Project management for finance professionals 2018 - Workshop

My Offerings


Finance professionals are constantly involved in developing business initiatives or improving process which require the organisation and rigour of an effective project management process.

This comprehensive workshop assists finance professionals to understand both how and why project management is essential to successfully achieving organisational business objectives and provides practical tools to apply within their planning process.

Drawing on extensive experience the workshop is delivered by an expert project management and financial practitioner using a comprehensive case study and practical exercises, tailored for the finance professional. Focused on structured, rigorous project delivery you will gain a comprehensive understanding of project management including:

  • Validation of the need for the project
  • Key roles of the project team
  • The steps in project initiation
  • How to ensure the project keeps on track
  • How to measure success project success


  • Understand what constitutes a project, and identify potential projects within a finance department
  • Understand the differences between below the line and above the line projects
  • Understand the role of the key stakeholders in project delivery of a financial project including the project sponsor, project manager and the project team
  • Identify how project management can assist in delivering key aspects of improvements in the finance department
  • Use project management in the delivery of financial projects
  • Understand the value of a business case prior to a financial project kick-off and the role of all the key stakeholders in the formulation of this business case
  • Recognise the importance of robust start-up and planning phases to the successful delivery of a financial project
  • Determine appropriate project measures used in deploying effective project management for a financial project
  • Demonstrate an understanding of how to evaluate project success and how to improve projects


This workshop is suitable for any finance professional looking to improve their project management skills and add value to their organisation.

Please note enrolments close 2 working days prior to the workshop date. Please enrol at least 3 working days prior to the workshop to ensure any dietary and special requirements can be accommodated.

Looking for a customised learning solution for your organisation or team? Contact us today to discuss in-house learning options.



1 day