Transcript
Intro · Welcome aboard
Welcome aboard, sailor!
I'm Lieutenant Commander Mara Quill, and this is Pelypso University.
Course FT-101: Field Team Training.
Every submarine has a sonar crew.
They hear trouble long before anyone sees it.
On your mission, that's you!
In the next eight minutes, you'll learn how to spot a risk, report it in about a minute, keep the risks that you own on course, and earn a few medals along the way.
Let's dive.
Dive 01 · Your post on the submarine
Here's how the crew works.
You're a member of the Field Team.
It's your job to report any risks that you see.
Your Mission Lead reads every report, determines the probability and potential impact for each risk to assign a score, and decides what happens next.
Most risks stop there.
If a risk requires funds or a big decision to manage effectively, the Mission Lead escalates it to Central Command.
Your job has four parts.
Report early.
Own the risks you're assigned.
File a short weekly report on what's being done to manage each risk.
And finish your orders on time.
You don't need to be certain to report something.
A good early warning beats a perfect late one, every time.
Dive 02 · Home port: My orders
When you sign in, you land on My orders.
Think of it as your home port.
Up in the corner, you'll see your points this month, your rank, and any badges you've earned.
And the big blue button, File a field report, is always one click away.
Across the top are four counters.
Field reports you've filed, how many made the register, how many are waiting for review, and your open orders.
If an order is overdue, that last counter turns red.
Below that, Weekly field reports lists the risks you own, and when each report is due.
The button turns blue when one is coming up.
Your orders are the tasks your Mission Lead assigned to you.
Risks on your watch are the ones you own or help with.
And at the bottom, Your field reports shows what happened to everything you've sent.
Accepted, merged, waiting, or sent back with a note.
Dive 03 · Sonar contact: filing a field report
Something doesn't feel right?
Click File a field report.
It takes about a minute.
First, pick the project and the objective.
Step one: the risk, in one sentence.
Be specific.
“The vendor hasn't confirmed the API supports single sign-on” beats “integration issues.”
Step two: what happens if nobody acts?
Who's affected, and how.
If you have a rough idea of the cost, add it.
Leave it blank if you don't know.
Step three: your best guess, on two dials.
Impact, from one, minimal, to five, severe.
Probability, from one, rare, to five, almost certain.
Watch the map on the right.
The red marker shows where your risk lands.
Multiply the two, and fifteen or more is critical.
Next, who would feel it: customers, staff, or system admins. Pick all that apply.
When could it hit: now, this month, this quarter, or later.
Then pick a category, like budget, schedule, vendor, or integration.
If it's a security issue, like a shared password, choose Security.
Those jump to the front of the line.
Click Send, and it goes straight to your Mission Lead.
One risk per report, please.
Two problems, two reports.
Here's what a great report looks like.
One risk. One clear sentence. And a plain-English impact that someone new to the project would understand.
For example: if the vendor's API can't do single sign-on, three hundred staff will need separate passwords at go-live.
Dive 04 · What happens next
Your Mission Lead reviews every report.
They can accept it onto the register, merge it into a risk that's already there, ask you for more detail, or deny it with a reason.
Whatever they decide, you'll see it here, with their note.
A merged report still counts.
It earns you twenty points, because two sets of eyes on the same problem is a good sign.
Click any risk to open its drawer.
The score, the owner, the orders, and the mission log.
That's the full story of the risk, in one place.
Dive 05 · Keeping a risk on course
If your Mission Lead makes you the owner of a risk, you file a weekly field report on it, at least every seven days.
Tell them what changed.
Progress on orders, new facts, anything that makes it more or less likely.
For example: new requests now go through the change board, and both of this week's asks were deferred.
Then set the dials where you think it stands now.
On the right, you'll see the baseline next to your view, and whether you're suggesting they discount, hold, or elevate the score.
Only the Mission Lead changes the official score.
Your report is what they steer by.
On-time reports earn ten points and build your streak.
Four in a row earns the Steady Signal badge.
Dive 06 · Orders
Orders are specific tasks, each with a due date.
When you finish one, tick the box.
On time earns fifteen points.
Late still earns five, so always close it out.
Dive 07 · Medals and the leaderboard
Yes, there's a leaderboard.
Points come only from reports your Mission Lead accepts, and from work done on time, so quality beats volume.
Earn badges like First Contact, Early Warning, Cyber Sentinel, and Iron Watch, for twelve on-time weekly reports in a row.
Add a photo on My profile, so your crew knows who's on watch.
Dive 08 · Tips from the conning tower
A few tips from the conning tower.
Start your week on My orders. It shows everything that needs you.
Not sure if something is a risk? Report it anyway. Your Mission Lead would rather hear it twice than not at all.
Report security issues the moment you see them, and never paste a password into a report.
And if a risk you own fades away, say so in your weekly report, so your Mission Lead can close it.
Dive 09 · A note from Gertrude
Every Monday morning, Gertrude, our submarine's mail clerk, sends you a short email.
It comes from gertrude@pelypso.com.
Reports coming due, your open orders, and what happened to the reports you filed.
Under Email digest, you choose how often it comes: weekly, every two weeks, monthly, or quarterly, on the day and at the time you like.
Or turn it off. Gertrude won't take it personally.
Dive 10 · Surface
That's your training, sailor.
Report early.
Be specific.
File your weekly reports.
Finish your orders.
Every risk you catch is one the mission doesn't hit.
Steady as she goes.
Lieutenant Commander Quill, signing off.