Intense and Fun 4-Day Workshops

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

Day 1 - Morning Session

Agency Workflow

Roles + Responsibilities

Understanding Rates

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Day 1 - Afternoon Session

Client Architecture

Campaign Architecture

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Day 2 - Morning Session

Project Architecture

Phased Workflow

Levels of Architecture Detail

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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

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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

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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!”

Testimonial

"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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We help agency leadership achieve their goals.

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