According to the Project Management Institute, nearly 70% of projects fail to meet original goals due to shifting priorities, communication gaps, or unclear scope. For finance professionals tasked with managing complex initiatives, strong project leadership is essential. This course equips participants with proven project management strategies, along with practical applications using popular tools like Asana, to improve execution, alignment, and results. Whether managing one-off initiatives or multi-phase engagements, attendees will walk away with tools they can use immediately.
Course ID: PMEDRFC
Project Management Essentials: Delivering Results with Focus and Clarity
Learning Objectives
After completing this course, you will be able to:
- Indicate project goals, scope, and success criteria with clarity
- Select and develop structured plans with timelines, milestones, and roles
- Recall and communicate effectively with stakeholders to maintain alignment
- Recognize and monitor progress, manage risk, and adjust as needed
- Recall and apply mindset and focus techniques to reduce overwhelm and drive execution
- Recall and use project management tools and platforms to streamline task tracking and collaboration
Major Topics
- Goal-setting and scope definition to avoid drift and delays
- Timeline and milestone planning using modern project tools (Asana demo/examples included)
- Identifying risks and managing change throughout the project lifecycle
- Stakeholder communication: setting expectations, providing updates, and gaining buy-in
- Strategies for sustaining clarity, motivation, and accountability
- Debriefing and documenting lessons learned for future success
Advanced Preparations
None
Who Should Attend
Finance, accounting, operations, or consulting professionals who lead or contribute to projects, regardless of formal project management certification.
Fields of Study
Management ServicesPrerequisites
None