
Course 3: Project Management (Fall 2023)
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Course 3: Project Management (Fall 2023)
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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
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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
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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
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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