Project Planning 101 Training Course

This instructor-led live training in South Africa (online or onsite) is designed for advanced professionals who wish to master ClickUp's reporting and dashboard capabilities to drive data-informed decision-making and optimise workflows.

By the end of this training, participants will be able to:

• Create and customise advanced dashboards in ClickUp.
• Utilise ClickUp's reporting tools to monitor Key Performance Indicators (KPIs).
• Automate data collection and visualisation.
• Integrate external data sources for comprehensive analytics.
• Optimise dashboards for team collaboration and executive reporting.

CAPM® represents the Certified Associate in Project Management credential.

PMI’s Certified Associate in Project Management (CAPM)® serves as a highly valuable entry-level certification for professionals in the project management field. It is tailored for individuals who possess little to no prior project experience, yet wish to demonstrate their grasp of the core knowledge, terminology, and processes essential for effective project management.

Whether you are just beginning your journey in project management or are already contributing as a subject matter expert on project teams, the CAPM can help steer your career in the right direction or propel it to the next level.

The PMP® / CAPM® certification is awarded by the Project Management Institute (PMI®), the world’s premier association for Project Management Professionals.

BENEFITS OF EARNING A CAPM

• Recognized Expertise: The PMP® / CAPM® certification is a globally respected credential provided by PMI, the leading association for Project Management Professionals. With a 12% annual growth in the number of PMP® / CAPM® certifications issued, these credentials have become the de facto industry standard for Project Managers.
• Enhanced Job Prospects: The PMP® / CAPM® certification validates your expertise in Project Management. It signals to current and prospective employers that you possess a robust foundation of project management knowledge, which can be immediately applied in the workplace.
• Prestigious Membership: By achieving the PMP® / CAPM® certification, you join one of the most distinguished professional groups in the industry. Your name will be added to the largest and most prestigious community of certified Associate in Project Management Professionals.
• Higher Earning Potential: It has been observed that Project Managers holding the PMP® / CAPM® certification typically command higher salaries compared to their non-certified peers.
• Global Recognition: The PMP® / CAPM® certification is endorsed by leading companies worldwide. In fact, many organisations encourage their Project Managers to obtain the PMP® / CAPM® certification.

For further information regarding the benefits of the PMP® / CAPM® certification, we invite you to visit www.pmi.org

ABOUT PMI

The Project Management Institute (PMI®) is the world’s leading not-for-profit professional association dedicated to project management. PMI® supports over half a million members across 170 countries worldwide.

PMI® members comprise individuals who are practicing or studying project management across a diverse range of industry sectors.

PMI® has established itself, and continues to maintain its position, as the leading professional association in project management. More details can be found here: www.pmi.org

This programme offers clear guidance on the responsibilities of the Process Owner, enabling them to articulate their actions in terms of process management. It provides the necessary education to oversee the design, re-engineering, and enhancement of IT Service Management (ITSM) processes, with a specific focus on Agile Service Management. Participants discover how to apply Scrum practices to Process Owner duties and utilise Agile and Lean principles to implement sufficient yet effective processes. Furthermore, they learn to continuously align process performance with broader business objectives.

Discover how to leverage Agile Service Management to increase the customer value your processes generate and to remain competitive in a fast-paced, disruptive market. A Certified Agile Service Manager serves as the operational equivalent of a development Scrum Master. Together, Scrum Masters and Agile Service Managers can embed Agile thinking throughout the entire IT organisation, forming the foundation of a robust DevOps culture.

This instructor-led, live training in South Africa (online or onsite) is geared towards intermediate-level professionals who wish to enhance workflow efficiency by leveraging ClickUp’s automation and integration features.

By the end of this training, participants will be able to:

• Understand ClickUp’s automation capabilities and use cases.
• Create and manage automations to streamline workflows.
• Integrate ClickUp with third-party tools like Slack, Google Drive, and Zapier.
• Set up triggers, conditions, and actions for automated task management.
• Optimize team collaboration through automation and integrations.

This instructor-led, live training in South Africa (online or onsite) is aimed at intermediate-level professionals who wish to apply Agile project management principles using ClickUp’s features.

By the end of this training, participants will be able to:

• Set up and configure ClickUp for Agile project management.
• Manage sprints, backlogs, and epics effectively.
• Leverage ClickUp’s Kanban, List, and Timeline views for Agile workflows.
• Track team velocity, burndown charts, and performance metrics.
• Automate Agile processes to improve efficiency.
• Integrate ClickUp with other Agile development tools.

This instructor-led, live training in South Africa (online or onsite) is designed for advanced-level professionals who wish to tailor ClickUp for business operations, enhance process efficiency, and integrate automation for scalable workflows.

By the end of this training, participants will be able to:

• Customise ClickUp’s workspaces, views, and templates for business operations.
• Develop and optimise workflows for process management.
• Implement advanced automation for repetitive tasks.
• Integrate ClickUp with other business tools and data sources.
• Monitor and analyse process efficiency using ClickUp reporting.

This instructor-led live training in South Africa (online or onsite) guides participants through the deployment of a JIRA instance. Attendees will learn advanced JIRA usage, including installation, configuration, upgrading, and migration, as well as how to customize JIRA for their projects. Key topics include adding, managing, and assigning users, groups, and project roles; configuring and managing dashboards; defining emails and notifications; applying JIRA security schemes; managing permissions; performing troubleshooting; installing and customizing the JIRA Service Desk; setting up a knowledge base; managing service desk users; and handling service requests collaboratively.

By the end of this training, participants will be able to:

• Have an in-depth understanding of JIRA administration.
• Customize JIRA based on their own business needs.
• Define JIRA emails and notifications.
• Manage and assign users, groups, project roles.
• Manage JIRA permissions and security schemes.
• Perform JIRA troubleshooting.
• Deploy and customize JIRA service desk.

This instructor-led, live training in South Africa introduces the advanced capabilities of JIRA, including creating and managing different types of JIRA projects, using JIRA for agile projects, configuring agile boards, managing built-in and custom fields, creating and managing screens and filters, performing basic and advanced issue searching, applying screen schemes, managing and updating workflows, configuring and applying workflow schemes, performing analysis and generating reports.

By the end of this training, participants will be able to:

• Manage issues effectively.
• Create and run Scrum and Kanban projects.
• Manage built-in and custom fields.
• Understand and manage business processes, workflows and workflow schemes.
• Perform basic and advanced searches and analysis.
• Generate and review reports.

This instructor-led, live training in South Africa introduces JIRA’s approach to software planning, tracking, and release management as it guides participants through the creation and administration of a JIRA project.

By the conclusion of this training, participants will be capable of:

• Gaining an understanding of the concepts and functionality underlying JIRA’s user interface and workflows.
• Adding, modifying, cloning, linking, and prioritising issues.
• Advancing issues through the entire workflow.
• Conducting searches.
• Managing and customising screens and filters.

This instructor-led, live training, accessible online or onsite, caters to intermediate-level business analysts aiming to learn business analysis techniques and prepare for the PMI-PBA exam.

By the conclusion of this training, participants will be able to:

• Learn the tools, techniques, and practices of business analysis as outlined by PMI.
• Master the five domains of business analysis.
• Develop practical skills for identifying stakeholders' needs, managing requirements, and ensuring successful project outcomes.
• Understand the PMI-PBA certification process and prepare for the certification exam.

This author-led training is designed to prepare candidates for the PMP® (Project Management Professional®) examination. Each participant who completes the course will receive a Certificate of Completion for the PMP-Prep training (35 hours).

Target Audience:

• Seasoned project managers aiming to enhance their professional qualifications and gain international recognition through the prestigious Project Management Professional (PMP®) certification.
• Less experienced project managers and project team members who wish to broaden their knowledge and refine their project management skills.
• Middle and senior managers seeking to expand their competencies in management and project supervision.
• Professionals with existing project management experience who wish to further develop their skills.

Training Objectives:

• To provide comprehensive preparation for obtaining the Project Management Professional (PMP®) certification by systematizing existing knowledge and familiarizing participants with the specifics of the PMP® exam.
• To meet the formal admission requirements for the PMP® exam, specifically by obtaining the required 35 contact hours of project management training.
• To introduce best practices, techniques, and tools used in project management.

Format of the Course:

• Presentations covering key project management topics.
• Questions and quizzes related to PMP® exam subjects.
• Analysis of questions similar to those found in the PMP® certification exam.

This instructor-led live training in South Africa (online or onsite) is aimed at project managers who wish to manage projects with Trello.

By the end of this training, participants will be able to:

• Manage and track tasks to improve project workflows and boost team productivity.
• Add functionality and extensions not included in the standard Trello for tracking the progress of complex projects.
• Organize multiple projects with Trello.

This course is designed to equip participants with the skills to plan, manage, and control project risks. Upon completion, attendees will possess the knowledge required to develop comprehensive project risk management plans, identify potential risks, analyse existing risks, and formulate appropriate responses. Participants will also master qualitative and quantitative risk analysis techniques, gaining proficiency in all the essential tools and methods necessary to successfully pass the PMI-RMP® (Risk Management Professional) certification examination.

This course is tailored for organisations aiming to streamline their operations by connecting various digital platforms utilised in day-to-day activities, including Trello, QuickBooks, Google Workspace, and the WhatsApp API.

This instructor-led live training (available online or onsite) walks participants through the process of linking and automating workflows, enhancing project and financial oversight, and centralising information to support better decision-making.

Upon completion of this training, participants will be able to:

• Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
• Integrate WhatsApp API communication into operational workflows.
• Design multi-platform automation systems focused on efficiency and control.
• Implement security and monitoring policies for active integrations.
• Document and maintain automated processes in operation.

Course Format

• Conceptual explanations and guided demonstrations.
• Practical exercises applied to real-world operational scenarios.
• Hands-on practice using company-specific data and tools.

Course Customization Options

• Adapting the content to the company’s specific platforms and processes.
• Including additional tools such as Zapier, Make/Integromat, or Power Automate.
• Analyzing and designing real data integration flows.