Project Planning 101 Training Course

This instructor-led, live training in Brazil (online or onsite) is aimed at advanced-level professionals who wish to master ClickUp's reporting and dashboard features to drive data-driven decision-making and optimize workflows.

By the end of this training, participants will be able to:

• Create and customize advanced dashboards in ClickUp.
• Use ClickUp's reporting tools to track key performance indicators (KPIs).
• Automate data collection and visualization.
• Integrate external data sources for comprehensive analytics.
• Optimize dashboards for team collaboration and executive reporting.

This course offers guidance on the responsibilities of the Process Owner, enabling them to articulate their role effectively as a process steward. It provides the necessary education to oversee the design, re-engineering, and enhancement of IT Service Management (ITSM) processes, with a specific focus on Agile Service Management. Participants will learn how to apply Scrum practices to Process Owner duties and utilize Agile and Lean principles to implement 'just enough' process frameworks while continuously aligning process performance with overarching business objectives.

Learn how to utilize Agile Service Management to increase the customer value your processes create and to compete in a fast-paced, disruptive world. A Certified Agile Service Manager serves as the working equivalent of a development Scrum Master. Together, Scrum Masters and Agile Service Managers can instill agile thinking throughout the entire IT organization, forming the basis of a DevOps culture.

This instructor-led, live training in Brazil (online or in-person) is aimed at intermediate-level professionals who wish to enhance workflow efficiency by leveraging ClickUp’s automation and integration features.

By the end of this training, participants will be able to:

• Understand ClickUp’s automation capabilities and use cases.
• Create and manage automations to streamline workflows.
• Integrate ClickUp with third-party tools like Slack, Google Drive, and Zapier.
• Set up triggers, conditions, and actions for automated task management.
• Optimize team collaboration through automation and integrations.

This instructor-led, live training in Brazil (online or onsite) is aimed at intermediate-level professionals who wish to apply Agile project management principles using ClickUp’s features.

By the end of this training, participants will be able to:

• Set up and configure ClickUp for Agile project management.
• Manage sprints, backlogs, and epics effectively.
• Leverage ClickUp’s Kanban, List, and Timeline views for Agile workflows.
• Track team velocity, burndown charts, and performance metrics.
• Automate Agile processes to improve efficiency.
• Integrate ClickUp with other Agile development tools.

This instructor-led, live training in Brazil (online or onsite) is designed for advanced professionals who want to tailor ClickUp to their business needs, improve process efficiency, and incorporate automation to create scalable workflows.

Upon completion of this training, participants will be able to:

• Customize ClickUp’s workspaces, views, and templates to suit business operations.
• Design and optimize workflows for effective process management.
• Deploy advanced automation for repetitive tasks.
• Integrate ClickUp with other business tools and data sources.
• Monitor and analyze process efficiency using ClickUp’s reporting features.

This instructor-led, live training in Brazil (online or on-site) is designed for advanced professionals who want to leverage ClickUp for managing large-scale projects, cross-functional collaboration, and enterprise-wide efficiency.

Upon completion of this training, participants will be able to:

• Deploy ClickUp at an enterprise scale while adhering to best practices.
• Organize workspaces, spaces, and projects to support large teams.
• Utilize advanced reporting and dashboards to gain executive-level insights.
• Automate workflows and connect ClickUp with existing enterprise systems.
• Strengthen governance, compliance, and security protocols within ClickUp.

This instructor-led, live training in Brazil (online or in-person) is designed for beginner-level professionals who want to learn the fundamentals of ClickUp for task and project management, as well as personal productivity.

By the end of this training, participants will be able to:

• Navigate ClickUp’s interface and workspace structure.
• Create and manage tasks, lists, and projects efficiently.
• Utilize views like List, Board, and Calendar for better organization.
• Apply productivity features such as priorities, tags, and custom statuses.
• Collaborate effectively using comments, mentions, and shared spaces.
• Set up personal productivity workflows to manage daily tasks.

This instructor-led live training in Brazil (online or onsite) guides participants through the deployment of a JIRA instance. Attendees will master advanced JIRA usage, including installation, configuration, upgrades, and migration. The course covers customizing JIRA for specific projects, adding and managing users, groups, and project roles, configuring dashboards, setting up emails and notifications, applying security schemes, and managing permissions. Additionally, participants will learn to troubleshoot JIRA, install and customize the JIRA Service Desk, establish a knowledge base, manage service desk users, and handle service requests collaboratively.

Upon completing this training, participants will be able to:

• Gain an in-depth understanding of JIRA administration.
• Customize JIRA to align with specific business requirements.
• Configure JIRA emails and notifications.
• Manage and assign users, groups, and project roles.
• Oversee JIRA permissions and security schemes.
• Conduct JIRA troubleshooting.
• Deploy and tailor the JIRA Service Desk.

This instructor-led, live training in Brazil introduces the advanced capabilities of JIRA, including creating and managing different types of JIRA projects, using JIRA for agile projects, configuring agile boards, managing built-in and custom fields, creating and managing screens and filters, performing basic and advanced issue searching, applying screen schemes, managing and updating workflows, configuring and applying workflow schemes, performing analysis and generating reports.

By the end of this training, participants will be able to:

• Manage issues effectively.
• Create and run Scrum and Kanban projects.
• Manage built-in and custom fields.
• Understand and manage business processes, workflows and workflow schemes.
• Perform basic and advanced searches and analysis.
• Generate and review reports.

This instructor-led, live training in Brazil introduces JIRA's approach to software planning, tracking, and releasing as it guides participants through the creation and management of a JIRA project.

By the end of this training, participants will be able to:

• Understand the concepts and functionality behind JIRA's user interface and workflows.
• Add, modify, clone, link, and prioritize issues.
• Progress issues through the entire workflow.
• Perform searches.
• Manage and customize screens and filters.

This instructor-led, live training in Brazil (online or onsite) is designed for intermediate-level business analysts who wish to learn business analysis tools and techniques and prepare for the PMI-PBA exam.

By the end of this training, participants will be able to:

• Learn the tools, techniques, and practices of business analysis as outlined by PMI.
• Master the five domains of business analysis.
• Develop practical skills for identifying stakeholders' needs, managing requirements, and ensuring successful project outcomes.
• Understand the PMI-PBA certification process and prepare for the certification exam.

This training prepares participants for the PMP® exam (Project Management Professional®). Upon completion, each participant receives a Certificate of Completion for the PMP-Prep training (35 hours).

Target Audience:

• Experienced project managers seeking to enhance their qualifications and validate them internationally with the prestigious Project Management Professional (PMP®) certification.
• Less experienced project managers and project team members wishing to expand their knowledge and project management skills.
• Middle and senior managers aiming to expand their competencies in managing and supervising projects.
• Individuals with project management experience who wish to improve their competencies.

Training Objectives:

• Comprehensive preparation for obtaining the Project Management Professional (PMP®) certificate by systematizing existing knowledge and familiarizing participants with the specifics of the PMP® exam.
• Fulfilling the formal eligibility requirement for the PMP® exam, i.e., obtaining 35 contact hours of project management training.
• Learning project management practices, techniques, and tools.

Class Format:

• Presentations on project management topics.
• Questions and quizzes related to PMP® exam subjects.
• Analysis of PMP® certification question formats.

This instructor-led, live training in Brazil (online or onsite) is aimed at project managers who wish to manage projects with Trello.

By the end of this training, participants will be able to:

• Manage and track tasks to improve project workflows and boost team productivity.
• Add functionality and extensions not included in the standard Trello for tracking the progress of complex projects.
• Organize multiple projects with Trello.

This course is tailored for organizations aiming to streamline their daily operations by integrating key digital platforms such as Trello, QuickBooks, Google Workspace, and the WhatsApp API.

Through this instructor-led live training (available online or onsite), participants will learn how to connect and automate workflows, thereby enhancing project and financial oversight while centralizing information to support better decision-making.

Upon completion of this training, participants will be able to:

• Establish and automate workflows connecting Trello, QuickBooks, and Google Workspace.
• Incorporate WhatsApp API communication into operational workflows.
• Design multi-platform automation systems optimized for efficiency and control.
• Implement security and monitoring protocols for active integrations.
• Document and maintain automated processes effectively.

Course Format

• Conceptual explanations paired with guided demonstrations.
• Practical exercises applied to real-world operational scenarios.
• Hands-on practice using company-specific data and tools.

Course Customization Options

• Adapting content to the company’s specific platforms and processes.
• Including additional tools such as Zapier, Make/Integromat, or Power Automate.
• Analyzing and designing real data integration flows.