Foundations of Project Management Course

Description: This course covers a wide range of fundamental methods and techniques that are needed to effectively initiate, plan, execute, control, and close projects. Students explore approaches to developing partnerships and managing the expectations of various stakeholders, including business and technical partners, management, and team members. Hands-on workshops provide opportunities for applying tools learned in class to address challenges throughout the project life cycle, regardless of the size and nature of the project.

Length: 2-Days

CDU/PDU: Earn 14 CDU/PDU for both IIBA and PMI certification

Perquisites: We recommend the Introduction to Business Analysis course or equivalent experience.

Intended Audience: Project Managers, Business Analysts and project team members who are looking to understand project management and how to manage small to medium size projects effectively.


  • Understand project management concepts

  • Project scope planning, monitoring, and execution

  • Stakeholder analysis and communication planning, monitoring, and execution

  • Team and resource management tasks for planning, monitoring, executing and controlling

  • Identification, qualification and quantification of project risks

  • Understanding for to plan, monitor and control project risks

  • Planning the project budget, controlling the project costs, and measuring the project’s current state budget and projected outcomes

  • Planning and developing a project schedule, controlling it and measuring performance against a schedule

  • Project tracking and status reporting

  • Managing changes to a projects scope, cost, budget, team resources, risk and schedule

  • Planning and executing a quality management plan for a project

Course Topics

  • Understand the framework and key knowledge areas for project management

  • Understanding projects versus products

  • The project charter – the rationale and importance of a project charter

  • Setting Expectations and project success factors in the project charter

  • Planning and creating a baseline for project scope

  • Understanding how enterprise analysis defines to project scope

  • Scope Visualization – a picture is worth a thousand words

  • Project stakeholder identification and analysis

  • Setting stakeholder expectations on project success criteria

  • Stakeholder roles and responsibilities

  • Manage stakeholder communication expectations

  • Resource management planning

  • Types of resources – people, materials, machines

  • Resource identification & allocation

  • Resource planning and contingency

  • Risk management planning

  • Risk identification & quantification

  • Creating and managing a risk log

  • Mitigation techniques for risks – risk response

  • Progressive elaboration’s impact to estimating

  • Phase based estimating – rough order to detailed

  • Estimation techniques & contingency

  • Estimation process

  • Elicitation and consolidation of tasks and estimates

  • Understanding the scheduling process – building a project schedule key tasks

  • Activity and task granularity

  • Understanding how tasks create deliverables and outcomes

  • Sequencing tasks – putting task into a chain of connected tasks that can be sequentially or simultaneously executed, understanding the task dependency types

  • Understanding the critical path and its importance to project tracking

  • Scheduling contingency in scheduling, costs, risks and scope

  • Resource alignment with tasks

  • Understanding the Gantt chart

  • Establishing schedule baselines to determine schedule and cost deviations

  • Planning project tracking and status

  • Getting team progress and task status

  • Developing a communication management plan

  • Creating a project change management process and plan

  • Project team morale – building project teams

  • Tools and techniques for closing a project and measuring the project final schedule and financial performance


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Paul Crosby

Paul Crosby

Public Course Instructor - Paul has over 20 years of experience with global projects in the finance, insurance, state government, manufacturing and non-profit sectors as a business analyst and project manager. Paul served as President for the IIBA Minneapolis St Paul Chapter. Mr. Crosby has presented and lead workshops at several conferences including BA World Toronto, BA World Chicago, BA World Washington, BA World Vancouver, BA World New York, BA World Atlanta, IIBA Minneapolis-St Paul Chapter Meetings, Minnesota Government IT Symposium and Mind Surf Conference on the topics of Strategic Business Analysis, Leadership, Process Improvement, Kaizen for the BA, Strategic Enterprise Analysis, Project Management for the BA and Portfolio Management. Mr. Crosby is currently the CFO - Chief Paper Pusher for The League of Analysts Inc, a partner and founder of Bob the BA.