Project Management Foundations – Workshop


This 2-day hands-on, discussion-oriented workshop allows students to gain a foundational knowledge of project management best practices and provides the opportunity to apply their project management learnings to real-life scenarios. Covering both predictive and adaptive approaches, the workshop emphasizes utilizing the practices that will be most effective within your organization.

Students will benefit from this course by understanding the foundational principles, terms, and approaches of project management, learning more effective use of industry-standard project management tools and techniques, and by gaining experience via workshop activities to practice utilizing project management frameworks. Concepts learned and practiced in this course are immediately applicable to ongoing projects.

Note: This course has been approved by PMI for 16 PDUs.


Understand and use project management core terms
Explain key project management concepts and their importance to project and organizational success
Identify key stakeholder roles and leverage them to engage all stakeholders
Develop components of a project management plan appropriate for any type or size of the project
Select the best practices for a project and apply them appropriately to benefit the project and organization

Course Outline:

1 – Project Context

  • Projects, Products, and Processes
  • Project Management Challenges
  • Project Management and the Project Life Cycle
  • Organizational Context
  • Definition of Project Success
  • Notes: Workshop Activities with Breakout Group Exercises Integrated Throughout Course Outline

2 – Project Approach

  • Predictive and Adaptive Approaches
  • Review of Agile
  • Applying What Works to Your Environment

3 – Partnering with Stakeholders

  • Identifying Stakeholders
  • Roles and Responsibilities
  • Key Project Roles
  • RACI Diagrams Exercise

4 – Starting a Project

  • Project Prioritization and Selection Process
  • Project Charters
  • Developing a Charter Exercise

5 – Planning a Project

  • Plan a Project Exercise
  • The PM Plan Components
  • The Triple+ Constraints

6 – Defining Project Scope

  • The Work Breakdown Structure (WBS)
  • Creating a WBS Example

7 – Defining and Estimating Activities

  • Getting to Activities from the WBS
  • Defining Activities Exercise
  • Effort and Duration
  • Estimating Techniques
  • Estimating Resources
  • Roll Wave Planning
  • Estimating Activities Exercise

8 – Developing the Project Schedule

  • Sequencing Activities
  • Dependencies, Leads, and Lags
  • The Critical Path and Float
  • Schedule Compression
  • Schedule Formats
  • Developing a Budget
  • Creating a Partial Schedule and Budget Exercise

9 – Planning Project Communications

  • Project Communication Challenges and Best Practices
  • Analyzing Stakeholder Communication Needs
  • Tailoring Stakeholder Communications
  • Communications Matrix
  • Creating a Project Communications Plan Exercise

10 – Planning Project Risk Management

  • Roles and Responsibilities in Risk Management
  • Risk Identification Challenges
  • Identifying Risks: Knowns and Unknowns
  • Contingency Reserves
  • Risk Analysis
  • Expected Monetary Value (EMV)
  • Risk Triggers
  • Risk Registers
  • Planning Risk Responses
  • Creating Risk Register Exercise

11 – Executing a Project

  • Leading and Managing Projects
  • Team Development – Tuckman Model
  • Building Trust
  • Sustaining Stakeholder Engagement

12 – Overseeing and Controlling the Project

  • Risks of Scope Creep and Gold Plating
  • Changing Control Approaches
  • Tracking and Reporting
  • Monitoring Various Aspects of the Project
  • Project Monitoring and Controlling Top 10
  • Identifying Project Tracking Requirements Exercise

13 – Closing a Project

  • Checklist for Closing
  • Lessons Learned
  • Celebrating

14 – Wrap-Up

  • Parking Lot Review
  • New Ideas, Confirmations, and Takeaways

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