In today’s fast-paced business environment, manual, repetitive tasks can significantly slow down project delivery and drain valuable time from project managers. This "Streamline Your Success: Automated Workflows for Project Managers Training Course" is meticulously crafted to empower you with the skills to design, build, and implement automated workflows that will save you time and improve project efficiency. By automating key processes, you can focus on strategic decision-making, team leadership, and ensuring your projects are completed successfully and on schedule.

This intensive 10-day training will take you on a journey from foundational concepts to advanced automation techniques, showing you how to connect your favorite project management tools, set up triggers and actions, and build intelligent workflows that respond to real-time events. You will gain hands-on experience using popular automation platforms to create seamless integrations and streamline everything from client communication to status reporting. By the end of this course, you will be a master of automation, equipped to transform how you manage projects.

Duration: 10 days

Target Audience:

• Project Managers
• Program Managers
• Project Coordinators
• Business Analysts
• Operations Managers
• Team Leads
• Scrum Masters
• Freelancers
• IT Professionals
• Product Managers

Objectives:

• Understand the core concepts of process automation
• Identify key project management processes for automation
• Select the right automation tools for your needs
• Create triggers and actions to build simple workflows
• Design and implement multi-step, complex workflows
• Integrate different project management tools and apps
• Use automation for intelligent reporting and communication
• Set up conditional logic in your workflows
• Troubleshoot and debug common workflow issues
• Apply best practices for creating sustainable automations

Course Modules:

Module 1: Foundations of Automation

• What is a workflow and why automate it
• The benefits of automation for project managers
• Identifying repetitive and manual tasks
• The key components of an automated workflow
• A look at popular automation platforms

Module 2: Automation Platforms

• An overview of platforms like Zapier, Make, and IFTTT
• The pros and cons of different tools
• The importance of app integrations
• Pricing and choosing the right plan
• Getting started with your first account

Module 3: Simple Workflow Design

• The anatomy of a basic workflow
• Setting up a trigger and an action
• Creating your first automation
• The role of data in a workflow
• Testing and validating your first workflow

Module 4: Advanced Workflow Logic

• The importance of filters and conditions
• Using multiple actions in a single workflow
• The concept of a router or path
• Handling errors and exceptions
• Creating a dynamic workflow

Module 5: Project Setup Automation

• Automating project creation from a template
• Automatically adding team members to a project
• Setting up initial tasks and milestones
• Notifying the team of a new project
• Syncing data from other systems

Module 6: Task Management Automation

• Automatically creating tasks from an email
• Moving tasks between different stages
• The importance of status updates
• Notifying team members of task changes
• Automating task assignments

Module 7: Client Communication Automation

• Automatically sending a welcome email to a new client
• The role of automated status updates
• Sending a weekly report to clients
• The importance of personalized communication
• Gathering feedback with automated forms

Module 8: Reporting and Dashboards

• Automatically creating a project report
• Sending a daily digest of project activity
• The importance of a real-time dashboard
• Exporting data for analysis
• The benefits of automated reporting

Module 9: Integrations with PM Tools

• Integrating your project tool with Slack or Teams
• Connecting your tool with Google Sheets or Excel
• The importance of two-way syncing
• How to handle different data formats
• The future of tool integration

Module 10: AI in Workflows

• Using AI for text summarization
• The role of AI in sentiment analysis
• Using AI to categorize tasks
• The importance of natural language processing
• The benefits of smart workflows

Module 11: Time Tracking and Invoicing

• Automatically creating a timesheet entry
• The role of automated invoicing
• The importance of accurate data
• The benefits of a streamlined process
• A look at the different tools available

Module 12: Advanced Use Cases

• Automating a marketing campaign launch
• A case study on a large-scale automation
• A use case on managing a consulting engagement
• The benefits of a fully automated process
• The importance of a well-designed workflow

Module 13: Troubleshooting and Best Practices

• How to debug a broken workflow
• Common errors and how to fix them
• The importance of naming conventions
• The role of version control
• Best practices for maintaining your automations

Module 14: Team and Change Management

• How to introduce automation to your team
• The importance of buy-in
• The role of training
• The benefits of a culture of automation
• The future of the project manager

Module 15: Security and Governance

• The importance of data security
• The role of user permissions
• The challenge of data privacy
• The benefits of a centralized governance
• Best practices for securing your data

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.