
Explore the fundamentals of project management tailored for non project managers, providing an introduction to essential skills, roles, and practices for leading successful projects.
Shannon Berge, a senior sales and account services trainer, offers 15 years of sales and project management training, delivering soft skills and technology training for product development.
Plan the project by defining scope, requirements, resources, and constraints, including budget, tools, and timeline, then craft a strategy and create a project plan for implementation and launch.
Learn to define the project requirements by examining key considerations through analysis to determine the essential needs the project must meet.
Identify the sponsor's business need and project objective to determine scope, resource needs, and risks, then plan, monitor, and control time, budget, and quality to ensure on-time, on-budget delivery.
Ask critical questions about scope, deliverables, resources, budget, and risks to define project requirements and capture them in writing for the sponsor's sign-off on the project plan.
Define a project by balancing the time, scope, and budget in the constraints triangle and continually monitor these three elements to prevent any one side from unbalancing the others.
Define criteria to judge project quality by effectiveness, accuracy, completeness, and customer satisfaction. Assess audience appeal, competitive position, and market response to guide monitoring and milestones.
Explore the three project stages: planning, execution, and close-out, covering scope definition, requirements, resources, schedule creation, task ownership, progress monitoring, and post-project debrief.
Non project managers define requirements through a real life example, clarifying scope, timeline, and budget, and secure outside resources to train employees on the new software upgrade.
Engage in an assessment activity to define project requirements by examining sponsor expectations, deliverables, resources, budget, timeline, and risks. Record your reflections for reference after the course.
Define project requirements by building a strong sponsor relationship, clarifying scope, deliverables, timeline, and resources while identifying budget, risks, and approvals.
Develop a formal project plan by capturing requirements, scope, resources, constraints, and risks, then map the schedule, benchmarks, team development, the plan itself, and milestones.
Create a complete chronological list of all project tasks with assigned owners and due dates, using shareable schedule software. Include handoffs and milestones to monitor progress.
Use benchmarks from prior projects to learn what to emulate and avoid. Leverage historical data to plan timelines, costs, resources, and required skills for non project managers.
Develop a high-performing project team by assembling the right skills, fostering open communication, and creating ownership without formal authority. Encourage accountability, celebrate contributors' successes, and set a positive, motivating tone.
Navigate direct and indirect pushback from contributors by negotiating with the individual to understand constraints, then escalate to sponsors or managers to secure time or resources.
Create a project plan that documents the work, objectives, sponsor scope and budget, a general schedule with milestones, and identifies resources and contributors for kickoff and execution.
Explore a sample microsoft project plan to see how a software tool manages a project with an editable electronic template, tracks progress, and relates to the budget.
Explore a sample project plan template with a table of contents, goals, scope, assumptions, and constraints, plus a project management approach and approvals to guide success.
Identify and establish milestones before project start, align them with deliverables, and celebrate these significant, measurable events to boost team momentum and mark key phases like prototype development or testing.
Create a project plan by benchmarking successful projects, assemble a schedule with tasks, durations, milestones, and a budget, assign contributors, and solicit feedback on progress and handoffs.
Reflect on defining project requirements and sponsor expectations to guide execution. View how a clear project plan helps deliver on time, on spec, and on budget.
Review lesson one covers planning, execution, and close out, highlighting sponsor-defined requirements—scope, resources, risks, and deliverables—and building a project plan with milestones and schedules.
Execute the project plan by putting work in motion, delegating tasks, and monitoring progress; focus on executing, monitoring, negotiating for success, and evaluating the process.
Execute the project plan by clarifying roles and responsibilities and reviewing it with contributors after sponsor sign-off. Explore kickoff meetings, task delegation, and the limitations of the project management role.
Kickoff meetings inaugurate projects by sharing importance, scope, and plan with contributors and sponsors, assigning roles, and deciding if a kickoff is needed.
Explore a real-life example where a kickoff meeting was unnecessary for a stable team with routine upgrades, and consider when one is beneficial for unfamiliar members.
Learn how to delegate tasks effectively by matching work to contributors' skills, availability, and specialties, while reassigning and renegotiating tasks as needed to drive project completion.
Explore the limitations of the project management role, focusing on overseeing the project schedule, deadlines, deliverables, and monitoring progress to keep the project on time, on spec, and on budget.
Determine whether a kickoff meeting is needed, then conduct internal or external kickoff meetings, introduce contributors and roles, outline the timeline and milestones, review the plan, and motivate the team.
This assessment activity guides you to reflect on leading a project, decide whether to review schedule with contributors, discuss topics, and plan how to praise and motivate team for success.
Monitor project progress using time management tools to ensure on-time, in-scope, and on-budget delivery. Check milestones and criteria, track checkpoints against schedule guidelines, detect red flags, and address gaps.
Discover time management tools like spreadsheets, calendars, and checklists to track schedules, resources, and assignments; learn how online calendars and project plans keep projects on scope, budget, and deadlines.
Establish checkpoints to track contributors' progress against deadlines and criteria using meetings, emails, and status reports. Adapt cadence—from weekly to one-on-one—based on progress and sponsor expectations.
Identify performance gaps early, including gaps in knowledge, experience, skills, or training among project contributors, monitor progress, and provide training and resources to keep project on time and on budget.
Identify common performance problems, such as unwilling participation, late tasks, and poor quality, that threaten on-time, on-spec, and on-budget delivery; address with discussion, intervention, and frequent monitoring.
Explore a real life project management scenario where a new team member struggles with tasks, and pairing with a seasoned member ensures on time, on budget delivery.
Learn to monitor project progress using time management tools, checkpoints, and regular status updates. Compare progress to the plan, document performance gaps, and report transparently to sponsors.
Assess monitoring the progress of a project and addressing personal performance gaps. Learn to collaborate with a subject matter expert and report transparently to the sponsor.
Develop negotiation strategies and troubleshooting methods to address red flags when contributors miss expectations, with escalation and progress monitoring.
Identify red flags signaling project trouble, such as missed deadlines, overspending, or not delivered on spec, and quickly fix issues by addressing handoffs and allocation concerns.
Learn to troubleshoot by diagnosing issues, measuring progress against defined criteria, and reallocate resources or adjust responsibilities to keep projects on track.
Escalate to the supervisor and sponsor when research is exhausted and solutions fail, secure additional resources, and adjust the team or timeline to keep the project on track.
Develop troubleshooting strategies for project teams by addressing resource gaps, training needs, and guidance. Escalate to supervisors or sponsors when needed and secure the right personnel and resources.
Explore four negotiation strategies—collaborative, educational, motivational, and communication—built on trust, shared effort, and mutual understanding to enlist team support, encourage buy-in, and foster collaboration.
Identify too much work on a team member, discuss with the contributor, and escalate to the sponsor to secure an additional resource, keeping the project on track toward first milestone.
Learn guidelines for negotiating for success by identifying red flags in performance, choosing collaborative, educational, motivational, or communicative strategies, and proposing specific resource requests and solutions.
Value the close out meeting as the final project phase, turning unique challenges into growth and learning, and learn how to put together a successful close out.
Lead a close-out meeting at project completion to review contributions, celebrate successes, and identify areas for improvement, starting with positives and ending with a clear, standard closing.
Lead a close out meeting to review the project, celebrate successes, and identify improvements by starting with what worked, acknowledging pains, and soliciting honest feedback.
Engage in an assessment activity to reflect on past projects, evaluate formal closeouts, identify common mistakes, and plan using project management techniques to impact the company's mission and bottom line.
Explore reflective questions to help you execute the project plan, manage the project successfully, and negotiate for success to secure essential resources for planning and implementing your next project.
Learn to execute the project plan, monitor progress, negotiate for success, and evaluate the process. The lecture covers kickoff decisions, delegation, reporting, resource management, and addressing performance gaps.
Review the project lifecycle from planning to close-out, including implementing, executing, monitoring, negotiating for success, and evaluating the process for a positive close-out and future projects.
The Project Management Skills for Non-Project Managers course teaches the key project management concepts to the professionals who are not project managers by job role but are required to undertake a project for their organization. The course assumes that the candidates have a closely related job to project management and fully understand a company’s products and quality requirements. The course will assist the candidates to gain project management knowledge along with the product knowledge which they already have and resultantly enable the candidates to work as successful and accomplished project managers within their organizations.
The course is designed for those professionals who are not professional project managers but are required to learn the fundamentals of project management due to organizational requirements. The course helps the candidates to learn how to incorporate established project management processes into the organization, making the most of their skills and experience and allowing employers to develop management and leadership skills.
PMI, Project Management Institute, Project Management Professional (PMP), PMP, Certified Associate in Project Management (CAPM), CAPM, PMI Agile Certified Practitioner (PMI-ACP), PMI-ACP, PMI Risk Management Professional (PMI-RMP), PMI-RMP, PMBOK, PgMP, PULSE OF THE PROFESSION, THE PMI TALENT TRIANGLE and The PMI REP Logo are registered marks of the Project Management Institute, Inc.