Highly Successful Project Management

Never lose money on a project again.

Description

This course will cover the most important aspects of project management for small business. It is intended for computer consultants, VARs, and managed service providers. Whether you sell projects on a Time-and-Materials basis or flat fee, it is critical to manage them successfully. Successful projects are more than simply profitable. Successful projects make you look good. They make the client more productive and potentially more profitable. They help you build a positive relationship.

Tuition includes the book in PDF format along with all associated downloads.

This course is intended for consultants who are new to project management as well as those who have been running projects for years and would like to take a serious step up to the next level of professionalism and profitability.

This is an intensive webinar course over a five-week period. All assignments are voluntary, of course. But if you want feedback on assignments, please complete assignments during this course and email them to the instructor.

Topics to be presented include:

  • Different kinds of project management; What’s best for this job?
  • Tools to Use for managing your projects
  • Documentation at all stages
    • Pre-Discovery Process
    • The Discovery Process
    • Documentation and Communication
  • After the Project
  • Checklists of all kinds
  • Project Planning, Quoting, and Selling
  • Why Projects Go Wrong
  • The Scope is Everything
  • Closed Loop Project Management
  • How an Ant Eats an Elephant
  • Managing Projects in Your PSA
  • Microsoft Project
  • Client Training
  • The Evaluation Process
  • Managing Time / Managing Employees
  • Outsourcing Options
  • Creating Repeatable, Successful Projects
  • Building an Action Plan that works

Additional information

Core Pathway

Management

Elective Pathway

Service Manager, Technician

Topic

Cloud Services, Financial Processes, Managed Services, Management, Organize Your Business, Sales, Service Agreements, SOPs, Sustainable Growth, Tools (PSA, RMM, etc.)

Never lose money on a project again!

Keep projects on time and inside the scope

Learn to manage client expectations around projects

Learn to manage employees for profitable projects

Quote projects so each is more profitable than the last

Karl W. Palachuk

Series Organizer & Principal Instructor

Karl W. Palachuk has built and sold two managed service businesses in Sacramento, CA. He is the founder and president of the Sacramento SMB IT Professionals Group, and author of many books, including The Network Documentation Workbook and Managed Services in a Month.

See full profile →

Specialist Certification Pathways

Meets Core requirement:

Meets Elective requirement:

This class is currently offered on-demand and is scheduled to be taught live starting May 31, 2022.
If you enroll in an on-demand course, you can attend future live classes at no extra charge.

Course Outline

Module 1 Class Introduction
Unit 1 Introduction  - Preview
Unit 2 Live Class Information
Module 2 Class Content
Unit 1 Setting the Stage – What is a Successful Project?
Unit 2 Project Planning, Quoting, Selling
Unit 3 Closed Loop Execution
Unit 4 Staffing and Repeatable Success
Unit 5 Implementing Your PM Process

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