Introduction to Project Planning LIVE Course

June 17, 2025  |  8:30AM – 1PM MST

Course features

♦ Category: Project Management
♦ Subcategory: Planning, Estimating, Scheduling
♦ Time Required: 4 hours
♦ CE Credits: 4
♦ Exam: Yes
♦ Check on Learning

Course Overview

Whether you’re stepping into your first project planning role or want to sharpen your construction management skills, this course delivers a practical, real-world introduction to project planning in restoration and construction. You’ll learn how to scope projects by trade, use planning tools like Xactimate, build work breakdown structures (WBS), and create accurate, realistic schedules.

Explore core concepts like the Iron Triangle (scope, time, cost), scheduling logic, estimating, and budgeting essentials—including RFQs and cost forecasting. By the end, you’ll be confident in turning a project from concept to execution with clear documentation, timelines, and budgets.

What will learn

In this course, you’ll learn how to structure and plan construction projects from the ground up. You’ll master the fundamentals of project scoping by trade, develop work breakdown structures (WBS), and use tools like Xactimate to support estimating and budgeting. You’ll also build schedules that account for task logic, duration, and dependencies—ensuring your projects finish on time and within budget. Plus, we’ll walk through real examples of budgeting, RFQs, and planning documentation.

You should attend if….

♦ Newcomers entering the restoration or insurance-based construction space
♦ Construction professionals pivoting into restoration
♦ Office and field team members seeking industry orientation
♦ Entrepreneurs and technicians looking to launch or grwo a restoration business
♦ Anyone exploring career development in a recession-resilient, purpose-driven field

Certificate of Training

Major Course Topics

✓ Fundamentals of Project Planning
✓ The Iron Triangle
✓ Defining Project Scope by Trade
✓ Work Breakdown Structure
✓ Full Project Scheduling
✓ Budgeting & Estimating Project Durations
✓ Hard vs. Soft Logic
✓ RFQs and Cost Management