Project Management Series Options

Project Management requires a variety of skill sets – from the basics of understanding the concepts to the nuances of managing the people to the savviness needed to understand project purpose as it relates the business. This page contains suggested series groupings that can focus on any one of those areas, or we can work with you to design a unique series that targets exactly what your organization needs for project management.

Succeeding With Projects

3 full days

Up to 20 people

This workshop covers all the essentials of project management concepts, tools, and techniques that allow your project managers to work on large or small projects.  The workshop provides the knowledge to, not only scope a project, but also scope the use of the project tools to match the size of the project.  While the material is based on Project Management Institute® theory, participants will use an ongoing scenario to apply the tools to real-life situations.  As participants work through application, they receive coaching from an experienced project manager with PMP® certification.

This workshop is equally valuable to those who are new to leading projects or those who are experienced project managers and desire a refresher, as participants learn to:

  1. Understand the role of the project manager through each phase of a project: initiating, planning, executing, monitoring and controlling, and closing
  2. Build a common understanding project terminology and techniques
  3. Increase a project’s potential by applying project management tools and processes
  4. Leverage critical teamwork techniques to get your project team to work together
  5. Engage project stakeholders and sponsors
  6. Understand when and how to use project templates
  7. Describe the difference between project management and project methodology
  8. Define project roles and responsibilities

This workshop includes meetings with the instructor to customize to your organization’s needs.  Contact us for more information today!


Business Acumen for Projects – A Talent Triangle® Series: Modules that support the business skills connected to project management tools.

3 ½ days

Up to 20 people

 Module 1: Building the Business Case for Change

Change should come from business need.  Understanding the business need and how it applies to their team assists leaders in helping others navigate change and stay focused on the business need.  If leaders understand the “why” behind change and how it will benefit the organization, they have the information needed to move beyond resistance and sustain the efforts beyond launch. In addition, understanding the business case will position your leaders to measure results, request the necessary resources, and assist with problem-solving as initiatives move forward.   Participants will:

  1. Identify common sources of change
  2. Explain the linkage between an organization’s strategy and change, and the role of the business case
  3. Complete the non-financial sections of a business case and support the preparation of the financial analysis
  4. Convert the intangible benefits of a change initiative into tangible, quantitative benefits and use them in the business case
  5. Recognize the application of the principals of good data presentation
  6. Identify crucial success factors and risk for a change initiative

Module 2: From Business Case to Project Charter

The two most common ways to receive a project are through a written hand-off of a business case or a verbal “make this happen.” Having the ability to understand the business case need behind the project aids project managers in writing an effective project charter to increase the likelihood that the project will succeed. This course will teach project managers to take a business case and frame it in a project charter. It will also address the most critical parts of a project charter to help define the business need if it was not included in the project hand-off.

  1. Understand how the elements of a business case transfer to a project charter
  2. Recognize the audience for a project charter
  3. Appreciate the elements of an effective project charter
  4. Learn to critique charters with a best practice checklist
  5. Write a project charter based on business case

Module 3: Risk

During this 1-day, hands-on, interactive workshop, participants will gain a well-rounded proficiency in identifying, analyzing, responding to and controlling project risk with their team and stakeholders.

A simulated project will be introduced and used as the context for participants to apply the project risk management concepts, tools and techniques. The simulation moves the participants through time and helps them discover information, documents and people who supply inputs to the risk activities the participants must perform/practice. The practice involves participants creating artifacts (such as a risk register) and then making adjustments as the simulated project goes through very real twists and turns!

 In this workshop module, participants will:

  1. Apply Risk Management to a project
  2. Gain the confidence necessary to practice project risk management
  3. Universally recognized Risk Management terms and definitions
  4. Practice working with team members and stakeholders to identify risks
  5. Record risks (in a risk register) in a manner that enables the rest of the risk management process
  6. Lead the project team and stakeholders through a qualitative risk analysis and how to communicate results using a risk matrix
  7. Determine when a quantitative risk analysis is required and learn about several effective techniques (Monte Carlo, Sensitivity Analysis, Decision Tree)
  8. Determine appropriate ways for the project to respond to each prioritized risk
  9. Learn to continually review identified project risks and to enlist your team and stakeholders in staying alert to new risks

Module 4: Knowing the Customer Equals Knowing the Business

Project work serves a purpose.  That purpose identifies who the customers are.  Those customers have expectations – which makes their input invaluable.  Participants in this module will:

  1. Identify customers (both internal and external to the organization)
  2. Understand the dynamics of customer satisfaction
  3. Define the five customer expectations
  4. Ensure an understanding of customer needs and communicate them to business partners


Project Leadership – A Talent Triangle® Series: Modules that support the leadership skills connected to project management tools.

3 days

Up to 20 people

Module 1: Understanding the Effects of Change

Change is generated from the internal forces of rolling out new technology, staff turnover, and mergers or restructuring.  Sometimes, change bubbles up internally in the forms of continuous improvement or process improvement.  Or change comes from the economy, competitors, and other external forces.   Leaders need to understand their own reactions to change so that they can move others through these changes.  Participants will learn to channel change and:

  1. Identify their go-to reaction to change and how that affects their work
  2. Explain the change curve, its phases, and how it rolls out
  3. Manage the emotions that come with each change phase
  4. Define their role in helping people navigate through change

Module 2: Leading Stakeholders through Change

Gaining and keeping the support of key stakeholders is essential to the success of any change initiative or project. If your leaders are using the same email to report to every stakeholder, they are probably missing opportunities to keep stakeholders invested and enthusiastic about the organization’s initiatives and projects. This module connects change theory to communication strategies for your project managers to:

  1. Identify and analyze key stakeholders
  2. Determine the messages stakeholders need to hear and when they need to hear them
  3. Choose the best mode of communication for each stakeholder

Module 3: Using Constructive Communication

This module starts with an assessment for projects managers to understand their own preferred communication style.  It progresses to understanding how others like to send and receive communication.  Using these techniques will yield better responses with your sponsors, stakeholders, and project team members.  In this module, participants will:

  1. Understand their own preferred communication styles
  2. Assess the communication styles of others through observable behaviors
  3. Explain how to leverage communication styles to give and receive feedback
  4. Modify messages to communicate in times of stress and conflict

Module 4: Creating and Navigating Workplace Culture

Workplace culture typically falls into one of four types.  These types themselves are neither positive nor negative as long as they allow for successful projects and processes.  Understanding workplace culture, allows project managers to capitalize on its strengths and avoid the pitfalls.  Participants will be able to:

  1. Define the four types of workplace culture
  2. Identify the culture and subcultures of the work place
  3. Understand how to maneuver in existing culture
  4. Recognize how people take cues in their cultures
  5. Apply knowledge of culture to strategically evolve their project work to align with changing external and internal pressures


Project Team Leadership – A Talent Triangle® Series: Modules that support the team leadership skills needed for projects

3.5  days (or 7  – ½ day sessions)

Up to 20 people

Module 1: Project Team Formation

Knowing how to guide a project team through change has a positive impact to keeping them engaged in work.  Leaders in this module will:

  1. Understand their own reaction to change
  2. Explain the phases of change and the diversity of how/when people process change
  3. Recognize behaviors that support change or stall change
  4. Connect team phases to the change process
  5. Recognize behaviors that stall team building
  6. Use tools to address behaviors that derail team building

Module 2: Crucial Conversations

Having a well-timed crucial conversation can prevent a small intermittent situation from becoming a big darn deal that impedes the work of the whole project team.  In this module, managers will:

  1. Identify when and how to talk about difficult and uncomfortable issues with others
  2. Explain brain habits and typical behaviors people use when in difficult situations
  3. Harness the power of dialogue to diffuse situations
  4. Use a strategy to identify wants and needs to turn the dialogue into actionable outcomes for finding solutions

Module 3: Creating a High Performing Team

Team members who enjoy their project team and enjoy being with their fellow team members are less likely to ignore their project work –  regardless of the challenges that come their way.  This module will:

  1. Explain the essential ingredients of successful project teams
  2. Show how to identify opportunities to improve a project team
  3. Recognize project team development and how to guide it
  4. Provide practice for using basic teamwork tools

Module 4: Getting Past No: The Art of Negotiation

The majority of a project manager’s work day could be described as trying to get things from others: a task completed, a form filled out, a signature, a decision, necessary resources… Project managers will be more productive if they can negotiate; this module will help them:

  1. Understand the five steps of negotiation to quickly connect for a “yes” instead of a “no”
  2. Learn to negotiate with personal power instead of position power for mutual interests
  3. Minimize actions that provoke a negative response
  4. Employ active listening to hear obstacles to requests
  5. Ask questions to clarify values and move forward
  6. Delegate work in a manner that clearly communicates expectations
  7. Monitor requests and delegation for quality

Module 5: Leading Through Conflict

Conflict is healthy.  Conflict encourages discussions to identify the root causes of the problems and analyze possible solutions.  However, conflict can make people uneasy.  Effective project managers know how to leverage conflict to be productive – not destructive. Participants in this module will:

  1. Recognize when to engage in dialogue that is both assertive and cooperative
  2. Develop expertise to discover solutions and present options to stakeholders that allow for the win/win
  3. Find opportunities to collaborate that will generate value and improve relationships for both the project manager and the organization

Module 6: Facilitating for Input

This module focuses specifically on meeting techniques for gathering input. (For more thorough training on leading meetings, see the Meetings Matter series).  Leaders will learn tools for gathering input that go beyond asking the question, “What do you think?”  In this module, project managers will:

  1. Build meeting expectations for input gathering before, during, and after the session
  2. Know the decisions a facilitator needs to make to prepare for gathering input meeting (including – Is a meeting the best method to gather input?)
  3. Prepare participants for an input gathering session
  4. Know the best tools to use to gather input
  5. Use tips and strategies to execute input gathering
  6. Close the session with action steps

Call us in St. Paul today at (612) 659-7230 and let us help you mix and match any of our courses (or create new ones) to meet your specific needs.