Project Planning 101 Training Course

This instructor-led, live training in Australia (online or onsite) is aimed at advanced-level professionals who wish to master ClickUp's reporting and dashboard features to drive data-driven decision-making and optimise workflows.

By the end of this training, participants will be able to:

• Create and customise advanced dashboards in ClickUp.
• Use ClickUp's reporting tools to track key performance indicators (KPIs).
• Automate data collection and visualisation.
• Integrate external data sources for comprehensive analytics.
• Optimise dashboards for team collaboration and executive reporting.

This course offers insight into the responsibilities of the Process Owner, enabling them to articulate their activities as part of a cohesive process. It provides the necessary education to oversee the design, re-engineering, and improvement of IT Service Management (ITSM) processes, with a specific focus on Agile Service Management. Participants learn how to apply Scrum practices to Process Owner responsibilities and utilise Agile and Lean principles to establish 'just enough' processes, ensuring that process performance remains continuously aligned with overall business goals.

Learn how to utilise Agile Service Management to increase the customer value your processes create and to compete in a fast-paced, disruptive world. A Certified Agile Service Manager serves as the functional equivalent of a development Scrum Master. Together, Scrum Masters and Agile Service Managers can embed agile thinking throughout the entire IT organisation, establishing the foundation for a DevOps culture.

This instructor-led, live training in Australia (online or onsite) is tailored for intermediate-level professionals looking to streamline their workflows by harnessing ClickUp’s automation and integration capabilities.

Upon completion of this training, participants will be able to:

• Grasp ClickUp’s automation functionalities and practical applications.
• Build and manage automations to refine workflow processes.
• Connect ClickUp with third-party platforms such as Slack, Google Drive, and Zapier.
• Configure triggers, conditions, and actions for automated task handling.
• Improve team collaboration through strategic automation and integrations.

This instructor-led, live training in Australia (online or onsite) is aimed at intermediate-level professionals who wish to apply Agile project management principles using ClickUp’s features.

By the end of this training, participants will be able to:

• Set up and configure ClickUp for Agile project management.
• Manage sprints, backlogs, and epics effectively.
• Leverage ClickUp’s Kanban, List, and Timeline views for Agile workflows.
• Track team velocity, burndown charts, and performance metrics.
• Automate Agile processes to improve efficiency.
• Integrate ClickUp with other Agile development tools.

This instructor-led, live training in Australia (online or on-site) targets advanced professionals looking to customise ClickUp for business operations, boost process efficiency, and integrate automation for scalable workflows.

Upon completion of this training, participants will be able to:

• Customise ClickUp’s workspaces, views, and templates to suit business operations.
• Design and optimise workflows for effective process management.
• Deploy advanced automation for repetitive tasks.
• Integrate ClickUp with other business tools and data sources.
• Monitor and analyse process efficiency using ClickUp reporting.

This instructor-led, live training in Australia (online or onsite) is designed for advanced professionals looking to use ClickUp for managing large-scale projects, cross-functional teamwork, and organisation-wide efficiency.

By the end of this training, participants will be able to:

• Deploy ClickUp at an enterprise scale using best practice strategies.
• Organise workspaces, spaces, and projects effectively for large teams.
• Utilise advanced reporting and dashboards to gain executive-level insights.
• Automate workflows and integrate ClickUp with existing enterprise systems.
• Strengthen governance, compliance, and security within ClickUp.

This instructor-led, live training in Australia (online or onsite) is aimed at beginner-level professionals who wish to learn the fundamentals of ClickUp for task and project management, as well as personal productivity.

By the end of this training, participants will be able to:

• Navigate ClickUp’s interface and workspace structure.
• Create and manage tasks, lists, and projects efficiently.
• Utilize views like List, Board, and Calendar for better organization.
• Apply productivity features such as priorities, tags, and custom statuses.
• Collaborate effectively using comments, mentions, and shared spaces.
• Set up personal productivity workflows to manage daily tasks.

This instructor-led live training in Australia (online or onsite) guides participants through the deployment of a JIRA instance. Attendees will learn advanced JIRA usage, including installation, configuration, upgrading, and migration. The course also covers customising JIRA for specific projects, managing users, groups, and project roles, configuring dashboards, defining emails and notifications, applying security schemes, managing permissions, and troubleshooting. Additionally, participants will learn to install and customise JIRA Service Desk, set up a knowledge base, manage service desk users, and collaboratively handle service requests.

Upon completion of this training, participants will be able to:

• Gain a comprehensive understanding of JIRA administration.
• Customise JIRA to align with specific business requirements.
• Define JIRA emails and notifications.
• Manage and assign users, groups, and project roles.
• Oversee JIRA permissions and security schemes.
• Perform JIRA troubleshooting.
• Deploy and customise JIRA Service Desk.

This instructor-led, live training in Australia introduces the advanced capabilities of JIRA, including creating and managing different types of JIRA projects, using JIRA for agile projects, configuring agile boards, managing built-in and custom fields, creating and managing screens and filters, performing basic and advanced issue searching, applying screen schemes, managing and updating workflows, configuring and applying workflow schemes, performing analysis and generating reports.

By the end of this training, participants will be able to:

• Manage issues effectively.
• Create and run Scrum and Kanban projects.
• Manage built-in and custom fields.
• Understand and manage business processes, workflows and workflow schemes.
• Perform basic and advanced searches and analysis.
• Generate and review reports.

This instructor-led, live training in Australia introduces JIRA’s approach to software planning, tracking, and releasing by guiding participants through the creation and management of a JIRA project.

By the end of this training, participants will be able to:

• Understand the concepts and functionality behind JIRA's user interface and workflows.
• Add, modify, clone, link, and prioritise issues.
• Progress issues through the entire workflow.
• Perform searches.
• Manage and customise screens and filters.

This instructor-led, live training in Australia (online or onsite) is designed for intermediate-level business analysts keen to master business analysis tools and techniques while preparing for the PMI-PBA exam.

Upon completing this training, participants will be able to:

• Gain insight into the business analysis tools, techniques, and practices as defined by PMI.
• Master the five domains of business analysis.
• Develop practical skills for identifying stakeholder needs, managing requirements, and ensuring successful project outcomes.
• Navigate the PMI-PBA certification process and effectively prepare for the exam.

Author-led training designed to prepare participants for the PMP® exam (Project Management Professional®). Each participant receives a Certificate of Completion for the PMP-Prep training (35 hours).

Target Audience:

• Experienced project managers seeking to enhance their qualifications and achieve international recognition through the prestigious Project Management Professional (PMP®) certification.
• Less experienced project managers and project team members wishing to expand their knowledge and project management skills.
• Middle and senior managers aiming to broaden their competencies in managing and supervising projects.
• Individuals with project management experience who wish to further develop their skills.

Training Objectives:

• Comprehensive preparation for obtaining the Project Management Professional (PMP®) certification, involving the systematic review of existing knowledge and familiarisation with the specifics of the PMP® exam.
• Meeting the formal exam admission conditions for the PMP®, specifically obtaining the required 35 contact hours.
• Gaining knowledge of project management practices, techniques, and tools.

Format of Delivery:

• Presentations covering project management topics.
• Questions and quizzes related to PMP® exam subjects.
• Analysis of PMP® certification-style questions.

This instructor-led, live training in Australia (online or onsite) is aimed at project managers who wish to manage projects with Trello.

By the end of this training, participants will be able to:

• Manage and track tasks to improve project workflows and boost team productivity.
• Add functionality and extensions not included in the standard Trello for tracking the progress of complex projects.
• Organise multiple projects with Trello.

This program is tailored for organisations aiming to streamline operations by seamlessly connecting the digital platforms used in day-to-day activities, including Trello, QuickBooks, Google Workspace, and the WhatsApp API.

Delivered by an instructor through live online or onsite sessions, this training walks participants through connecting and automating workflows. It focuses on enhancing project and financial oversight while centralising information to support better decision-making.

Upon completion, participants will be able to:

• Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
• Integrate WhatsApp API communications into operational workflows.
• Design multi-platform automation systems that prioritise efficiency and control.
• Implement security and monitoring protocols for active integrations.
• Document and maintain automated processes in operation.

Course Format

• Conceptual explanations and guided demonstrations.
• Practical exercises applied to real-world operational scenarios.
• Hands-on practice using company-specific data and tools.

Course Customisation Options

• Adapting the content to the company’s specific platforms and processes.
• Including additional tools such as Zapier, Make/Integromat, or Power Automate.
• Analysing and designing real data integration flows.