Practical Project Fundamentals and Best Practices


In-person classes – 3 days


The three-day Project Management Fundamentals course is a hands-on overview of setting project objectives (Initiating) then creating a project plan, to formally validate the feasibility of those objectives. The plan is then "executed" and teams report status and determine how to get the inevitably "trouble" project back on track.

This course allows time for fitting the real-life issues of leadership and communication in between the cracks of technical project management. The course follows adult learning principles, balancing instructor-led lectures and discussions with hands-on exercises and case studies.

Meeting Top-Down mandates with a crisp Bottom-Up plan forms the basis of understanding the truth about what is going to happen with a project, avoiding potential disasters, padded estimates and other untruths inexperienced project managers engage in to survive their jobs.

Pre-requisites: None

Skill Level: Basic


  • Beginning or Intermediate Project Managers and Business Analysts
  • PMI exam candidates
  • Management Executives
  • Consultants
  • Entrepreneurs

PDUs: 21


Day 1:

  • Introduction
  • Basic concepts
  • Initiating
  • Planning
  • Scope
  • WBS

Day 2:

  • Planning (continued)
  • Activities through baselines

Day 3:

  • Planning (continued)
  • Review/wrap-up
  • Executing, monitoring and controlling
  • Meetings, reports, forms, metrics
  • Closing
  • Action Plan
  • Applying what you learned

Upon completing this course, learners will be able to:

  • Define Project Management and understand the value of a phased approach
  • Understand how to show the Project Constraints to communicate project priorities
  • Know how to identify stakeholders and understand their priorities
  • Use a project objective statement to keep focus on objectives
  • Use a Project Charter to validate what management expects the project to accomplish
  • Create and interpret a Work Breakdown Structure and Network Chart
  • Understand the appropriate use of scheduling tools(“Everything you need to know before you use MS Project”)
  • Utilize simple risk identification and mitigation tools
  • Use all the above data-driven tools to validate that a project plan meets project charter objectives
  • Understand what a project manager does during executing and controlling of a project
  • Know how to formally close out a project

Each learner will receive a comprehensive workbook that provides the exercises and case study used and referenced throughout the class.


Welcome and Introduction

  • What Is a Project?
  • Common Project Management Error
  • How to Determine if You Have More Than One Project
  • What Is a Program?
  • What Is Project Management?
  • Why Is Project Management Important?
  • Benefits of Project Management
  • Primary People/Groups Involved in a Project
  • What Is a Project Manager?
  • Skills Necessary for a Project Manager
  • Skills Necessary for a Team Member
  • What Are We Managing?
  • What Is a Successful Project?
  • Product Requirements
  • Common Problems on Projects
  • Process Chart

Initiating Process

  • What Information Do You Collect Before Starting the Project?
  • Divide Large Projects into Phases
  • Identify Stakeholders: What to Do with Stakeholders
  • How to Identify Stakeholders (Stakeholder Analysis)
  • Exercise: Identify Stakeholders on Your Real-World Project
  • What Happens if You Miss Stakeholders?
  • The Project Charter: What Is a Charter?
  • Exercise: Case Study Charter
  • Planning Process
  • Types of Management Plans
  • Sample Management Plan
  • Create a Project Scope Statement
  • Determine the Project Team
  • Managing Virtual Teams
  • Getting Resources/Resource Allocation
  • Create a WBS
  • Exercise: Case Study WBS
  • Exercise: Create a WBS for Your Real-World Project
  • WBS Dictionary
  • Define Each Work Package
  • Create an Activity List
  • Create a Network Diagram
  • Convert the WBS to a Network Diagram
  • Exercise: Network Diagram
  • Exercise: Case Study Network Diagram
  • Estimate Resource Requirements
  • Estimate Time and Cost
  • Common Estimating Errors
  • Determine the Critical Path
  • Exercise: Estimates and Critical Path
  • Develop a Schedule
  • Develop a Budget
  • Determine Quality Standards, Processes, and Metrics
  • Determine Roles and Responsibilities
  • Determine Communications Requirements
  • Exercise: Communications Management Plan
  • Risk Management
  • Iterations—Go Back
  • Meeting with the Sponsor to Present Options
  • Procurement
  • Finalize Management Plans
  • Exercise: Management Plan for Your Real-World Project
  • Create a Process Improvement Plan
  • Project Management Plan Approval
  • Change Control System
  • The Manage Component
  • The Control Component

Executing and Controlling Processes

  • Meetings
  • Forms   
  • Reports
  • Ask questions
  • Improve processes
  • Measure performance
  • Integrated change control
  • Rewards and team building
  • Other control activities
  • Update project management plans

Closing Process

  • Develop Closure Procedures
  • Confirm Work Is Done to Requirements
  • Gain Formal Acceptance
  • Final Performance Reporting
  • Project Closeout




NOTE: This outline is subject to change.