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Training ServicesBeyond the Basics®

Project Templates: Power Tools for the PM

The Challenge
Bring up the subject of "project templates" and many project managers will immediately launch into a rant about all of the burdensome paperwork that prevents them from doing their real job. Few of us love paperwork, but it is an unfortunate mistake when PMs assume that templates are responsible for the burden. In fact, templates are among the most effective tools that any PM can find. When well-designed and properly used, templates actually SAVE time and greatly improve the probability of project success. How can this be?

The Solution
Dr. Gary J. Evans PMP has over the past several years constructed one of the best PM template libraries on the planet. These templates are currently in use in over 20 countries and are a mainstay for project managers in many lines of business. During this advanced project management course, you will hear how to design an effective template, how to select the templates you need for any project, and how to use them to improve communication, prevent project issues and be more effective in your work. Topics include:
  • At least nine ways templates are essential to every project
  • Choosing templates: How to know which templates are needed
  • Avoiding bureaucracy: When not to use a template
  • How to manage the data
  • Best practice in template design
  • Where to find templates for your project
Who should attend
This advanced PM course assumes familiarity with basic project management concepts as well as some experience in the planning and execution of projects. It is not required that attendees complete any specific project project management training in advance of the program, but completion of Effective Project Management or Project Management for Technical Professionals is helpful (see the Project Foundations curriculum).

Prerequisites
This advanced course assumes familiarity with basic project management concepts as well as some experience in the planning and execution of projects. There is no requirement that attendees complete any specific project management training in advance of the program, but completion of Effective Project Management or Project Management for Technical Professionals is helpful (see the Project Foundations curriculum.)

Course Outline
Introduction
  • The need for project information management
  • Why project management templates can help
All About Templates
  • Nine ways templates can benefit any project
  • Choosing the templates you need
  • Templates management
  • Where to find good templates
  • How to design a great template
  • Templates demonstration
    • Project Charter
    • Quick Risk Assessment
    • Risk Register
    • Communication Plan
    • Project Budget Planner
  • Examples of advanced templates
    • Easy Earned Value (EVM)
    • Analytical Hierarchical Process (AHP)
    • Project Evaluation Tool (used in Project Selection)
Exercises - Applying what you've learned
  • Project Charter project objectives and Business Value
  • Risk Register analysis, risk reponse plans, calculating the contingency reserve
  • Transition Plan ensuring successful project delivery
  • Wrap-Up Discussion
Learning Approach
  • A highly experienced instructor will use interactive lecture format, numerous hands on exercises, 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 all of your 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 Student Guide which will help you follow the material, take notes and retain what you learned so that you can apply it on your job.
  • You will also receive a CD that contains all of the templates used in the course.
Why should I take this course?
  • Project Templates presents a practical approach to developing and using an extremely effective project management tool. Learn a whole new approach to designing and working with templates.
  • Take this PM training to learn what you can do to ensure that your projects proactively gather, record and use the information needed to reach your goal of Project Success.
  • Any experienced project manager can obtain insights that should help them solve common and persistent problems.

Every course and workshop in our Project Training program is fully customizable. We can deliver the training program you need onsite and at an attractive discount. Call us toll free in the US at 1.800.877.8129, or +1.919.495.7371 International.


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.
Course Information
Course ID: 3055
Duration: 1 day
Class size: 6 - 24
Includes:
· PMP® certified instruction
· Student Guide
· Participation Certificate
· 6 PDUs

Download this course description as a printable PDF document.
Pricing Information
On-site discounts are available.
Ready to enroll?
Fill out the Training Request Form online or call 1-800-877-8129
(+1 919-495-7371)


Questions?  Please feel free to Contact Us

Training Providers:
License this courseware!  Call 1-800-877-8129
(+1 919-495-7371)
for more information.
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