Course 3: Project Management (Fall 2023)

Course 3: Project Management (Fall 2023)

  • Module 1: Project Management Principles: Oct 5

    • Triple constraint →Five Stages of a Project →Owners and Dates →Four Questions to consider when delivering status updates
    • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
    • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly
  • Module 2: Roles and Responsibilities: Oct 12

    • Module One Review →Project Stakeholder Communication →Key elements to Project Success →Project Scope →Project Change
    • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
    • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly
  • Module 3: Scope and Planning: Oct 19

    • Modules One and Two Review →Project Planning and Schedule →Work Breakdown Structure →Schedule Management
    • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
    • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly
  • Includes Credits

    Module 4: Executing & Communication: Oct 26

    • Risk Management and Contingency Planning →Executing and Controlling the Project →Meeting Management →Utilizing Status Reports and PM Tools →Program Review
    • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
    • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly