Creative Performance Inc
JANUARY 2018 WORKAMAJIG PLATINUM
PROJECT MANAGEMENT UNIVERSITY
SOLD OUTDETAILS
Jan 30-Feb 2, 2018
Workamajig Project Management University January 2018
OVERVIEW
Are you ready to make the transition from the classic Workamajig® Flash interface to the new HTML5 Platinum interface, or start a fresh deployment in Workamajig Platinum, all while empowering (or upgrading!) your PM discipline? Then our next Workamajig Project Management University is for you! CPI’s expert training will show PMs how to:
- Clear out Workamajig mismanagement that may be negatively impacting morale
- Bring workflow, PM best practices and Workamajig training all into alignment
- Transition PM best practices from Flash to HTML5 interface and learn what’s new
- 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 University is designed specifically to address the unique challenges facing Project Managers within an agency environment, learn what’s new and better in Platinum and help PMs master the new Platinum interface. Throughout the University, we’ll also provide Project Management best practices designed to empower your PM team – since the transition from Workamajig Flash to Platinum is truly the perfect time to implement best practice processes within your agency!
Whether you’re a PM preparing for a new Workamajig deployment or an existing user who wants to learn the new Workamajig Platinum functionality, CPI’s advanced Workamajig Project Management University is for you!
LEARNING OBJECTIVES
- Understand how to un-blend account and project management disciplines
- Design detailed project architectures for the most typical project types (templates)
- Understand what’s new and improved in Platinum
- Implement complex project timelines + schedules including predecessors, durations, constraints + lags using Platinum
- Understand benefits of function-based vs. title-based scoping + estimating
- Create accurate estimates through the use of functional codes + project architecture within Platinum
- 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 within Platinum
- Implement principles of project transaction management to increase data accuracy + project profitability
- Understand client invoicing + best practice revenue recognition within Platinum
- Understand the benefits of an integrated project management system
QUOTES FROM PAST ATTENDEES
“CPI understands Agency Management. Their Project Management training is more than just WMJ training, it also encompasses operations management and agency best practices.”
“Our agency doesn’t really train PMs how to be PMs. I feel so much more knowledgeable in my discipline now!”
“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.”
“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 teaching approach was very clear and concise. Presenters were knowledgeable and enthusiastic.”
“Overall, it was very useful and I think saved us from heading down the wrong path in many important ways.”
“I really liked and respected Jessica and Vanessa’s high level of energy and passion and how they broke things down simply and easily.”
“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.”
COST
For prior PM University attendees, we’re offering a 3-day Return Attendee Track from Weds, Jan. 31 to Fri, Feb. 2; the cost per Return Attendee is $3,000.
The cost for the full, 4-day New Attendee Track from Tues, Jan 30 to Fri, Feb. 2 is $3,500; new attendees are defined as anyone who hasn’t been to one of our previous Project Management Universities.
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
JANUARY 30, 2018 (NEW ATTENDEE TRACK)7:00am to 8:00am | Breakfast (provided) |
8:00am to 9:00am | Introduction + Overview |
9:00am to 10:30am | Agency + Project Workflow Roles + Responsibilities Account Management Project Management Resource Management |
10:30am to 11:00am | Break |
11:00am to 12:30pm | Understanding Billing Rates Billing By Person Billing By Service (Functional Codes vs. Titles) Using Service Rate Sheets |
12:30pm to 1:30pm | Lunch (on your own) |
1:30pm to 2:30pm | Client Architecture Parent + Child Client Relationships |
2:30pm 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 | Campaign Architecture, continued Campaigns, Segments + Projects When to Use Campaigns Retainer Clients |
5:00pm | CPI Happy Hour |
7:00am to 8:00am | Breakfast (provided) |
8:00am to 10:00am | Project Architecture Phased Workflow Levels of Architecture Detail Summary vs. Sub Tasks Tracking Budgets + Expenses |
10:00am to 10:30am | Break |
10:30am to 12:30pm | Workamajig® Platinum Overview Main Navigation Today - Creatives Today - PM Project Navigation System Customization |
12:30pm to 1:30pm | Lunch (on your own) |
1:30pm to 3:30pm | Project Templates + Setup Using Templates Creating New Projects from Templates |
3:30pm to 4:00pm | Break |
4:00pm to 5:00pm | Managing Campaigns Adding Campaigns Linking Projects to Campaigns Campaign Estimating Reviewing + Managing Campaign Schedules |
7:00am to 8:00am | Breakfast (provided) + Timekeeping Best Practices in Platinum (optional) |
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 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 | 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) |
1:00pm 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 | Transitioning your Agency to Platinum Next Steps Workamajig Roadmap |
4:00pm to 5:00pm | CPI Agency PM Certification Quiz Q + A |
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