The student will be performing or preparing for the following job activity:
- Program Manager (Initiate, Plan, Execute, Close Process Groups)
- Project Manager (Initiate, Plan, Execute, Close Process Groups)
- Project Expediter (Initiate, Plan, Execute, Close Process Groups)
- Project Coordinator (Plan, Execute, Close Process Groups)
The student will be provided with the following job aids and class materials:
- Student Guide
- Key Reference Materials:
- Project Process Overview Chart – A chart describing the key facilitations and deliverables on a project.
- Project Process Chart – A chart describing the processes within each project facilitation
- Project Roles & Responsibilities – A document describing project key roles and their key responsibilities
- Project Management Guides – A chart for each facilitation that describes the inputs, processes steps, and outputs
- Project Process Step Guides – A chart for each step that describes the objective, inputs, scope, and potential agenda
- Glossary of Project Terms – A document describing definitions key to the project management process.
- Project Management Control Guides – A document describing the key project management skill areas (risk management, cost management, etc.) including forms, roles, processes involved and key information needed to be successful with each skill.
Should Have:
Must Have:
- Read and performed the pre-class exercises
- Read the project role descriptions
- Reviewed the class business case
Students should bring to class:
- A laptop capable of accessing the companies project management methodology and template documents
Purpose: To be able to demonstrate how to facilitate core project management capabilities needed in the project management life cycle
Objective: Following this session students will be able to:
- Describe and leverage the key project roles in a project process
- Perform the process steps in 8 key project facilitations
- Describe the value of a charter and the key elements that set the foundation for a project
- Compete the required key project documents
- Demonstrate how other tools are helpful in completing the key project documents
- Demonstrate how to use the Practitioner Guide to follow the facilitation
- To prepare for decision points in the project
Employing these new skills will result in:
- The ability to follow a defined project process that assure that decisions are being at the right time with the right people
- The ability to have effective project conversations that result in clear decisions which are recorded in the key project documents
- The ability to assess risk of project results more effectively by assuring that the right Process Owners and all of the work is identified
- The ability to leverage the right project structure
- The ability to leverage SMART project objectives and success criteria
The course outline is as follows:
- Overview
- Project Management Background
- Project Roles
- Project Phases and Facilitations
- Course Overview
- Initiate Process Group
- Sponsor Facilitation – Develops or validates portions of a project Charter including: Leadership assignments, SMART project objective, constraint priority, and project governance.
- Stakeholder Facilitation Develops or validates the remaining portions of a charter including: success criteria, scope, schedule, budget, stakeholder management plan.
- Plan Process Group
- Deliverable Facilitation – Focuses on defining business requirements, deliverable, schedule, risks, to build the plan and to that controls the project execution.
- Task – Assures that work owners have assigned and allocated resources to the work, confirms the plan, and readies to being project execution.
- Execute Process Group
- Perform – Manages plan based on facts and creates corrective and preventative actions (CAPA) necessary to gain the project’s success criteria while controlling schedule and cost.
- Control – Audits completed project work and uses CAPA to manage changes on the project
- Close Process Group
- Learn – Gathers important project learning to create a few valuable implementable ideas
- Close – Assures that the project is closed (archived) and scored using a scorecard.
