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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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cm pilot introduction
CM Pilot Introduction
  • Getting around:
    • Structure
    • Navigation
    • Download instructions
cm pilot structure
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.
cm pilot structure1
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.
cm pilot navigation
CM Pilot Navigation
  • There are two main ways to navigate the CM Pilot:
    • Navigation menu
    • Page headers
navigation menu
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
page headers
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.
returning to the main menu
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
download instructions
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.