Part 2 of 2 in the CompTIA Project+ series, covering the fundamentals of IT project management. You will learn pre-project setup; project planning; project execution and delivery; change, control, and communication; as well as project closure. This course is intended for those who have little to no experience that want to pursue a career in project management, and those who wish to learn the fundamentals of good project management. No IT experience is required. This course covers the following PMBOKÂ® Process Groups: Executing, Monitoring and Controlling, Closing. This course covers the following PMBOKÂ® Knowledge Areas: Project Human Resource Management, Project Communications Management.
Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.
The Communications Plan Hi, welcome to TrainSignal. My name is Bill and this lesson is The Communications Plan. In this lesson, we're going to talk about why we need a communications plan, its importance and why we have to have them. We'll take a look at the purpose of the plan, the different things that it's going to provide us with and how it's going to help us from day-to-day. Then we will look at preparing a communications plan to gather up what we need, the information we need and take a look at the who, what, why, when and how. After that, I'm going to go ahead and I'm going to show you a communications plan template. This will hopefully help you out. Again, it's a starting place. Maybe your project is going to need more things than we have on this template, but it's a good place to start. Then we're going to talk about meetings. Yeah, meetings. You heard me. We'll go ahead and take a look at that and talk about why meetings are important and why we have to have them. And lastly, we're going to address some special communications needs. There are going to be times when you'll have to kind of think outside the box. You really have to work hard to make sure you're meeting everybody's communication needs. Lot of fun, isn't it? And we're going to go ahead and let's get started.
The Procurement Process Hi, welcome to TrainSignal, my name's Bill and this lesson is the Procurement Process. In this lesson we will go ahead and discuss the procurement process, the process of acquiring the things, goods, and services that we need for our project. We'll take a look at procurement planning inputs, the things that we need to plan and create our procurement management plan. We'll take a look in further depth at procurement planning by using tools like a make or buy analysis, this is where we will decide whether we want to produce something internally or get something from an external source. We'll take a look at purchase planning, whereby we will prepare to procure goods and services from outside sellers. We'll take a look requests for information which is just what it sounds like, it's a request for information, it's just fact finding, gathering information. We will discuss a request for proposal where vendors will try and tell us how they can meet our needs. We'll also look at request for quote which is very simple, it's just a straight-up price for something. Next, we'll talk about proposal evaluation. We've gotten a bunch of proposals from people now we need to figure out how to choose, how to pick which one we want. When exploring procurement of goods and services from an outside source we also can request seller response. This is going to put the burden on the seller, not necessarily as much on us. Finally, we'll talk to vendor selection. We'll go ahead and figure out, okay, which of these vendors is right for us. Who are we going to use? And once we've selected that vendor we need a contract and we will take a look at contract types. All right, why don't we go ahead and get right to it.
Risk Management Planning Hi, welcome to TrainSignal. My name's Bill and this lesson is Risk Management Planning. In this lesson we're going to start by talking about managing risk and the importance of risk management planning. We'll take a look at the steps involved in doing that in creating our risk management plan. We'll learn how to identify risks, the different types of risk and methods used to identify that risk. Next we'll talk about how to create a risk register. And a risk register, quite simply, contains information about our risk. Things like a description and possible solutions, counter measures. From there we'll talk about qualitative risk analysis. We'll learn about prioritizing our risk and learn to use a tool called the Risk Probability and Impact Matrix. This will help us with that qualitative risk analysis. Next we'll look at quantitative risk analysis. We'll take the more serious risk that we have identified with our probability and impact matrix, and learn to put a dollar amount to it so that it will help us to create a risk ranking. Once we've identified and prioritized our risk, we'll learn how to develop risk response. How to deal with this risk. And we have four techniques: avoidance, transfer, acceptance, and mitigation. Alright, let's go ahead, and let's get started!
The Quality Management Plan Hi welcome to TrainSignal. My name's Bill and this lesson is The Quality Management Plan. In this lesson we're going to start with a discussion of quality planning. Quality planning is the process of identifying the quality standards for your project. We'll give you an overview of the quality management plan and the things you need to do to create one. Next we'll take a look at defining quality requirements. The acceptance criteria for our project. Quality control, where after defining the quality requirements, we define how we're going to meet them and quality assurance, the process of making sure that that product or service being developed is meeting those specific requirements. From there we will talk about the cost of quality. Prevention costs, appraisal costs, and failure costs. We will take a look at a couple of tools that we have to help us with quality control. Our Pareto diagrams and our Ishikawa diagrams. And lastly, dispute resolution. How do we deal with disagreements about the quality of our deliverables? All right let's go ahead and let's get started.
The Project Management Plan Hi! Welcome to TrainSignal. My name's Bill and this lesson is The Project Management Plan. In this lesson, we're going to start with an overview of the project management plan. Everything that we have done to this point has gotten us to the creation of the project management plan. Now it's time for us to put it all together. We'll examine the inputs to the project plan, everything that we need to create that plan. We'll talk about something new, a new plan, our transition plan. Then we'll look at assembling the project plan, putting all of these pieces together into one cohesive unit, and that doesn't mean just shoving everything into a binder. We'll examine the change control process. We have to regiment the way that changes are made to the project plan. If there's one thing I've tried to stress through this course, it is that project management is iterative. You have to be able to change these things. These documents are going to change as your project continues. Once our plan is assembled we have to present it to our team, to our stakeholders. We'll have a formal plan review, to get the plan approved, and then, our kick-off meeting for everybody, get everybody energized and excited about starting the actual work of the project. Sounds like a lot of fun, doesn't it? Let's get started.
The Project Team Hi, welcome to TrainSignal. My name's Bill, and this lesson is The Project Team. In this lesson, we're going to start by talking about creating the project team. Finding the right people, the qualified resources for our project. From there, we'll go ahead and talk about identifying the resource requirements. What exactly do we need? What are the people, and what are the resources that we need for our project? Then we'll talk about assessing skills of those potential people. We'll look at the team members availability. Can they actually be available to work on our project? And next, we're going to talk about the qualities of leadership. The things you need to do, to be not only an effective project manager, which of course is what this entire course is about, but to be a leader. Then we'll talk about developing the team. How we go ahead and improve the entire team quality. And also developing a sense of teamwork. From there, we'll talk about managing virtual teams. In today's environment, this is something that is very, very common. We'll talk about performance appraisals. And then issues with performance. And conflict. The sources of conflict. Conflict is going to happen. Not everybody's going to see eye to eye. We'll take a look at the approaches to conflict resolution. We'll talk about how to deal with wavering project support from your sponsor or customers. And, how to manage the customer and sponsor. The relationship with them, and how to keep them happy throughout the life of the project. It's a lot of work, I know. So let's go ahead and let's get going.
Change Management Hi, welcome to TrainSignal. My name's Bill and this lesson is Change Management. In this lesson we will begin with the discussion about the need for change management. We need change management to ensure the project remains under control. Next, we'll talk about scope creep, or uncontrolled changes to the project scope. From there we'll take a look at the change control process. We'll talk about its importance in identifying the elements necessary to have good change control, and one of the those elements being the change request form. At this point, I will share with you a change request form template that I've created. It's included on the disc for you to have and use however you want. After that we will evaluate the impact of change on the scope, on the schedule, and on the budget among other things. And once we've evaluated that change request, it's time to make a decision. We'll accept the change, reject it, or defer the decision for another time; and once we've made that decision, we need to communicate those changes to the affected parties. Let the appropriate people know how the changes will affect them and the project. From there we need to document our changes, keep a record of the change process and all the actions taken, and, of course, the next step is executing those changes, actually doing the work. Once we've accepted change, we have to make sure that we update any project plans or components. Things like risk plan, perhaps, or the quality management plan. And if we've affected the budget, the schedule, or the scope, we'll need to update those documents, as well. And, lastly, we'll be talking about taking corrective action. When things don't go according to plan, how will we get our project back on course? Sounds like a lot of work, and it is, so why don't we go ahead and get started?
Tracking and Reporting Hi, welcome to TrainSignal. My name's Bill, and this lesson is Tracking and Reporting. In this lesson, we're going to discuss monitoring our project. We'll take a look at what do we monitor, when do we monitor and how do we monitor. We'll talk about cancelling a project, something that nobody wants to do, but is sometimes necessary, and monitoring our schedule. We'll also take a look at negotiation. At that point, we'll take a look at performance reporting in the terms of reviews, reports and performance meetings. We'll talk about issue logs, and we'll talk about the earned value analysis. This will be one of the most important parts of this entire lesson, calculating our earned vale. We'll look at variance analysis and trend analysis. I know I don't have to say it, so let's go ahead and let's get started.
Closing the Project Hi, welcome to TrainSignal. I'm Bill and this lesson is Closing the Project. We're going to start this lesson with a discussion of project closure, what it is and its importance, how important it is for us to go ahead and properly close our project. We'll take a look at when we close a project, different points at which that's important to us. The first thing we have to do in closing a project is determine whether or not the project was successful by assessing the deliverables. We need to have a transition plan. We'll take a look at that, transitioning the project from project management to project team over to operations. We'll look next at releasing resources, and we'll have to learn about closing contracts. We'll also need to collect our project documentation, gather up all the documents that we've created throughout the life of our project, which will also include our lessons learned. At the end of our project we're going to have a project review, and we will store all of our collected documents, all of our information, in the project archive; and the last thing we'll need to do is produce a final project report and if we're successful, we'll talk about recognizing success. Lots of fun stuff coming up. Let's go ahead and let's get to it.
Preparing for Your CompTIA Project+ Certification Exam Hi welcome to TrainSignal. My name's Bill and this lesson is; preparing for your CompTIA project plus certification exam. In this lesson we are going to begin with a brief exam overview. I'll give you information that you need to know about the exam; the exam code, the length of the exam, how many questions, what you need to pass. From there we'll talk about the exam objectives as they have been outlined by CompTIA; the things you need to know to pass the test. We'll also tell you where you can find that information as it maps to the exam objectives, which lessons you're going to find that information in, in this course. Next I'll give you a few study recommendations, things to think about when you're preparing for the test. And lastly some exam preparations. Things to do, again, things that help me, things that I have found useful before the test, the day of the test, while I'm taking the test. Just some tips and tricks and a little bit of advice.