Project Management

• Basic understanding of project management

Audience

• End users

Smartsheets is a cloud-based platform designed to help individuals and teams manage projects, tasks, and workflows efficiently.

This instructor-led, live training (online or onsite) is aimed at beginner-level end users who wish to improve their project management and task tracking efficiency.

By the end of this training, participants will be able to:

• Understand the basic functionalities of Smartsheets.
• Learn how to navigate and customize Smartsheets to manage tasks, projects, and workflows effectively.
• Gain hands-on experience creating and managing sheets, reports, and dashboards.
• Collaborate with team members using Smartsheets for real-time project tracking and management.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Smartsheets

• Overview of Smartsheets: What it is and its key benefits
• Understanding the interface: Menu, toolbar, sheets, and templates
• Navigating Smartsheets and basic sheet creation
• Overview of Smartsheets' collaboration tools

Creating and Managing Sheets

• Creating a new sheet from scratch or using templates
• Adding and customizing columns
• Using rows and cells: Adding, editing, and formatting data
• Managing tasks: Assigning tasks, tracking status, and setting priorities
• Working with filters and conditional formatting for better data visualization

Advanced Features

• Automating workflows: Setting up reminders, approvals, and alerts
• Using formulas for calculations and data manipulation
• Linking sheets: Cross-sheet referencing and VLOOKUP
• Creating reports: Aggregating data from multiple sheets

Collaboration and Sharing

• Sharing sheets, reports, and dashboards with collaborators
• Collaborator permissions and access levels
• Using the comment feature for feedback and discussions
• Attaching files, links, and comments to specific tasks
• Real-time collaboration and tracking changes with cell history

Dashboards and Reporting

• Creating a dashboard: Visualizing project metrics and KPIs
• Adding charts, widgets, and reports to dashboards
• Customizing dashboard appearance for better user engagement
• Using reports to consolidate and view data from multiple sheets

Best Practices and Tips

• Organizing sheets, reports, and dashboards for optimal project management
• Best practices for using Smartsheets in team collaboration
• Tips for increasing productivity with Smartsheets features
• Q&A and troubleshooting common issues

Summary and Next Steps

• Basic understanding of project management

Audience

• Anyone who plans to implement Asana in their team
• Already use it but want to organize and deepen their knowledge
• Manage projects and processes in companies and organizations
• Want to manage their team's work more efficiently

The "Project and Time Management in Asana Platform" training provides participants with the knowledge to configure the platform effectively, organizing both their work and the work of their team efficiently. During the training sessions, participants will learn about the various functionalities of the platform and their effective application, as well as best practices in personal time management. The training will be directly applicable to their daily work, using examples of projects and tasks from their professional lives. This will enable them to immediately apply the acquired knowledge and skills in their work.

This instructor-led, live training (online or onsite) is aimed at beginner-level project managers who wish to use Asana to manage their organization's projects and processes.

By the end of this training, participants will be able to:

• Build their first project in Asana, which they can immediately apply to their work.
• Learn best practices in project management, enabling them to manage projects more effectively.
• Learn effective methods for setting goals and priorities, helping them to focus more on what is important to achieve desired results.
• Discover how to summarize work with the team, reflect on failures and mistakes, and implement improvements.
• Learn how to save several hours a week using templates and automation available in Asana and integrations with other platforms.
• Learn to analyze bottlenecks in projects through Asana’s statistics and reports, enabling more efficient project management.
• Discover how to create an environment in Asana to streamline operations and communication within the team so that no important information or actions are missed.
• Enhance their time management, project management, and team management skills, allowing them to act more effectively as a leader.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction and Collaboration Principles

• Common challenges and mistakes in project management on the Asana platform
• Navigating the platform - Structure and logic of Asana
• Best practices in personal time management - effective planning flow

Asana Basics

• Asana - first steps
• Getting acquainted with settings and account configuration
• Projects in Asana
  • Types of projects with examples of their application
  • Creating and configuring the first project
  • Project views in Asana (list, board, timeline, calendar)
  • Adding columns, labels, and ways to use them
  • Additional project editing options
  • Creating project templates and ways to use them
  • Common mistakes in creating projects in Asana
  • Best practices in managing projects and teams on the platform

Tasks and Their Functions

• Adding tasks, responsible persons, deadlines, attachments
• Task dependencies
• Creating task templates
• Best practices in creating and managing tasks

Managing Own Work through My Tasks

• Configuration of the My Tasks tab
• Adding tasks from this tab
• Adding simple automation to save time in work planning
• Best practices in personal time management through the My Tasks tab

Inbox

• What can be found there and why it's worth checking?
• Best practices in managing the inbox

Communication in Asana

• How to communicate effectively in Asana?

Asana Advanced

• Advanced search
• Forms in projects and their application
• Automation in Asana to save time
• Setting up a workflow with connected automation
• How to analyze reports and statistics in Asana to identify bottlenecks and unequal task distribution among employees
• Integrations with other tools (to choose from):
  • Gmail
  • Chrome
  • Google Calendar
  • Slack
  • Clockify
• Managing Asana from the admin panel

Summary and Next Steps

• Basic understanding of project management

Audience

• Project and programme managers

Managing Successful Programmes (MSP®) is a methodology that is built on a framework of principles, themes, and processes that offer a comprehensive guide for managing the programme lifecycle, which can encompass larger, strategic, complex, or multiple projects.

This instructor-led, live training (online or onsite) is aimed at intermediate-level project and programme managers who wish to learn the fundamentals of the framework to embed MSP within a programme lifecycle.

By the end of this training, participants will be able to:

• Understand the MSP® principles, governance themes, and transformational flow.
• Apply MSP® principles to manage programmes effectively, including stakeholder engagement, governance, leadership, and risk management.
• Enhance skills in planning, executing, and closing programmes while managing risks and ensuring quality.
• Learn how to align programmes with organizational strategy and ensure that the benefits are realized.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to MSP®

• Overview of programme management
• The MSP® framework and benefits
• Difference between projects and programmes

MSP® Principles

• Remaining aligned with corporate strategy
• Leading change
• Envisioning and communicating a better future
• Focusing on benefits and threats to them
• Adding value
• Designing and delivering a coherent capability
• Learning from experience

Governance Themes

• Organization
• Vision
• Leadership and stakeholder engagement
• Benefits management
• Blueprint design and delivery
• Planning and control
• The business case
• Risk and issue management
• Quality and assurance management

Transformational Flow

• Identifying a programme
• Defining a programme
• Managing the tranches
• Delivering the capability
• Realizing the benefits
• Closing a programme

Examination Preparation

• Exam overview and format
• Exam tips and techniques

Summary and Next Steps

The Project Management Institute requires all PgMP® exam candidates to have: At least four years' (48 months) of Project Management experience OR have your PMP If you have a bachelor's degree you will also need four years' (48 months) Program Management experience However, if you do not have a bachelor's degree, the Program Management requirement goes up to seven years (84 months)

This Program Management Professional (PgMP)® certification training course will guide you through the Standard for Program Management and support your journey to the PgMP® exam. Through the guidance provided during this boot camp and subsequent study, you will know what to expect on the day of the PgMP® exam itself. This PgMP® training course will be taught by a PgMP® accredited instructor who will guide you based on personal experience of the process. Supplemental materials such as simulated exams to prepare you for the actual test, as well as 20-question exams at the end of each section of the course will help boost your confidence for exam day.

Note: This course has been approved by PMI for 35 PDUs.

Course Objectives

• Master the essential skills and tools of Program Management and, if desired, continue with PgMP® certification training
• Modules covering all exam material, broken up similarly to the PMI®’s Standard for Program Management
• Identify and recognize the various types of PgMP® exam questions
• Complete practice exams using our PgMP® exam simulator
• Develop a PgMP® exam strategy that will be used in the actual PgMP® exam
• Become familiar with the exam policies and procedures
• Additional resources included with your course: Assistance with the PMI® membership, PgMP® Exam registration, PgMP® Application form preparation, and credential application procedure. 35 hours of accredited project management training required by PMI® prior to the PgMP® application process, Access to 400+ PgMP® practice exam questions in a PgMP® Exam Simulator with detailed feedback to hone your areas of study focus

Who Should Attend?

This is an Advanced-level course that is suitable for people who have the necessary experience to meet the Project Management Institute's eligibility requirements. We recommend that our students have obtained the Project Management Professional (PMP)® accreditation already. Many of the day-to-day tools and techniques covered by the Standard for Program Management are very familiar to PMP® exam students.

1 - Program Management Definitions

2 - Program Strategy Alignment

3 - Program Benefits Management

• Identification
• Analysis and Planning
• Delivery
• Transition
• Sustainment

4 - Program Stakeholder Engagement

5 - Program Governance

6 - Program Management Life Cycle

• Program Definition: Formulation and Preparation
• Program Benefits Delivery
• Program Closure
• Program Transition
• Program Closeout

7 - PgMP® certification process

8 - PgMP® exam preparation

• Basic knowledge of project management and teamwork concepts
• Familiarity with Microsoft 365 apps and services, such as Outlook, Teams, OneNote, etc.

Audience

• Project managers
• Team leaders
• Team members

Microsoft Planner is a cloud-based tool that helps you organize teamwork with intuitive, collaborative, visual task management.

This instructor-led, live training (online or onsite) is aimed at beginner-level project managers, team leaders, and team members who wish to learn the basics of Microsoft Planner and how to use it to organize and manage teamwork with intuitive, collaborative, visual task management.

By the end of this training, participants will be able to:

• Set up and use Microsoft Planner.
• Create and manage tasks with details and attachments.
• View and organize tasks with boards, charts, and calendars.
• Collaborate with team members using chat, email, or Teams.
• Integrate Microsoft Planner with other Microsoft 365 apps and services.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

• What is Microsoft Planner and why use it?
• Microsoft Planner vs other task management tools
• Microsoft Planner features and architecture
• Setting up Microsoft Planner

Getting Started

• Creating and saving a new plan
• Exploring the user interface and navigation
• Customizing the plan settings and appearance
• Adding and removing team members

Task Management

• Task management concepts and terminology
• Creating and assigning tasks
• Adding details and attachments to tasks
• Updating the task status and progress

Task Organization

• Task organization concepts and terminology
• Using boards, charts, and calendars to view and organize tasks
• Using buckets, labels, and filters to group and sort tasks
• Using due dates, priorities, and reminders to manage tasks

Task Collaboration

• Task collaboration concepts and terminology
• Using Microsoft Planner mobile app to access tasks on the go
• Collaborating with team members using chat, email, or Teams
• Integrating Microsoft Planner with other Microsoft 365 apps and services

Summary and Next Steps