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8/7/2019 Marathon Catalog 2006 4 Kw
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Fellow Employees,
Those of you who know how to successfully manage projects will always be in demand. By
successfully we mean projects that meet the business objectives established, are delivered on
time and are within budget. Projects are the vehicle by which we turn business opportunities
into valued business assets. It should be noted that major capital projects are not the only
projects that benefit from a structured management process. Smaller projects such as those
found in IT, F&A, M&TE and other areas also apply. Our ability to execute these projects, in
very real terms, determines the future success of our people and shareholders.
In 1997, our companies embarked on a mission to significantly improve the way we manage
projects. Over the past few years we have moved toward that goal with the application of the
Marathon Project Management Process (MPMP). We are now pleased to endorse this major
step toward the creation of premier project performance across the entire organization with
the Marathon Project Management Professional Development Program.
Successfully managing projects is a challenging task, requiring substantial knowledge and
skills. It is a valuable career discipline. We have chosen to partner with ESI International and
The George Washington University to offer this training curriculum for project managers and
project teams to further develop the discipline. We make this commitment to teaching project
management knowing it leads to lower costs, improved quality and productivity, and faster
cycle times.
This curriculum has been tailored specifically for Marathon and MAP. The courses addressproject management competencies that support the broad spectrum of knowledge and skills
required for handling the demands of an increasingly complex and challenging business
environment. For Marathon and MAP to thrive now and in the future, our project managers
and project management practices must be world-class. This curriculum is integral to
developing such competencies.
We urge all who are involved in project management activities to take advantage of these
opportunities for your professional growth as well as the continued improvement of Marathon
and MAPs competitive position.
Sincerely,
Clarence P. Cazalot Jr. Gary R. Heminger
President & CEO President
Marathon Oil Company Marathon Ashland Petroleum LLC
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ContentsAbout the Program ...........................................................................2
Curriculum Paths................................................................................4
Professional Certification ..............................................................6
e-Training .................................................................................................7
Courses
Core Project Management Courses
Managing Projects in Marathon ..................................................................8
Scheduling and Cost Control .......................................................................9
Risk Management .......................................................................................10
Project Leadership, Management and Communications..........................11Contract Management Principles and Practices .......................................12
Quality for Project Managers .....................................................................13
Project Management Applications ............................................................14
Exam Review Course
PMP Exam Preparation .............................................................................15
Information Technology Project Management Courses
Managing IT Projects .................................................................................16
IT Risk Management...................................................................................17
Software Testing for Better Project Management .....................................18
Network and Telecom Principles for Project Managers ............................19
Systems Integration Project Management .................................................20
Continuing Education Elective Courses
Financial Management for Project and Contract Managers.....................21
Negotiation Skills for Project Managers ...................................................22
Vendor Selection: A Collaborative Approach ............................................23
Writing Statements of Work: The Heart of Any Contract ........................24
Requirements Management: A Key to Project Success..............................25
Rapid Assessment and Recovery of Troubled Projects ..............................26
Managing Global Projects ..........................................................................27
Leading Complex Projects ..........................................................................28
Leading Project Managers ..........................................................................29
Aligning Project Management with Organizational Strategy ...................30
Program Management ................................................................................31
Information for Attendees .........................................................32
Frequently Asked Questions .....................................................33
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About the Program
Managing Projects for Competitive
Advantage
In the energy industry, those organizations
that can quickly mobilize motivated, multi-
disciplined teams to address varied andcomplex opportunities will succeed. In 1997,
Marathon took a considerable step towards
creating this agile organization with the devel-
opment of the Marathon Project Management
Process (MPMP). MPMP provides a framework
to respond quickly and effectively apply our
talent and resources to precisely the right tasks.
Project Management as a Core
Competency
Marathon needs skilled practitioners ofmodernproject management to realize all the benefits
of the MPMP. Marathon spends in excess of
$1 billion and commits hundreds of people to
projects each year. As a Project Management
Professional you are vital to ensuring these
resources are utilized effectively to create value
for the company.
Project management skills enable you to work
within time, quality, cost and technical perfor-
mance constraints, while focusing on customers
real needs.
The project management discipline emphasizes
the leadership, negotiation and communica-
tion skills that are critical when you cannot rely
solely on position in the hierarchy to get things
done.
A project management focus teaches
professionals how to work across functional
boundaries and how to calculate risks, bring
about change and integrate personal goals with
those of the organization.
Professionals with these skills are in high
demand.
Why the Program Was Created
Marathon is pleased to bring you the
Marathon Project Management Professional
Development Program. This program is
designed to move project management out of
the realm of the accidental profession and into
a recognized path for career success at Mara-
thon. The program comes to you through the
coordinated efforts of Marathon Engineering &
Technology, ESI International and The George
Washington University (GW).
The program will provide instruction to create acommon knowledge base that will help
project teams and business units meet their busi
ness, performance, training, management and
work environment objectives, as well as support
Marathons initiatives. ESI International and the
GW School of Business created the program to
help organizations enhance their ability to com-
pete by developing project management com-
petency. To date, the program has served more
than 800,000 professionals from 100 countries
around the world. Because of the breadth of its
scope and the depth of its content, the programhas become the worlds most comprehensive
training in project management.
What the Program Means to You
Whether you are an experienced project man-
ager or new to the project arena, the Marathon
Project Management Professional Development
Program was created for you. For those who are
already running projects, it will reinforce the
positive techniques and skills you are currently
using and will likely provide additional
concepts and areas of focus to increase yourproject success. For those who are new to
projects, these courses will help you avoid some
of the painful and often expensive lessons that
can come with running a project. For team
members, the program will provide insight into
key project management areas where your
contributions are critical to project success.
Practical Courses Taught by a
Distinguished Faculty
The courses are dynamic, thorough and practi-
cal. You will learn to apply the principles and
techniques of project management in realistic
situations where technical, economic and
human resource issues are intertwined. You will
also gain a degree of analytical proficiency and
an understanding of management techniques
that you could otherwise only acquire through
many years of on-the-job experience.
You can apply the
science of project
management across
the spectrum of our
business and do noth-
ing but make money.
Carl P. Giardini, Former
Executive Vice President,
Marathon Oil
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About the Program
The instructors selected for their project
management expertise and their ability to
communicate that expertise are skilled in
engaging participants in constructive problem
solving. All of the instructors have distinguished
themselves as project managers or in other busi-
ness endeavors, and as educators with other
institutions.
A World-Class Education
The program builds on the essential compo-
nents of the world-class curricula offered by ESI
and GW, as well as on the Project Management
Body of Knowledge (PMBOK Guide) defined by
the Project Management Institute (PMI).
ESI is an international educational and
consulting firm that conducts training in
project management, business analysis, contractmanagement and sourcing management.
GW is known for high-quality professional de-
velopment training that blends theoretical and
practical knowledge. In association with ESI, the
university offers programs leading to Masters
Certificates in Project Management and Infor-
mation Technology Project Management.
PMI is an independent organization of more
than 200,000 individuals from many countries,
industries and professions. PMI offers a
comprehensive program that certifiesprofessionals in project management.
In the relationship among ESI, GW and PMI,
each organization has a specific role. ESI
develops and manages programs and courses,
provides faculty members and consultants,
and ensures that each course adequately covers
PMBOK Guide topics and other critical infor-
mation. GW approves course content, awards
course completion certificates, provides faculty
members and, along with ESI, awards masters
certificates. PMI defines and publishes the
PMBOK Guide, administers a Project Manage-ment Professional (PMP) examination and
certifies project managers who pass the
examination and meet other qualifications.
Where the Program Leads
Courses in the program are open to all
Marathon employees with the approval of their
supervisor. These courses will provide for your
project management educational needs at everypoint in your career. Even if you are
not pursuing professional credentials,
these classes will allow you to im-
prove your project management skills
and knowledge, as well as stay current
in the project management discipline.
For those who seek a depth and
breadth of knowledge and who want
to acquire a defined set of compe-
tencies used by professional project
managers everywhere, the program
offers masters certificates from ESIand the GW School of Business.
Masters
certificates awarded by the university are widely
recognized as evidence of superior competence
in professional fields. Those interested in earn-
ing project management credentials have three
options:
Obtaining a Masters Certificate in Project
Management
Obtaining a Masters Certificate in Informa-
tion Technology Project Management Becoming certified as a Project Management
Professional (PMP) by the Project Manage-
ment Institute (PMI)
Marathon encourages all project managers to
seek both the masters certificate and PMP cer-
tification. The curriculum paths on pages
45 illustrate what is required to earn a masters
certificate and certification as a PMP. By earn-
ing PMP certification, you demonstrate a
commitment to the profession and a level of
knowledge of the PMBOK Guide, which is
considered the foundation of modern projectmanagement. See page 6 for more information
about becoming a certified PMP.
Project manage-
ment is the furnace
in which successful
careers are forged.
Tom Stewart, Intellectual
Capital, The New Wealth of
Organizations
PMBOK is a trademark of the Project Management Institute, Inc., and is registered in the United States and other nations.
PMI is a service mark and trademark of the Project Management Institute, Inc., and is registered in the United States and other nations.
PMP is a certification mark of the Project Management Institute, Inc., and is registered in the United States and other nations.
3
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Curriculum Paths
Curriculum Recommendations
If you intend to pursue the Masters
Certificate in Project Management, you
must take a total of seven courses in four
years, as illustrated in the diagram to theright. We recommend taking Managing
Projects in Marathon before any other
courses. You should take Project Manage-
ment Applications only after completing
at least six other core project manage-
ment courses.
If you are pursuing the Masters Certifi-
cate in Information Technology Project
Management, you must take a total of
seven courses in four years, as illustrated
to the right. We recommend taking
Managing IT Projects before any othercourses.
If you have significant project manage-
ment experience, you may take one of
the other courses first. However, you
must takeManaging Projects in Mara-
thon orManaging IT Projects at some
point to receive your masters certificate.
4
On successfully completingthe required seven courses,you will receive a Masters
Certificate in ProjectManagement awarded
by ESI and The GeorgeWashington University.
Managing Projectsin Marathon (page 8)
Risk Management
(page 10)
Project Leadership,Management and
Communications (page 11)
Contract Management Prin-ciples and Practices (page 12)
Quality for ProjectManagers (page 13)
Project ManagementApplications (page 14)
Start by taking . . .
Finish by taking . . .
Core ProjectManagement Curriculum
Then take at least two of
the following courses . . .
Scheduling and Cost Control(page 9)
Elective Courses
You may apply up to four coursestoward your masters certificatefrom the following:
PMP Exam Preparation
Information Technology ProjectManagement courses
Courses for Experienced ProjectManagers
Business Analysis courses
Project Management Electivecourses
Then take at least two of
the following courses . . .
Start by taking . . .
On successfully completingthe required seven courses,you will receive a Masters
Certificate in InformationTechnology Project
Management awarded byESI and The George
Washington University.
IT RiskManagement(page 17)
Systems Integration ProjectManagement(page 20)
Managing IT Projects(page 16)
Core Information TechnologyProject Management Curriculum
Software Testing for Better Proj-
ect Management(page 18)
Network and Telecom Prin-ciples for Project Managers
(page 19)
Elective Courses
You may apply up to four coursestoward your masters certificate fromthe following:
PMP Exam Preparation
Core Project Management courses
Courses for Experienced ProjectManagers
Business Analysis courses
Project Management Electivecourses
Finish by taking . . .
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Curriculum Paths
5
Project Stakeholders
If you are a member of a project
team who wants to better under-stand the fundamentals of project
management and how they affect
you, you should take . . .
Managing Projects inMarathon (page 8)
. . . followed by any of the core
courses or continuing education
electives.
PMP Exam Preparation(page 15)
As you prepare to earn
certification as a ProjectManagement Professional
(PMP) through the Project
Management Institute (PMI),
take the review course . . .
. . . which specifically prepares
you to take the PMP certifi-
cation exam . . .
PMI offers a 200-question
exam. By successfully com-
pleting the exam and qualify-
ing in the areas of service,education and experience,
you can
become a certified Project
Management Professional
(PMP). Marathon has
endorsed the PMI certifica-
tion program for Marathons
project managers. For more
information about PMP cer-
tification, see page 6.
Project ManagementCertification
Negotiation Skills for ProjectManagers (page 22)
Vendor Selection: ACollaborative Approach
(page 23)
If you wish to enhance your ex-
pertise in certain areas, take anyof the following courses . . .
Managing Global Projects
(page 27)
Leading Complex Projects(page 28)
Leading Project Managers(page 29)
Program Management(page 31)
Elective Courses
Writing Statements of Work:The Heart of Any Contract
(page 24)
Requirements Management:A Key to Project Success
(page 25)
Aligning Project Managementwith Organizational Strategy
(page 30)
Rapid Assessment and Recov-ery of Troubled Projects
(page 26)
Financial Management forProject and ContractManagers (page 21)
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Professional Certification
Understanding that it is people, notcompanies, that build projects, Marathonhas committed to creating outstanding Project
Management Professionals to staff and manage
our projects. We encourage Project Manage-
ment Professionals to pursue formal
certification.
The courses in the Marathon Project Manage-
ment Professional Development Program may
be taken either individually or together as a
course of study leading to official credentials.
Those credentials come in three forms:
A Masters Certificate in Project Management
A Masters Certificate in Information
Technology Project Management
Certification as a Project Management
Professional (PMP) by the Project
Management Institute (PMI)
University-Awarded Masters
Certificates
The Masters Certificate in Project
Management
By earning a Masters Certificate in Project
Management, you will gain the common base
of knowledge and skills represented by the Core
Project Management Curriculum. The program
is designed for managers in all fields and
professions. The courses address the entire
PMBOK Guide.
To earn a Masters Certificate in Project
Management, you must successfully complete
a total of seven courses within four years,
as explained on page 4.
The Masters Certificate in Information
Technology Project Management
The Core Information Technology Project Man-
agement Curriculum recognizes that the rapidly
expanding field of information technologyproject management constitutes a distinct body
of knowledge. It offers an exceptional
opportunity to fine-tune your education to your
background, professional interests and business
focus.
To earn a Masters Certificate in Information
Technology Project Management, you must suc-
cessfully complete a total of seven courses within
four years, as explained on page 4.
Certification as a Project
Management Professional
The Project Management Institute offers a two-
part qualification and examination program
leading to certification as a project managementprofessional (PMP). By successfully completing
the exam and qualifying in the areas of
service, education and experience you can
become certified as a PMP.
The project management body of knowledge
(PMBOK Guide) is a term that describes the
sum of knowledge within the profession of proj-
ect management. The PMBOK Guide
forms the foundation of the Marathon Project
Management Process. A copy is included in the
MPMP Guidelines.
The PMP certification exam tests your knowl-
edge in nine PMBOK Guide areas:
Project integration management
Project scope management
Project quality management
Project time management
Project cost management
Project risk management
Project human resource management
Project procurement management
Project communications management
The specific PMBOK Guide areas taught in the
individual courses are listed on the appropriate
course description pages. Each of the nine
areas is addressed primarily by one course and
secondarily by others.
For more information about certification
requirements, the exam and exam locations,
contact your local PMI chapter or the
PMI headquarters in Newtown Square,
Pennsylvania, at (610) 356-4600 or visit thePMI Web site atwww.pmi.org.
The ESI course PMP Exam Preparation, which
PMI has recognized as meeting its established
criteria, will help you prepare for the PMP
certification exam. The course will be offered
internally at Marathon; however, you may
attend one of ESIs regularly scheduled public
sessions of this course or take the course online
via ESIs e-training. For more information, see
ESIs Web site atwww.esi-intl.com.
6
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e-Training
The Marathon Project ManagementProessional Development Program makesit easy or you to get the expert training you
need right at your desk. ESIs e-training
courses are led by the same high-quality,
well-respected instructors that youve grown to
trust in every ESI course, and the quality o the
learning experience is equally robust.
Master Project Management withthe Click of a Mouse
ESIs Macromedia Flash-based e-training
courses place you in a ctional, but realistic,
environment, where you must solve a series o
challenges. The courses contain all the materials
you need to solve each challenge, so every lesson
is a valuable, sel-contained tool.
Each e-training course oers:
Assigned online instructor/mentor
One-on-one interaction gives you personal
access to your group instructor and provides a
supportive environment in which to learn.
Self-paced exercises and case studies
ESIs online courses are designed as modules,
enabling you to work at your own pace and
navigate through course components with
ease.
Access to a resource-rich online librarywith sample forms and seminar transcripts
With all the tools readily at hand, you spend
your time actively learning, not searching or
resources.
Collaboration through online bulletin boards
Students orm collaborative online learning
communities through an online discussion
area. This allows all students to discuss a topic
without having to be online simultaneously.
Ongoing assessments
Prompt eedback rom instructors enablesyou to continually sharpen your ocus as you
train and provides increased motivation.
Academically, ESIs online classes are as
challenging as their classroom courses. Most
courses typically take about 30 hours to
complete, which you must do within 42 days.
Like ESIs classroom courses, a nal exam tests
your mastery o the subject, although the ma-
jority o your grade is based on the case studies
and exercises you complete.
Earn a Masters Certificate Online
ESI brings its two decades o experience and the
backing o The George Washington University
to all o their e-training courses. Now you can
earn a Masters Certicate in Project Manage-
ment entirely online. For even greater fexibility,
you can integrate traditional classroom learning
with e-training.
You can also earn valuable CEUs and PDUs or
e-training classes, so i youre PMP-certied,
these credits can be used to maintain your
PMP certication.
The ollowing courses are currently available in
an e-training ormat:
Core Project Management
Managing Projects
Scheduling and Cost Control
Risk Management
Project Leadership, Management and
Communications
Contract Management Principles and Practices
Quality for Project Managers
Project Management Applications
Information Technology Project Management
Managing IT Projects
Exam Review
PMP
Exam PreparationFor more inormation on ESIs e-training cours-
es, please visit their Web site at
www.esi-intl.com.
Macromedia and Flash are trademarks or registered trademarks of Macromedia, Inc. in the United States and/or other countries.
7Forinformationaboutregistering,seepage32.
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1. Understanding theProcess of ManagingMarathon Projects
a. What are projects?
b. Why project management?
c. The project life cycle
2. Building Projects from aClear Need
a. Identifying stakeholders
b. Reviewing stakeholders
needs
c. Assessing the organization
d. Building SMART objectives
Specific
Measurable
Agreed to
Realistic
Time-constrained
e. MPMP requirements
development
Strategic project
planning
Functional
requirements
Technical requirements Project Execution plan
3. Project Selection: Keysto Success
a. Stakeholders in the project
selection process
b. Benefit/cost ratios
c. Present value using
todays monetary values
d. Opportunity costs: the
forgotten variable
Managing Projects in Marathon
4. Defining the Project
a. Using the Project
Definition Worksheet
b. Establishing the projects
requirements and
constraints
c. Evaluating and managing
risk
d. Setting implementation
strategies
e. Defining project success
criteria
5. How Realities ofOrganizational Life AffectProjects
a. Matrix vs. functional
organization
b. Task force organization
c. Establishing the project
team
d. The responsibility matrix
e. Resource loading
6. Capable People: TheHeart of Every Project
a. Characteristics of the
successful project team
b. Team recruiting
c. Managing team dynamics
d. Succeeding in the
high-responsibility/low-
authority environment
e. Sources of authority
f. Leadership and
communication skills
g. Managing teams involving
subcontractors
Get a solid understanding of project management methods with this comprehensive introductorycourse. Gain practical experience in proven project management techniques and discover a wealthof valuable, flexible tools that you can use immediately to ensure the success of any project in any type
of organization.
Managing Projects in Marathon gives you the foundation, experience, techniques and tools to manage
each stage of the project life cycle, work within organizational and cost constraints, set goals tied
directly to stakeholder needs, get the most from your project management team, and utilize state-of-the-art project management tools to get the work done on time and within budget. Covering the entire
project life cycle, this course is built around the second edition of Dr. J. Davidson Frames popular book,
Managing Projects in Organizations , and integrates the Marathon Project Management Process. The latest
insights from the Project Management InstitutesA Guide to the Project Management Body of Knowledge,
which incorporates information critical to project success, are also highlighted.
Youll learn project management skills through incisive case studies, hands-on exercises, and a broad
array of practical experiences that can immediately be applied to your job. This approach yields a com-
prehensive project management experience, including the early stages of defining project requirements,
developing work breakdown structures, project change control, and closeout. This courseopens the
door to more efficient project implementation.
Participants taking this course should not takeManaging IT Projects.
Syllabus
Course length:3 days
Learn how to:Master fundamental proj-
ect management skills,
concepts and techniquesUse simple and effective
ranking techniques to se-
lect high-opportunity
projects
Link project goals and
objectives to clear, com-
pelling stakeholder needs
Recruit and manage a
high-performance team
Develop work break-
down structures
Set realistic, measurable
objectives and ensurepositive results
Estimate project costs
and schedules using sim-
ple, proven techniques
Establish a dependable
project control and
monitoring system
PMBOK Guideknowledge areas: Project integration
management Project scope
management
Project time manage-
ment
Project cost management
Project risk management
Project human resource
management
Project communications
management
ACE CREDITrecommendation:2 undergraduatecredit hours
7. Setting the ProjectCourse: Tools andTechniques for Planning
a. MPMP planning process
b. Work breakdown
structures
c. Network diagrams
PERT, CPM
d. Building project budgets
e. Responsibility matrices
f. Resource loading and
leveling
8. Managing Change:Keeping the Project onCourse
a. Change control
procedures that work
b. Evaluation and control
c. Crucial role of project
documentation
d. Tracking variance (cost and
schedule)
e. Integrated cost and
schedule control systems
f. Reporting on projectpersonnel
9. Closing Out the Projectwith Positive Results
a. Validating project success
b. Documenting and
publicizing results
c. Meeting all contractual
obligations
d. Capturing and sharing
knowledge
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1. Essential Background
a. Overview of the project
management life cycle
b. The triple constraint
c. Planning tools
d. Project requirements
a review
e. The work breakdown
structure a review
2. Resource Allocation andEstimating
a. Using estimates for
scheduling and cost
control
b. The basic rules of
estimating
c. Levels of estimating and
estimate types Top-down vs.
bottom-up
Order of magnitude
Budget
Definitive
d. Four estimating
methodologies
e. Identifying controllable
costs
Resource
Material
Direct
Indirectf. Planning for risk with
contingency
g. Building the project
resource pool
Using resources to
build estimates
The responsibility
matrix
h. Time-controlled estimates
i. Resource-limited
estimates
Develop effective measures for scheduling and controlling projects as you put the tools of projectmanagement to work. In this course youll focus on managing the constraints you face in anyproject: limits on time, human resources, materials, budget and specifications. Discover proven ways to
work within your identified constraints, without letting predefined limits curtail creativity or innovation.
From the opening morning, youll get hands-on experience, practicing your skills in building project
requirements and the work breakdown structure. Youll learn a sound, logical framework for schedul-
ing and controlling project activities. And youll master techniques for estimating, forecasting, budgeting,monitoring, controlling, analyzing and reporting costs and interpreting the meaning of earned-value data.
Individual and small-group exercises feature scenarios that help hone these skills, and a comprehensive
toolkit provides practical field guidance.Discover a number of sophisticated tools and techniques that
you can use to manage time and costs effectively on every type of project.
Please bring a calculator to class.
Syllabus
3. Scheduling
a. Network scheduling
b. Validating schedules
c. Arrow diagrams and
precedence diagrams
d. Basic scheduling and
network calculations
e. Advanced precedence
relationships and the
critical path
f. Alternative constraints
g. Gantt and milestone charts
4. The Baseline
a. Establishing baselines
b. Understanding types of
baselines
c. Time-phased distribution
of costs
d. Cumulative cost curves
5. Managing Change Withinthe Project
a. The process of control
b. Identifying sources of
change
c. Screening change
d. Updating the project plan
e. Communicating change
6. Evaluation andForecasting
a. Causes of variances
b. Establishing the data
date for evaluationc. Controlling costs and
schedule late in the project
d. Components of the
project audit
e. Considerations in
establishing a monitoring
system
f. Earned value
g. Advanced earned-value
forecasting tools
7. The Exit Strategy
a. Steps in completing the
projectb. Scope verification
c. Contract closeout
d. Administrative closure
Course length:5 days
Learn how to:Use the work break-
down structure to de-
velop a network diagramCalculate schedules us-
ing PERT/CPM
Identify, assign and
tabulate resource
requirements
Predict costs and work
time using specific levels
and estimate types
Plan for contingencies
and anticipate variations
Predict future project
performance based on
historical data
Monitor changes and
close out projects
on time
PMBOK Guideknowledge areas: Project scope
management
Project time manage-
ment
Project cost manage-
ment
Project risk management
Project procurement
management
ACE CREDITrecommendation:2 undergraduate
credit hours
Scheduling and Cost Control
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Project management is opportunity management. It is the ability to seize opportunities, minimizethreats and achieve optimum results. Too often, risk management is seen as reactive, or worse,unresponsive. Nothing could be further from the truth. In this course, youll work through the proactive
approach to threat and opportunity based on a clear understanding of the powerful nature of both
qualitative and quantitative approaches to risk management.
Risk Management examines threat and opportunity from both a top-down and bottom-up perspective
using ESIs proven eight-step risk management process. Using effective tools, including ESIs highlyregarded assessment model, youll learn how to evaluate and respond to risk at the project and task
levels.
Included in the course is a multi-part case study that takes you from a risk overview at the beginning of
a project through the challenges of ongoing assessment and reassessment of threats and opportunities
throughout the project.
Youll end the course with new practices to apply in your environment and new insights on the implica-
tions and advantages of applying risk management well.
Participants taking this course should not take IT Risk Management.
Syllabus
Course length:3 days
Learn how to:Use a practical, eight-
step process to manage
project riskIdentify threats and
opportunities and weigh
their relative value in
your project
Control multiple risks
using concise strategies
Overcome psychological
barriers to risk in stake-
holders and team
members
Make risk and opportu-
nity integral components
of your next project plan
PMBOK Guideknowledge areas: Project time manage-
ment
Project cost management
Project risk management
Project procurement
management
Project communications
management
ACE CREDITrecommendation:2 undergraduatecredit hours
1. Introduction to Riska. Definition and
characteristics of risk
b. Elements and factors of
risk
Event (future
occurrence)
Probability
(uncertainty)
Impact (amount at
stake)
c. Types of risk
d. Components of risk
management
Identification
Quantification
Response development
Response control
2. Risk ManagementPlanning and IdentifyingRisk
a. Risk management planning
b. Risk identification
c. Idea generation tools and
techniques
3. Analysis Fundamentals
a. Probability and impact
b. Presenting risk
Descriptive
Qualitative
Quantitative
c. Probability analysis
4. Analyzing and PrioritizingRisk
a. Determining risk
tolerances
b. Analyzing risks
c. Impact analysis
d. Risk-based financial tools
and techniques
e. Expected-value analysis
f. Decision trees
g. Prioritizing risks
5. Risk Response Planninga. Risk response strategies
for opportunities and
threats
b. Risk acceptance
c. Risk avoidance
d. Risk mitigation
Probability
minimization
Impact minimization
e. Transference
f. Establishing reserves
6. Execution, Evaluation
and Updatea. Risk response monitoring
and control
b. Execute risk strategies
c. Contingency plans and
workarounds
d. Risk evaluation
e. Reassessing risk
f. Risk documentation
RiskManagement
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1. Leadership andManagement
a. What is leadership?
b. The difference
between leadership and
management
c. Assessing your leadershipcompetencies and
developmental needs
d. Articulate your leadership
vision, in light of the
assessment, and consider
the best way(s) to realize
it
e. Processes for establishing
direction, aligning people
and motivating people to
follow your vision
f. Identifying different
leadership styles Tasking
Encouraging
Steering
Entrusting
2. Leading Effective Teams
a. What is a team?
b. The stages of team
development
Forming
Storming
Norming
Performing
Adjourning
c. Leading and maintaining
effective, productive
teams
d. Evaluating team progress
and coaching team
members as necessary
3. Building Relationshipsa. How individual differences
affect your ability to lead
b. Identifying your
motivational patterns using
the Strength Deployment
Inventory (SDI)
c. How to be more
influential by
understanding motivational
patterns
d. Using an understanding of
individual differences to
help you manage conflictmore effectively
4. Ethics and Leadership
a. The definition of ethics
and the link between
ethics and trust
b. The role of ethical
behavior and leadership
c. The difference
between personal and
organizational ethics
d. The effect of the triple
constraint on ethics
Course length:3 days
Learn how to:Lead project teams
through more effective
communication
Identify motivational val-
ue systems to improve
productivity and
cooperation
Recognize the role of
business and personal
ethics in leadership
Define predictable
change stages and identi-
fy appropriate leadershipstrategies for each stage
Utilize a powerful four-
stage collaborative
negotiation process
Create a Leadership
Development Plan to
implement when you
return to work
PMBOK Guideknowledge areas: Project time manage-
ment
Project cost manage-
ment
Project risk management
Project time manage-
ment
Project human resource
management
Project communications
management
ACE CREDITrecommendation:2 undergraduatecredit hours
ProjectLeadership,ManagementandCommunications
Project Leadership, Management and Communications is an interactive course designed to provide asolid foundation in key leadership competencies and to afford you the opportunity for a truly trans-formational leadership experience. As a participant, you will complete a self-assessment of your leader-
ship skills, then master the basics of these leadership competencies: setting direction, aligning people,
motivating and inspiring, leading teams, communicating, building relationships, facilitating ethical conduct,
negotiating and leading change.
After you assess your skills, youll create and refine a personal leadership vision and work on strengthen-
ing your leadership competencies as you develop your personal Leadership Development Plan. Youll
learn how to empower yourself and other team members through more effective negotiation based
on an understanding of the differences between competitive and collaborative negotiation approaches
and youll gain an appreciation of the importance of a collaborative win/win negotiation process.
Youll also gain a clear understanding of why communication is so important regardless of how a
project is organized. And youll discover how business and personal ethics can influence your leadership
style and personality, and how your individual leadership style and personality can influence the course a
project will take.
Working with other professionals and an experienced instructor/facilitator in an interactive classroom
environment, youll engage in revealing case studies, lively discussion and practical exercises.Project managers and business professionals who need to increase their leadership skills will find Project
Leadership, Management and Communications to be extremely valuable as they master important skills to
get the most from their most valuable project management resource their people!
Syllabus
5. Negotiating Conflict
a. Major sources of conflict
on project teams
b. The five modes of handling
conflict
Forcing
Smoothing Withdrawing
Compromising
Problem solving
c. The difference between
competitive negotiation
and collaborative
negotiation
d. Conflict scenarios and
strategies for initiating
conflict resolution
e. Power bases used in
typical organizations
f. How to plan and conductcollaborative negotiation
6. Leading Change
a. Your role in a changing
organization
b. Predictable stages of
adjusting to change
c. Appropriate leadership
strategies for each stage
d. Developing a change
management plan
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1. Understanding theContract ManagementProcess
a. Contract management
definition
b. Description and uses of
contracts
c. Buyer and seller
perspectives
d. Contract management and
the PMBOK Guide
2. Teamwork Roles andResponsibilities
a. Concept of agency
b. Types of authority
c. Privity of contract
d. Contractor personnel
3. Concepts and Principlesof Contract Law
a. Mandatory elements
of a legally enforceable
contract
b. Terms and conditions
c. Remedies
d. Interpreting contract
provisions
4. Contracting Methods
a. Contracting methods
competitive and
noncompetitive
b. Purchase cards, imprest
funds or petty cash
c. Sealed bidding, two-
step sealed bidding,
competitive negotiation
and competitive proposals
d. Reverse auctions
e. Purchase agreements vs.
contracts
f. Single-source negotiation
vs. sole-source negotiation
5. Developing ContractPricing Agreements
a. Uncertainty and risk in
contract pricing
b. Categories and types of
contracts
c. Selecting contract types
6. Preaward Phase
a. Buyer activities
b. Seller activities
c. Understanding the
PMBOK Guide
Project managers, contract managers and other professionals involved in the world of contracts mustbe able to work effectively together and with customers, contractors and subcontractors to accom-plish key organizational objectives. Because contracts are developed in an increasingly complex environ-
ment, including the rising use of contracted supplies and services throughout government and industry, a
solid understanding of the contracting process is critical and can give you an advantage whether you are
on the buyers or sellers side.
Get an overview of all phases of contracting, from requirements development to closeout. See how
incentive can be used to improve contract results.
This course explores these vital issues from the managers perspective, highlighting key roles and re-
sponsibilities to give you greater influence over how work is performed. Youll also discuss actions that
can be taken to help ensure that contractors or subcontractors perform as required under the contract.
Effective contract negotiation and administration can ensure project success, speed performance, and
reduce risks and costs along the way. Discover the keys to contracting from your perspective in this
practical course.
Syllabus7. Award Phase
a. Source selection process
b. Selection criteria:
management, technical
and price criteria
c. Evaluation standards
d. Evaluation procedures
e. Negotiation objectives
f. Negotiating a contract
8. Contract Administration
a. Key contract
administration policies
b. Continued communication
c. Tasks for buyers and
sellers
d. Contract analysis
e. Performance and progress
f. Records, files and
documentation
g. Managing change
h. Resolving claims and
disputes
i. Termination
Course length:3 days
Learn how to: Identify contract com-
ponents and understand
the process from start to
finish
Select the right contract
type for your project
Decipher contract legal-
ese
Choose the offer that will
result in the best value
for the buyer
Agree on objectives,
requirements, plans andspecifications
Negotiate favorable
terms and make revisions
to the contract
Apply rules of contract
interpretation in project
disputes
Administer contracts
appropriately, and know
when and how to
terminate before or upon
completion
PMBOK Guideknowledge areas: Project quality
management
Project risk management
Project procurement
management
ACE CREDITrecommendation:
1 undergraduatecredit hour
ContractManagementPrinciplesandPractices
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1. Managing Project Quality
a. What is quality?
b. Quality and the triple
constraint
c. What is project quality
management?
d. The evolution of quality
e. Systems thinking
f. The cost of quality
g. Formal quality systems
2. Planning Project Quality
a. What is quality planning
(QP)?
b. QP inputs and tools and
techniques
c. Stakeholders and
customers
d. Project quality
requirements
e. Project quality standards
f. Quality function
deployment (QFD)
g. QP outputs
3. Assuring Project Quality
a. What is quality assurance
(QA)?
b. QA inputs and tools and
techniques
c. Developing QA activities
d. Investigating QA
capabilities
e. Process improvement
f. QA activities and
the project quality
management plan
g. Quality audits
h. Quality path vs. critical
path
i. QA and change control
j. QA outputs
Quality for Project Managers applies quality principles to project management itself, as well as to theproducts and services resulting from projects. It brings to the forefront the essentials of projectquality management and its vital link to business success, with a focus on the tools and essentials of
effective quality management that work for your organization, regardless of your industry. The course
prepares the project manager to be a positive force in using project quality management to help ensure
project and business success.
Businesses today realize that customer satisfaction and, thus, competitive success hinge on the effectiveimplementation of quality concepts, tools and techniques. This includes defining business quality
standards, determining performance measurements, and continuously improving processes, procedures
and products. This course shows you how to integrate quality management concepts with project
management practices to create a successful quality management program to support your business
success.
Youll learn about the philosophy and principles of quality management and learn how to translate these
concepts into specific actions that are key to successful project quality efforts. The course presents a
five-step model for successfully planning project quality, a five-step model for effectively assuring project
quality and a quality-control toolkit, all of which you can immediately apply to your work environment.
With a strong emphasis on exercises, this course gives you the opportunity to apply quality strategies
and skills to real-world scenarios. You will practice concepts, tools and techniques using modularized
case studies that require immediate and direct application of skills learned.
Syllabus
Course length:3 days
Learn how to: Integrate project quality
management into the
entire project life cycleUse five steps to plan
effectively for project
quality management
Use five steps to as-
sess and improve your
organizations current
quality capabilities to
ensure that projects will
meet specified quality
standards
Ensure customer satis-
faction by monitoring re-
sults using project qualitycontrol tools
Apply project qual-
ity management tools
and techniques to real
world project manage-
ment
situations
PMBOK Guideknowledge areas: Project integration
management
Project qualitymanagement
Project communications
management
ACE CREDITrecommendation:2 undergraduatecredit hours
Quality forProjectManagers
4. Controlling ProjectQuality
a. What is quality control
(QC)?
b. Major questions of QP, QA
and QC
c. QC inputs and tools and
techniques
d. The voice of the customer
and the voice of the
processe. Good enough approach
f. Taguchis loss function
g. Quantum innovation vs.
continuous improvement
h. Plan-do-check-act (PDCA)
cycle
i. Basic quality control
toolkit
j. QC activities and
the project quality
management plan
k. QC outputs
5. Putting Project Qualityto Work
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1. Team Building
a. Project assignment
Initial project
assessment
Team ownership
b. Organizational assessment:
working with what you
have
Staffing
Resources
Management support
c. Options assessment Preemptive
troubleshooting
Historical review
2. Preproposal Analysis andPlanning
a. Analyzing the market
b. Assessing risk
c. Building the team and
reviewing roles
d. Developing a plan to
complete the proposal
Watch basic concepts come to life in this course, a comprehensive synthesis of core projectmanagement principles designed to reinforce skills learned throughout the core curriculum. Buildon your new competencies and test your skills as you work in teams to complete an extensive, realistic,
week-long project case study.
Youll propose, plan and execute a full-scale project under typical organizational constraints using the
Marathon Project Management Process. Follow your project through the life cycle, resolving issues of
performance, scheduling and control as you address questions of leadership and management. Eachteam member will take a turn as project manager, defining objectives and performing tasks and produc-
ing deliverables critical to the projects success.
As a course participant, youll receive a complimentary copy of ESIs Project Management Tools CD for
your use following the classroom experience.
Confirm your mastery of the core principles of project management in this experiential course and gain
the hands-on confidence to practice new skills in your organization.
This practice-based course caps the Core Project Management Curriculum. Because it pulls together
competencies gained in the other courses, participants should complete at least six other core project
management courses before registering forProject Management Applications.
We recommend bringing a laptop computer for use in class.
Syllabus
3. Proposal Kickoff andPreparation
a. Evaluating the
requirement
b. Evaluating bid contracts
c. Obtaining the teams
commitment
d. Writing the winning
proposal
e. Delegating to team
members
f. Managing time constraints4. Postaward Planning
a. Project kickoff meeting
Goals
Participants
Principal points
b. Detailed project planning
5. Negotiation/Agreement
a. Four steps of
prenegotiation
preparation
b. Negotiation performance
Exploratory sessions
Joint-gain resolutionc. Postnegotiation activity
Memoranda and
documentation
Communication
Course length:5 days
Perform each phase ofproject managementas you:
Select the level of staff-ing, resources and
management support
required for a project
Assemble a project team
and gain commitment on
project objectives
Assign tasks based on
work breakdown
structure
Estimate time and costs
and present a project
plan to team members
and stakeholdersCreate a project binder
documenting each stage
of the project and lessons
learned
PMBOK Guideknowledge areas: Project integration
management
Project scope
management
Project qualitymanagement
Project time manage-
ment
Project cost management
Project risk management
Project human resource
management
Project procurement
management
Project communications
management
ACE CREDITrecommendation:2 undergraduatecredit hours
6. Implementation
a. Measuring performance
b. Managing risk and
uncertainty
c. Reporting progress and
following up
d. Managing change and
achieving project control
e. Leveling resources
7. Closeout
a. Team
Review Closeout
Reassignment
b. Project
Documentation
Lessons learned
c. Organization
d. Client
Sign-off
Ownership
Revenue enhancement
ProjectManagementApplications
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1. Project ManagementProcess Groups
a. Initiating processes
b. Planning processes
c. Controlling processes
d. Executing processes
e. Closing processes
2. Project IntegrationManagement
a. Project plan development
Historical information
Constraints and
assumptionsb. Project plan execution
c. Overall change control
Change control system
Confirmation
management
3. Project ScopeManagement
a. Initiation
b. Scope statement
Cost, schedule and
performance criteria
Management plan
Work breakdownstructure
Scope baseline
c. Scope definition
d. Scope reporting
4. Project QualityManagement
a. Quality planning
b. Quality assurance
c. Quality control (QC)
5. Project TimeManagement
a. Activity definition
b. Activity sequencing
Dependencies
PDM vs. AOA
c. Activity-duration
estimating
Resource requirements
Historical information
d. Schedule development
Resource pools
Calendar
e. Schedule control
Performance reports
Change requests
6. Project CostManagement
a. Estimating and forecasting
b. Budgeting
c. Cost control
d. Present value
7. Project Risk Management
a. Identification
b. Quantification
c. Response development8. Project Human Resource
Management
a. Organizational planning
b. Staff acquisition
c. Team development
Theories of motivation
Conflict resolution
Influence factors
Course length:2 days
Learn how to:Reduce your study time
by halfby focusing only
on relevant exam topicsDevelop a personal study
plan based on three high
ly successful techniques
used worldwide
Use the five-step elimi-
nation process to help
answer any question
correctly
Turn double negatives
into simple statements
Beyond academic credentials, certification by the Project Management Institute (PMI) as a Project
Management Professional (PMP) shows the world that youve mastered essential project manage-
ment skills and knowledge. Marathon strongly encourages all project managers to earn PMP
certification. To earn PMP credential from PMI, you must demonstrate the required long-term
commitment to project management professionalism and pass a rigorous, 200-question exam
covering the five project management processes and nine knowledge areas in PMIs PMBOK Guide.
Improve your chances of passing the grueling PMP
certification exam on the first try with thiswell-proven and successful course. Youll find out exactly what components of your project management
background will be tested so you know where to focus your attention during the vital weeks of prepara-
tion. Youll become familiar with the makeup and format of the exam itself, thanks to ESIs
exclusive PMP Exam: Practice Test and Study Guide, featuring hundreds of multiple-choice questions
and fully referenced answers. Plus, youll get a chance to explore the rationale behind each answer
with your instructor, a certified PMP.
In addition to ESIs PMP Exam: Practice Test and Study Guide, youll take home an extensive collection of
exam-preparation study materials, including PMIsA Guide to the Project Management Body of Knowledge
and ESIs popular and unique PMP Challenge! 600 questions on spiral-bound, fully tabbed flashcards.
Learn from the project management experts at ESI how to make the most of your limited study time.
Syllabus
9. Project ProcurementManagement
a. Procurement planning
b. Solicitation planning
c. Solicitation
d. Source selection
e. Contract administration
f. Contract closeout
10. Project CommunicationsManagement
a. Communications planning
b. Communication process
c. Skills, techniques andstyles
d. Information distribution
e. Administrative closure
11. ProfessionalResponsibility
a. Ensuring individual
integrity and
professionalism
b. Contributing to the
project management
knowledge base
c. Enhancing individual
competenced. Balancing stakeholders
interests
e. Interacting in a
professional and
cooperative manner
12. Studying For and Takingthe Exam
PMP ExamPreparation
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Todays IT projects present unique challenges to the project manager requiring coordination withmany stakeholders and integration of various technological capabilities. In this course, youll discovercritical success factors and hidden risks inherent in IT projects and youll leave with an understanding
of strategies and techniques developed in the field by experienced IT project managers for successfully
managing IT projects.
IT means different things to different people. This course addresses all areas of IT project manage-
ment: hardware, software, systems integration, communications and human resources. It addresses therole of the project manager and the project team at each phase of the project life cycle, helping you gain
the foundation, basic experience, techniques and tools to manage each stage of your project. Youll learn
techniques to determine customer requirements, set goals tied directly to stakeholder needs, get the
most from your project management team, and utilize project management tools to get work done on
time and within budget.
By extending traditional project management concepts into the IT arena, youll gain an understanding
of the strategies and skills necessary to manage IT projects of any size. And youll take home powerful
tools to enhance your IT project management capabilities, as well as written text in your course binder
explaining the concepts in each unit for reference when you return to the workplace. In addition, youll
receive Project Management Terms: A Working Glossaryby J. LeRoy Ward, PMP.
Youll learn IT project management skills through hands-on exercises, interactive case studies and rel-
evant discussions with your peers and an experienced IT project management instructor. This approach
allows you to practice new skills and ask questions as you assimilate a broad array of practical experi-ences that can immediately be applied when you return to the workplace.
Participants taking this course should not takeManaging Projects in Marathon.
Syllabus
Course length:3 days
Learn how to:Define the role of the IT
project manager
Develop a results-drivenproject management
team
Identify, interpret and
manage the real project
requirements
Develop a focused proj-
ect plan to manage IT
projects
Estimate IT project costs
and schedules using
proven techniques
Find solutions to prob-
lems specifically relatedto IT projects
PMBOK Guideknowledge areas: Project integration
management
Project scope
management
Project quality
management
Project time manage-
ment
Project cost management
Project risk management
Project human resource
management
Project communications
management
ACE CREDITrecommendation:2 undergraduatecredit hours
Managing ITProjects
1. Overview of IT ProjectManagement
a. Definition and
characteristics of IT
project management
b. Common reasons why IT
projects fail
c. Critical factors for ITproject success
d. The IT project life cycle
and the activities of each
life cycle phase
e. Project processes
common to all projects
2. Concept Phase
a. Selecting and funding IT
projects
b. Identifying key project
stakeholders
c. The purpose and content
of an IT business cased. Preparing a project
charter
3. Requirements Phase
a. Identifying and articulating
customer requirements
b. Distinguishing between
functional and technical
requirements
c. Using different methods
for gathering requirements
d. Developing a
requirements traceability
methodology
4. Planning Phase
a. Key components of the
project plan and the
planning process
b. Constructing a work
breakdown structure
showing all work
components
c. Building a project schedule
d. Estimating duration,
resources and costs
e. Risk management planning
and risk response planning
f. Subsidiary management
plans, including
communications,
procurement and quality
5. Design Phase
a. Major activities of the
preliminary and detailed
design activities
b. Typical contents of the
technical specification
document
c. Design techniques used in
developing the technical
solution
d. Make or buy decision
methodology
6. Construction Phase
a. Developing a project team
to build and deliver the
product
b. Quality assurance
activities, testing and
audits
c. Assessing project
performance
d. Developing and using
a change request
methodology
e. Developing risk response
strategies
7. Delivery Phase
a. Key activities of the
delivery phase
b. Four major product/
system conversion
strategies
c. Understanding the
go-live transition
responsibilities of the
project manager
d. Developing scope
verification and customer
acceptance strategies
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The unique challenges of IT projects make it mandatory that a successful IT project manager be askilled risk manager. Risk will always exist in IT projects given the need to deal with challengingrequirements and expectations, complex and ever-changing technologies and business needs, and ag-
gressive schedules and budgets to support business success. However, it is not inevitable that risk
management will be an impossible task that will result in your being viewed as reactive, or worse, unre-
sponsive. In IT Risk Management, youll learn to look at risk management as a way to seize opportunities,
minimize threats and achieve optimum results. Youll work through the proactive approach to threat and
opportunity based on a clear understanding of the powerful nature of both qualitative and quantita-
tive approaches to risk management.
IT Risk Management examines threat and opportunity from the perspective of ESIs proven eight-step
risk management process. Using effective tools, including ESIs highly regarded risk assessment model,
youll learn how to evaluate and respondto risk at the project and task levels. Youll apply these tools
from the course material to analyze and classify risks, determine how to establish an acceptable level of
risk and develop a practical risk response plan.
Included in the course is a multi-part case study that takes you from a risk overview at the beginning of
an IT project through the challenges of ongoing assessment and reassessment of threats and opportu-
nities throughout the project. Included in the participant course material is comprehensive reference
material that is specific to each unit of the course.
Youll leave this course prepared to face the challenges and opportunities of risk management with new
practices to apply in your environment and new insights on the implications and advantages of applyingrisk management well.
Reminder: Participants taking this course should not take Risk Management.
Syllabus
Course length:3 days
Learn how to:Use a practical, eight-
step process to manage
ITproject risk
Identify threats and
opportunities and weigh
their relative value to
your project
Develop practical
response strategies for
common IT project risks
Overcome stakeholder
and team member road-
blocks to risk strategy
implementation
Make risk and opportu-nity integral components
of your next IT project
plan
PMBOK Guideknowledge areas: Project time manage-
ment
Project cost manage-
ment
Project risk management
Project procurementmanagement
ACE CREDITrecommendation:2 undergraduatecredit hours
1. The Basic Foundations ofRisk Management
a. Definition and
characteristics of risk
b. Elements and factors of
risk
Event (future
occurrence)
Probability
(uncertainty)
Impact (amount at
stake)
c. Types of risk
d. Components of risk
management
Identification
Quantification
Response development
Response control
2. Establishing an IT Project
Risk ManagementProcess
a. Risk management planning
b. Identifying, analyzing and
prioritizing risks
c. Planning for risk response
d. Executing the risk
response plan
e. Evaluating risk response
f. Documenting risk
response results
3. Planning and IdentifyingRisks
a. Risk identification
b. Idea generation tools and
techniques
c. Business versus pure risks
d. Financial risks
e. Schedule risks
f. Technical risks
g. Legal risks
4. Performing RiskAssessment
a. Determining risk
tolerances
b. Analyzing risks
c. Establishing and evaluating
profitability
d. Risk-based financial tools
and techniques
e. Expected-value analysis
f. Decision trees
g. Probability analysis
h. Risks vs. opportunities
i. Prioritizing risks
IT Risk Management
5. Developing RiskResponses
a. Risk response strategies
for opportunities and
threats
b. Risk acceptance
c. Risk avoidance
d. Risk mitigation
Probability
minimization
Impact minimization
Transference
e. Establishing reserves
6. Implementing RiskResponses
a. Communicating risk issues
b. Documenting risk
management practices
c. Reassessing risk
d. Decision-making processes
7. Risk Applications
a. Statistical analyses
b. Risk simulations
c. Risk tools
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1. Software Testing
a. What is testing?
b. Testing goals
c. Why are there defects?
d. Relation to software
quality assurance
e. Black-box vs. white-box
techniques
f. Test management
g. The role of software
testing metrics
h. Value of reviews and
inspectionsi. Personnel issues
2. Software TestingAcross the SoftwareDevelopment Life Cycle
a. Preparing to test
b. Testing activities for every
phase of the life cycle
c. Ensuring testing is
scheduled
d. Requirements validation
and change
3. Unit Testing
a. Unit test planning
b. Methods
c. Practical techniques
d. Conducting the test
e. Analyzing results
4. Integration and SystemTesting
a. Integration test planning
b. Methods: top-down vs.
bottom-up
c. Practical techniques
d. Conducting the teste. Analyzing results
f. Applying regression testing
g. System test planning and
methods
h. Conducting the test and
analyzing results
i. Regression testing
Many organizations wait until late in the development cycle to test new software and often limittesting due to time constraints. This approach can create pain for the project manager in the formof cost overruns, missed completion dates, overlooked requirements, undetected errors and dissatisfac-
tion among customers and users.
In this course, you will discover why and how to integrate testing throughout the software development
process in order to uncover defects, ensure performance, enhance quality and lower costs. Using a set
of integrated classroom exercises beginning with requirements validation and ending with implementa-
tion, this course demonstrates how management of testing activities relates to the life cycle of projects
involving software development.
Gain the necessary insight and training to develop, document and execute a project plan that incorpo-
rates an ongoing software testing program. Get specific tools to enable you to plan for and assess test
results. This course is designed for project managers, test managers and anyone who must ensure the
production of high-quality software delivered on schedule and within budget.
Youll receive a copy of the bestselling bookSoftware Testing by Ron Patton.
Syllabus
Course length:3 days
Learn how to:Establish software testing
as a critical component of
the project plan through-
out the development
cycle
Identify the project man-
agement considerations
related to software test-
ing activities
Assess unit, integration,
system, usability, beta,
acceptance and auto-
mated testingDetermine effective test
cases and incorporate
sound test management
practices
Involve users to increase
validity of
test results and know
when to stop testing
Counter pressures to
shortchange the testing
process
PMBOK Guideknowledge areas: Project scope
management
Project quality
management
Project time manage-
ment
ACE CREDITrecommendation:1 undergraduate
credit hour
SoftwareTesting forBetterProjectManagement
5. Acceptance Testing
a. Acceptance test planning
b. Methods
c. Practical techniques
d. Conducting the test
e. Analyzing the results
f. Testing object-oriented
systems
6. Additional Testing Topics
a. COTS (commercial off-
the-shelf) systems
b. Web-based systems
c. Testing in a client serverenvironment
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The proliferation of networking systems is forcing IT project managers to learn about voice anddata networks on the fly. A growing global economy is making unprecedented demands of organiza-tions data communications capabilities. Project managers must understand and converse intelligently
with project team members, vendors and customers to understand and meet requirements.Learn the fundamental principles in data networks with an emphasis on incorporating communication
capabilities in information systems design. Learn how data communications technologies are evolving
and how communications systems function and integrate with existing architectures. Explore how
standards apply to networks and which constraints influence the design and implementation of data
communications projects.
Get the background you need to identify and handle the risks, constraints, resourcing and scheduling
aspects of data communications projects.
Each course participant receives a copy ofBusiness Data Communications by William Stallings.
Syllabus
Course length:3 days
Learn how to: Identify the project
management consid-
erations inherent in
data communications
projects
Understand the basics of
the technology available
for LAN and WAN data
communications proj-
ects
Communicate effectively
with data communica-
tions managers, custom-ers and users
Fit network design to
match organizational
needs
Understand fundamenta
principles of data secu-
rity
Assess and mitigate risks
inherent to data commu-
nications projects
PMBOK
Guideknowledge areas: Project scope
management
Project time manage-
ment
Project risk management
ACE CREDITrecommendation:2 undergraduate
credit hours
1. Network and
TelecommunicationsChallenges and Issues
a. Project challenges, issues
and considerations
b. Project management
issues
c. State and federal
regulation impacts on
telecommunications
d. Management and technical
competencies
2. Project Requirements
and Risk
a. Requirements definitionb. Determining the
requirements and the
needed competencies
c. Assessment process
d. Steps to develop
requirements
3. Building and Cabling
a. Floor distribution systemsb. Wire specifications
c. Equipment and safety
d. Central equipment space
4. Local Area Networks
(LANs)
a. LAN components, types,
access methods and
characteristics
b. Considerations for project
managers
c. Multiple server LANs
d. Storage area networks
and client servers
5. Wide Area Networks
(WANs)
a. Open System
Interconnection (OSI)
model
b. WAN backbone network
c. Configuration and
topologies
d. Networks to support the
WAN
Network and Telecom Principles for Project Managers
6. Internetworking, Voice
and Wirelessa. Design considerations
b. Bridges and routers
c. Building versus campus
voice services
d. Local carrier services
e. PBX and Centrex
f. Wireless networks
7. Network Security
a. Risk assessment and
analysis
b. Access controls
c. Network security plan
d. Security toolse. Emergency/incident
response
f. Firewalls
g. Disaster recovery
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1. What is SystemsIntegration (SI)?
a. Systems Integration and SI
projects
b. Typical SI projects
c. Importance of SI project
management
2. Process Evaluationa. Managing the complexity
of SI projects
b. Decomposition and
delegation as key
paradigms in SI
c. Value of formal methods,
processes and skills for
managing SI projects
3. SI Project Organization
a. Creating effective SI WBS
b. Developing effective SI
project teams
c. Organizing for SI projects
Todays information technology project manager faces projects of increasing size, complexity andrisk. Your job as project manager is to make sure that all of the components come together and tosee that the project is completed on time and within budget.
Yet the definition of all the components keeps getting broader and more complex. More and moreIT projects depend on critical systems integration (SI) issues, including client/server development, open
systems design, enterprise solution implementation, legacy systems maintenance and multi-site
deployment.
Now you can identify and explore the complex technical and business issues involved in integrating
custom software, hardware solutions, telecommunications networks, commercial off-the-shelf (COTS)
software, business procedures and services, and support facilities.
Through an interactive case study and classroom discussions, youll experience what it takes to be the
project manager on a typical SI project. Youll develop an understanding and appreciation of the prob-
lems that can occur and explore ways to solve them. And youll gain an understanding of the critical need
for a systems integration project manager on large IT projects in the real world.
If you face a future assignment as a systems integration project manager, this course will give you tools
and techniques needed for survival.Participants should have completed at a minimum an introductory course in project management such as
Managing IT Projects orManaging Projects in Marathon.
Syllabus
4. Controlling SI Projects
a. Estimating for SI projects
b. Define SI metrics for
project performance
measurement
c. Process mapping
d. Interaction complexity in
SI projects5. Integration Risk
Management
a. SI risk management
b. Tools for recognizing SI
complexity
c. Configuration and
integration management
6. SI ExecutionManagement
a. SI project execution
b. Requirements analysis
c. Procurement
considerationsd. Execution change analysis
Course length:3 days
Learn how to:Plan, estimate and orga-
nize system integration
efforts
Manage the implementa-
tion of complex system
interfaces
Assess and respond to
the risks inherent in inte-
gration projects
Apply the decomposi-
tion-integration paradigm
to manage complexity
Focus on the businessemphasis of systems
integration
PMBOK Guideknowledge areas: Project integration
management
Project scope
management
Project quality
management
Project time manage-ment
Project cost management
Project risk management
Project procurement
management
Project communications
management
ACE CREDITrecommendation:2 undergraduate
credit hours
7. Integration and TestingManagement
a. Testing concerns for SI
b. Managing testing issues
c. Tools to facilitate test
planning
8. SI Deployment
Managementa. Key system deployment
issues in SI projects
b. Single and multi-site
deployment
c. Options for predictable
crises
9. SI Project Closeout
a. SI closeout issues
b. The SI project closeout
plan
Systems IntegrationProjectManagement
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23/36 Forinformationaboutregistering,seepage32. 21
FinancialManagement forProjectandContractManagers
Course length:3 days
Learn how to:Communicate more ef-
fectively with accounting
and financial personnel
Read, understand and
analyze accounting and
financial data
Expand your work in
project scheduling and
cost control to encom-
pass additional financial
metrics and tools
Minimize project finan-
cial riskDevelop and apply tools
for comparing project
financial returns
In todays world of increasing competition and focus on corporate earnings, project managers areheld accountable not just for achieving technical and schedule goals, but also for meeting profitabilityand other financial goals. This course explores the financial metrics that are commonly used and exam-
ines the not-so-obvious financial impact of typical operating decisions and actions. Building on competen-
cies developed in the core management curriculum, youll examine the inner mechanics of how financeand accounting can impact your project.
Youll learn about common financial analysis tools in the project environment that link project manage-
ment to broader corporate strategic goals. Case studies and project-related exercises give you the
opportunity to apply these proven tools and techniques. Youll see how finance often drives
organizational decisions and evaluations of project performance. Youll also learn how operating
decisions regarding pricing, terms and conditions, and asset management directly and significantly affect
the financial health of your organization.
This three-day course is so packed full of vital topics that many students refer to it as a mini-MBA
experience and even veteran MBAs have praised it highly. Take advantage of this opportunity to get a
firm grasp of the financial management issues that can affect your projects.
Syllabus1. Fundamentals of Finance
a. Financial accounting
concepts
b. Generally accepted
accounting principles
c. Reading and understanding
financial statements
d. Financial analysis
e. Managerial accounting
f. Business case
consideration
g. Cost vs. revenue
h. Profitability measures
ROS
ROA/EVA
ROE
IRR
i. Time value of money
j. Discounted cash flows
k. Direct vs. indirect costs
l. Fixed vs. variable vs.
semivariable costs
m. Break-even analysis
2. Contract Profitability Pricing
a. Pricing strategy and tactics
b. Profit planning
c. Cost estimating
d. Cost-based pricing