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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

Sep. 30, 2019 - Oct. 02, 2019
Instructor: Janice Petley

Event starts in: 8 days
University Of Prince Edward Island

Register Here
Oct. 08, 2019 - Oct. 10, 2019
Instructor: Janice Petley

Event starts in: 16 days
University of New Brunswick, Wu Conference Centre (Fredericton, NB)

Register Here
Oct. 15, 2019 - Oct. 17, 2019
Instructor: Janice Petley

Event starts in: 23 days
University of Windsor Continuing Education

Register Online
Oct. 28, 2019 - Oct. 30, 2019
Event starts in: 36 days
Toronto (TBD)

Register Now
Oct. 30, 2019 - Nov. 01, 2019
Instructor: Janice Petley

Event starts in: 38 days
Dalhousie University (Halifax, NS)

Register Here
Nov. 04, 2019 - Nov. 06, 2019
Instructor: Amber Howard

Event starts in: 43 days
Laurentian University, Goodman School of Mines (Sudbury, ON)

Register Here
Mar. 18, 2020 - Mar. 20, 2020
Instructor: Janice Petley

Event starts in: 178 days
Dalhousie University (Halifax, NS)

Register Here
Mar. 23, 2020 - Mar. 25, 2020
Instructor: Ori Schibi

Event starts in: 183 days
Laurentian University, Goodman School of Mines (Sudbury, ON)

Register Here
Mar. 30, 2020 - Apr. 01, 2020
Instructor: Janice Petley

Event starts in: 190 days
University of Windsor Continuing Education

Register Online
May. 05, 2020 - May. 07, 2020
Instructor: Janice Petley

Event starts in: 226 days
TBD Moncton New Brunswick

May. 25, 2020 - May. 27, 2020
Instructor: Janice Petley

Event starts in: 246 days
Dalhousie University (Halifax, NS)

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

Event starts in: 603 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 provided an overview of the essential steps in project management. It was very useful to anyone trying to management projects.

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

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

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

Brings structure to your project woes.

Luca Petryshyn: CX Analyst, City of Edmonton

A good broad understanding of the basics.

David Harris: Senior Analyst, Toronto Police Services

A good crash course on project management.

Anton Poon: Business Process Analyst, City of Edmonton