
Discover how templates and checklists boost effectiveness, productivity, and delegation in IT project management, guided by an experienced PMP instructor.
Course structure
Discover how to use cloud-based templates and checklists in Google Docs and Google Sheets for real-time collaboration, with linked resources, personal drive copies, and downloadable formats (Excel, PDF).
Prepare effectively for client discussions with the prospect meeting checklist, guiding questions on business model, project scope, cost, schedule, quality, risk, stakeholders, communication, and web project specifics.
Learn to launch IT projects with a kickoff meeting checklist and sample emails, anchored by a clear statement of work. Maintain momentum with onboarding, regular status updates, and client feedback.
Explore the statement of work template, detailing activities, deliverables, timetable, scope and out-of-scope items, software bill of materials, milestones, assumptions, and payment terms to guide IT projects.
Identify and monitor all project stakeholders with the stakeholder management template, listing names and roles. Assess influence and interest to determine the management approach and keep stakeholders informed or monitored.
Employ the risk management template to identify risks, assess probability and impact, classify levels from low to high, and plan responses such as escalate, avoid, mitigate, accept, or transfer.
Learn how to translate product requirements into a work breakdown structure, create and prioritize issues with story points, link to GitHub, and plan sprints using filters.
Calculate monthly project costs and forecasts to assess viability, tracking revenue, expenses, profit, and margins using actual and forecast sheets for two projects.
Apply custom conditional formatting in Google Sheets with a color scale to visualize sprints and improve readability, adjusting max values and midpoints as needed.
Explore the sprint dashboard to monitor performance by automatically tracking issue status, story points, and velocity, compare actual progress to expectations, and analyze team contributions across projects and sprints.
Explore a comprehensive sprint dashboard that links each sprint to its template, tracks dates, imports data to analyze velocity and performance, and informs future planning with stand-up meetings.
Use a stand-up template to manage daily agile updates, with three rows per member for yesterday, today, blockers, enabling quick progress checks and blockers resolution.
Create a 3-row alternating background in Google spreadsheets using a mod-based formula within a restricted range (column G, row 50) and a custom format rule.
Compare the legacy GitHub and Google Sheets workflow with Jira in this bonus video, showing how Jira unifies code and project management, automates sprint planning, and provides filters and dashboards.
Apply a candidate evaluation template to organize openings with separate tabs, record names, experience, salary, expectations, and location, and verify data during interviews.
Explore a behavioral interview questions checklist to assess candidates' soft skills, learn to prepare, order, modify, and evaluate questions across two sets using templates and checklists throughout recruitment and onboarding.
Explore the onboarding checklist in the employees register template, detailing action items and owners, account setup, access to the handbook, Slack announcements, and role-specific steps via Google Sheets.
This lecture covers the employee offboarding checklist, guiding a graceful exit with exit interviews, feedback, a thank-you email, and termination records like the letter of resignation and experience certificate.
IT Project Management with Key Templates and Checklists - Practice Agile Project Management and lead your Software product to Success using +20 Professional tools and Earn 2 PDUs.
In this practical Project Management Course, we go beyond the theoretical stuff to provide you with a set of Professional Templates and Checklists that have been tested and are still used by this course’s instructor during more than 10 years of experience in IT Project Management.
Our tools are built with Google Docs and Google Sheets, so you can easily work and collaborate on projects, which facilitates efficient teamwork. You can also use the Microsoft Word and Microsoft Excel formats that we provide in this course or you can download other formats such as OpenDocument Format, PDF, etc. depending on your preferences.
PS: Please make sure you're logged in to your Gmail account while taking the course in order to be able to access and download the Google Docs/Google Sheets templates.
Taking this course, you will learn how to:
Efficiently Onboard your Client
Excel your Prospect and Kick-off meetings
Create and present an Accurate and Professional Statement Of Work (SOW)
Closely manage Stakeholders, Communication, and Risk
Develop your Project Plan and preview Sprints
Appropriately calculate and estimate your project Budget
Successfully Acquire, Onboard, and Manage Talented Resources
Execute and monitor work using an Agile approach
This course can be your first step towards being the Project Manager you aspire to be; Practical, Efficient, Competent, and Up-to-date.