Project Planning 101 Training Course

This instructor-led, live training in New Zealand (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 guidance on Process Owner responsibilities, enabling participants to clearly articulate their role within a process framework. It provides the education required to oversee the design, re-engineering, and continuous improvement of IT Service Management (ITSM) processes, with a specific focus on Agile Service Management. Learners will discover how to apply Scrum practices to Process Owner duties, utilise Agile and Lean principles to establish 'just enough' process, and ensure ongoing alignment between process performance and broader business objectives.

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

This instructor-led, live training in New Zealand (online or on-site) is tailored for intermediate-level professionals seeking to enhance workflow efficiency by harnessing ClickUp’s automation and integration features.

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

• Understand ClickUp’s automation capabilities and practical use cases.
• Create and manage automations to streamline workflows.
• Integrate ClickUp with third-party tools such as Slack, Google Drive, and Zapier.
• Configure triggers, conditions, and actions for automated task management.
• Optimise team collaboration through effective automation and integrations.

This instructor-led, live training in New Zealand (online or onsite) is designed for 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 New Zealand (online or on-site) is aimed at advanced-level professionals who wish to tailor ClickUp for business operations, enhance process efficiency, and integrate automation for scalable workflows.

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

• Customise ClickUp’s workspaces, views, and templates for business operations.
• Develop and optimise workflows for process management.
• Implement 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 New Zealand (online or on-site) is designed for advanced-level professionals seeking to leverage ClickUp for managing large-scale projects, facilitating cross-functional collaboration, and driving enterprise-wide efficiency.

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

• Implement ClickUp at an enterprise scale, following industry best practices.
• Structure workspaces, spaces, and projects to support 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 measures within ClickUp.

This instructor-led, live training in New Zealand (online or on-site) 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.
• Utilise views such as List, Board, and Calendar for better organisation.
• 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 New Zealand (available online or on-site) guides participants through the deployment of a JIRA instance. Participants will gain hands-on experience with advanced JIRA usage, including installation, configuration, upgrading, and migration. They will learn how to tailor JIRA to their specific project needs, manage users, groups, and project roles, configure and maintain dashboards, set up email notifications, implement JIRA security schemes, manage permissions, perform troubleshooting, and install and customise JIRA Service Desk. Additionally, they will learn to establish a knowledge base, manage Service Desk users, and collaboratively handle service requests.

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

• Possess a thorough understanding of JIRA administration.
• Customise JIRA to align with their business requirements.
• Configure JIRA email settings and notification rules.
• Manage and assign users, groups, and project roles effectively.
• Administer JIRA permissions and security schemes.
• Carry out JIRA troubleshooting procedures.
• Deploy and customise JIRA Service Desk.

This instructor-led, live training in New Zealand introduces the advanced capabilities of JIRA, including creating and managing various types of JIRA projects, leveraging JIRA for agile initiatives, configuring agile boards, managing both built-in and custom fields, creating and maintaining screens and filters, performing basic and advanced issue searches, applying screen schemes, managing and updating workflows, configuring and applying workflow schemes, conducting analysis, and generating reports.

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

• Manage issues efficiently.
• Create and execute Scrum and Kanban projects.
• Administer built-in and custom fields.
• Comprehend and oversee business processes, workflows, and workflow schemes.
• Conduct both basic and advanced searches and analysis.
• Produce and evaluate reports.

This instructor-led, live training in New Zealand introduces JIRA’s approach to software planning, tracking, and releasing, 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 New Zealand (available online or on-site) is tailored for intermediate-level business analysts who wish to master the tools and techniques of business analysis and prepare for the PMI-PBA exam.

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

• Learn the tools, techniques, and practices of business analysis 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.
• Understand the PMI-PBA certification process and prepare effectively for the certification exam.

Authorised training to prepare for the PMP® exam (Project Management Professional®). Each training participant receives a certificate of completion for the PMP-Prep training (35 hours).

Target group:

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

Training objectives:

• Comprehensive preparation to obtain the Project Management Professional (PMP®) certificate by systematising existing knowledge and familiarising participants with the specifics of the PMP® exam.
• Fulfilment of the formal PMP® exam admission requirement, namely the completion of 35 contact hours of project management training.
• Gaining familiarity with project management practices, techniques, and tools.

Form of classes:

• Presentations on project management topics.
• Questions and quizzes related to PMP® exam content.
• Practice questions in the style of PMP® certification exams and detailed analysis.

This instructor-led, live training in New Zealand (online or on-site) is tailored for project managers who wish to manage projects using Trello.

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

• Manage and track tasks to streamline project workflows and boost team productivity.
• Add functionality and extensions beyond the standard Trello features to track the progress of complex projects.
• Organise multiple projects effectively using Trello.

This course is designed for organisations seeking to optimise their processes by integrating the various digital platforms used in day-to-day operations, such as Trello, QuickBooks, Google Workspace, and the WhatsApp API.

This instructor-led, live training (available online or on-site) guides participants through connecting and automating workflows, strengthening project and financial control, and centralising information to enhance decision-making.

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

• Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
• Integrate communication via the WhatsApp API with operational workflows.
• Design multi-platform automation systems focused on efficiency and control.
• Implement security and monitoring policies 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 organisation's specific platforms and processes.
• Including additional tools such as Zapier, Make/Integromat, or Power Automate.
• Analysing and designing real data integration flows.