Project Management in Marketing & Sales

Course details

For an organization to stay healthy, it should keep sufficient sales and marketing projects in the pipeline and deliver projects successfully.

By end of the training program, participants should be able to:

• Understand the terminology of project management and how to improve communication with project managers
• Understand the project success factors
• Understand roles and responsibilities of various involved parties

Course Outlines

Project vs. non-project

• Project characteristics
• Elements of project management

Project life cycle

• Phasing large projects
• Project management process groups
• Industry/project life cycle

Key roles & responsibilities

• Project sponsor
• Project manager
• Project initiator
• Project team
• Vendor-client responsibilities

What makes a project successful?

• Defining a successful project
• Key success factors

Types of marketing & sales projects

Initiating the marketing project

• Elements of a good project charter
• Kick-off meeting
• Stakeholder management strategies

Collecting requirements

• Project vs. product requirements
• Main tools & collect requirements
• Agile vs. rigid Scope statement
• Work Breakdown Structure (WBS)

Essentials for project scheduling

• Milestones
• Interdependencies
• Resource Breakdown Structure
• Increasing reliability of duration estimates
• PERT
• Critical path
• Schedule compression

Essentials for project budgeting

• Accuracy of estimates
• Tools & Techniques to estimate cost
• Elements of the project budget

Project risk assessment

• Project vs. operational risk
• Risk Breakdown Structure (RBS)
• Where to look for risk data
• Risk response strategies
• Risk register

Exchange of information

• Communication matrix
• Reporting status
• Project logs (change log, issues log, …etc)

Motivating the project team

Controlling the project plan

• Planning is an iterative process
• Earned Value Management
• Corrective vs. preventive actions
• Status reporting

Closing the project