3 Educators providing Business Case courses in Cardiff

Developing the Business Case: In-House Training Business analysts must be able to create business case documents that highlight project benefits, costs, and risks. The business case is based on the real business need to be solved. These become parts of proposals, feasibility studies, and other decision support documents. This course teaches the purpose, structure, and content of a business case. It presents the basic techniques for determining financial ROI, non-tangible benefits, and the probability of meeting expectations. What you will Learn At the end of this program, you will be able to: Perform feasibility studies Justify the business investment to solve the business problem Prepare an effective business case document Plan and implement a business case approval process Foundation Concepts The role of the BA An introduction to the BABOK® Guide The business analyst and the product / project life cycle (PLC) The business case deliverable Introducing the Business Case Process The BA and strategy analysis The BA and the business case process (BCP) The BA during the business case process (BCP) The BA after the business case process (BCP) Importance of defining solution performance metrics Defining the Business Need Overview of defining the business need Business needs: problem / opportunity statement Product vision Objectives and constraints Exploring Business Case Solutions Overview of exploring solutions Solution identification for feasibility Solution definition for analysis Assessing project risks Justifying the Business Case Overview of justifying the business case Qualitative justification Quantitative justification Approving the Business Case Overview of business case approval Developing recommendations Preparing the decision package - documents Preparing the decision package - presentations

Better Business Cases™ Foundation and Practitioner: In-House Training Using this best-practice approach will allow organizations to reduce unnecessary spending and improve the decision-making process which gives you a greater chance of securing necessary funding and support for initiatives. The goal of the combined foundation and practitioner course is to develop a candidate's ability to deliver a comprehensive business case through encouraging expanded knowledge to guide the practical application of theoretical foundations. Upon the completion of this course, a candidate will be able to start applying the model to a real business case development project. The outline presented in the course overview will be addressed in the first 2 days, with the Foundation exam conducted on the morning of Day 3. Then the topics will be revisited at a deeper level, for 2 more days, with the Practitioner exam conducted on the afternoon of Day 5. What you will Learn At the end of this program, you will be able to: Develop the lifecycle of a business case and establish the relationships between the five cases Apply the steps in the business case development framework, in order to support the production of a business case, using the Five Case Model, for a given scenario. Overview of Better Business Cases Alignment with the strategic planning process Importance of the Business Case using the Five Case Model Overview of the Five Case Model Purpose of the key stages in the development of a spending proposal Purpose of a Business Justification Case Business Case Development Process Purpose of project / programme assurance and assurance reviews Responsibility for producing the Business Case Determining the Strategic Context and Undertaking the Strategic Assessment Scoping the Scheme and Preparing the Strategic Outline Case Planning the Scheme and Preparing the Outline Business Case Procuring the Solution and Preparing the Full Business Case Implementation and monitoring Evaluation and feedback Making the Case for Change Agree on the strategic context Determine spending objectives, existing arrangements, and business needs Determine potential business scope and key service requirements Determine benefits, risks, constraints, and dependencies Exploring the Preferred Way Forward Agree on critical success factors Determine long list options and SWOT analysis Recommend a preferred way forward Determining Potential Value for Money Revisit the short list Prepare the economic appraisal for short-listed options Undertake benefits appraisal Undertake risk appraisal Select preferred option and undertake sensitivity analysis Preparing for the Potential Deal Determine the procurement strategy Determine service streams and required outputs Outline potential risk apportionment Outline potential payment mechanisms Ascertain contractual issues and accountancy treatment Ascertaining Affordability and Funding Requirement Prepare the financial model Prepare the financial appraisals Planning for Successful Delivery Plan programme / project management Plan change and contract management Plan benefits realization Plan risk management Plan programme / project assurance and post-project evaluation Procuring the Value for Money Solution Revisit the case for change Revisit the OBC options Detail procurement process and evaluation of best and final offers (BAFOs) Contracting for the Deal Set out the negotiated deal and contractual arrangements Set out the financial implications of the deal Ensuring Successful Delivery Finalize project management arrangements and plans Finalize change management arrangements and plans Finalize benefits realization arrangements and plans Finalize risk management arrangements and plans Finalize contract management arrangements and plans Finalize post-project evaluation arrangements and plans

Better Business Cases™ Practitioner: In-House Training: In-House Training Better Business Cases™ is based on the Five Case Model - which is the UK government's best practice approach to structuring spending proposals and making effective business decisions. Using this best-practice approach will allow organizations to reduce unnecessary spending and improve the decision-making process which gives you a greater chance of securing necessary funding and support for initiatives. The goal of the practitioner course is to develop a candidate's ability to deliver a comprehensive business case, through encouraging expanded knowledge to guide the practical application of theoretical foundations. Upon the completion of this Practitioner course, a candidate will be able to start applying the model to a real business case development project. What You Will Learn At the end of this program, you will be able to: Develop the lifecycle of a business case and to establish the relationships between the five cases Apply the steps in the business case development framework, in order to support the production of a business case, using the Five Case Model, for a given scenario Overview of Better Business Cases Alignment with the strategic planning process Importance of the Business Case using the Five Case Model Overview of the Five Case Model Purpose of the key stages in the development of a spending proposal Purpose of a Business Justification Case Business Case Development Process Purpose of project / programme assurance and assurance reviews Responsibility for producing the Business Case Determining the Strategic Context and Undertaking the Strategic Assessment Scoping the Scheme and Preparing the Strategic Outline Case Planning the Scheme and Preparing the Outline Business Case Procuring the Solution and Preparing the Full Business Case Implementation and monitoring Evaluation and feedback Making the Case for Change Agree on the strategic context Determine spending objectives, existing arrangements, and business needs Determine potential business scope and key service requirements Determine benefits, risks, constraint, and dependencies Exploring the Preferred Way Forward Agree on critical success factors Determine long list options and SWOT analysis Recommend a preferred way forward Determining Potential Value for Money Revisit the short list Prepare the economic appraisal for short-listed options Undertake benefits appraisal Undertake risk appraisal Select preferred option and undertake sensitivity analysis Preparing for the Potential Deal Determine the procurement strategy Determine service streams and required outputs Outline potential risk apportionment Outline potential payment mechanisms Ascertain contractual issues and accountancy treatment Ascertaining Affordability and Funding Requirement Prepare the financial model Prepare the financial appraisals Planning for Successful Delivery Plan programme / project management Plan change and contract management Plan benefits realization Plan risk management Plan programme / project assurance and post project evaluation Procuring the Value for Money Solution Revisit the case for change Revisit the OBC options Detail procurement process and evaluation of best and final offers (BAFOs) Contracting for the Deal Set out the negotiated deal and contractual arrangements Set out the financial implications of the deal Ensuring Successful Delivery Finalize project management arrangements and plans Finalize change management arrangements and plans Finalize benefits realization arrangements and plans Finalize risk management arrangements and plans Finalize contract management arrangements and plans Finalize post-project evaluation arrangements and plans

Better Business Cases™ Foundation: In-House Training: In-House Training Better Business Cases™ is based on the Five Case Model - which is the UK government's best practice approach to structuring spending proposals and making effective business decisions. Using this best practice approach will allow organizations to reduce unnecessary spending and improve the decision-making process which gives you a greater chance of securing necessary funding and support for initiatives. The goal of the foundation course is to enable participants to work effectively with a team to develop a strong business case in their work environment. What You Will Learn At the end of this program, you will be able to: Describe the philosophy and the underlying rationale of the Five Case Model Identify different types of business case, their purpose, who is responsible for them Recognize when the different types are required in the development of a spending proposal Develop the business case in relation to other recognized and recommended best practices for programme and project management Overview of the Five Case Model Five key components of a business case and the order in which they are presented Three key stages in the development of a spending proposal Definition of a programme / project and the key differences between programmes and projects Purpose of a Business Justification Case (BJC) and in what circumstances it should be considered Purpose of a Strategic Outline Case (SOC) Purpose of an Outline Business Case (OBC) Purpose of a Full Business Case (FBC) Relationship between policies, strategies, programmes, and projects and their deliverables Developing the Strategic Case Purpose and core content of a Strategic Case Purpose of SMART robust spending objectives and the key objectives for spend: economy, efficiency, effectiveness, re-procurement, and statutory or regulatory compliance Four main categories of benefits criteria and the parties involved in their development Three key categories of risk Purpose of identifying constraints and dependencies Difference between direct and indirect benefits Developing the Economic Case Purpose and core content of an Economic Case Purpose of critical success factors and the key critical success factors based upon the Five Case Model Purpose of the long list options and how to generate options and undertake SWOT analysis Minimum of four short-list options, how they are derived, and what they should include (Reference Project / Public Sector Comparator [PSC]) Difference between the preferred way forward and the preferred option Purpose, objectives, key participants, and outputs of Workshop Stage 2 - identifying and assessing the options Rules that should be followed for the treatment of costs and benefits Key differences between economic appraisals and financial appraisals Factors considered when selecting the preferred option Developing the Commercial Case Purpose and core content of a Commercial Case Guiding principles when apportioning risk between the contractual parties Purpose of payment mechanisms Purpose of Step 9 in the development framework: Contracting for the deal Developing the Financial Case Purpose and core content of a Financial Case The financial statements required for all projects The possible impacts to consider Developing the Management Case Purpose and core content of a Management Case Purpose of a programme / project management strategy, framework, and plan Purpose of a change management strategy, framework, and plan Purpose of a benefits realization strategy, framework, and register / plan Purpose of a risk management strategy, framework and register / plan Purpose of a post programme / project evaluation strategy, framework, and plan

PRINCE2® Foundation: In-House Training Projects fail for a variety of reasons including poor planning, lack of defined quality criteria, poor understanding of the business drivers, inadequate control, and lack of senior management involvement in other words, lack of a structured best practice approach to project delivery. PRINCE2® (6th Edition is the current version) is a structured, process-based approach to project management providing a methodology which can be easily tailored and scaled to suit all types of projects. It is the de facto standard for project management in the UK Government and is used extensively in more than 150 countries worldwide with in excess of 20,000 organizations already benefiting from its powerful approach. It can be used easily in combination with PMI®'s PMBOK® Guideto provide a robust project management methodology, or to augment an existing PMBOK®-based methodology with additional rigor around areas such as Quality, Organization, and Benefits Realization. The goals of this course are to provide participants with a thorough grounding in PRINCE2® and its benefits and to prepare them to sit the Foundation exam. What you will Learn You'll learn how to: Identify the benefits and principles underlying a structured approach to project management Define the PRINCE2® method in depth, including the principles, themes, and processes Prepare and practice for the Foundation exam Getting Started Introductions Course structure Course goals and objectives Overview of the PRINCE2® Foundation exam PRINCE2® Introduction Introducing PRINCE2® The structure of PRINCE2® What PRINCE2® does not provide What makes a project a 'PRINCE2® project'? Project Management with PRINCE2® Defining a project Managing a project Controlling the variables The Project Manager's work PRINCE2 Principles PRINCE2® Principles The Seven Principles Tailoring and Adopting PRINCE2® Defining tailoring Defining embedding What can be tailored? Who is responsible for tailoring? Introduction to the PRINCE2® Themes What is a PRINCE2® Theme? What are the PRINCE2® Themes? Tailoring the themes Format of the theme chapters Business Case Need for a business case Elements of a business case How a business case is developed Managing Benefits Organization Need for a special type of organization PRINCE2® organization structure Roles in a PRINCE2® project Combining roles Quality Relevance of quality to project work Quality, quality control, and quality assurance Quality management approach and the quality register Who is responsible for quality? Plans Need for plans and their hierarchy Approach to planning Content of a PRINCE2® plan Product-based planning Risk The need to manage risks What is a risk? Risk and continued business justification A risk management option Change Change is inevitable Different types of change Baselines and configuration management Issue and change control in PRINCE2® Progress Controlling a PRINCE2® project The application of tolerance Types of control Raising exceptions Introduction to Processes Processes and the project lifecycle The PRINCE2® journey Structure of the process chapters Tailoring the processes Starting up a Project Appointing people to the PRINCE2® roles Establishing some baselines Should we go further with this work? Planning for initiation Directing a Project Should we start / continue the project? Responding to internal / external influences Should we close this project? Initiating a Project Establishing the project's approaches Creating the project plan Refining the business case Assembling the PID Controlling a Stage Authorizing and reviewing work Monitoring and reporting Handling non-planned situations Triggering the next process Managing Product Delivery Accepting work from the Project Manager Getting the work done by the team Routine and non-routine reporting Handing back the completed work Managing a Stage Boundary Taking stock of what we have done Updating the PID Consider the options for continuing / stopping Producing exception plans Closing a Project PRINCE2® at the end of a project Transition of product to operational use How well did we do? Tying up all the loose ends

Overview Objective Understanding the Importance of Business Analysis Model Determining various techniques of Process Modelling Understanding the scope of modelling Efficiently mapping the business landscape Analysing the enterprise structure How to avoid project failures. Learning efficient skills of being a successful business analyst. Understand and document various techniques for the organization delivers value. Successful project conversion Building team, changing the organization and overcoming resistance. Creating an effective Business Case.

Portfolio, Programme, and Project Offices (P3O®) Practitioner: In-House Training P3O® is the AXELOS standard for the design of decision-making processes regarding changes in organizations. P3O provides a guideline for the design of portfolio, programme, and project offices in organizations. The P3O Practitioner Course is an interactive learning experience. The P3O Practitioner-level content provides you with sufficient knowledge and understanding of the P3O guidance to design, implement, manage or work within any component office of a P3O model. It enables participants to successfully complete the associated P30 Practitioner exam and achieve the qualification. In this course, you will be prepared to successfully attempt the P3O Practitioner exam and learn how to implement or re-energize a P3O model in their own organization. What you will Learn At the end of the P3O Practitioner course, you will be able to: Define a business case to get senior management approval for P3O Build a right P3O model to adapt to the organization's needs, taking account of the organization's size and portfolio, programme and project management maturity Identify the elements, roles, and functions deployed in a generalized P3O model Use tools and techniques in running the P3O and advising those who shape the portfolio of programmes and projects Introduction to P3O What is the purpose of P3O? Definitions What are P3Os? Portfolio, programme, and project lifecycles Governance and the P3O Designing a P3O Model Factors that affect the design Design considerations What functions and services should the P3O offer? Roles and responsibilities Sizing and tailoring of the P3O model Why have a P3O? How a P3O adds value Maximizing that value Getting investment for the P3O Overcoming common barriers Timescales Why have a P3O (Extension)? The P3O Business Case The P3O Model Blueprint Vision Statement Demonstrating the Value KPIs The Benefits of Claimed Capabilities Benefit Realisation and Strategic Objectives Benefit Profile How to Implement or Re-Energize a P3O Implementation lifecycle for a permanent P3O Identify Define Deliver Close Implementation lifecycle for a temporary programme or project office Organizational context Definition and implementation Running Closing Recycling How to operate a P3O Overview of tools and techniques Benefits of using standard tools and techniques Critical success factors P3O tools P3O techniques

Program Management Skills: In-House Training Program managers coordinate and give oversight to the efforts of marketing groups, project teams, product delivery, maintenance and support, operations and staff from various functional groups, including suppliers, business partners, and other external bodies. The goal is to ensure that proposed business transformation, through the delivery of complex products and processes, is implemented to realize the organization's strategic benefits and objectives, for which the program was selected. The goals of this course are twofold: To provide participants with key program management principles and techniques, recognized as best practices, to enable more effective program management; and to leverage core elements of the program management life cycle, processes, tools and techniques, to enable program management effectiveness. The participant will learn and apply the principles of program management through discussions, activities, and case study exercises. What You Will Learn At the end of this workshop, you will be able to: Maximize the transformational impact of a program according to the business needs Explain management principles and techniques and apply them within a program context Implement program governance and organization that will produce expected benefits Plan for and manage benefit realization, risks, issues, and quality Manage component projects' interdependencies that are linked to both program and strategic objectives Engage program stakeholders effectively. Improve communication and action planning effectiveness for programs in organizations Getting Started Introductions Course structure Course goals and objectives Foundation Concepts Fundamental definitions and concepts Program challenges and benefits Program best practices and success criterion Stakeholder management Governance: program management office and program boards Standard for Program Management overview Vision, Leadership, and the Business Case What is vision, why, and how? Leadership vs. Management Program business case Program Organization and Governance Program organization Program governance Program board roles and responsibilities Benefits Management Benefits explored Benefits management Benefits realization Program Management Planning Program management plan Program blueprint and roadmap Program component dossier Program tranches Program estimating Program scheduling Program Monitoring and Controlling Program Control - An Overview Program Monitoring and Controlling Monitoring and Controlling Transition Program Risk and Issue Management Risk and issue management overview Program risk management Program issue management Program Quality Management Program quality management overview Program quality management principles Program Stakeholder Management Stakeholder engagement overview Stakeholder engagement planning EI, trust, communication and stakeholder engagement Program Closure and Benefits Sustainment Program closure overview Closing the program Program benefits sustainment Summary What did we learn, and how can we implement this in our work environments?

AgileBA® Foundation and Practitioner: In-House Trainingr: In-House Training The AgileBA® Foundation and Practitioner course takes you through a business understanding of the external and internal forces that underline the project from a business perspective, looks at modeling techniques, (As Is - To Be), and also provides an overview to project management (AgilePM) from an 'Agile' perspective. The course explains the role's relevance and involvement throughout the project. What You Will Learn At the end of this program, you will be able to: Understand business analysis in a project environment and the techniques used, as well as knowing more about the role of the business analyst in a project Business Analysis - Business Environment and Organizational Strategy Overview of AgilePM The Business Case Stakeholder Engagement/Analysis Techniques: Requirements and Estimating Prioritization Timeboxing Iterative Development Planning Facilitated Workshops Modeling - 'As Is - To Be' Making the transition to AgileBA

Management of Portfolios (MoP®) Practitioner: In-House Training In this MoP® Practitioner course, participants will have sufficient knowledge and understanding of how to apply and tailor the MoP guidance and to analyze portfolio data, documentation, and roles in relation to a given situation. MoP helps organizations ensure if the investments are done in the right, change initiatives, and implementing them correctly. This is achieved by: Prioritizing the programs and projects in terms of their contribution to the organization's strategic objectives and overall level of risk Managing the programs and projects consistently to ensure efficient and effective delivery Maximizing the benefit by providing the greatest return from the investment made What you will Learn Define the business case to get senior management approval for portfolio management Plan the implementation of portfolio management Select and adapt MoP principles, practices, and techniques to suit different organizational environments Evaluate examples of MoP information including documents and role descriptions Analyze the solutions adopted in relation to a given scenario Introduction Overview MoP Portfolio Definition Portfolio Management Roles Portfolio Management Documents MoP Practitioner Assignments Portfolio Management Documents Portfolio Delivery How to Implement Practice Exam MoP Practitioner Exam (taken online, after the class has ended)