Efficiency Squared

Project Management

Project Management Essentials

A hands-on two-day introduction to the core tools every project manager needs: charters, stakeholders, scope, WBS, schedules, budgets, risks, communication, dashboards, change control, closure, and lessons learned.

Project Management Essentials
Format
Live virtual, in-person, or private on-site
Duration
2 days
Level
Introductory
From
$1295.00

About this course

Course overview

Build the practical habits of effective project management.

Project Management Essentials is a two-day, hands-on introduction for new project managers, project coordinators, team leads, sponsors, and project team members who need a practical foundation for initiating, planning, executing, controlling, and closing projects.

The course uses an end-to-end sample project so learners practice the tools, conversations, and decisions they will use on real work. Participants leave with a project charter, planning toolkit, communication plan, dashboard/checkpoint approach, change-control practice, and 30-day project management action plan.

Learning outcomes

What you'll learn

Every module is tied to an outcome you can bring back to your team the next day.

  • Define project goals, business value, success criteria, stakeholders, assumptions, constraints, and a practical project charter
  • Build scope, WBS, schedule, budget, quality, resource, communication, and risk baselines appropriate to project size
  • Coordinate tasks, resources, communication, stakeholder engagement, team expectations, and issue escalation
  • Monitor scope, schedule, cost, risks, issues, and changes using dashboards, decisions, and corrective actions
  • Analyze change requests and present practical recommendations based on scope, schedule, cost, risk, and value trade-offs
  • Confirm deliverable acceptance, transition ownership, release resources, and document lessons learned
  • Document 16.0 PMI education PDUs: 11 Ways of Working, 3 Power Skills, and 2 Business Acumen

Audience

Who it's for

  • New project managers, project coordinators, team leads, supervisors, and project team members
  • Functional leaders and subject matter experts who manage projects without formal PM training
  • Sponsors and stakeholders who need a clearer view of project fundamentals and delivery discipline
  • Professionals who want practical project management foundations without full PMP exam preparation

Course structure

Syllabus

A structured path from core concepts to applied practice.

Module 1

Day 1 - Initiation and Planning

  • Project purpose, project versus operations, project life cycle, roles, governance, constraints, assumptions, and success criteria
  • Predictive, adaptive, and hybrid delivery basics; right-sizing project management for small and medium-sized work
  • Business case, goals, deliverables, high-level scope, risks, milestones, approval criteria, and project charter development
  • Stakeholder identification, power/interest mapping, communication needs, engagement strategy, and sponsor alignment
  • Scope statements, deliverables, exclusions, acceptance criteria, WBS, task sequencing, dependencies, estimates, critical path, and schedule baseline
  • Budget estimates, cost baseline, resource planning, quality expectations, risk identification, probability/impact assessment, and response planning
Module 2

Day 2 - Execution, Control, and Closure

  • Task ownership, team coordination, meeting cadence, communication plan, status reporting, and decision records
  • Stakeholder updates, difficult conversations, motivation, accountability, and protecting project boundaries
  • Tracking scope, schedule, cost, quality, risks, issues, actions, dependencies, and key performance indicators
  • Dashboard interpretation, root-cause discussion, corrective actions, escalation, and management-by-exception
  • Change requests, impact analysis, scope/schedule/cost trade-offs, decision rights, change boards, and approval documentation
  • Deliverable acceptance, transition, operational handoff, documentation, team release, procurement closeout, lessons learned, and 30-day action planning

Public cohorts

Upcoming sessions

Secure your seat in a live, instructor-led cohort. Private team deliveries available on request.

No public cohorts on the calendar yet.

We run this course as a private team cohort on demand, or you can be the first to know when the next public date drops.

Frequently asked questions

Still have questions?

Is this course for PMP exam preparation?
No. This is a practical project management foundations course. Learners preparing for the PMP exam should take the PMP Certification Boot Camp.
Is this course only for project managers?
No. It is useful for project coordinators, team leads, functional managers, sponsors, subject matter experts, and project team members who need to understand how projects should be initiated, planned, controlled, and closed.
What do participants leave with?
Participants leave with a project charter, planning toolkit, communication plan, dashboard/checkpoint approach, change-control practice, lessons-learned template, and 30-day PM action plan.
How many PMI PDUs does this course provide?
This course documents 16.0 PMI education PDUs: 11.0 Ways of Working, 3.0 Power Skills, and 2.0 Business Acumen. PDUs can be self-reported to PMI under the Course or Training category.
Can this be tailored for private teams?
Yes. Private sessions can incorporate your project templates, governance expectations, stakeholder patterns, reporting needs, risk profile, and delivery context.

Bring this training to your team

We deliver private cohorts in-person and online, tailored to your operating context.