Strategic Project Planning and Management


Course Info

Code PO4-110

Duration 5 Days

Format Classroom

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Strategic Project Planning and Management

Day 5 of each course is reserved for a Q&A session, which may occur off-site. For 10-day courses, this also applies to day 10

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Course Summary

In today's rapidly changing business environment, effective strategic planning and project management are indispensable for organisational success. This course equips participants with the skills and techniques necessary to navigate uncertainties and manage projects from initiation to closure. Through practical financial modelling and analysis, attendees will learn how to make informed decisions and drive strategic initiatives within their organisations.  


Upon completion of this course, participants should be able to:  

  • Recognise the features and benefits of effective project management.  
  • Evaluate organisational frameworks and cultures.  
  • Understand essential aspects of project management.  
  • Propose and implement organisational changes to improve change strategy.  
  • Assist in the planning and forecasting process using financial modelling.  
  • Utilise Excel's financial modelling and data analytics tools effectively.  
  • Develop financial models for critical investment decisions.  
  • Create models for risk management.  

Effective strategic planning and project management are indispensable for organisational success in today's rapidly changing business environment. This course equips participants with the skills and techniques necessary to navigate uncertainties and manage projects from initiation to closure. Through practical financial modelling and analysis, attendees will learn how to make informed decisions and drive strategic initiatives within their organisations.  

This course utilises a comprehensive and interactive approach to learning, combining theoretical instruction with practical exercises. Participants will engage in lectures, hands-on activities, and group discussions to master strategic project planning and financial analysis. Real-world case studies and scenario-based tasks will enable attendees to practically apply project management concepts and financial modelling techniques. Using Excel for predictive analytics and data visualisation will be emphasised through guided exercises. Reflective practices and self-assessment tools will help participants evaluate their progress and enhance their skills, ensuring they are prepared to drive strategic initiatives and manage projects effectively within their organisations.  


Course Content & Outline

Section 1: Foundations of Project Management  

  • Exploring the features and benefits of effective project management and its cultural implications.  
  • Understanding program and portfolio management.  
  • Evaluating different organisational structures.  
  • Essential project management concepts, including project selection, prioritisation, and financial justification.  

Section 2: Project Planning and Financial Analysis  

  • Identifying project stakeholders.  
  • Introduction to Excel for predictive analytics and data visualisation.  
  • Building cash flow forecast and capital investment appraisal models.  

Section 3: Risk Management in Projects  

  • Understanding business breakdown structures and their application.  
  • Project scheduling, monitoring, and reporting.  
  • Risk assessment using qualitative and quantitative approaches.  

Section 4: Advanced Project Management Practices  

  • Implementing risk management strategies, including contingency and management reserves.  
  • Project closure and evaluation, managing key performance indicators (KPIs).  

Section 5: Organisational Change and Leadership in Projects  

  • Defining roles and responsibilities within project methodology.  
  • Becoming an effective project sponsor.  
  • Implementing project management and control systems.  
  • Proposing and managing organisational change.  

Certificate Description

Upon successful completion of this training course, delegates will be awarded a Holistique Training Certificate of Completion. For those who attend and complete the online training course, a Holistique Training e-Certificate will be provided.

Holistique Training Certificates are accredited by the British Assessment Council (BAC) and The CPD Certification Service (CPD), and are certified under ISO 9001, ISO 21001, and ISO 29993 standards.

CPD credits for this course are granted by our Certificates and will be reflected on the Holistique Training Certificate of Completion. In accordance with the standards of The CPD Certification Service, one CPD credit is awarded per hour of course attendance. A maximum of 50 CPD credits can be claimed for any single course we currently offer.



Course Video