ZweigWhite Management Series: Project Management
Continuing Education

 

Course Outline / Agenda

8:00-8:30 AM

> Registration and Continental Breakfast

8:30–9:00 AM

> Introduction and Overview

9:00–10:30 AM

> What is Project Management?

  • Critical role of projects in the firm
  • Project Manager – Role, not title

> Project Manager Skills and Abilities

  • Leadership Skills
  • Management Skills
  • Communication Skills

> Project Manager Roles and Responsibilities

  • Project Role
  • Technical Role
  • Business Role
  • Marketing Role

> Team Structure in Project Management

  • The project focused firm
  • Effective team organization

10:30–10:45 AM

> Morning Break

10:45 – 12:00 PM

> Project Conception

  • Scope
  • Schedule
  • Budget
  • Contract
  • Price
  • Key Concept: Price versus Cost
  • Key Concept: Negotiation
  • Key Concept: Risk Management

> Project Initiation

  • Team Formation
  • Project Business Plan
  • Kick Off Meeting
  • Key Concept: Delegation
  • Key Concept: Accountability

12:00–1:00 PM

> Lunch

1:00 – 2:30 PM

> Project Progression

  • Budget Monitoring
  • Schedule Monitoring
  • QA/QC
  • Team Communication
  • Billing/Collections
  • Marketing
  • Key Concept: Time Management
  • Key Concept: Communication
  • Key Concept: Managing Projects Remotely

> Project Completion

  • Closeout
  • Review
  • Celebrating Success

2:30 – 2:45 PM

> Afternoon Break

2:45 – 4:15 PM

> Project Capitalization

  • Knowledge Transfer
  • Marketing
  • Bias and commitment for doing
  • Scheduling a personal follow up with the seminar leader

> Implementation

  • Successful Project “Must Haves”
  • Fulfilling client, firm, and project goals
  • What do I do from here?

4:15 – 4:30 PM

> Wrap Up and Questions

4:30 PM

> Program Concludes

 

 

 
 
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