Project Planning 101 Training Course

This instructor-led, live training in Mexico (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 program provides insight into the responsibilities of the Process Owner, enabling them to clearly articulate their role as a process steward. It delivers the essential education required 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 leverage Agile and Lean principles to implement 'just enough' processes, ensuring continuous alignment between process performance and broader business objectives.

Learn how to leverage Agile Service Management to increase the value your processes deliver to customers and to compete in a fast-paced, disruptive market. A Certified Agile Service Manager serves a role equivalent to that of a development Scrum Master. Together, Scrum Masters and Agile Service Managers can instill Agile thinking throughout the entire IT organization, forming the foundation of a DevOps culture.

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

Upon completing 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 Mexico (online or on-site) is aimed at advanced-level professionals who wish to tailor ClickUp for business operations, enhance process efficiency, and integrate automation for scalable workflows.< / p>

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

• Customize ClickUp’s workspaces, views, and templates for business operations.<
• Develop and optimize workflows for process management.<
• Implement advanced automation for repetitive tasks.<
• Integrate ClickUp with other business tools and data sources.<
• Monitor and analyze process efficiency using ClickUp reporting.<

This instructor-led, live training in Mexico (online or onsite) is designed for advanced professionals who aim to use ClickUp to manage large-scale projects, facilitate cross-functional collaboration, and enhance enterprise-wide efficiency.

Upon completing this training, participants will be capable of:

• Deploying ClickUp across the enterprise using proven best practices.
• Organizing workspaces, spaces, and projects to support large teams.
• Utilizing sophisticated reporting tools and dashboards to gain executive-level insights.
• Streamlining workflows through automation and integrating ClickUp with existing enterprise systems.
• Strengthening governance, compliance, and security protocols within ClickUp.

This instructor-led, live training in Mexico (online or onsite) guides participants through the deployment of a JIRA instance. Learners will master advanced JIRA usage, including installation, configuration, upgrades, and migration. The course covers customizing JIRA for specific projects, managing users, groups, and project roles, configuring dashboards, defining email notifications, implementing 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 completion of this training, participants will be able to:

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

This instructor-led, live training in Mexico introduces the advanced capabilities of JIRA, including creating and managing various types of JIRA projects, utilizing 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 Mexico introduces JIRA's approach to software planning, tracking and releasing as it walks participants through the creation and management of a JIRA project.

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

• Understand 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.

Upon completing this training, participants will be able to:

Apply Lean principles to construction projects.

Implement the Last Planner System (LPS) to improve planning reliability.

Integrate Agile, Scrum, and Kanban practices in construction environments.

Identify waste, bottlenecks, and improve workflow on site.

Design visual dashboards and tracking systems adapted to construction projects.

This instructor-led, live training session (Mexico via online or on-site formats) is tailored for intermediate-level business analysts who aim to learn essential 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 is designed to prepare you for the PMP® exam (Project Management Professional®). Upon completion, each participant will receive a Certificate of Completion for the PMP-Prep training (35 hours).

Target Audience:

• Experienced project managers seeking to enhance their qualifications and gain international recognition through the prestigious Project Management Professional (PMP®) certification.
• Less experienced project managers and team members who wish to expand their knowledge and project management skills.
• Mid-level and senior managers looking to strengthen their competencies in managing and supervising projects.
• Individuals with project management experience who want to further develop their skills.

Training Objectives:

• To provide comprehensive preparation for obtaining the Project Management Professional (PMP®) certificate by systematizing existing knowledge and familiarizing participants with the specifics of the PMP® exam.
• To fulfill the formal admission requirement for the PMP® exam, which includes obtaining 35 contact hours of project management education.
• To introduce participants to the best practices, techniques, and tools of project management.

Format of the Course:

• Presentations covering key project management topics.
• Questions and quizzes related to PMP® exam subjects.
• Analysis of sample questions and question styles found on the PMP® certification exam.

This instructor-led, live training in Mexico (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 designed for organizations looking to streamline their operations by connecting key digital platforms used in daily workflows, including Trello, QuickBooks, Google Workspace, and the WhatsApp API.

Led by an instructor, this live training (available online or in-person) walks participants through the steps of linking and automating workflows, enhancing project and financial oversight, and centralizing data to support better decision-making.

Upon completing this training, participants will be able to:

• Connect and automate workflows between Trello, QuickBooks, and Google Workspace.
• Integrate WhatsApp API communication into operational workflows.
• Design multi-platform automation systems focused on efficiency and control.
• Implement security and monitoring policies for active integrations.
• Document and maintain automated processes in operation.

Format of the Course

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

Course Customization Options

• Adapting the 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.