Creative Performance Inc

Workamajig Project Management University, September 2013

SEPTEMBER 2013 WORKAMAJIG
PROJECT MANAGEMENT UNIVERSITY

SOLD OUT

DETAILS

September 16-19, 2013

Workamajig Project Management University, September 2013

Overview

If you’re an Agency owner looking to empower your PM and make the most of your Workamajig® investment, CPI’s expert training will show your PM how to:

This seminar is full of content designed specifically to address the unique challenges facing Project Managers within an agency environment, using the Workamajig tool. Whether you’re a PM preparing for a new Workamajig deployment, updating your skills to learn advanced Workamajig functionality or providing a road map for a newly established PM discipline, CPI’s advanced Workamajig Project Management University has it all.

QUOTES FROM PAST ATTENDEES

“You guys rock! Clear and energizing teaching; I am truly inspired by your depth of knowledge and your communication skills. You make something that could be painful into something exciting and fun.”

“The CPI team is obviously extremely knowledgeable about Workamajig and ERP systems and is exceptionally credible in delivering all levels of information related to agency financial management, operations and project management.”

“I really liked and respected Jessica and Vanessa’s high level of energy and passion and how they broke things down simply and easily.”

“The teaching approach was very clear and concise. Presenters were knowledgeable and enthusiastic.”

“Such enthusiastic presenters who are so knowledgeable and ready to help. And no judgments! You guys are so supportive, it’s impossible not to feel liked and supported.”

“The detailed project and campaign architecture was really great! Very informative for someone who has not built a project solo.”

“Overall, it was very useful and I think saved us from heading down the wrong path in many important ways.”

LEARNING OBJECTIVES

COST

The cost per attendee for the 3-day Core Track is $3,000.  The cost per attendee for the 4-day Certification Track is $3,500. For agencies sending more than one attendee, the second attendee will receive a $500 discount. Space is limited and this discount will be applied on a first-come, first-served basis. 

AGENDA

DAY ONE: SEPTEMBER 16 (CORE TRACK)
7:00am to 8:00amBreakfast (provided)
8:00am to 9:00amIntroductions + Overview
9:00am to 10:00amAgency Workflow
Project Workflow
Workamajig® Workflow Process
10:00am to 10:30amBreak
10:30am to 12:30pmRoles + Responsibilities
Account Management
Project Management
Traffic Management
12:30pm to 1:30pm Lunch (on your own)
1:30pm to 3:30pmUnderstanding Agency Rates
Billing By Person
Billing By Service (Functional Codes vs. Titles)
3:30pm to 4:00pmBreak
4:00pm to 5:00pmClient Architecture
Parent + Child Client Relationships
5:00pmCPI Happy Hour
DAY TWO: SEPTEMBER 17 (CORE TRACK)
7:00am to 8:00amWorkamajig® Overview (optional) + Breakfast (provided)
8:00am to 10:00amProject Architecture
Phased Workflow
Summary vs. Sub Tasks
Tracking Budgets + Expenses
10:00am to 10:30amBreak
10:30am to 12:30pmProject Setup + Templates
Using Templates
Creating New Projects
12:30pm to 1:30pmLunch (on your own)
1:30pm to 3:30pmCampaign Architecture
Campaigns, Segments + Projects
When to Use Campaigns
Retainer Clients
3:30pm to 4:00pmBreak
4:00pm to 5:00pmCampaigns
Creating Campaigns
DAY THREE: SEPTEMBER 18 (CORE TRACK)
7:00am to 8:00amBreakfast (provided)
8:00am to 10:00amProject Timelines + Schedules
Adding New Tasks
Deleting Tasks
Rearranging + Moving Tasks
Using Durations, Constraints, Predecessors + Lags
10:00am to 10:30amBreak
10:30am to 11:30amProject Timelines + Schedules, continued
Updating Tasks
Using To-Do’s
Using Task Quick Add
Printing a Project Schedule
11:30am to 12:30pmPricing Strategies
Value Based vs. Cost Based Pricing
Value Add/IP Recapture
Principal Investment
12:30pm to 1:30pm Lunch (on your own)
1:30pm to 3:30pmScoping + Estimating
Creating Estimates
Contractors, Freelancers and Vendors
3:30pm to 4:00pmBreak
4:00pm to 5:00pmManaging Campaigns
Linking Projects to Campaigns
Campaign Estimating
Reviewing + Managing Campaign Schedules
DAY FOUR: SEPTEMBER 19 (CERTIFICATION TRACK)
7:00am to 8:00amBreakfast (provided)
8:00am to 10:00amManaging Budgets: Campaigns + Projects
Budgets to Actuals
By Item, By Type, By Task
Using Misc Costs
Reviewing Project Budget Analysis Report
Reviewing Project Hourly Realization Rate
10:00am to 10:30amBreak
10:30am to 12:00pmUnderstanding Project Financials
How to Read the Workamajig® Project Dashboard
12:00pm to 1:00pm12:00pm to 1:00pm
12:00pm to 2:30pmBilling, Invoicing + Purchase Orders: The PM’s Perspective
Using Purchase Orders
Vendor Addendum Forms
Transaction Management
Write Offs
Advanced Billing
Transactional Billing + Revenue Recognition
2:30pm to 3:00pmBreak
3:00pm to 4:00pmTimekeeping Best Practices
Billable Time
Non-Billable Time
4:00pm to 5:00pmCPI Agency PM Certification Quiz
Q + A

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