Creative Performance Inc
JANUARY 2016 WORKAMAJIG
PROJECT MANAGEMENT UNIVERSITY
SOLD OUTDETAILS
January 12-15, 2016
Workamajig Project Management University, January 2016
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.
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: JANUARY 12, 2016| 7:00am to 8:00am | Breakfast (provided) |
| 8:00am to 9:00am | Introduction + Overview |
| 9:00am to 10:00am | Agency Workflow Project Workflow |
| 10:00am to 10:30am | Break |
| 10:30am to 12:30pm | Roles + Responsibilities Account Management Project Management Resource Management |
| 12:30pm to 1:30pm | Lunch (on your own) |
| 1:30pm to 3:30pm | Understanding Billing 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 | Breakfast (provided) + Workamajig® Overview (optional) |
| 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 Adding Campaigns Linking Projects to Campaigns Campaign Estimating Reviewing + Managing Campaign Schedules |
| 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 Adding Labor to Estimates |
| 3:30pm to 4:00pm | Break |
| 4:00pm to 5:00pm | Scoping + Estimating, continued Understanding Markup vs. Margin Adding Expenses to Estimates |
| 7:00am to 8:00am | Timekeeping Best Practices (optional) + Breakfast (provided) |
| 8:00am to 9:30am | Managing Purchase Orders + Miscellaneous Costs Using Purchase Orders Vendor Addendum Forms Using Miscellaneous Costs |
| 9:30am to 10:00am | Managing Budgets: Campaigns + Projects Transaction Management |
| 10:00am to 10:30am | Break |
| 10:30am to 12:30pm | Managing Budgets: Campaigns + Projects, continued Budgets to Actuals By Item, By Type, By Task Reviewing Project Budget Analysis Report Reviewing Project Hourly Realization Rate |
| 12:30pm to 1:00pm | Working Lunch (provided) |
| 12:30pm to 2:30pm | Billing + Invoicing: The PM’s Perspective Client Invoicing: Advanced Billing + Transactional Invoices Revenue Recognition Pre-Billing/Revenue Recognition Meeting Checklist Billing Worksheets Write Offs vs. Write Up/Down |
| 2:30pm to 3:00pm | Break |
| 3:00pm to 4:00pm | Understanding Project Financials How to Read the Workamajig® Project Dashboard |
| 4:00pm to 5:00pm | CPI Agency PM Certification Quiz Q + A |
The Workamajig® name and the Workamajig® logo are the exclusive trademarks of Creative Manager, Inc. and are registered in the U.S. Patent & Trademark Office.
Contact CPI