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Course Outline
Online course agenda
Download online course agenda here.
Session 01 – Overview/Definitions
- What is Project Management?
- Why Project Management?
- Attributes of the Cx Project Manager
- Definitions – Project, Portfolio, Program, Business Strategy, Business Case, Overruns, etc.
- A 5-Stage Project Management process framework: Initiate, Plan, Execute, Control, Close
Session 02 – Project Initiation and Pursuit
- Key PM Plan elements
- Risk assessment and Go/No-Go
- Scope development guidance
- Early scope creep strategies
- Estimating/negotiating fees
Session 03 – Planning and Contracting
- Developing the PM Plan
- Developing project requirements
- Risk management
- Contract preparation & guidance
Session 04 – Scheduling and Time Management
- Why Schedule Management?
- Types of schedules
- Elements of a detailed schedule
- Creating, maintaining and controlling schedules
- Time management tips
Session 05 – Allocating Resources
- Why Resource Management?
- Elements of the Resource Management Role
- Creating, maintaining and controlling resource plans
Session 06 – Quality Considerations
- Definition and importance of quality
- Quality assurance vs quality control
- The CxPlan as the quality plan
- Cx Team member roles/responsibilities
Session 07 – Mobilization, Billing and Control
- Key financial terminology
- Project Management tools/techniques
- Accounting/controlling project financial data
- Strategies for mitigating and/or controlling scope creep
Session 08 – Closeout
- Importance of proper project closeouts
- Challenges/advantages of completing a project well
- Creatively think and discuss how to improve closeout activities
Session 09 – Ethical Considerations
- Definition of ethics
- Importance of ethics for PMs
- Handling common ethical issues in the Cx industry
Session 10 – Communication, Leadership and Teamwork
- Fundamentals of effective communication
- Importance of personality types
- Techniques for dealing with difficult people
- Leadership and management compared
- Key attributes of leadership
- Principles of teamwork
Instructor and Program Director
Instructor
Ian McIntosh
Program Director
Dr. Ian McIntosh is a Program Director for the University of Wisconsin-Madison, Office of Interdisciplinary Professional Programs (InterPro). He joined the InterPro Facilities and Building Systems team in December 2020 after being a frequent lecturer and course developer for the previous 20 years. His responsibilities include teaching, directing and business development for commissioning certification courses related to project management, existing buildings, and building enclosures. He is also the owner and founder of ianTEACH LLC, which provides innovative and strategic performance-based training and coaching to engineers, architects, construction, and facilities management professionals in various sectors of the national building industry.
Program Director
Ian McIntosh