Project Management Fundamentals: In-House Training Many projects are performed by highly competent and effective people who have little or no project management training. They perform projects like process improvement, marketing campaign development, new product development, event planning and production, and other 'tasks' which are projects. Project Management Fundamentals (PMF) is designed to support those people who need a solid foundation in project management, without being unnecessarily burdened to learn it while on the job. The course offers practical skills, concepts, and principles that can be taken back to the workplace, along with insights needed to adapt them to specific project environments. In today's environment, that means possibly adapting to Agile / Iterative methods. So, we have recently added key Agile concepts to provide a basic understanding of shifting towards agility. Since PMF's course goal is to achieve quality performance by learning effective planning and control, the focus is on a process orientation and an analytical, systems-oriented approach. Together, these frameworks promote project-related problem solving and decision-making skills necessary for real world projects. They honor project needs for collaboration, clear communications among people, and interpersonal and relationship skills. Recognition of these needs are woven throughout PMF, but are highlighted in two specific areas: Module 2 - People and Projects Module 8 - Executing, Communicating, and Developing the Team What You Will Learn At the end of this program, you will be able to: Describe the value of strong project management Identify characteristics of a successful project and project manager Recognize how current agile / adaptive practices fit within project management Explore project management processes, including Initiating, Planning, Execution, Monitoring & Controlling, and Closing Utilize project management processes and tools, based on case studies and real-world situations Create an initial project plan Use standard project management terminology Foundation Concepts Project management and definitions Value and focus of PM Competing constraints and project success Project life cycles People and Projects People and projects overview The project manager The project team People and projects in organizations Initiating and Defining Requirements Initiating the project Developing the project charter Conducting stakeholder assessments Defining requirements Using the Work Breakdown Structure Defining the Work Breakdown Structure (WBS) Developing a usable WBS Using the WBS Managing Project Risk Making the case for risk management Overview to planning for risk Identifying risks Analyzing risks Planning responses to risks Implementing response and monitoring risks Considerations for adaptive environments Estimating Defining an estimate Estimating approaches Estimating practices Estimating cost Validating an estimate Scheduling Defining the scheduling process and related terminology Sequencing and defining dependencies Determining the critical path Considering schedule risks and optimizing the schedule Executing, Communicating, and Developing the Team From baseline to execution Project communications and stakeholder relationships High-performing teams Monitoring and Controlling Defining monitoring and controlling Viewing control through the competing demands lens Variance Analysis and corrective action (Earned Value) Considerations in adaptive environments Closing the Project Closing projects Focusing on project transition Focusing on post-project evaluations
Course Objectives At the end of this course you will be able to: Manage project costs Consolidate and reuse project plan information Exchange project plan data with other applications Update a project plan Customise Project to meet specific requirements ' 1 year email support service Take a look at the consistent excellent feedback from our corporate clients visiting our site ms-officetraining co uk Customer Feedback Really useful and engaging course. Learnt a lot that will be very beneficial in my job. Trainer was great. Kelly Moreley - TACT Very happy with the course. Worked as a good refresher from what I knew already and enhanced my knowledge further Jenny Price - Acer ' With more than 20 years experience, we deliver courses on all levels of the Desktop version of Microsoft Office and Office 365; ranging from Beginner, Intermediate, Advanced to the VBA level. Our trainers are Microsoft certified professionals with a proven track record with several years experience in delivering public, one to one, tailored and bespoke courses. Our competitive rates start from £550.00 per day of training Tailored training courses: You can choose to run the course exactly as they are outlined by us or we can customise it so that it meets your specific needs. A tailored or bespoke course will follow the standard outline but may be adapted to your specific organisational needs. Exchanging Project Plan Data with Other Applications Import a list of tasks from Outlook Import a Task List from an Excel File Create a Custom Import Map Export Project Plan Cost Data into Excel Save Project Plan Information as a Web Page Updating a Project Plan Enter Task Progress Information View Task Progress Split a Task Reschedule a Task Creating Custom Fields Text fields Lookup fields Calculated fields with the use of formulas and functions Inserting Graphical Indicators Customizing how you look at data Filter Tasks in a Project Plan Create a Custom Table Create a Custom View Copy custom Views and Tables between projects Earned value analysis Understanding Earned Value Fields View Multiple Baselines in a Single Project Tracking progress between interim plans Creating Custom Reports Create a Custom Report Modify a Custom Report's Header and Footer Add a Picture to a Report Modify a Custom Report's Margins Print a Custom Report Re-using Project Plan Information Create a Project Plan Template Create a Custom Combination View Make Custom Views Available to Other Project Plans Share Resources between Projects, Create a Master Project Plan with sub projects Who is this course for? Who is this course for? This course is designed for those that who already have the skills to create and modify project plans and would like to acquire a more in depth and thorough knowledge of more advanced functionalities in project planning and tracking. Requirements Requirements Preferably, delegates would have attended the MS Project Introduction course. Career path Career path Microsoft Office know-how can instantly increase your job prospects as well as your salary. 80 percent of job openings require spreadsheet and word-processing software skills
Microsoft Project White Belt® 2013: In-House Training This workshop serves as an introduction to the interface and features of Microsoft® Project 2013. This course will be led by an IIL-certified instructor who will outline the benefits of Microsoft Project, provide tips on using various features and common shortcuts, recommend guidelines, and discuss the application of scheduling concepts to manage project work This workshop serves as an introduction to the interface and features of Microsoft® Project 2013. This course will be led by an IIL-certified instructor who will outline the benefits of Microsoft Project, provide tips on using various features and common shortcuts, recommend guidelines, and discuss the application of scheduling concepts to manage project work. What you Will Learn You'll learn how to: Define key scheduling concepts and terms Effectively navigate the user interface and interpret common views Configure essential elements of a new schedule Enter and modify a task list Set dependencies between tasks Create a basic resource list and generate assignments Format targeted areas of the Gantt Chart view Prepare the schedule for printing Getting Started Introductions Course objectives Course outline Navigating the User Interface and Views Navigate and use the Ribbon Use and customize the Quick Access Toolbar Modify general and display options Become familiar with major elements on the Project screen Navigate Gantt Chart, calendar, and network diagram views Search for a help topic Setting up a New Schedule Create new schedules Create a new schedule using existing information Enter and modify the schedule start date Enter and modify exception days in the calendar Entering, Modifying, and Outlining Task Data Enter, edit, correct, and clear information Enter unscheduled tasks Enter duration estimates for a single task or multiple tasks Organize tasks Set up a multi-level outline Add notes to tasks Creating Dependencies by Setting Links Identify a critical path in a simple schedule Understand how scheduling software calculates a critical path Describe dynamic schedules and dependencies Create links using various methods Display the critical path Entering and Assigning Resources Plan for resources Create a list of available resources Assign resources Formatting Gantt Chart View Format text and Gantt Chart bars Format a collection of items Configure print options
Microsoft® Project White Belt® 2016: In-House Training This workshop serves as an introduction to the interface and features of Microsoft® Project. This workshop serves as an introduction to the interface and features of Microsoft® Project. It is kept up to date with the framework outlined by Project Management Institute's A Guide to the Project Management Body of Knowledge (PMBOK® Guide). This course will be led by an IIL-certified instructor who will outline the benefits of Microsoft Project, provide tips on using various features and common shortcuts, recommend guidelines, and discuss the application of scheduling concepts to manage project work. What you Will Learn You'll learn how to: Define key scheduling concepts and terms Effectively navigate the user interface and interpret common views Configure essential elements of a new schedule Enter and modify a task list Set dependencies between tasks Create a basic resource list and generate assignments Format targeted areas of the Gantt Chart view Prepare the schedule for printing Getting Started Introductions Course objectives Course outline Navigating the User Interface and Views The ribbon The Quick Access Toolbar General and display options Major elements on the Project screen The Gantt chart, calendar, and network diagram views The help Setting up a New Schedule New schedules from blank, templates or other files The project starting date and forward scheduling The project standard calendar and exception days Entering, Modifying, and Outlining Task Data Task entering options and edition Unscheduled tasks Duration estimates for a single task or multiple tasks Tasks organization Multi-level outline Notes to detail tasks Creating Dependencies by Setting Links The critical path Critical path calculation in Project Dynamic schedules and dependencies Link tasks in Project Displaying the critical path Entering and Assigning Resources Resource planning Resource list Resource assignments Formatting Gantt Chart View Format options for text and Gantt charts Print options
Project Management for Non-Project Managers: In-House Training Individuals who are involved in projects (commissioning, supporting, sponsoring, etc.) may often be unfamiliar with project management. A basic understanding of project management is essential for non-project managers, who are critical stakeholders contributing to project success. This awareness course uses A Guide to the Project Management Body of Knowledge (PMBOK® Guide) and other sources to introduce you to project management vocabulary, concepts, and techniques. It also provides insights into the realities of being a project manager, and opportunities to explore how you can positively impact projects in your own role. What You Will Learn At the end of this program, you will be able to: Identify the benefits of project management Use standard project management terminology Describe characteristics of successful projects, project managers, and high-performing teams Explain various project stakeholder roles, their responsibilities, and the fundamental project management processes Recognize how agile / adaptive practices are useful for certain project life cycles Create a personal action plan for how to support real-world projects within a non-PM role Getting Started Introductions Course structure Course goals and objectives Foundation Concepts Project management overview Strategic value of project management Defining project success Project life-cycle models and governance Project roles and responsibilities Project Initiating and Planning Initiating the project Defining project requirements and scope Developing the project schedule and budget Project Risk Management, Executing, Monitoring, and Closing Understanding, evaluating, and adjusting for risk Honoring the baseline and executing the project Monitoring and controlling the project Closing the project Project Interpersonal Processes Project communication Project team development Conflict management
Introduction to Project Management: In-House Training This course provides practical insights into what is project management and how it is performed in a structured manner. This course provides practical insights into what is project management and how it is performed in a structured manner. You will learn how projects are selected, initiated, planned, executed, monitored and control, as well as closed, which could serve you ubiquitously. The goal of this course is to provide a minimally essential orientation to practical project management concepts, tools, and techniques. You will be provided with enough of these that can be applied from both a project manager and a key stakeholder perspective. What you Will Learn You will learn how to: Articulate on the basics of the project management profession Explain project management terms and concepts in practice Speak on how projects originate in mature organizations Employ a disciplined approach to initiating, planning, and managing projects to closure Identify and describe the roles and responsibilities of key project stakeholders Consider standard project processes to implement based upon the PMBOK® Guide Getting Started Introductions Course orientation Participants' expectations Foundation Concepts Key terms and concepts Organizational framework Leadership framework Originating and Initiating Originating projects Initiating projects Planning Planning overview Scope and quality planning Resources and risk planning Schedule and cost planning Project baselining Executing and Controlling Executing Monitoring and Controlling Closing Project closing overview Closing administratively Closing financially Summary and Next Steps Review of goals, objectives, key concepts, and expectations Evaluations
Masterclasses? Refreshers? Introductions? It depends what you're looking for and where you want to pitch them, but here are six tried-and-tested highly focused sessions that organisations can take individually or as a series, to help develop their teams' project management capabilities one topic at a time. Objectives for each individual session are set out below, as part of the session outlines. Taken together, as a series, however, these modules are an ideal opportunity to develop your team's levels of project management capability maturity, whether that's by introducing them to the basic principles, refreshing them on best practice, or giving them the opportunity to really drill down into a specific area of challenge in your particular operating environment. Session outlines 1 Stakeholder management Session objectives This session will help participants: Understand why stakeholders matter to projects Be able to identify and engage stakeholders Be able to categorise stakeholders by their significance 1 Key principles What does 'stakeholder' mean - in theory? What does this mean in practice? Why stakeholders matter Consequences of missing stakeholders The stakeholder management process:IdentifyAssessPlanEngage 2 Identifying stakeholders Rapid listing CPIG analysis PESTLE analysis Drawing on the knowledge and experience of others Other ways to identify stakeholders 3 Assessing stakeholders Which stakeholders are significant? Stakeholder radar Power-interest maps Power-attitude maps 4 Planning The adoption curve Dealing with obstacles Who should engage which stakeholder? How should the project's organisation be structured? How will communication happen? 5 Engaging Seven principles of stakeholder engagement 2 Requirements and prioritisation Session objectives This session will help participants: Understand how clarity of requirements contributes to project success Use different techniques for prioritising requirements Agree requirements with stakeholders Manage changes to requirements 1 Understanding and managing stakeholder needs and expectations What are 'requirements'? What is 'requirements management'? Sources of requirements - and the role of stakeholders Are stakeholders sufficiently expert to specify their needs? Do they understand the detail of what they want, or do they need help to tease that out? What do stakeholders want to achieve? Working within constraints Prioritising requirements - three techniques 2 MoSCoW prioritisation 'Must have', should have', 'could have, 'won't have this time' When to use MoSCoW 3 The Kano Model Customer satisfaction - 'attractive' and 'must-be' qualities When to use Kano 4 Value-based prioritisation Understanding risk v value Using risk v value to prioritise features and schedules 5 Agreeing requirements Perfect v 'good enough' Establishing acceptance criteria Requirements traceability Agreeing project scope 6 Changing requirements Why requirements change Why change control matters Impact on projects A formal change control process Paying for change - managing change for different types of project 3 Estimating Session objectives This session will help participants: Understand the different purposes estimates satisfy Be able to use different estimating techniques Understand how to achieve different levels of accuracy 1 Key principles What's an estimate? Informed guesswork What needs to be estimated? Costs, resources, effort, duration Tolerances Precision v accuracy 2 Estimating through the lifecycle Start Plan Do 3 Early estimates Comparative ('analogous') estimating Parametric estimating Using multiple estimating techniques 4 Bottom-up estimating Bottom-up ('analytical') estimating Pros Cons 5 Three-point estimating Three-point ('PERT': Programme Evaluation and Review Technique) estimating Uncertainty and the range of estimates Calculating a weighted average Three-point with bottom-up 4 Scheduling Session objectives This session will help participants: Understand how to create a viable schedule Be able to use different forms of schedule Understand the concept of the critical path 1 Key principles The planning horizon Rolling wave planning Release planning 2 Viable scheduling Creating a viable schedule Define the scope Sequence the work Identify the risks and build in mitigations Identify the resources Estimate the effort and durations Check resource availability Refine until a workable schedule is produced 3 Critical path analysis The critical path Network diagrams Sequence logic Practical application:Network diagram with estimated durationsThe 'forward pass'The 'backward pass'Calculating total floatIdentifying the critical pathCalculating free float Gantt charts 5 Risk and issue management Session objectives This session will help participants: Understand the difference between risks and issues Be able to identify and assess risks Understand ways of mitigating risks Manage issues 1 Key principles Understanding risk Threats and opportunities The risk management processPreparation - proactive risk managementThe process - identify, assess, plan, implementStakeholder communication Roles and responsibilities Risk management strategy The risk register Risk appetite 2 Risk identification Brainstorming Interviews Assumption analysis Checklists 3 Risk assessment and prioritisation Probability, impact and proximity Triggers Qualitative risk assessment Qualitative impact assessment Qualitative probability assessment Probability / impact grid Bubble charts Risk tolerance 4 Planning countermeasures To mitigate or not to mitigate? Categories of risk response Avoid and exploit Reduce and enhance Transfer Share Accept Contingency Secondary risks 5 Issue management What is an issue? Tolerances Issues and tolerances The PRINCE2 view of issues Ownership of issues An issue management process Issue register 6 Budgeting and cost control Session objectives This session will help participants: Understand what to include in a budget - and why Choose - and use - the appropriate estimating technique Align the budget with the schedule Understand how to monitor spend and control costs Trouble-shoot effectively to get projects back within budget Session format Flexible. The session can be tailored to the participants' average level of project management maturity - a 60-minute session (delivered virtually) is an effective introduction. A 90-minute session allows for more in-depth treatment. A half-day session (face-to-face or virtual) gives time for a more challenging workshop, particularly to discuss specific cost control issues with any of the participants' current projects. 1 Where is the money coming from? Can we pay from revenue? Do we need to borrow? How long will the project take to pay back? The lifecycle of the budget Through-life costs Stakeholder involvement 2 Estimating costs Reminder: the relationship between estimates Reminder: possible estimating techniques What do we need to estimate?PeopleEquipmentMaterialsFacilities and operating costsWork package estimateEstimated project costs Estimating agile projects 3 Aligning budget and schedule Scheduling and financial periods Spreading the budget 4 Reserves and agreeing the budget Contingency reserve Management reserve Agreeing the budget 5 Cost control Planned spend over time Actual spend over time Work completed over time Evaluating different scenarios: delivery v spend 6 Trouble-shooting Why are we where we are? What has caused the project to spend at the rate it is? Why is it delivering at the rate it is? What are the root causes? What can we do about it?
The aim of this course is to provide an overview of the key principles and techniques for leading and managing project work. It will focus on the core principles and generic methods of project management, showing how these can be applied to typical projects. The scope of the programme includes: The course also emphasises the importance of the leadership and team-working skills needed by project managers and team members in carrying out their roles. The principal training objectives for this programme are to: Explain and demonstrate the key principles of successful project management Demonstrate a range of useful project management tools and techniques Define the role of, and help participants understand the skills required by, the project leader Illustrate the use of project skills through examples and case studies Identify ways to improve project management, both individually and corporately DAY ONE 1 Introduction (Course sponsor) Why this programme has been developed Review of participants' needs and objectives 2 Key concepts and requirements for success Projects and project management Lessons from past projects; the essential requirements for success Differences between projects; characteristic project life cycles The challenges of project management; the role of the project manager Project exerciseA team exercise to demonstrate the challenges of project management 3 Defining project objectives and scope Identifying the stakeholders; key roles and responsibilities Getting organised; managing the definition process Working with the 'customer' to define the project scope 4 Project case study: part 1 Defining the project objectives: syndicate teams define the objectives and scope for a typical project 5 Project planning The nature of planning; recognising planning assumptions Planning the plan; the importance of team involvement Developing the work breakdown structure Estimating task resources, timescales and costs Developing the project schedule Analysing the plan and identifying the critical path 6 Project case study: part 2 Creating the project plan Syndicate teams begin development of their project plans (for completion after session 7) Team presentations and group discussion (after session 7) DAY TWO 7 Managing project risks Understanding and defining project risks Classifying risks and adopting an appropriate risk strategy Identifying, evaluating and managing project risks Agreeing ownership of project risks; the risk register Integrating planning and risk management 8 Project control Pro-active and re-active control; striking the right balance Pre-requisites for effective, pro-active project control Avoiding unnecessary 'scope creep' and controlling change Selecting the data needed to provide early warning of problems Monitoring project performance: 'S' curves, slip charts, earned value Getting good data and assessing project status Defining the roles and responsibilities for control Setting up a routine process for keeping up to date Managing and controlling multiple projects 9 Project case study: part 3 Controlling the project Teams control their project as new developments take place 10 Course review and transfer planning (Course sponsor present) Identify actions to be implemented individually Identify corporate opportunities for improving project management Sponsor-led review and discussion of proposals Conclusion
Many organisations find that project teams struggle to create and maintain effective plans. Estimates are often overly optimistic and risks go unmanaged until the inevitable happens. Resource managers also find it hard to forecast the likely loading on their departments and requests for support are not provided in a consistent format. This programme has been developed to address these needs in a very practical, hands-on format. Case study work can be based on simulations or on the organisation's current projects for maximum benefit to participants. The aim of this training is to develop and enhance participants' planning and risk management skills in order to maximise the success of project work undertaken by the organisation. The principal training objectives for this programme are to: Provide a structured, integrated approach to planning and risk management Demonstrate practical tools and techniques for each stage of planning Show how to organise and involve relevant people in the planning process Explain how to use the plan for forecasting and pro-active project control Identify ways to improve planning, both individually and corporately The course will emphasise the importance of participative planning techniques that improve the quality of plans whilst reducing overall time and cost of planning. The course will encourage discussion of internal procedures and practices and may be customised to include them if required. DAY ONE 1 Introduction (Course sponsor) Why this programme has been developed Review of participants' needs and objectives 2 Projects and planning Why plan? The benefits of good planning / penalties of poor planning Planning in the project lifecycle; the need for a 'living' plan The interaction between target setting and the planning process Team exercise: planning the project 3 Planning the plan Defining the application and structure of the plan Impact of planning decisions during the project lifecycle Using available time to create an effective plan 4 Defining deliverables Assessing the context; reviewing the goals and stakeholders Developing the scope and defining deliverables; scope mapping Understanding customer priorities; delivering value for money Case study: defining the project deliverables 5 Creating the work breakdown Building the work breakdown structure Detailing the tasks and sub-tasks; structured brainstorming Defining task ownership; the task responsibility matrix 6 Creating and using a logical network Developing the logical network; task boarding Determining the critical path and calculating float Accelerating the plan; concurrent programming and risk Individual and group exercises DAY TWO 7 Developing resource schedules Deriving the Gantt chart from the network Developing the detailed resource schedules Calculating the expenditure profile ('S' curve) 8 Estimating task durations and costs Understanding estimates: effort, availability and duration Estimating tools and techniques Application of estimating techniques during the project lifecycle 9 Case study Developing the project plan Refining the project plan Team presentations and discussion 10 Managing risks and refining the plan Awareness of contractual issues associated with risk Identifying and evaluating risks; deciding ownership Managing risks: determining levels of provision and contingency Controlling risks: maintaining an up-to date risk register 11 Planning for pro-active control The earned value analysis (EVA) concept and its predictive value Deriving the measures needed for cost and delivery performance Practical issues associated with implementing EVA 12 Using and maintaining the plan Tracking progress and updating the plan Publishing and controlling the plan 13 Course review and transfer planning (Course sponsor present) Identify ways of implementing the techniques learnt Sponsor-led review and discussion of proposals Conclusion
This programme provides an intensive, one-day overview of the key concepts and techniques of project management. The project management methods presented can be applied to a wide range of projects and the course emphasises both the task and the team-related aspects of project management. The aims of the programme are to: Present the key concepts of project management Provide a structured approach for managing projects Demonstrate tools and techniques for planning and controlling project work Enable participants to apply the techniques to their own projects At the end of the programme, participants will: Recognise the benefits of a structured approach to project work Be able to apply a range of practical tools and techniques to improve their personal effectiveness in project work Have a means of determining the status of current projects and know what actions are needed to ensure success 1 Introduction Why this programme has been developed Review of participants' needs and objectives 2 Key concepts The characteristics of projects and project work The four key phases of a project Essential lessons from past projects Key success factors Achieving success through the 'Team-Action Model' Challenges of the multi-project situation 3 Setting project goals Understanding 'customer' requirements Managing project stakeholders and gaining commitment Using questioning skills to define goals and success criteria Defining and documenting the scope of the project 4 Project planning Defining what has to be done Creating a work breakdown Agreeing roles and responsibilities for the work Developing a programme using networks and bar charts Estimating timescales, costs and resource requirements Planning exercise: participants develop a project plan Identifying and managing project risks Using project planning software Managing and updating the plan 5 Project implementation and control Creating a pro-active monitoring and control process Techniques for monitoring progress Using latest estimates Managing project meetings Resolving problems effectively Managing multiple projects Personal time management 6 Course review and action planning Identify actions Sponsor-led review and discussion of proposals Conclusion