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Nuts and Bolts of Project Management

Course Code



2 Days

This course focuses on the PMI-defined process groups of Initiating, Planning, Executing, Monitoring and Controlling, and Closing of projects with an emphasis on Planning. Participants will develop practical project management knowledge and apply project management tools and processes to case study scenarios. The workshop includes three different case studies from which participant teams can choose. All topics are supported with a PowerPoint presentation and, where applicable and pertinent, a case study exercise. Participant guides consist of full-text narratives usable for future reference.
This course is designed for individuals managing projects.
Introduction/Ground rules/Icebreaker

Project Management Nuts and Bolts – The Basics

Project Management Terminology
The 5 Project Management Process Groups
The Triple Constraint
Overview of Stakeholder Roles and Responsibilities
Case Study Selection

The Art of Interpersonal Awareness
Understanding Personal Communication Dimensions and Preferences
Enhancing Your Communication Skills
Exercise: Planning for Communication Versatility

Accepting Your Project Assignment
Why is Your Project Necessary?
What Makes Your Project Feasible?
Case Study Exercise: Embracing the Project Charter
Identifying and Analyzing Your Stakeholders
Formulating a Stakeholder Management Strategy
Case Study Exercise: Create a Stakeholder Register

Validating Your Project’s Scope
Scope Description
Case Study Exercise: Create a Scope Statement
Identifying Your Project’s Pieces and Parts
How to Create a WBS
Defining Activities for Delegation
Case Study Exercise: Create a WBS and an Activity List

Day 1 Wrap Up
Create Lessons Learned
Formulate a Personal Action Plan

Bridging Exercise from Day 1

Estimating Your Project’s Effort and Costs

The Irony of Accurate Estimating
Relationships between Effort, Duration, and Cost
Estimating Techniques
Using Estimates to Create a Project Budget and Schedule
Large Group Exercise: Estimating Activities

Planning the Schedule
Sequencing Project Activities
How to Build a Network Diagram using Precedence Logic
Case Study Exercise: Create a Network Diagram
Understanding Your Critical Path
Setting the Project’s Baseline

Planning for Project Control
The Communication Plan
The Change Control Plan

Planning for Project Control (continued)
The Risk Management Plan
Case Study Exercise: Create a Risk Management Plan

Executing the Project Activities
Directing and Managing the Work
Developing Your Team
Understanding Your Team’s Progress and Status

Monitoring Progress and Taking Corrective Action
Reporting Your Project’s Performance to Stakeholders
Determining When and What Corrective Action is Necessary
Using the Formal Change Control Process
Case Study Exercise: Take Corrective Action

Closing Your Project
The Value of Closing Proactively
Keeping It Simple
Case Study Exercise: Finalize and Share Workshop Lessons Learned

Wrap Up / Q and A / Workshop Evaluations
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