Microsoft Project for Shelter Project Management Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Shelter Project Managers, Shelter Coordinators and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-HR-062

Before you join: Participants should have experience with shelter, construction, infrastructure, recovery or humanitarian project activities and be familiar with basic project terms such as task, milestone, dependency, budget and risk.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Shelter programmes depend on reliable sequencing of assessments, land and tenure checks, designs, procurement, site preparation, construction, inspections and handover. When schedules are built as static Gantt charts, teams can miss procurement dependencies, over-allocate engineers and crews, obscure access constraints, and report progress that does not reflect completed shelter outputs. Microsoft Project provides a controlled scheduling environment for connecting these activities, resources, costs, risks and reporting requirements.

This course equips participants to build and maintain practical shelter project schedules in Microsoft Project. Participants translate response objectives and Sphere-aligned shelter deliverables into work breakdown structures, activity networks, resource-loaded schedules and cost baselines. They apply Critical Path Method, rolling-wave planning, three-point estimating, earned value fields and schedule variance analysis to manage delivery across multiple sites. The course also addresses procurement lead times, seasonal disruption, partner coordination, donor reporting and change control.

Instruction combines focused demonstrations, short technical briefings, shelter-response cases, group schedule reviews, simulations of delayed delivery and access disruption, and structured application planning. Participants work with realistic data from settlement upgrading, emergency shelter distribution and transitional shelter construction. They leave with a reusable Microsoft Project shelter schedule model, supported by reporting views, update routines and a personal implementation plan for an active or anticipated project.

The course suits professionals responsible for planning, coordinating, supervising or reporting on shelter and settlement projects delivered by humanitarian agencies, government recovery programmes, NGOs, contractors and implementing partners.

What you will be able to do

  • Build a resource-loaded Microsoft Project schedule for a shelter response project
  • Translate Sphere-aligned shelter outputs into a work breakdown structure and activity network
  • Develop realistic durations, dependencies, milestones and calendars for multi-site shelter work
  • Assign labour, materials, plant and costs using Microsoft Project resource sheets
  • Baseline an approved schedule and control authorised changes against original commitments
  • Track field progress using status dates, actuals, remaining duration and physical completion
  • Produce critical-path, variance, cash-flow and look-ahead reports for management decisions
  • Apply risk, procurement and coordination controls to recover delayed shelter schedules

Benefits of attending

For you

  • Build credible shelter schedules instead of manually maintained spreadsheet timelines
  • Identify critical procurement and construction activities before delays affect occupancy dates
  • Report schedule variance with clear evidence for managers, donors and partners
  • Plan crew, material and plant requirements across multiple shelter sites
  • Transfer a reusable Microsoft Project model to current response work

For your organisation

  • Improved visibility of site, procurement and approval dependencies
  • Earlier escalation of threats to shelter completion and handover dates
  • Better alignment between grant milestones, budgets and operational workplans
  • Reduced resource clashes among engineering teams, contractors and implementing partners
  • More consistent schedule reporting across shelter projects and geographic locations

Course modules

10 modules over 5 days

Participants can configure a Microsoft Project file around defined shelter scope, deliverables and control assumptions.

  • Programme portfolio, grant agreement and shelter response objectives translated into project scope
  • Sphere Handbook shelter standards converted into measurable schedule deliverables
  • Work breakdown structure separates settlements, packages, facilities and support activities
  • Assumption logs distinguish access, tenure, weather, market and approval constraints
  • Acceptance criteria define completed shelter outputs, inspection evidence and handover conditions
  • Microsoft Project interface, calendars, views and project properties configured correctly

Participants can create logically connected task schedules for shelter assessments, procurement and construction work.

  • Activity lists decompose assessments, design, procurement, construction and closeout work
  • Precedence diagrams map finish-to-start, start-to-start and finish-to-finish dependencies
  • Duration estimates use crew productivity, quantities, access windows and curing times
  • Milestones mark funding releases, tender awards, completion certificates and occupancy
  • Rolling-wave planning protects detail where site information remains uncertain
  • Task calendars model Ramadan, rainy seasons, curfews and local working weeks

Participants can identify schedule drivers and establish a controlled baseline for approved shelter work.

  • Critical Path Method identifies driving activities and schedule completion exposure
  • Lead and lag values represent drying, inspection and material delivery intervals
  • Network logic tests reveal open ends, redundant links and impossible constraints
  • Deadline dates distinguish contractual commitments from inflexible scheduling constraints
  • Baseline schedules preserve approved scope, dates, durations and resource assumptions
  • Schedule versions record authorised changes without overwriting the control baseline

Participants can assign shelter delivery resources and resolve resource conflicts in Microsoft Project.

  • Resource sheets define labour crews, plant, materials, costs and availability
  • Max units reflect workforce capacity, shift patterns and partner commitments
  • Assignment units calculate labour effort without confusing duration and work
  • Material resources track tarpaulins, timber, fixings and shelter kits
  • Resource levelling resolves crew clashes while documenting completion-date consequences
  • Cost rate tables separate local procurement, framework pricing and contingency allowances

Participants can connect procurement and cost information to shelter schedule milestones and forecasts.

  • Procurement work packages connect specifications, approvals, tenders, deliveries and inspections
  • Long-lead items receive procurement schedules based on realistic market lead times
  • Supplier dependencies show effects of customs clearance, transport and storage capacity
  • Cash flow reports phase commitments and expenditure against grant budget periods
  • Cost baselines compare planned expenditure with actual costs and forecast completion
  • Earned value fields calculate planned value, earned value and cost variance

Participants can test uncertainty, plan schedule contingencies and document change impacts.

  • Risk registers link threats, triggers, owners, responses and schedule tasks
  • Three-point estimates test schedule sensitivity under optimistic, likely and pessimistic durations
  • Contingency activities represent access delays, redesign, rework and weather disruption
  • Scenario copies compare alternative sites, construction methods and delivery sequences
  • Change control records scope, schedule, cost and donor approval impacts
  • Constraints are challenged when logic-based sequencing provides a safer forecast

Participants can update a baseline schedule using field evidence and identify meaningful variance.

  • Baseline updates enter actual starts, finishes, remaining durations and field progress
  • Status dates establish a consistent reporting cut-off for every update cycle
  • Physical percent complete distinguishes installed outputs from elapsed task duration
  • Tracking Gantt highlights slippage, critical-path movement and baseline variance
  • Variance tables focus management attention on late, blocked and over-budget work
  • Update routines reconcile site reports, contractor records and partner data

Participants can produce targeted Microsoft Project views and reports for operational decisions.

  • Custom fields classify locations, implementing partners, donor codes and shelter types
  • Filters isolate critical tasks, delayed deliveries, expiring permits and assigned owners
  • Groups organise schedules by site, work package, contractor and reporting period
  • Network diagrams communicate handoffs and dependencies for coordination meetings
  • Timeline views present decision milestones without obscuring operational detail
  • Visual reports export task, resource and cost information for briefings

Participants can coordinate linked site schedules, partner inputs and shared resources.

  • Master projects combine site schedules while retaining accountable implementation ownership
  • Subprojects coordinate assessment, construction, WASH interfaces and settlement infrastructure
  • Shared resource pools expose competing demands for engineers, trucks and crews
  • Partner update protocols define file versions, cut-off dates and validation responsibilities
  • Data quality checks identify missing actuals, invalid links and calendar errors
  • Access controls protect beneficiary-related information and commercially sensitive supplier data

Participants can develop recovery actions and apply Microsoft Project controls to live shelter work.

  • Recovery plans resequence work, add capacity and revise completion forecasts
  • Schedule narratives explain variance causes, corrective actions, decisions and residual risks
  • Four-week look-ahead schedules coordinate site teams, suppliers and community representatives
  • Management dashboards pair milestone status with procurement, resource and cost signals
  • Lessons learned capture productivity rates, approval delays and seasonal planning assumptions
  • Personal application plans assign Microsoft Project improvements to live shelter projects

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Shelter project work breakdown structure template
  2. Resource-loaded Microsoft Project schedule model
  3. Procurement and long-lead item tracker
  4. Baseline update and variance reporting checklist
  5. Four-week shelter delivery look-ahead template
  6. Schedule recovery and application action plan

Who should attend

  • Shelter Project Managers — need controlled schedules for multi-site delivery and donor commitments
  • Shelter Coordinators — need visibility of dependencies between partners, sites and technical packages
  • Project Engineers — need to sequence designs, quantities, crews, inspections and handover
  • Programme Officers — need defensible workplans, milestones and progress reports for grants
  • Logistics and Procurement Officers — need to connect purchase lead times with construction activities
  • Monitoring and Evaluation Officers — need reliable schedule data to verify delivery progress

Skills and tools covered

Shelter schedule planningCritical path analysisResource loadingProgress trackingProcurement schedulingSchedule reporting

Tools and standards

Microsoft Project, Sphere Handbook, Critical Path Method, PMD Pro

How the course runs

Training methodology

The course uses short instructor briefings followed by Microsoft Project demonstrations and guided schedule-building work. Participants analyse shelter delivery cases involving site access restrictions, delayed procurement, weather disruption, contractor coordination and grant milestones. Group exercises test network logic, resource loading, baseline updates and recovery options. Simulations require participants to assess schedule impacts and prepare management reports. Each participant finishes with application planning that connects course methods, templates and reporting routines to their own shelter responsibilities.

Requirements and prerequisites

Participants should have experience with shelter, construction, infrastructure, recovery or humanitarian project activities and be familiar with basic project terms such as task, milestone, dependency, budget and risk. They should be able to use Microsoft Windows, spreadsheets and standard file-management functions confidently. Prior use of Microsoft Project is helpful but not required; the course begins with core navigation and schedule setup. Advanced construction planning, Primavera P6, programming, statistical analysis and formal project management certification are not required.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

No prior Microsoft Project experience is required, although participants should be comfortable using Windows and spreadsheets. The course starts with project setup, calendars, task entry and views before moving into resource loading and schedule control.

Bring a laptop with Microsoft Project desktop installed if you are attending with your own device. You should also bring a current workplan, bill of quantities, procurement tracker or shelter schedule if you want to apply the methods to live work.

It is designed for shelter project managers, engineers, coordinators, programme officers, procurement staff and monitoring personnel. Participants commonly work on emergency shelter, transitional shelter, settlement upgrading, reconstruction or recovery programmes.

A general course may use generic office or commercial examples. This course uses shelter-specific work packages, Sphere-aligned outputs, construction sequencing, procurement lead times, seasonal calendars, site access risks and donor reporting requirements.

Participants can use the schedule model, baseline checklist, reporting views and look-ahead format on active shelter projects. The methods support weekly field updates, coordination meetings, procurement reviews and management reporting.

The five days provide approximately 32.5 contact hours, normally from 08:30 to 16:30 each day. Time is divided between Microsoft Project demonstrations, shelter scheduling cases, group analysis, simulations, reporting practice and application planning.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.