WE KICK OFF DEC 2nd!
Become a Certified Entrepreneurial Project Manager (ePM)
and License Our Complete Lean Strategic Planning™ System
Why pursue the ePM certification?
Most project management certifications are designed for big companies and don't effectively address the dynamic nature of small, high-growth businesses.Â
Entrepreneurial small businesses often deal with changing priorities, team members wearing many hats, and a hyper-speed pace. In this setting, balancing adaptability with focus and ensuring projects get done well is critical for sustainable success and scale.
As an ePM, you'll master aligning the strategies, teams, and processes to deliver exceptional projects and products to scale the business. Your expertise will ensure smooth operations, from front-end to back-end, as you drive the growth of the company towards its vision, goals, and financial targets.
What You'll Master
The ePM Certification addresses the unique needs and challenges faced by those leading projects working with entrepreneurial small businesses.
As with all of our certifications, we blend strategy with operations to enable scalable growth and sustainable results.
Pillar 1
ePM SUCCESS FOUNDATIONS
Pillar 2
INNOVATION & PLANNING
Pillar 3
EXECUTION & LEADERSHIP
Pillar 4
PROBLEM SOLVING & CLOSURE
Each pillar includes live and interactive training workshops, on-demand modules and supporting content, templates, toolkits, and playbooks that you can plug right into your services and begin using right away.
Become an expert in:
Strategy + operations leadership.
Capacity-based planning to avoid burnout.
Connecting strategy to execution for scalable growth.
Project management in a fast-paced dynamic environment.
As an ePM, you are the bridge between Strategy & Execution.
Why It Matters
Who the Certification and Licensing is For
Next Cohort High-Level Timeline
Dec 2nd
6pm - 7pm ET
Dec 6th
10am - 6pm ET
Dec - Mar
Mondays, 6pm - 7pm ET
Apr 14th
6pm - 7pm ET
GET THE FULL EPM SYLLABUS AND DETAILS
Download our in-depth ePM overview and syllabus
Join Our Next Cohort
Save $1000 - 1st 15 People Only
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Your Investment?
Far Less Than The Value of Gaining Only 1 New Retainer Client
Regular investment starts at $3,500 to become a certified ePM and license the full Lean Strategic Planning System in your business... but lucky for you, we're kicking off a beta round of the certification so you can get full licensing for $1000 off that when you join now!
Hi, I'm Crista Grasso, Founder of Strategic Ops Institute and Lean Out Method
Here is a little about my story related to project management and why I created the Lean Strategic Planning™ framework.
I started my professional career as a project manager, then program manager, leading large-scale programs for Fortune 500 companies while simultaneously working with entrepreneurial small businesses.
I advanced quickly and went on to lead global PMOs (Project Management Offices), hiring, training, and mentoring hundreds of project and program managers and PMO managers across multiple countries.
From there, I went on to become a world-renowned lean and agile transformation consultant who has completely transformed the way multi-billion dollar companies and their teams work and achieve their strategic objectives.
I found that I consistently had success in places others struggled, regardless of the company I was with. Â
This led to always being in-demand with an endless stream of companies trying to hire me. I've had companies create custom roles for me and creatively find budget to bring me in.
I have landed multiple 6-figure and multi-6 figure contracts from nothing more than a text message or a meet and greet with a C-Suite executive.
At first I didn't realize just how different my experience was from others, but over the years I have had so many people ask that I have done a lot of reflection and broken it down to 2 core things:
1. I am relentless and won't stop until I figure out a way to make something successful. It's helped me establish a great and trusted reputation and it's how I have built, grown, and scaled 8 of my own businesses and done the same for thousands of others over these past 30 years.
2. This is the big differentiator: I follow a more common-sense approach to project management and operations. Although I am certified in and deeply understand alllll the frameworks (traditional, scrum, kanban, lean six sigma, SAFe, etc.), I was never dogmatic about them in the businesses I worked with.Â
I could quickly assess what specific teams, programs, portfolios, or entire companies, needed to be successful given their context, vision, and goals. I would rightsize and align the right frameworks and approaches based on their unique needs.
And I always kept things lean because I found most businesses made things so much more complex than was needed, and this made things not only take longer, cost more, and increase risk, but it made them so much harder to sustain.
What was surprising to me was that when I worked with entrepreneurial small businesses, many of them were following the overly complex and wildly outdated approaches that came out of the big businesses... and they didn't even realize it.
Small businesses often fell into one of two extremes - dramatically under-planning, or dramatically over-planning for the size and scale of their business and team dynamic.Â
In both cases, they were keeping themselves from the results that they wanted.
Over the decades, I developed my own signature framework which I call Lean Strategic Planning™ to align with the unique and very dynamic needs of a small business.Â
Lean Strategic Planning™ is a proven and highly effective planning and goal achievement system that balances structure with flexibility designed specifically for scaling small businesses who need much more than a personal productivity system but much less than the overly complex, time and resource intensive, and restrictive planning systems used by most large-scale organizations.
When you become a certified Entrepreneurial Project Manager (ePM), you will learn and be licensed to use the Lean Strategic Planning™ framework and will understand how to adapt it to be exactly what the businesses you work with need to make their unique vision + goals reality.
Lean Strategic Planning™ helps businesses cut through noise, distractions, and competing priorities so they can achieve their biggest goals and create a scalable, profitable, and sustainably successful business.
The ePM Certification and Lean Strategic Planning™ framework are designed to equip you to help a small business to successfully scale and bring their vision to life.
It is so much more than simply project management. You will be the strategy and operations leader who creates the critical bridge between strategy and execution in the businesses you support.
Frequently Asked Questions
How long does it take to become certified?
How long do I have access to the program?
What does it take to obtain certification?
What if I don't pass the certification?
What's the time commitment each week?
What do I get with my license?
Do I have to renew my certification and license?
What is the application process like?
What's the difference between SOL and ePM?
I have an agency. How does licensing work if I train & certify multiple people from my team?
Here's the Details of What's Included
Live 1-Day Intensive Training Workshop
Following a kick off call where we introduce you to the ePM Certification and provide training and homework on what you'll need for the 1-day intensive, we meet for a full virtual day together where we deep dive into the Lean Strategic Planning™ framework.Â
You'll leave with an understanding of the core skills and strategies needed to be successful as an ePM and you'll put what you learn into action by building a 90-day strategic plan for the next quarter which you will lead as part of your capstone project. Â
4 Months of Weekly Trainings and Support Calls
Following the 1-day intensive, you will get 4 months of weekly support calls. Calls kick off with a 15-30 minute training focused on key elements of each of the 4 pillars. The call is then open for Q&A so you can get situational support as you implement each of the strategies and experience challenges or roadblocks as you lead your 90-day plan.
Between calls, you have access to a private ePM community so you can get the support you need when you need it throughout the certification process.Â
Implementation Toolkits, Playbooks, & Content
One of the things that makes this training and certification so comprehensive and able to be quickly integrated into your services are the implementation toolkits, turnkey playbooks, and on-demand training modules, checklists, templates, and more that you can pull from whenever you need it.
You have access to absolutely everything you need to plug this into any business and adapt it to their unique needs, goals, and team size. Content is drip released each week to complement the training covered in the weekly support call.
Workshop to Package and Sell Your ePM Services
There are numerous ways to integrate lean strategic planning™ into your business and your service offerings, whether you fill the role of PM or simplify want to add strategic planning to what you already do.
In this interactive 3-hour workshop, we explore the most successful ways to package, price, and sell your ePM services and workshop through what it will look like for your business.
90-Day Capstone Project & Case Study
We carefully crafted a capstone project that serves double duty - it helps you develop mastery by repeatedly implementing what you've learned and it helps you turn your results into a case study to sell your services.Â
You'll develop a 90-day strategic plan for at least 1 business, whether it be your own or a client's. You'll then spend the next 90 days leading that business and their team to the achievement of their goals and financial targets while navigating the complexities and challenges faced along the way.
The ePM certification is not just about knowledge, it's about mastery, so your capstone is a required part of achieving your certification.
Certification Exam
The final step in achieving your ePM Certification and being able to fully license the Lean Strategic Planning system for use with your clients is to pass the exam (score of 80% or higher) which tests your knowledge as well as how you would handle specific situations.Â
Licensing and 1 Year of Continued Support
Once you've achieved your ePM Certification, you'll be able to fully license the Lean Strategic Planning framework with your clients. You will maintain your certification and licensing for a full year, at which time an annual renewal will be required for continued certification and licensing.
Here's everything that's included: monthly support calls for certified ePMs, listing in our Lean Strategic Planning Expert directory, matching services (beginning in 2025), 1 year membership in Right-Hand Revolution Community, continued access to the online portal of trainings and templates including updates.
GET THE FULL EPM SYLLABUS AND DETAILS
Download our in-depth ePM overview and syllabus
“Crista and her team provide a learning environment that truly sets you up to succeed. Having calls to expand on a specific topic, with resources and templates provided for each, lead to systematic, real-time progress within our business.
I also liked how you knew enough about each person's business to inject comments specific to them and their business during the trainings. It made it more tangible and created a more personalized experience for each of us. I can't recommend this program enough!”
Ready to Become an In-Demand and Indispensable ePM?
ePM is the ONLY project management certification designed for those working with small scaling businesses
Designed by a PM Expert for PM Experts
GET CERTIFIED NOW