Training Item

Project Management - Plan and Manage Projects for Superior Results

no rank
Resource Type:On-Demand/Downloadable
Training Level:Introductory

Target audience- Executive Directors, Board members, staff 

Training Level (Introductory)

Method of delivery:  Webinar – Approximately 2 hours

This section will provide the essential elements of project management including prioritizing projects, developing a project charter, budgeting and resources, the project plan, monitoring and reporting, leading with influence, controlling budgets and schedules, dealing with the unexpected.

Learning Objectives:  

  • Understand how to prioritize multiple project proposals to focus limited resources.
  • Identify the key elements of a project outline including goals, scope, resources and personnel
  • Understand the roles of the project manager and executive sponsor
  • Identify the key elements of the project plan and budget
  • Understand how to monitor the plan and budget and to prepare reports for management review
  • Understand methods of controlling budgets and schedules, and dealing with the unexpected
  • Understand basic concepts of leading with influence
  • Understand the importance of regularly scheduled project review meetings

General Course Outline:

 A. Setting the Stage for Success

  • Prioritizing multiple projects –where do we start?
  • The Executive Sponsor
  • Selecting the project manager
  • Outlining the project definition
  • The detailed project plan and budget

Participants will learn and practice with a prioritization tool, identify the attributes of the ideal project manager and will learn how to complete a project charter, project plan and budget. Templates for the prioritization tool, charter, plan and budget will be provided.

B.  Managing the Plan

  • Four key objectives of every project
  • Scope-creep; what it is and how to avoid it
  • Monitoring the schedule and budget
  • When things go wrong – countermeasures
  • Managing with influence and escalating problems for resolution

Participants will learn to monitor and maintain the project plan and budget.The various forms of leadership influence will be discussed by the group and a process for cutting through red tape and breaking down organizational resistance will be explained.

C. Reports and Reviews


  • Project reports
  • The project review meeting
  • The post-project review

Participants will learn to prepare project status reports and project forecasts. The purpose and importance of project review meetings and the post-project review will be discussed. Report templates will be provided.




Recommended Use

Is Fee?No
Content Areas:
  • Management Development/Succession Planning
  • Board Development
  • Operational Planning
  • HR Management - General Staff Recruiting, Development, and Retention
Provided By:
Rich Randall
New Level Advisors, LLC
phone: 717.478.1738

Richard Randall is president of New Level Advisors, LLC,  a management consulting firm focused on strategic planning and execution, operational excellence, change management, leadership and team development. Prior to co-founding New Level Advisors in 2006, Richard held a variety of management and executive positions at ITT Corporation, from Director of Engineering to Vice-President and General Manager of a global manufacturing business with plants across the US and Europe. Richard is a graduate of Penn State University and the ITT Strategic Management Program, administered by Ashridge Business School (UK) and The Duke University Fuqua School of Business. In 2012 he recieved his Lean Six Sigma Black Belt certification from Acuity Institute. Richard's leadership and strategy column, The Whiteboard, appears biweekly in the Central Penn Business Journal. He serves on the boards of the Rose Corporation of Reading, the Penn State Alumni Association, the Susan Byrnes Health Education Center and Olivia's House, a grief counseling center for children and families. He is a member of the Penn State York Engineering and Industry Advisory Council, York County Economic Alliance, Cultural Alliance of York and Downtown York, Inc.