Project Accounting and Finance Skills: In-House Training Do you manage both project schedules and budgets, but do not have insight into how actual results relate to the approved budget? Do you desire to have more clarity about the relationship between your project's performance with the accounting and financial systems in your organization? Do you need to understand financial and accounting terminology to bridge the gap between the 'world of finance' and the 'world of project management? Organizations have a need to manage-by-projects, because projects are the means to deliver on strategic goals and objectives. Therefore, the project manager must have an understanding of the financial world of investments to ensure the organization will realize expected business value. This requires a foundation in the principles of accounting and finance to comprehend how the project's contribution provides an organization with a competitive advantage. Learn what you must do to give your organization the assurance it needs that its investment in your project will realize business value. Learn what you must do to give your organization the assurance it needs to know that its investment in your project will realize business value. What You Will Learn At the end of this program, you will be able to: Explain the aspects of classical corporate accounting and finance effects on managing projects Determine how your project fits into the corporate income statement, balance sheet, and cash flow statement Analyze the financial aspects of managing projects Use earned value management as the basis for decision making throughout the project life Recognize the importance of the project manager's financial responsibilities Focus on what PMs do and should be doing, in support of accounting and finance Use financial information within a project environment to meet financial results Track and analyze the project's financial status and forecast with the goal of realizing benefits Generate work performance data to ensure a project's outcome aligns with financial metrics Foundation Concepts Accounting and Finance Terms and Concepts Accounting and Finance Essentials Financial Terms and Concepts Projects as Financial Investments Overview of 'Two Worlds' Project as Investments Accounting and Finance World: Standards, Principles and Practices Accounting and Finance Standards and Principles Accounting and Finance Practices Capital Budgeting Corporate Budgeting Accounting and Finance World: Economic Project Selection Methods Economic Project Selection Methods Economic Project Selection and the Business Case Project Management World Project Management and Financial Controls Project Management and Work Performance Data Project Management and Earned Value Management Project Management and Work Performance Reporting
Project Accounting and Finance Skills Do you manage both project schedules and budgets, but do not have insight into how actual results relate to the approved budget? Do you desire to have more clarity about the relationship between your project's performance with the accounting and financial systems in your organization? Do you need to understand financial and accounting terminology to bridge the gap between the 'world of finance' and the 'world of project management? Organizations have a need to manage-by-projects, because projects are the means to deliver on strategic goals and objectives. Therefore, the project manager must have an understanding of the financial world of investments to ensure the organization will realize expected business value. This requires a foundation in the principles of accounting and finance to comprehend how the project's contribution provides an organization with a competitive advantage. Learn what you must do to give your organization the assurance it needs that its investment in your project will realize business value. Learn what you must do to give your organization the assurance it needs to know that its investment in your project will realize business value. What You Will Learn At the end of this program, you will be able to: Explain the aspects of classical corporate accounting and finance effects on managing projects Determine how your project fits into the corporate income statement, balance sheet, and cash flow statement Analyze the financial aspects of managing projects Use earned value management as the basis for decision making throughout the project life Recognize the importance of the project manager's financial responsibilities Focus on what PMs do and should be doing, in support of accounting and finance Use financial information within a project environment to meet financial results Track and analyze the project's financial status and forecast with the goal of realizing benefits Generate work performance data to ensure a project's outcome aligns with financial metrics Foundation Concepts Accounting and Finance Terms and Concepts Accounting and Finance Essentials Financial Terms and Concepts Projects as Financial Investments Overview of 'Two Worlds' Project as Investments Accounting and Finance World: Standards, Principles and Practices Accounting and Finance Standards and Principles Accounting and Finance Practices Capital Budgeting Corporate Budgeting Accounting and Finance World: Economic Project Selection Methods Economic Project Selection Methods Economic Project Selection and the Business Case Project Management World Project Management and Financial Controls Project Management and Work Performance Data Project Management and Earned Value Management Project Management and Work Performance Reporting
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
Project Management Fundamentals 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
Certified Associate in Project Management (CAPM)® Exam Prep This course gives you the knowledge you need to pass the exam and covers CAPM®-critical information on project management theory, principles, techniques, and methods Are you planning on taking the CAPM® examination? This course gives you the knowledge you need to pass the exam and covers CAPM®-critical information on project management theory, principles, techniques, and methods. You'll also have an opportunity for practical applications and time to review the kinds of questions you'll find in the CAPM® Exam. What you Will Learn Apply for the CAPM® Examination Develop a personal exam preparation plan Describe the structure, intent, and framework principles of the current edition of the PMBOK® Guide Explain the PMBOK® Guide Knowledge Areas, as well as their inter-relationships with the each other and the Process Groups Getting Started Program orientation The CAPM® certification process Certified Associate in Project Management (CAPM®) Examination Content Outline CAPM® eligibility requirements Code of Ethics and Professional Conduct Application options Foundation Concepts Skills and qualities of a project manager Project management terminology and definitions Relationship of project, program, portfolio, and operations management Project lifecycle approaches Project Integration Management Review Project Integration Management Knowledge Area Develop Project Charter Develop Project Management Plan Direct and Manage Project Work Manage Project Knowledge Monitoring and Controlling Perform Integrated Change Control Close Project or Phase Project Stakeholder Management Review Project Stakeholder Management Knowledge Area Identify Stakeholders Plan Stakeholder Engagement Manage Stakeholder Engagement Monitor Stakeholder Engagement Project Scope Management Review Project Scope Management Knowledge Area Plan Scope Management Collect Requirements Define Scope Create WBS Validate Scope Control Scope Project Schedule Management Review Project Schedule Management Knowledge Area Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Control Schedule Project Cost Management Review Project Cost Management Knowledge Area Plan Cost Management Estimate Costs Determine Budget Control Schedule Project Resource Management Review Project Resource Management Knowledge Area Plan Resource Management Estimate Activity Resources Acquire Resources Develop Team Manage Team Control Resources Project Quality Management Review Project Quality Management Knowledge Area Plan Quality Management Manage Quality Control Quality Project Risk Management Review Project Risk Management Knowledge Area Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Implement Risk Responses Monitor Risks Project Communications Management Review Project Communications Management Knowledge Area Plan Communications Management Manage Communications Monitor Communications Project Procurement Management Review Project Procurement Management Knowledge Area Plan Procurement Management Conduct Procurements Control Procurements Summary and Next Steps Program Review Mock CAPM® Exam Getting Prepared for the CAPM® Exam After the CAPM® Exam
Certified Associate in Project Management (CAPM)® Exam Prep: In-House Training: In-House Training This course gives you the knowledge you need to pass the exam and covers CAPM®-critical information on project management theory, principles, techniques, and methods Are you planning on taking the CAPM® examination? This course gives you the knowledge you need to pass the exam and covers CAPM®-critical information on project management theory, principles, techniques, and methods. You'll also have an opportunity for practical applications and time to review the kinds of questions you'll find in the CAPM® Exam. What you Will Learn Apply for the CAPM® Examination Develop a personal exam preparation plan Describe the structure, intent, and framework principles of the current edition of the PMBOK® Guide Explain the PMBOK® Guide Knowledge Areas, as well as their inter-relationships with the each other and the Process Groups Getting Started Program orientation The CAPM® certification process Certified Associate in Project Management (CAPM®) Examination Content Outline CAPM® eligibility requirements Code of Ethics and Professional Conduct Application options Foundation Concepts Skills and qualities of a project manager Project management terminology and definitions Relationship of project, program, portfolio, and operations management Project lifecycle approaches Project Integration Management Review Project Integration Management Knowledge Area Develop Project Charter Develop Project Management Plan Direct and Manage Project Work Manage Project Knowledge Monitoring and Controlling Perform Integrated Change Control Close Project or Phase Project Stakeholder Management Review Project Stakeholder Management Knowledge Area Identify Stakeholders Plan Stakeholder Engagement Manage Stakeholder Engagement Monitor Stakeholder Engagement Project Scope Management Review Project Scope Management Knowledge Area Plan Scope Management Collect Requirements Define Scope Create WBS Validate Scope Control Scope Project Schedule Management Review Project Schedule Management Knowledge Area Plan Schedule Management Define Activities Sequence Activities Estimate Activity Durations Develop Schedule Control Schedule Project Cost Management Review Project Cost Management Knowledge Area Plan Cost Management Estimate Costs Determine Budget Control Schedule Project Resource Management Review Project Resource Management Knowledge Area Plan Resource Management Estimate Activity Resources Acquire Resources Develop Team Manage Team Control Resources Project Quality Management Review Project Quality Management Knowledge Area Plan Quality Management Manage Quality Control Quality Project Risk Management Review Project Risk Management Knowledge Area Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Implement Risk Responses Monitor Risks Project Communications Management Review Project Communications Management Knowledge Area Plan Communications Management Manage Communications Monitor Communications Project Procurement Management Review Project Procurement Management Knowledge Area Plan Procurement Management Conduct Procurements Control Procurements Summary and Next Steps Program Review Mock CAPM® Exam Getting Prepared for the CAPM® Exam After the CAPM® Exam
Scrum Master Workshop: In-House Training A Scrum Master helps project teams properly use the Scrum framework, increasing the likelihood of the project's overall success. Scrum Masters understand Scrum values, practices, and applications and provide a level of knowledge and expertise above and beyond that of typical project managers. Scrum Masters act as 'servant leaders', helping the rest of the Scrum Team work together and learn the Scrum framework. Scrum Masters also protect the team from both internal and external distractions. What you will Learn You'll learn how to: Comprehend the Agile Manifesto and mindset Explain the fundamental principles of Scrum Guide the Scrum team in their responsibilities Write requirements in the form of user stories Define Ready and Done Estimate using planning poker and prioritize using MoSCoW Facilitate the team through the 5 Sprint events Fulfill the role of Scrum Master in a Scrum project Create Information Radiators to enable transparency Define the structure of the retrospective Foundation Concepts Agile History, Values, and Mindset Introduction to Scrum Scrum events Scrum artifacts Scrum Roles and Responsibilities Product Owner responsibilities Scrum Master responsibilities The Team responsibilities Cross-functional Teams Building Effective Teams The Product Backlog and User Stories The Product Backlog User Stories Definition of Done Backlog grooming Estimating User Stories Story points, planning poker Prioritizing User Stories The Sprint Team capacity and velocity The Sprint Planning Meeting The Sprint Backlog The Sprint Learning to self-manage, self-organize, self-improve Sprint Review and Retrospective Project Progress and Completion The Daily Scrum The Task Board and The Burndown Chart Information Radiators Closing a Scrum Project Summary and Next Steps Review of course goals, objectives, and content
Scrum Master Workshop A Scrum Master helps project teams properly use the Scrum framework, increasing the likelihood of the project's overall success. Scrum Masters understand Scrum values, practices, and applications and provide a level of knowledge and expertise above and beyond that of typical project managers. Scrum Masters act as 'servant leaders', helping the rest of the Scrum Team work together and learn the Scrum framework. Scrum Masters also protect the team from both internal and external distractions. What you will Learn You'll learn how to: Comprehend the Agile Manifesto and mindset Explain the fundamental principles of Scrum Guide the Scrum team in their responsibilities Write requirements in the form of user stories Define Ready and Done Estimate using planning poker and prioritize using MoSCoW Facilitate the team through the 5 Sprint events Fulfill the role of Scrum Master in a Scrum project Create Information Radiators to enable transparency Define the structure of the retrospective Foundation Concepts Agile History, Values, and Mindset Introduction to Scrum Scrum events Scrum artifacts Scrum Roles and Responsibilities Product Owner responsibilities Scrum Master responsibilities The Team responsibilities Cross-functional Teams Building Effective Teams The Product Backlog and User Stories The Product Backlog User Stories Definition of Done Backlog grooming Estimating User Stories Story points, planning poker Prioritizing User Stories The Sprint Team capacity and velocity The Sprint Planning Meeting The Sprint Backlog The Sprint Learning to self-manage, self-organize, self-improve Sprint Review and Retrospective Project Progress and Completion The Daily Scrum The Task Board and The Burndown Chart Information Radiators Closing a Scrum Project Summary and Next Steps Review of course goals, objectives, and content
Recovering Troubled Projects Despite our best intentions, many of the projects that organizations undertake either don't achieve their intended business results or end in complete failure. Most seasoned project managers have had their share of experiences with difficult or troubled projects and unless they are careful, they will encounter more. This workshop does not focus on 'failed' projects but rather on those projects which without appropriate intervention would be headed for failure. Failed projects are those beyond help and which should be terminated. Here we focus on projects that are salvageable. It is an exercise-driven, no-nonsense, professional practice-focused workshop positioning the participant to immediately apply the tools and lessons learned in the classroom. The workshop employs the use of both illustrative and practical/working case studies. Illustrative case studies will examine insights from real-world troubled projects. Participants will be asked to bring descriptions of their own examples of troubled projects on which they're currently working or on which they have worked in the past. A number of these will be used as the basis for the practical/working case studies. The approach builds on and complements the disciplines addressed in Project Management Institute's PMBOK® Guide and also addresses issues that arise when managing projects in a complex environment. What You Will Learn You will learn to: Recognize the value of a structured project recovery process Explain the reasons most projects fail Analyze the causes of a project's troubles Construct a negotiation process to use with key stakeholders Apply an effective strategy to planning the recovery effort Manage, evaluate, and adjust the ongoing recovery effort Foundation Concepts Recognizing a troubled project Defining the project recovery process The Reasons Projects Fail Putting failure in perspective Reviewing management issues Analyzing planning issues Exploring complexity issues Assess the Project Stabilizing the project Determining preliminary Go / No-Go Conducting a detailed recovery assessment Negotiate the Recovery Reviewing the basics of negotiation Setting reasonable expectations Obtaining appropriate PM authority Securing key stakeholder support Plan the Recovery Planning for recoveries Rebuilding the project team Reshaping the project plan Managing parallel activities Planning for change management Implement and Adjust the Project Implementing project recoveries Facilitating change Enabling continuous learning Fostering the project team Sustaining stakeholder engagement
Recovering Troubled Projects: In-House Training Despite our best intentions, many of the projects that organizations undertake either don't achieve their intended business results or end in complete failure. Most seasoned project managers have had their share of experiences with difficult or troubled projects and unless they are careful, they will encounter more. This workshop does not focus on 'failed' projects but rather on those projects which without appropriate intervention would be headed for failure. Failed projects are those beyond help and which should be terminated. Here we focus on projects that are salvageable. It is an exercise-driven, no-nonsense, professional practice-focused workshop positioning the participant to immediately apply the tools and lessons learned in the classroom. The workshop employs the use of both illustrative and practical/working case studies. Illustrative case studies will examine insights from real-world troubled projects. Participants will be asked to bring descriptions of their own examples of troubled projects on which they're currently working or on which they have worked in the past. A number of these will be used as the basis for the practical/working case studies. The approach builds on and complements the disciplines addressed in Project Management Institute's PMBOK® Guide and also addresses issues that arise when managing projects in a complex environment. What You Will Learn You will learn to: Recognize the value of a structured project recovery process Explain the reasons most projects fail Analyze the causes of a project's troubles Construct a negotiation process to use with key stakeholders Apply an effective strategy to planning the recovery effort Manage, evaluate, and adjust the ongoing recovery effort Foundation Concepts Recognizing a troubled project Defining the project recovery process The Reasons Projects Fail Putting failure in perspective Reviewing management issues Analyzing planning issues Exploring complexity issues Assess the Project Stabilizing the project Determining preliminary Go / No-Go Conducting a detailed recovery assessment Negotiate the Recovery Reviewing the basics of negotiation Setting reasonable expectations Obtaining appropriate PM authority Securing key stakeholder support Plan the Recovery Planning for recoveries Rebuilding the project team Reshaping the project plan Managing parallel activities Planning for change management Implement and Adjust the Project Implementing project recoveries Facilitating change Enabling continuous learning Fostering the project team Sustaining stakeholder engagement