Project Sales Training Course

Description

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Project Sales Training Course Description

In this course, participants will learn how to manage project sales and bidding. And how sales people can use the project bidding details to execute and deliver the project on time and on cost to collect payment from customers.  This is a HRDF Claimable Course.  It is part of the sales training courses offered by Kognifi.

This course is from the perspective of Project Tender Bidding, Contract Terms, Operational Delivery and Payment Collection for Key Account Managers, Sales Teams, Project Managers and Project Teams.  If you are looking for an in-depth Tender Process Management Course, then look at our Kognifi Tender Bids Management Process Training Course.

In this course, participants will be introduced to the fundamentals of project management for sales teams.  This covers elements of scope of work, requirements control, communicating with stakeholders, supply chain, contract terms, project scheduling, tracking implementation and risk management controls and handover acceptance.

Project managers, legal and contract teams, solutioning teams, operations and logistics teams and project sales teams will be guided on how to use project management principles to manage and deliver to stakeholder expectations.  

Project Bids and Delivery Learning Objectives

• Knowing how to manage the project scope and the deals pipeline
• Knowing how to manage payment terms and project delivery terms
• Knowing how to plan, track and execute the project effectively
• Knowing how to conduct project acceptance, handover and closure

Project Bids and Delivery Learning Outcomes

• Able to note requirements and create proposals to meet requirements
• Able to lock in acceptance criteria and payment terms before project starts
• Able to collaborate and report accurately on project progress to stakeholders
• Able to document POD, acceptance and collect payment from customer

Project Management, Bids, Execution and Delivery Training Course Content

This training course has the following elements and content. The learning method will be based on lectures on the subject matter, interactive discussions, group activity and quizzes to test understanding.

Module 1 · Project Bidding, Negotiations and Agenda Setting

This module will introduce participants to the elements of  the tender project proposal management and the project scope of work.  These are the core concepts to know how the project bidding and proposal solutioning process works and what needs to be done.

• The project scope, customer requirements and deals negotiation · Lecture
• Securing the project deal, winning proposal, and meeting trackers · Workshop
• Presenting the deals pipeline, activity notes and tracker · Group Activity

Module 2 · Project Expectations and Contract Payment Terms

This module will introduce participants to the project contract and the project scope of work.  This is a core concept to know how to manage your risks.

• Project scope control, delivery, acceptance criteria, payment terms · Lecture
• Creating a project contract terms acceptance criteria template · Workshop
• Presenting the contract acceptance criteria and payment terms · Group Activity

Module 3 · Project Execution and Control

This module will introduce participants to the project politics, schedule, resources, change controls, reserves and cost baselines.  These are the core elements to control during project implementation and execution and what processes should be in place to manage these.

• Project workflow, installation, inventories, and people · Lecture
• Forecasting project schedule, troubleshooting, risks and baselines · Workshop
• Presenting the Project Plan and possible risks · Group Activity

Module 4 · Project Acceptance and Handover

This module will introduce participants to the project closure and handover phases.  This module is about ensuring how all parties can be protected from future risks and all outstanding claims and payments are resolved and closed. 

• Project delivery documentation, UAT and Invoicing · Lecture
• Creating list of potential issues and backup documentation · Workshop
• Presenting the Project Handover Plan · Group Activity

Learning Paths

This project management training course is on the sales path.  Even though the participants for this training are project managers, legal and contract officers, operations, logistics and project financing officers and solution architects.

This is because, this special project management and bids training course is focused on collecting payment without excuses. It ensures the business collects the payment without pushbacks on technicalities on project documentation, delivery scope and get the customer approvals done.

Therefore, all project team members and cross functional departments must know the inner workings of real world project requirements, project contract terms, project payment processes, project financing processes, project documentation and customer acceptance and approval processes.  Otherwise the business is just wasting cash conversion time and ROI, and leaving money on the table.

• Learning Path: Sales
• Learning Program: Key Account Management

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HRD Corp TTT Certified Trainer

The trainer for this digital marketing training course, Logarajah Thambyrajah, is TTT (Train The Trainer) certified by HRD Corp.  He is an SEO Consultant and the principal consultant for Kognifi. Come and join the training course that we offer.  Be trained by our experienced consultant and trainer with more than 30 years experience.  With global lessons learned in Fortune 500 companies to share with participants.

Kognifi is a HRD Corp Training Provider

Kognifi is an approved training provider (TP) by HRD Corp. We are listed in the HRD Corp portal. You can search for Kognifi on this HRD Corp link. Kognifi is a marketing and consulting company for digital marketing services and corporate trainings in Malaysia.  Kognifi provides HRD Corp claimable training in Malaysia.  Kognifi has a list of in-house business management, sales and marketing trainings in Malaysia.

How To Order Our Training Courses

Determine the training course you want your team to attend Contact us to get the latest training course outline, pricing and schedule for one of the following types of training for your selected course.

• In-House Training
• Remote Online Training
• Public Training

We will then send you the official quotation for HRD Corp Levy grant application. This quotation will be digitally signed to verify that its from Kognifi Sdn Bhd.

Contact Us for a Training Proposal