Project Management for Banking Industry

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Project Management for Banking Industry


Any Bank that aim to be the industry leader must marry its strategic goals and operational goals with the tenets of Project Management and must perform only necessary processes that work that are flexible enough to react to the challenges of the business environment.

Adopting project management tools and methodology in Banking operations is a synergy of value creation. The value should start from the vision of the organization. A company would always distinguish itself from its competitors through its processes. Every process done in an organization should add value to the organization, which is eventually delivered to the customer.

Project management helps working within the constraints faced by a business in achieving objectives. The most important tool in project management, the work breakdown structure (WBS) is linked to the strategic plans of businesses. Project Management helps in Business Process Re engineering i.e. fundamental rethinking and radical redesign of business process to achieve dramatic improvements in tracking measures such as cost, quality and time. Aligned with the Project Management Institute’s A Guide to the Project Management Body of Knowledge (PMBOK® Guide) latest edition, this course will build new competencies and skills to complete an extensive, realistic, project case study.

In this course, you will be introduced to the core knowledge required around project management skills and key initiatives for requirements analysis, risk management, quality assurance, financial management, cost benefit analysis, capital planning and investment assessment, contracting and procurement, planning and evaluating skills, business process reengineering.

At the conclusion of the course, you will provide a closing presentation to the project sponsor that includes a thorough review of the results, lessons learned, and recommendations for improvements.


  • Eliminate unnecessary processes, cut out dead wood
  • Process measurement; setting goals, assigning tasks, monitoring results, improving processes, taking corrective action as needed
  • Change quality control from inspecting and rejecting output to a planning role involving the design of systems and procedures to reduce the likelihood of suboptimal production
  • Estimate time and costs that realistic and manageable
  • Identify and analyze risk and present a project plan to team members and stakeholders
  • How to identify and reduce organizational barriers to strategic execution


The course consists of 32 hours of instruction taught in a four-day program, including lecture and hands-on exercises.


  • Foundations of Project Management: Project management framework; project life cycle; project management knowledge areas; what is project and why project management; Project constraints; Project charter; Project stakeholders
  • Develop Project Plan: Seven steps of successful planning; Develop a Work Breakdown Structure (WBS); Develop schedule; Determine budget; Develop quality and methods; Plan human resources and communication; Managing the risk; Plan procurement; Plan stakeholders
  • Managing the Project: Baselines; Project plan execution; Quality assurance; Team development; Conduct procurement; Managing change; Managing and controlling communication; Managing Risk; Managing and controlling stakeholder engagement; Assessing and monitoring project performance; Earned value.
  • Closing the Project: Best practices for formal sign-off; Collecting lesson learned; Archiving project documents.
  • Case Studies: Analyzing cost and benefit of product development; Managing risk occurred; Managing project team; Dealing with conflict

All Participants will get:

  • Course Materials
  • Stationery
  • Certificates
  • Meals (1x lunch and 2x coffee breaks)