International Project Management Day




Association High-Level Plan for PM Training Program


Quick Summary
A project management and leadership training program for a number of different "customers" of a professional association.


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What this is

Project plan document developed by a professional association to communicate the activities necessary to roll out a new leadership and management training program to several different audiences. Their project was specifically to create and pilot the use of a package of training materials, including train the trainer materials, that would then be provided to volunteers around the world to train:

  • Leaders of different technical societies and local chapter groups, to help them use project management techniques to carry out their volunteer projects, and in doing so develop their own leadership and management skills (which would also be seen as a benefit by their employers)
  • Members in local chapters who were interested in learning about project management to help them in their jobs

This document captures the team's status mid-way through the course development and pilot efforts. The training materials existed in various forms from past project management classes given by different members and association officers.

One key milestone was to have the program piloted before an important Annual Association meeting, where they would have the opportunity to expose over 500 volunteers from around the world to the new program and hopefully recruit trainers from different areas to participate in the full roll-out.


Why it's useful

The team needed to keep themselves on track, as well as communicate to the Association their progress and upcoming plans. This file thus provides a nice example of how simple project management approaches can be used in different venues for very practical planning, tracking, and communication purposes. Whether you've got a similar project for an association you belong to, or your company needs to develop PM training for various internal groups, this example plan can provide some simple and practical structure for creating and piloting such a program.


How to use it

Review this team's sample plan for ideas for your own efforts.

First it includes a high-level summary of the program, mapped back to the original objectives stated by the Association. These two pages were presented three times a year at Board meetings as the program progressed. Someone on the committee updated the 2 summary pages ahead of each board meeting, to show:

  • progress against the milestones
  • results against the metrics
  • latest assessment of financial support (project budget) needed

Then the Work Breakdown and Task tables were used by the small team creating, packaging, piloting, and rolling out the materials. The team held teleconferences each month as needed to review progress, adjust the task list, etc.


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