Got Projects?
Private Training

Course Summary

Individuals managing smaller, shorter-term projects often wear multiple hats and have other job duties on top of their project responsibilities. This highly interactive workshop equips such jugglers to deliver great project results more efficiently and with less stress. Participants gain a solid understanding of the 4 phases in every project: planning, specifying, building, and implementing, and the 4 project disciplines: project management, business analysis, product development, and change management.

Individuals on small projects who would never think of attending a formal project management business analysis, change management, or product development workshop.
Course Length
2 Days


Learn how to create a solid project plan.

Interview project stakeholders to create a detailed set of defined characteristics for the project’s end product.

Resolve differing stakeholder needs, acquire needed resources, and manage expectations.

Coordinate current week’s activities, monitor progress to identify gaps between what was planned and what actually happened, and adjust the next week’s activities to close the gap.

Plan for and manage the change resistance that accompanies projects.

Detailed Outline

  1. Introduction
    • Workshop Logistics
    • Workshop Materials
    • How to get the most out of this workshop
    • Objectives
  2. Projects
    • What is a project?
    • Project Triangle
    • Project Participants
    • What Defines a Successful Project?
    • Project Phases
    • Project Size
    • Project Disciplines
    • Focus on this workshop
  3. Functional Roles
    • Project Manager
    • Business Analsyst
    • Domain Experts
    • Change Manager
    • Functional Roles and the Project Team
    • Task Mapping
  4. The Project Plan
    • Planning Phase Functional Roles
    • Rolling Wave Planning
    • Project Plan
    • Project Benefit/Objectives
    • Deliverables
    • Project Approach
  5. Task Identification
    • Work Breakdown Structure
    • Benefits of the Work Breakdown Structure
    • Hierarchy
    • Work Breakdown Structure Graphical Conventions
    • Diagraming Rules
    • Resource Assignments
  6. Estimating
    • Estimating Accuracy
    • Duration and Cost
    • Approaches for Estimating
    • WAG
  7. Sequencing and Scheduling
    • Sequencing
    • Scheduling
    • Network Diagram
    • Task Dependencies
    • Lead and Lag Time
    • Milestones
    • Establishing a Network Diagram
    • Critical Path
    • Apply the Calendar
    • Gantt Chart
  8. Negotiating
    • Common Deficiencies and Problems
    • Key Elements in Developing Commitment/Ownership to the Solution
    • How Do You Do It?
  9. Interviewing
    • Specifying Phase Functional Roles
    • The Facts
    • Interviewing the Stakeholder
    • Interview Structure
    • Questioning and Listening Techniques
    • Listening for Requirements
  10. Requirements
    • Identifying Requirements
    • Writing Requirements
    • Requirements Organization
    • Requirements Approval
  11. Project Dynamics
    • Building Phase Functional Roles
    • Weekly Project Meeting
    • Issue Tracking
    • Project Sway
    • Reschedeling
    • Status Reporting
    • Triangle Flexibility
    • Steering the Project
  12. Design, Develop and Verify
    • Product Design
    • Design Activities
    • Develop
    • Domain Experts
    • Hire or Become a Domain Expert
    • Product Verification
    • Traceability Matrix
  13. Change Resistance and Acceptance
    • All Projects Bring About Change
    • Stages of Change
    • Resistance
    • Change Strategies
    • Plan the Change
    • Strategy Development
  14. Product Adoption and Project Closure
    • Implementation Phase Functional Roles
    • Project Adoption
    • Project Closure
    • Lessons Learned
  15. Summary and Conclusion
    • Projects
    • Project Phases
    • Functional Roles and the Project Team
    • Project Activities
    • Project Tools
    • You and Your Future Projects