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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: November 13, 2019

64 Reviews (244 ratings)Reviews

5
Member's Profile
Great intro course for me. Learned jargon and process. Easy to follow and lot of good content in time alloted. thank you, Larry
5
Anonymous Author
Great introductory class on Project Management. I should be able to start using immediately. Thanks.
5
Anonymous Author
Good overview course of what a Project is versus Operations.
4
Anonymous Author
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.
5
Member's Profile
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.
4
Anonymous Author
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.
5
Member's Profile
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!
5
Member's Profile
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
4
Anonymous Author
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.
4
Anonymous Author
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.
3
Member's Profile
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.
4
Member's Profile
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.
5
Member's Profile
Great course; however, it doesn’t appear that the slides are moving forward with the speaker. This occurred in the Planning Project Constraints section
4
Member's Profile
This course explained project management in detail. Maybe too much detail for an introduction course. I would have liked to seen more examples.
5
Member's Profile
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.
4
Anonymous Author
The course is well organized, concise and specific. The speaker able to explain and expand every detail about planning and handling projects.
5
Member's Profile
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.
5
Member's Profile
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!
5
Member's Profile
Excellent introductory course on project management. The instructor spoke clearly and provided information that I did not already know.
5
Anonymous Author
I never thought about it before, but you make an excellent point about the distinguishing factors between projects and normal operations
4
Anonymous Author
This was a helpful course and provided useful information in the realm of project management. I think it is a good starting point.
4
Member's Profile
This is a good introduction to project management. The course covers the key elements to include when developing a project.
4
Anonymous Author
Excellent course. I learned a lot about Project Management, it was broken down into clear steps, and explained very well.
3
Member's Profile
PMP is very broad subject, its just overview.Pdf supporting document was weak but presentation was well paced
5
Anonymous Author
The course explains concepts well. It is a good introduction to program management for a non program manager.
4
Member's Profile
I found this to be a good explanation of project management (especially since I'm not in project management).
4
Member's Profile
A concise overview, thoughtfully presented. I will seek out other courses presented by the same instructor.
3
Member's Profile
Several typos or errors in the slides but overall decent introduction to project management concepts.
3
Member's Profile
I found the course informative but I found the test questions difficult to match up to the material.
5
Member's Profile
Thought this was a good overview of project management. I liked the Project vs operations analysis.
4
Member's Profile
I am starting a project soon and this was a good overview of how to prepare and set up my project.
4
Member's Profile
Good course on project management, thank you and I look forward to more in this subject matter.
5
Member's Profile
Speaker was interesting, gave good examples which made the material more relevant, good slides
5
Member's Profile
Great introductory course into Project Management for someone who has done few or no projects.
4
Member's Profile
A concise summary of what is project management. Good introduction to all the basic concepts
4
Anonymous Author
Overall good course and some good pointers on things to think about for managing a project.
5
Member's Profile
The course was informative and well-presented as an introduction to project management.
4
Member's Profile
Very nice and interesting. I would love to have other courses about project management
5
Anonymous Author
I found there was just to much information for me, but it was very good information.
5
Anonymous Author
Well organized, clear and conscise material and the pace and delivery was just right.
5
Member's Profile
A good introductory course. Learned quite a few things I did not know about projects.
5
Member's Profile
This is very informative for anyone who is looking for more project management.
5
Member's Profile
Nice and fundamental course, which gaves you an impact of project management.
5
Member's Profile
Good examples are used in the lecture, great wording and easy to understand.
5
Member's Profile
The course content is very good with good knowledge of project management.
5
Member's Profile
Great overview of the importance of Project Management in the workplace!
5
Member's Profile
Clear course, effective and linear. good examples and good presentation
5
Member's Profile
Very good course teaching the basics of Project management. Thank you!
5
Anonymous Author
This is a strong into to project management. It covers main concepts.
5
Member's Profile
quick and dirty but effective course on the basics. recommend it
4
Anonymous Author
Great overview of Project Management; applicable to IT and finance
5
Member's Profile
I hate completing this section and your company should remove it.
4
Anonymous Author
The lecture was interesting but documentation wasn't detailed.
4
Member's Profile
Provided a solid, basic understanding of Project Management.
5
Anonymous Author
An exceptionally well-thought-out agenda for this session.
4
Anonymous Author
Easy to listen to. The speaker is good at what he does.
5
Anonymous Author
Excellent information on project management concepts
4
Anonymous Author
Good clear presentation on high level PM topic
4
Anonymous Author
A solid introduction to an important topic.
4
Anonymous Author
Concise introduction to project management.
5
Member's Profile
Good intro providing needed PM vocabulary.
5
Member's Profile
Good questions.
5
Anonymous Author
Good overview.
4
Member's Profile
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 .
Course Syllabus
INTRODUCTION and OVERVIEW
  13:20Introduction to Project Management 101 - An Introduction for Finance Professionals
Project Management
  9:29What is A Project?
  10:19Planning: Project Constraint Triangle, Work Breakdown Structure, & Milestones
  4:36Execution: Scheduling with a Gantt Chart & Determining the Critical Path
  12:42Monitoring and Controlling
CONCLUSION
  4:41Closing: Delivery Acceptance and Sign Off
CONTINUOUS PLAY
  55:07Project Management 101 - An Introduction for Finance Professionals full video
SUPPORTING MATERIALS
  PDFSlides: Project Management 101 - An Introduction for Finance Professionals
  PDFProject Management 101 - An Introduction for Finance Professionals Glossary/Index
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM