Course Catalogue




                     Precision meets Expertise.




Project Management   Business Analysis   IT Servi...
Letter from the President

On behalf of our faculty and staff, I welcome you to Procept Associates Ltd.

As you look throu...
Contents
Letter from the President ..........................................................................................
Corporate Profile

Who we are
Procept is a premier provider of professional training programs specializing in Project Mana...
In-House and Customized Training Solutions

For 21st century organizations that seek competitive advantage through investm...
Cerificates in Business Analysis and Project Management

CERTIFICATE IN BUSINESS ANALYSIS
Business analysis is an importan...
PROJECT MANAGEMENT COURSES

  Procept Associates offer eighteen specific Project Management Courses, enabling participants...
Advanced Microsoft Project

We have a new and improved version of this course!                      MATERIALS

Appropriate...
CAPM® Exam Preparation

This 3½ day course is designed as an intense preparation for those       •	 Create WBS
preparing t...
The Complete Project Management Seminar

Learn the project management body of knowledge in a 6-day                    •	 R...
Cost Management                                               •	 Virtual Teams
•	 Cost Estimating                         ...
Introduction to Project Management

Implementing project management processes has been directly                 Why Is Man...
Managing Project Risk

This 2-day course explores quantitative and qualitative techniques to       WHAT YOU WILL LEARN
ide...
Microsoft Project Essentials

We have a new updated version of this course, previously known              PREREQUISITE
as ...
Fine-Tuning the Project Plan
•	 Examining Resource Allocations over Time
•	 Manually Resolving Resource Over-Allocations
•...
PMP® and CAPM® Exam Preparation

If you are preparing for the examination for the Project Management             at Univer...
•	 Perform quantitative risk analysis
•	 Plan risk responses
•	 Monitor and control risks

Human Resources Management
•	 O...
Managing Successful IS Projects

This 3-day fundamental course is designed to give anyone involved          WHAT YOU WILL ...
PRINCE2® Foundation and Practitioner

PRINCE2®, “Projects in Controlled Environments”, is a project           •	   Managem...
Project Contracting Management

Procurement management, and especially contract administration,             PREREQUISITE
h...
•	   Product verification
•	   Work documentation
•	   Formal acceptance
•	   Procurement audits
•	   Exercise: lessons le...
Project Management Essentials

We have recently revised and improved this fundamental level 3-day        PREREQUISITE
cour...
Precision meets Expertise.
Precision meets Expertise.
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Precision meets Expertise.

  1. 1. Course Catalogue Precision meets Expertise. Project Management Business Analysis IT Service Management Business Continuity Management
  2. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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, ATT 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

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