My Courses
L30: Monthly Sales and Operations Planning Meetings
Monthly Sales and operations Planning meetings are designed to reduce or eliminate the common practices we see today in many companies: (1) Monthly Income Statement looks like irregular heartbeat chart of a very sick patient (spikes everywhere); (2)Management has no visibility into income / cash forecast; (3) Management is surprised by monthly results each month; […]
L29: Project Performance Reporting (WIP)
Understand the need for and mechanics of collecting and distributing project performance information, including status reports, progress measurements, and forecasts. Involves periodic collection and analysis of baseline versus actual data and questioning of project team members to understand the cause of variance trends and communicate the project progress and performance as well as to forecast […]
L28: Decision Making Process
Process-Understand the 2 primary types of decisions, steps within the decision making process and challenges facing decision makers. Criteria – Understand the importance of stakeholder analysis, the value of weighted decision making criteria and the process/criteria for ethical decision making. Style – Understand the importance of stakeholder analysis, the different styles of decision making and […]
L27: Managing Change Orders
Project change orders are inevitable – a mature company establishes a traceable process to ensure the tracking of the changes and their causes. Internal change orders are used by the Project Manager and project team to manage the project’s cost variances throughout the project’s lifecycle – from Project Kick-off to transition to Service. They reflect […]
L26: Problem Solving Process
Critical thinking is the intellectually disciplined process of actively and skillfully conceptualizing, applying, analyzing, synthesizing, and/or evaluating information gathered from, or generated by, observation, experience, reflection, reasoning, or communication, as a guide to belief and action. Effective problem solving requires a systematic approach to defining the problem (question or situation that presents uncertainty, perplexity or […]
L25 Project Scheduling
Critical path scheduling arose in order to visualize and manage the interdependencies and complexities of project activities, resources and time constraints. Most people who are planning a simple project keep the logical framework and timeline in their head – sharing with other project team members only their individual tasks (not their interdependencies) which often leads […]
L24: Conflict Resolution
Conflict is natural in a project-driven organization. The mature organization understands the types and categorization / prioritization of conflicts. There must also be an understanding of the mindset for resolving conflict, different conflict resolution strategies, and the impact of not resolving personal conflicts. Lastly an understanding of the prerequisites, strategies and process of giving constructive […]
L23: Project Risk Management
The first step in mature risk management is identifying those risk events which may have an adverse effect on the project objectives – whether those are client success criteria, the scope and quality of the deliverables, impacts to project timelines and budgets, safety and regulatory compliance, etc. Understanding the risk appetite, tolerance and threshold of key […]
L22: Bring Your Brand to the Frontline
Branding is important because not only is it what makes a memorable impression on consumers but it allows your customers and clients to know what to expect from your company. It is a way of distinguishing yourself from the competitors and clarifying what it is you offer that makes you the better choice. Your brand […]
L21: Client Coordination Meeting
The Client Kick-Off Meeting is the mechanism for the Project Manager to clarify: any expectations, assumptions, or constraints with the Client Representative; interdependent milestones; and understand the role / responsibilities of key project stakeholders (Change Order authority, Sign-offs, etc.).
L20: Key Performance Metrics (Part 2)
Key Performance Metrics drive employee behavior – across all levels and functions of the company. Well formulated metrics align the intended behavior with the company’s strategy and goals.
L19: Project Internal Kick-off Meeting & Planning
Establishing the agenda and participants for the Internal Project Kick-off meeting, understanding the resource and timelines, converting the labor estimate into a resource-loaded project schedule with milestones.
L18: Principles of Managerial Finances
Managerial finance builds upon accounting data (past performance) to include business segment analysis, break-even analysis as well as forecasts and trends to provide management tools to run the business versus just reporting the historical results.
L17: Communications Principles / Styles
Structure – understand the model of the communications process and the questions and decisions required to make a viable communications structure. Content – understand key stakeholders to be communicating with and primary communications content regarding projects. Style – Understand the 5 C’s of written communication, direct & indirect styles of communication and modes, filters of […]
L16 – Importance of Strategic and Operational Planning
Strategic planning is essential to the on-going health and future success of the business. Business leaders should be as intentional about the evolution of the business as they are in the day-to-day running of the business. This webinar will review common strategic planning fails, and what you can do to overcome them to build vibrant, […]
