Project Management Foundations outline

Three months of remote train­ing and sup­port — one capa­ble project lead

Program format:

  • 3 months of curriculum and support
  • 3 hrs virtual training sessions and 2 hrs virtual coaching and support each week

Module 1: Sales and project intake

The sales & vetting process for stakeholders and projects.

Learning objectives

Students will learn:

  • Exploring the project vetting (and sales) cycle in client services
  • Evaluating client success and project fit
  • Identifying red flags in incoming projects
  • How to setup successful transition meetings
  • Tiny Bio brief and sales assessment simulation

Outcomes

  • Documenting your org’s sales or vetting cycle
  • A work in progress ‘client alignment matrix’ for active clients in your org
  • Practice managing tough conversations during the sales process

Module 2: Stakeholder onboarding and setup

How to transition a project from sales or intake to project start, onboard your stakeholders, and organize your team.

Learning objectives

Students will learn:

  • Setting the pace and tone of projects
  • How to onboard internal and external stakeholders successfully
  • How to minimize pitfalls in the transition between project ideation and official start
  • Project team roles and functions
  • Eleven team characteristics simulation assessment

Outcomes

  • Stakeholder onboarding checklist
  • Initial welcome email to new project stakeholders

Module 3: Discovery, research, and communication plan

How to lead an amazing kickoff, facilitate good research, and assemble a solid communication plan.

Learning objectives

Students will learn:

  • The implementation process for a successful discovery phase (and its related value)
  • How to run a great project kickoff
  • The role and function of research and how to support it
  • The key to writing a solid communication plan

Outcomes

  • Discovery checklist
  • Completing a communication plan
  • Documenting project assumptions

Module 5: Intro to project scoping

How to define, simplify, and control the requirements that make up your project.

Learning objectives

Students will learn:

  • The importance and function of scope
  • How to scope projects using different approaches
  • How to avoid the pitfalls of scoping

Outcomes

  • Scoping exercise: Renovate your kitchen
  • Tiny Bio scoping simulation
  • Choosing project plan format

Module 6: Agile, Kanban, and hybrid

How flexible planning and iterative development impact your project.

Learning objectives

Students will learn:

  • Epics, user stories, sprints, and positioning in Agile
  • How and when to blend the best of Waterfall and Agile into Agifall
  • How to limit works in progress with Kanban
  • How to avoid common pitfalls in Agile, Agifall, and Kanban

Outcomes

  • Refined user stories for Tiny Bio’s projects
  • Rewrite tasks for your organization’s projects

Module 7: Estimating projects

How to apply smart estimates and useful ranges in project management.

Learning objectives

Students will learn:

  • The similarities and differences between estimating techniques like Monte Carlo, PERT, Rolling Wave, Double Blind, and Three Point estimating techniques
  • How to estimate project scope using multiple techniques including planning poker
  • How to avoid the pitfalls of poor estimation

Outcomes

  • Planning poker practice
  • Double blind estimates for Tiny Bio projects

Module 8: Project scheduling

Intuitive schedules, time boxing, calendars, and deadlines.

Learning objectives

Students will learn:

  • How to build adaptable schedules for different kinds of projects
  • How Gantt charts, calendars, and milestones can drive a project forward or stall it out
  • How to use your scope and stakeholder needs to build in proper buffers and reviews
  • How time boxing can help you manage project profitability
  • Ways to negotiate additional time for schedules

Outcomes

  • Build a useful Gantt chart for both Waterfall and Agile managed practice projects
  • Practice tough conversations around managing timelines and resetting expectations
  • Review current and future schedules and adjust accordingly within your organization

Module 9: Resourcing and capacity management

How to plan for the right people, doing the right amount of work, at the right times.

Learning objectives

Students will learn:

  • How to allocate, plan, and buffer resources, materials, and equipment for your projects
  • How to assess stakeholder and contractor availability and involvement
  • How to source and work with contractor talent
  • How to set up optimal capacity across multiple project teams

Outcomes

  • Resourcing and capacity plan for Tiny Bio
  • Resourcing and capacity review of your own projects

Session 9: Maintenance and future phases

The process and agreements required for long-term relationships.

Learning objectives

Students will learn:

  • How to cultivate positive long term partnerships
  • How to plan for an effective launch
  • How to set up a successful maintenance plan and future phases
  • How to build in proper testing and proper quality assurance

Outcomes

  • Maintenance or future phase plan for Tiny Bio
  • Template for maintenance agreements

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