The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills.
DESIGNED FOR
Partners, directors, managers, and supervisors.
BENEFITS
After attending this presentation, you will be able to...
- Distinguish between workflow and project management
- Apply project management principles to orchestrating the client experience within the firm
- Identify who is involved in structuring the project plan
HIGHLIGHTS
The major topics covered in this course include:
- Clarification between workflow and project management and the use of each
- Leveraging the project charter to establish consistency and collaboration across teams for a quality client ex
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None