項目管理

• 對專案管理有基本的瞭解

觀眾

• 最終使用者

Smartsheets 是一個基於雲的平臺，旨在説明個人和團隊有效地管理專案、任務和工作流程。

這種由講師指導的現場培訓（在線或現場）面向希望提高專案管理和任務跟蹤效率的初級最終使用者。

在本次培訓結束時，參與者將能夠：

• 瞭解 Smartsheets 的基本功能。
• 瞭解如何導航和自定義Smartsheets以有效地管理任務、專案和工作流程。
• 獲得創建和管理工作表、報告和儀錶板的實踐經驗。
• 使用 Smartsheets 與團隊成員協作進行即時專案跟蹤和管理。

課程形式

• 互動講座和討論。
• 大量的練習和練習。
• 在即時實驗室環境中動手實施。

課程自定義選項

• 要申請本課程的定製培訓，請聯繫我們進行安排。

Smartsheets 簡介

• Smartsheets 概述：它是什麼及其主要優勢
• 瞭解介面：功能表、工具列、工作表和範本
• 導航 Smartsheets 和基本工作表創建
• Smartsheets 協作工具概述

創建和管理圖紙

• 從頭開始或使用範本創建新工作表
• 添加和自定義列
• 使用行和儲存格：添加、編輯和格式化數據
• 管理任務：分配任務、跟蹤狀態和設置優先順序
• 使用篩選器和條件格式以實現更好的數據可視化

高級功能

• 自動化工作流：設置提醒、審批和警報
• 使用公式進行計算和數據操作
• 鏈接圖紙：跨圖紙引用和 VLOOKUP
• 創建報表：聚合多個工作表中的數據

Collaboration 和共用

• 與協作者共用工作表、報告和儀錶板
• 協作者許可權和訪問級別
• 使用評論功能進行反饋和討論
• 將檔、鏈接和註釋附加到特定任務
• 實時協作並使用細胞歷史記錄跟蹤變化

儀錶板和報告

• 創建儀錶板：可視化項目指標和 KPI
• 將圖表、小組件和報表添加到儀錶板
• 自定義儀錶板外觀以提高用戶參與度
• 使用報表合併和查看多個工作表中的數據

最佳實踐和提示

• 組織工作表、報告和儀錶板以實現最佳專案管理
• 在團隊協作中使用Smartsheets的最佳實踐
• 使用 Smartsheets 功能提高生產力的技巧
• Q&A 和常見問題疑難解答

總結和後續步驟

• 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

• 對專案管理的基本瞭解

觀眾

• 專案和專案群經理

管理成功的專案群 （MSP®） 是一種建立在原則、主題和流程框架之上的方法，為管理專案群生命週期提供了全面的指南，其中可以包括更大的、戰略性的、複雜的或多個專案。

這種由講師指導的現場培訓（在線或遠端）針對的是希望學習框架基礎知識以將 MSP 嵌入專案群生命週期的中級專案和專案群經理。

在培訓結束時，參與者將能夠：

• 瞭解 MSP® 原則、治理主題和轉型流程。
• 應用 MSP® 原則來有效管理計劃，包括利益相關者參與、治理、領導力和風險管理。
• 提高計劃、執行和結束計劃的技能，同時管理風險和確保品質。
• 瞭解如何使計劃與組織戰略保持一致，並確保實現收益。

課程形式

• 互動講座和討論。
• 大量的練習和練習。
• 在現場實驗室環境中動手實施。

課程定製選項

• 如需申請本課程的定製培訓，請聯繫我們安排。

MSP®簡介

• 方案管理概覽
• MSP®框架和好處
• 專案與專案群之間的區別

MSP®原則

• 與企業戰略保持一致
• 引領變革
• 憧憬和交流更美好的未來
• 關注對他們的好處和威脅
• 增加價值
• 設計和提供連貫的能力
• 從經驗中學習

Governance 主題

• 組織
• 視覺
• Leadership 和利益相關者的參與
• 福利管理
• 藍圖設計和交付
• 規劃與控制
• 商業案例
• 風險和問題管理
• 質量和保證管理

轉型流程

• 確定專案群
• 定義專案群
• 管理各部分
• 提供能力
• 實現收益
• 關閉程式

考試準備

• 考試概述和形式
• 考試技巧和技巧

摘要和後續步驟

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

• 專案管理和團隊合作概念的基本知識
• 熟悉 Microsoft 365 應用和服務，例如 Outlook、Teams、OneNote 等。

觀眾

• 項目經理
• 團隊領導
• 團隊成員

Microsoft Planner 是一款基於雲的工具，可説明您通過直觀、協作、可視化的任務管理來組織團隊合作。

這種由講師指導的現場培訓（遠端或遠端）面向希望學習 Microsoft Planner 基礎知識以及如何使用它通過直觀、協作、可視化的任務管理來組織和管理團隊合作的初級專案經理、團隊領導和團隊成員。

在培訓結束時，參與者將能夠：

• 設置和使用 Microsoft Planner。
• 創建和管理包含詳細資訊和附件的任務。
• 使用看板、圖表和日曆查看和組織任務。
• 使用聊天、電子郵件或 Teams 與團隊成員協作。
• 將 Microsoft Planner 與其他 Microsoft 365 應用和服務集成。

課程形式

• 互動講座和討論。
• 大量的練習和練習。
• 在現場實驗室環境中動手實施。

課程定製選項

• 如需申請本課程的定製培訓，請聯繫我們安排。

介紹

• 什麼是 Microsoft Planner，為什麼要使用它？
• Microsoft Planner 與其他任務管理工具
• Microsoft Planner 功能和體系結構
• 設置 Microsoft Planner

開始

• 創建和保存新計劃
• 探索使用者介面和導航
• 自訂計劃設置和外觀
• 添加和刪除團隊成員

工作 Management

• 任務管理概念和術語
• 創建和分配任務
• 向任務添加詳細資訊和附件
• 更新任務狀態和進度

任務組織

• 任務組織概念和術語
• 使用看板、圖表和日曆查看和組織任務
• 使用儲存桶、標籤和篩選器對任務進行分組和排序
• 使用截止日期、優先順序和提醒來管理任務

工作 Collaboration

• 任務協作概念和術語
• 使用 Microsoft Planner 移動應用程式隨時隨地訪問任務
• 使用聊天、電子郵件或 Teams 與團隊成員協作
• 將 Microsoft Planner 與其他 Microsoft 365 應用和服務集成

摘要和後續步驟