Project Management

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Looking for your insight new PM without formal training and tools

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I have just been promoted to a PM at my long term employer. This is a brand new position so there is not any processes or standards in place, I'll be creating it all. I'm coming from the accounting department where I also managed the facilities and major renovations without any formal documentation processes. I have started the training for my CAPM. I would love to know what gems you found most beneficial in and outside of PMI. A great podcast or youtube? I would love to focus my energy in the right direction. I am also trying to learn smartsheets inside and out as I think that is what we will be using. Thank you for any insight!
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Jul 30, 2024 7:26 AM
Replying to Rebecca Tibbits
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Thanks Rami! Is this separate than the state chapters? I did join the NH chapter.
No, it’s not separate. Most chapters have this program. Check with your NH Chapter if they have one and if they do, it would be beneficial for you to join it and have a mentor for 6 months.
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Keith Novak Tukwila, Wa, United States
I had no formal PM training until after many years of OTJ experience and found that most of what I was doing wasn’t new or novel but actually similar across industries and based in well developed theory. Different terms were used, but the general concepts still applied.

What I would recommend is starting with a high level PM overview class or book that ensures you have covered all the basics in an organized way. Having been exposed to it in practice, I found it very interesting to study the material through the lens of my own experience. I didn’t learn much new, but I was better able to organize my own mental model similar to studying music or cooking theory after years of being self-taught and seeing how the pieces fit together. Even something like Project Management for Dummies can help sure you've covered the breadth of topics before digging too deep.

From there you can study aspects most relevant to the goals of your current job. That could be documenting the work to be performed, tracking progress, or communicating your plan and performance using visual tools.

Some people try to immediately apply every concept and tool adding a lot of unnecessary work and chaos. Start simple; adapt your processes and add to them as you identify improvement opportunities.
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1 reply by Rebecca Tibbits
Jul 30, 2024 1:48 PM
Rebecca Tibbits
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I think I really needed this reminder! I'm overwhelming myself with learning all the technical but if I step back I do really do and know more than I think. I just need to pull in my experience and tie it to what I'm learning. I appreciate it and my mantra will be "start simple!"
Jul 30, 2024 12:07 PM
Replying to Keith Novak
...
I had no formal PM training until after many years of OTJ experience and found that most of what I was doing wasn’t new or novel but actually similar across industries and based in well developed theory. Different terms were used, but the general concepts still applied.

What I would recommend is starting with a high level PM overview class or book that ensures you have covered all the basics in an organized way. Having been exposed to it in practice, I found it very interesting to study the material through the lens of my own experience. I didn’t learn much new, but I was better able to organize my own mental model similar to studying music or cooking theory after years of being self-taught and seeing how the pieces fit together. Even something like Project Management for Dummies can help sure you've covered the breadth of topics before digging too deep.

From there you can study aspects most relevant to the goals of your current job. That could be documenting the work to be performed, tracking progress, or communicating your plan and performance using visual tools.

Some people try to immediately apply every concept and tool adding a lot of unnecessary work and chaos. Start simple; adapt your processes and add to them as you identify improvement opportunities.
I think I really needed this reminder! I'm overwhelming myself with learning all the technical but if I step back I do really do and know more than I think. I just need to pull in my experience and tie it to what I'm learning. I appreciate it and my mantra will be "start simple!"
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Amirath Yaya Project Coordinator| UNC Healthcare Raleigh, Nc, United States
I think like someone suggested a good starting point would be to have a meeting with your leadership to get a clear understanding of what is expected of you as a PM also try to identify the methodology that would work best for the organization. From there you can better tailor where to focus your training.
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VerĂ³nica Elizabeth Pozo Ruiz RYLAI Access Control Quito, Pichincha, Ecuador
Dear Rebecca, I recommend that you read Rita Mulcahy's content. It's a good option to acquire PM Knowledge at your own pace, and it has very explanatory examples that will help you to understand the concepts clearly. Visit this link:
https://rmcls.com/about/rita-mulcahy

*Also, I recommend Rita Mulcahy's agile courses to gain Agile Knowledge at your own pace. Visit this link:
https://rmcls.com/pmi-acp-certification-resources/
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