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Best Practices: Project Management

Best Practices: Project Management

This training event gets the attendee ready to meet the challenges of a high-tech, global marketplace to lead small projects and create successes for organizations.


Build a solid base of project management knowledge, best practices, techniques, and tools in this 4 hour CPE event that covers the entire project life cycle. The key to success for your COSO 2013 implementation project is to have effective project management.


The use of project management skills is needed by internal control specialists, accountants, auditors, information technology professionals, project leaders and managers. In this CPE event, you will review the critical practices and techniques that have been proven necessary for project management success.


While aligned with the Project Management Institute's (PMI) framework, this seminar is specifically designed to focus on the needs of the new project leader. Attendees will learn how to start projects and how to lead them successfully.


Each attendee will receive 4 CPE Hours (YB). A certificate of completion will be provided.

  • Details on Event Presentation

    Being offered twice a quarter on Fridays at 10:00 a.m. to 2:30 p.m. Central Time. There will be a lunch break from 12:00 noon to 12:30 p.m. each day.

    We can schedule private events on your timetable for two or more attendees.

  • CPE Event Highlights

    We created this overview event to:

    • Ensure projects are managed for success from the initiation

    • Learn the basics for effectively data gathering and documenting project deliverables

    • Understand the role of the project manager, project leader, business analyst, and others in managing projects

    • Development of project plans that include realistic scope, schedules, budgets, and risks

    • Learn how to effectively track and communicate the project's execution

    • Move from being consciously incompetent to being consciously competent in project leadership

  • Learning Objectives

    Attendees will be able to:

    • Initiate a projects

    • Address the basics of project planning

    • Execute a project

    • Monitor and control a project

    • Close out a project

  • Key Issues on the Agenda

    Section 1 - Introduction and Background

    • Instructor's Perspective

    • Is "It" a Project

    • What is Project Management and Leadership?

    • Skills Needed

    • Organizational Structures

    • Project Life Cycle

    • Project Management Knowledge Areas

    Section 2 - Project Charter

    • Project Charter Inputs

    • Project Concept Approval

    • Project Charter Development

    • Project Charter Formalization

    Section 3 - Project Scoping

    • Project Management Plan

    • Scope Planning

    • Scope Definition

    • Project Scope Statement

    Section 4 - Task Design and Planning

    • Work Breakdown Structures

    • Communicating the Project Plan

    • Quality Control Points

    Section 5 - Project Risk Assessment

    • Risk Management - Quality Control

    • Identifying Inherent Risks

    • Internal Controls to Mitigate Project Risks

    • Risk Response Planning

    Section 6 - Resource Estimates and Planning

    • Purchases and Acquisitions

    • Contracting

    • Human Resource Planning

    • Task Activity Definition

    • Task Activity Sequencing

    • Section 7 - Project Scheduling and Budgeting

    • Task Activity Resource Estimating

    • Project Scheduling

    • Cost Estimating

    Section 8 - Project Team

    • Mapping the Plan to the Team

    • Acquiring Resources

    • Developing Resources

    • Distributing Project Information

    Section 9 - Project Performance

    • Requests for Proposals

    • Finding Vendors

    • Developing Evaluation Criteria

    • Selecting Vendors

    • Quality Assurance Procedures

    • Monitoring and Reporting

    • Project Administration

    • Managing the Project Team

    • Managing Stakeholders

    • Performance Measurements

    Section 10 - Change Management

    • Integrated Change Control

    • Managing Costs

    • Managing the Schedule

    • Managing the Risks

    • Controlling Scope Changes

    Section 11 - Closing Out the Project

    • Utilizing Quality Controls

    • Verifying the Project Scope

    • Project Closeout

    • Contract Closing

    • Releasing Resources

    Section 12 - Going Forward

    • Ensuring Integrity

    • Knowledge Management

    • Stakeholders' Interests

    • Roadmap to Successful Projects

    • Dave's Lessons Learned

  • NASBA Program Disclosure

    Program Level of Understanding: Basic

    Prerequisites: None

    Advance Preparation: None

    Delivery Format: Group Internet Based

    NASBA Field(s) of Study: Auditing, Business Management & Organization, Information Technology

    CPE Credits: 4, based on 50 minutes of instruction per hour

  • Summary of the Subject Matter

    The "Best Practices in Project Management" CPE training event is designed to provide internal auditors with a comprehensive understanding of the principles and techniques of project management excellence. The seminar will cover topics such as project planning, resource allocation, risk management, and project control, as well as the use of project management tools and methodologies to achieve project success. The training will also focus on the unique perspective of internal auditors and how they can effectively contribute to the success of projects through their role in providing assurance and advice. This event is one of two project management seminars that CCS presents focused on the needs of internal auditors.


    Attendees will learn how to apply best practices in project management to real-world situations and how to identify potential areas of risk in projects. The event will be led by experienced project management professionals who will provide practical tips and real-world examples to help attendees apply what they have learned in their own work.


    Whether you are an experienced internal auditor looking to improve your skills or a new auditor seeking to learn more about the role of project management in auditing, this training event is the perfect opportunity to gain valuable CPE credits and enhance your abilities. Project management training seminars can be tailored to your needs and presented at your site in-person or via webinar connections. Don't miss out on this chance to improve your project management knowledge and take your career to the next level!

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