Introduction to Agile / Scrum

6 contact hours (typically delivered in a one-day session)

This course introduces the basic concepts of the Agile / Scrum approach to project management.  By the end of the session, participants will have an understanding of what this new methodology is good for, how it works, and how to avoid some problems that often arise. 

The session explains where Agile / Scrum came from and how it compares with the tradition project management approach (typically called “Waterfall” or "plan-driven" project management).  The principles of Agile are introduced and the mechanics of Scrum are reviewed, including user stories, story points, roles on the scrum team, sprints, scrum meetings, and the Burndown chart.  Typical problems with adoption are explained and possible ways to overcome those problems are explored, as are possible ways to ensure continual improvement in the Scrum application.
This session includes several hands-on, experiential exercises.


Agile Project Management

​12 contact hours (typically delivered in a two-day session)

This course provides a fully interactive, in-depth look at the Agile project management with primary focus on the Scrum methodology.  By the end of this course, participants will be prepared to introduce Agile into their organization and manage the initial stages of adoption, or improve their existing use of Agile.

The course covers the following topics and includes hands-on exercises for most, including a homework assignment to be completed between the first day and the second day:

  • Why Agile?
  • What is Agile?
  • What is the origin of modern project management, Agile, and Scrum?
  • What are the basic Agile principles, and how do they relate to LEAN, Kanban, TPS and other traditional or emerging management systems?
  • What project should be managed with Agile versus traditional project management?
  • What are the primary Agile methodologies?
    • Cowboy
    • Extreme Programming
    • Dynamic Systems Develop Method
    • Crystal
    • Rational Unified Process
    • Feature Driven Development
    • Scrum
  • What are the cultural implications of Agile in typical workplaces?
  • What are the mechanics of Scrum?
    • User Stories
    • Story Points
    • Scrum Team
    • Sprints
    • Scrum Meetings
    • Burndown Chart
    • Burnup Chart
  • What individual skill sets are needed for Scrum team members, and especially the Scrum Master?
  • What are the primary requirements in an organization for adoption of Agile/Scrum?
  • What is the Concerns-based Adoption Model and how does it apply to adoption of Agile/Scrum?
  • How do I jumpstart change?
  • How can I reinforce continuous improvement aspects of Agile/Scrum
  • How can Agile/Scrum and traditional project management be applied as a hybrid?

This session includes many hands-on, experiential exercises.​


​​Project Management Introduction - Applying the Best Principles

​12 contact hours (typically delivered in a two-day session)

This course introduces the best of plan-driven and change-driven project management framework and tools.  By the end of the session, participants will have an understanding of the when and how to apply the best tool for the project management challenge. 

The session introduces the plan-driven and change-driven frameworks, provides a brief history of project management, and explains what kinds of projects are best approached by each of the two frameworks.  The five process groups of project management are then covered with an introduction of the best blend of project management tools, including the charter, stakeholder analysis, work breakdown structure, user stories, work cycles, risk management schedule reporting, Burndown charts, issue and change reports, and status reporting.  Also explained is how to improve delegation, conduct an organization stakeholder analysis, old and new ways to estimate cost, effort and duration, management of work task dependencies and sequencing, management of issues and risks, proper reporting of status, how to learn as you go, and proper closing effort.

Attendees will have the ability to improve projects they manage by applying the best project management principles available today.This session includes several hands-on, experiential exercises.


Next Step

If you are interested in Project Management training or consulting, please contact me.  I will be pleased to explore options and prepare a proposal, if appropriate.  

​Project Management Basics

4 contact hours (delivered in a half-day session)

This course introduces the basics of traditional project management.  By the end of the session, participants will have an understanding of what a project is and an introduction to traditional plan-driven approach.

The course starts with a description of why communications and delegation is the root of work and how project management is one of the three primary ways work is completed. Project characteristics and the fundamental metrics required to manage a project are reviewed, along with the five process groups that make up the work of project management.  Several concepts are reviewed, such as who stakeholders are, how projects should be organized and what typically is violated in that organization, and some recommendations as to how to best manage project teams. The project Charter, activities, and deliverables, are reviewed and a methodology to quickly create and organize a Work Breakdown Lists is introduced.  Dependencies between activities and how to sequence the work of the project is explored, along with establishing activity durations, buffers, and creating a project schedule using the Gantt chart.  The concept of critical path and resource planning are reviewed and a method of identifying and managing risks is introduced.  Managing quality, maintaining an issues and change log, and controlling changes to the project are covered.  Methods to report status and close the project are covered.

The session includes minimum hands-on, experiential learning opportunities.


Project Management Introduction

​6 contact hours (typically delivered in a one-day session)

This course provides more depth and hands-on exploration than the four-hour Project Management Basics course.  By the end of the session, participants will have not only a basic understanding of project management, but also the experience of completing the most important aspects of a project plan.

In addition to everything that is included in the Basics course, the Responsibility Matrix, network diagrams, resource leveling, Roadrunner concept, the Critical Chain, Resource charting, cost management, presentation of more status reporting options, and more detail on closing a project are covered. 


This session includes several hands-on, experiential exercises.

 Project Planning and Organization

12 contact hours (typically delivered in a two-day session)

This course provides a fully interactive, in-depth look at what project management is and the first two project process groups: initiating and planning, closely following the Project Management Body of Knowledge (PMBOK®).

The course covers the following topics and includes hands-on exercises for most, including two homework assignments to be completed between the first day and the second day:

  • Introduction to Project Management
  • Project Initiation Process Group
    • Delegation / Business Need
    • Charter
    • Stakeholders
  • Planning Process Group
    • Project Complexity
    • Requirement Gathering
    • Scope Management
    • Work Breakdown Structure
    • Responsibility Assignment
    • Communications Management
    • Estimating Activity Resources
    • Project Management Software
    • Activity Dependencies
    • Network Diagrams
    • Critical Path Chart
    • PERT Chart
    • Gantt Chart
    • Procurement Management
    • Cost Management
    • Quality Management
    • Risk Management
    • Project Management Plan
    • Baseline Management


This session includes many hands-on, experiential exercises.​


Project Execution and Management

​12 contact hours (typically delivered in a two-day session)

This course provides a fully interactive, in-depth look at the final three project process groups: executing, monitoring and control, and closing, closely following the Project Management Body of Knowledge (PMBOK®).  The basic concepts of Agile/Scrum are also introduced.

The course covers the following topics and includes hands-on exercises for most, including a homework assignment to be completed between the first day and the second day:

  • Executing Process Group
    • Acquire Project Team
    • Develop Project Team
    • Manage Project Team
    • Manage Stakeholder Engagement and Communication
    • Conduct Procurement
    • Perform Quality Assurance
    • Direct and Manage Project Work
  • Monitoring and Control Process Group
    • Control Schedule
    • Monitor and Control Project Work
    • Control Costs
    • Control Procurements
    • Control Quality
    • Control Risks
    • Control Stakeholder Engagement and Communications
    • Perform Integrated Change Control
    • Control Scope
  • Closing Process Group
    • Close Procurements
    • Close Phase or Project


This session includes many hands-on, experiential exercises.

Below are standard Project Management training program.  All programs can be tailored to individual organization needs and consulting can be provided on any project management subject.​​

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Project Management