EPM & Microsoft Project Web-Based (Remote) Training

We have been in education for decades and along the way have seen trends come and go including video training, electronic classrooms, and interactive CDs. For whatever reasons, face to face classroom-like models have always seemed to work the best for everyone involved. Well developed classroom training has always provided the best vehicle for knowledge and skill transfer to individuals and groups.

However, we have changed our perspective some in the last couple of years as a result of working with a wide variety of EPM users in some unusual contexts all around the world.

For some learning and skill transfer traditional classroom training is still best if your only constraint is quality. But at times traditional classroom training is not practical for a variety of reasons such as cost, availability of space, time availability or dispersed project teams.

All of our courses can now be presented via the web and for some of these workshops web-based training can actually be equal or in some cases the preferred training method.  

Types of Web-Based Training
All of our web-based training is instructor led and typically follows one of these three styles:

  • Classic Webinar. For large audiences over 15 participants our training is in this format. We may still provide materials and spend time doing exercises but in most of these sessions we do not have a lot time for screen sharing and for individual time.

Most of these types of web-based training are conducted in 2 to 4 hours sessions.


These sessions work especially well for Team Members or experienced Project Managers that need to learn specific new functionally.


Warm-up materials typically are electronic, along with reality-check assessments, and cool-down activities. 

  • Demo. Usually conducted with a small group of 5 to 10 people, and we typically present specific EPM functionally or workflow.

Usually these sessions run 1 to 2 hours with a good part of the time in Q&A. 

  • Small Group Training. Usually conducted with a small group of 2 to 7 people. In this scenario we are taking our standard multi-day workshops, breaking the content up into 1 to 2 hour modules and covering the material over the Internet.

The time we spend in this type of training is 4 hours a day. Each participant has their own EPM environment to work in, and is given homework between sessions to complete.


These sessions are extremely interactive and could challenge classroom training for Project Server business administrators.

  • Mentoring. Web-based mentoring and coaching is one of the most effective means of developing skills and increasing knowledge over time that we have ever seen.

Web-based mentoring is an elegant training method. It is a cost effective, flexible, scalable but highly underutilized as a training technique. 


We are confident that web-based mentoring/coaching is going to become one of the best ways to develop the people involved in your EPM deployment.

How we Do Web-Based Training


We use GoToMeeting.com run by Citrix. Each person in the class logs in and calls a number in the US.

  • No speaker phones are allowed and each student must have two monitors. On one monitor they display your system and on the other monitor the GoToMeeting system that will display our screen or the screen of one of the other participants in the workshop. We have found video conferencing painful, problematic, and unnecessary. With our approach participants can be sitting at their desk in any location.
  • We schedule the workshops across multiple days. No more than 4 hours are conducted in a day. Usually 2, 2hr sessions are scheduled back to back with a 15 minute break between them. Configuration work is given to do between sessions.
  • Contingency plans are made for connection problems.


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