Highly Successful Project Management

Never lose money on a project again.
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Catch the introductory video

This class will help you:

  • 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

What you get

Class 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

Your Instructor

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 →

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  
Unit 6 Next Steps . . .  

Certifications

All classes help you work toward a Specialist Certification as either a Core or Elective class for a particular pathway.

You can become a Certified Professional by taking just one class and passing the associated exam.

You can become a Certified Specialist by taking 5 classes and exams that apply to a single pathway.

This class fulfills requirements for these Specialist Certification Pathways:

Meets Core requirement:

Meets Elective requirement:

How it works

IT Service Provider is intentionally set up to give busy IT Business owners access to focused, high-quality education right when you need it most.

All classes are available on-demand, with the most recent live class recordings available immediately upon registration.

Most classes are taught live every 12-18 months. Instructors take care to update content, slides, and handouts to reflect changes in the industry.

Good news: Once you register, you’ll have lifetime access which means you can attend the new live class and review the newest recordings for life.

  1. Log in or create a new account

    Logging in before you register helps make sure you don’t accidentally pay twice!

  2. Register for this class

    If it’s your first time, welcome! Add this class to your cart and go through the checkout. You’ll be added to the live Zoom portion automatically. Handouts are available now (or shortly) inside the class units.

    If you’re a returning student to this class and just need to register for the new Zoom link, head to Module 1, Unit 2.

    See Class Outline below.

  3. Add this class to your calendar

    Check your email for the Zoom Confirmation. You should receive reminders ahead of each Unit, but we always recommend you add the class to your calendar. Remember, it’s 5 consecutive Tuesdays from 9 – 10am Pacific.

  4. Revisit the class as needed

    You’ll have perpetual access to the class recordings, transcripts, and handouts. And, next time it’s taught live, you’ll be able to join the Zoom sessions and access the new content.

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Frequently Asked Questions

I want to become a Certified Specialist. How do I declare a Specialist Pathway?

In your Dashboard, go to “My Pathways” and you choose your pathway there. Declaring your pathway lets you easily track your progress, and it’s free!

I registered for this class years ago – can I attend the new live sessions?

Yes – you’re welcome and encouraged to join live sessions whenever it’s taught again.

To get the Zoom information, make sure you’re logged in and head to Module 1, Unit 2: Live Class Information – see Class Outline above. By the way: you’ll automatically have access to the new recordings and handouts by visiting any unit in Module 2.

I lost the Zoom link for the live portion, where is it?

Log in, and then head to Module 1, Unit 2: Live Class Information.

Where are the recordings?

Same place as the handouts – make sure you’re logged in and head to Module 2.
Please allow 24 hours for the recordings to be posted after the live class.

I’m already registered. Where are the handouts?

Handouts are inside each unit of Module 2.
Make sure you’re logged in and check out the Course Outline above.

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