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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

    2

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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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    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