Training Services → Project Foundations®
Foundation in Project Management: Agile and Waterfall
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Foundation in Project Management: Agile and Waterfall delivers practical, hands-on training in essential agile and waterfall concepts and techniques that every project manager must know. The course provides participants with a comprehensive range of project management principles and techniques, extending PMBOK® concepts with field-proven best practices that are effective in any project setting. Course topics include how to:
- Focus the entire project lifecycle on delivery of value
- Determine when an agile, waterfall, or hybrid approach is best
- Identify and collaborate with key stakeholders
- Define scope and develop requirements
- Waterfall: comprehensive schedule and budget
- Agile: work within budget and time constraints
- Respond effectively to project change
- Minimize issues with proactive risk management
- Manage the project team
- Manage stakeholder engagement and expectations
- Plan for acceptance of organizational change
- Engineer a successful deployment
- Use Retrospectives for continual improvement
This course is available in 4 and 5 day versions. The 5-day class includes additional exercises for a more hands-on experience, and more in-depth discussions of the material.
Who should attend
This course is of special value to project managers and team leads who want a solid, guiding PM methodology; experienced project managers who want to add to their toolkit of tools and techniques; functional managers with project responsibility who want a deeper understanding of project management principles; and Project Management Office staff.
Prerequisites
This course assumes some prior experience with agile or waterfall projects.
Course Outline
Section 1. Sources of Project Success and Failure
- Sources of project risk
- Project success factors
Section 2. Core Concepts in Project Management
- Project versus Ongoing Operations
- Projects create Value
- Projects as investments
- Agile and Waterfall project and product lifecycles
- Four levels of project success
Section 3. Project Stakeholders
- Stakeholder identification and analysis
- Stakeholder risk assessment
- How stakeholders can contribute to a project
Section 4. Create a Strong Project Foundation
- Focus: Deliver value to stakeholders
- Lean Business Case
- Project Charter / Agile Vision Document
- Qualify the investment: Value vs risk, ROI
- Build consensus
- Triple Constraint
- Agile: Flexible scope
- Waterfall: Project in balance
- The Business Value plan
Section 5. Effective Estimation
- Importance of estimates
- Estimation techniques
- Improving estimate reliability
- PERT
- Agile estimation tools
Section 6. Managing Scope
- Product versus project scope
- Waterfall:
- Correct and complete requirements
- WBS, Scope Statement, Scope baseline
- Agile:
- Product Backlog
- Requirements: Just in time, Good enough
Section 7. Developing the Project Schedule
- Waterfall
- How to create a project schedule
- Project Network Diagram
- Calculating the Critical Path
- Adjusting the schedule
Agile
- Minimum Viable Product (MVP)
- Product Release Map
- Iteration; increment; Kanban
- Estimating project duration
Section 8. Delivering Quality to Optimize Value
- Benefits of Quality
- Quality Planning
- Quality Control
- Requirements Traceability Matrix
- Testing the product
- Quality Assurance
Section 9. Manage Project Risk to Protect the Project Investment
- Work of risk management
- Risk Management Plan
- Identifying and analyzing risks
- Risk response planning
- The Risk Cost Budget
- Risk monitoring and control
- Risk management in Agile
- Benefits of risk management
Section 10. Project Budget
- Identifying sources of project cost
- Cost estimation techniques
- Vision Document: ROM budget
- Waterfall
- Comprehensive, time-phased budget
- Earned Value Management
- Agile
- Flexible budget by default
- Adjusting budget to velocity
- Budgeting for a deadline
- Managing to a fixed budget
Section 11. Organizational Adoption
- Impact of change
- Organizational Change project
- Preparing for organizational change
- The Organizational Adoption Plan
- Implementing change
- Working with resistance to change
- Sustaining change after delivery
Section 12. Managing the Team
- Teams in Waterfall and Agile
- The effective team
- Team building
- Stages of team development
- Barriers to team effectiveness
- Team success factors
Section 13. Managing Stakeholders
- Stakeholder management
- Promoting stakeholder engagement
- Managing stakeholder expectations
Section 14. Change Control
- Sources of project change
- Waterfall
- Foundation for change control
- Controlling the scope baseline
- Change control process
- Avoiding Scope Creep
- Agile
- Change control through consensus decisions
- Managing the Product Backlog
Section 15. Product Release
- Transition: Release to the customer
- Importance of Transition planning
- Optimizing Business Value
- Steps to successful Transition
- Tools of Transition
- Transition Planning Benefits
Section 16. Project Close
- Contract and administrative closure
- Executing the Business Value plan
- Ensuring effective utilization of deliverables
- Measuring project success
- Retrospectives drive continual improvement
This course includes over 30 hands-on exercises and facilitated discussions. Course material is fully PMBOK® and BABOK® compliant.
Learning Approach
- A highly experienced instructor will use interactive lecture format, numerous hands-on exercises, team activities, group discussions, and other techniques to drive home the essential points of this material.
- We will build on your prior experience in this topic, while providing you with a structure and vocabulary to use in future projects.
- If you have modest project management knowledge, you will find that the clarity of the material and direct presentation style of the instructor will make the subject matter easy to understand.
- You will receive a Participant Guide which will help you follow the material, take notes and retain what you learned so that you can apply it on your job.
Why should I take this course?
- This course confirms the importance of keeping focus on the realization of Business Value throughout the project.
- If you are new to project management, the exercises in this course will give you hands on experience with many of the primary techniques required to manage a project.
- Experienced project managers will obtain a vocabulary and framework that lends structure and perspective to the wealth of experience they already have.
- All participants take home a set of tools and techniques to help them deal with project planning and execution.
- Take this course and learn how to avoid common project problems that project managers often encounter.
Related Courses
For a more in-depth study of critical Project Management concepts see:
Licensing
Use this courseware to teach your students! This course is available under license to qualified Training Providers. Courseware materials include:
- Instructor slides
- Instructor manual with timing guide
- Participant guide
- Train the Trainer instruction
- Highly effective for virtual delivery
For more information, see  
Courseware-On-Demand or Contact Us
Every course and workshop in our Project Training program is fully customizable. We offer virtual delivery of the training program you need. Call us: +1.919.495.7371.
All of our courses are fully compliant with the latest release of each relevant standards document such as the PMBOK® Guide, Standard for Portfolio Management, BABOK® Guide, and others.
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