Course Information
Project Management for Auditors
Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the professionaldevelopment@sao.texas.gov for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.
A course coordinator will email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.
Course Description
In the past few decades, organizations have discovered something incredible: the principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.
The Project Management workshop will give participants an overview of the entire project management process, as well as key project management tools that they can use every day. Specifically, how the project cycle mirrors the audit cycle, how to utilize project management for a more efficient and effective audit and how project management promotes transparent, continuous communication.
Course Objectives
Upon completion of this course, participants will be able to:
Define projects, project management, and project managers
Identify the five process groups and nine knowledge areas as defined by the PMI
Perform a project needs assessment and write goals, requirements, and deliverables
Build an audit project schedule by estimating time, costs, and resources
Monitor and maintain the project
Perform basic management tasks, including leading status meetings and ensuring all documents are complete at the end of the project
Outline:
Project Management Basics
What is a Project
Project Manager: Key Skills
Project Management Body of Knowledge (PMBOK)
PMBOK Focus Areas
Triple Constraint
Five Process Groups
Initiating
Planning
Executing
Monitoring & Controlling
Closing
Project Management for Internal Auditors
Five Process Groups
Engagement Initiation/Pre-Planning
Managing Expectations
Planning
Planning Meeting
Completion Dates
Creating a Task List
Creating the Schedule
Estimating Hours
Finalizing Initial Project Plan
Establishing Baselines
Creating a Risk Mitigation Plan
Fieldwork
Status Updates
Managing Multiple Projects
Managing Progress/Maintaining Control
Effective Delegation
Deadline Management
Time Management
Audit Reporting, Wrap-Up/Finalization
Exit Conference
Report Issuance
Agile Auditing Concepts applied to Audit Project Management
Appendix
Planning Tools
Prerequisites
Prerequisite not required.
Instructors
Danny M. Goldberg is a well-known speaker on internal auditing and People-Centric Skills. Danny co-authored People-Centric© Skills: Communication and Interpersonal Skills for Internal Auditors, via Wiley Publications. This is the first book published specifically to address the wide-ranging topic of communication skills for internal auditors. It has been offered through the IIA and ISACA bookstores since July 2015 and has sold over 3,000 copies (through April 2018).
Danny has over 21 years of professional experience, including five years leading/building internal audit functions. Danny was named as one of the Fort Worth Business Press 40 Under 40 for 2014. Danny is also accredited as the Professional Commentator of the Bureau of National Affairs - Internal Audit: Fundamental Principles and Best Practices (Professional Commentator). This book was authored by renowned audit scholars Curtis C. Verschoor and Mort A. Dittenhofer – co-author of Sawyer’s Internal Auditing.