• Project Management for Automation Engineers (MT10C2)


    Length: 1 day
    CEU Credits: 0.7
    Course Hours: 8:00 a.m.-4:00 p.m.
    Certification of Completion: A Certificate of Completion indicating the total number of CEUs earned will be provided upon successful completion of the course.


    This course teaches project management as specifically applied to automation projects. Because automation projects require specialized approaches, it is critical for lead automation project engineers to take responsibility for implementing those techniques and approaches. It is also critical for their employers and their clients to ensure that this person has both the skills and the motivation to do those tasks, meshing the project leadership/management role with technical work. Since many projects employ levels of project managers, this course will also help you to work effectively with senior project managers who are responsible for high-level planning and other management tasks.

    While this course is focused on lead automation engineers and others in the project management role, it is equally valuable for customers and stakeholders of the automation project who want to work effectively with the project team and ensure that the project team focuses on the real deliverables. The material in this course is consistent with accepted project management terminology and concepts from the Project Management Institute (PMI) and with ISA's Certified Automation Professional® (CAP®) program.

    You will be able to:

    • Recognize the special techniques needed in automation projects to deal with the special characteristics of these projects
    • Distinguish how to outsource automation work effectively and deal with contracts
    • Identify the four objectives critical to automation projects rather than the three typical of other types of projects
    • Discuss the full range of planning needed for automation projects-not just cost, schedule, and work plan
    • Define the optimum relationships among vendors, industrial groups, and engineering organizations
    • Identify projects in their unique phases and achieve the specific deliverables needed from each phase
    • Discuss management and team building skills as they relate to automation projects

    You will cover:

    • Top Ten Issues in Leading Automation Projects: Deliver Benefits to Operations | Justify Projects | Work Efficiently with Providers | Execute First What, Then How, and Only Then Do | Freeze Design | Partner with Suppliers | Plan for Risk Events | Monitor Cost and Schedule Continuously | Do Milestone Reviews | Customer First
    • Characteristics and Objectives of Automation Projects: Role of Projects in Industrial Organizations | Project Benefits to Operations, Marketing, and Strategic Direction | Execution Objectives of Cost, Schedule, Scope, and Customer Satisfaction
    • Project Phase Concept: Project Phases vs. Project Management Phases | Importance of Phases | What, How, and Do Segments | Allowable Overlap between Phases | Selling the Phase Concept
    • Phases of an Automation Project-Content and Deliverables of Each: Conception | Development (Scope and Justification) | Customer Requirements Definition | Planning | Front End Engineering | Management of Detail Design | Construction | Checkout / Commissioning / Startup Support / Long Term Support | Project Closeout
    • Project Reviews: Reasons for Reviews | When to do Project Reviews | Structure and Staffing
    • Vendor Relationships: Purchasing Leverage | Value of Vendor Partnerships | Managing Vendor Relationships
    • Team and Management Skills for Lead Engineers: Role of the Lead Engineer | Teams | Communications | Relationships

    Classroom/Laboratory Exercises:

    • Small group exercise to develop a list of deliverables from key project phases

    If you wish to register offline, download the Training Registration Form, complete, and return to ISA with your payment.

    Not sure this particular course is for you?
    pre-instructional survey is available for you to evaluate your level of understanding of the course material and to show you the types of questions you'll be able to answer after completing the course.