- Professionals who are tasked with managing projects (industry independent) that involve multiple people from different disciplines.
- Project Managers, Process Engineers, Managers, Plant Managers, Account Managers, and anyone involved with managing tasks or projects on a day-to-day basis.
- To create understanding of the project management process as prescribed by the Project Management Institute’s Project Management Body of Knowledge.
- To reinforce the application of the project management process specifically to real / live client projects by creating key deliverables (e.g. Project Schedule, Stage Gate Review, Status Reports) for those projects
- To understand the expectations and duties of key roles in the process, including the Project Manager, the Decision Team/Sponsor, and other key roles throughout the project lifecycle
- See detailed course outline below
- Participants will work on exercises independently, but share learning as a group. Participants will be asked to come to the session ready to work on a project in which they are involved that has either recently started, or is planned to begin in the very near future. For instances where that is not possible, a case study will be provided.
- Participants will receive a “Project Manager Workbook”, which is a multi-tabbed EXCEL workbook with templates for every tool covered in class (plus some extras).
A laptop with Microsoft Excel could be helpful, but is not a necessity. Each participant will receive a multi-tabbed Excel workbook with templates, but exercises can be worked manually in class as well.
Pete Evanelista is an expert Project, Program, and Portfolio Manager, managing high impact and high visibility projects for the last twenty-five years. Pete provides leadership in process improvement, software and toolsets, training, education, and mentoring with training topics ranging from PM structure to communications to computer tool training (MS-Project). Pete has been a Managing Director at one of the “Big 5” consulting firms as well as teaching Project Management at the graduate (MBA) and undergraduate levels. Training clients include: Sherwin-Williams Corp, J.M. Smucker Co., Eaton Corp, Diebold Corp., Progressive Insurance, University Hospitals, KeyBank, Bendix Corp., Goodyear Corp, Baxter Healthcare, Austin Powder Co., Aclara Corp, Morrison Products, Inc., Crown Cork and Seal, Meyer Products, Preferred Compounding, Schneller LLC, and others. Pete’s students have commented that his style, practical examples and exercises, bring course concepts to life in a way that really sinks in and can be applied immediately after leaving the classroom. Pete runs engaging courses that rely on his understanding of both the structural and human sides of running projects and business operations.
Detailed Course Outline
Day 1: Project Management Framework and hands-on Planning – “Planning for Success”
- Introductions / Course objectives / Ground rules
- Project Basics: definition and defining attributes
- Project Management Lifecycle
- The five stages for the lifecycle
- Monitoring and Controlling
- Project Objective: Results Definition
- Business Case
- How do we know this is a good investment for the organization?
- How does this project compare to other concurrent projects, for prioritization of work and resource conflict resolution?
- Project App / Charter
- Project Scope exercise
- Schedule Development
- Work Break-down Structure (WBS) exercise
- Task Sequencing – Dependencies exercise
- Estimating exercise
- Task Assignments exercise
- Critical Path Analysis and Management exercise
- Setting the baseline
- Communication Planning
- Q & A / Wrap-up
Day 2: Project Management Monitoring & Controlling “Keeping the project on track when dealing with reality”
Project Executing and Monitoring and Controlling
- Risk Management exercise
- Develop Response
- Project Scope Change Management exercise
- Issue Management exercise
- Assessment of alternatives
- Develop Recommendation
- Communicating throughout the project lifecycle
- Status Reporting exercise – Information Distribution
- Message Targeting – Getting the right info to the right stakeholder at the right time
- Stakeholder Assessment exercise – ‘who needs to know what?’
- Reading / Navigating the Landscape exercise – environmental factors / project team dynamics
- Revisit Communication Planning from Phase 1 exercise
- 1-Minute Update exercise
- Project Review Meeting / Lessons Learned
- Financial Close-out