Foundation and intermediate courses are available in management planning and in the use of the CMSi software. It is strongly recommended that anyone undertaking CMSi software training should be an experienced management planner or should first have attended the management planning course.

Courses can be held at your offices or in the exeGesIS offices in the UK.

Courses are tailored to meet the needs of individuals and organisations but are based on the course outlines below.

If you are interested in training or require pricing please contact us.

Management Planning Theory (2 days)

Day One:

Principles of Management Planning 
Vision Statement 
Policy Statements 
Site Description 
Identifying Nature Conservation Features 
Creating Objectives for identified features 
Identifying Factors and limits 
Identifying Attributes and limits 
Identifying Objective Status 
Objective Rationale and Prescriptions

Day Two:

Recap on Day 1 with exercises 
Project Planning 
Other interesting features 
Relationship with the Local Community 
Access and Tourism 
Responsibilities and Obligations 
Plan Review 
Plan Audit

In these two days, participants will be encouraged to create examples from their own sites. Note that there is no training given on management planning on the CMSi software course which are about the software use only. Likewise, this course is only about the theory of management planning and does not involve the use of CMSi.

CMSi Software Foundation Course (1.5 days)

Introduction to CMSi
Working with Sites
The Management Plan
   The Site Description 
   Features, Factors, Attributes and Management
   Creating and Planning Projects and Annual Projects
Planning short cuts
Adjusting your budgets
Work Recording
Asset management

CMSi System Administration (0.5 day)

Introduction to CMSi
Setting up Users
Setting up User Interest Groups
Setting up User Permissions
Controlling budget edits
Setting up MyCMSi sections and who can see them
Translating CMSi
Setting up the Map