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Project Management Essentials

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This 3-day fundamental course is an accessible, hands-on journey through a project from initiation to closing, with a special emphasis on initiation and planning. Course participants work in project teams to practice PM tools while they experience the realistic challenges that are encountered on projects. Although it is possible to customize a case study for a specific industry or organization, this course offers 2 case studies so there is something for everyone.

Real-life stories from a variety of industries are used to illustrate key concepts and best practices and the instructor encourages course participants to share their experiences. This ensures the discussions are realistic and relevant.

Project Management Essentials is compliant with the Project Management Body of Knowledge and it introduces tools and terminology without overwhelming participants with jargon. The course focuses on developing practical skills that can be applied immediately to increase the level of success on projects. The course is fun, fast-paced, interactive, and adapted as required based on the needs of each audience.

This is the standard version of the course.  Additional versions are available:


Procept is able to customize this course for your organization by including case study materials adapted to your own projects and work environment.

Learning Objectives

Participants will gain practical skills to:

  • Use the terminology and processes of modern project management
  • Prepare a complete and accurate project plan for your project
  • Facilitate team discussions to learn from the PM experiences of others
  • Practice PM skills using templates
  • Value the benefits of a consistent PM methodology


Who Should Attend

The Project Management Essentials course is appropriate for individuals who are:

  • Responsible for managing smaller projects.
  • Participants on a project team of any size, especially those who have not yet been exposed to the tools, techniques and terminology of formal project management.



There is no prerequisite for this course. It functions as a stand-alone course.


You will receive a course binder containing copies of presentation slides, case studies, exercises, and suggested solutions.

What You Will Learn

Introduction and PM Context

  • Portfolios, programs, projects
  • Project success, project life cycles
  • Workshops: Project priorities, project success


Initiating the Project

  • Stakeholders and requirements
  • Project team, working in a matrix
  • Workshops: Project stakeholders, project charter


Planning the Project

  • Work breakdown structure
  • Project Change Control
  • Communications planning
  • Estimating
  • Project Risk Management
  • Critical path scheduling
  • Workshops: WBS, critical path scheduling, change control, project communications plan, risk management, project schedule

Project Execution

  • Roles and responsibilities
  • Scope management
  • Conflict management
  • Leadership and motivation
  • Schedule control
  • Cost Control
  • Workshops: roles and responsibilities, conflict management, schedule updates, reporting and control


Project Closure

  • Closing and lessons learned



  • Workshops: lessons learned

course info

Course ID: 1550
Course Level: Beginner
Duration: 3 days

upcoming sessions

May. 12, 2020 - May. 14, 2020
Instructor: Janice Petley

Event starts in: 32 days
University Of Prince Edward Island

Register Here
Jun. 23, 2020 - Jun. 25, 2020
Instructor: Donald Dickson

Event starts in: 74 days
University of New Brunswick Fredericton

Register Now
Sep. 21, 2020 - Sep. 23, 2020
Instructor: Sami Fahmy

Event starts in: 164 days
TBD Whitehorse

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Sep. 28, 2020 - Sep. 30, 2020
Instructor: Inez Halaska

Event starts in: 171 days
University of Calgary, Downtown Campus (Calgary, AB)

Register Now
Nov. 02, 2020 - Nov. 04, 2020
Instructor: Ori Schibi

Event starts in: 206 days
Laurentian University, Goodman School of Mines (Sudbury, ON)

Register Here
May. 17, 2021 - May. 19, 2021
Instructor: Janice Petley

Event starts in: 402 days
Dalhousie University (Halifax, NS)

Register Here


PMI Talent TriangleThe following table provides the breakdown of the professional development units (PDUs) for the 3-day version of this course aligned with the PMI Talent TriangleTM.

  Tech. Ldrshp. Strat. & Bus.
PMP 18 2 1
PgMP 18 2 1
PfMP 4 2 1
PMI-ACP 18 2 1
PMI-SP 14 2 1
PMI-RMP 4 2 1
PMI-PBA 18 2 1

The three columns in the above table are Technical Project Management, Leadership, and Strategic & Business Management.

Other Credits

Other professional (re)certification credits are available, including:

  • Certified Business Analyst Professionals (CBAPs) earn 21CDUs (Category 2B)
  • Certified Software Quality Engineers (CSQEs) earn 3 RUs
  • CIPS Information Systems Professionals (ISPs) earn 21 Learning Credits
  • CIPS Information Technology Certified Professional (ITCPs) earn 21 Learning Credits

The course has been very interesting and detailed and my knowledge base has been so much broadened.  I will recommend others to attend this course.

Grace Liu: Team Lead, Cancer Care Ontario

Great course to structure project management and provide tools and a formal methodology.

Enrick Tremblay - course: Exploration Manager, Vale

This course is very good for students who want to get into project management.

Yifan Gui: Mining Engineering Student

Brings structure to your project woes.

Luca Petryshyn: CX Analyst, City of Edmonton

The course provided an overview of the essential steps in project management. It was very useful to anyone trying to manage projects.

Patrizia Trentadue: Executive Assistant, Director of HR, Toronto Police Services

The movement between discussion and workshop worked really well and kept participants engaged.

Melanie Boulianne - course: Executive Assistant, Laurentian University

Good information on project management.  It was helpful in strengthening my understanding in key concepts and in preparation for the PMP exam.

Carey Chan: Sr. Business Analyst

A good broad understanding of the basics.

David Harris: Senior Analyst, Toronto Police Services

Very good for beginners or those new to project management.

Kalpana Joshi - course: Core Service Coordinator, SNOLAB

A good crash course on project management.

Anton Poon: Business Process Analyst, City of Edmonton

Extremely useful. I've already thought of ways I'll be able to use the tools given to me in order to successfully organize my projects.

Maxime Mayotte - course: Engagement & Comms Specialist, Compass