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Project Management for Team Members

Course Code



2 Days

This workshop focuses on the team member's role in the successful planning and execution of a project. The concepts are in alignment with the PMI-defined process groups of Initiating, Planning, Executing, Monitoring and Controlling, and Closing of projects, but are presented in a way that clarifies the practical and tactical needs of the team member.

Participants will develop practical skills to be efficient and effective team members and practice those skills in case study scenarios. 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.

For our clients who have an internal project lifecycle, we will work to incorporate references to that lifecycle into our workshop presentation so that project management concepts are as easily transferable into your working environment as possible.
This course is designed for project managers.
Please reference the course topics.
Introduction/Ground rules/Icebreaker

Project Management Basics and Terms

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

The Delicate Art of Teaming
Understanding Personal Dimensions and Preferences
Evaluate Your Own Team Member Style
The Dysfunctions of a Team
Exercise: Planning Team Success Strategies

Jumping into Your Project Effectively
Why is Your Project Necessary and Strategic?
What Makes Your Project Feasible?
Identifying Your Stakeholders
Case Study Exercise: Understanding the Charge

Validating Scope
Scope Description
Case Study Exercise: Create a Scope Statement
A "Good Enough" Project Plan
The Return on Investment of Planning

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

Your Role in Creating Project Estimates

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

Your Role in Creating the Project Schedule
Sequencing Project Activities
How to Build a Network Diagram using Precedence Logic
Case Study Exercise: Create a Network Diagram
Understanding Your Critical Path
What is a Project Baseline

Assisting in Project Control
Communication is Key to Success
Planning for Uncertainty and Risk
Case Study Exercise: Create a Risk Register

Execution: The "Real" Work!
What Your Project Manager Can Do for You
Your Role in Project Execution
What Goes in My Status?
10 Steps to a Productive Meeting

When Things Don't Go According to Plan
Understanding What is Happening
Your Role in Taking Corrective Action when 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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