Getting Project Results
Private Training

Course Summary

This 2-day workshop walks participants through all phases of the procurement process, giving them the skills needed to effectively contract outside resources while avoiding the potential traps and pitfalls along the way. It also covers information concerning organizational planning and staff acquisition that is critical to obtaining the right people.

Those working on a project who will be going outside their company for support during the project life cycle.
Course Length
2 Days


How to effectively staff the project.

Use the procurement process as a method for accomplishing project objectives.

Learn to write an effective statement of work avoiding traps that doom many procurement efforts.

How to select the best contractor for the work that needs to be done.

Learn how to analyze and assess a proposed contract to identify potential problem areas.

Ensure the right elements are in place to effectively control a vendor’s work.

Detailed Outline

  1. Introduction
    • Overview
    • Workshop Logistics
    • Workshop Materials
    • How to Get the Most out of this Workshop
    • Objectives/ Contents
  2. Pre-Reading Assignment
    • Overview of Project Processes
    • Organizational Planning
    • Tools and Techniques
    • Templates
    • Human Resource Practices
    • Stakeholder analysis
    • Organizational Theory
    • Outputs
    • The Staffing Management Plan
    • Supporting Detail
  3. Staff Acquisition
    • Inputs
    • Staffing Management Plan
    • Staffing Pool Description
    • Recruitment Practices
    • Pre-assignment
    • Negotiation
    • Procurement
    • Project Staff
  4. Project Procurement Management
    • Contract
    • Roles and Responsibilities
  5. Procurement Planning
    • Make-or-Buy Analysis
    • Other Considerations
    • Outputs
  6. Contract Pricing Approach
    • Contract Pricing Types
    • Fixed Price
    • Unit Price
    • Cost Sharing
    • Cost Reimbursable
    • Time and Materials
  7. Statement of Work Preparation
    • Preparing a Statement of Work
    • Key Considerations
    • Tips
  8. Solicitation Planning
    • Procurement Documentation
    • Request for Proposal
    • Determining Potential Sellers or Bidders
    • Preparing a Solicitation Plan
    • Evaluation Criteria
    • Weighting System
  9. Solicitation
    • Solicitation Procedures
  10. Source Selection
    • Key Actions to Prepare for Source Selection
    • Tips for a Successful Evaluation
    • Fundamentals of Negotiation
    • Conclusion of Source Selection
  11. Contract Administration
    • Performance Monitoring
    • Compliance with Terms and Conditions
    • Handling Noncompliance
    • Termination
    • Contract Change Management
    • Invoicing and Payment
  12. Contract Closeout
  13. Summary and Conclusion