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Best Practices:
Project Management

Offered biweekly on Mondays in one four hour CPE event

This training event gets the attendee ready to meet the challenges of a high-tech, global marketplace to lead small projects and create successes for organizations.

 

Build a solid base of project management knowledge, best practices, techniques, and tools in this 4 hour CPE event that covers the entire project life cycle.

 

The key to success for all project teams is to have effective project management leadership.

The use of project management skills is needed by internal control specialists, accountants, auditors, information technology professionals, project leaders and managers.

 

In this CPE event, you will review the critical practices and techniques that have been proven necessary for project management success.

While aligned with the Project Management Institute's (PMI) framework, this seminar is specifically designed to focus on the needs of the new project leader. The attendee will acquire the knowledge on how to get projects started and how to be successful as a project leader.

Each attendee will receive 4 CPE Hours (YB). A certificate of completion will be provided.

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: 4, based on 50 minutes of instruction per hour

CPE Event Highlights

We created this overview event to:

  • Ensure projects are managed for success from the initiation

  • Learn the basics for effectively data gathering and documenting project deliverables

  • Understand the role of the project manager, project leader, business analyst, and others in managing projects

  • Development of project plans that include realistic scope, schedules, budgets, and risks

  • Learn how to effectively track and communicate the project's execution

  • Move from being consciously incompetent to being consciously competent in project leadership

 

Learning Objectives

Attendees will be able to:

  • Initiate a projects

  • Address the basics of project planning

  • Execute a project

  • Monitor and control a project

  • Close out a project

 

Key Concepts on the Agenda

Section 1 - Introduction and Background

  • Instructor's Perspective

  • Is "It" a Project

  • What is Project Management and Leadership?

  • Skills Needed

  • Organizational Structures

  • Project Life Cycle

  • Project Management Knowledge Areas

Section 2 - Project Charter

  • Project Charter Inputs

  • Project Concept Approval

  • Project Charter Development

  • Project Charter Formalization

Section 3 - Project Scoping

  • Project Management Plan

  • Scope Planning

  • Scope Definition

  • Project Scope Statement

Section 4 - Task Design and Planning

  • Work Breakdown Structures

  • Communicating the Project Plan

  • Quality Control Points

Section 5 - Project Risk Assessment

  • Risk Management - Quality Control

  • Identifying Inherent Risks

  • Internal Controls to Mitigate Project Risks

  • Risk Response Planning

Section 6 - Resource Estimates and Planning

  • Purchases and Acquisitions

  • Contracting

  • Human Resource Planning

  • Task Activity Definition

  • Task Activity Sequencing

  • Section 7 - Project Scheduling and Budgeting

  • Task Activity Resource Estimating

  • Project Scheduling

  • Cost Estimating

Section 8 - Project Team

  • Mapping the Plan to the Team

  • Acquiring Resources

  • Developing Resources

  • Distributing Project Information

Section 9 - Project Performance

  • Requests for Proposals

  • Finding Vendors

  • Developing Evaluation Criteria

  • Selecting Vendors

  • Quality Assurance Procedures

  • Monitoring and Reporting

  • Project Administration

  • Managing the Project Team

  • Managing Stakeholders

  • Performance Measurements

Section 10 - Change Management

  • Integrated Change Control

  • Managing Costs

  • Managing the Schedule

  • Managing the Risks

  • Controlling Scope Changes

Section 11 - Closing Out the Project

  • Utilizing Quality Controls

  • Verifying the Project Scope

  • Project Closeout

  • Contract Closing

  • Releasing Resources

Section 12 - Going Forward

  • Ensuring Integrity

  • Knowledge Management

  • Stakeholders' Interests

  • Roadmap to Successful Projects

  • Dave's Lessons Learned