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Templates: Simple but Effective PM Tools

The Challenge
Bring up the subject of "project templates" and many project managers will immediately launch into a rant about all of the burdensome paperwork that prevents them from doing their real job. Few of us love paperwork, but it is an unfortunate mistake when PMs assume that templates are responsible for the burden. In fact, templates are among the most effective tools that any PM can find. When well-designed and properly used, templates actually SAVE time and greatly improve the probability of project success. How can this be?

The Solution
Dr. Gary J. Evans PMP has over the past few years constructed one of the best PM template libraries on the planet. These templates assist the project manager in virtually every aspect of project management and are currently in use in over 20 countries. They have proven to be a mainstay for project managers in many lines of business. During this intriguing project management workshop, you will hear how to design an effective template, how to select the templates you need for any project, and how to use them to improve communication, prevent issues and be more effective in your work.

Who should attend
This PM workshop is especially useful to the Project Manager or Program Manager, Project Team Leads, Functional Managers and Executives with project responsibility, and Project Management Office (PMO) or Project Office staff.

Learning Objectives
  • At least Nine Ways in which templates are essential to every project
  • Choosing templates: How to know which templates are needed
  • Avoiding bureaucracy: When not to use a template
  • How to manage the data
  • How to use the primary project templates
    • Project Charter
    • Quick Risk Assessment
    • Risk Register
    • Communication Plan
    • Project Budget Planner
  • Advanced templates
    • Easy Earned Value (EVM)
    • Analytical Hierarchical Process (AHP)
    • Project Evaluation Tool (used in Project Selection)
  • Best practices in template design
  • Where to find templates for your project
Learning Approach
  • A highly experienced instructor will use interactive lecture format, group discussions and other techniques to drive home the essential points of this material
  • We will build on your prior experience in this topic, while providing you with a structure and vocabulary to use in all of your future projects.
  • If you have modest project management knowledge, you will find that the clarity of the material and direct presentation style of the instructor will make the subject matter easy to understand.
  • You will receive a Participant Guide which will help you follow the material, take notes and retain what you learned so that you can apply it on your job.
  • You will also receive a CD that contains all of the templates used in the workshop.
Why should I take this workshop?
  • Templates: Simple but Effective PM Tools presents a practical approach to developing and using an extremely effective project management tool. Learn a whole new approach to designing and working with templates.
  • The workshop includes instruction in the use of high quality project templates.
  • Take this workshop to learn what you can do to ensure that your projects proactively gather, record and use the information needed to reach your goal of Project Success.

Every course and workshop in our Project Training program is fully customizable. We offer virtual delivery of the training program you need. Call us: +1.919.495.7371.

All of our courses are fully compliant with the latest release of each relevant standards document such as the PMBOK® Guide, Standard for Portfolio Management, BABOK® Guide, and others.
Course Information
Course ID: 7038
Duration: Half Day
Class size: 6 - 40
· PMP® certified instruction
· Participant Guide
· Participation Certificate
· 4 PDUs

Download this course description as a printable PDF document.
Pricing Information
On-site discounts are available.
Ready to enroll?
Fill out the Training Request Form online or call 1-800-877-8129
(+1 919-495-7371)

Questions?  Please feel free to Contact Us

Training Providers:
License this courseware!  Call 1-800-877-8129
(+1 919-495-7371)
for more information.
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