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Project Management Excellence

Project Management Excellence

Join us for a unique, interactive course that "walks you through" the project management process and tradecraft needed to be an effective project manager.


This introductory level training in project management helps to prepare the attendee with little-to-no formal project management training to run small, simple projects in the work environment: construction, technology and development.


The emphasis is on introducing the terminology along with the basic tools and techniques for starting and running simple projects in a hands-on way. We use a custom workbook binder with step-by-step guidance.


No prior experience with managing projects is expected, so it is an excellent introduction to the subject for team leaders and participants who need to get started quickly. Attendees will leave the course with the knowledge needed to serve as a template for initiating and planning real-world projects in their environments.


This comprehensive internal audit training course is for anyone who wants to have a strong base of knowledge and understanding of the essentials of project management and the personal skills to become a successful project leader and then manager.

Relax and learn through expert instructor presentations, group discussions, role-playing, audit exercises, white-board diagramming and simulations.


Specific topics include:

  • Management of risk
  • Project control
  • Project monitoring
  • Earned value management
  • Project quality management


This timely CPE training seminar is designed for the new project leader and individuals who have to create effective project control documents in performing projects and then communicate the results to management.


Each attendee will receive 18 CPE Hours (YB). A certificate of completion will be provided.

  • Details on Event Presentation

    Offered on Tuesday-Thursday once every six weeks in three six hour sessions for 18 CPE credits.

    The sessions will run from 9:00 a.m. to 3:00 p.m. Central Time Zone. 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 will cover the elements of an effective project management:

    • What are Projects?

    • Using an integrated approach to project management.

    • Implementing project planning and selection techniques.

    • Project portfolio management.

    • Understanding and using the COBIT Project Life Cycle

    • The importance of requirements

    • Managing organizational change

    • How to have an effective team

    • How to use project status reporting effectively

    • Principles of clear and concise deliverables and reporting

  • Learning Objectives

    Attendees will:

    • Understand how a project is conducted

    • Learn how to identify project risks

    • Learn how to evaluate and document project requirements

    • Discover the best techniques for gathering project requirements

    • See the importance of preparing deliverables

    • Discuss interpersonal and team-building skills

    • Understand the project communication process

  • Key Issues on the Agenda

    Introduction and Overview

    • About Us and About Your Instructors

    • Who are You?

    • What are Your Needs?

    • Overview of Agenda

    • Information Technology - Construction - Product Enhancement

    Section 1 - What is Project Management?

    • Concepts and Definitions . What is "Project Management"?

    • What are the "Big Three Connections"? Objective-Risk-Control

    • What is "Risk"? Can Risk Be Managed?

    • What are the project processes?

    • Guidance from PMI and PMBOK

    • The Project Constraints

    • What is the "Project Management Framework"?

    • Using an integrated approach

    Section 2 - Portfolio Management

    • What is strategic planning?

    • Strategy..Programs..Projects

    • S.W.O.T. Analysis

    • Working S.M.A.R.T.

    • What are the goals of the project?

    • Proposals..Initiation..The Business Case

    Section 3 - Project Management Plans

    • Why-What-How-When-Who-Where

    • The Plan

    • Scope

    • Definition

    • Change Control

    • Value

    • The WBS

    • Assumptions


    Section 4 - Managing Project Change

    • Change Control - Change Management

    • Change Control and Scope Management

    • We have always been doing it that way!!

    • People

    • ADKAR - AABBCC - Kotter's Eight Steps

    Section 5 - Marketing and Project Management

    • Why is marketing important?

    • Evolution of marketing

    • Implementing marketing

    • Market classification

    • Developing marketing strategies

    • Marketing research

    • Selling the "Project"

    Section 6 - Leadership

    • Leadership and Management

    • Managing project stakeholders

    • Influence as Exchange

    • Organizational currencies

    • Network building

    • Ethics

    • Contradictions

    • Qualities of a Project Manager

    • Proven Suggestions

    Section 7 - Managing Teams

    • Characteristics of Effective Teams

    • Why join teams?

    • Team development

    • Keys to managing people

    • Managing project teams

    • People Conflicts

    • Pitfalls

    • Managing project conflicts

    Section 8 - Performance Management

    • Project Status Reports

    • What is project monitoring?

    • What is the project control process and why is it useful?

    • How to monitor time performance?

    • Shortcomings

    • Earned Value Management

    • Integrated Cost / Schedule System

    Project baselines
    Section 9 - Summary and Wrap-Up

    • Recap of Project Management

    • Your Keys to Success!

  • 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: 18, based on 50 minutes of instruction per hour

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