Contact us: +27 71 953 5242 | Email: info@celerated.com
Contact us: +27 71 953 5242
Email: info@celerated.com
Project Management Methodologies
Project Management Methodologies
3-day short course, next date TBA

Project Management Methodologies | Next date TBA

Next date TBA

Next date TBA

In the complex and dynamic field of financial services, well-run IT projects are key to an organisation's success. Knowledge of best practices in project management brings vast benefits in quality, efficiency, cost and morale. Yet it is rare for a team to deliver consistently on time and according to requirements.

A generic course in project management may help with some of the basics, but research shows that there is deep value in learning about project management within the specific context of one's immediate industry. Thus, we at Celerated offer this three day Project Management Methodologies course aimed precisely at IT professionals working in financial services, focusing on ways in which the leading methodologies - PMBOK, Scrum and Kanban - can be applied successfully in a field which demands continuous value-add.

Who should take
this course?

  • IT project team members working at asset managers, banks, insurers, accounting firms, currency exchanges and other such enterprises, or at IT firms with clients in financial services
  • Current and aspiring IT project managers in financial services
  • Managers in financial services with project management accountability
  • Anyone who is or will have a stake in challenging IT projects for financial services, such as data analytics, financial reporting, payments processing and reconciliation, data migration, systems integration, or customer relationship management, to name a few

What will this course
enable you to do better?

  • Choose wisely between plan-based and agile methodologies, based on the specific features of each project
  • Understand comprehensively how each of the leading methodologies - PMBOK, Scrum and Kanban - can be useful to your work
  • Know confidently how to implement successfully each of these methodologies in typical IT projects in financial services
  • Draw dependably on an extensive arsenal of project management tools and techniques that are effective in initiating, planning, executing, monitoring, controlling and closing IT projects
  • Return decisively to your firm equipped to transfer your newly-acquired knowledge and skills to other team members

Instructor:
Maureen Tanner

Associate Professor Maureen Tanner has been immersed in project management for over a decade. She has worked internationally as a software engineer and developer, has a PhD in the practical implementation of agile methodologies, and is UCT's leading expert on project management as well as systems analysis and design. She is a highly experienced lecturer and instructor, with much of her exposure to IT broadly, and to financial services in particular, coming through her long and excellent record of teaching and supervising in UCT's highly regarded Postgraduate Diploma and Master's programmes. She has published extensively in the areas of project management, agile software development, software engineering, global software development and team collaboration.

COURSE INFO
Dates: three full days, next course TBA
Price: R12 000 all-inclusive, including course material, first-rate lunches and snacks, and post-course online support
Venue: Workshop17, The Watershed, V&A Waterfront, Cape Town
To register interest: send an email to info@celerated.com
Because the course is customised to delegates' work requirements, the following overview is provisional. Some topics may receive more or less attention, depending on delegates' needs.
DAY 1
Unit 1: Overview of plan-based vs agile methodologies
  • Overview of the waterfall approach
  • Overview of agile methodologies
  • Group exercise to understand the difference between waterfall & agile methodologies
  • Group discussion and reflection on the impact and application of plan-based and agile methodologies in IT projects in financial services
Unit 2: PMBOK Project planning with a plan-based approach
  • Project plan development
  • Project plan execution
  • Integrated change control
  • Exercise based on case study. Some case study material is independently prepared; other material is based on student needs described before the course
  • Group discussion and reflection on project planning and integration management in IT projects in financial services
Unit 3: PMBOK Project scope management with a plan-based approach
  • Initiation
  • Scope planning
  • Scope definition
  • Scope verification
  • Scope change control
  • Exercise based on case study
  • Group discussion and reflection on project scope management in IT projects in financial services
Unit 4: PMBOK Project time management with a plan-based approach
  • Activity definition and sequencing
  • Activity duration estimating
  • Schedule development
  • Schedule control
  • Exercise based on case study
  • Group discussion and reflection on project time management in IT projects in financial services
Unit 1: Overview of plan-based vs agile methodologies
  • Overview of the waterfall approach
  • Overview of agile methodologies
  • Group exercise to understand the difference between waterfall & agile methodologies
  • Group discussion and reflection on the impact and application of plan-based and agile methodologies in IT projects in financial services
Unit 2: PMBOK Project planning with a plan-based approach
  • Project plan development
  • Project plan execution
  • Integrated change control
  • Exercise based on case study. Some case study material is independently prepared; other material is based on student needs described before the course
  • Group discussion and reflection on project planning and integration management in IT projects in financial services
Unit 3: PMBOK Project scope management with a plan-based approach
  • Initiation
  • Scope planning
  • Scope definition
  • Scope verification
  • Scope change control
  • Exercise based on case study
  • Group discussion and reflection on project scope management in IT projects in financial services
Unit 4: PMBOK Project time management with a plan-based approach
  • Activity definition and sequencing
  • Activity duration estimating
  • Schedule development
  • Schedule control
  • Exercise based on case study
  • Group discussion and reflection on project time management in IT projects in financial services
DAY 2
Unit 5: PMBOK Project communication management with a plan-based approach
  • Communication planning
  • Information distribution
  • Performance reporting
  • Exercise based on case study
  • Group discussion and reflection on project communication management in IT projects in financial services
Unit 6: Overview of the Scrum methodology
  • Scrum values and principles
  • Overview of the Scrum framework
  • Scrum roles
  • Draw your own Scrum
  • Discussion and reflection on how Scrum techniques differ from the plan-based project management techniques
Unit 7: Project scope management with Scrum
  • Product backlog
  • Product backlog grooming
  • Exercise based on case study
  • Discussion and reflection on the use of product backlog and backlog grooming in IT projects in financial services
Unit 8: Project planning with Scrum
  • Sprint planning meetings
  • Estimation
  • Sprint backlog
  • Task boards
  • User story maps
  • Velocity
  • Exercise based on case study
  • Discussion and reflection on the use of sprint planning meetings, estimation, sprint backlogs, task boards, user story maps and velocity in IT projects in financial services
Unit 9: Project time management with Scrum
  • Release planning
  • Burn-down chart
  • Release burn-up chart
  • Exercise based on case study
  • Discussion and reflection on the use of release planning, burn-down chart and release burn-up chart in IT projects in financial services
Unit 5: PMBOK Project communication management with a plan-based approach
  • Communication planning
  • Information distribution
  • Performance reporting
  • Exercise based on case study
  • Group discussion and reflection on project communication management in IT projects in financial services
Unit 6: Overview of the Scrum methodology
  • Scrum values and principles
  • Overview of the Scrum framework
  • Scrum roles
  • Draw your own Scrum
  • Discussion and reflection on how Scrum techniques differ from the plan-based project management techniques
Unit 7: Project scope management with Scrum
  • Product backlog
  • Product backlog grooming
  • Exercise based on case study
  • Discussion and reflection on the use of product backlog and backlog grooming in IT projects in financial services
Unit 8: Project planning with Scrum
  • Sprint planning meetings
  • Estimation
  • Sprint backlog
  • Task boards
  • User story maps
  • Velocity
  • Exercise based on case study
  • Discussion and reflection on the use of sprint planning meetings, estimation, sprint backlogs, task boards, user story maps and velocity in IT projects in financial services
Unit 9: Project time management with Scrum
  • Release planning
  • Burn-down chart
  • Release burn-up chart
  • Exercise based on case study
  • Discussion and reflection on the use of release planning, burn-down chart and release burn-up chart in IT projects in financial services
DAY 3
Unit 10: Project communication management
  • Definition of done
  • Daily stand-ups
  • Retrospective meetings
  • Sprint review
  • Exercise based on case study
  • Discussion and reflection on the use of definition of done, daily stand-ups, retrospective meetings, sprint review in IT projects in financial services
Unit 11: Overview of the Kanban methodology
  • What is Kanban?
  • Principles of Kanban
  • Discussion and reflection on the difference and similarities between Scrum and Kanban
Unit 12: Project scope and planning with Kanban
  • Kanban board
  • Pull technique
  • Slack/buffer
  • Inclusion criteria
  • Discussion on the use of the Kanban board, pull technique, slack/buffer and inclusion criteria in IT projects in financial services
Unit 13: Project scope and planning with Kanban (continued)
  • Bottleneck
  • Performance measurement tools
  • Validated learning
  • Waste
  • Exercise based on case study
  • Discussion on bottleneck, performance management tools, validated learning and waste in IT projects in financial services
Unit 10: Project communication management
  • Definition of done
  • Daily stand-ups
  • Retrospective meetings
  • Sprint review
  • Exercise based on case study
  • Discussion and reflection on the use of definition of done, daily stand-ups, retrospective meetings, sprint review in IT projects in financial services
Unit 11: Overview of the Kanban methodology
  • What is Kanban?
  • Principles of Kanban
  • Discussion and reflection on the difference and similarities between Scrum and Kanban
Unit 12: Project scope and planning with Kanban
  • Kanban board
  • Pull technique
  • Slack/buffer
  • Inclusion criteria
  • Discussion on the use of the Kanban board, pull technique, slack/buffer and inclusion criteria in IT projects in financial services
Unit 13: Project scope and planning with Kanban (continued)
  • Bottleneck
  • Performance measurement tools
  • Validated learning
  • Waste
  • Exercise based on case study
  • Discussion on bottleneck, performance management tools, validated learning and waste in IT projects in financial services
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