In the modern workplace, effective project management hinges on simplicity, flexibility, and a shared visual understanding of progress. This "Kanban Catalyst: Trello Project Management Training Course" is your gateway to mastering Trello, the renowned collaborative tool that brings a visual Kanban approach to task and project management. This program will equip you with the skills to design and implement Trello boards that transform complex projects into a clear, card-based system, empowering you to boost team efficiency and maintain seamless control over every task.

Over a focused 10-day period, this training will give you the practical knowledge and confidence to leverage Trello's full potential. You'll learn to customize boards for diverse needs, automate repetitive actions with Power-Ups, and use advanced features to track progress and report to stakeholders. By the end of this course, you will be able to create a centralized, dynamic workspace that not only simplifies project coordination but also enhances team communication and ensures every milestone is met with clarity and collaboration.

Duration: 10 days

Target Audience:

• Project Managers
• Team Leads
• Marketing Managers
• Operations Managers
• Event Planners
• Scrum Masters
• Product Managers
• Freelancers
• Small Business Owners
• Content Creators

Objectives:

• Understand the core concepts of Trello
• Create and customize Trello boards
• Master the use of lists and cards
• Automate workflows with Power-Ups
• Collaborate effectively with team members
• Manage multiple projects and teams
• Integrate Trello with other tools
• Use advanced features like checklists and custom fields
• Track progress with reporting and dashboards
• Optimize a project workflow from start to finish

Course Modules:

Module 1: The Trello Basics

• The fundamental structure of boards, lists, and cards
• Navigating the Trello interface
• The purpose of the Kanban method
• Creating your first board and inviting teammates
• The role of a Trello administrator

Module 2: Card Management

• Creating and moving cards between lists
• Adding descriptions and due dates to cards
• Attaching files and images
• Using checklists to break down tasks
• Archiving and deleting cards

Module 3: Lists and Board Organization

• Best practices for organizing lists
• Creating a standardized workflow
• Using lists for different stages of a project
• Sorting and filtering cards within a list
• Customizing your board's background

Module 4: Collaboration and Communication

• Assigning members to cards
• Mentioning teammates in card comments
• The Trello inbox and notifications
• Using the activity log to track changes
• The importance of a clear communication protocol

Module 5: Power-Ups and Automation

• Understanding what Power-Ups are
• The Automation Power-Up (Butler)
• Automating repetitive actions
• Setting up rules and card buttons
• Exploring popular Power-Ups

Module 6: Board Customization

• Using labels for categorization
• Adding custom fields to cards
• Creating a custom field template
• Using card covers for visual cues
• The benefits of card templates

Module 7: Reporting and Tracking Progress

• Using card counts and the progress bar
• Creating a dashboard with reporting Power-Ups
• The importance of a consistent tracking system
• Filtering cards to find key information
• Sharing progress with stakeholders

Module 8: The Trello Workspace

• Creating and managing workspaces
• Inviting members to a workspace
• Controlling permissions and access
• The difference between a public and private board
• Best practices for team-wide Trello use

Module 9: Integrations

• Connecting Trello to other software
• Integrating with Slack, Microsoft Teams, and other tools
• Using the Trello API
• The benefits of a connected workflow
• Exploring the integrations directory

Module 10: Advanced Board Design

• Designing a board for a marketing campaign
• Creating a board for a product launch
• Using Trello for agile and scrum methodologies
• Designing a content calendar board
• Creating a sales pipeline board

Module 11: Mobile and Desktop App

• Using the Trello mobile app
• The benefits of the desktop application
• Syncing across devices
• Working offline
• Creating cards on the go

Module 12: Project Management with Trello

• Setting up a project with milestones and deadlines
• Using dependencies with Power-Ups
• Managing a project backlog
• The role of a Project Manager in Trello
• Scaling Trello for large projects

Module 13: Workload and Resource Management

• Using the Workload Power-Up
• Assigning tasks to manage team capacity
• Visualizing team workload
• Identifying and preventing bottlenecks
• Reporting on resource allocation

Module 14: Case Studies and Best Practices

• Analyzing successful Trello implementations
• A case study on managing a remote team
• Best practices for maintaining clean and organized boards
• Avoiding "board sprawl"
• Troubleshooting common Trello issues

Module 15: Security and Governance

• An overview of Trello's security features
• Managing board permissions and privacy
• Understanding the audit log
• The importance of Trello governance
• The value of a Trello champion

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.