Note: This is a three-day course from 8:00 a.m. - 5:00 p.m., June 07-09.

This course deepens the participant’s understanding of the four major project management phases of AV / Systems integration projects.  The course applies not only to individuals in the Project Manager / Project Coordinator positions but also those in Sales / Account Management, Sales Engineering, Installation / Operations, Lead Technicians, Service and supporting roles (Purchasing, Warehouse, etc.) within an organization.  The course provides insight and clarity into the authority and responsibilities associated with the key roles within a project: Client(s), General Contractors, Consultants, End Users, Sales, Engineers, Project Manager, Team members (Technicians, Programmers and Subcontractors), Purchasing, Warehouse, and Service / Support.  Includes a discussion on the challenges of managing multiple simultaneous projects and on the different facets of an organization which must be aligned to gain the full benefits of mature project management.  Although primarily structured for a commercial Systems Integrator, this course can accommodate and add value to the Project Management practices within Technology Management Organizations (TMO) within commercial and higher education entities.

1. Definitions – Projects vs. Repeatable Processes / Project Management / Project Roles and Responsibilities

2. Key Project Elements – Value / Outcome, Scope, Quality, Time, Cost, Risk and Profitability 

2.1. Prioritization and Alignment of Elements (Integrity)

2.2. Variance Thresholds

2.3. Typical Systems Project Lifecycle

3. Initiating / Proposal / Scope of Work

3.1. Needs Analysis / Client Success Criteria / Revenue Source

3.2. Site Survey / Drawings 

3.3. Estimates – Effort / Duration / Cost / Profit

3.4. Proposal / Statement of Work / Assumptions and Constraints

3.5. Risk Recognition – Contingency Reserves

3.6. Project Financial Concepts

3.7. Contractual / Payment Terms and Conditions

4. Planning (Post-Award)

4.1. Project Prioritization – Capacity Planning / Resource Management

4.2. Project Kick-off / Job Folder – Internal Kick-off Meeting

4.3. Scope Statement / Work Breakdown Structure

4.4. Final Engineering / Quality Standards / Specifications

4.5. Risk Identification / Analysis / Response Planning

4.6. Activity Definition / Sequencing

4.7. Client Walk-through / Client Coordination Meeting

4.8. Equipment and Materials Procurement

4.9. Resource Assignment

4.10. Schedule and Critical Path Development

4.11. Project Plan Development / Communication Plan / Change Control Plan

5. Implementation (Executing and Controlling)

5.1. Staging – Project Team Walk-through / Warehouse

5.2. Functional Tasks (Installation / Production / Programming/ Invoicing / etc.)

5.3. Job Tracking (Status / Progress / Forecast)

5.4. Project Reviews / Issue Escalation and Resolution

5.5. Change Control (Internal / Field Directed / External)

6. Commissioning / Transition to Service (Closing)

6.1. Demonstration / Testing / Training / Substantial Completion

6.2  Transition to Service / Warranty

6.3. Final Billing / Variance Analysis – Effort / Completion / Profit

6.4. Lessons Learned – Closing the Loop

7. Organizational Alignment / Commitment

7.1. Culture / Mission / Values / Ethics

7.2. Performance Management / Conflict Resolution

7.3. Key Performance Metrics / Problem Solving / Decision-Making