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Project Management Excellence

Offered six times in 2022 in three six hour sessions for 18 CPE credits. (Dates listed below for 2022) The sessions will run from 9:00 a.m. to 3:00 p.m. Central Time.

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 in this CPE event is on introducing the terminology along with the basic tools and techniques for starting and running simple projects in a hands-on way.

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.

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.

The retail cost of this CPE event is $1,200.00 per attendee.

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

Future Dates for CPE Events

  • Monday-Wednesday - October 24-26, 2022;

  • Monday-Wednesday - December 5-7, 2022.


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!