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Project Management Course Modules

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Project management shows participants how processes, methods, knowledge, skills and experience can be used to achieve specific goals.

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Achieving A Shared Vision

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To identify specific actions that will enable groups to achieve a shared vision.
• To help individuals see how they will contribute to the achievement of a shared vision.

About

Time:
The exercise in this module can be complete within 45 minutes. In total, allowing for discussion, we recommend allowing 75 minutes to complete the module.

Aims:
• To identify specific actions that will enable groups to achieve a shared vision.
• To help individuals see how they will contribute to the achievement of a shared vision.

Group Size:
This module is suitable for use with most workshop/courses but is not recommended for use where the group has more than 25 participants (e.g., conferences).

Useful For:
Staff at all levels working in a team. It is particularly well suited to new teams formed for a fixed period to manage/implement a project.

You'll Need:
Plenty of sheets of thin A4 card and a selection of coloured pens (felt tip pens are ideal).

Notes:
This module allows the group to share their ideas on how they intend to work together to achieve a shared vision. The group need to be clear about what their vision is. If this isn’t the case, then you might wish to use the module, ‘Creating a Shared Vision’ to achieve this.

This activity can be used as a stand alone activity or combined with others (for example, 'Creating a Shared Vision' as part of a longer event.

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Beastly Barbecues - Introducing Change

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To encourage participants to think about how they would introduce a change programme.
• To consider the importance of establishing a sense that change is essential and urgent.
• To encourage participants to think about how they'll sustain change.

About

Time:
This exercise will take about 45 minutes to complete. In total, allowing for discussion, we recommend allowing 90 minutes to complete this module.

Aims:
• To encourage participants to think about how they would introduce a change programme.
• To consider the importance of establishing a sense that change is essential and urgent.
• To encourage participants to think about how they'll sustain change.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Managers.

You'll Need:
Nothing other than the materials provided.

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Boom or Bust - An Introduction to Profit and Loss Statements and Cashflow Forecasting

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To understand how a forecast profit and loss account is created.
• To give participants the opportunity to practise drafting a simple profit and loss account.
• To explain the importance of a projected cash flow statement.
• To recognise that forecasts are only as good as the assumptions on which they are based.

About

Time:
This exercise will take about 60 minutes to complete. In total, allowing for discussion, we recommend allowing 90 minutes to complete this module.

Aims:
• To understand how a forecast profit and loss account is created.
• To give participants the opportunity to practise drafting a simple profit and loss account.
• To explain the importance of a projected cash flow statement.
• To recognise that forecasts are only as good as the assumptions on which they are based.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff involved in business planning/financial forecasting for the first time.

You'll Need:
A calculator for every two participants.

Notes:
This module is intended for people with no finance experience and looks at how to draw up simple finance projections for a business plan by drafting a forecast profit and loss account and a rudimentary cash flow statement.

There is a current vogue not to include forecast balance sheets in business plans and so the balance sheet is not covered in this module.

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Breaking Goals Down

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To show the value of breaking goals down into smaller chunks.
• To provide participants the opportunity to practise breaking long-term goals down into a series of short term objectives.

About

Time:
The exercise in this module will take about 35 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To show the value of breaking goals down into smaller chunks.
• To provide participants the opportunity to practise breaking long-term goals down into a series of short-term objectives.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
We have provided you with a suggested Gap Analysis about learning to juggle. If your participants all work in a similar role or for the same organisation, you might wish to substitute this example with one that is more relevant to your participants.

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Bridge Challenge - Maintaining Momentum

Time:
In total we estimate this exercise will take 45 minutes.

Aims:
• To consider the importance of momentum when innovating.
• To look at what builds momentum behind a project or idea, and what saps energy from a project or idea.

About

Time:
The exercise in this module will take about 20 minutes to complete. In total, allowing for discussion, we recommend allowing 45 minutes to complete this module.

Aims:
• To consider the importance of momentum when innovating.
• To look at what builds momentum behind a project or idea, and what saps energy from a project or idea.

Group Size:
This module is suitable for use with groups of any size.

Useful For:
Managers.

You'll Need:
For this exercise you'll need to be able to split your participants into two teams, each with a different room to work in.

You'll also need to gather a set of 'building materials' for each team.

Typically, we provide each team with the following:
• 20 'pick-up' sticks.
• 3 pairs of scissors.
• 4 rulers.
• 6 sheets of A3 card (or 12 sheets of A4 card).
• A ball of string.
• A roll of sticky tape.

You can vary the materials you provide in any way you wish - the important thing is that each team must have exactly the same materials to work with (including the same number of pairs of scissors etc). You'll also need a toy car for each team (each should be the same size and weight). Choose a car that is 'Dinky' sized, rather than 'Matchbox' sized. (More mature UK readers will know what we mean!) For those of you who don't, we mean a car that is not too small - aim for something about six or seven inches long and weighing about 1lb (500 gram). We want this exercise to be challenging.

Notes:
This exercise can be used with very large groups (20 or more participants), but you'll need to establish more than two teams. Establish a number of small teams with four or five participants in them, and then some very large teams with perhaps a dozen participants in them.

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Creating A Shared Vision

Time:
In total we estimate this exercise will take 120 minutes.

Aims:
• To agree what success looks like for everyone.
• To establish effective working relationships within groups or teams.
• To create a vision statement for the team.

About

Time:
The exercise in this module can be complete within 90 minutes. In total, allowing for discussion, we recommend allowing 120 minutes to complete the module.

Aims:
• To agree what success looks like for everyone.
• To establish effective working relationships within groups or teams.
• To create a vision statement for the team.

Group Size:
This module is suitable for use with most workshop/courses but is not recommended for use where the group has more than 25 participants (e.g., conferences).

Useful For:
Staff at all levels working in a team. It is particularly well suited to new teams formed for a fixed period to manage/implement a project.

You'll Need:
• Plenty of post-it notes and flipchart paper.
• A selection of craft materials such as paints, brushes, glue, magazines, pieces of material. (You may prefer to restrict the materials available to coloured pens and paper, depending on the make up of the group you are working with.)

Notes:
This module allows the group to share ideas about what is important to them and to agree some communal aim, values and aspirations. As a result of this exercise the whole team will participate in the creation of a shared vision.

This activity can be used as a stand-alone activity or combined with others to form a longer event. The module Achieving a Shared Vision naturally leads on from this module.

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Delegation - Sink or Swim

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To introduce participants to the subject of delegation.
• To explore what constitutes effective and ineffective delegation.
• To consider best practice when delegating.
• To identify some pitfalls to avoid when delegating.

About

Time:
The exercises in this module can be completed within 40 minutes. In total, allowing for discussion, we recommend allowing 60 minutes to complete the module.

Aims:
• To introduce participants to the subject of delegation.
• To explore what constitutes effective and ineffective delegation.
• To consider best practice when delegating.
• To identify some pitfalls to avoid when delegating.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Team Leaders and managers.

You'll Need:
Blank sheets of A4 paper.

Notes:
For this module, you will need:
• Plenty of A4 paper.
• Copies of each handout for every participant.

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Effective Delegation

Time:
In total we estimate this exercise will take 120 minutes.

Aims:
• To agree the important principles of effective delegation.
• To review and learn from the experience of being delegated to.
• To recognise potential barriers to delegation.
• To prepare a checklist for effective delegation.
• To identify tasks that can’t be delegated.
• To plan for delegation.

About

Time:
The exercises in this module can be completed within 60 minutes. In total, allowing for discussion, we recommend allowing 120 minutes to complete the module.

Aims:
• To agree the important principles of effective delegation.
• To review and learn from the experience of being delegated to.
• To recognise potential barriers to delegation.
• To prepare a checklist for effective delegation.
• To identify tasks that can’t be delegated.
• To plan for delegation.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Supervisors and junior managers.

You'll Need:
Nothing other than the materials provided.

Notes:
A useful discussion based exercise that encourages participants to really think about when to delegate, why to delegate and when not to delegate.

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Employee Engagement 4 - Building Engagement

Time:
In total we estimate this exercise will take 40 minutes.

Aims:
• To help participants understand what it feels like to be engaged in their job and the difference it makes to how they feel and the quality of their work.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To help participants understand what it feels like to be engaged in their job and the difference it makes to how they feel and the quality of their work.

Group Size:
This module can be used with groups of between 3 and 16 participants.

Useful For:
Participants with managerial responsibility (or those who will have imminently.)

You'll Need:
• A Bridge Constructor Kit for each team. (These can be purchased from Trainers' Market.)
• A separate area for each team to work in, where they will be out of sight of the other team(s).

Notes:
It is advisable to start this exercise without too much introduction – just hand out the briefings and let them get on with it.

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Feelings Cards - Strategic Development

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To enable participants to consider how customers and staff view their organisation.
• To identify cultural/image strengths and weaknesses within the organisation.
• To generate discussion about how cultural/image strengths can be maintained, and how weaknesses might be overcome.

About

Time:
The exercise in this module will take about 45 minutes to complete (but can be shortened if necessary). In total, allowing for discussion, we recommend allowing 60 minutes to complete this module.

Aims:
• To enable participants to consider how customers and staff view their organisation.
• To identify cultural/image strengths and weaknesses within the organisation.
• To generate discussion about how cultural/image strengths can be maintained, and how weaknesses might be overcome.

Group Size:
Fairly adaptable but we would recommend use with groups of less than 15 participants, working in two teams.

Useful For:
Staff at all levels.

You'll Need:
• One set of Feelings Cards per team.
• Flipchart paper and marker pens for each team.
• Blu-tack.

Notes:
Use this as a catalyst for discussing how the organisation is currently viewed by its stakeholders, and how participants would like it to be viewed in the future.

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Feelings Towards Change

Time:
In total we estimate this exercise will take 30 minutes.

Aims:
• To identify how participants feel about change.
• To discuss the reasons for these reactions to change.

About

Time:
The exercise in this module will take about 15 minutes to complete. In total, allowing for discussion, we recommend allowing 30 minutes to complete this module.

Aims:
• To identify how participants feel about change.
• To discuss the reasons for these reactions to change.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing, other than the materials provided.

Notes:
This exercise can be used as the basis of an in depth module, with lots of discussion for change managers. It is equally useful though as a simple warm-up exercise introducing training around change, with a shorter discussion of the key points.

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Hotel Doldrums Part 1 - Where Are We Now?

Time:
In total we estimate this exercise will take 120 minutes.

Aims:
• To build an understanding of the key steps in strategic planning.
• To encourage participants to analyse financial and other data using a SWOT analysis.
• To encourage participants to think about where they are now, before moving on in the next module to consider where they want to be.

About

Time:
The exercise in this module can be completed in about 75 minutes. In total, allowing for discussion, we recommend allowing about 120 minutes for this module if working with 10-12 participants.

It is strongly recommended that, for maximum impact and best overall use of time, this module is run in conjunction with the other modules from the Hotel Doldrums series.

Aims:
• To build an understanding of the key steps in strategic planning.
• To encourage participants to analyse financial and other data using a SWOT analysis.
• To encourage participants to think about where they are now, before moving on in the next module to consider where they want to be.

Group Size:
An ideal group size for this module is 12, with participants working in 3 teams of 4. If you have more than 15 participants in your group, you may want to consider ‘doubling up’ on some of the briefs with more than one team using the same scenario. This doesn’t detract from the learning; in fact it can be interesting to see how different teams approach the same problem and task.

Useful For:
Staff at all levels including individuals, groups and teams that need to use strategic planning and analysis skills in the workplace.

You'll Need:
Each team will need a hotel data pack (provided) and a syndicate room or area.

Notes:
Hotel Doldrums is a series of modules that are designed to be run in sequence.

Together they form a complete 1.5 day workshop, which can be run as a single workshop, or as three independent sessions, each lasting between 2 and 4 hours. We’ve also suggested other modules you could add to the programme, if you have more time available.

Hotel Doldrums can also be run as a teambuilding game, where teams are left to compete with less facilitator involvement during the exercise, but a thorough review at the end. This takes about 3.5 hours to run.

If you prefer to use the teambuilding version of Hotel Doldrums, please download the trainer’s notes from the teambuilding games section of Trainers’ Library.

This series of modules is set in the context of the hotel industry but requires no specialist knowledge of it.

The modules, when used together, also draw out skills relating to business planning, problem solving, influencing, team working and making presentations.

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Hotel Doldrums Part 2 - Where Do We Want to Be?

Time:
In total we estimate this exercise will take 180 minutes.

Aims:
• To give participants the opportunity to identify and explore options and appraise these.
• For participants to create a 3-5 year outline strategic plan based on the fictional case study they’ve been given.

About

This module follows on from Hotel Doldrums, part 1, and is not designed to be used as a stand-alone module.

Time:
The exercise in this module can be completed in about 135 minutes. In total, allowing for discussion, we recommend allowing about 180 minutes for this module if working with 10-12 participants.

Aims:
• To give participants the opportunity to identify and explore options and appraise these.
• For participants to create a 3-5 year outline strategic plan based on the fictional case study they’ve been given.

Group Size:
An ideal group size for this module is 12, with participants working in 3 teams of 4. If you have more than 15 participants in your group, you may want to consider ‘doubling up’ on some of the briefs with more than one team using the same scenario. This doesn’t detract from the learning; in fact it can be interesting to see how different teams approach the same problem and task.

Useful For:
Staff at all levels including individuals, groups and teams that need to use strategic planning and analysis skills in the workplace.

You'll Need:
Each team will a hotel data pack (provided) and a syndicate room or area.

Notes:
Hotel Doldrums is a series of modules that are designed to be run in sequence.

Together they form a complete 1.5 day workshop, which can be run as a single workshop, or as three independent sessions, each lasting between 2 and 4 hours. We’ve also suggested other modules you could add to the programme, if you have more time available.

The modules, when used together, also draw out skills relating to business planning, problem solving, influencing, team working and making presentations.

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Hotel Doldrums Part 3 - How Will We Get There?

Time:
In total we estimate this exercise will take 240 minutes.

Aims:
• To encourage participants to develop a strategy from the options generated in previous sessions.
• To encourage participants to prepare and give a persuasive presentation outlining their strategy and the work they have done.
• To reflect on the learning from the Hotel Doldrums series of modules.

About

This module follows on from Hotel Doldrums, parts 1 and 2, and is not designed to be used as a stand-alone module.

Time:
The exercise in this module can be completed in about 140 minutes. In total, allowing for discussion, we recommend allowing about 240 minutes for this module if working with 10-12 participants.

Aims:
• To encourage participants to develop a strategy from the options generated in previous sessions.
• To encourage participants to prepare and give a persuasive presentation outlining their strategy and the work they have done.
• To reflect on the learning from the Hotel Doldrums series of modules.

Group Size:
An ideal group size for this module is 12, with participants working in 3 teams of 4. If you have more than 15 participants in your group, you may want to consider ‘doubling up’ on some of the briefs with more than one team using the same scenario. This doesn’t detract from the learning; in fact it can be interesting to see how different teams approach the same problem and task.

Useful For:
Staff at all levels including individuals, groups and teams that need to use strategic planning and analysis skills in the workplace.

You'll Need:
Each team will a hotel data pack (provided) and a syndicate room or area.

Notes:
Hotel Doldrums is a series of modules that are designed to be run in sequence.

Together they form a complete 1.5 day workshop, which can be run as a single workshop, or as three independent sessions, each lasting between 2 and 4 hours. We’ve also suggested other modules you could add to the programme, if you have more time available.

The modules, when used together, also draw out skills relating to business planning, problem solving, influencing, team working and making presentations.

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Influence 1 - The Games People Play

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To enable participants to consider the value and difficulty caused by organisational politics and political games.
• To create an understanding that managers cannot avoid politics and so need to know the games in which they may – deliberately or inadvertently – be playing.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 70 minutes for this module.

Aims:
• To enable participants to consider the value and difficulty caused by organisational politics and political games.
• To create an understanding that managers cannot avoid politics and so need to know the games in which they may – deliberately or inadvertently – be playing.

Group Size:
This module is suitable for use with groups of up to about 20 participants. It tends not to work well with very small groups.

Useful For:
All managers, but particularly those who are new to management and may not understand the political nature of organisations, including their own.

You'll Need:
Post-it notes, marker pens, a flipchart and copies of the handout provided.

Notes:
This is the first in a series of three modules examining influence, power and politics. It can be used on its own as a short session or with the other two to form a complete half day programme.

Politics is often seen as a ‘dirty word’ by many people, or as one in which they have no interest. The purpose of this module is for the participants to recognise that divorcing themselves from politics is a decision that could affect them adversely – and is, in itself, a political act. To influence the direction an organisation is taking means people taking part in politics.

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Influence 2 - Sources of Power

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To enable participants to understand what power is and where it comes from.

About

Time:
The exercise in this module can be completed in about 25 minutes. In total, allowing for discussion, we recommend allowing about 50 minutes for this module.

Aims:
• To enable participants to understand what power is and where it comes from.

Group Size:
This module is suitable for use with groups of up to about 20 participants. It tends not to work well with very small groups.

Useful For:
All managers, but particularly those who are new to management and may not understand that power comes from many different sources, not just authority.

You'll Need:
Nothing other than the materials provided.

Notes:
This is part two of three modules looking at influence, politics and power. It can be run on its own or combined with the other two modules to make a complete half day programme.

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Influence 3 - Profile of Power

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To allow participants the opportunity to identify their own sources of power, to know which they need to develop and to have an action plan for doing this.

About

Time:
The exercise in this module can be completed in about 50 minutes. In total, allowing for discussion, we recommend allowing about 80 minutes for this module.

Aims:
• To allow participants the opportunity to identify their own sources of power, to know which they need to develop and to have an action plan for doing this.

Group Size:
This module is suitable for use with groups of up to about 20 participants.

Useful For:
All managers but especially those who are new to the management role and may feel that they have little power of their own to allow them to accomplish results.

You'll Need:
Nothing other than the materials provided.

Notes:
This module is the third in a series looking at influence, power and politics. Whilst this module can be run on its on, it will have more effect if used as a follow on to the work done in Influence 2 - Sources of Power.

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On Target for Goal - Goal Setting

Time:
In total we estimate this exercise will take 180 minutes.

Aims:
• To define aims, goals and objectives.
• To identify the purpose of goal setting.
• To introduce a six-step model for goal setting.
• To enable participants to practise goal setting.
• To identify and discuss some tools and techniques that support setting and achieving goals.

About

Time:
The exercises in this module will take about 100 minutes to complete. In total, allowing for discussion, we recommend allowing 180 minutes to complete this module.

Aims:
• To define aims, goals and objectives.
• To identify the purpose of goal setting.
• To introduce a six-step model for goal setting.
• To enable participants to practise goal setting.
• To identify and discuss some tools and techniques that support setting and achieving goals.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
Although the whole module may take 3 or more hours to run, this is comprised of several smaller sessions that can, if necessary and appropriate, be separated. This module is appropriate for anyone who needs to set and achieve goals in the workplace, their career or their personal life.

You may find it helpful to work through the definitions set out in the first session and apply them to a goal of your own, so that you have a personal example to share with participants if they are a little reluctant to discuss their own goals.

Session four is a long session (2 hours) that takes participants through the goal setting process and allows time for them to define and describe in detail their goal(s). It is split into several sub-sections (linked to the stages of goal setting) for ease of use. The timing of a break is suggested but it may be taken at any time during this session, as convenient for the group.

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One Hump Or Two? - An Introduction to Continuous Improvement

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To provide a basic understanding of continuous improvement as a process and management tool.
• To place continuous improvement in context through a participatory exercise.

About

Time:
The exercises in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To provide a basic understanding of continuous improvement as a process and management tool.
• To place continuous improvement in context through a participatory exercise.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Old newspapers and sticky tape.

Notes:
You will need a large pile of old newspapers and some reels of sticky tape for this exercise.

You will also need to have made one "standard design" camel from folding or scrunching newspaper and using sticky tape.

This camel should have discernible legs, a head and a hump; but does not have to be a work of art! The participants need to be able to roughly copy it (note - the exercise is about improving upon the original). Finally you need to make a baton from newspaper, which will be used to bat the camel along in the camel races.

You will also require space to set up a track - this can usually be achieved by safely moving tables and chairs to the sides of the room.

You may wish to have a supply of small prizes available for the camel race winners.

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Planning for Change

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To identify the questions that need to be asked in advance of implementing any change.
• To create a ‘bench’ of pre-defined questions to use when planning.

About

Time:
The exercise in this module can be completed within 40 minutes. In total, allowing for discussion, we recommend allowing about 60 minutes for this module.

Aims:
• To identify the questions that need to be asked in advance of implementing any change.
• To create a ‘bench’ of pre-defined questions to use when planning.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Team leaders and junior managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This module is about planning the implementation of seemingly minor changes – a new process or procedure, a solution to a problem etc.

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Project Planning Part 1 - Introducing a 5-stage Process for Planning a Project

Time:
In total we estimate this exercise will take 155 minutes.

Aims:
• To provide participants with a simple but effective five stage method for planning a project or complex task.

About

Time:
The exercise in this module can be completed in about 100 minutes. In total, allowing for discussion, we recommend allowing about 155 minutes for this module.

Aims:
• To provide participants with a simple but effective five stage method for planning a project or complex task.

Group Size:
This module can be used with groups of up to 24 participants. Ideally, you'll have an even number of participants so they can work in pairs.

Useful For:
Anyone who needs to set up and/or commission and/or manage projects.

You'll Need:
• Post-it notes.

Notes:
There is nothing particularly complex or difficult about project planning; it simply requires a logical approach. If you are new to the topic, we suggest you take time to read and digest the pre-module reading. You might find it helpful to work through each of the stages yourself, using a project of your own - perhaps planning a course.

Although you will have asked participants to bring the pre-module reading with them, in practice some will forget. It’s a good idea to have spare copies ready in case this happens.

It’s a good idea to print more copies of the handouts than there are participants because these may be needed if someone has a particularly complex project to plan.

We have suggested that you ask participants to work in pairs. However, this module could easily be adapted and used by a complete project team to plan one project.

It is helpful if each pair has a table of their own where they can carry out the practical exercises. If you have a large group you will probably need a breakout room.

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Project Planning Part 2 - Risk Analysis and Contingency

Time:
In total we estimate this exercise will take 80 minutes.

Aims:
• To minimise the likelihood of crises and project failure through a simple risk analysis and contingency planning process.

About

Time:
The exercise in this module can be completed in about 60 minutes. In total, allowing for discussion, we recommend allowing about 80 minutes for this module.

Aims:
• To minimise the likelihood of crises and project failure through a simple risk analysis and contingency planning process.

Group Size:
This module can be used with groups of up to 24 participants. Ideally, you'll have an even number of participants so they can work in pairs.

Useful For:
Anyone who needs to set up and/or commission and/or manage projects.

You'll Need:
• Post-it notes.

Notes:
This is the second module in the Project Planning series, covering Risk Analysis and Contingency Planning. The first module, Project Planning – Part 1, must be run before this one.

If you are running this module on a different date from the first module it would be sensible to remind participants to bring their completed project plan from the previous session to this one.

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Project Planning Part 3 – Communication Plan

Time:
In total we estimate this exercise will take 35 minutes.

Aims:
• To consider issues around communicating your project plan effectively and to create a communication plan.

About

Time:
The exercise in this module can be completed in about 35 minutes. In total, allowing for discussion, we recommend allowing about 70 minutes for this module.

Aims:
• To consider issues around communicating your project plan effectively and to create a communication plan.

Group Size:
This module can be used with groups of up to 25 participants.

Useful For:
Anyone who needs to set up and/or commission and/or manage projects.

You'll Need:
Nothing other than the materials provided.

Notes:
This is the third module in the Project Planning series. The first two modules must be run before this one.

If you are running this on a different date from the first two modules it would be sensible to remind participants to bring their completed project plan, risk analysis and contingency planning documents to this session.

As with the previous sessions, you will probably need several copies of the handout per participant so make sure you have enough printed.

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Remote Rules - Managing or Working in Remote Teams

Time:
In total we estimate this exercise will take 50 minutes.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

About

Time:
The exercises in this module take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 50 minutes to complete this module.

Aims:
• To explore the background issues that affect remote teams.
• To help participants recognise the challenge of working collaboratively when geographically separated.
• To show the importance of establishing clear guidelines at the start of any project to ensure success.

Group Size:
This module is suitable for use with groups of up to 15 participants. We do not recommend it for very large groups.

Useful For:
Those responsible for managing remote teams, and those who currently work, or are about to start working in remote teams. It is particularly well suited to those that are just about to start working remotely.

You'll Need:
At least one set of the Rules for Remote Teams cards (provided). You might like to laminate these so that they can be used again.

Notes:
This is a useful follow on to the icebreaker Working in Remote Teams, which is also available in Trainers' Library.

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SMART Objectives

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To welcome participants to the course.
• To introduce the facilitator and participants to each other.
• To discover the participants needs.
• To encourage interaction and discussion.
• To practise writing SMART objectives.

About

Time:
The exercises in this module will take about 50 minutes to complete. In total, allowing for discussion, we recommend allowing 90 minutes to complete this module.

Aims:
• To welcome participants to the course.
• To introduce the facilitator and participants to each other.
• To discover the participants needs.
• To encourage interaction and discussion.
• To practise writing SMART objectives.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Supervisors and above.

You'll Need:
Nothing other than the materials provided.

Notes:
This module provides a long introduction to courses, but is particularly useful where the concept of SMART objectives is important to the training being delivered. It provides an ideal introduction to performance management training for example.

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Snakes and Ladders - An Introduction to Risk

Time:
In total we estimate this exercise will take 80 minutes.

Aims:
• To encourage participants to think about the nature of risk.
• To encourage participants to think about risk in relation to project management.
• To provide participants with an understanding of basic risk management strategies.

About

Time:
The exercises in this module will take about 30 minutes to complete. In total, allowing for discussion, we recommend allowing 80 minutes to complete this module.

Aims:
• To encourage participants to think about the nature of risk.
• To encourage participants to think about risk in relation to project management.
• To provide participants with an understanding of basic risk management strategies.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Team leaders and junior management.

You'll Need:
Coloured pens and sticky labels.

Notes:
This module can be used as a follow on from "The Wedding Planner", and "The Runaway Bride" to create a half day training programme. You will need a large supply of sticky labels that participants can write on. (Ideally these should be in a variety of colours). In addition you'll need plenty of coloured pens.

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The Ineffective Meeting (Supporting the Glasstap Film)

Time:
In total we estimate this exercise will take 95 minutes.

Aims:
• To encourage participants to critically review a meeting and identify areas for improvement.
• To consider the key responsibilities of the Chair and other attendees at a meeting.
• To help participants understand why conventions like an agenda and minutes are important.
• To provide an opportunity for participants to practice facilitating and participating in a meeting.

About

Time:
The exercise in this module can be completed in about 40 minutes. In total, allowing for discussion, we recommend allowing about 95 minutes for this module.

Aims:
• To encourage participants to critically review a meeting and identify areas for improvement.
• To consider the key responsibilities of the Chair and other attendees at a meeting.
• To help participants understand why conventions like an agenda and minutes are important.
• To provide an opportunity for participants to practice facilitating and participating in a meeting.

Group Size:
This module is suitable for use with groups of up to about 24 participants, as long as suitable projection facilities are available to give everyone a clear view of the training video.

Useful For:
Staff at all levels.

You'll Need:
• A computer and a means of connecting to a screen.

A DVD version of the film can be purchased from Trainers' Market.

Notes:
This module is designed to accompany the Glasstap film, ‘The Ineffective Meeting.’

This exercise involves a detailed look at a fictional meeting in order to identify what went wrong.

If your level of membership doesn’t include the option to stream this video, you can purchase either a DVD or a MP4 Download copy from Trainers' Market. Alternatively, you may wish to consider using ‘The Monthly Meeting’ in Trainers’ Library, which uses a similar approach to this module, and covers similar learning points, but with a meeting transcript that participants can read.

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The Pets' Meeting - Effective Meetings

Time:
In total we estimate this exercise will take 90 minutes.

Aims:
• To identify key learning points for running effective meetings.
• To identify strategies for managing difficult behaviours in meetings.

About

Time:
The exercise in this module will take about 80 minutes to complete. In total, allowing for discussion, we recommend allowing 120 minutes to complete this module.

Aims:
• To identify key learning points for running effective meetings.
• To identify strategies for managing difficult behaviours in meetings.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Staff at all levels.

You'll Need:
Nothing other than the materials provided.

Notes:
This exercise is based around a silly, but fun story that makes a lot of important points about effective meetings. It might not be appropriate for all participant groups, but if you are looking for something fun, imaginative and involving, this could be the exercise for you! The exercise can be used to review learning, or to test participants' existing knowledge about how to run effective meetings.

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The Runaway Bride - An Introduction to Budgeting

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To enable participants to identify key principles of budgetary management.
• To identify key questions that should be asked when agreeing budgets.
• To identify the issues that can arise when budget setting and managing budgets.

About

Time:
The exercises in this module will take about 35 minutes to complete. In total, allowing for discussion, we recommend allowing 70 minutes to complete this module.

Aims:
• To enable participants to identify key principles of budgetary management.
• To identify key questions that should be asked when agreeing budgets.
• To identify the issues that can arise when budget setting and managing budgets.

Group Size:
This module is suitable for use with groups of up to 25 participants.

Useful For:
Team leaders and junior managers.

You'll Need:
Nothing other than the materials provided.

Notes:
This module has been designed as a stand alone session but it can also be used as a follow on to the Course Module "The Wedding Planner". It is intended to provide an introduction to basic budgetary management for those taking on budget/project management responsibilities for the first time.

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The Two Farmers - Managing Team Performance

Time:
In total we estimate this exercise will take 70 minutes.

Aims:
• To help first time managers to recognise and discuss some of the things that they need to do to build awareness of the team and monitor its performance.
• To help first time managers understand the importance of spotting potential problems quickly and taking appropriate action to help the team overcome these.

About

Time:
The exercise in this module can be completed in about 50 minutes. In total, allowing for discussion, we recommend allowing at least 70 minutes for this module.

Aims:
• To help first time managers to recognise and discuss some of the things that they need to do to build awareness of the team and monitor its performance.
• To help first time managers understand the importance of spotting potential problems quickly and taking appropriate action to help the team overcome these.

Group Size:
This module is suitable for use with groups of up to about 18.

Useful For:
Teams, work groups and/or their leaders who wish to understand the elements of monitoring a team.

You'll Need:
Nothing other than the materials provided.

Notes:
This module can be usefully followed by any of the First Time Manager modules.

It can also be a useful inclusion in any training intervention around coaching teams.

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The Wedding Planner - A Time Management Exercise

Time:
In total we estimate this exercise will take 55 minutes.

Aims:
• To highlight the importance of time management.
• To introduce some of the key aspects of effective time management.

About

Time:
The exercise in this module can be completed within 35 minutes. In total, allowing for discussion, we recommend allowing about 55 minutes for this module.

Aims:
• To highlight the importance of time management.
• To introduce some of the key aspects of effective time management.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Staff up to junior management.

You'll Need:
Nothing other than the materials provided.

Notes:
This is a great introductory exercise, suitable for staff up to junior management level. Fun and involving it helps to identify some of the key rules for effective time management.

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Triangle of Responsibility - Three Key Roles of Management

Time:
In total we estimate this exercise will take 60 minutes.

Aims:
• To allow first time managers to become familiar with the important aspects of being a manager.
• To help participants understand the three key roles of a manager.

About

Time:
The exercise in this module can be completed in about 45 minutes. In total, allowing for discussion, we recommend allowing at least 60 minutes for this module.

Aims:
• To allow first time managers to become familiar with the important aspects of being a manager.
• To help participants understand the three key roles of a manager.

Group Size:
This module is suitable for use with groups of up to about 20 participants.

Useful For:
First time managers who are starting out in the role or managing a new team. This module is particularly useful for those individuals who need to understand some of the underlying principles of the role of manager.

You'll Need:
Nothing other than the materials provided.

Notes:
This module can be usefully followed by the following modules:
• Any First Time Manager course module from Trainers’ Library.
• Any Leadership module from Trainers’ Library.

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Trouble at the Inn - Managing Poor Performance

Time:
In total we estimate this exercise will take 180 minutes.

Aims:
• To encourage participants to consider different approaches to improving poor performance, and the relative merits of those different approaches.
• To encourage participants to think about appropriate timescales over which they might expect to improve performance and standards.
• To consider the implications of not taking action to improve poor performance.

About

Time:
This exercise will take about 80 minutes to complete. In total, allowing for discussion, we recommend allowing 180 minutes to complete this module.

Aims:
• To encourage participants to consider different approaches to improving poor performance, and the relative merits of those different approaches.
• To encourage participants to think about appropriate timescales over which they might expect to improve performance and standards.
• To consider the implications of not taking action to improve poor performance.

Group Size:
This module is suitable for use with groups of up to 15 participants.

Useful For:
Managers.

You'll Need:
Nothing other than the materials provided.

Notes:
There are two different versions of the team brief for this exercise.

For junior managers we recommend using version 1, which contains a list of actions that the managers could consider when dealing with the issues of poor performance.

For more experienced managers, we recommend using version 2, which does not provide any clues about the type of action they could take and encourages them to come up with their own solutions.

This module is ideally suited for inclusion in training around managing change.

You can reduce the amount of time needed for this module by approximately 30 minutes by not requesting a formal presentation and simply asking each team instead to talk through its proposed actions.

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