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Precision meets Expertise. Document Transcript

  • 1. Course Catalogue Precision meets Expertise. Project Management Business Analysis IT Service Management Business Continuity Management
  • 2. Letter from the President On behalf of our faculty and staff, I welcome you to Procept Associates Ltd. As you look through this calendar, you’ll see our highly-rated courses in Project Management, Business Analysis, and IT Service Management. In many Canadian cities we offer our courses directly to the public or through our university partners (see page 62). We also deliver our courses directly to corporate and government clients worldwide. In-company deliveries can either be off-the-shelf or customized for the organization’s specific needs (see page 4). All of our faculty have senior experience in their disciplines, and are selected for their high level of instructional talent. All of our faculty, as well as our colleagues in our consulting practice, are available for consulting assignments. As an individual, or as a representative of your organization, please feel free to contact us at info@procept.com for assistance in choosing the right course. I wish you well in your professional development and I look forward to meeting many of you in the upcoming year! Yours truly, Keith Farndale President President Keith Farndale Vice Presidents Darya Duma Sola Oduko Director, Atlantic Canada Janice Petley Sales and Marketing Rohit Madan Design Alana Hughes 2 www.procept.com
  • 3. Contents Letter from the President ....................................................................................................................................................................... 2 Corporate Profile ................................................................................................................................................................................... 4 In-House and Customized Training Solutions ....................................................................................................................................... 5 Cerificates in Business Analysis and Project Management .................................................................................................................. 6 PROJECT MANAGEMENT COURSES ............................................................................................................................................... 7 Advanced Microsoft Project .................................................................................................................................................................. 8 CAPM® Exam Preparation ..................................................................................................................................................................... 9 The Complete Project Management Seminar ..................................................................................................................................... 10 Introduction to Project Management ................................................................................................................................................... 12 Managing Project Risk ........................................................................................................................................................................ 13 Microsoft Project Essentials ................................................................................................................................................................ 14 PMP® and CAPM® Exam Preparation ................................................................................................................................................. 16 Managing Successful IS Projects ....................................................................................................................................................... 18 PRINCE2® Foundation and Practitioner .............................................................................................................................................. 19 Project Contracting Management ....................................................................................................................................................... 20 Project Management Essentials ......................................................................................................................................................... 22 Project Management for Festivals and Events .................................................................................................................................... 23 Project Management Essentials for Contractors ................................................................................................................................. 24 Project Management Essentials for Construction ............................................................................................................................... 26 Project Management for Health Care ................................................................................................................................................. 28 Project Portfolio Management ............................................................................................................................................................. 29 Project Scheduling Essentials ............................................................................................................................................................. 30 Project Scheduling & Controls ............................................................................................................................................................ 31 BUSINESS ANALYSIS COURSES..................................................................................................................................................... 32 Analytical Thinking for the Business Analyst ...................................................................................................................................... 33 Business Analysis Essentials .............................................................................................................................................................. 34 CBAP® Preparation ............................................................................................................................................................................. 36 The Comprehensive Business Analysis Seminar - Part One .............................................................................................................. 38 The Comprehensive Business Analysis Seminar - Part Two ............................................................................................................... 40 Enterprise and Strategic Analysis ....................................................................................................................................................... 42 Project Management for the Business Analyst ................................................................................................................................... 43 Testing for the Business Analyst ......................................................................................................................................................... 44 PROJECT MANAGEMENT AND BUSINESS ANALYSIS SOFT SKILLS ......................................................................................... 45 Beating the Clock: Personal Time Management ................................................................................................................................. 46 Leadership, Relationship, and Change .............................................................................................................................................. 47 Virtual Teams: Dealing with Geographical Dispersion ........................................................................................................................ 48 IT SERVICE MANAGEMENT V3 ........................................................................................................................................................ 49 ITIL® for IT Management ..................................................................................................................................................................... 50 ITIL® V3 Foundation Bridge ................................................................................................................................................................. 51 ITIL® V3 Service Manager Bridge ....................................................................................................................................................... 52 ITIL® IT Service Management Foundation V3 ..................................................................................................................................... 53 ITIL® V3 Release, Control, and Validation ........................................................................................................................................... 54 ITIL® V3 Service Operation ................................................................................................................................................................. 55 ITIL® V3 Service Operation and Analysis ............................................................................................................................................ 56 ITIL® V3 Service Transition .................................................................................................................................................................. 57 BUSINESS CONTINUITY MANAGEMENT ........................................................................................................................................ 58 Business Continuity Management Awareness .................................................................................................................................... 59 Business Continuity Management Essentials ..................................................................................................................................... 60 The Comprehensive Business Continuity Management Seminar ....................................................................................................... 62 Instructors ........................................................................................................................................................................................... 64 University Partners and Professional Accreditations .......................................................................................................................... 66 Selected Client List ............................................................................................................................................................................. 67 1.800.261.6861 or 416.693.5559 3
  • 4. Corporate Profile Who we are Procept is a premier provider of professional training programs specializing in Project Management, Business Analysis, IT Service Management, and Business Continuity Management - offering participants intensive instruction at the accreditation level. Our consulting division offers strategic consulting services to help your organization improve its maturity in our specialization areas. Procept was founded in 1983 by Keith Farndale to provide Project Management services. Since then, our reputation has evolved on the strength of our expertise, capability and motivation. We’re especially proud of the fact that we’re now the leading project management trainer in Canada. Procept now delivers a full curriculum of in-house training in Project Management, Business Analysis, Information Technology Service Management, and Business Continuity Management. In 2005, Procept opened our Atlantic Canada office and in 2006, we launched Procept Nigeria. Both offer our growing selection of courses to companies in the region. Learn from qualified instructors Through our Canadian operations, registered under ISO 9001, we define ourselves by the quality we provide. Our trainers and consultants are experts in their industries, including engineering, information technology, oil and gas, management and engineering consulting, telecommunications, government, construction, real estate development, standards development, and food. Our courses follow the prescribed outline of internationally recognized professional associations and many of our clients confidently pursue these designations. How we can help you Across Canada and internationally, our experienced team works with blue-chip and non-profit organizations engaged in a diverse range of activity. Here is just a sample of industries we serve: Aerospace and Defense Construction Engineering Consulting Financial Services Food Government Health Care Information Technology Oil and Gas Standards Development Telecommunications What sets us apart from others in the field is our continuing support of our clients. Procept encourages feedback through questionnaires and updates through newsletters and our website. For participants of our Project Management courses, we offer the PMP Helpline newsletter. For participants of our Business Analysis courses we offer the CBAP Exam newsletter. With these, clients have easy access to our consultants for answering questions and it allows us to keep in touch post-exam. Choice and convenience Choose from a variety of programs we offer in Project Management, Business Analysis, Information Technology Service Management, and Business Continuity Management. Or we can design a program to meet your specific needs. Training is conducted at your company or through our partner universities. Procept has enjoyed long-standing partnerships with several universities in Canada where our courses are part of the professional development curriculum. See page 46 for a list of our university partners. For more information 1.800.261.6861 or 416.693.5559 info@procept.com www.procept.com 4 www.procept.com
  • 5. In-House and Customized Training Solutions For 21st century organizations that seek competitive advantage through investment in human resources, Procept’s in-house and customized training programs can be the solution. We offer our Project Management, Business Analysis and IT Service Management programs in-house for groups of 8 or more. Our off-the-shelf programs can be customized to reflect your specific learning requirements, business processes, culture or industry. Alternatively, we can custom design a program specifically for your organization in consultation with one of our subject matter experts. Create your own program length, course content and instructional schedule. Mix and match from different disciplines – create the right fit for your organization! In our course design, development, and delivery, we follow a structured approach to training using adult education principles. Gap analysis, learning objectives, design of programs and evaluation techniques is all done by a senior facilitator/consultant. We use our Custom Course Design Profile tool to identify specific organizational performance objectives in terms of knowledge, skills, and attitude. Development of training manuals, PowerPoint slides and learning aids is done by our in-house Course Developer with oversight guidance from our subject matter experts. A final review of the course by a second senior facilitator/consultant is part of our quality control process. Our in-house and customized training solutions can include: • Learning assessments and needs analysis to identify gaps and learning objectives • Pre-course (before the course) and post-course (two weeks after the course) assessments to ensure application of knowledge in the work place • Development of corporate career paths in Project Management, Business Analysis and IT Service Management • Coaching of Project Managers, Business Analysts or IT Service Management practitioners • Certificate Programs in Project Management, Business Analysis and ITIL, either off-the-shelf or custom designed to reflect your organizational culture, goals and processes • Refresher sessions that can be structured as classroom training, facilitated discussion sessions, or short talks such as “lunch and learn” Procept has worked with many large organizations across Canada and the United States to: design custom learning programs; rework existing training materials; and to rollout strategic initiatives. Examples: ESRI Canada Ontario Power Generation Inc. We developed a series of custom courses. A 1-day session “More Than We designed, and we regularly present, a 2-day course on Contract Just Winging It” waa offered across Canada to clients of ESRI during Monitoring, to train field staff in the monitoring of construction End User Conferences. The workshop enhanced the understanding contractors. Those staff had previously been supervisors of direct- by ESRI clients of the value of ESRI’s PM methods, and the role of hire construction tradesmen prior to a change of construction strategy the client on a project. We also developed a half-day session “For by OPG. Project Team Members Only!”, and a 1-day session “Managing Client Mechanical Contractors Association of Ontario Projects” which focused in on the roles of the Account Manager and Designed and currently presenting a 10–day Mechanical Contracting the PM throughout the life of external client projects. Project Management course, in partnership with the University of City of Kitchener Waterloo. Started in 1999, it is run from 2 to 6 times each year in We developed a customized version of our 1-day “Project Sponsorship” different Canadian cities, and is almost always sold out. course to incorporate issues important to the client, including dealing with outsourcing contracts. This session has been delivered to over 150 participants to date. Benefits of an in-house or customized training program: ATI Technologies Inc. • Time - When and where you want Developed a sophisticated new project analysis and delivery • Course content - Our subject matter experts design a methodology and then chose Procept to develop and deliver program specifically for your organization customized training for this methodology. Procept worked closely with • Flexibility - You set your schedule, be it in the evenings, ATI to adapt existing Procept material and integrate ATI templates into weekends, one session per week, or continuous sessions a program of four customized courses to explain the ATI methodology to their staff and also show how it fits in with cross-industry best • Savings - You save with corporate discounts practices. • Organizational learning - Group discussion brings out organizational issues, and allows for immediate MCAP Service Corporation applicability of the subjects being taught Designed series of Microsoft Project templates defining project management process for IT projects. Included definition of project management process, and developing reporting documentation. Created an instructional manual and trained participants in its use. 1.800.261.6861 or 416.693.5559 5
  • 6. Cerificates in Business Analysis and Project Management CERTIFICATE IN BUSINESS ANALYSIS Business analysis is an important component of any project’s lifecycle. Research has consistently shown that incomplete analysis is a key factor of project failure. Designed by our business analysis experts, the Certificate in Business Analysis covers a wide range of techniques that can be applied to any business problem or project. The courses focus on the core skills required to be an effective business analyst and are suited for both new and experienced analysts. The Certificate provides tools and knowledge for practical application in business. All courses align with the International Institute of Business Analysis (IIBA®) Body of Knowledge. Program Details • Complete Enterprise and Strategic Analysis and The Comprehensive BA Seminar - Parts 1 and 2 within 2 years and attend at least 80% of each course • Pass the final exam after each course with at least 65% marks ADVANCED CERTIFICATE IN BUSINESS ANALYSIS A cutting-edge certificate program designed by our business analysis experts who believe in continuous professional development. Also suitable for those looking to earn professional development units to maintain their CBAP® (Certified Business Analyst Professional™) designation. Are you looking for a rigorous business analysis training that goes well beyond CBAP® and IIBA®’s BABOK®? Then this certificate is right for you! This Advanced Certificate provides an opportunity for participants to explore areas of interest in depth like leadership, virtual teams, project management, testing and quality control, analytical thinking and problem solving. This is the next logical step in the evolution of a business analyst professional or practitioner, designed with input from industry, academia and program participants. Prerequisite You should either have a CBAP® designation or have completed our Certificate in Business Analysis or a similar certificate program. Program Details • Complete Analytical Thinking for Business Analysts, Project Management for Business Analysts, and any other electives totalling 3 days. • Complete all the courses within 2 years and attend at least 80% of each course. CERTIFICATE IN PROJECT MANAGEMENT A certificate program designed by our project management experts who introduced the first PMBOK® aligned project management course in Canada. If you are new to the exciting world of project management or have not taken any formal PMI project management training, this certificate is right for you! This certificate will strengthen your use of project management tools in real life situations and it will also help you prepare to write the PMP® exam. Program Details • Choose between Project Management Essentials or Project Management Essentials for Construction • Complete The Complete Project Management Seminar and pass the final exam at the end of the course with at least 65% marks • You must complete both courses within a year and attend at least 80% of each course ADVANCED CERTIFICATE IN PROJECT MANAGEMENT A cutting-edge certificate program designed by our project management experts who believe in continuous professional development. Also suitable for those looking to earn PDUs to maintain their PMP designation. Are you looking for a rigorous project management training that goes well beyond PMP? Then this certificate is right for you! The Advanced Certificate provides an opportunity for participants to explore areas of interest in depth like project management leadership, virtual teams, business analysis, agile project management, and Microsoft Project. This is the next logical step in the evolution of a project management professional or practitioner, designed with input from industry, academia and program participants. Prerequisite You should either have a PMP designation or have completed our Certificate in Project Management or other similar certificate program. Program Details • Attend any combination of courses resulting in at least 4 days of total training • Complete the required 4 days of training within two years 6 www.procept.com
  • 7. PROJECT MANAGEMENT COURSES Procept Associates offer eighteen specific Project Management Courses, enabling participants to successfully achieve their goals in project management. Each course can be taken individually or as part of a program towards certification. Instructional time per course ranges from 7-42 hours and is delivered as on-site training at your company or through one of our courses offered to the public. Go with a leader We’ve prepared more people to write the Project Management Professional (PMP®) exam than any other trainer in Canada. To help you succeed, we publish Farndale’s PMP and CAPM® Preparation Guide. Accreditation PMP certification, awarded through the Project Management Institute (PMI), is the most recognized credential among PM professionals. Procept is a Registered Education Provider with the institute, presenting more than 12,000 participant training days every year. Additionally, most Procept PM courses are registered with PMI, each providing one Professional Development Unit (PDU) for each course hour. These PDUs can be used towards the requirements for maintaining PMP certification. For students interested in pursuing PMP or Certified Associate in Project Management (CAPM) accreditation, Procept recommends our PMP and CAPM Examination Preparation course or The Complete Project Management Seminar and the Farndale’s PMP and CAPM Preparation Guide. Project Management Project Management Project Management Project Management Essentials for Essentials Essentials for Construction Essentials for Contractors Festivals and Events 3 days 3 days 2 days 2 or 3 days Fundamental Project Management Microsoft Project Introduction to Project Managing Successful Essentials for Health Care Essentials Management IS Projects 3 days 2 days 1 day 3 days Project Scheduling CAPM® Exam Preparation Essentials 3½ days 3 days The Complete Project PMP® and CAPM® PRINCE2® Foundation Project Contracting Management Seminar Exam Preparation and Practitioner Management 6 days 3 days 3 and 2 days 2 days Professional Advanced Microsoft Project Scheduling Managing Project Risk Project and Controls 2 days 1 day 5 days Advanced Project Portfolio Management 1 day 1.800.261.6861 or 416.693.5559 7
  • 8. Advanced Microsoft Project We have a new and improved version of this course! MATERIALS Appropriate for the experienced Project Manager or Project You will receive a book (same as for our Microsoft Project Essentials), Administrator, this 1-day course provides an advanced level a course binder containing course notes, exercises, and suggested understanding of Microsoft Project. You will learn to use the tool to solutions. You will also receive a CD with the exercise files. facilitate a higher, more effective level of project management within your organization. WHAT YOU WILL LEARN This course explores the more complex features of the software. These Note: the outline depends upon the requirement of the features are illustrated and practiced through hands-on exercises, participants. designed to enable the Project Manager or Project Scheduler to better model, track, analyze, interpret, and communicate project plans. For RELATED COURSES OF INTEREST in-company courses, the course is customized in advance to suit the • Microsoft Project Essentials requirements of the participants. • Project Management Essentials • The Complete Project Management Seminar LEARNING OBJECTIVES You will gain practical skills, such as: • Develop best practices for task and resource entry. • Understand how task calendars can be used to efficiently schedule activities with specific time restrictions. • Understand the differences within Microsoft Project between deadlines and constraints, and how both can be used to provide effective management, communications and tracking tools. • Understand how hidden and rolled-up tasks can be used to facilitate improved project communication and project manageability. • Create the appropriate views for updating actual information into project, and as a result, use Microsoft Project not only as a planning but also a management tool. • Understand how project baseline and interim plans differ, and how each can be used successfully as a means of tracking project progress • Improve project analysis and communication through the use of custom fields, graphical indicators, and the grouping of project data. • Know how to improve the usability and efficiency of Microsoft Project through the creation and use of custom views. WHO SHOULD ATTEND The Advanced Microsoft Project course is appropriate for individuals who are: • Already using and are comfortable with the basic functionality of Microsoft Project • Ready to learn and apply some of the more advanced features that the software has to offer. PREREQUISITE • 2-day Microsoft Project Essentials • 3-day Project Management Essentials (or its equivalent fundamental PM course) 8 www.procept.com
  • 9. CAPM® Exam Preparation This 3½ day course is designed as an intense preparation for those • Create WBS preparing to write the Certified Associate in Project Management • Verify Scope (CAPM®) examination. The course is registered with the PMI and will • Control Scope provide the necessary 23 contact hours required for the CAPM exam. Time Management It is based on the PMBOK® Guide 4th Edition. • Define Activities • Sequence Activities LEARNING OBJECTIVES • Estimate Activity Resources Participants will gain practical skills to: • Estimate Activity Durations • Review all nine Knowledge Areas as well as Professional • Develop Schedule and Social Responsibility. • Control Schedule • Obtain an overall view of the current state of the project Cost Management management body of knowledge. • Estimate Costs • Identify your responsibilities as working towards a • Determine Budget professional designation. • Control Costs • Prepare for the CAPM exam. Quality Management WHO SHOULD ATTEND • Plan Quality The CAPM Exam Preparation course is suitable for individuals who: • Perform Quality Assurance • Want to prepare for the CAPM designation. • Perform Quality Control • Just graduated from a post-secondary institution and are Human Resources Management interested in pursuing a career in project management. • Develop Human Resource Plan • Acquire Project Team MATERIAL • Develop Project Team The participants will receive: • Manage Project Team • The course workbook • Farndale’s PMP® and CAPM Preparation Guide Communications Management • CAPM Exam Prep Guide – 2nd Edition by Rita Mulcahy • Identify Stakeholders Please note: You are required to bring your own A Guide to the Project • Plan Communications Management Body of Knowledge (PMBOK® Guide) 4th Edition to the • Distribute Information course. The PMBOK® Guide can be purchased from PMI or Procept. • Manage Stakeholders Expectations • Report Performance WHAT YOU WILL LEARN Risk Management Project Management Introduction and Framework • Plan Risk Management • Identify Risks Project Management Process Groups • Perform Qualitative Risk Analysis • Initiating • Perform Quantitative Risk Analysis • Planning • Plan Risk Responses • Executing • Monitor and Control Risks • Monitoring and Controlling • Closing Procurement Management • Plan Procurements Integration Management • Conduct Procurements • Develop Project Charter • Administer Procurements • Develop Project Management Plan • Close Procurements • Direct and Manage Project Execution • Monitor and Control Project Work • Perform Integrated Change Control • Close Project or Phase Scope Management • Collect Requirements • Define Scope 1.800.261.6861 or 416.693.5559 9
  • 10. The Complete Project Management Seminar Learn the project management body of knowledge in a 6-day • Return to your workplace equipped to improve your comprehensive program paced to appeal to those currently working organization’s PM process. in a project management (PM) environment. Instructors for this • Prepare to take the PMP examination (should you course bring a PM discipline gained from years of managing projects choose). in rigorous project-driven industries. WHO SHOULD ATTEND This “professional” level course appeals to a wide audience from a broad mix of industries. Participants including engineers, software The Complete Project Management Seminar is appropriate for developers, and manufacturers, engaged in technical projects. individuals who: Others are involved in business and financial projects. This course • Are being appointed as a Project Manager or a Project facilitates discussions among the participants about their project Management Office Director. management challenges and successes. • Want to enhance their resume and marketability in the project management job market. Once completed, you will return to your workplace qualified to improve • Work in a project management environment, in any your organization’s PM process. Many people who have taken our industry or discipline, and wants to increase their PM course have gone on to a high-profile position in their organization. knowledge. For those preparing for the Project Management Professional (PMP®) • Want to prepare for the PMP designation. designation, this and related courses, have prepared more people for PREREQUISITE the PMP exam than any other course in Canada. • 3-day Project Management Essentials (or its equivalent), By the conclusion of this course, you will learn the 44 processes of the or benchmark publication A Guide to the Project Management Body of • You already work in a project management environment Knowledge (PMBOK® Guide) published by the Project Management that manages project scope, cost, time, quality, etc. Institute (PMI). In addition, you are also entitled to a free subscription to our PMP MATERIALS Helpline and PMP intelligence messages. You will receive a course binder containing copies of presentation slides, case studies, exercises, and suggested solutions. You will PARTICIPANT EVALUATIONS also receive the Project Management Body of Knowledge (PMBOK®) “Helped me land a million dollar contract... and helps me manage it Guide, and Farndale’s PMP and CAPM® Preparation Guide (with a too!” Blain Martin, Tricoord Spatial Data Inc. thorough sample exam). “I can actually use the information in my job. This course helps IT WHAT YOU WILL LEARN professionals in PM to round out their educational and professional qualification.” Eden Hansen, The Maritime Life Assurance Company Introduction/Integration • PM Body of Knowledge “Both instructors were excellent... they mixed real life examples into • Project Life Cycle the seminar... made me believe they have ‘walked the walk’.” Bryan • Project Planning McKenzie, ABB • Exercise: Stakeholder Requirements “A good course to gain an understanding of PM processes, and Scope Management especially useful to help one prepare for the PMP exam.” Henry • Project Initiation Senuira, Rogers Communications • Project Charter “Solid principles that are applicable to projects of all sizes. Very well • Work Breakdown Structure knitted into our company’s systems of doing business. Great job!” • Scope Statements and Scope Changes Bob Burns, Bruce Nuclear Generating Station • Exercise: Work Breakdown Structure Time Management LEARNING OBJECTIVES • Types and Hierarchy of Schedules Participants will gain practical skills to: • Logic Networks: ADM, PDM, CPM • Become conversant with the whole breadth of modern • Duration Estimating project management. • Resource Loading/Levelling • Increase your own PM “lessons learned” by learning from • Risk Analysis & Contingency the PM experiences of others. • Schedule Reporting and Control • Add techniques to your PM “toolbox,” increasing your value to • Critical Path Compression your organization and in the job marketplace. • Exercises: Post-it® Note Schedule Development, Resource Levelling, Crashing 10 www.procept.com
  • 11. Cost Management • Virtual Teams • Cost Estimating • Exercise: Communication Failures, Communications • Contingency Allowance Planning • Budgeting Professional Responsibility • Cost Reporting and Control • PM as a Profession • Earned Value • Ethics and Diversity • Estimates to Complete • Exercise: Ethical Dilemmas • Contingency Management • Exercises: Estimating, Earned Value Closing • Trends in Project Management Quality Management • Organizational Maturity • Concepts • Types of Project Environments • Customer Requirements • Cost of Quality RELATED COURSES OF INTEREST • Tools of Quality Control • Process Control Charts • Microsoft Project Essentials • QM Standards • Advanced Microsoft Project • Exercises: Pareto Diagram, Application to PM • PMP and CAPM Exam Preparation Procurement Management • Organizing for Procurement • Contract Law • Procurement Planning • Contract Types • Risk Allocation • Solicitation & Source Selection • Contract Administration • Dispute Avoidance & Resolution • Contract Close-Out • Exercises: Battle of the Forms, Evaluation Criteria, Procurement Plan Risk Management • Risk Identification • Assessment • Quantification • Expected Monetary Value • Decision Trees • Monte Carlo Simulation • Risk Response Planning • Exercises: Risk Identification, Risk Mapping, Risk Tolerance, Risk Responses Human Resources Management • Organizing for Projects: Projectized / Functional / Matrix, Behavioural Matters • Motivation & Leadership • Power and Influence • Team Development • Conflict Resolution • Exercises: Working in a Matrix, Applying Behavioural Theories, Situational Leadership, Conflict Resolution Communications Management • Process of Communication • Communications Plan • Progress Reports 1.800.261.6861 or 416.693.5559 11
  • 12. Introduction to Project Management Implementing project management processes has been directly Why Is Managing Projects Different From Managing linked to improving project performance, such as completing on Day-To-Day Operations? time, on budget and providing the deliverables to customer needs • The project life cycle and satisfaction. • Communication complexity • Conflict management This 1-day fundamental course introduces the concepts of project management and provides some essential tools to start the process Transitioning to Project Management of managing projects effectively in your organization. It also discusses • Roles and responsibilities the differences between projects and operational work and helps you • Role of a Project Manager understand the additional skills required to manage work and people • Role of a Project Sponsor in a project environment. Setting Priorities and Time Management LEARNING OBJECTIVES • The Project Management office • Project Management methodology Participants will gain practical skills to: • Define the specific characteristics of a project. Trends and Lessons Learned • Define a project scope. • Trends in Project Management • Identify the nine processes that are used for managing • Lessons learned projects. RELATED COURSES OF INTEREST • Assemble elements of a project plan. • Identify key project stakeholders and their roles. • Project Management Essentials • Recognize the skills necessary to work in a project management environment. • Explain the steps towards implementing project management processes in your organization. WHO SHOULD ATTEND The Introduction to Project Management course is suitable for individuals who are: • Considering a career in project management and would like to know what that entails. • Being considered for a project management position and need to prepare and know more about the process. • In an organization that is considering implementing project management processes and needs to know where to start and what to consider. PREREQUISITE There is no prerequisite for this course. It functions as a stand-alone course. MATERIALS You will receive a course binder containing copies of presentation slides, exercises, and suggested solutions. WHAT YOU WILL LEARN What is Project Management? • Definition of a project • Definition of Project Management • Organizations that manage projects The PM Environment • Functional structure • Projectized structure • Matrix structure 12 www.procept.com
  • 13. Managing Project Risk This 2-day course explores quantitative and qualitative techniques to WHAT YOU WILL LEARN identify and analyze project risk factors (risk event, event probability, Introduction and event impact). A variety of risk response choices are discussed, • Risk factors and risk identification and risk response are practiced in workshop • Workshop - lessons learned groups. Quantitative techniques are applied to problems, but don’t worry, advanced mathematics is not used! Risk Management Process • Risk identification PARTICIPANT EVALUATIONS • Workshop - stakeholders “Instructor understands and presents the risk management theories • Risk classification systems very well” Chris Gallagher, Project Manager, National Grocers • Workshop - risk identification • Risk quantification “Well constructed... covered the topic well...knowledgeable and • Risk tolerance enthusiastic... examples relevant and easy to understand...well • Workshop - risk tolerance done!” Linda Seymour, PMSC Ltd. • Risk response development “Instructor’s organization, knowledge of material, and most importantly • Avoidance, mitigation sense of humour made a potentially dry topic very enjoyable and • Deflection, acceptance interesting” Mario Salvagio, Loblaws • Contingency in budget • Contingency in schedule “Very good coverage of a too-much neglected area in day-to-day • Workshop - risk responses project management” Barbara Minious, Walworthy Inc. • Risk management plan LEARNING OBJECTIVES Risk Tools • Facilitative tools Participants will gain practical skills to: • Video & discussion - groupthink • Apply a common framework of project risk management • Workshop - affinity diagram of the Project Management Institute. • Probability & statistics • Value the importance of including risk management in • Monte Carlo simulation project planning and execution. • Software demonstration (Risk +) • Facilitate team discussions to identify project risks and • Expected monetary value opportunities, and formulate risk responses. • Exercise - payoff tables • Use expected monetary value. • Decision trees • Describe other techniques such as decision trees, Delphi • Exercise - decision tree method, and Monte Carlo simulation, and when they are • Critical path network applicable. • Statistical sums • Analyze risks and select response strategies appropriate • Workshop - candidate responses to priorities and organization risk tolerances. Wrap-Up WHO SHOULD ATTEND • Exercise – project environments • Wrap-up The Managing Project Risk course is suitable/appropriate for individuals who are: RELATED COURSES OF INTEREST • Project Managers and team members who already work in a well established project management • The Complete Project Management Seminar environment but wish to improve their project risk management processes. • Members of a project team looking to “jump-start” their risk management on a new and risky project. PREREQUISITE • 3-day Project Management Essentials (or its equivalent) MATERIALS You will receive a course binder containing copies of presentation slides, case studies, templates. exercises, and suggested solutions. 1.800.261.6861 or 416.693.5559 13
  • 14. Microsoft Project Essentials We have a new updated version of this course, previously known PREREQUISITE as Hands-On Microsoft Project. This fundamental 2-day course • 3-day Project Management Essentials (or an equivalent continues to provide you with the hands-on skills to plan and manage fundamental PM course) project activities using Microsoft Project. You will learn and practice Microsoft Project at your own dedicated MATERIALS computer. The scheduling techniques are learned through a series of You will receive a complete book on the use of Microsoft Project, a progressive exercises which simulate a real project. At the beginning course binder, and CDs with all the Microsoft Project data files used of each exercise, participants load a new project file which contains all in the course. the information correctly input from the previous exercise. As a result, those with slower typing skills are not left behind. By completion, WHAT YOU WILL LEARN participants will have fully defined a project from beginning to end, and will have performed project updates and reporting. Getting Started with Project • Views, Reports, Project Properties, Nonworking Days PARTICIPANTS’ EVALUATIONS • Creating a New Project Plan “A very professional course. I especially like referring to PMBOK® Creating a Task List (Project Management Body of Knowledge). Also the course is • Entering Tasks, Durations, Milestones, Phases consistent with other Procept courses. Very good indeed. I would • Linking Tasks recommend this course to all project managers” Vasilj Petrovic, • Documenting Tasks P.Eng., PMP, ABB Canada • Checking the Plan’s Duration “I wanted to thank you for a super course! I am recommending it to all Setting Up Resources unit staff who have not taken it” Participant, Ministry of Environment • People, Equipment, Material, and Cost Resources and Energy • Entering Resource Pay Rates • Adjusting Working Time for Individual Resources “Everyone who uses MSP…should take this course. It is remarkably • Documenting Resources well organized and the pace is excellent” Greg Centro, Agfa Canada Assigning Resources to Tasks LEARNING OBJECTIVES • Assigning Work Resources • The Scheduling Formula You will gain practical skills to: • Assigning Additional Resources • Effectively define a project, assign resources and costs to • Assigning Material Resources activities, set a project baseline, input actual project • Assigning Cost Resources status, identify resource conflicts, and produce meaningful reports. Formatting and Printing Your Plan • Use advanced features such as individual resource • Creating a Custom Gantt Chart calendars, custom layout definitions, filters, and the use • Formatting Text in a View of custom data fields. • Formatting and Printing Reports • Understand both the positive and negative aspects of the Tracking Progress on Tasks software in order to fully understand the applicability of • Saving a Project Baseline the software for their needs. • Tracking a Project as Scheduled • Discuss real-world issues such as managing multiple • Entering a Task’s Completion Percentage projects, sharing of resources, and the efficient use of the • Entering Actual Values for Tasks software within large and small organizations. • Is the Project on Track? WHO SHOULD ATTEND Fine-Tuning Task Details The Microsoft Project Essentials course is suitable for individuals • Adjusting Task Relationships who are: • Setting Task Constraints • Project managers, project administrators, and team • Viewing the Project’s Critical Path and Float members. • Adjusting Working Time for Individual Tasks • Using Microsoft Project to plan and manage new • Entering Deadline Dates, Fixed Costs projects, and those who require enough knowledge to understand its capabilities and to access previously Fine-Tuning Resource and Assignment Details defined project data. • Entering Multiple Pay Rates • Using (or perhaps exploring) the software without the • Setting up Resource Availability benefit of having been formally trained. • Applying Different Cost Rates to Assignments • Entering Material Resource Consumption Rates 14 www.procept.com
  • 15. Fine-Tuning the Project Plan • Examining Resource Allocations over Time • Manually Resolving Resource Over-Allocations • Examining Project Costs Tracking Progress on Tasks and Assignments • Updating a Baseline • Tracking Actual and Remaining Values • Tracking Time-phased Actual Work • Rescheduling Incomplete Work Viewing and Reporting Project Status • Identifying Tasks That Have Slipped • Examining Task Costs • Examining Resource Costs • Reporting Project Cost Variance with a Stoplight View Getting Your Project Back on Track • Troubleshooting Time and Schedule Problems • Troubleshooting Cost and Resource Problems • Troubleshooting Scope-of-Work Problems Applying Advanced Formatting • Formatting a Gantt Chart View RELATED COURSES OF INTEREST • Project Management Essentials • Advanced Microsoft Project • The Complete Project Management Seminar 1.800.261.6861 or 416.693.5559 15
  • 16. PMP® and CAPM® Exam Preparation If you are preparing for the examination for the Project Management at University of Toronto. However, this shorter course Professional designation, or the Certified Associate in Project is appropriate if you are already somewhat or largely Management, you should attend our intense preparation course. prepared for the exam. This course has been offered from Hong Kong to Tehran and Lagos, PREREQUISITE and from Victoria to St. John’s, and has certainly prepared more Canadian candidates for the PMP exam than any other course. • 3-day Project Management Essentials (or its equivalent) • You already work in a project management environment This course is an intense “crash” review of exam material, it is not that manages project scope, cost, time, quality, etc. intended as a stand-alone project management course. It is delivered in a 3-day version for people who are well prepared already, and can MATERIALS be available in 5- and 6-day versions. You will receive a course binder containing copies of presentation PMI and the PMP Designation slides, exercises, and suggested solutions. The Project Management Institute (PMI) is a worldwide professional WHAT YOU WILL LEARN organization dedicated to advancing the state-of-the-art in project management. Certification requires showing certain experience and Project Management Context and Integration passing an examination administered by PMI. The course reflects the • Project stakeholders contents of A Guide to the Project Management Body of Knowledge • Project life cycles (PMBOK® Guide), published by PMI. You can contact PMI at (610) • Project trade-offs 356-4600 or at www.pmi.org. • The project charter • Project Management Plan PARTICIPANT EVALUATIONS • Integration processes “Fast-track, intensive...focused me on where I need to spend the Scope Management remaining time...greatly enjoyed’ John Beaumont, Director Corporate • Collect requirements Projects, Sears Canada Inc. • Define scope • Create Work Breakdown Structure “Excellent: Very professional, well organized, in-depth explanations, • Verify scope strong presentation skills, expert level knowledge and experience” • Control scope Diane Powell, Sabre Group Time Management “Can’t say enough good things...the instructor has such a wealth of • Logic networks knowledge that goes across PMBOK®” Gord Fogel, PM Consultant, • Critical path calculations Royal Bank • Resource loading & leveling “Excellent flow...good coverage where needed and no wasted time • Schedule development ...great discussion which clarified a lot” Richard Lavoie, MTT/Aliant • Schedule control “By far the best instructor I’ve seen in ages...used practical everyday Cost Management relevant examples to explain concepts” Linda Peers, Nova Scotia • Estimate costs Power • Determine budget • Control costs LEARNING OBJECTIVES Quality Management Participants will gain practical skills to: • Quality management principles • Review all eight Knowledge Areas as well as Professional • Plan quality and Social Responsibility. • Perform quality assurance • Obtain an overall view of the current state of the project • Perform quality control management body of knowledge. • Identify your responsibilities as a PM Professional Procurement Management • Prepare for project management exams • Plan procurements • Conduct procurements WHO SHOULD ATTEND • Administer procurements • Control procurements The PMP and CAPM Exam Preparation course is suitable for individuals who: Risk Management • Want to prepare for the PMP or CAPM designation. For • Plan risk management most examination candidates, we recommend that • Identify risks you take our longer 6-day Comprehensive PM Seminar • Perform qualitative risk analysis 16 www.procept.com
  • 17. • Perform quantitative risk analysis • Plan risk responses • Monitor and control risks Human Resources Management • Organizational structure • Develop human resource plan • Acquire project team • Develop and manage project team Communications Management • Identify stakeholders • Plan communications • Distribute information • Manage stakeholder expectations • Report performance Professional Responsibility RELATED COURSES OF INTEREST • The Complete Project Management Seminar 1.800.261.6861 or 416.693.5559 17
  • 18. Managing Successful IS Projects This 3-day fundamental course is designed to give anyone involved WHAT YOU WILL LEARN with information systems (IS) projects the essential tools and Introduction techniques they need to deliver successful results. • Distinguish between information systems and information This course provides a distinction between information systems technology and information technology, the purpose of information systems • Purpose of information systems and role of IS and the role of information systems organizations, critical success organizations factors for delivering information systems projects, and how systems Basic Concepts of a Project development life cycle fits into the project management life cycle. • Distinguish between a project, operation, and an IS You will discuss the complete project lifecycle, from how an IS project project is initiated, through to project planning, executing and controlling, • Why do IS projects fail? and closing. In addition, you learn the basic approach for selecting • Critical success factors for all IS projects and implementing project management tools, including key features What is Project Management of common project management tools. • Distinguish between project management, program Finally, you are shown how project performance and effectiveness management and portfolio management should be assessed, by introducing the concepts of balance score • Project management and systems development life card and benchmarking. cycles • Integrating SDLC into the project management life cycle LEARNING OBJECTIVES • Project management environments Participants will gain practical skills to: Initiate IS Project(s) • Distinguish between information systems and information technology. Plan IS Project(s) • Recognize the purpose of information systems, and the Execute and Monitor IS Project(s) role of Information Systems Organizations. • Recognize the rationale for investing in an IS project, and Close IS Project(s) various ways of establishing IS project. Project Management Tools • Develop clear project purpose, scope, deliverables, • Selecting and implementing tools high-level budgets and benefits, impact of “do nothing”, • Features of common project management tools and project justification. • Assess and structure the IS project team. Measuring Project Performance and Effectiveness • Identify key areas of IS project risk, assess their impact • Purpose and how and identify strategies for managing risks. • Balance score card concepts • Recognize the steps for selecting and implementing an • Measuring performance IS project management tool. • Benchmarking • Apply the concepts of balance score card and RELATED COURSES OF INTEREST benchmarking. • Project Management Essentials WHO SHOULD ATTEND • Business Analysis Essentials The Managing Successful IS Projects course is suitable for • The Complete Project Management Seminar individuals who are: • Currently involved with information systems projects. • Existing Project Managers and Business Analysts that want to be involved in information systems projects. PREREQUISITE There is no prerequisite for this course. It functions as a stand-alone course. MATERIALS You will receive a course binder containing copies of presentation slides, case studies, templates, exercises, and suggested solutions. 18 www.procept.com
  • 19. PRINCE2® Foundation and Practitioner PRINCE2®, “Projects in Controlled Environments”, is a project • Management of Risk Component management methodology very popular in both public and private • Initiating a Project sectors in the UK. It emphasizes the role of a “Project Board”, and • Configuration Management Component end-of-phase reporting and approval. See www.ogc.gov.uk/prince2. • Controls Component It is not at all contrary to the processes described in the PMBOK® • Controlling a Stage, Managing Product Delivery & Guide of the Project Management Institute. We recommend that Managing Stage Boundaries organizations consider this approach to projects. • Change Control Component • Quality in a Project Environment Component Procept Associates Ltd. has partnered with Raj Khanna Associates • Closing a Project Ltd., who are an Accredited Training Organization for APMG UK, • Benefits of PRINCE2™ to provide the PRINCE2® 3-day Foundation and 2-day Practitioner • The PRINCE2™ Foundation or Practitioner examination is taken courses. These courses are designed to provide participants at the end of the final day of the course. with a working understanding of the PRINCE2® structured project management method. It will enable you to use the method when working within a PRINCE2® project and to pass the PRINCE2® Foundation and Practitioner examinations. LEARNING OBJECTIVES The course covers the full PRINCE2™ syllabus and therefore equips participants not just to take the Foundation examination, but also to understand the broad range of PRINCE2™’s processes and components. The aim during the course is to achieve an effective balance between exam success and the need for skills transfer. WHO SHOULD ATTEND The PRINCE2™ Foundation and Practitoner courses are appropriate for individuals who are: • Managing projects and now require formal PRINCE2™ training. • Involved in some form of project support activity. • Note: Participants are required to undertake preliminary study using the provided Pre-Course Workbook. Further self-study is also expected during the evenings of each course day. PREREQUISITE Some previous experience in a project environment is advisable. MATERIALS You will receive a course binder containing copies of presentation slides, case studies, exercises and suggested solutions. WHAT YOU WILL LEARN • Business & Projects • Project Management • Overview of PRINCE2™ Processes and Components • Project Start-up • Organization Component • Business Case Component • Project Scenarios • Product-Based Planning • Plans Component • The Planning Component 1.800.261.6861 or 416.693.5559 19
  • 20. Project Contracting Management Procurement management, and especially contract administration, PREREQUISITE have become essential project management skills in today’s trend of • 3-day Project Management Essentials (or its equivalent) outsourcing all but the company’s core competencies. We will guide you through procurement practices, solicitation of bids, MATERIALS contract negotiations and provide a taste of contract law. This 2-day You will receive a course binder containing copies of presentation course will provide the basic tools required for project managers slides, exercises and suggested solutions. in these areas. It will also offer you an insight into the role of the procurement officer on a project team. WHAT YOU WILL LEARN PARTICIPANT EVALUATIONS Introduction • Procurement objectives “This was an information intensive workshop full of practical tips that • Exercise: introduction can be applied in a number of contract management situations in • Procurement management processes all areas of discipline. With these tools, we can all do a better job of • The integration model managing contracts to successful completion” Brian Tocheri, Town of Marathon Plan Purchases and Acquisitions • Defining the requirements Straight 5/5, “Again another area of project management made • Exercise: make or buy visible! Great wealth of knowledge” Steve Jones, Manager IS, Perle • Exercise: contract packages breakdown Systems • Procurement schedule “Instructor was experienced, thoughtful, insightful, humorous, ... • Budget by contract package he made learning fun”... Improve the program?...”No need” Derek • Target quality levels Cullen, Royal Bank Financial Group • Exercise: procurement organization • Exercise: sourcing the vendors “Knew his topic... good examples... His points have been heard! • Exercise: specification types This is a very important course to PM’s” George Thorogood, Rogers • Exercise: contract types Shared Services • Exercise: procurement plan LEARNING OBJECTIVES Plan Contracting • Purchase requisition Participants will gain practical skills to: • Solicitation package • Use proven techniques, tools and skills for managing • Invitation to bid contracting and procurement on projects. • Bid and contract security • Know how to plan and control procurement management • Terms and conditions scope of work. • Standard forms • Know how to effectively select procurement personnel for • Exercise: pre-qualifying vendors your project. • Partnering • Understand and use the procurement management terminology. Request Sellers Responses • Anticipate impact of procurement management upon • Communication rules other aspects of project management. Select Sellers • Make a plan for enhanced procurement management • Price fixing efforts for your project. • Exercise: Bid evaluation matrix WHO SHOULD ATTEND • Communication rules during bid evaluation • Contract award The Project Contracting Management course is appropriate for individuals who are: Contract Administration • Project Managers and team members who want • Controlling scope, cost, schedule, quality and risk to improve their procurement management skills and • Material handling increase their understanding of roles and responsibilities • Disputes of procurement on a project. • Exercise: waiver of contract rights • Purchasing professionals who want to make a transition Contract Closure into a project environment. • Contract documentation 20 www.procept.com
  • 21. • Product verification • Work documentation • Formal acceptance • Procurement audits • Exercise: lessons learned • Post-contract vendor evaluations • Historical data base Contract Law • 5 conditions for contract to exist • Exercise: battle of the forms • Key rules of contract law • Exercise: warranty vs. condition RELATED COURSES OF INTEREST • Leadership, Relationship, and Change • Enterprise Project Management • Managing Project Risk • The Complete Project Management Seminar 1.800.261.6861 or 416.693.5559 21
  • 22. Project Management Essentials We have recently revised and improved this fundamental level 3-day PREREQUISITE course. There is no prerequisite for this course. It functions as a stand-alone This is our most popular course. It is designed to give new project course. managers and project team members the essential tools they need to deliver successful projects. We cover the complete project lifecycle, MATERIALS from initiating, through project planning project planning and You will receive a course binder containing copies of presentation execution, and to project close-out. slides, exercises and suggested solutions. As well as a great learning experience for an individual, it is also suited for “jump-starting” an entire project team about to embark WHAT YOU WILL LEARN on a project. Like our other courses, it can be “customized” to your Introduction and PM Context organization’s environment. • Portfolios, programs, projects • Project success, project life cycles PARTICIPANT EVALUATIONS • Workshops: Project priorities, project success “Without a doubt the best course I have attended…very informative, Initiating the Project exceptionally well organized, presenter was a blast!” Lori Clarke, • Stakeholders and requirements Department of Health • Project team, working in a matrix “Excellent course content…Stimulated much positive conversation • Workshops: Project stakeholders, project charter with peers in class” Larry Allen, Bell Canada Planning the Project “Incredibly knowledgeable instructor, incredible enthusiasm” Fred • Work breakdown structure Wagner, Grand River Hospital • Project Change Control • Communications planning “Excellent!!! Presentation of topics were great! The course is an great • Estimating asset to the new and old (experienced) Project Manager” Robert • Project risk management D’Ambrosio, Bell Canada • Critical path scheduling “Excellent. Good use of tools, humor, real life examples, simple • Workshops: WBS, critical path scheduling, change control, analogies. Did a super job of adjusting to the needs of the group on project communications plan, risk management, project the fly” Shannon Denovan, Mutual Group schedule “Skills instantly applicable; can take away and use immediately in Project Execution the work environment,… made the course enjoyable... extremely • Roles and responsibilities informative and applicable” Karen Haffey, AT&T Canada • Scope management • Conflict management LEARNING OBJECTIVES • Leadership and motivation • Schedule control Participants will gain practical knowledge and skills to be able to: • Cost control • Use the terminology and processes of modern project • Workshops: roles and responsibilities, conflict management, management – project scope, time, cost, and communications schedule updates, reporting and control management • Prepare a Project Charter and Project Plan Project Closure • Facilitate team discussions in preparing project plans and in • Closing and lessons learned executing projects Wrap-up • Utilize project management templates • Workshops: lessons learned • Value the benefits of a consistent project management method RELATED COURSES OF INTEREST WHO SHOULD ATTEND • The Complete Project Management Seminar The Project Management Essentials course is suitable for individuals • Microsoft Project Essentials who are: • Responsible for managing smaller projects. • Participants on a project team of any size, especially those who have not yet been exposed to the tools, techniques and terminology of formal project management. 22 www.procept.com
  • 23. Project Management for Festivals and Events Some people think that anyone can produce an event and that MATERIALS special skills or training aren’t required, but this type of thinking leads You will receive a course binder containing course notes, exercises, to projects that are plagued with problems. and suggested solutions. Festivals attract tourists as well as people from the local community. The level of professionalism expected continues to increase and WHAT YOU WILL LEARN event organizers are faced with the challenge of how to create a Event Management more attractive cultural activity while working with limited resources. • Define goals and objectives Many non-profit and charitable organizations are faced with stiff • Identify and organize the work that needs to be done competition for community support and corporate sponsorship, and • Create, manage, and control the budget and schedule they are constantly pressured to do more for less. • Avoid the confusion caused by changes Those charged with the responsibility of delivering a quality event • Manage uncertainty would benefit from the use of formal project management tools that • Determine the feasibility of the festival or event before have been adapted to suit the needs of festivals and events. Those proceeding with the project tools, in combination with an increased knowledge of best practices, People Management will help make the next festival or event more successful and more • Manage stakeholders and their expectations enjoyable for everyone. • Communicate with committees, boards, and your team This fundamental course is modular in nature and can be presented • Manage volunteers and sponsors in either 2 or 3 days. • Determine the resources required PARTICIPANT EVALUATIONS RELATED COURSES OF INTEREST “This course has enabled me to be more successful in the hospitality • Project Management Essentials and tourism industry.” Participant • The Complete Project Management Seminar “It is refreshing to participate in a course led by an experienced professional.” Participant LEARNING OBJECTIVES Participants will gain practical skills to: • Understand and identify best practices for organizing festivals and events. • Apply project management tools in order to increase the level of success. • Be able to approach the next festival or event with greater confidence. • Return to your organization ready to improve your event management process. WHO SHOULD ATTEND The Project Management for Festivals and Events course is appropriate for individuals who: • Are involved in organizing festivals or events. • Manage or are part of a team producing corporate events. • Are involved in fundraising activities for non-profit or community organizations. • Work in the tourism or hospitality sectors. • Would like to learn fundamental project management tools and techniques. PREREQUISITE There are no prerequisites for this course. It functions as a stand- alone course. 1.800.261.6861 or 416.693.5559 23
  • 24. Project Management Essentials for Contractors You have new project managers who need to ramp up quickly Basic Concepts of a Project to deliver successful construction projects. This 2-day course • What is a project? introduces the essential tools of project planning and execution in a • What makes a successful project? construction contracting environment. Participants practice project • Why do some projects fail? management techniques on a simple construction project that is The Project Life Cycle developed through the complete project lifecycle, from initial project • Owner’s project life cycle proposal and definition, through project implementation, and finally to • Contractor’s project life cycle the often neglected project completion phase. • Milestones Participants will leave this course with the ability to implement a • Fast-tracking structured process to successfully deliver small to medium-sized The Project construction projects for their organizations and for their customers. • Introduce project workshop scenario LEARNING OBJECTIVES • Responding to a bid • Construction planning Participants will gain practical skills to: • Scope definition • To learn and use the terminology and processes of • Workshop: Define project scope modern project management • To explain meaning of key clauses of CCDC2 The Work Breakdown Structure • To identify your PM responsibilities from the start to the • WBS definition close of a project • Why use a WBS approach • To prepare a complete and accurate project plan for a • Elements of an effective WBS small project • Workshop: Develop project WBS • To provide some of the knowledge you need for the Gold • Identifying subcontracts Seal Project Manager’s certification • Evaluating project budget • To increase your own PM “lessons learned” by learning Risk Management from the experiences of others • Risk management process • To value the benefits of a consistent PM methodology • Workshop: Identifying & analyzing project risks • Evaluating project risks WHO SHOULD ATTEND • Choosing an appropriate risk response The Project Management Essentials for Construction course is • Typical construction project risks suitable for individuals who are: • Assigning budget contingency • Construction contractors or employees of construction The Contract contracting organizations • Contract types • Responsible for managing small to medium construction • CCDC2 projects • Liquidated damages • Active participants on a project team, especially those • Subcontracts who have not yet been exposed to project management, but can see themselves moving in that direction Organizing the Project Team • Owner’s matrix structure PREREQUISITE • Contractor’s projectized structure • Assigning responsibilities There is no prerequisite for this course. It functions as a stand-alone • Single point of contact course. • Workshop: Structuring the team MATERIALS The Project Plan You will receive a course binder containing copies of slides, case • Change management studies, templates, exercises, and suggested solutions. • Project administration • The daily log WHAT YOU WILL LEARN • Safety planning What is Project Management? Project Schedule • Definition of modern project management • The logic diagram • Introduction to PM certifications • Critical path and float • Skills required in a PM • Types of dependency relationships 24 www.procept.com
  • 25. • The Gantt chart • Workshop: Yellow sticky • Assigning constraints • Adding contingency • The resource histogram • Setting a schedule performance measurement baseline Project Implementation • Project status and updating • Performance reporting • Change control • Introduction to earned value • Workshop: Earned value exercise • Commissioning Close-out • Start-up • Substantial / Total Completion • Lessons learned • Archiving files Wrap-up • Introducing modern PM into an organization • Lessons learned • Quiz RELATED COURSES OF INTEREST • Project Management Essentials • The Complete Project Management Seminar 1.800.261.6861 or 416.693.5559 25
  • 26. Project Management Essentials for Construction This fundamental level 2-day or 3-day course is designed to give WHAT YOU WILL LEARN new project managers and project team members working in a What is Project Management? construction environment the essential tools they need to deliver • Skills required: technical & people successful projects. This course utilizes a simple turnkey construction • Traditional vs. modern approach project that is developed through the complete project lifecycle, from initial project proposal and definition, through project implementation, Basic Concepts of a Project and finally to the often neglected project completion phase. • What is a project? • What makes a successful project? This course is Gold Seal accredited by the Canadian Construction • Why do some projects fail? Association. The Project Life Cycle LEARNING OBJECTIVES • Are we doing the right things? Participants will gain practical skills to: • Are we doing them the right way? • Identify and avoid common causes of project failure. • Are we getting things done? • Identify options for structuring a project team. • Are we getting the expected benefits? • Develop clear project purpose, deliverable and • Fast-tracking objectives statements. The Project • Identify key areas of project risk, assess their impact and • Introduce project workshop scenario identify strategies for managing risks. • Play to win – setting up PM rules • Incorporate outside contractors as part of your project • Priorities team. • Analyze project scope by separating into discrete, Building a Project Team manageable activities, complete with measurable • Who are the stakeholders? deliverables. • Workshop: Project stakeholder analysis • Model the flow and timing of a project. • Project organization types • Identify “critical path” high priority tasks. • Planning project communications • Measure project status and performance with respect to Developing a Scope Statement cost and time. • Key deliverables • Create a productive team environment. • Objectives/measurable success indicators • Implement steps to properly close-out a project. • Workshop: Develop project charter • Minimizing scope creep WHO SHOULD ATTEND • Risk management discussion The Project Management Essentials for Construction course is • Workshop: Identifying project risk areas suitable for individuals who are: Detailing the Project Scope - Work Breakdown Structure • Responsible for managing construction projects. • WBS definition • Active participants on a project team, especially those • Why use a WBS approach who have not yet been exposed to the tools, techniques • Elements of an effective WBS and terminology of formal project management. • Workshop: develop project WBS • While of interest to contractors, the course is more • Costs & time - how to estimate the impossible targeted at “owners” and those who represent them. • Assigning resources to activities • Duration- and effort- driven activities PREREQUISITE • Activity descriptions and measurable deliverables lead to There is no prerequisite for this course. It functions as a stand-alone project quality course. Project Activity Dependencies MATERIALS • The use of activity dependencies in determining project timing You will receive a course binder containing copies of presentation • Types of dependency relationships slides, case studies, templates, exercises, and suggested solutions. • Types of activity constraints You will also receive a CD containing various course reference materials. • Developing a network diagram 26 www.procept.com
  • 27. • Determining the “critical path” and “float time” for a project • Exercise: determine early start, late start, early finish, late finish, total float and critical path • Workshop: develop network diagram for the project scenario, indicate critical path activities and float Producing a Gantt Chart • Using the WBS and logic diagram to determine project timing • Producing a schedule • Resource Management • Identifying and avoiding resource conflicts • Holding effective & productive meetings Finalizing the Project Plan • Setting the project baseline • Obtaining approval to proceed • Human resources management • Project Management roles • Project status and updating • Workshop: Measuring project progress Project Completion • Project sign-off and final packaging • Completing punch lists • Project maintenance consideration • Redistribution of resources RELATED COURSES OF INTEREST • Project Management Essentials • The Complete Project Management Seminar • Microsoft Project Essentials 1.800.261.6861 or 416.693.5559 27
  • 28. Project Management for Health Care Project management courses are designed to appeal to a wide WHAT YOU WILL LEARN variety of participants, but sector-specific scenarios can provide a Context better learning environment for those who are less able to “abstract” • How project management competencies can assist with or understand how project management tools can apply to their own today’s challenges environment. This course uses health care scenarios that have been • The difference between projects vs. operations specially designed for health care professionals and the tools and • The project life cycle techniques presented in this course have been selected to meet the needs of those who manage projects in the health care sector. The People • Organizational structures and their impact on projects Many projects fail because stakeholders are not identified or consulted • The role of the project sponsor and project manager and their requirements are not clearly understood. Also, time • Stakeholders and stakeholder analysis pressures, budget constraints, and changes in information systems • Responsibility assignment matrix and technology have created an environment full of challenges that will continue to increase. For health care professionals who work on Understanding the Problem projects, project management is no longer just a desirable skill; it is • Interviewing tools & techniques a core competency. • Stated vs. implied needs • Generic problem analysis LEARNING OBJECTIVES • Approaches for eliciting and gathering requirements • Understand how project management tools can help heath care Project Management Tools practitioners deal with the challenges they face • Project charter • Identify stakeholders and understand their needs and • Work breakdown structure expectations • Managing scope and scope changes • Understand the roles of the various members of a project team • Resource and budget estimating • Appreciate how organizational structures can impact projects • Network diagrams • Utilize simple tools to define project requirements • Critical path scheduling • Create a project charter • Risk management planning, analysis, and risk response • Define scope and utilize scope management tools planning • Understand estimating techniques for budgets and schedules • Project communication planning • Create a logic diagram and identify activities whose timing is critical RELATED COURSES OF INTEREST • Identify milestones and contingencies • Project Management Essentials • Communicate effectively with stakeholders • Business Analysis Essentials • Identify and respond to uncertainties (risk) • The Complete Project Management Seminar • Develop a viable project plan WHO SHOULD ATTEND Those who work in the health care sector and are responsible for: • Defining the requirements for a new or proposed product or service • Coordinating or managing projects • Working in department or divisions that are responsible for projects or have projects within their portfolios • Planning and implementing organization change • The course is ideal for a wide range of people including clinical professionals, administrative staff, and government employees. PREREQUISITE There are no prerequisites for this course. It functions as a stand- alone course. MATERIALS Participants receive a course binder containing copies of presentation slides, case studies, exercises and suggested solutions. 28 www.procept.com
  • 29. Project Portfolio Management Stimulated by the Project Management Institute’s (PMI) publication PMI Standard of The Standard for Portfolio Management, many of our corporate • Framework and Processes customers have been interested in how they can improve their • Models and best practices portfolio management practices. Many of our project manager course • Interactive application and examples (case study, participants are interested in looking up into the organization to see exercises and workshops) how projects and programs can be selected to align with corporate Stakeholders and roles strategy. Wrap-Up Portfolio management is closely aligned with project management • Research findings and program management, but it is a separate discipline. • Success factors We use a recent Ivey Business School case study from the Canadian business community as a focus of discussion. LEARNING OBJECTIVES Participants will gain practical skills to: • Outline the framework of Project Portfolio Management (PPM), as defined by PMI. • Discuss the application of PPM by organizations, from available applied research. • Return to your organization able and willing to influence your organization’s PPM practices. • Recognize the value of PPM in achieving your organizations strategic objectives. WHO SHOULD ATTEND The Project Portfolio Management course is appropriate for individuals who are: • Senior project managers and program managers, directors of project management offices, managers of process improvement, senior managers wanting to learn a benchmark of portfolio management. • Project Management Professionals seeking professional development units. • Candidates for PMI’s Program Management Professional designation. PREREQUISITE There is no prerequisite for this course. It functions as a stand-alone course. MATERIALS You will receive a course binder containing copies of presentation slides, case studies, exercises and suggested solutions. You will also receive a copy of the Project Management Institute’s Standard for Portfolio Management. WHAT YOU WILL LEARN Introduction to Project Portfolio Management PPM in the organization • Strategy and objectives • Why use PPM 1.800.261.6861 or 416.693.5559 29
  • 30. Project Scheduling Essentials Learn how to create and use one of the most valuable project MATERIALS management tools: a project schedule. Defining project success You will receive a course binder containing a copy of the presentation often involves completing on time and on budget, and project slides. Course files in Microsoft Project will be available. It is advisable budgets are often driven by resource costs and the scheduling of for you to bring your laptop with a scheduling software package those resources. This 3-day course is Part 1 of our intensive 5-day already installed (Primavera, Microsoft Project, SureTrak, or similar). program on Project Scheduling and Controls. It prepares participants to create realistic schedules, resource load those schedules, and WHAT YOU WILL LEARN update and track project progress. With this valuable skill, project managers and planners will improve control of their projects and be Day 1: Context of Project Planning & Scheduling able to identify trends early in the project life cycle. • Role of the project scheduler • Principles of schedule development Our instructors are seasoned project scheduling professionals, who • Hierarchy of schedules have experience in a wide variety of industries and with a number • Workshop: Developing case study WBS of scheduling software packages. Examples used will include • Estimating effort and duration construction, IT, and telecommunications. In addition to scheduling • Tracking assumptions theory, practitioners’ tips and tricks will be demonstrated. • Logic diagrams & dependencies This is a hands-on course, in which participants will use a “live” • Critical path, float, constraints, milestones, baselines project to create a schedule, update it, manage it and report on its • Assignment: Bar chart for Kiddie roller coaster project performance. It is advisable that participants bring their own laptops • Scheduling credential requirements already loaded with scheduling software to create and update a Day 2: Developing a Project Schedule schedule. Some of the exercises use files supplied by the instructor. • Duration & effort-driven scheduling Although scheduling software will be discussed and used, it is not the • Workshop: Create case study schedule intent to teach to any specific scheduling software package. • Project schedule viability verification This professional level course is appropriate for those seeking to • Establishing scheduling policies obtain their professional credential in planning and scheduling, such • Analyzing schedules as PMI-SP® (PMI’s Scheduling Professional) or AACE PSP (AACE • Creating templates International’s Planning & Scheduling Professional) credentials. • Fast-tracking • Schedule control LEARNING OBJECTIVES • Evaluation criteria • Assignment: Schedule evaluation Participants will gain practical knowledge and skills to: • Create effective project schedules Day 3: Resource Management & Earned Value • Evaluate project metrics • Assigning resources • Use earned value management • Identifying resource loading • Apply best practices in scheduling projects • Workshop: Assigning resources • Start their preparation for a scheduling examination • Levelling resources • Scheduling resources WHO SHOULD ATTEND • Crashing the schedule Project Scheduling & Controls Essentials is suitable for individuals who: • Assignment: Identify opportunities for crashing the case study • Want to improve their project controls schedule • Want to pursue a career in project planning and project controls Earned Value • Want to enhance their resume and marketability • Earned value theory • Work in a project management environment, in any industry or • Identifying control accounts discipline, and want to increase their scheduling knowledge. • Workshop: Using earned value • Want to prepare for the PMP-Scheduling Professional®, or the • Measuring progress of a control account AACE Planning & Scheduling Professional credentials. • Assignment: Calculate S-curve for case study PREREQUISITE RELATED COURSES OF INTEREST University degree, or a technology or business diploma. Minimum • Project Management Essentials of two years experience in a project environment. An introductory • Microsoft Project Essentials course in project management such as PM Essentials is advisable. • The Complete Project Management Seminar It is advisable for you to have taken an introductory course in • Construction Project Management for Owners’ Representatives scheduling software, or have hands-on experience with Microsoft • Advanced Microsoft Project Project or Primavera, or another similar scheduling software tool. 30 www.procept.com
  • 31. Project Scheduling & Controls Learn how to create and use one of the most valuable project It is advisable for you to have taken an introductory course in management tools: a project schedule. Defining project success scheduling software, such as our Microsoft Project Essentials course, often involves completing on time and on budget, and project or have hands-on experience with Microsoft Project or Primavera, or budgets are often driven by resource costs and the scheduling of another similar scheduling software tool. those resources. This intensive 5-day course prepares participants to create realistic schedules, resource load those schedules, and MATERIALS update and track project progress. With this valuable skill, project You will receive a course binder containing a copy of the presentation managers and planners will have improved control of their projects slides. Course files in Microsoft Project will be available. It is advisable as they will be able to identify and build in risk responses, understand for you to bring your laptop with a scheduling software package the full impact of scope changes on their projects, and identify trends already installed (Primavera, Microsoft Project, SureTrak, or similar). early in the project life cycle. WHAT YOU WILL LEARN Our instructors are seasoned project scheduling professionals, who have experience in a wide variety of industries and with a number Day 1 to Day 3: See Project Scheduling Essentials outline on of scheduling software packages. Examples used will include previous page construction, IT, and telecommunications. In addition to scheduling Day 4: Risk Management & Change Control theory, practitioners’ tips and tricks will be demonstrated. • Estimating risks This is a hands-on course, in which participants will use a “live” • Mitigating contract risks project to create a schedule, update it, manage it and report on its • Contingency planning performance. Participants will bring their own laptops already loaded • Workshop: Identifying risk responses with their own scheduling software to create and update a schedule. • Schedule risk analysis techniques Some of the exercises use files supplied by the instructor. Although • Monte Carlo analysis scheduling software will be discussed and used, it is not the intent to • Assignment: Final report on case study teach to any specific scheduling software package. Change Control This professional level course is appropriate for those seeking to • Performance reporting obtain their professional credential in planning and scheduling, such • Measuring schedule variances as PMI-SP® (PMI’s Scheduling Professional) or AACE PSP (AACE • Workshop: Identifying the impact of a change International’s Planning & Scheduling Professional) credentials. • Quantifying delay • Performance reporting LEARNING OBJECTIVES • Assignment: Corrective action recommendation Participants will gain practical knowledge and skills to: Day 5: Advanced Scheduling Techniques • Create effective project schedules • The short-term look-ahead schedule • Implement project schedule controls • Workshops: Prepare for a short-term look-ahead • Evaluate project metrics and prepare project performance • Final presentations reports • Critical chain • Use earned value management • Alternatives to CPM scheduling • Apply best practices in scheduling projects • Lessons learned • Prepare to sit for a scheduling examination • Establishing scheduling standards WHO SHOULD ATTEND RELATED COURSES OF INTEREST Project Scheduling & Controls is appropriate for individuals who: • Project Management Essentials • Want to improve their project controls • Microsoft Project Essentials • Want to pursue a career in project planning and project controls • The Complete Project Management Seminar • Want to enhance their resume and marketability • Construction Project Management for Owners’ Representatives • Work in a project management environment, in any industry or • Advanced Microsoft Project discipline, and want to increase their scheduling knowledge. • Want to prepare for the PMP-Scheduling Professional®, or the AACE Planning & Scheduling Professional credentials. PREREQUISITE University degree, or a technology or business diploma. Minimum of two years experience in a project environment. An introductory course in project management such as PM Essentials is advisable. 1.800.261.6861 or 416.693.5559 31
  • 32. BUSINESS ANALYSIS COURSES Procept Associates offer eight Business Analysis courses,enabling participants to understand and deduce conculsions to any business problem using a wide range of problem solving techniques. Each course can be taken individually or as part of a program towards certification. Instructional time per course ranges from 14 to 28 hours and each is offered on site at your company or through one of our courses offered to the public. Solve business problems like a sleuth. Business Analysis is an important component of any project life cycle. In addition to providing core business analysis skills, our training courses cover a wide range of problem-solving techniques that can be applied to any business problem. You will learn: • Value business analysis can bring to an organization • The differences between business analysis and project management • Effective writing practices for business analysis communication and documentation • Development, writing and presentation of the business case • To complete stakeholder analysis • Characteristics of a good Requirements Management Plan • Best techniques to elicit requirements • The most appropriate requirement documentation method • To analyse data, business requirements and the enterprise The complete requirements management process is covered, from planning and management to implementation. Coursework includes analyzing data and creating metrics. The soft skills of facilitating and presenting are practiced throughout the program. Accreditation The Business Analysis Professional™ (CBAP®) certification is awarded through the International Institute of Business Analysis (IIBA®). The CBAP® designation is increasingly recognized as the benchmark for personnel in a business analysis role within a company. Procept courses are tailored to align with the body of knowledge set out by the IIBA® towards accreditation. Fundamental Business Analysis Project Management for Essentials the Business Analyst 3 days 2 days Professional The Comprehensive The Comprehensive CBAP® Preparation Business Analysis Business Analysis 4 days Seminar – Part 1 Seminar – Part 2 4 days 4 days Advanced Analytical Thinking for the Testing for the Enterprise and Business Analyst Business Analyst Strategic Analysis 2 days 2 days 3 days 32 www.procept.com
  • 33. Analytical Thinking for the Business Analyst The ability to write analytically and think critically are important skills • Analyzing data for business analysis. The development of solid metrics is another • Creating charts to analyze data key skill area that distinguishes strong business analysis. • Writing a recommendation report This intensive 2-day course focuses primarily on developing practical Metrics key analysis skills such as report writing, data analysis and metric • What are metrics? development. This course is based on the Guide to the Business • How metrics should be integrated into an organization Analysis Body of Knowledge® (BABOK®) version 2.0. • Tips for developing metrics • Evaluating your metrics PARTICIPANT EVALUATIONS • Creating metrics from qualitative information • Description of GQM metric development “Instructor did a great job of presenting the material and encouraging • Process of developing metrics with GQM methodology the group to think when applying the concepts to practical • What are Key Performance Indicators experiences.” Participant • Developing good KPIs LEARNING OBJECTIVES • Risk assessment metrics • Process for developing risk assessment metrics Participants will gain practical skills to: • Think critically and laterally on issues RELATED COURSES OF INTEREST • Analyze business issues and offer recommendations • Enterprise and Strategic Analysis • Develop effective metrics for business, process or project • The Comprehensive BA Seminar - Part 2 objectives • Write analysis reports • Present using enhanced facilitation and communication skills WHO SHOULD ATTEND The Analytical Thinking for the Business Analyst course is suitable for individuals who are: • Business Analysts • Business managers with six months experience working in business analysis environments or other project environments • Project Managers, IS and IT managers, systems integrators, and management or technology consultants PREREQUISITE • If you have 5 years experience as a Business Analyst with prior exposure to Elicitation and Documentation techniques, you may request to be considered for exemption from completing the prerequisite courses • It is strongly recommended that participants take Enterprise and Strategic Analysis MATERIALS You will receive a course binder containing copies of presentation slides, exercises, and suggested solutions. WHAT YOU WILL LEARN Analytical Thinking • What is analytical thinking? • Analytical thinking process • Data definitions 1.800.261.6861 or 416.693.5559 33
  • 34. Business Analysis Essentials This 3-day course is a condensation of The Comprehensive Business • Other project resources Analysis Seminar and is designed to provide you a fundamental • Business Analysts, both junior and senior, who want more understanding of core BA tools used for planning, elicitation and comprehensive business analysis knowledge should documentation of requirements. consider our Comprehensive Business Analysis Seminar Part 1 & 2, or Certificate in Business Analysis and This course is appropriate for Project Managers, Senior Managers, Advanced Certificate in Business Analysis. subject matter experts, and other project resources and will provide you with a better understanding of the value business analysis can PREREQUISITE bring to a project and the basic tools used to bring that value. There is no prerequisite for this course. It functions as a stand-alone Taught through a series of discussions, examples, and real world course. hands-on exercises drawn from IT projects and real life, you will walk out with basic tools that can be applied immediately to projects MATERIALS assigned to you, whether your primary role is of a Project Manager, You will receive a course binder containing copies of presentation Product Manager, Developer, Quality Assurance Manager or other slides, case studies, exercises and suggested solutions. core project team member. This course is based on BABOK® v2. WHAT YOU WILL LEARN PARTICIPANT EVALUATIONS Introduction to Business Analysis “The course has served as an eye opener, and will be good in my • Differences between BA and PM activities in the office.” Agbuola Thomas, ipNX Nigeria Limited • Essential skills for a BA “Very exciting! One of a few courses I’ve been on that wasn’t boring • BA deliverables or felt like time was dragging; my interest level was maintained • The role of the BA on a project throughout the course.” David Godwin, Canada Revenue Agency Enterprise Analysis LEARNING OBJECTIVES • Problem Analysis • Root Cause Analysis Participants will gain practical skills to: • Affinity Charts • Evaluate underlying business analysis competencies to • Flow Charts gain an appreciation of how BAs add value to an • Cause and Effect Diagrams organization • Pareto Chart • Distinguish and give examples of the differences • Understanding the Organization between business analysis and project management • Developing a Business Case • List and give examples of different requirement types • Writing a Problem Statement • Analyze and document a business problem • Contrast viable solutions against developed decision Requirements criteria • Requirement Types • Describe the important sections of a business case • Developing Scope • Formulate criteria to determine best technique to elicit • Writing High Level and Detailed Requirements requirements Elicitation • Elicit requirements from various stakeholders using • Planning Business Analysis Work various methods • Interviewing • Construct common requirement documentation • Surveys and Questionnaires deliverables • Workshops • Analyze business requirements • Joint Application Design • Apply a robust requirement prioritization technique • Focus Groups • Observation WHO SHOULD ATTEND • Prototypes The Business Analysis Essentials course is appropriate for individuals Requirement Documentation who are: • Scenarios / Use Cases • Project Managers • Process Modeling • Senior Managers • Flowcharts • Subject matter experts • Data Flow Diagrams (DFD) • Product Managers • Activity Diagrams • Developers • Data Modeling • Quality Assurance resources • Entity Relationship Diagrams (ERD) 34 www.procept.com
  • 35. • Business Requirement Document (BRD) Requirement Analysis • Prioritizing requirements • Organizing and Classifying requirements • Traceability • CRUD technique Solution Assessment • Determine Viable Options • Developing Decision Criteria • Recommending Solutions • Cost Benefit Analysis RELATED COURSES OF INTEREST • The Comprehensive Business Analysis Seminar 1.800.261.6861 or 416.693.5559 35
  • 36. CBAP® Preparation The Certified Business Analysis Professional™ (CBAP®) designation WHAT YOU WILL LEARN is increasingly recognized as the benchmark for personnel in a Introduction business analysis role. If you are preparing for the examination you • Completing an application form should attend our intense preparation course. • Certification process This course is an intense, in-depth “crash” review of the Business • About the BABOK® Analysis Body of Knowledge (BABOK®) v2 meant to augment your • Structure of information in each Knowledge Area practical knowledge and experience and ready you for the CBAP® • Differences between Business Analysis and Project Management exam. This 4-day course covers the tasks and techniques from • Project and Solution Scope each knowledge area of the BABOK® but also provides practical • Types of Requirements experience writing the exam with almost 300 questions completed Underlying Competencies during the 4 days. In addition, you will receive supplemental exam • Definitions and effectiveness measures of each questions with references to the BABOK® . Techniques LEARNING OBJECTIVES • Acceptance and Evaluation Criteria Definition Upon completion of this course, you will be able to: • Benchmarking • Align your own skills and experience with the CBAP® application • Business Rules Analysis requirements to produce a complete and accurate application • Data Dictionary and Glossary package • Data Flow Diagrams • Articulate the principles, activities, tasks and techniques • Data Modeling described in the six knowledge areas within the BABOK® • Estimation • Discuss the structure of the BABOK® • Focus Groups • Apply tasks and techniques from all 6 knowledge areas to • Functional Decomposition business scenarios • Metrics and Key Performance Indicators • Assess your ability to pass the CBAP® exam based on • Non-functional Requirements Analysis completed practice questions • Organization Modeling • Demonstrate understanding of where you should focus your • Process Modeling independent study (by analyzing which knowledge areas you • Prototyping were deficient in when writing the sample tests) • Risk Analysis • Root Cause Analysis WHO SHOULD ATTEND • Scenarios and Use Cases • Scope Modeling • Individuals who are preparing to write the CBAP® examination • Sequence Diagrams within the next 6 months • State Diagrams • Individuals looking for intense, indepth “crash” review of the • Structured Walkthrough BABOK® to augment their practical knowledge and experience • SWOT Analysis • Individuals must meet the IIBA®’s application requirements • User Stories to sit for the CBAP® exam including work experience, areas • Vendor Assessment of expertise, education and professional development, and references Planning and Monitoring Knowledge • Planning the approaching and BA activities PREREQUISITES • Stakeholder analysis and communication • Plan management process • Individuals must satisfy all the CBAP® registration requirements • Manage performance including education, work experience, expertise in the knowledge areas and references Management and Communication • Individuals must review the BABOK® prior to class starting as • Managing Solution Scope some of the exercises assume prior knowledge of the BABOK® • Traceability • Requirements Reuse MATERIALS • Requirements Packages You will receive a course binder containing copies of presentation Enterprise Analysis Knowledge slides, exercises and suggested solutions. You will also receive a • Defining the business need copy of supplemental practice questions and a copy of the BABOK®. • Capability gaps • Solution Approach • Business Case 36 www.procept.com
  • 37. Requirements Elicitation Knowledge • Preparing for, conducting and documenting elicitation and elicitation output Requirements Analysis Knowledge • Prioritization • Modelling requirements • Verifying and validating requirements Solution Selection and Validation • Assessing the solution • Determining organizational readiness • Documenting transitional requirements • Validating and evaluating the solution Practice Exam and self-evaluation PLEASE NOTE There is homework that participants will be expected to complete on their own time before the end of the course. 1.800.261.6861 or 416.693.5559 37
  • 38. The Comprehensive Business Analysis Seminar - Part One The demand for experienced Business Analysts increases as the Management Plan Business Analysis profession becomes more globally recognized • Prepare documents like: and standardized, and employers acknowledge the value Business • Functional decomposition diagram (Work Breakdown Analysts bring to their organizations. The Business Analyst plays an Structure, WBS) integral role within the business, uniting current industry knowledge, • Risk Analysis Plan practical tools and techniques to deliver quality project solutions on • Communication Plan time and within budget. Whether you are new to the profession or a • Interpret how the business analysis activities contribute to seasoned Business Analyst, you will benefit from the knowledge and overall product/solution practical application of standard tools and techniques used in many industries today. WHO SHOULD ATTEND This 4-day course, covers the underlying competencies, Business The Comprehensive Business Analysis Seminar - Part 1 course is Analysis Planning and Monitoring and Requirements Communication suitable for individuals who are: and Management knowledge areas from the Business Analysis Body • Pursuing a career in Business Analysis of Knowledge® (BABOK®). • Business or Information Systems managers or staff who is new to business analysis. During this course, you will gain insight into the Business Analyst • Experienced Business Analysts requiring better profession, the role Business Analysts play within an organization, the understanding of the role, or desiring formal recognition necessary skills required, and valuable applicable tools, techniques through certification. and methodologies for immediate use back on the job. This course • Project staff or managers currently combining the focuses extensively on how to develop thorough requirements Business Analyst role with other duties. elicitation and management processes while providing you with the • Business staff or managers who are working in Business opportunity to practice effective oral and written communication, Analyst environments, needing to interact with project documentation and facilitation skills. You will identify and analyze BA managers and business analysts. project deliverables within the project lifecycle. In-class exercises will • Preparing to write the Certified Business Analysis enable you to assimilate learning objectives. Professional™ (CBAP®) and require a refresher on For those preparing for the Certified Business Analysis Professional™ the concepts covered in the BABOK® (CBAP®) designation, this and related courses, will help to prepare PREREQUISITE you for the CBAP®. There are no prerequisites for this course. It functions as This course is based on the Guide to the Business Analysis Body of a stand-alone course. Knowledge® version 2.0. MATERIALS PARTICIPANT EVALUATIONS You will receive a course binder containing copies of presentation “I loved this course! The concepts and techniques can be slides, case studies, exercises and suggested solutions. directly applied to the work I’m doing now and will greatly improve my performance as a business analyst. Thank you!” WHAT YOU WILL LEARN Marie Eichenberger, Accenture Introduction to Business Analysis LEARNING OBJECTIVES • The International Institute of Business Analysis • The Business Analysis Body of Knowledge Participants will gain practical skills to: • Definitions of business analysis and business analyst • Evaluate business analysis underlying competencies to • Differences between: gain an appreciation of how Business Analysts add value • Project management to an organization • Financial Analysis • Distinguish and give examples of the differences • Quality Assurance between business analysis and project management • Business Analysis • Examine the profession, global standards, the • Key skills of a Business Analyst professional organization and trends in the industry • The role of the BA in a project • Illustrate an effective requirements management process • Integrate effective writing practices into business analysis Introduction to Requirements communication and documentation • Scope and Requirements • List and give examples of different requirement types • Where requirements come from • Describe the steps required to complete a thorough • Types of requirements stakeholder analysis • Differences between high level and detailed requirements • Produce the elements of a good Requirements • Characteristics of a good requirement 38 www.procept.com
  • 39. Communication • Business analysis communication • Benefits of written or oral communication • Effective writing process • Planning the communication • Writing a Draft • Revising and Polishing communications • How to adjust communication for different personalities & audiences • Creating a mind map • Writing to: • Persuade • Inform • Record information • Teach • Facilitation • Preparing for a Session • Facilitating a Session • How to overcome common pitfalls • Managing information from a session • Making an effective presentation Stakeholder Analysis and Communication Strategy • What is a stakeholder and stakeholder analysis • Impact and value of stakeholder analysis • Steps in completing stakeholder analysis • Techniques to analyze stakeholders • Develop a business analysis communication plan • Affinity diagram technique Requirement Management • Why scope/requirements change • How to manage scope • Managing changes to requirements • Completing an impact assessment on suggested change • Value of capturing requirement attributes • Traceability • Verification and Validation of requirements • Problem Tracking Business Analysis Plan • Elements of a business analysis plan • Value of creating a business analysis plan • Differences between plan driven and change driven approaches • Decision Analysis • Requirement gathering strategies • Functional decomposition • Creating a Work Breakdown Structure • Estimating business analysis activities • Identifying requirement risks • Developing risk plans • Writing a business analysis plan RELATED COURSES OF INTEREST • The Comprehensive Business Analysis Seminar - Part 2 1.800.261.6861 or 416.693.5559 39
  • 40. The Comprehensive Business Analysis Seminar - Part Two A major challenge of a business analyst is the ability to extract PREREQUISITE and document business requirements in plain business language • The Comprehensive Business Analysis Seminar–Part 1 and to get those business requirements translated into technical specifications. Another challenge that BAs often face involves the MATERIALS creation and implementation of business processes. You will receive a course binder containing copies of presentation slides, case studies, exercises and suggested solutions. In this 4-day course you will learn specific business analysis tools and techniques. The use of templates will help you quickly grasp the WHAT YOU WILL LEARN concepts. You will also learn how to write more effectively, which leads to well-defined, clear, business documents. This course also focuses Elicitation extensively on how to identify and develop metrics to complete your • Steps in completing document analysis analysis and also covers some general business analysis skills such • Structured and unstructured interviews as documentation, facilitation, and methodology definition. • Preparing for an interview to make it effective • Question types to use and avoid in an interview For those preparing for the Certified Business Analysis Professional™ • Organizing questions in an interview (CBAP®) designation, this and related courses, will help to prepare • Questionnaire response types you for the CBAP®. • Developing an effective questionnaire for elicitation This course is based on the Guide to the Business Analysis Body of • Who might attend an elicitation workshop Knowledge version 2.0. • Planning an effective workshop • Using a context diagram to elicit and document scope of PARTICIPANT EVALUATIONS a solution • Using a use case diagram to elicit and document scope “I loved this course! The concepts and techniques can be directly of a solution applied to the work I’m doing now and will greatly improve my • Create a quality context diagram and use case diagram performance as a business analyst. Thank you!” • Purpose and uses of a focus group Marie Eichenberger, Accenture • Definition of interface analysis • Three types of prototypes and their uses LEARNING OBJECTIVES • Types of observation Participants will gain practical skills to: • Process for preparing for observation • Identify advantages and disadvantages of different • Data that can be collected during observation elicitation techniques • Types of processes that exist in an organization • Elicit requirements using eight different techniques • Elements of a process model • Design and develop seven types of process models • Seven types of process models using appropriate notation symbols • SIPOC • Identify advantages and disadvantages of different • Functional process flowcharts documentation techniques • Cross-functional process flowcharts • Document requirements using 11 documentation • BPMN techniques • Spaghetti Diagrams • Recognize and utilize six different modeling techniques • Activity Diagrams • Organize and prioritize requirements • Data Flow Diagrams • Create and present a requirement package • Identify areas for improvement within a process WHO SHOULD ATTEND Documentation • Definitions and differences between use cases and The Comprehensive Business Analysis Seminar–Part 2 course is scenarios appropriate for individuals who are: • Elements of use cases • Business Analysts • Tips for creating useful use cases • Business managers with six months experience working • Creating a use case in business analysis environments or other • Definitions of a state diagram and its elements project environments • Notation used to create a state diagram • Project Managers, IS and IT managers, systems • Tips for creating state diagrams integrators, and management or technology consultants • Creating a state diagram • Definitions of data models that a BA will use • Differences between conceptual, logical and physical data models and their uses 40 www.procept.com
  • 41. • Important elements of data models • Notation used to create two types of data models • Entity Relationship Diagram • Class Diagram • Tips for creating useful data models • Creating a data model • Elements of Data Flow Diagrams (DFD) • How DFDs compare with other modelling techniques • Steps involved in creating a DFD • What to include in your data dictionary / glossary • The difference between operative and structural business rules Analysis • Definition of requirements analysis • When to complete requirements analysis • Organizing requirements • CRUD technique • Importance of prioritizing requirements • Three prioritization techniques Requirement Package • Differences between work products and deliverables • Definition of requirement package • Uses for a requirements package • Usefulness of a structured walkthrough • Presenting requirements to stakeholders RELATED COURSES OF INTEREST • Analytical Thinking for the Business Analyst • Project Management for the Business Analyst • Testing for the Business Analyst 1.800.261.6861 or 416.693.5559 41
  • 42. Enterprise and Strategic Analysis This 3-day course is designed to provide Business Analysts with the • Project staff or managers currently combining the skills required for involvement in strategy development, pre-project Business Analyst role with other duties activities, and developing and managing enterprise architecture. • Business staff or managers who are working in Business Analyst environments, needing to interact with project This course is appropriate for experienced Business Analysts who managers and business analysts are looking to formalize their experience through education as well as junior Business Analysts or those looking to enter the profession. PREREQUISITES During this course you will learn the tasks and techniques outlined in • 4-day Comprehensive Business Analysis Seminar Part 1 the Enterprise Analysis Knowledge area within the Business Analysis • 4-day Comprehensive Business Analysis Seminar Part 2 Body of Knowledge (BABOK®) v2. Through discussion, examples OR and hands-on exercises, you will practice analyzing competitive • At least 5 years experience as a Business Analyst with data, benchmarking studies, business problems and opportunities. prior exposure to Elicitation and Documentation You will also practice developing business strategy and documenting techniques a business case. MATERIALS LEARNING OBJECTIVES You will receive a course binder containing copies of presentation Upon completion of this course, you will be able to: slides, case studies, exercises and suggested solutions. • Discuss enterprise analysis tasks and techniques • Analyze and document a business problem WHAT YOU WILL LEARN • Devise a business case Defining the Business Need • Contrast viable solutions against developed decision • Business goals and objectives criteria • Business problem or opportunity statement • List possible solutions approaches • Business requirements • Evaluate causes through the application of problem • Root Cause Analysis analysis techniques • Process flows • Isolate major causes of business problem and where to • Cause and effect diagram focus resources • Pareto diagram • List types of gap analyses • SWOT Analysis • Assess limitations through the creation of a gap analysis • Benchmarking • Recall the phases of the project life cycle • Conduct a Strength Weakness Opportunity Threat Completing Gap Analysis (SWOT) analysis • Uses of gap analysis • Appraise competitive intelligence through a • Gap analysis process benchmarking study • Gap analysis techniques • Build on previously learned techniques to develop high Documenting Solution Approach and Scope level requirements for the business case • Defining the solution approach • Defend business case recommendations • Viable options for solution • List the sections of an RFP • Assessing the proposed solutions • Describe the steps in RFP development and vendor • Acceptance and evaluation criteria evaluation • Decision Matrix • Assess sample proposals • Examine organizational readiness using force field Writing and Presenting a Business Case analysis • Cost/Benefit Analysis • Describe the steps in data conversion • Measuring costs and benefits WHO SHOULD ATTEND Solution Assessment and Valuation • Writing and evaluating an RFP The Enterprise and Strategic Analysis course is appropriate for • Assessing organizational readiness individuals who are: • Completing force field analysis • Pursuing a career in Business Analysis • Defining transitional requirements • Business or Information Systems managers or staff who is • Data Conversion Strategy new to business analysis • Data Mapping • Experienced Business Analysts requiring better understanding of the role, or desiring formal recognition through certification 42 www.procept.com
  • 43. Project Management for the Business Analyst This 2-day course is designed to give Business Analysts the essential WHAT YOU WILL LEARN tools they need for three purposes: to better plan and control business Introduction analysis work; to better integrate their role and work efforts into a • Reasons for project failures project delivery environment; and to be able to effectively manage projects that do not have a project manager. It covers the project Project Management Framework – Best Practice management framework from initiating and planning through to • Project management methodologies closing. This course uses examples from business analysis practices • PM in different environments to allow you to become better at planning and managing requirements Establishing a Project Team definition engagements. • Roles This course conforms to the internationally recognized standards of Developing Scope Statement the Project Management Institute (PMI). It is based on BABOK® v2 • Determine and document stakeholders and PMBOK® 4.0. Participants learn PMI terminology and standards • Identify and document the scope that will aid project communication and continuous learning efforts. • Identify key project risk areas LEARNING OBJECTIVES Establishing Project Activities Participants will gain practical skills to: • Why use a WBS approach • Identify and avoid common causes of project failure. • Elements of an effective WBS • Identify options for structuring a project team. • Project activity dependencies • Identify, establish, and analyze stakeholders and their Producing Project Schedule needs • Determine project timing • Create an effective and actionable scope statement. • Produce project schedule • Identify key areas of project risk, assess their impact, and • Set project baseline identify strategies for managing risks. • Analyze project scope by breaking it into discrete Executing and Monitoring Project Schedule manageable and measurable components. • Identify and avoid resource conflicts • Model the flow and timing of a project. • Issue log and management • Identify “critical path” high priority tasks. • Change requests and management • Assess resource requirements, develop a budget. • Project status and updating • Learn methods for schedule compression. • Options for communication • Used Earned Value to monitor and communicate • Project update meetings and frequency of updates project status and identified the need for corrective • Asking the “right questions” measures when necessary. • Reporting project status at the correct intervals and levels • Manage issues and change requests. of detail for different audiences • Improve communication between stakeholders. • Quality management • Properly close-out a project. Closing Projects • Project acceptance criteria WHO SHOULD ATTEND • Project sign-off The Project Management for the Business Analyst course is suitable for individuals who: RELATED COURSES OF INTEREST • Want to become more effective Business Analysts. • Project Management Essentials • Are Business Analysts or team members who want to • The Comprehensive Business Analysis Seminar - Part 1 pursue a career in project management. PREREQUISITE It is strongly recommended that participants take the 4-day The Comprehensive Business Analysis Seminar MATERIALS You will receive a course binder containing copies of presentation slides, case studies, exercises and suggested solutions. 1.800.261.6861 or 416.693.5559 43
  • 44. Testing for the Business Analyst This 2-day course is designed to explain to Business Analysts the • Traceability need for testing and teach them the concepts required to plan, • Measurement manage, execute, and evaluate testing outcomes in a software • Configuration Management environment. This course is based on the Guide to the Business • Validation & Verification Analysis Body of Knowledge® version 2.0. • Product Review & Inspection • Test Categories LEARNING OBJECTIVES • Static vs. Dynamic • Functional and Non-functional Participants will gain practical skills to: • Understand the importance of testing to software Testing Types & Timing development and how managing testing well increases • A Project Lifecycle the likelihood of project success. • A Systems Development Lifecycle • Learn basic testing terms and the Testing Lifecycle. • A Testing Lifecycle and a V Model • Be able to describe the various testing types, methods • The Project, Systems Development, and Testing and approaches to and describe when to apply each. Lifecycle Relationships • Study the relationships between the Project, Systems • Test Phases, Types, Approaches, Categories, Special Development and Testing Lifecycles. Cases • Examine the role of the BA in testing and the relationship • Phases: Unit, Integration, System, User Acceptance between BA Knowledge Areas and testing. • Approaches: Glass Box / Black Box • Learn the various testing documents - Test Strategy, Test • Categories: Functional and Non-functional Plans, Use Cases, and Test Cases. • Special Cases: Usability, Regression, Smoke, Acid, • Investigate Test and Defect Management. Release, Operational Readiness, Service Acceptance WHO SHOULD ATTEND Test Strategy, Planning & Management • Testing Documentation The Testing for the Business Analyst course is appropriate for • The Test Strategy individuals who are: • Test Plans • Pursuing a career in Business Analysis • Use Cases • Business or Information Systems managers or staff who is • Test Cases new to business analysis. • Test Scripts • Experienced Business Analysts requiring better • Test Tracking understanding of the role, or desiring formal recognition • Maintaining Traceability through certification. • Defect Management • Project staff or managers currently combining the • Logs Business Analyst role with other duties. • Priorities • Business staff or managers who are working in Business • Test Reporting Analyst environments, needing to interact with project • Post Project Reporting managers and business analysts. • Strategy feedback • Preparing to write the Certified Business Analysis • Lessons Learned Professional™ (CBAP®) and require a refresher on the concepts covered in the BABOK® Testing Resources • Environments PREREQUISITE • Development, Testing, Staging, “Production Like” • People • 4-day Comprehensive Business Analysis Seminar–Part 2 • QA Manager, Test Lead, Test Designer, Tester, Test System Administrator MATERIALS • Business Analyst You will receive a course binder containing copies of presentation • Solution Designer, Development Lead, Developer slides, case studies, exercises, and solutions. • Operations Staff • Client Representative, End User Testers WHAT YOU WILL LEARN Introduction • Purpose of testing • Real life examples • Basic terms and definitions • The Quality Assurance Process 44 www.procept.com
  • 45. PROJECT MANAGEMENT AND BUSINESS ANALYSIS SOFT SKILLS No matter who you are, project manager, functional manager, business analyst, ITIL practitioner, business continuity practitioner, IT manager, senior executive, an important component of your success hinges on your soft skills. There are plenty of management and communication courses on the market that provide essential skills in this area. But very few of these address the soft skills required in a fast-paced project environment with continuously changing priorities, politics, commitment, and team members. Procept Associates has carefully selected 3 courses which focus on developing critical soft skills for project managers and business analysts: prioritization and personal time management; leadership, relationship, and change in the context of complex and demanding projects; and tools and techniques to successfully manage communication and team building issues in a global virtual team. Fundamental Beating the Clock: Personal Time Management 1 day Leadership, Relationship, and Change 2 days Professional Virtual Teams 1 day 1.800.261.6861 or 416.693.5559 45
  • 46. Beating the Clock: Personal Time Management Multi-tasking is a necessary part of the business environment, but if • Prioritization tools not managed properly, can lead to confusion, duplication, frustration, • Triage prioritization technique stress, and loss of motivation. • ABC prioritization technique • Quadrant prioritization technique During this 1-day course you will learn to get the upper hand on • Simple Balanced Matrix prioritization technique the constant demands by applying specific techniques to prioritize • Weighted Matrix prioritization technique projects and tasks, and use an analytical approach to manage your • Other prioritization tools time. We will discuss the roots of time management issues: setting priorities, being proactive, communication and behaviour patterns, Assigning Resources and staying focused. • Time allocation • Scheduling tasks and assignments LEARNING OBJECTIVES • Delegating and contingency • Negotiating priorities Participants will gain practical skills to: • Create time management and prioritization strategies. Time Bandits • Plan and control the work day. • What are time bandits • Reduce stress and increase sense of personal control. • E-mail • Assign priorities objectively, setting goals and rewards. • Elements of efficient meetings • Control reaction to “those who scream the loudest”. • Filing systems • Set personal rules for communication and behaviour, and • PDA’s recognize when to break them. Conclusion WHO SHOULD ATTEND • Discussion of lessons learned The Beating the Clock course is appropriate for individuals who: RELATED COURSES OF INTEREST • Are struggling with prioritization in a multi-tasking • Project Management Essentials environment. • Business Analysis Essentials • Hold dual roles such as supporting project and organizational requirements. • Are Project Managers struggling with prioritization between projects. PREREQUISITE There is no prerequisite for this course. It functions as a stand-alone course. MATERIALS You will receive a course binder containing copies of presentation slides, templates and a reference list. WHAT YOU WILL LEARN Introduction • Discussion of seminar objectives • Identifying a time management strategy Time Management Personality Types • Time management types • Time management types strengths and weaknesses • Working with the opposite type • Personal SWOT analysis Prioritization Strategies • The 80/20 rule • Principles of prioritization • Personal professional goals • List tasks and assignments 46 www.procept.com
  • 47. Leadership, Relationship, and Change Managing projects is all about managing change – for your customers, WHAT YOU WILL LEARN your community, your organization, and your delivery partners. Project Management Capability and High Powered Teams This 2-day course goes beyond the basics, exploring what it takes • The Importance of Leadership to Project Success for key project team players – project managers, business analysts, • Matching Project Team Strength to Project Complexity sponsors and team leads – to step up to the leadership and change • Getting a Handle on High Powered Teams challenges inherent in the most complex and demanding projects. Leading and Motivating PARTICIPANT EVALUATIONS • Authority, Power and Influence • Managing versus Leading “Very good workshop – puts theory into practice.” Participant • The Superior Project Manager “The instructor was exceptional – good teacher – lots of experience All About Teams and depth. Awesome course.” Participant • A Team Model “Excellent presentation, topic organization, and excellent real life • Factors Influencing Team Behaviour examples.” Participant • The Team’s Environment • Human Issues: Norms, Emotions, Emotional Intelligence LEARNING OBJECTIVES Coping with Change Participants will gain practical skills to: • Defining Organizational “Change” • Identify, explore and apply advanced project and change • Effective Change Management – a Model management theory and skills. • Putting Change Management Into Practice • Survey selected project manager, team, change management, leadership and relationship management RELATED COURSES OF INTEREST models. • Enterprise Project Management • Recognize human issues in project management and • Juggling Multiple Projects apply appropriate models. • Virtual Teams • Understand what sets the high powered project team apart and how they must use leadership and change management approaches to create and sustain a high powered project team. WHO SHOULD ATTEND The Leadership, Relationship and Change course is suitable for individuals who are: • Project Managers • Business Analysts • Project Sponsors • Technical team leaders • Who want to increase the chance of project success, by enhancing their people skills, and by understanding the dynamics of introducing change into an organization. PREREQUISITE • 6-day The Complete Project Management Seminar (or its equivalent), or • 4-day The Comprehensive Business Analysis Seminar – Part 2 (or its equivalent) MATERIALS You will receive a course binder containing copies of presentation slides, case studies, exercises, and suggested solutions. 1.800.261.6861 or 416.693.5559 47
  • 48. Virtual Teams: Dealing with Geographical Dispersion Virtual teams are a reality today. Most large organizations have • Tips about Forming the Team multiple divisions and locations. Smaller companies may have team • The Orientation Process members working at different sites, and the current trend to working • Communication Technology collaboratively with suppliers, partner organizations, and clients, • Consider the Right Technology gives more rise to the need to have diversely-located team members • The Kickoff Meeting work effectively together. • Exercise: Develop a communication plan for virtual teams project Virtual teams have many obstacles to overcome. They have to deal with the usual project challenges, and in addition may face very Developing Team Guidelines significant communication, motivational, and organizational issues. • Establishing Rules of Engagement • Managing The Team In this 1-day course, you will examine the communication and team- • Top 5 tips for Managing a Virtual Team building issues of implementing effective virtual teams, and suggest • Building Trust strategies, tools, and techniques to empower the project manager or • Team Motivation business analyst to meet the challenges. • Monitor Team • Performance Checklist LEARNING OBJECTIVES • Exercise: Active Listening, Project Manager Participants will gain practical skills to: Competencies • Identify the challenges and the benefits of working in a Disbanding The Team virtual team format. • Select the appropriate team structure. RELATED COURSES OF INTEREST • Design a communications plan for virtual teams. • Select appropriate facilitation tools for meetings. • Enterprise Project Management • Describe interventions to maximize the benefits and • Microsoft Project Essentials overcome the challenges of virtual teams. • Advanced Microsoft Project • Use appropriate team-building and motivational • The Complete Project Management Seminar techniques to preserve team unity. WHO SHOULD ATTEND The Virtual Teams course is suitable for individuals who are: • Project Managers and Business Analysts • Leading or about to lead a team across geographical boundaries. • Considering implementing virtual teams in their organization and would like to be prepared for the advantages and disadvantages of such team structures. PREREQUISITE There is no prerequisite for this course. It functions as a stand- alone course. MATERIALS You will receive a course binder containing copies of presentation slides, case studies, exercises, and suggested solutions. WHAT YOU WILL LEARN Introduction • Virtual Team Challenges • Why do it? • Myths about Virtual Teams • Exercise: Identify Virtual Team Issues Forming The Team • Team Development 48 www.procept.com
  • 49. IT SERVICE MANAGEMENT V3 Procept Associates offer eight IT Service Management courses, enabling participants to enhance the quality of their information technology support, delivery, and management services. Each course can be taken individually or as part of a program towards certification. Instructional time per course ranges from 1 to 5 days. Each is offered on site at your company. The most popular ones are offered through one of our partnered universities. Upgrade your skills with ITIL® certification Information Technology Infrastructure Library (ITIL®) Service Management has now become the de-facto best practice worldwide for the provision of high quality IT services. If you aren’t already using it, you’re unnecessarily risking customer satisfaction. Procept’s ITIL® certification training can put you on the right track. The program is taught at the Fundamental, Practitioner (Service Desk & Incident Management, Service Level Management, Problem Management, and Release & Control) and Managers/Masters levels. Accreditation ITIL certification for Fundamental, Practitioner, and Managers/ Masters levels are awarded through the ITIL® Certification Board, comprising multiple examination institutes worldwide. ITIL® has been recognized as providing the framework of best practices for the information technology industry, which Procept adheres to in our IT Service Management courses. Fundamental ITIL® V3 Service ITIL® for IT Management ITIL® V3 Foundation Bridge Management Foundation 1 day 1 day 3 days Professional ITIL® V3 Release, Control ITIL® V3 Service ITIL® V3 Service Operation ITIL® V3 Service Transition and Validation Operation and Analysis 3 days 3 days 4 days 4 days Advanced ITIL® V3 Service Manager Bridge 5 days 1.800.261.6861 or 416.693.5559 49
  • 50. ITIL® for IT Management Information Technology has become a critical factor for corporate Approach to ITIL® IT Service Management success, not only for e-business and e-commerce companies, but for Service Support and Delivery Processes private and public enterprises in all industry sectors. Implementation requirements and approach The often heavy investments needed for installing, operating and managing the IT infrastructure have become a serious issue, since Justifying ITIL® to Business Management IT service providers are facing tight constraints regarding human resources and budgets. RELATED COURSES OF INTEREST The challenges, therefore, facing the timely provision of high quality • IT Service Management Foundation V3 IT services required to underpin the company’s business objectives, can be overcome through the implementation of de-facto best practice for managing IT services as embodied in the Information Technology Infrastructure Library (ITIL®). This 1-day course will familiarize you with the best practice ITIL® service management processes, and show you how implementation of ITIL® can lead to the provision of cost-effective high quality services that are aligned to the needs and priorities of the business. LEARNING OBJECTIVES Participants will gain practical skills to: • Recognize the essence of ITIL® and ITIL® books. • Understand the requirements and approach for the implementation of ITIL® IT service management. • Appreciate the goals and objectives of ITIL® service management processes. • Become familiar with the activities of ITIL® service management processes. • Identify the generic benefits and possible problems for ITIL® implementation. • Determine how ITIL® can be justified to business management. WHO SHOULD ATTEND The ITIL® for IT Management course is suitable for individuals who are: • Chief Information Officers, IT Directors, GM IT and Operations and IT Managers. • IT Operations Managers, IT Process Managers and IT Senior Consultants. • Service Support and Delivery Managers. • Business Managers interested in IT performance. PREREQUISITE There is no prerequisite for this course. It functions as a stand-alone course. MATERIALS You will receive a course binder containing copies of presentation slides, exercises, and suggested solutions. WHAT YOU WILL LEARN Introduction to Information Technology Infrastructure Library (ITIL®) 50 www.procept.com
  • 51. ITIL® V3 Foundation Bridge The Office of the Government Commerce, UK (OGC - the official WHAT WILL LEARN owner of ITIL®) commissioned a program to review the best practice Course Introduction and Introduction framework (referred to as ITIL® V2) for managing information technology and systems activities. The result was the launch of The Service Lifecycle five core books in May 2007, referred to as ITIL® V3, for service The Lifecycle Phase: Service Strategy management practice. • Functions and Processes in Service Strategy The 1-Day ITIL® V3 Foundation Bridge Course is designed to give • Service Portfolio Management (SPM) candidates a fast track route to an ITIL® V3 Foundation certificate • Demand Management level of knowledge. The course highlights the new topics in ITIL® V3 The Lifecycle Phase: Service Design and the main differences from earlier ITIL® versions. • Functions and Processes in Service Design The main focus of ITIL® V3 Foundation Bridge will be the NEW content • Service Catalogue Management of ITIL® V3 and those things that have changed. This course will cover • Information Security Management NEW content of the ITIL® V3 and content known from previous ITIL® • Supplier Management versions, but with some differences. The Lifecycle Phase: Service Transition Examination • Functions and Processes in Service Transition • Change Management At the end of the course, participants’ will write the final ITIL® V3 • Service Asset and Configuration Management Foundation Bridge examination, comprising of 20 multiple choice • Release and Deployment Management questions, from which delegates are required to score 13 points (equivalent to 65%) to be awarded ITIL® V3 Foundation Certificate in The Lifecycle Phase: Service Operation IT Service Management. • Functions and Processes in Service Operation • Event Management LEARNING OBJECTIVES • Request Fulfillment Participants will gain practical skills in the following areas: • Access Management • Service Management as a practice (Awareness) The Lifecycle Phase: Continuous Service Improvement • Service Lifecycle (Awareness) • Functions and Processes in Service Operation • Key Principles and Models (Awareness) • The 7 step improvement process • Generic Concepts (Awareness) • Selected Processes (Awareness) Review, Wrap Up and Mock • Selected Roles (Awareness) ITIL® V3 Foundation Bridge Examination • Selected Functions (Awareness) • Technology and Architecture (Awareness) • ITIL® Qualification scheme (Awareness) WHO SHOULD ATTEND The ITIL® V3 Foundation Bridge course is suitable for individuals who: • Hold the ITIL® Foundation Certificate from earlier ITIL® versions who want knowledge and understanding of the new content of ITIL® V3. PREREQUISITE This qualification is only available to candidates who already hold the Foundation Certificate in IT Service Management from previous versions of ITIL®. MATERIALS You will receive a course binder containing course notes, exercises, and suggested solutions. 1.800.261.6861 or 416.693.5559 51
  • 52. ITIL® V3 Service Manager Bridge The Office of the Government Commerce, UK (OGC - the official • Functions and Processes owner of ITIL® commissioned a program to review the best practice • Roles and Organization framework (referred to as ITIL® V2) for managing information • Technology and Architecture technology and systems activities. The result was the launch of • Implementation Considerations five core books in May 2007, referred to as ITIL® V3, for service • Complementary Industry Guidance management practice. The Service Lifecycle The main focus of the 5-Day ITIL® V3 Service Manager Bridge course The Lifecycle Phase: Service Strategy will be the NEW content of ITIL® V3 and those things that have • Functions and Processes in Service Strategy changed. The course will cover the components that are new to ITIL® • Financial Management v3 which will form the main focus for the qualification. The course • Service Portfolio Management (SPM) will look at the significant differences in V3 versus the components • Demand Management of V2. The Lifecycle Phase: Service Design Examination • Functions and Processes in Service Design At the end of the course, participants’ will write the final ITIL® V3 • Service Catalogue Management Service Manager Bridge examination, comprising of 20 scenario- • Capacity Management based complex multiple choice questions, from which delegates are • Availability Management required to score 16 points (equivalent to 80%) to be awarded ITIL® • IT Service Continuity Management Expert in IT Service Management. • Information Security Management • Supplier Management LEARNING OBJECTIVES The Lifecycle Phase: Service Transition • Candidates will gain understanding and competencies • Functions and Processes in Service Transition in IT Service Management as described in the ITIL® • Transition Planning and Support Service Strategy, ITIL® Service Design, ITIL® Service • Change Management Transition, ITIL® Service Operation, ITIL® Continual • Service Asset and Configuration Management Service Improvement, ITIL® Introduction and ITIL® • Release and Deployment Management Glossary publications. • Service Validation and Testing • Candidates will be prepared for the ITIL® V3 Service • Evaluation Manager Bridge Examination. • Knowledge Management WHO SHOULD ATTEND The Lifecycle Phase: Service Operation • Functions and Processes in Service Operation The ITIL® V3 Service Manager Bridge course is suitable for • Event Management individuals who: • Incident Management • Already hold the Manager’s Certificate in IT Service • Request Fulfillment Management at an earlier ITIL® version, and wish • Problem Management to obtain the ITIL® Expert in IT Service Management, • Access Management thereby demonstrating their knowledge of ITIL® V3. • Monitoring and Control • Are Chief Information Officers, Senior IT Managers, IT • IT Operations Managers and Supervisors, IT professionals and IT • Service Desk Operation practitioners. The Lifecycle Phase: Continuous Service Improvement PREREQUISITE • Functions and Processes in Service Operation • The 7 step improvement process This qualification is only available to candidates who currently hold the Manager’s Certificate in IT Service Management MATERIALS You will receive a course binder containing course notes, exercises, and suggested solutions. WHAT YOU WILL LEARN Course Introduction and Introduction Service Management as a Practice 52 www.procept.com
  • 53. ITIL® IT Service Management Foundation V3 ITIL® V3 was designed from the lifecycle perspective, recognizing MATERIALS that for a service to be created, it should have the capability to You will receive a course binder containing course notes, exercises, meet the objectives and requirements of its customers and markets. and suggested solutions. Consequently, there is the need to determine the objectives and requirements for each service (service strategy), which will guide in its WHAT YOU WILL LEARN design (service design), transition into production (service transition), and operation of the service (service operation). The purpose of Course Introduction and Introduction the fifth and the final phase - continual service improvement, is to Service Management as a Practice gradually improve every aspect of the service, from service strategy to service operation. The Service Lifecycle During the 3-day course you will learn ITIL® terminology, the structure, The Lifecycle Phase: Service Strategy basic concepts and core principles of ITIL® practices for Service • Functions and Processes in Service Strategy Management. The Foundation certificate in IT Service Management • Financial Management is not intended to enable you to apply ITIL® practices for Service • Service Portfolio Management (SPM) Management without further guidance. • Demand Management Examination The Lifecycle Phase: Service Design • Functions and Processes in Service Design At the end of the course, participants’ will write the final ITIL® Foundation • Service Catalogue Management Certificate in IT Service Management examination, comprising of 40 • Service Level Management multiple choice questions. Delegates are required to score 26 points • Capacity and Availability Management (equivalent to 65%) to be awarded the ITIL® Foundation Certificate in • IT Service Continuity Management IT Service Management. • Information Security Management • Supplier Management LEARNING OBJECTIVES The Lifecycle Phase: Service Transition Participants will gain practical skills in the following areas: • Functions and Processes in Service Transition • Service Management as a practice (Comprehension) • Transition Planning and Support • Service Lifecycle (Comprehension) • Change Management • Key Principles and Models (Comprehension) • Service Asset and Configuration Management • Generic Concepts (Awareness) • Release and Deployment Management • Selected Processes (Awareness) • Service Validation and Testing, Evaluation • Selected Roles (Awareness) • Knowledge Management • Selected Functions (Awareness) • Technology and Architecture (Awareness) The Lifecycle Phase: Service Operation • ITIL® Qualification scheme (Awareness) • Functions and Processes in Service Operation • Event and Incident Management WHO SHOULD ATTEND • Request Fulfillment The IT Service Management V3 course is appropriate for individuals • Problem and Access Management who: • Monitoring and Control • Require a basic understanding of the ITIL® framework • IT Operations and how it may be used to enhance the quality • Service Desk of IT service management within an organization. • Technology and Architecture • Are IT professionals that are working within an The Lifecycle Phase: Continuous Service Improvement organization that has adopted and adapted ITIL®, who • Functions and Processes in Service Operation need to be informed about and thereafter contribute to an • The 7 step improvement process ongoing service improvement program. Review, Wrap Up and Mock Exam PREREQUISITE ITIL® Foundation Certificate Examination There are no prerequisites for this course. It functions as a stand- alone course. 1.800.261.6861 or 416.693.5559 53
  • 54. ITIL® V3 Release, Control, and Validation The Office of the Government Commerce, UK (OGC - the official • Are working in, or about to enter, an IT Service owner of ITIL®) commissioned a program to review the best practice organization which has, is planning to adopt ITIL® best framework (referred to as ITIL® V2) for managing information practices. technology and systems activities. The result was the launch of five • Will be contributing to Continual Service Improvement in core books in May 2007, referred to as ITIL® V3, for the practice of an IT Service provision environment. Service Management in Information Technology. • Are IT Operations staff, engaged in Release, Control and Validation processes. The 4-day ITIL® V3 Release, Control and Validation Capability course • Are seeking an ITIL® Expert certification in order to gain is an independent certification and also prepares the candidate for the benefits of ITIL® principles throughout their the “Managing through the Lifecycle” and ITIL® Expert certifications. organization. All Procept ITSM instructors and courses are certified through the • Are seeking an ITIL® Advanced Expert certification. Information Systems Examination Board which provides examinations on the last day of the course PREREQUISITE You will gain detailed knowledge of ITIL® V3 Release, Control and • This qualification is only available to candidates who hold Validation processes, roles, techniques, triggers and interfaces - how the V3 Foundation or Foundation Bridge Certificate in IT those practices relate to the full ITIL® Service Management Lifecycle. Service Management. The lectures and exercises in this class will provide you with the • Demonstrate familiarity with IT terminology and Release, information that you need to increase quality and reliability in your IT Control and Validations management in their own Service environment, participate in Continual Service Improvement, business environment is required and use Knowledge Management to provide on-going decision • Exposure to the Service Transition processes is support. recommended in a Service Provider environment During this class, we will explore the details of managing transitions is recommended. in an Information Technology organization. We’ll discuss and practice MATERIALS Best Practice methodologies for ensuring that all of transition activities contribute to meeting committed Service Levels. You will receive a course binder containing course notes, exercises, and suggested solutions. This Lifecycle course, Service Transition, provides information the day to day management of Service Transition activities. WHAT YOU WILL LEARN LEARNING OBJECTIVES Key Principles in Service Transition • Communications Participants will gain practical skills in the following areas: • Technology • Understanding of Service Transition Principles • Organization and Managing Organizational Change and how to apply them to enhance IT Service quality. • Implementation • Understanding of the Service Transition Processes and Activities. Key Processes in Service Transition • Roles and Responsibilities in Service Transition • Change management • Common Service activities as they relate to Service • Service Release and Deployment Management Transition. • Service Validation and Testing • Application of Continual Service Improvement • Service asset and Configuration Management • Understanding and analyzing Challenges, Critical • Knowledge Management Success Factors and Risks • Request Fulfilment (From Service Operation • Organizational structures, application of ITIL® principles, • Service Evaluation identifying required documentation and measuring effectiveness. • Service Operation technology related activities • Implementing Service Operations WHO SHOULD ATTEND The ITIL® V3 Release, Control and Validation capability course is appropriate for individuals who: • Require a deep understanding of Transition Processes. • Need to understand how ITIL® Release, Control and Validation processes can enhance the quality of Service Support within their organization. 54 www.procept.com
  • 55. ITIL® V3 Service Operation The Office of the Government Commerce, UK (OGC - the official • Are seeking an ITIL® Expert certification in order to owner of ITIL) commissioned a program to review the best practice gain the benefits of ITIL® principles throughout their framework (referred to as ITIL® V2) for managing information organization. technology and systems activities. The result was the launch of five • Are seeking an ITIL® Advanced Level certification. core books in May 2007, referred to as ITIL® V3, for the practice of • This may include but is not limited to, IT professionals, Service Management in Information Technology. business managers and business process owners. The 3-day ITIL® V3 Service Operation course is an independent PREREQUISITE certification and also prepares the candidate for the Managing through the Lifecycle and ITIL® Expert certifications. This course covers This qualification is only available to candidates who hold the operational processes, functions, common activities, technology and V3 Foundation or Foundation Bridge Certificate in IT Service implementation issues. All Procept ITSM instructors and courses are Management. certified through the Information Systems Examination Board which MATERIALS provides examinations on the last day of the course. You will receive a course binder containing course notes, exercises, You will gain detailed knowledge of the contents of the ITIL® V3 Service and suggested solutions. Operation publication. The lectures and exercises in this class will provide you with both the information that you need and practice in WHAT YOU WILL LEARN applying the important principles of this certification. The Lifecycle Phase: Service Operation During this class, we will explore the details of managing Operations in an Information Technology organization. We’ll discuss and practice Key Principles in Service Operation Best Practice methodologies for ensuring that all of the operational • Communications activities that make up an IT Operations group meet agreed Service • Technology Level Agreements, carry out routine maintenance and communications, • Organization and embed the principles of Continuous Improvement. • Implementation The partner Capability course, Service Operational Analysis, provides Processes in Service Operation more detailed information on the design of Service Operation activities • Event Management to ensure that they support the overall Service Lifecycle. • Incident Management • Request Fulfillment LEARNING OBJECTIVES • Access Management • Problem Management Participants will gain practical skills in the following areas: • Leading discussions on Service Operations Functions in Service Operation • Service Operation Principles • Technical Management • Service Operation Processes • Applications Management • Common Service Operation Activities • IT Operations Management including IT Operations • Organizing Service Operations Control and Facilities Management • Service Operation Functions • Service Operation technology related activities • Implementing Service Operations • Understanding and analyzing Challenges, Critical Success Factors and Risks WHO SHOULD ATTEND The ITIL® V3 Service Operation Lifecycle course is appropriate for individuals who: • Would like to enhance the delivery of IT Service Provision within their organization. • Require a detailed understanding of ITIL® Service Operations. • Are working in, or about to enter, an IT Service Operation environment. • Would like to enhance the delivery of IT Services 1.800.261.6861 or 416.693.5559 55
  • 56. ITIL® V3 Service Operation and Analysis The Office of the Government Commerce, UK (OGC - the official • Are working in, or about to enter, an IT Service Operation owner of ITIL®) commissioned a program to review the best practice environment which has adopted ITIL®. framework (referred to as ITIL® V2) for managing information • Will be contributing to Continual Service Improvement in technology and systems activities. The result was the launch of five an IT Operations environment. core books in May 2007, referred to as ITIL® V3, for the practice of • Work with IT Operation processes, Event, Incident, Access, Service Management in Information Technology. Request, Problem; or within one of the IT Operation functions, a Service Desk, Application or Technical Management or IT The 4-day ITIL® V3 Service Operation and Analysis Capability course Operations Management is an independent certification and also prepares the candidate for • This may include but is not limited to, IT professionals, the Managing through the Lifecycle and ITIL® Expert certifications. business managers and business process owners. All Procept ITSM instructors and courses are certified through the Information Systems Examination Board which provides examinations PREREQUISITE on the last day of the course This qualification is only available to candidates who hold the V3 You will gain detailed knowledge of ITIL® V3 Service Operation and Foundation or Foundation Bridge Certificate in IT Service Management. understanding of how those practices relate to the full ITIL® Service Demonstrated familiarity with Service Operational Analysis is Management Lifecycle. The lectures and exercises in this class will recommended as is experience with the Service Operation Processes provide you with the information that you need to participate in the and Functions. It is strongly recommended that candidates read the design of Services that can be successfully supported in Service core Service Lifecycle publications before attending this class. Operation. MATERIALS During this class, we will explore the details of managing Operations in an Information Technology organization. We’ll discuss and practice You will receive a course binder containing course notes, exercises, Best Practice methodologies for ensuring that all of the operational and suggested solutions. activities that make up an IT Operations unit are correctly designed to work within the overall Service Lifecycle. WHAT YOU WILL LEARN The partner Lifecycle course, Service Operation, provides more Key Principles in Service Operation detailed information on the execution of Service Operation activities • Communications to meet agreed Service Level Agreements, carry out routine • Technology maintenance and communications, and embed the principles of • Organization Continuous Improvement. • Implementation Processes in Service Operation LEARNING OBJECTIVES • Event Management Participants will gain practical skills in the following areas: • Incident Management • Processes across the Lifecycle which support • Request Fulfillment Operational Support and Analysis • Access Management • A deep understanding of the Service Operation • Problem Management Processes and Common Service Operation Activities, Functions in Service Operation including the design of metrics and integration • Technical Management into the overall Service Lifecycle • Applications Management • Service Functions including organizational structures, • IT Operations Management including IT Operations application of ITIL® principles, identifying required Control and Facilities Management documentation and measuring effectiveness. • Roles and Responsibilities in Service Operation including the place of Functions in the Lifecycle • Service Operation technology related activities • Implementing Service Operations • Understanding and analyzing Challenges, Critical Success Factors and Risks WHO SHOULD ATTEND The ITIL® V3 Service Operation and Analysis Capability course is appropriate for individuals who: • Need to understand how IT Operations may enhance the quality of Service Support within their organization. 56 www.procept.com
  • 57. ITIL® V3 Service Transition The Office of the Government Commerce, UK (OGC - the official PREREQUISITE owner of ITIL® commissioned a program to review the best practice This qualification is only available to candidates who hold the framework (referred to as ITIL® V2) for managing information V3 Foundation or Foundation Bridge Certificate in IT Service technology and systems activities. The result was the launch of five Management. core books in May 2007, referred to as ITIL® V3, for the practice of Service Management in Information Technology. MATERIALS The 3-day ITIL V3 Transition course is an independent certification ® You will receive a course binder containing course notes, exercises, and also prepares the candidate for the Managing through the and suggested solutions. Lifecycle and ITIL® Expert certifications. This course covers Transition processes, common activities, technology, organization, WHAT YOU WILL LEARN and implementation issues. All Procept ITSM instructors and courses are certified through the Information Systems Examination Board Key Principles in Service Transition which provides examinations on the last day of the course. • Communications • Technology You will gain detailed knowledge of the contents of the ITIL® V3 • Organization and Managing Organizational Change Service Transition publication. The lectures and exercises in this • Implementation class will provide you with both the information that you need and practice in applying the important Service Transition principles. Processes in Service Transition During this course we will explore the details of managing transition • Configuration Management in an Information Technology organization. We’ll cover Best Practice • Change Management methodologies aimed at ensuring your understanding all of the • Release & Deployment Management principles, processes, and activities necessary to ensure smooth • Knowledge Management entry of new or changed products into production. • Service Validation & Testing • Evaluation The partner Capability course, Release, Control and Validation, provides more detailed information on the design of Service Transition activities to ensure that they support the overall Service Lifecycle. LEARNING OBJECTIVES Participants will gain practical skills in the following areas: • Service Transition Principles • Service Transition Processes and activities • Service Transition organization and roles • Technology for Service Transition • Implementing Service Transition • Understanding Challenges, Critical Success Factors and Risks WHO SHOULD ATTEND The ITIL® V3 Service Transition Lifecycle course is appropriate for individuals who: • Require a detailed understanding of Service Transition principles, Processes, and activities. • Are working in, or about to enter, an IT Service Transition environment. • Require a detailed understanding of ITIL® Service Transition. • Are seeking an ITIL® Expert certification in order to gain the benefits of ITIL® principles throughout their organization. • Are seeking an ITIL® Advanced Level certification. • This may include but is not limited to, IT professionals, business managers and business process owners. 1.800.261.6861 or 416.693.5559 57
  • 58. BUSINESS CONTINUITY MANAGEMENT Procept Associates offers three Business Continuity Management courses, intended for (but not limited to) those who are involved in the Business Continuity planning, implementation, day to day maintenance, and those who will act in the event of a disaster. Each course is available individually or can be offered on-site at your company. Learn a hands-on approach to effective Business Continuity planning. The courses promote a hands-on approach to Business Continuity Management, making use of current standards, enabling you to make immediate use of the module upon return to your organization. You will leave class with the information you need to participate in Business Continuity Management projects, exercise and review plans, and recovery operations. The courses provide an understanding of: • The function of and the need for Business Continuity Management within an organization • The Business Continuity Management lifecycle • The main components of a Business Continuity Management program • The need for Risk Assessment within Business Continuity Management • Options for the development of a Business Continuity Management strategy • How to prepare and develop plans for a Business Continuity Management response • The need for exercising, maintenance and review of plans • The need for embedding Business Continuity Management awareness within the organization Accreditation All of our Business Continuity Management courses are accredited through The Information Systems Examinations Board (ISEB), a division of the British Computer Society. ISEB was created in 1990 from the Systems Analysis Examinations Board (which was set up in 1967). ISEB administers examinations and issues certificates in a variety of subjects in the field of information systems engineering. The aim of the Information Systems Examination Board (ISEB) is to raise the standard of competence and performance of those working in IT. It does this by offering a range of relevant industry recognized qualifications. You will receive an internationally recognized “Practitioner in Business Continuity Management” certificate after the successful completion of the exam on the last day of The Comprehensive Business Continuity Management Seminar. Fundamental Business Continuity Business Continuity Management Essentials Awareness 3 day 1 day Professional The Comprehensive Business Continuity Management Seminar 5 days 58 www.procept.com
  • 59. Business Continuity Management Awareness As much as you would like it, life never goes to plan. Normally in WHO SHOULD ATTEND business, you encounter and resolve problems in your stride. This seminar in Business Continuity Management is intended for (but However, would you be able to keep your business running in the face of a major disaster? not limited to) those in Senior and Executive Management role who are responsible for the implementation or maintenance of Business There are numerous risks that can threaten the continuity of your Continuity Plans, including: business. Beyond social unrest and unstable marketplace, have you • Business Managers reviewing and/or approving Business considered power price-spikes or shortages, denials of site or data Continuity and Disaster Recovery plans. access, even biological, chemical or bomb-threats? What happens if • Line Managers providing staff or other resources to a critical vendor goes down or if productivity plummets with a sector- Business Continuity Planning efforts. wide industrial strike? • Business staff in organizations which practice Business Business continuity management attempts to answer these questions. Continuity Management. It’s essence is to ensure that business operations continue to function • Service Provider staff members who will be involved in even in the event of a disaster or emergency. Does your organization sales, marketing, or other support activities. currently have business continuity (BC) in place; is your BC strategy realistic enough to offer practical solutions in the time of crisis? In PREREQUISITE your last emergency, did you invoke your business continuity plan There is no prerequisite for this course. It functions as a stand-alone at all and how would you measure its success? For those that would course. are in the process of preparing continuity plans, or are unsure if their current plans will work for them in an emergency, this program has MATERIALS been specifically designed for you, using leading-edge methodology to refocus and enhance your BCM efforts! Each participant will receive a course binder containing copies of presentation slides, case studies, exercises, and suggested The 1-Day Business Continuity Management Awareness course is solutions. intended for (but not limited to) those who will authorize and approve Business Continuity planning efforts, manage staff responsible for WHAT YOU WILL LEARN implementation and day to day maintenance, and who may have a Introduction, Initiation, Planning high level role to play in the event of a disaster It contains a number • Where do we start, who should be involved, and what’s of practical sessions, designed to build on the ‘taught’ components of included? the module, and to encourage debate and the sharing of knowledge and experience between students. Requirements Gathering • What do we need to protect against, how much will we Students will leave the class with the information they need to lose, what MUST be protected? understand Business Continuity Management, appreciate the value to the business in cost avoidance and risk reduction, and to support Continuity Strategy, Creating Continuity Plans and Preparing to your Business Continuity Project and Recovery teams. Execute • What should we do if the worst happens and how should LEARNING OBJECTIVES we do it? This 1-day workshop will enable participants to have an “Training and Awareness”, “Exercise, Maintain, Review”, and understanding of: Invocation • The function of and the need for Business Continuity • How do we make sure that we can act when the time Management within an organization. comes? • The Business Continuity Management Lifecycle • What do we do when the worst happens? and the key components of a Business Continuity Management program. • The value of Risk Identification and Assessment. • Potential Business Continuity Management strategy options. • A high level overview of the plans that form a Business Continuity Management response and how those plans can be kept up to date. 1.800.261.6861 or 416.693.5559 59
  • 60. Business Continuity Management Essentials As much as you would like it, life never goes to plan. Normally in WHO SHOULD ATTEND business, you encounter and resolve problems in your stride. The qualification promotes a hands-on approach to Business However, would you be able to keep your business running in the Continuity Management, making use of current international face of a major disaster? standards, enabling candidates to make immediate use of the There are numerous risks that can threaten the continuity of your module on their return to their organizations. business. Beyond social unrest and unstable marketplace, have you This seminar in Business Continuity Management is intended for considered power price-spikes or shortages, denials of site or data (but not limited to) those who are involved in the areas of information access, even biological, chemical or bomb-threats? What happens if security and information assurance, including: a critical vendor goes down or if productivity plummets with a sector- • Business Managers involved in the establishment of wide industrial strike? Business Continuity and Disaster Recovery plans. Business continuity management attempts to answer these questions. • Line Managers providing staff or other resources to It’s essence is to ensure that business operations continue to function Business Continuity Planning efforts and Business even in the event of a disaster or emergency. Does your organization Process Managers who will interact with the Business currently have business continuity (BC) in place; is your BC strategy Continuity Process.. realistic enough to offer practical solutions in the time of crisis? In • IT Operations, Service Support, and Service Delivery your last emergency, did you invoke your business continuity plan Managers. at all and how would you measure its success? For those that would • Business staff who will provide input to the Business are in the process of preparing continuity plans, or are unsure if their Continuity Planning effort. current plans will work for them in an emergency, this program has • Any individual who will plan a role in Recovery efforts. been specifically designed for you, using leading-edge methodology • Service Provider staff members who will be involved in to refocus and enhance your BCM efforts! Recovery or Return to Normal activities. The 3-Day Business Continuity Management Essentials course is PREREQUISITE intended for (but not limited to) those who will play a part in Business Continuity planning, implementation, day to day maintenance, and There is no prerequisite for this course. It functions as a stand-alone who may have a role to play in the event of a disaster It contains course. a number of practical sessions, designed to build on the ‘taught’ components of the module, and to encourage debate and the sharing MATERIALS of knowledge and experience between students. Each participant will receive a course binder containing copies Students will leave the class with the information they need to of presentation slides, case studies, exercises, and suggested understand and cooperate with Business Continuity Management solutions. Projects and to participate in Recovery operations. WHAT WILL YOU LEARN LEARNING OBJECTIVES Day 1: Introduction, Initiation, and Planning and Requirements This 3-day workshop will enable participants to have an Gathering understanding of: • Where do we start, who should be involved, and what’s • The function of and the need for Business Continuity included? Management within an organization and why Business • The Business Continuity Management Lifecycle. Continuity Management awareness must be embedded • Identifying and communicating the need for Business within the organization. Continuity Planning. • The Business Continuity Management Lifecycle and the • Understanding the necessary organizational and main components of a Business Continuity Management governance. program • Using Project Management methodologies to plan and • The need for Risk Assessment within Business Continuity implement BCP. Management • What do we need to protect against, how much will we • Business Continuity Management strategy options. lose, what MUST be protected? • The plans that form a Business Continuity Management • Learn the Business Impact Analysis methodology, used response to determine the value of Business Processes and • The need for Exercising, Maintenance and Review of all identify those which are Mission Critical. plans. • Identifying threats to your organization and objectively determining your level of risk. 60 www.procept.com
  • 61. Day 2: Continuity Strategy, Creating Continuity Plans, and Preparing to Execute • What should we do if the worst happens and how should we do it? • Understand how the information from the Requirements Gathering stages is used to evaluate and select strategic options to protect your business. • Learn how to identify and select Risk Reduction and Recovery measures for Business Processes, supply chains, and technology. • Understand the contents and objectives of the various plans required. Lean why they are required, how they are used, and how they will be maintained. • Incident Management • Business Continuity • Invocation • Disaster Recovery • Business Resumption • Return to Normal Operation • Learn how plans are built, tested, exercises and how schedules for testing, exercising, awareness, and training are developed. • Identify the people, skills and knowledge necessary to test, deploy, and maintain all plans. • Conduct the initial exercises and tests, adjusting the documents as required. Day 3: “Training and Awareness”, “Exercise, Maintain, Review”, Invocation, and Wrap up How do we make sure that we can act when the time comes? • What do we do when the worst happens? • Understand the importance of Change Control as applied to Continuity Planning. • Lean how ongoing awareness sessions, keeping the materials up to date, and ensuring that all parties are familiar with their responsibilities will help support Continuity Planning over the long term. • Staying in touch with other parties to the plans, holding regular reviews to ensure that documentation is up to date at all times, and conducting audits. • See how the Training, Testing, Exercise and Review schedules are put to use. • Walk through the use of plans in a disaster, determine how to “Return to Normal: and how to review actions after the fact. • Lean how actions are reviewed after the event if necessary. • Review of all materials with highlights on key points. 1.800.261.6861 or 416.693.5559 61
  • 62. The Comprehensive Business Continuity Management Seminar As much as you would like it, life never goes to plan. Normally in WHO SHOULD ATTEND business, you encounter and resolve problems in your stride. The qualification promotes a hands-on approach to Business Continuity However, would you be able to keep your business running in the Management, making use of current international standards, enabling face of a major disaster? candidates to make immediate use of the module on their return to There are numerous risks that can threaten the continuity of your their organizations. business. Beyond social unrest and unstable marketplace, have you This certificate in Business Continuity Management is intended for considered power price-spikes or shortages, denials of site or data (but not limited to) those who are involved in the areas of information access, even biological, chemical or bomb-threats? What happens if security and information assurance, including: a critical vendor goes down or if productivity plummets with a sector- • Business Managers involved in the establishment of wide industrial strike? Business Continuity and Disaster Recovery plans. Business continuity management attempts to answer these questions. • Business Assurance and Risk Managers It’s essence is to ensure that business operations continue to function • All staff members of organizations which provide even in the event of a disaster or emergency. Does your organization Business Continuity facilities. currently have business continuity (BC) in place; is your BC strategy • Internal and External Auditors, and Business Process realistic enough to offer practical solutions in the time of crisis? In Consultants and Managers. your last emergency, did you invoke your business continuity plan • IT Operations, Service Support, and Service Delivery at all and how would you measure its success? For those that would Managers. are in the process of preparing continuity plans, or are unsure if their • Continuity Planning Project Managers and team current plans would work for them in an emergency, this program has members. been specifically designed for you. Use leading-edge methodology • Business Continuity Coordinators, Recovery Team to refocus and enhance your BCM efforts! members. The Practitioner Certificate in Business Continuity Management is PREREQUISITE intended for (but not limited to) those who are involved in the Business Continuity planning, implementation, day to day maintenance, There is no prerequisite for this course. It functions as a stand-alone and who will act in the event of a disaster. It contains a number of course. practical sessions, designed to build on the ‘taught’ components of the module, and to encourage debate and the sharing of knowledge MATERIALS and experience between students. Each participant will receive a course binder containing copies Students will leave the class with the information they need to of presentation slides, case studies, exercises, and suggested participate in Business Continuity Management Projects, exercise solutions. and review plans, and participate in Recovery operations. WHAT WILL YOU LEARN LEARNING OBJECTIVES Day 1: Introduction, Initiation, and Planning The 5-day Comprehensive Business Continuity Seminar will enable • Where do we start, who should be involved, and what’s participants to have a detailed understanding of: included? • The function of and the need for Business Continuity • The Business Continuity Management Lifecycle. Management within an organization • Identifying and communicating the need for Business • The Business Continuity Management Life-cycle Continuity Planning. • The main components of a Business Continuity • Creating appropriate organizational and governance Management programme structures and ensuring that all required stakeholders are • The need for Risk Assessment within Business Continuity involved. Management • Using Project Management methodologies to plan and • The options for development of a Business Continuity implement BCP. Management strategy Day 2: Requirements Gathering • How to prepare and develop plans for Business • What do we need to protect against, how much will we Continuity Management response lose, what MUST be protected? • The need for exercising, maintenance and review of plans • Conducting Business Impact Analyses to determine the • The need for embedding Business Continuity Management value of Business Processes and identify those which are awareness within the organization Mission Critical. 62 www.procept.com
  • 63. • Identifying threats to your organization and objectively Day 5: Wrap up and Examination determining your level of risk. • Review of all materials with highlights on key points. • Developing a Business Case to justify BCP. • Practice examination, self graded to allow you to be clear • Obtaining agreement to proceed. on how the examination will be marked. • Examination for ISEB Practitioner Certificate Examination Day 3: Continuity Strategy, Creating Continuity Plans and in Business Continuity Management: Preparing to Execute • Total Time: Three (3) hours • What should we do if the worst happens and how should • Total Questions: Ten (10) multiple choice questions (1 we do it? mark each) • Using the information from the Requirements Gathering • Six (6) short answer questions (5 marks each) stages, evaluate and select strategic options to protect • Three (3) essay questions. (20 marks each) your business. • Passing Grade: 65% • Learn how to identify and select Risk Reduction and • Time is split between two sections. Recovery measures for Business Processes, supply • Section 1 includes the multiple choice short answer chains, and technology. questions. There are a total of forty marks in Section 1. • Work through the various plans required, understanding • Section 2 has the three essay questions their contents, why they are required, how they are used, and how they will be maintained. • Incident Management • Business Continuity • Invocation • Disaster Recovery • Business Resumption • Return to Normal Operation • Build testing, exercising, awareness, and training schedules • Identify and develop the people, skills and knowledge necessary to test, deploy, and maintain all plans. • Conduct the initial exercises and tests, adjusting the documents as required. Day 4: “Training and Awareness”, “Exercise, Maintain, Review”, Invocation • How do we make sure that we can act when the time comes? • What do we do when the worst happens? • Accept the planning documents and initiate Change Control. • Conduct ongoing awareness sessions, keeping the materials up to date, and ensuring that all parties are familiar with their responsibilities. • Ensure that all participants are able to meet their responsibilities. • Staying in touch with other parties to the plans, holding regular reviews to ensure that documentation is up to date at all times, and conducting audits. • Execute the Training, Testing, Exercise and Review schedules. • Use the Continuity Plans during a Disaster. • Determine how to “Return to Normal”. • Review actions after the event if necessary. 1.800.261.6861 or 416.693.5559 63
  • 64. Instructors Keith Farndale, MBA, PEng, PMP is President of Procept. He is also an adjunct lecturer in the MEng program in the Faculty of Engineering. Prior to his current roles, he spent a 20-year career in the management of industrial construction projects. Keith was President of the Southern Ontario Chapter of the Project Management Institute, receiving an Outstanding Contribution award. He has been a member of the Project Management Forum of the Conference Board of Canada and the advisory board for the ProjectWorld Canada conference. He is a member of Ontario Council of Construction Users and Canadian Society for Training and Development. Keith believes that his courses have prepared more people for the PMP exam than any other course in Canada. Terry Aldebert, CBAP CAPM is a Senior Consultant with Procept. Terry has worked as a business analyst and a project manager in banking (electronic banking, mortgage, insurance), government, and regulatory not-for-profit. Her focus was often in process improvements. She was Project Manager for a call centre for municipal information and operations. Terry is a Certified Business Analysis Professional and a Certified Associate in Project Management, holds a diploma in applied science, and is currently completing a degree in geography and politics. She has been trained on Six Sigma and Lean methodologies, and is a member of IIBA and PMI. Terry consults in Business Analysis, and designs and instructs courses in our certificate program at University of Toronto and elsewhere. Elizabeth “Liz” Barclay, ITIL® Expert is a Managing Consultant and Instructor with Procept. Prior to Procept, she spent 15 years in IT operations and several years in IT Service Management. In that latter role, she has been implementing ITIL® and other best practice frameworks. This has included assessing service management processes, authoring business cases for process improvements; executing the development, improvement and implementation projects themselves; and integrating processes and tools such as BMC Remedy to provide governance to live IT operations. Her work has been in Canada, the US and abroad. Liz is accredited with ISEB, and is a member of the IT Service Management Forum. Nicole Conboy, BA, ITIL® Service Manager v2-3 certified; is a Senior IT Service Management Consultant and Instructor with Procept. She has provided IT Service Management consulting and training for over 13 years to a variety of North American and world-wide organizations. Nicole’s experience ranges from assessment to design to implementation and ongoing management of a variety of IT initiatives designed to meet the client needs. All of Nicole’s projects significantly improved the productivity of the IT staff; the quality of IT services delivered and fostered a better relationship with their internal and external customers. She is a member of the board of directors for the IT Service Management Forum (itSMF) Southern Alberta Branch and speaker, meeting and regularly promoting IT Service Management (ITIL®) best practices. Darya Duma, PEng, PMP, PRINCE2 Practitioner is a Vice-President with Procept, managing our project management (PM) consulting business, and is Quality Manager responsible for maintaining our ISO 9001 registration. Practice areas include PM methodology design, PM software implementation, and course design and delivery. Darya is a member of the PMI REP Advisory Board, and an ISO committee for a PM standard. She is Program Director for our 10-day Mechanical Contracting Project Management course at University of Waterloo, and she instructs our courses at several universities. She was a practicing Project Manager for over 10 years, with extensive international experience, including developing national and international standards for CSA and ISO, and managing elevator installations for a mechanical contractor. Mary J Hand, BA is a Senior Business Analyst Instructor / Consultant with Procept. She joined Procept following 18 years in business analysis, program management, project management, marketing and communications, operations, and training roles in the financial and retail industries. Mary held roles in global custody operations and IT departments where her focus was on the large-scale implementation of a global, multi-currency, trust accounting platform at several banks and trusts in Toronto and New York City. Mary has an Honours BA, and is working towards a Marketing certificate from the Canadian Institute of Marketing. She is a member of the International Institute of Business Analysis, and is pursuing her Certified Business Analyst Professional designation. Alex Jalalian is a senior consultant with Procept. He is also a visiting lecturer at the ecole de management in Grenoble, France, teaching project management to part-time and full-time MBA students. He worked for 20 years within the IT and Telecom industries in Switzerland, with management assignments including software and system engineering in development, product management in marketing, program management in R&D, and strategy and marketing management in new product development. Alex holds a bachelor degree in computer science with mathematics from University of London and a postgraduate certificate in international management from London Business School. He is now a doctorate candidate at Grenoble, researching project management within Technology and Innovation Management. 64 www.procept.com
  • 65. Sola Oduko, MSc, MBA, ACA, CEng, ISP, PMP is Vice-President and Director of African Operations for Procept. Sola has 20 years experience in IT service management (ITSM), business analysis (BA), project management, strategy formulation and implementation, budget development and administration, risk analysis and management, business process redesign, contract negotiation, business continuity and disaster recovery management, using various best practice frameworks such as PMBOK, in several countries. Sola holds the ITIL Expert accreditation in ITSM. He is responsible for the ITSM practices at Procept. He designs and instructs project management, business analysis, and ITSM courses, and he undertakes consulting assignments in assessments, maturity, and process redesign. David Penney, B.Sc., CET, CPlasT, CMQ, PMP is a Senior Instructor for Procept. His project management and operational experience started in military engineering and continued in wholesale, retail, and manufacturing businesses. With superior computer skills in Microsoft Office and Microsoft Project, he instructs in those software tools, is a certified Myers-Briggs facilitator, and instructs our Project Risk management course at university customers. David is a member of the Project Management Institute, is active in the new PEI potential chapter. He has been very active in the Association of Certified Engineering Technicians and Technologists and the Canadian Manufacturers & Exporters, and has been a member of the American Society for Quality and the Institute of Industrial Engineers. Janice Petley, BA, BEd, MBA. PMP is the Director of Atlantic Canada for Procept. With over 20 years of project management experience, Janice teaches public and in-house project management courses on the east coast and elsewhere in Canada. Her typical assignments are definitely PM, but are anything but “typical” PM. For example in 2003, Janice played a key role on the SARS benefit concert in Toronto with the Rolling Stones. She has created and organized events for CIBC, Chrysler Canada, BMW, Telus, World Youth Day (Pope’s visit to Toronto), the Muscular Dystrophy Association, the Canada Games, and Special Olympics International. Drawing upon this experience, Janice provides scenarios in her training which are interesting and accessible to a wide variety of people and organizations. Michael Stefanovic, MBA, PEng, PMP is a Principal with Procept. Prior to joining Procept, Michael had 23 years of hands on project management experience in process industries and real estate, followed by two years as a full time faculty member at Ryerson University. Michael conducts project management courses through several Canadian universities, as well as for direct clients of Procept, in Canada and overseas, in English and French. He also provides project management consulting services to clients in various industries. Extended Faculty Celia Desmond Darin Degenstein Alex Jalalian Ralph Kuhn Max Locke Karen MacNeil Gillian McCleary Keith Sarre Anthony Tsoukanas Ini Umoren Ted Young 1.800.261.6861 or 416.693.5559 65
  • 66. University Partners and Professional Accreditations Many of our courses are offered to the public at educational institutions. For more information, contact us or contact the institutions listed below: Collège Communautaire de Nouveau.Brunswick Simon Fraser University Toll.free: 1.888.664.1477 Management and Professional Programs–Continuing Studies Telephone: 506.856.2220 Telephone: 778.782.5095 E.mail: student.services@gnb.ca E.mail: mpp.info@sfu.ca Dalhousie University University of Calgary College of Continuing Education Continuing Education Telephone: 902-494-2526 Toll-free: 1-866-220-4992 E-mail: cte@dal.ca Telephone: 403-220-2988 Holland College University of Waterloo Toll-free: 1-800-446-5265 Continuing Education Telephone: 902-629-4217 Telephone: 519-888-4002 E-mail: info@hollandc.pe.ca E-mail: conted@uwaterloo.ca We hold accreditation from the following organizations: ® 66 www.procept.com
  • 67. Selected Client List Abitibi-Price Inc. Grand & Toy PEI Conservatory Accenture Grand River Conservation Authority PEI Department of Business & Technology Accubid Systems Limited Grand River Hospital Placer Dome AGFA Graphics Microsystems Inc Powerex Corporation Alcatel Canada Inc. Greater Toronto Airports Authority Prof. Engineers of Ont - Hamilton Chapter Algorythmics GS Telecom Project Controls Group Inc. Aliant Guelph Hospital Project Management Institute American Express H. A. Simons Ltd. ProjectWorld/BusinessAnalystWorld Aryana Industrial Development Group Hatch Public Works and Government Services Asea Brown Boveri Inc. Hemlo Mines Purolator Courier Ltd. Babcock and Wilcox Hewlett-Packard Canada Ltd. Radian Group Bank of Montreal Honeywell Engines and Systems Rahbaran (Iran Oil Ministry) Bank of Nova Scotia Honeywell Homes and Buildings Regional Municipality of Waterloo Bell Aliant Honeywell Industrial Automation/Control Reuters Information Services BFC Industrial Hong Kong Polytechnic University Royal Bank of Canada Bruce Power LP Humber River Regional Hospital RPA Group Calibre Engineering Hummingbird Communications Saint Mary’s University Camilion Software Husky Injection Moulding Scarborough Hospital Canada Customs and Revenue Agency IBM Canada Schlumberger Canadian Forces Construction Engineers IMB Bank Schulich School of Business Canadian Imperial Bank of Commerce Inco Limited Sears Canada Inc. Canadian Precast Concrete Institute Infrastructure Ontario Sierra Systems Canadian Standards Association International Institute for Learning Simon Fraser University Carleton University Iron Ore Company Sir Sandford Fleming College CGI Group Inc. Jacques Whitford SITA City Business Computers Kinectrics Inc. St. Francis Xavier University City Express Bank L3 Communications Wescam St. Michael’s Hospital City of Toronto Labatts Stantec Inc City of Vaughan Manitoba Department of Transport Steelcase Clarica Markel Insurance Stelco Clemson University McGill International Management Institute Technical Standards and Safety Authority CN Rail McMaster University Technology Derivatives Credit Valley Hospital McMillan Binch law firm Teranet Land Information Services Daniels Corporation MDA Space Systems Tescor Energy Services Inc. Dare Foods Ltd. MDS Sciex Texas A&M University DeBeers Mechanical Contractor Assoc. of Canada Toronto Dominion Bank Delisys Delivery System Inc. Memorial University of Newfoundland Toronto Hydro Department of Justice, NWT Mohawk Council of Akwesasne Toronto Region Conservation Authority Design Modules Morrison Hershfield Town of Markham Dorman Long Engineering Ltd Mother Parker Town of Parry Sound Earth Tech Canada Inc. National Petrochemical Company of Iran U of T Rotman School of Management Eastern Michigan University NCR Canada U of Toronto Faculty of Engineering Electrohome Netco Ltd Unilever Enbridge Consumers Gas New Brunswick Community College Union Merchant Bank Environment Canada Northland Power United Systems Solutions Equitable Life Nova Scotia Association of Architects Universite Laval ESI Canada Nova Scotia Construction Association University of Calgary ESRI Canada Novartis Animal Care University of Lethbridge Federal Mortgage Bank Ontario Aerospace Council University of New Brunswick Financial Models Company Inc. Ontario College Application Services University of Saskatchewan Food Inspection Agency Ontario Lottery and Gaming Corporation University of Victoria Frito-Lay Canada Ontario Power Generation Inc. University of Waterloo Georgian College Ontario Realty Corporation University of Winnipeg Geosyntec Inc. Ontario Tobacco Research Group Virgin Atlantic Airways Gore Mutual Insurance Parks Canada York Region Transportation and Works 1.800.261.6861 or 416.693.5559 67
  • 68. Business Analysis Business Continuity Management IT Service Management Project Management www.procept.com Precision meets Expertise. Toll-free: 1.800.261.6861 Telephone: 416.693.5559 Fax: 416.693.0609 E-mail: info@procept.com