This highly practical workshop has been designed to provide office professionals with the necessary skills so that they can plan and deliver successful projects. The workshop will provide a number of straightforward but valuable techniques and minimal documentation. 

The workshop will create confidence in PAs, administrators and secretaries who need to plan and deliver well-organised events, seminars, new processes and the like. A number of easy-to-use checklists
and suggested documentation are also included, to support instant application in the workplace. The terminology and principles used throughout this workshop are reflective of current best practice,
which is matched to the typical size and complexity of the projects that will need to be planned,
managed and delivered.

Please note that this course is not suitable for delegates already proficient in the use of standard project planning techniques. This course can also form part of a new four-day IAM endorsed Diploma ‘The Executive PA Diploma’.

Suitable for office professionals who are:

  • New to the management of smaller to medium sized projects and/or have had no formal training in the discipline of project management
  • Looking to adopt a straightforward approach to managing and controlling their projects
  • In need of non-complex tools and/or approaches
  • Likely to need simple budgeting and cost control techniques
  • Keen to understand how best to use supporting technology
  • Looking for sensible and practical reporting techniques

By the end of this course you will be able to:

  • Appreciate the key characteristics of projects.
  • Adopt a practical approach to each project (e.g. events, seminars, new processes etc).
  • Confidently plan, monitor and deliver each project.
  • Benefit from using a straightforward life cycle/route map.
  • Understand how the roles of sponsor and project manager aid project delivery.
  • Communicate effectively with all stakeholders.
  • Appreciate how to use a simple budget to monitor and control costs.
  • Understand what technology can best support your project.
  • Assertively handle resource challenges.
  • Complete sensible reporting where necessary.


Defining Each Project at the Outset

  • Understanding the common terminology and approaches
  • Establishing a project lifecycle – a route map through each project
  • Understanding the roles of the project sponsor and project manager
  • How to clearly define each project – the project brief/business case
  • The purpose of engaging with key stakeholders at this point
  • Agreeing the key objectives and the project scope
  • Creating clarity around the key requirements, timescale, costs and benefits

The Key Steps to Planning Each Project

  • Exploring the range of tools and techniques used in planning a project
  • What, if any, technology should you use to support project delivery?
  • Establishing a simple budget and how to easily control expenditure
  • Establishing a simple milestone plan to monitor project performance
  • Using straightforward scheduling techniques, including Gantt charts
  • Planning realistic review and control points
  • Effective resource planning and management

Implementing, Monitoring, Controlling and Reporting on Each Project

  • Using Kanban boards – they can help to monitor work in progress
  • How to control changes during the project to avoid ‘scope creep’
  • Using technology to monitor and control project delivery
  • Simple reporting of actual costs against budget
  • Straightforward progress reporting

Controlling the Closure and Review of Each Project

  • The key elements to an effective project handover
  • Understanding the need for a controlled close to a project


This course is endorsed by the IAM