Managing Projects and People Remotely

5 Credits: Business Management & Organization


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Managing Projects and People Remotely

Course Level
CPE Credits

5 Credits: Business Management & Organization

Course Description

In the ever-evolving landscape of business, professionals today are grappling with unprecedented changes brought about by industry shifts and regulatory upheavals. The challenge of adapting to these changes while maintaining productivity and team spirit, especially in a remote work environment, can seem daunting.

This course is designed to address these challenges head-on. Led by Ed, an expert in change management, the course equips participants with core strategies to effectively manage and lead remote teams and projects. It provides a comprehensive toolkit to help you navigate through these transformative times, emphasizing rethinking managerial skills for remote leadership and enhancing team performance. The course is structured into three key modules, focusing on time management, productivity enhancement, and effective remote team management. By the end of this course, you will have mastered the art of inspiring and guiding your team towards success, even from a distance.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Remotely Inspire, motivate, and guide others towards goal accomplishments. Consistently develop and sustain cooperative working relationships. Encourage and facilitate cooperation within the organization and with customer groups; fostering commitment, team spirit, pride, trust. Develop leadership in others through coaching, mentoring, rewarding, and guiding employees
  • Reenforce the key skills to be an effective manager both remotely and on site
  • Enhance the effectiveness of remote work groups by improving –
    • Goal, role clarification and interpersonal processes
    • The setting of priorities, performance objectives and performance measures
    • Monitoring and improving performance and methods employed
  • Prioritizing your day, week and life
  • Managing multiple priorities as we focus on key outcomes
  • Getting more done in less time
  • Create a work environment that encourages creative thinking and innovation
  • Influence others toward a spirit of service and meaningful contributions to mission accomplishment
  • Enable others to acquire the tools and support they need to perform well remotely
  • Assure that effective controls are developed and maintained to ensure the integrity of the organizations
  • Monitor and evaluate plans and focus on results and measuring
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Course Specifics

Course ID
Revision Date
June 10, 2021


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Ed Robinson Headshot

Ed Robinson, CPA, CSP, is a highly recognized international speaker, business-growth coach, and author. A “recovering CPA” with an engaging personality, Ed has a wealth of experience and is a proven leader. His audiences leave with a renewed commitment to professionalism and success. President and CEO of Robinson Performance Group with over 30 years’ experience in professional service organizations, Ed provides unique growth strategies and leadership consulting to businesses. Many of his clients experience a dramatic increase in revenue production by applying his ideas and teachings. Ed is a certified professional speaker (CSP), a designation of the International Federation of …