In today's fast-paced business landscape, successful project management requires a platform that is not only powerful but also incredibly intuitive and flexible. This "Agile Mastery: Monday.com Project Management Training Course" is your essential guide to harnessing Monday.com, the visual and collaborative Work OS that brings teams together to achieve their goals. This program is meticulously designed to help you streamline complex workflows, automate repetitive tasks, and visualize project progress with unparalleled clarity, empowering you to lead projects with confidence and agility.

Over 10 intensive days, this training will transform you into a Monday.com expert, proficient in creating customized project boards, building automated workflows, and generating insightful dashboards that provide real-time visibility. You will gain hands-on experience in connecting all aspects of your work, from planning and execution to reporting and collaboration. By the end of this course, you will possess the skills to create a centralized, dynamic workspace that boosts team productivity, simplifies communication, and drives project success from start to finish.

Duration: 10 days

Target Audience:

• Project Managers
• Team Leads
• Marketing Coordinators
• Operations Managers
• Business Analysts
• Account Managers
• Event Planners
• IT Project Leads
• HR Professionals
• Consultants

Objectives:

• Understand the core features of Monday.com
• Create and customize boards for various projects
• Automate workflows and notifications
• Build a project portfolio for high-level oversight
• Track project progress with dashboards
• Collaborate with internal and external stakeholders
• Use integrations to connect with other tools
• Manage resources and team workload
• Create forms for streamlined data collection
• Optimize existing workflows for greater efficiency

Course Modules:

Module 1: Introduction to Monday.com

• The Work OS framework
• Navigating the user interface
• Understanding different board types (Main, Shareable, Private)
• Creating your first board and item
• Best practices for initial setup

Module 2: Board Creation and Management

• Customizing columns to fit your workflow
• Using groups to organize items
• The power of the status column
• Managing items and sub-items
• Saving and organizing your boards

Module 3: Communication and Collaboration

• Using the updates section for team communication
• Mentioning teammates and leaving comments
• Subscribing to items for notifications
• Sharing boards with team members
• The role of a Project Manager in Monday.com

Module 4: Views and Filtering

• Switching between different views (List, Kanban, Gantt)
• Using the Gantt view for project timelines
• The Files view for a central document repository
• Creating and saving custom filters
• The Calendar view for scheduling

Module 5: Automations

• The purpose of automations
• Setting up simple "when this happens, do that" automations
• Creating custom, multi-step automations
• Using automation recipes
• Monitoring and troubleshooting automations

Module 6: Dashboards and Reporting

• The purpose and types of dashboards
• Creating a new dashboard
• Adding and customizing widgets
• Connecting multiple boards to a single dashboard
• Sharing and publishing dashboards

Module 7: Forms

• Creating a new Monday.com form
• Customizing form fields and design
• Using forms for project intake and feedback
• Sharing forms via URL or embed code
• Managing form submissions

Module 8: Integrations

• Connecting Monday.com to other platforms
• The Monday.com for Microsoft Teams and Slack integrations
• Integrating with Google Drive and Dropbox
• The Monday.com API and its applications
• Exploring the integrations marketplace

Module 9: Project Portfolio Management

• An overview of the Project Portfolio Management solution
• Creating a portfolio dashboard
• Tracking the status of multiple projects in one view
• Using the Workload view to manage resources
• Best practices for portfolio-level reporting

Module 10: Advanced Columns and Formulas

• Using advanced column types like rating and progress tracking
• Setting up formula columns
• Using conditional formulas for logic
• Creating cross-board connections
• Troubleshooting formula errors

Module 11: Workload Management

• The importance of workload management
• Using the Workload view to manage team capacity
• Allocating team members to projects
• Identifying and resolving bottlenecks
• Reporting on resource utilization

Module 12: Board Templates and Customization

• Using pre-built templates for common projects
• Creating your own board templates
• Customizing board settings and permissions
• Setting up item and column permissions
• The power of template galleries

Module 13: Admin and Security

• The Admin section overview
• Managing users and groups
• Setting up security protocols
• Using the audit log for compliance
• The importance of governance

Module 14: Data Integration with Monday Workdocs

• Introduction to Workdocs
• Creating and collaborating on documents
• Embedding boards and dashboards in documents
• Using Workdocs for meeting notes and project plans
• The synergy between Workdocs and boards

Module 15: Case Studies and Scenarios

• Applying all learned skills to a real-world project
• Managing a software development cycle
• Using Monday.com for a marketing campaign
• Troubleshooting a complex workflow
• Presenting project metrics to leadership

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 10 working days before commencement of the training.