot:

    • Navigation menu

    • Page headers


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Navigation menu

  • The navigation menu is on the right side of each screen of the tool.

  • Access the main pages for:

    • CM Process

    • Templates

    • Assessments

    • Presentations

    • Problem solving

    • Roles

    • eLearning


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Page headers

  • On each page in the CM Pilot, you will see a string of pages underneath the page title.

  • Use this navigation string to jump up levels in the tool, or to return to the main menu.


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Returning to the main menu

  • You can always return to the main menu using the two links in the upper right hand main.

  • The second link sends you to a help screen, where you can:

    • Revisit the ‘getting started’ tutorial

    • Make a suggestion or report an error

    • Share a case study


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Download instructions

  • When you open a document template and before entering data, be sure to save the template to your computer.

    • The online tool provides this blank template or worksheet, but for your security and privacy, does not save any information that you enter into the tool itself.

  • Hit FILE then SAVE AS at the top of your screen. Save the document to a folder of your choice on your computer. You can then open and edit the file using MS Word, MS PowerPoint or MS Excel depending on the file type.

    • Templates and assessments (.doc) will typically be in MS Word format. Presentations (.ppt) will be in MS PowerPoint format. Spreadsheets (.xls) will be in MS Excel format.


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