CCAT Onboarding Module: How to Use the Project Toolkit
Welcome to the CCAT Project Toolkit. This training module introduces the core templates and workflows that help partners plan, deliver, and document pilot activities. It’s designed to be completed in under 30 minutes and includes practical examples you can reuse immediately.
What you’ll learn
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How to complete a pilot charter in one sitting
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How to choose outcomes and indicators without overcomplicating measurement
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How to document progress in a way that supports both learning and reporting
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Where to find assets (logos, slide templates, and communication language)
Module outline
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Getting started (5 minutes)
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Where resources live
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Who to contact for support
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Planning your pilot (10 minutes)
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Defining goals and scope
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Assigning roles and responsibilities
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Tracking progress (10 minutes)
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Using the weekly check-in format
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Capturing risks, blockers, and changes
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Sharing results (5 minutes)
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Writing a short update
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Submitting outputs for inclusion in the public library
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Quick tips
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Keep your outcomes focused: fewer is better.
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If a metric requires new tooling, start with a proxy you can capture today.
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Write updates for a “smart outsider”—clear enough that another partner can learn from your experience.