Project Planning 101 Training Course

This instructor-led, live training in Romania (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 optimize workflows.

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

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

This course offers guidance on the responsibilities of the Process Owner, enabling them to articulate their role as a process entity. It provides the necessary education to oversee the design, re-engineering, and enhancement of IT Service Management (ITSM) processes, with a particular focus on Agile Service Management. Participants learn how to apply Scrum practices to Process Owner duties and utilize Agile and Lean principles to implement 'just enough' processes, continuously aligning process performance with broader business objectives.

Discover how to leverage Agile Service Management to increase the customer value generated by your processes and remain competitive in a fast-paced, disruptive market. A Certified Agile Service Manager serves a role analogous to a development Scrum Master. Together, Scrum Masters and Agile Service Managers can embed Agile thinking throughout the IT organization, forming the foundation of a robust DevOps culture.

This instructor-led live training in Romania (online or onsite) targets intermediate-level professionals aiming to enhance workflow efficiency by leveraging ClickUp’s automation and integration features.

Upon completing this training, participants will be able to:

• Grasp ClickUp’s automation capabilities and identify relevant use cases.
• Design and manage automations to streamline workflows.
• Connect ClickUp with third-party applications such as Slack, Google Drive, and Zapier.
• Configure triggers, conditions, and actions for automated task management.
• Improve team collaboration through the strategic use of automation and integrations.

This guided, live training in Romania (online or onsite) is designed for intermediate-level professionals who want 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 guided, live training in Romania (online or onsite) is designed for advanced professionals who want to adapt ClickUp for business operations, boost process efficiency, and incorporate automation for scalable workflows.

Upon completing this training, participants will be equipped to:

• Configure ClickUp’s workspaces, views, and templates to align with business operations.
• Design and refine workflows for effective process management.
• Deploy advanced automation solutions for repetitive tasks.
• Connect ClickUp with various business tools and data sources.
• Track and evaluate process efficiency through ClickUp reporting features.

This instructor-led, live training in Romania (online or onsite) is designed for advanced professionals who wish to leverage ClickUp for managing large-scale projects, cross-functional collaboration, and enterprise-wide efficiency.

Upon completion of this training, participants will be capable of:

• Implementing ClickUp at an enterprise scale while adhering to best practices.
• Organizing workspaces, spaces, and projects to support large teams.
• Utilizing advanced reporting and dashboards to gain executive-level insights.
• Automating workflows and connecting ClickUp with existing enterprise systems.
• Strengthening governance, compliance, and security protocols within ClickUp.

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

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

• Gain an in-depth understanding of JIRA administration.
• Customize JIRA to align with their specific business requirements.
• Configure JIRA emails and notifications.
• Manage and assign users, groups, and project roles.
• Oversee JIRA permissions and security schemes.
• Conduct JIRA troubleshooting.
• Deploy and customize the JIRA Service Desk.

This instructor-led live training in Romania 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 Romania covers 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:

• Comprehend the concepts and functionality underlying JIRA's user interface and workflows.
• Add, modify, clone, link, and prioritize issues.
• Advance issues through the complete workflow.
• Execute searches.
• Manage and customize screens and filters.

This instructor-led, live training in Romania (online or onsite) is aimed at intermediate-level business analysts who wish to learn the tools and techniques of business analysis and to prepare for the PMI-PBA exam.

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

• Learn the tools, techniques, and practices of business analysis as outlined by PMI.
• Master the five domains of business analysis.
• Develop practical skills for identifying stakeholders' needs, managing requirements, and ensuring successful project outcomes.
• Understand the PMI-PBA certification process and prepare for the certification exam.

Author-led training designed to prepare participants for the PMP® (Project Management Professional®) examination. Upon completion, every participant receives a certificate of completion for the PMP-Prep training program (35 hours).

Target Audience:

• Experienced project managers seeking to enhance their qualifications and gain international recognition through the prestigious Project Management Professional (PMP®) certification.
• Less experienced project managers and team members eager to expand their knowledge and project management skills.
• Middle and senior managers looking to broaden their competencies in project management and supervision.
• Professionals with existing project management experience who wish to refine and strengthen their skills.

Training Objectives:

• Provide comprehensive preparation for obtaining the Project Management Professional (PMP®) certification by systematizing existing knowledge and familiarizing participants with the specifics of the PMP® exam.
• Fulfill the formal eligibility requirement for the PMP® exam, specifically obtaining 35 contact hours of project management education.
• Introduce participants to project management practices, techniques, and tools.

Class Format:

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

This instructor-led live training in Romania (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.
• Organize multiple projects with Trello.

This program is tailored for organizations aiming to streamline their daily operations by connecting various digital platforms, including Trello, QuickBooks, Google Workspace, and the WhatsApp API.

Delivered as an instructor-led live training, available either online or on-site, this session walks participants through connecting and automating workflows. The goal is to enhance project and financial oversight while centralizing data to support better decision-making.

Upon completion, participants will be capable of:

• Connecting and automating workflows between Trello, QuickBooks, and Google Workspace.
• Integrating WhatsApp API communications into operational workflows.
• Designing multi-platform automation systems that prioritize efficiency and control.
• Implementing security and monitoring policies for active integrations.
• Documenting and maintaining automated processes.

Training Format

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

Customization Options

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