Project Management Masterclass
Salesforce Project Delivery for Beginners – Unlock your Consulting Potential in just 11 weeks!
Register nowMaster Project Management for Salesforce Partners
Accelerate your career by mastering the specialized discipline of managing Salesforce projects and teams in consulting/partner firms. Our comprehensive 10-module course is designed specifically for service delivery professionals associated with Salesforce implementations. This highly interactive hands-on training will equip you to:
🎯 Skillfully govern complex Salesforce projects by aligning stakeholders on scope, objectives, budgets, timelines and quality expectations
🎯 Structure profitable contracts that meet client needs while managing provider risk exposure
🎯 Apply adaptive project management methodologies attuned to the iterative nature of Salesforce rollouts
🎯 Develop core competencies to lead all key aspects of rigorous Salesforce implementations including requirements analysis, solution design, configurations, customizations, data migration and user adoption
🎯 Monitor project health by tracking blended sets of metrics related to progress, issues, risks, changes, quality and costs
🎯 Lead high-performing teams by maximizing productivity, collaboration and outcomes through purposeful leadership and relationship management
🎯 Successfully transition project deliverables to customers by managing expectations, providing support, and continually enhancing value
Course Overview
The 11 module curriculum balances strategic project oversight with tactical project execution. The learning approach employs a mix of individual concepts mastery as well as collaborative project simulations.
Module 1
Project Governance and Initiation
- Defining project scope, objectives and outcomes
- Handover process from sales to delivery
- Securing budget, timeline and resource approvals
Module 2
Commercials and Contracting
- Structuring statements of work
- Payment terms and milestones
- Change control clauses in contracts
Module 3
Delivery Approaches and Methodologies
- Waterfall vs agile vs hybrid approaches
- Iterative development with prioritized backlogs
- Planning for post Go-live
Module 4
Managing Discoveries I – Client Engagement
- Kick-off and planning sessions
- Conducting user interviews and workshops
Module 5
Managing Discoveries II – Gathering Requirements
- Gathering business, functional and non-functional requirements
- Documenting Discovery deliverables
- Presenting the Solution
Module 6
Project Planning and Financial Management
- Creating and scheduling project plans
- Estimating effort and assigning resources
Module 7
Risks, Issues and Change Control
- Identifying and analyzing project risks
- Tracking issues to resolution
- Following change control processes
Module 8
Team Leadership
- Clarifying roles and responsibilities
- Onboarding and orienting project team
- Creating a culture of high performance in teams
Module 9
Managing Client Relationships
- Defining Client Acceptance Process
- Understanding Client Satisfaction Criteria
- Managing stakeholders proactively
Module 10
Testing and Quality Management
- Developing test strategies and test plans
- Defect tracking and resolution cycles
- User acceptance and production testing
- Establishing quality gates
Module 11
Cutover, Transition and Closure
- Planning transition with actionable checklists
- Providing go-live and post go-live support
- Conducting project closure and retrospectives
Join us today and embark on the path to a brighter future in consulting
£2,499 per person
(+VAT for UK customers)
Get started todayMeet your trainer
Pei has been a systems engineer, DBA, CRM Business Analyst, Functional Consultant, QA Manager, and Project/Programme Manager. At heart though, she is a Mentor, a Coach and a Teacher, and loves to share her learnings and experience with others to become outstanding consultants.
Hear what others have to say
This is the most concise compilation of soft skill lessons I've seen. Pei's bite-sized videos are perfect to watch in any free moment. Anyone starting a new career as a new consultant needs to watch these.
Anita Smith
Pei is a fantastic trainer. Even after a year, I still hear her voice guiding me in certain situations. The role plays in the Masterclass were my favourite. Pei's positive influence continues to impact me to this day.
Michaela Janikovicova
Upcoming Cohorts for 2024
Enrol today to gain the specialized capabilities needed to advance your career as a Salesforce delivery expert within consulting/partner ecosystems. Over 11 weeks, you'll attend Zoom sessions with Pei on the selected dates below from 2:00 PM to 5:00 PM (GST).
Spring
Closed
Summer
Closed
Fall
Sept 10, 17 and 24; Oct 1, 8, 15 and 22; Nov 5, 12, 19 and 26
Winter
Closed
