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EduGantt PM Training, Gerrit Fourie Consulting and Coaching, and Gerhard van Staden

Project management is an extremely intricate field and requires you to have knowledge in several technical areas of expertise. The 5 process groups ranging from project initiation to project closure are all very important pieces of the overall puzzle and you will need to master them all to distinguish yourself as one of the best project managers.

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Project management is an extremely intricate field and requires you to have knowledge in several technical areas of expertise. The 5 process groups ranging from project initiation to project closure are all very important pieces of the overall puzzle and you will need to master them all to distinguish yourself as one of the best project managers.

Depending on who you talk to, they may have different ideas on which of the process groups should be considered more or less important than the others. One thing that all those who are well versed in the field project management agrees on though, is the fact that exceptional project management is about delegating the actual project work and focusing your energy, as the project manager, on monitoring and controlling the health and status of your project. This is where you make the BIG difference, and where you catch the eyes of the client and upper management.

This course was designed to arm you with the essential knowledge you require to understand project health monitoring and the pivotal role it plays in project success.

The course covers all the project health monitoring essentials. We will also be looking at the importance of proper monitoring and control and how you can effectively and efficiently incorporate good Earned Value Management (EVM) practices into your monitoring strategy. We will also be working through some guided practical examples and you will have a chance to apply what you have learned on a few practical exercises. The course also places some emphasis on good control measures and we will work through guidelines that will help you effectively implement change control procedures. The course ends of with an assessment that will not only help you gauge what you have learned but also test you in a practical setting.

Furthermore we will also be sharing some project health reporting templates and pre-programmed Excel sheets that you can use and adopt for your own projects.

The course design caters for those who already have the foundational knowledge of project management and are familiar with the PMI project management methodology. Beginners are however welcome to take it up as well, as the course is structured to add value to all project management professionals.

If you are new to project management we suggest you take a look at our Project Management Fundamentals course before you take this one.

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What's inside

Learning objectives

  • How to distinguish yourself as a project manager.
  • The essentials of monitoring and control.
  • Earned value management techniques and how to effectively incorporate them into your monitoring strategy.
  • Effective evm reporting techniques.
  • Evm metric interpretation.
  • Effective project health monitoring methods.
  • How to control your project and eliminate scope creep.
  • How to ensure project success.
  • Templates for the most effective status reporting methodologies.
  • Effective project monitoring and control communication strategies.
  • Practical examples and exercises on the course content.
  • Much more!
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Syllabus

The Focus of Monitoring and Control
Course Introduction
Welcome
What to Expect from this Course
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides templates for status reporting and pre-programmed Excel sheets, which can be immediately applied to real-world project management scenarios
Explores earned value management (EVM) techniques, which are essential for monitoring project performance and making informed decisions
Covers change control procedures, which are crucial for managing scope creep and maintaining project integrity
Includes practical examples and exercises, allowing learners to apply their knowledge and develop hands-on skills in project monitoring and control
Recommends that beginners take a Project Management Fundamentals course first, suggesting that some prior knowledge is helpful
Focuses on monitoring and controlling project health, which assumes learners already understand the other project management process groups

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Reviews summary

Project monitoring, control & evm deep dive

According to learners, this course offers a deep dive into project monitoring and control, specifically focusing on Earned Value Management (EVM). Many students found the explanations clear and the practical examples highly beneficial for understanding complex concepts. The included templates and pre-programmed Excel sheets were frequently highlighted as valuable resources for immediate application in their professional roles. While the course is designed for those with existing PM knowledge, some absolute beginners might find it moves quickly. Overall, it's considered a strong resource for project managers looking to master this critical area.
Helps apply learned techniques hands-on.
"The guided practical examples and exercises were key to applying what I learned."
"The EVM exercise specifically helped solidify the calculations and interpretation."
"Liked having the chance to apply what I learned on the practical exercises provided."
Solidifies understanding of Monitoring & Control.
"The course reinforced my understanding of the essence of project monitoring and control."
"It clarified how to effectively incorporate good EVM practices into my monitoring strategy."
"Helped me understand the pivotal role monitoring plays in project success."
"Excellent coverage of performing integrated change control according to PMBOK."
"This course is a valuable add-on for anyone with foundational project management knowledge."
Provides highly useful, ready-to-use resources.
"The project health reporting templates and Excel sheets are worth the course price alone."
"Received practical templates and pre-programmed Excel sheets that I can adopt for my own projects immediately."
"The status report templates are fantastic and exactly what I needed for weekly and monthly updates."
"Having the Excel tools ready to go saved me a lot of time and helped apply the EVM concepts directly."
Helps demystify complex Earned Value concepts.
"The explanations on EVM metrics and interpretation were particularly clear and easy to follow."
"I finally understand Earned Value Management thanks to the detailed breakdown in this course."
"Complex EVM topics were simplified effectively, making them much more manageable."
"The section on EVM projections was incredibly insightful and well explained."
"Found the EVM formula sheet and additional info very helpful for solidifying my understanding."
Better suited for those with PM background.
"As a beginner, I found some sections assumed a level of prior PM knowledge I didn't have."
"The course content moves quickly if you are not already familiar with PMI methodology."
"It helps greatly if you've taken a fundamentals course before diving into this specific topic."
"While beginners are welcome, having a foundation makes this course much easier to follow."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Project Management Course: Project Monitoring, Control & EVM with these activities:
Review Project Management Fundamentals
Reinforce foundational project management concepts to better understand the monitoring and control processes covered in this course.
Show steps
  • Review the key process groups (Initiating, Planning, Executing, Monitoring & Controlling, Closing).
  • Study the knowledge areas (Integration, Scope, Schedule, Cost, Quality, Resources, Communications, Risk, Procurement, Stakeholder).
  • Practice applying fundamental project management principles to simple scenarios.
Review 'A Guide to the Project Management Body of Knowledge (PMBOK Guide)'
Familiarize yourself with the PMBOK Guide to gain a deeper understanding of the project management framework and terminology used in the course.
Show steps
  • Read the sections related to monitoring and controlling project work.
  • Study the definitions of key project management terms.
  • Review the inputs, tools, and techniques, and outputs for each process.
EVM Calculation Exercises
Sharpen your skills in calculating Earned Value Management (EVM) metrics to improve your ability to interpret project performance data.
Show steps
  • Solve practice problems involving EV, PV, AC, SPI, CPI, EAC, and VAC.
  • Interpret the results of your calculations to assess project status.
  • Analyze trends in EVM metrics to identify potential issues.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Review 'Earned Value Project Management' by Quentin Fleming and Joel Koppelman
Deepen your knowledge of Earned Value Management (EVM) by studying a comprehensive guide on the subject.
Show steps
  • Read the chapters on EVM metrics and their interpretation.
  • Study the case studies and examples provided in the book.
  • Apply the EVM techniques to your own projects or simulated scenarios.
Develop a Project Health Dashboard
Create a visual representation of project health metrics to enhance your ability to communicate project status effectively.
Show steps
  • Identify key project health indicators (e.g., schedule variance, cost variance, risk exposure).
  • Select appropriate visualization techniques (e.g., charts, graphs, tables) to display the data.
  • Design a user-friendly dashboard layout.
  • Populate the dashboard with real or simulated project data.
Write a Blog Post on Change Control
Solidify your understanding of change control processes by explaining them in a clear and concise manner for a broader audience.
Show steps
  • Research the key elements of a change control system.
  • Outline the steps involved in the change control process.
  • Write a blog post explaining the importance of change control and how to implement it effectively.
Implement EVM on a Personal Project
Apply the concepts learned in the course by implementing Earned Value Management (EVM) on a personal project to track progress and manage performance.
Show steps
  • Define the scope, schedule, and budget for your personal project.
  • Establish a baseline plan for measuring performance.
  • Track actual progress and costs against the baseline plan.
  • Calculate EVM metrics (EV, PV, AC, SPI, CPI) regularly.
  • Analyze the EVM data to identify potential issues and take corrective actions.

Career center

Learners who complete Project Management Course: Project Monitoring, Control & EVM will develop knowledge and skills that may be useful to these careers:
Project Manager
A project manager is responsible for planning, executing, and closing projects. This course empowers a project manager to excel, particularly in monitoring and controlling project health. By understanding the essentials of monitoring and control, incorporating Earned Value Management (EVM) into their monitoring strategy, and effectively controlling projects, a project manager can significantly enhance project success. The course's emphasis on change control procedures and practical examples provides a project manager with implementable strategies. The focus on project health reporting templates equips them to communicate project status effectively.
Project Management Consultant
A consultant in project management advises organizations on how to manage projects effectively. The learnings in this course help a project management consultant expand their expertise in monitoring and control. By mastering Earned Value Management (EVM) techniques and effective reporting strategies, a project management consultant can provide valuable guidance to clients seeking to improve project outcomes. The course's emphasis on practical examples and exercises equips them with real-world tools and techniques to share with their clients.
Program Manager
A program manager oversees a group of related projects, managing interdependencies and ensuring alignment with strategic goals. This course helps a program manager refine their skills in monitoring and controlling multiple projects simultaneously. The Earned Value Management techniques provide a framework for assessing overall program health, allowing the program manager to make informed decisions. The insights into effective communication strategies covered in this course may prove particularly valuable for a program manager, who must often convey complex information to diverse stakeholders. This course gives program managers the monitoring insights they need.
Engineering Manager
An engineering manager leads a team of engineers, overseeing technical projects and ensuring quality. The ability to effectively monitor and control project health is critical for an engineering manager. This course equips them with the necessary tools and techniques, including Earned Value Management (EVM), to track project progress and identify potential issues early on. The course's emphasis on change control procedures can help an engineering manager minimize disruptions and maintain project momentum. By mastering these skills, an engineering manager can drive successful project outcomes.
Construction Manager
A construction manager oversees construction projects from start to finish, managing budgets, schedules, and safety. This course can help a construction manager by providing the essential knowledge they require to understand project health monitoring and its pivotal role in project success. The emphasis on change control procedures equips a construction manager to mitigate risks and maintain project integrity. Furthermore, the practical examples and exercises offered in this course help them to apply monitoring and control strategies in real world scenarios. This course may be particularly helpful.
Quality Assurance Manager
A quality assurance manager is responsible for ensuring that products or services meet established quality standards. This course provides them with the knowledge and skills to effectively monitor and control project processes, ensuring that quality is maintained throughout the project lifecycle. The focus on Earned Value Management (EVM) techniques can help a quality assurance manager identify deviations from planned progress and take corrective action to prevent quality issues. The course's emphasis on change control procedures can help them manage changes in project scope or requirements while maintaining quality standards.
Project Coordinator
A project coordinator provides administrative support to project managers, assisting with tasks such as scheduling, documentation, and communication. This course helps a project coordinator gain a deeper understanding of project monitoring and control processes. By learning about Earned Value Management (EVM) and effective reporting techniques, a project coordinator can become a more valuable member of the project team, proactively identifying potential issues and ensuring that project information is accurate and up-to-date. This course offers coordinators more context and know how.
Scrum Master
A scrum master facilitates agile project development, ensuring that the team adheres to scrum principles. This course can help a scrum master by providing a foundation in project monitoring and control, which complements agile methodologies. Understanding Earned Value Management (EVM) and project health reporting techniques can enable a scrum master to track project progress and identify impediments more effectively. The course's emphasis on communication strategies can help a scrum master facilitate effective communication within the team and with stakeholders. This course may be helpful.
Program Coordinator
A program coordinator supports the program manager. This course may help a program coordinator by providing a deeper understanding of program monitoring and control processes. The course can help them become more valuable to the program team by proactively and efficiently identifying potential issues. The course offers effective EVM reporting techniques and effective project health monitoring methods. With this, they may more accurately and efficiently track and store program information. This course helps coordinators add more value to their roles.
Portfolio Manager
A portfolio manager oversees a collection of projects and programs, ensuring that they align with the organization's strategic objectives. This course may help a portfolio manager by providing the tools and techniques to monitor and control the overall health of the portfolio. The emphasis on Earned Value Management (EVM) can help them assess the performance of individual projects and programs, making informed decisions about resource allocation and prioritization. This course may give valuable strategic insights to portfolio managers.
Project Management Office Director
A project management office director is responsible for establishing and maintaining project management standards and methodologies across an organization. This course may help a project management office director by providing insights into best practices for project monitoring and control. The focus on Earned Value Management (EVM) and effective reporting techniques can inform the development of organizational standards and templates. The director can equip project managers and teams with proven strategies for ensuring project success. This course may be helpful.
Operations Manager
An operations manager oversees the day-to-day operations of an organization, ensuring efficiency and productivity. This course may provide an operations manager with insights into project management methodologies, which can be applied to improve operational processes. The emphasis on monitoring and control techniques can help an operations manager track performance metrics and identify areas for improvement. The course's coverage of communication strategies can help them communicate effectively with their team and stakeholders. This course may be helpful to operations managers.
Change Manager
A change manager focuses on the people side of change, helping individuals and organizations adapt to new processes and technologies. Though not directly related to project management, the principles of monitoring and control covered in this course can inform a change manager's approach. Understanding how projects are tracked and managed can help a change manager anticipate potential challenges and develop effective strategies for mitigating resistance to change. The course's emphasis on communication strategies can provide valuable tools for engaging stakeholders and fostering buy-in. This course may be helpful.
Business Analyst
A business analyst identifies business needs and recommends solutions. While not directly managing projects, a business analyst benefits from understanding project monitoring and control. This course may help them to contribute more effectively to project teams by understanding how project health is tracked and managed. The exposure to Earned Value Management (EVM) techniques can provide a business analyst with a framework for assessing the value and feasibility of proposed solutions. This course can help business analysts better understand projects.
Data Analyst
A data analyst collects, cleans, and analyzes data to identify trends and insights. Data analysts need not have experience in project management. However, the course's teachings may give a data analyst more context so that they can be helpful to project managers, program managers, and operations managers. This course helps data analysts learn more about projects.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Project Management Course: Project Monitoring, Control & EVM.
For project managers working on larger, more complex initiatives, understanding program management is crucial. This standard provides a framework for managing multiple related projects to achieve strategic objectives. adds more breadth to the existing course. This book is commonly used by project management professionals.
Provides a comprehensive overview of Earned Value Management (EVM) principles and techniques. It delves into the calculation and interpretation of EVM metrics, offering practical guidance on implementing EVM in real-world projects. It useful reference for understanding EVM, which key component of the course. This book is commonly used by project management professionals.

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