Creative Performance Inc
SEPTEMBER 2013 WORKAMAJIG
PROJECT MANAGEMENT UNIVERSITY
SOLD OUTDETAILS
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:
- Clear out Workamajig mismanagement that may be negatively impacting morale and effectiveness
- Bring workflow, PM best practices and Workamajig training all into alignment
- Utilize effective schedule management to prepare for “push button resourcing”
- Repair the breakdown between People, Process + Technology to achieve greater Agency success
- Increase program profitability within the Workamajig platform
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
- Understand how to un-blend account and project management disciplines
- Design detailed project architectures for the most typical project types (templates)
- Implement complex project timelines + schedules including predecessors, durations, constraints + lags
- Understand benefits of function-based scoping + estimating vs. title-based scoping + estimating
- Create accurate estimates through the use of functional codes + project architecture
- Create a complex campaign architecture plan, including campaigns, projects + segments, for both easy billing and budget to actual management
- Decrypt the Purchase Order process
- Understand basic principles of project financials
- Analyze budget to actuals for both projects + campaigns
- Implement principles of project transaction management to increase data accuracy + project profitability
- Understand client invoicing + best practice revenue recognition
- Understand the benefits of an integrated project management system
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 8:00am | Breakfast (provided) |
8:00am to 9:00am | Introductions + Overview |
9:00am to 10:00am | Agency Workflow Project Workflow Workamajig® Workflow Process |
10:00am to 10:30am | Break |
10:30am to 12:30pm | Roles + Responsibilities Account Management Project Management Traffic Management |
12:30pm to 1:30pm | Lunch (on your own) |
1:30pm to 3:30pm | Understanding Agency Rates Billing By Person Billing By Service (Functional Codes vs. Titles) |
3:30pm to 4:00pm | Break |
4:00pm to 5:00pm | Client Architecture Parent + Child Client Relationships |
5:00pm | CPI Happy Hour |
7:00am to 8:00am | Workamajig® Overview (optional) + Breakfast (provided) |
8:00am to 10:00am | Project Architecture Phased Workflow Summary vs. Sub Tasks Tracking Budgets + Expenses |
10:00am to 10:30am | Break |
10:30am to 12:30pm | Project Setup + Templates Using Templates Creating New Projects |
12:30pm to 1:30pm | Lunch (on your own) |
1:30pm to 3:30pm | Campaign Architecture Campaigns, Segments + Projects When to Use Campaigns Retainer Clients |
3:30pm to 4:00pm | Break |
4:00pm to 5:00pm | Campaigns Creating Campaigns |
7:00am to 8:00am | Breakfast (provided) |
8:00am to 10:00am | Project Timelines + Schedules Adding New Tasks Deleting Tasks Rearranging + Moving Tasks Using Durations, Constraints, Predecessors + Lags |
10:00am to 10:30am | Break |
10:30am to 11:30am | Project Timelines + Schedules, continued Updating Tasks Using To-Do’s Using Task Quick Add Printing a Project Schedule |
11:30am to 12:30pm | Pricing 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 3:30pm | Scoping + Estimating Creating Estimates Contractors, Freelancers and Vendors |
3:30pm to 4:00pm | Break |
4:00pm to 5:00pm | Managing Campaigns Linking Projects to Campaigns Campaign Estimating Reviewing + Managing Campaign Schedules |
7:00am to 8:00am | Breakfast (provided) |
8:00am to 10:00am | Managing 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 10:30am | Break |
10:30am to 12:00pm | Understanding Project Financials How to Read the Workamajig® Project Dashboard |
12:00pm to 1:00pm | 12:00pm to 1:00pm |
12:00pm to 2:30pm | Billing, 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 3:00pm | Break |
3:00pm to 4:00pm | Timekeeping Best Practices Billable Time Non-Billable Time |
4:00pm to 5:00pm | CPI Agency PM Certification Quiz Q + A |
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