Intense and Fun 4-Day Workshops

Our Workamajig® Platinum Project Management University (held in Vancouver, WA) provides a deep dive into the best practices of Project Management and how to implement those theories and processes within Workamajig Platinum.

Upcoming University Information

Our next PM University will be held April 28 to May 1, 2020. Register here!

The cost for the full, 4-day New Attendee Track is $3,500; new attendees are defined as anyone who hasn’t been to one of our previous PM Universities. For prior PM University attendees, we offer a 3-day Return Attendee Track (from Weds, April 29 to Fri, May 1) for $3,000 per Return Attendee.

In addition, 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.

University Cancellation Policy

Day 1 - Morning Session

Agency Workflow

Roles + Responsibilities

Understanding Rates

University Registration

Day 1 - Afternoon Session

Client Architecture

Campaign Architecture

University Registration

Day 2 - Morning Session

Project Architecture

Phased Workflow

Levels of Architecture Detail

University Registration

Day 2 - Afternoon Session

Workamajig® Platinum Overview

Project Templates + Setup

Managing Campaigns

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Day 3 - Morning Session

Project Timelines + Schedules

Adding, Removing + Moving Tasks

Using Durations, Constraints, Predecessors + Lags

University Registration

Day 3 - Afternoon Session

Pricing Strategies

Scoping + Estimating

Estimating Labor

Estimating Expenses

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Day 4 - Morning Session

Optional: Resourcing Overview

Managing POs + Misc. Costs

Transaction Management

Budget to Actual Management

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Day 4 - Afternoon Session

Billing + Invoicing: PM’s Perspective

Billing/Revenue Recognition Meeting Process

Transitioning to Platinum

CPI Agency PM Certification Quiz

University Registration

Past Attendees

  • “CPI’s Workamajig trainings not only teach you how to use a complex integrated system, but also the business fundamentals critical to understanding it.”
  • “CPI understands Agency Management. Their Project Management training is more than just WMJ training, it also encompasses operations management and agency best practices.”
  • “The teaching approach was very clear and concise. Presenters were knowledgeable and enthusiastic.”
  • “Very informative for the PM role and understanding overall best business practices.”
  • “The Workamajig Platinum training was great! I really needed the information to use Workamajig successfully. All CPI staff members are great!”
  • “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.”
  • “Overall, it was very useful and I think saved us from heading down the wrong path in many important ways.”
  • “Our agency doesn’t really train PMs how to be PMs. I feel so much more knowledgeable in my discipline now!”


"I’ve attended both their Project Management and Accounting Universities, which have been jam-packed with collaborative learning and information. Additionally, I’ve worked with Creative Performance to look at our business process and deepen my knowledge of WMJ. CPI is a full-circle service consultancy, and is truly the best in their field – they are worth every penny."

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