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Project Management: Planning Skills - Supervisors and Managers WEBINAR

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2.0 Credits

Member Price $89.00

Non-Member Price $109.00

Overview

As talent advance into supervisory roles they have to transition from being individual contributors to organizing a team to produce the results. However, most were never taught how to do the planning and scheduling to run projects because many of their leaders learned on the job as well. In this session we will borrow project management skills to teach new supervisors and managers how to start making longer term plans to optimize the team.

Highlights

Methods to breakdown a project into milestones so specific due dates and areas of responsibility are identified. Communication strategies to stay abreast of status and avoid conflicts early on in the project.

Prerequisites

None.

Designed For

Supervisors, managers, seniors in all service lines, HR, marketing, and operations.

Objectives

Discover the necessary mindset shift when moving from individual contributor to project manager. Identify best practices for navigating a new project or team through each project phase. Distinguish the difference between managing projects for a team versus an individual.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Samantha Mansfield, CPA Crossings LLC

Founder, Samantha Mansfield, LLC Samantha Mansfield has been in the tax and accounting technology industry since 2000. During that time she has consulted with firms of all sizes and spoken on workflow and web services implementations. In addition, she has trained on the use of technology as well as assisted firms in transforming their business models to fully leverage technology implementations. Over the last two decades she has incorporated these insights to develop and deliver educational summits and workshops to help firms accelerate their growth. Her bachelor’s degree is from Hillsdale College in Business Administration/ Marketing. Samantha has also served on the board of two not for profit organizations for several years as various officers. She is driven everyday by sharing information that helps people grow and succeed! In 2016 and 2018 Samantha made Accounting Today’s “Top 100 Most Influential People in Accounting” list, three consecutive years made CPA Practice Advisor’s “40 Under 40”, and in 2018 and 2019 was honored with AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award.

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Non-Member Price $109.00

Member Price $89.00