Planning, Scheduling and Controlling

Successful project management can be attributed to the project manager’s effective use of techniques, coupled with his or her ability to skillfully apply knowledge gained from best practices. The techniques you employ are critical to planning, implementing and completing projects on time, within budget and while meeting requirements. Through a variety of presentation methods and learning strategies, participants in this course will uncover how to define project scope and acceptance criteria, learn how to use network diagrams, status reporting, and appropriate project communication processes to ensure project success. This course is designed for project managers looking to improve their understanding and application of best practices in project management planning, scheduling and controlling.

Certificate: This course is part of a Certificate Series, should you choose to enroll in the series and receive 15% discount.  Click HERE for details

Course Objectives:

  • Define the project management stages
  • Identify, assess and manage risks
  • Use the work breakdown structure (WBS) to manage cost and time estimates
  • Define project roles and responsibilities
  • Create schedules using the critical path method
  • Discuss how to use the Earned Value Management (EVM) to manage time and cost on project

Detailed Course Outline


  • Determine participants' learning objectives
  • Set Expectations for the course

Project Management Overview

  • Define the common components of Project Management
  • A definition
  • Success characteristics - challenges to success
  • What Project Management can and cannot do
  • Interpendence between time, cost deliverable quality and resources
  • A Guide to the Project Management Institute Body of Knowledge (PMBOK® Guide)*
  • Stages of PM maturity

*PMBOK is a registered mark of the Project Management Institute, Inc.

Project Planning

  • Building a Stakeholder management strategy – assessing level of engagement, KPI and building strategies for on-boarding Stakeholders
  • Capturing learning from past projects
  • Establishing Scope – the boundaries of what is included and excluded in a project
  • Goals – establishing clear goals
  • Deliverables – defining final, interim and project management deliverables
  • Acceptance Criteria – the level of quality defined for each deliverable, the role of various project participants in establishing acceptance criteria and steps to build quality and approval throughout the project
  • Actively Managing Risks – identification, assessment and risk management
  • Mitigation
  • Contingency planning
  • Risk buffers
  • Defining Roles & Responsibilities
  • Project organization structures
  • RACI

Project Scheduling

  • Determining Milestones – determining when the major milestones of the project should occur to keep the project on track including
  • Work Breakdown Structure development
  • Progressive elaboration
  • Estimating strategies
  • Estimating accuracy
  • Contingency planning
  • Deliverable sequencing
  • Milestone development using Gantt charts
  • Resource leveling
  • Network diagrams and critical path
  • Critical chain theory
  • Establishing Financials – budgeting consideration
  • Financial modeling
  • Considerations for Procurement

Project Controlling

  • Establishing Standards & Procedures – (common agreements on how the team will work together)
  • Knowledge Management – procedures for securing project information
  • Risk Management – scheduling on-going risk management activities
  • Quality Management – ensuring that quality is both build into and audited for the project
  • Issues Management – definition of issues, criteria for determining what is an issue, roles and responsibilities in issue management and the use of an issue log
  • Change Management – definition of a change (and scope creep), the difference between issues and changes, roles and responsibilities in change management, the use of a change log and the change lifecycle
  • Communication Plan - determining who needs project information, why when, and how they need it
  • Determining Project Status
  • Establishing baselines
  • Tracking project costs
  • Utilizing Earned Value Management
  • Tracking status
  • Developing targeted status reports

Closing Stage

  • Evaluating project success
  • Identifying best practices
  • Celebrating successes
  • Creating a Closing checklist

The Project Management Institute and PMP are registered marks of the Project Management Institute, Inc.

There are no scheduled sessions at this time. Sign up to be notified when this course is available.

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