Day 1 - Morning Session
Agency Workflow
Roles + Responsibilities
Understanding Rates
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Day 1 - Afternoon Session
Client Architecture
Campaign Architecture
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Day 2 - Morning Session
Project Architecture
Phased Workflow
Levels of Architecture Detail
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Day 2 - Afternoon Session
Workamajig® Platinum Overview
Project Templates + Setup
Managing Campaigns
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Day 3 - Morning Session
Project Timelines + Schedules
Adding, Removing + Moving Tasks
Using Durations, Constraints, Predecessors + Lags
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Day 3 - Afternoon Session
Pricing Strategies
Scoping + Estimating
Estimating Labor
Estimating Expenses
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Day 4 - Morning Session
Optional: Resourcing Overview
Managing POs + Misc. Costs
Transaction Management
Budget to Actual Management
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Day 4 - Afternoon Session
Billing + Invoicing: PM’s Perspective
Billing/Revenue Recognition Meeting Process
Transitioning to Platinum
CPI Agency PM Certification Quiz
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