Creative Performance Inc

Workamajig Project Management University January 2018

JANUARY 2018 WORKAMAJIG PLATINUM
PROJECT MANAGEMENT UNIVERSITY

SOLD OUT

DETAILS

Jan 30-Feb 2, 2018

Hilton Vancouver Washington

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:

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

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 8:00amBreakfast (provided)
8:00am to 9:00amIntroduction + Overview
9:00am to 10:30amAgency + Project Workflow
Roles + Responsibilities
Account Management
Project Management
Resource Management
10:30am to 11:00amBreak
11:00am to 12:30pmUnderstanding Billing Rates
Billing By Person
Billing By Service (Functional Codes vs. Titles)
Using Service Rate Sheets
12:30pm to 1:30pmLunch (on your own)
1:30pm to 2:30pmClient Architecture
Parent + Child Client Relationships
2:30pm to 3:30pmCampaign Architecture
Campaigns, Segments + Projects
When to Use Campaigns
Retainer Clients
3:30pm to 4:00pmBreak
4:00pm to 5:00pmCampaign Architecture, continued
Campaigns, Segments + Projects
When to Use Campaigns
Retainer Clients
5:00pmCPI Happy Hour
JANUARY 31, 2018 (NEW + RETURNING ATTENDEE TRACK)
7:00am to 8:00amBreakfast (provided)
8:00am to 10:00amProject Architecture
Phased Workflow
Levels of Architecture Detail
Summary vs. Sub Tasks
Tracking Budgets + Expenses

10:00am to 10:30amBreak
10:30am to 12:30pmWorkamajig® Platinum Overview
Main Navigation
Today - Creatives
Today - PM
Project Navigation
System Customization

12:30pm to 1:30pmLunch (on your own)
1:30pm to 3:30pmProject Templates + Setup
Using Templates
Creating New Projects from Templates
3:30pm to 4:00pmBreak
4:00pm to 5:00pmManaging Campaigns
Adding Campaigns
Linking Projects to Campaigns
Campaign Estimating
Reviewing + Managing Campaign Schedules
FEBRUARY 1, 2018 (NEW + RETURNING ATTENDEE TRACK)
7:00am to 8:00amBreakfast (provided) + Timekeeping Best Practices in Platinum (optional)
8:00am to 10:00amProject Timelines + Schedules
Adding New Tasks
Deleting Tasks
Rearranging + Moving Tasks
Using Durations, Constraints, Predecessors + Lags
10:00am to 10:30amBreak
10:30am to 11:30amProject Timelines + Schedules, continued
Updating Tasks
Using To-Do’s
Printing a Project Schedule
11:30am to 12:30pmPricing Strategies
Value Based vs. Cost Based Pricing
Value Add/IP Recapture
Principal Investment

12:30pm to 1:30pmLunch (on your own)
1:30pm to 3:30pmScoping + Estimating
Creating Estimates
Contractors, Freelancers and Vendors
Adding Labor to Estimates
3:30pm to 4:00pmBreak
4:00pm to 5:00pmScoping + Estimating, continued
Understanding Markup vs. Margin
Adding Expenses to Estimates
FEBRUARY 2, 2018 (NEW + RETURNING ATTENDEE TRACK)
7:00am to 8:00amBreakfast (provided)
8:00am to 9:30amManaging Purchase Orders + Miscellaneous Costs
Using Purchase Orders
Vendor Addendum Forms
Using Miscellaneous Costs

9:30am to 10:00amManaging Budgets: Campaigns + Projects
Transaction Management
10:00am to 10:30amBreak
10:30am to 12:30pmManaging 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 1:00pmWorking Lunch (provided)
1:00pm to 2:30pmBilling + 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 3:00pmBreak
3:00pm to 4:00pmTransitioning your Agency to Platinum
Next Steps
Workamajig Roadmap
4:00pm to 5:00pmCPI Agency PM Certification Quiz
Q + A

Contact CPI

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