On Demand


Dynamic Interactive Virtual Course


Traditional In-Person Workshop



  • 6 Hours on Demand
  • 4×3 Hour Virtual Sessions
  • 2 Days in Person


This course provides practical insights into project management and how it is performed in a structured manner. You will learn how projects are selected, initiated, planned, executed, monitored and control, as well as closed. The goal of this course is to provide an essential orientation to practical project management concepts, tools, and techniques.


You Will Learn

  • Articulate on the basics of the project management profession
  • Explain project management terms and concepts in practice
  • How to  select the right project
  • Employ a disciplined approach to initiating, planning, and managing projects to closure
  • Identify and describe the roles and responsibilities of key project stakeholders
  • Consider standard project processes to implement based on the PMBOK® Guide

Course Outline

Getting Started

  • Introductions
  • Course orientation
  • Participants’ expectations

Module 1: Foundation Concepts

  • Key terms and concepts
  • Organizational framework
  • Leadership framework

At the conclusion of Module 1, you’ll be able to:

  • Define key terms and concepts essential for a practical approach to project management
  • Articulate on the five Process Groups and ten Knowledge Areas in the PMBOK® Guide
  • Assess how organizational structures impact management of projects
  • Distinguish leadership characteristics for project managers to be effective


  • Group Exercise: What are characteristics common to all projects?
  • Group Exercise: What makes a project fail?
  • Group Exercise: What are the characteristics of a great project manager?
  • Class Discussion: Organizational Structures
  • Class Discussion: Leadership 

Module 2: Originating and Initiating

  • Originating projects
  • Initiating projects

At the conclusion of Module 2, you’ll be able to:

  • Differentiate between originating and initiating projects
  • Understand organizational project and portfolio management, and their role in project selection
  • Identify and evaluate project selection criteria
  • Understand the importance of a project charter and create project objectives
  • Analyze stakeholders and articulate the value of conducting a stakeholder analysis


  • Group Exercise: What do you need to consider when selecting a project?
  • Class Discussion: Originating
  • Discussion: What are the standard Project Charter contents?
  • Exercise:  Developing Project Charter objectives
  • Exercise: Stakeholder Analysis

Module 3: Planning

  • Planning overview
  • Scope and quality planning
  • Resources and risk planning
  • Schedule and cost planning
  • Project baselining

At the conclusion of Module 3, you’ll be able to:

  • Develop a project management plan with its major elements
  • Develop a work breakdown structure and articulate on what comprises a scope baseline
  • Apply appropriate tools to plan for risks and staffing
  • Differentiate between effort and duration, costs and budgets, and the different estimating techniques
  • Understand what comprises a project baseline that includes contingency reserve


  • Group Exercise: Develop a WBS
  • Group Exercise: What are the steps for a Project Risk Assessment
  • Group Exercise: Risk Registry

Module 4: Executing and Controlling

  • Executing
  • Monitoring and Controlling

At the conclusion of Module 4, you’ll be able to:

  • Describe the processes for executing and monitoring & controlling the project management plan
  • Create a healthy team, understanding the difference between a healthy and dysfunctional team
  • Assess appropriate engagement levels for project stakeholders to effectively manage engagement
  • Monitor and control project execution, understanding variance analysis and management


  • Group Exercise: What do you see first?
  • Group Exercise: Manage stakeholder engagement
  • Group Exercise: Managing Change
  • Class Discussion: Monitoring and Controlling

Module 5: Closing

  • Project closing overview
  • Closing administratively
  • Closing financially

At the conclusion of Module 5, you’ll be able to:

  • Describe the three major closing activities
  • Evaluate post-deployment results and meet the challenges
  • Develop a checklist for transition and administrative closure activities
  • Conduct lessons learned sessions to bring about process improvement
  • Acknowledge success via forms of recognition and rewards


  • Group Exercise: What do you need to do to close a project?
  • Class Exercise Brainstorming: Transitioning and administrative closure

Summary and Next Steps

  • Review of goals, objectives, key concepts, and expectations