1 CPE Filled with real world examples from accounting and finance projects, this course introduces the concept of Projects, Project Management, and the Tools and Techniques (like project audits) used to manage projects.
In this course we learn the concept of what a Project is by discussing some of the criteria to determine when work would be considered a Project. This leads to a discussion on the pros and cons of using formal project management methods to complete project work. We review the Project Management Institute's five project management process groups (Initiating, Planning, Executing, Monitoring and Controlling, Closing).
Finally we examine some of the common project management tools and techniques you may encounter in your work place. The Business case, the Project Charter (and its importance!), budget management tools, and more will be discussed. Examples used throughout the course focus on accounting and finance related projects.
Learning Objectives
- Explore the difference between a “Project” and “Operations”
- Identify the Project Management Institute’s ™ five processes of Project Management
- Identify the Triple Constraint model and recognize its impact on project planning
- Discover some of the tools and techniques Project Managers use
Last updated/reviewed: March 21, 2024
90 Reviews (395 ratings)
Reviews
Anonymous
(Executive Assistant)
Extremely useful content, well laid out and easy to follow.
Anonymous
(procurement)
This was a very informative step by step process project management tutorial. The best part was that you could pause a lesson and go back, to reassess the information being taught. It felt very much like an interactive schooling course and less like a typical online training session, which can be dull and less effective due to the "chore-like" feeling of clicking through something to get to the end. I would definitely recommend this course to others.
Asnath Kyambile
(Business Development Officer at Letshego)
I really enjoyed the course as it reminded of the key project concepts which should be involved in a day to day activities; especially the part to differentiate a project from operations activity and the critical path or slacks' time to accomplish projects. I was really surprised when i failed the first and the second time on the final exam, I have learnt that it is important to read between the lines to get the concepts and pass the exams.
Anonymous
(CFO)
I thought I knew project management pretty well, but I learned a thing or two. For an introduction to project management this course is great but don’t expect it to delve very deep. It would be helpful if the instructor provided some supplemental information to expand upon the information presented.
Vasily Chesalov
(Not Provided at PJSC AVTOVAZ)
Very good presentation of principles behind project management. I was really impressed by some subtle remarks, e.g. on importance of using project documentation as lessons learned, or on iterative rather than cyclic character of project management process, that was fun!
Anonymous
(Payroll Analyst)
The is a very informative course. The way in which the concepts are presented is helpful and it is easy to understand. The instructor was engaging and was able to keep this interesting. This course could be useful across many levels of an organization.
Anonymous
(Accountant)
very informative and easy to understand lecture that helps audience get basic knowledge of project management. The instructor explains the content very well with many relevant chart, sheets, he seems to be an expert in the field.
Anonymous
(Adjunct Professor)
Good, basic description of the project management and steps. Good knowledge for non-project managers and project team members to understand the overall process. Examples provided by the instructor were helpful.
Natalia Lippold
(Certified Payroll Professional at Trivantus, Inc.)
Mr. Kimball laid out the concepts and theories very clearly and logically. He explained each idea in a way that was easy to understand. The duration of each section was appropriate for the concept. Thank you!
Anonymous
(Director of Accounting)
Helpful primer on project management approach. Not sure that all companies really go as far as a charter in practice for many projects that otherwise could benefit from applications of this material.
Karmen Ko
(Accountant at Google)
it was a good pace and got me to think about things I hadn't considered before like how 90% of my time should be spent on communicating and how to tailor my communications to different levels
Anonymous
()
The course was organized in a manner that was logical. The instructor used real-life examples to emphasize the points being made. I great introduction to project management.
ERICA CARPER
(Controller at MWP)
What an effective way to use your skills and tools to accomplish the stated project's requirements. Well worth the easy listen, not a lot of details to get bogged down in.
Anonymous
(Division Payroll Manager)
The class gave great pointers. I will be able to apply the skills to lead a project. Most importantly, I better understand how to structure the project and set direction.
Anonymous
(CFO)
Gqined a good understanding of the role of the project manager and the importance of having a charter. It made clear the importance of having a goal and scope definition.
Jacob Keiner
(Senior Financial Analyst at A-dec)
I really liked this course. It is detailed enough to get into understanding project management, but it is quick enough to allow those wanting more a good starting spot.
Derek Ettinger
( at GP Fund Solutions, LLC)
This was a new topic area for me as a CPA. I found it to be very insightful. The instructor did an excellent job of discussing key concepts in an understandable manner.
Zane Long
(Internal Audit Director at Mylan)
The course was informative, particularly stimulating good ideas around a project charter - I do wonder how practical some of this is in real world execution.
Andrew Anderson, CPA
(Principal Financial Analyst at Rio Tinto)
good introduction to project management. I maybe would have been helpful to use a simple example to walk through the different phases of project management.
Tammie Cartledge, CPA
(Business Owner at Keller Williams- South Park)
Great course; however, it doesn’t appear that the slides are moving forward with the speaker. This occurred in the Planning Project Constraints section
Vickie Jackson
(Accounting Manager at NewStar Sourcing and Service)
This course explained project management in detail. Maybe too much detail for an introduction course. I would have liked to seen more examples.
Josh Amdahl
(Consultant at RSM)
I enjoyed this course. It helped me understand the differences between a project and operations, as well as what the role of Project Manager has.
Anonymous
(CPA / Owner)
Broad overview of many characteristics of project management. Instructor is enjoyable to listen to and examples from his experience were helpful.
Anonymous
(Director)
The course is well organized, concise and specific. The speaker able to explain and expand every detail about planning and handling projects.
Steve Brown
(Senior Auditor at Charter Communications)
This course is a good introduction to those that have never managed a project and also a good refresher if you have been a project manager.
Anonymous
()
Good course! Mr. Kimball was clear and thorough. I especially enjoyed the Project Constraint Triangle and Gantt Chart sections of the course.
Anonymous
(Director, Compliance and Insurance)
definitely learned a few things about project management through this presentation. The entire organization could benefit from this one.
Susan Johannsen
(Bookeeper at Self)
Easy to listen to. I enjoyed his "to the point" delivery. He didn't use a ton of words to fluff up the presentation. Thank you for that!
Whitney Purinton
( at Lowe USA)
Excellent introductory course on project management. The instructor spoke clearly and provided information that I did not already know.
Anonymous
()
I never thought about it before, but you make an excellent point about the distinguishing factors between projects and normal operations
Lawrence Hirsch
(Controller at Builders design)
Great intro course for me. Learned jargon and process. Easy to follow and lot of good content in time alloted. thank you,
Larry
Anonymous
(Senior Associate)
This was a helpful course and provided useful information in the realm of project management. I think it is a good starting point.
Kevin Murray
(Business Partner - Strategic Projects at The Wesson Group)
This is a good introduction to project management. The course covers the key elements to include when developing a project.
Anonymous
(Sr. Accountant)
Excellent course. I learned a lot about Project Management, it was broken down into clear steps, and explained very well.
Anonymous
(SFA)
very good introduction to project management with overviews of the project managers role and responsibilities. thank you.
Cammy Dollins
(Payroll Coordinator at Laclede Electric Cooperative)
Learned what a project is compared to normal operations. Useful information about how to plan and execute a project.
Nurlan Qafarov
(İnternal audit at ABB)
Thanks for information
Anonymous
(CPA)
Excellent course and very professionally presented with practical insights into the Project Management process.
Sabir Khan
(Admin at IT)
PMP is very broad subject, its just overview.Pdf supporting document was weak but presentation was well paced
Anonymous
()
The course explains concepts well. It is a good introduction to program management for a non program manager.
I found this to be a good explanation of project management (especially since I'm not in project management).
Alex Ledin
(Financial Analyst at Lockheed Martin Co.)
A concise overview, thoughtfully presented. I will seek out other courses presented by the same instructor.
Robert Workman
(Senior Lean Development Officer at Confidential)
Several typos or errors in the slides but overall decent introduction to project management concepts.
Lisa Buchanan
(Business Analyst at iSolved)
I found the course informative but I found the test questions difficult to match up to the material.
Anonymous
(Auditor)
Great introductory class on Project Management. I should be able to start using immediately. Thanks.
Eric Cox
(Senior Accountant at Mondo)
Thought this was a good overview of project management. I liked the Project vs operations analysis.
Daniel Balinski
(Consultant at DLC Group)
I am starting a project soon and this was a good overview of how to prepare and set up my project.
Anonymous
(Director of Institutional Effectiveness)
Useful summary of project management - good information on quantitative ways to monitor progress.
Jeff Bone
(Financial Advisor at Northwestern Mutual)
Good course on project management, thank you and I look forward to more in this subject matter.
Judith Poli
(Payroll Manager at Odyssey Systems Consulting)
Speaker was interesting, gave good examples which made the material more relevant, good slides
Paige Jones
(Owner at AHF Consultants)
Great introductory course into Project Management for someone who has done few or no projects.
A concise summary of what is project management. Good introduction to all the basic concepts
Anonymous
(Internal Audit Manager)
Overall good course and some good pointers on things to think about for managing a project.
Anonymous
(Director)
The professor explained the details of five stages of project management process clearly.
Anonymous
(Controller)
Very helpful intro to project management and provides great tips for managing a project.
Katherine Hall
(Chief Financial Officer at Winstead PC)
The course was informative and well-presented as an introduction to project management.
Georgios Baltos
( at EUI)
Very nice and interesting. I would love to have other courses about project management
Anonymous
(Instructor)
I found there was just to much information for me, but it was very good information.
Anonymous
(Controller Lease and Facilities Accounti..)
Well organized, clear and conscise material and the pace and delivery was just right.
Inna Shmukler
(Controller at Fornetix LLC)
A good introductory course. Learned quite a few things I did not know about projects.
Anonymous
()
Course explained things clearly and gave great introduction to project management.
Allison Justice
( at ADP)
great overview of a Project Manager role, very informative and useful information
Anna Poselenova
( at Junior's)
It's a good overview and refresher of project management, I recommend the course.
Lynne Bromley Holloman
(Accounting Manager at Woodside Equine Clinic)
This is very informative for anyone who is looking for more project management.
Janis Balodis
( at European University Institute)
Nice and fundamental course, which gaves you an impact of project management.
Anonymous
(Accounting Manager)
good course overview when your are not normally involved in special projects.
DAN ZOU
(Payroll manager at Sinopro International Resources Inc.)
Good examples are used in the lecture, great wording and easy to understand.
Elfrida Raphael
(Project Manager at Letshego)
The course content is very good with good knowledge of project management.
Niketa Patel
(Oracle Financials Analyst at N/A)
Great overview of the importance of Project Management in the workplace!
Antoaneta Tasheva
( at European University Institute)
Clear course, effective and linear. good examples and good presentation
Brenda CPP
(Payroll and Benefits Manager at Marathon Consulting Group)
Very good course teaching the basics of Project management. Thank you!
Anonymous
()
This is a strong into to project management. It covers main concepts.
jim Klimkowski
(Principal at RSM)
quick and dirty but effective course on the basics. recommend it
Anonymous
(Payroll Manager)
This was a great class introducing the topic of Project Management.
Anonymous
()
Great overview of Project Management; applicable to IT and finance
Amanda Hamner
( at ADP)
I hate completing this section and your company should remove it.
Anonymous
(Functional Analyst)
The lecture was interesting but documentation wasn't detailed.
Anonymous
(Payroll Administrator)
Thank you.
Dave Cytlak
(Chief Financial Officer at Blanchard Valley Health System)
Provided a solid, basic understanding of Project Management.
Anonymous
(Senior Payroll Specialist)
Good overview course of what a Project is versus Operations.
Anonymous
(CPA)
An exceptionally well-thought-out agenda for this session.
Anonymous
(VP of Payoll)
Easy to listen to. The speaker is good at what he does.
Anonymous
()
Excellent information on project management concepts
Anonymous
(Sr. Project Manager)
Good clear presentation on high level PM topic
Anonymous
(CFO)
A solid introduction to an important topic.
Anonymous
(CPA, CFE, CGMA)
Concise introduction to project management.
Susan Hertz
(Hospital Lab Finance Director at Raleigh Pathology Assoc @WakeMed)
Good intro providing needed PM vocabulary.
Jeremy Sallie
(Accountant II at McKesson)
Good questions.
Anonymous
(Senior Manager - Corporate Development a..)
Good overview.
Erin Milroth
(Assistant Controller at -Edifice, Inc.)
none
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Jonathon KimballDirector, Data and Information Services
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