Managing Projects

One full-day

18 November 2025, 09:30 - 16:30 (UK)

In today’s fast-paced and regulated insurance sector, the ability to deliver projects successfully is critical, whether implementing a new system, responding to compliance changes, or improving customer experience. Yet many project team members have no formal training in project management.

Public course booking

Members: £199pp
Non-members: £259pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Dates: 18 November 2025

 Timings: 09:30-16:30 (UK)

 Duration: One full-day

 No of attendees: Up to 14

 Format: Online - virtual delivery

 CPD: Recognised

Trainer: Daryl Evans FCMI,  Assoc CIPD, Chartered Manager

 Price: £199 Members / £259 Non Members

Workshop Overview

This intensive 1-day course introduces the core principles, language, and tools of project management in a way that is accessible, practical, and directly relevant to the day-to-day work of insurance professionals.

It focuses on demystifying project management, giving participants the confidence and capability to plan and run small to medium-sized projects, support larger programmes, and contribute more effectively in cross-functional teams.

Participants will leave with a clear understanding of the project lifecycle, key planning tools,

What will I get by attending the workshop? 

By the end of the course, participants will be able to:

• Define what a project is and why project thinking is essential in insurance organisations
• Understand the typical phases of a project and the key actions at each stage
• Clearly articulate project objectives and define scope to avoid misunderstandings
• Identify and analyse project stakeholders using simple frameworks
• Use practical tools such as Work Breakdown Structures and basic project schedules
• Recognise the importance of risk management and know how to log and respond to project risks
• Understand how to track progress and ensure a smooth, structured project closure

Who should attend?

This project management workshop is ideal for managers, team leaders, project managers, department heads, and executives involved in managing projects.  

Participants will learn to leverage project management to align with strategic objectives, create compelling business cases for project support, initiate projects efficiently, and employ diverse tools for planning and managing projects across various contexts.

Whether transitioning to project management roles or seeking to enhance project-related skills, this workshop provides invaluable expertise, catering to individuals keen on bolstering their project management acumen.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for up to 16 Delegates, for a fixed cost.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.