Project Management for Sales
Learn to Apply Basic Project Management Techniques to Improve Sales Results
This sales training session is designed to be a working meeting. In this highly interactive workshop, participants will develop a sales project management template to better plan and manage all activities in the sales process. They will learn to apply project management techniques to the sales process to stay on top of the critical points in the sales process. This is especially important when they have complex sales and multiple sales opportunities going on at once.
Managing complex sales and multiple sales opportunities requires good project management skills.
With this program, participants will have a process and a plan to target their sales activities, meet time estimates, manage control points, control risks, and achieve greater sales success.
Designed as a ½-day session, approximately 90% of the course will be hands-on; applying the proven principals of good project management to the sales process. Project Management for Sales is a great session for your next sales meeting.
Because the course is activity-based and highly interactive, the sales project management plan developed by participants will be specifically tailored to the requirements of your industry and your organization.
Project Management for Sales Workshop Overview:
I. Sales Process and Template Development
- Strategic Goal Establishment
- Activity Definition Guidelines
- Sales Process Scoping Document and Checklist
- Work/Activity Breakdown Structure (WBS) Models
- WBS Identification Criteria
II. Sales Process Plan Development
- Internal and External Dependencies
- Identifying Sequential and Parallel Activities
- Activity Effort and Duration Estimating
- Schedule and Coordination Point Development
III. Sales Process Plan Tracking
- Milestones Development
- Schedule Controls Development
- Critical Path Definition and Development
- Gantt Chart and Time Line Development
IV. Sales Process Control and Re-planning
- Proactive Risk Assessment
- Risk Management Plan
- Contingency Plan Development
- Management Control Point Establishment
To receive more information about this Project Management Course call toll free at 877-385-5515.
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Featured Trainers in Project Management
Managing Project Stakeholders and Relationships
Learn How to Analyze Stakeholder Influence and Develop Strategies to Communicate, Set Boundaries and Manage Competing Expectations
This 2-day project management course trains project managers on the realities facing sponsors and project stakeholders at all levels. The course develops the leadership competencies to construct better project relationships, create positive energy and acquire more meaningful project results.
A project manager’s results are only as good as their ability to accomplish tasks through others.
In this interactive course, participants master skills and techniques necessary to influence in a diverse and rapidly changing world. They discover new ways to enhance creativity and how to empower and motivate others to achieve higher levels of performance.
Who Should Attend
This course is for those with little or no experience in project management who intend to work on a project or intend to manage a project soon and want to learn project management skills quickly.
Training Benefits
- Apply leadership skills and demonstrate leadership competencies that influence and gain support
- Build trust based relationships with stakeholders and team members
- Develop a consultative leadership style
- Identify personal risk tolerance
Overview of Concepts and Deliverables Provided
- Building your Project Leadership Competencies
- Project Management competency models
- Importance of compatibility as a prerequisite for trust
- Establishing compatibility on projects
- Building Knowledge, Skills and Experience
- Project management knowledge, skills and experience
- Building business context knowledge and expertise
- How to acquiring subject matter expertise quickly
- Building trust-based relationships
- Building project manager credibility and reliability
- Enhancing emotional reliability
- Project manager low self-orientation
- Listening
- Consultative Leadership and the Importance of Advising
- Servant Leadership in project management
- Being seen as a trusted adviser
- How to advise properly
- Step-by-step advising
- Advising or persuading
- How to Demonstrate Consultative Leadership
- Engaging others in the project goals
- Framing – logical and emotional
- Visioning and creating
- Building Commitment
- Dealing with resistance
- Managing Project Risks
- Risk Attitudes and emotional literacy
- Modifying risk attitudes
- Courage and self-confidence
- Fundamental choices and convictions
To receive more information about this Project Management Course call toll free at 877-385-5515.
You may also email us at This email address is being protected from spambots. You need JavaScript enabled to view it..
Featured Trainers in Project Management
Project Procurement Management
Learn how to identify contract components and understand the procurement process from start to finish.
This Project Procurement Management Course gives a detailed view of the processes used to acquire resources, to complete projects, and to ensure fulfillment of requirements. Strategic buying decisions can critically impact a project’s bottom line.
In this interactive session, participants learn best practices in procuring outside services and products. From the initial decision to buy through final contract closeout, participants are introduced to the procurement acquisition and contract processes of project management.
Using cases, interactive discussions and exercises, participants identify what must be done to successfully execute the key project procurement management processes. They discover best practices to plan purchases and acquisitions, plan contracting, request seller responses, select vendors, contract administration, and contract closure.
Who Should Attend
The course is designed for project managers wanting to enhance their understanding of the project procurement and contract management processes. Participants should have at least two years of experience working on project teams.
Training Benefits
- Understand the vocabulary and fundamental concepts of procurement and contracting
- Learn project procurement and contract management methods, tools and techniques
- Master the various types of contracts and pricing models, their strengths and weaknesses, and when they should be used
- Identify procurement and contract management issues from the unique perspectives of the buyer and seller
- Recognize how the purchases and acquisitions process plays a role in Project Procurement Management
- Utilize best practices for requesting responses and selecting sellers processes during Project Procurement Management
- Facilitate contract management activities and prepare the contract for closure
Overview of Concepts and Deliverables Provided
- Plan Purchases and Acquisitions
- Identify different contract types
- Identify plan purchases and acquisitions inputs and outputs
- Identify plan purchases and acquisitions tools and techniques
- Plan Contracting
- Identify factors that can influence contract planning
- Identify plan contracting process tools, techniques and outputs
- Identify plan contracting inputs
- Requesting Responses and Selecting Sellers
- Define the purpose of the request seller responses process
- Identify select seller's process inputs
- Identify select seller's process tools and techniques
- Identify select seller's process outputs
- Contract Administration and Closure
- Define the contract administration process
- Identify contract closure inputs and outputs
- Identify contract closure tools and techniques
To receive more information about this Project Management Course call toll free at 877-385-5515.
You may also email us at This email address is being protected from spambots. You need JavaScript enabled to view it..
Featured Trainers in Project Management
Project Risk Management
Learn how to use effective risk assessment tools to evaluate and respond to risk at project and task levels.
This Project Risk Management course teaches widely accepted risk assessment, management and control practices using tools and techniques.
In this Project Risk Management Seminar, participants learn the phases of project risk management and develop the skills needed to identify and analyze common sources of risk. They learn how to respond to basic types of risk and how to develop an effective risk management plan.
Who should attend
The course is designed for project managers or project team members who require a better understanding of risk management in their projects.
Training Benefits
- Classify project risks according to the knowns, known-unknowns, and unknown-unknowns
- Identify and classify project risks
- Follow the process for risk assessment
- Apply techniques to quantify project risk
- Develop a risk management plan
Overview of Concepts and Deliverables Provided
- Risk Management Planning Overview
- Who is responsible for risk management
- Who should perform the risk analysis
- When should risk analysis be done in the project life cycle
- When it should be reviewed and updated risk analysis
- Risk Identification – How is it determined?
- Identifying the most critical risks facing projects
- Analyzing Potential Risk Probability and Impact
- Using the tools available to determine risk factors
- Understanding which risks should be focused on
- Understanding what can be done to remove or reduce risk and it’s potential impact on the project
- Know when to take risks and when to avoid risks
- Applying practical Risk Analysis Methods
- What are the best techniques for different situations
- Skills and procedures used to build probability assessments of schedule and cost risks in sample projects
- Developing the project baseline and estimating schedule and cost contingencies
- Building a Risk Response Plan
- How the project manager should address each recognized risk
- Assigning risk control to project team members
- Building in contingencies
- Developing a mitigation or avoidance strategy
- Differentiate between management reserves and contingency reserves
- Parameters for risk acceptance
- Develop a risk management plan
To receive more information about this Project Management Course call toll free at 877-385-5515.
You may also email us at This email address is being protected from spambots. You need JavaScript enabled to view it..
Featured Trainers in Project Management
Project Quality Management
Learn Project Quality Management Techniques to Eliminate or Reduce Rework
In this Project Quality Management course, participants learn to develop and apply a project quality framework. They learn to apply the tools and techniques needed to deliver consistent project success in achieving desired project deliverables. Participants learn how to plan quality into a project and determine key metrics to manage project and process quality.
Who should attend
This course is designed for project managers or individuals who have had project management training or experience and exposure to basic project management techniques. Individuals taking this course typically have at least two years of experience working on project teams.
Training Benefits
- Understand the relationship among quality planning, quality assurance and quality control
- Apply tools and techniques to monitor and improve quality
- Develop the ability to track key quality metrics to satisfy customer needs
- Determine process metrics to maintain quality standards
- Take on the responsibilities to ensure the existence of an adequate quality management process
- Implement effective project quality management best practices
- Apply analysis techniques to identify quality expectations and refine project scope
- Create a project Quality Management Plan
- Generate a quality assurance task list
- Know when and how to take corrective and improvement actions
- Design and implement quality gates throughout the project life cycles
- Construct continuous quality initiatives to assure success
Overview of Concepts and Deliverables Provided
- Project Quality Management Overview
- Project Quality Management Standards
- Identifying Project Quality Expectations
- Discovering stakeholder quality needs
- Identifying overall project scope
- Consolidating project quality requirements
- Balancing project, product and process quality constraints
- Stakeholders' quality expectations and requirements
- Acceptance criteria
- Relevant standards
- Quality responsibilities
- Quality Assurance (QA)
- Quality Control (QC)
- Facilitating root-cause analysis of nonconformance
- Supporting quality tools and techniques
- Establishing Quality Assurance (QA) Strategies
- Acting upon observations, deviations and nonconformance
- Matching QA techniques to the project life cycle
- Reviewing the quality assurance reports
- Developing corrective actions
- Invoking corrective procedures
- Shewhart's Control Chart
- Histogram
- Pareto Chart
- Scatter Diagram
- Weighing the advantages and disadvantages
- Defining selection criteria and guidelines
- Benefits
- Selecting QC Tools and Techniques
- Differentiating common tools and techniques
- Cause and Effect Diagram
- Using a Check Sheet
- Usage
- Limitations
- Examples
- Assigning tools and techniques to QC Gates
- Finalizing and Reviewing the complete QMP
- Integrating QMP skills into your organization
To receive more information about this Project Management Course call toll free at 877-385-5515.
You may also email us at This email address is being protected from spambots. You need JavaScript enabled to view it..