Project Management Fundamentals: In-House Training Many projects are performed by highly competent and effective people who have little or no project management training. They perform projects like process improvement, marketing campaign development, new product development, event planning and production, and other 'tasks' which are projects. Project Management Fundamentals (PMF) is designed to support those people who need a solid foundation in project management, without being unnecessarily burdened to learn it while on the job. The course offers practical skills, concepts, and principles that can be taken back to the workplace, along with insights needed to adapt them to specific project environments. In today's environment, that means possibly adapting to Agile / Iterative methods. So, we have recently added key Agile concepts to provide a basic understanding of shifting towards agility. Since PMF's course goal is to achieve quality performance by learning effective planning and control, the focus is on a process orientation and an analytical, systems-oriented approach. Together, these frameworks promote project-related problem solving and decision-making skills necessary for real world projects. They honor project needs for collaboration, clear communications among people, and interpersonal and relationship skills. Recognition of these needs are woven throughout PMF, but are highlighted in two specific areas: Module 2 - People and Projects Module 8 - Executing, Communicating, and Developing the Team What You Will Learn At the end of this program, you will be able to: Describe the value of strong project management Identify characteristics of a successful project and project manager Recognize how current agile / adaptive practices fit within project management Explore project management processes, including Initiating, Planning, Execution, Monitoring & Controlling, and Closing Utilize project management processes and tools, based on case studies and real-world situations Create an initial project plan Use standard project management terminology Foundation Concepts Project management and definitions Value and focus of PM Competing constraints and project success Project life cycles People and Projects People and projects overview The project manager The project team People and projects in organizations Initiating and Defining Requirements Initiating the project Developing the project charter Conducting stakeholder assessments Defining requirements Using the Work Breakdown Structure Defining the Work Breakdown Structure (WBS) Developing a usable WBS Using the WBS Managing Project Risk Making the case for risk management Overview to planning for risk Identifying risks Analyzing risks Planning responses to risks Implementing response and monitoring risks Considerations for adaptive environments Estimating Defining an estimate Estimating approaches Estimating practices Estimating cost Validating an estimate Scheduling Defining the scheduling process and related terminology Sequencing and defining dependencies Determining the critical path Considering schedule risks and optimizing the schedule Executing, Communicating, and Developing the Team From baseline to execution Project communications and stakeholder relationships High-performing teams Monitoring and Controlling Defining monitoring and controlling Viewing control through the competing demands lens Variance Analysis and corrective action (Earned Value) Considerations in adaptive environments Closing the Project Closing projects Focusing on project transition Focusing on post-project evaluations
Managing Complex Projects: In-House Training As knowledge and technology expand exponentially, organizations are finding that the tools, processes, and methods used to select, plan, and manage their projects are insufficient for the challenges posed by them. The goal of this course is to provide participants with a working knowledge of project complexities and a framework for managing the ambiguities involved in today's fast-changing, competitive, and technology-based environment As knowledge and technology expand exponentially, organizations are finding that the tools, processes, and methods used to select, plan, and manage their projects are insufficient for the challenges posed by them. Complex projects don't necessarily follow the rules of traditional projects - in many instances the projects' end-products, and the methods by which they will be produced, are not easily defined. Stakeholder diversity and geographical dispersion contribute to the difficulties project managers face in their efforts to gain acceptance of project goals, objectives, and changes. Additionally, hierarchic leadership styles, traditional lifecycle approaches, and traditional project manager competencies may no longer maximize the efficiencies that need to be realized on complex projects. The goal of this course is to provide participants with a working knowledge of project complexities and a framework for managing the ambiguities involved in today's fast-changing, competitive, and technology-based environments. What you Will Learn The learning objectives of this workshop are to enable participants to: Appreciate complexity and its impact on the management of projects Describe the differences among traditional, complicated, and complex projects Explain the effects of complexity on the PMBOK® Guide's process groups Apply a high-level model in the management of real- world projects Complexity and Projects Some characteristics of complex systems Important models/characteristics of complex projects Major players in project complexity Landscapes and project typologies A supplemental framework for complex projects Framing Framing overview Potential pitfalls in framing complex projects Possible solutions Inception Centrality of risk management PM competencies, selection Stakeholder identification, analysis Blueprint Collaborative planning Stakeholder engagements Alternative methodologies/life cycles Collaborative scheduling Procurement management Oversight, Navigation, and Adjustment Leadership and the project team Stakeholder management Networks Close and Continuous Improvement Transition/support Post-project evaluations Rewards/Recognition
Earned Value Management: In-House Training: In-House Training Earned Value Management (EVM) incorporates a set of proven practices appropriate for project or program management methodologies. These include integration of program scope, schedule, and cost objectives, establishment of a baseline plan for accomplishment of program objectives and use of earned value techniques for performance measurement during the execution of a program. Earned Value Management (EVM) incorporates a set of proven practices appropriate for project or program management methodologies. These include integration of program scope, schedule, and cost objectives, establishment of a baseline plan for accomplishment of program objectives and use of earned value techniques for performance measurement during the execution of a program. EVM provides a solid platform for risk identification, corrective actions, and management re-planning as may be required over the life of a project or program. The course emphasis is on the latest EVM principles and concepts in accordance with changes and guidelines for Earned Value Management in The Guide to the Project Management Body of Knowledge (PMBOK® Guide) and The Practice Standard for Earned Value Management published by the Project Management Institute. What you Will Learn You'll learn how to: Develop a project baseline, using an effective WBS Record actual project performance Calculate EVM measures Evaluate project performance based on EVM measures Respond to project variances Integrate EVM and risk management Determine how EVM will add value to your organization Develop an EVM implementation plan for your organization Getting Started Introductions Course structure Course goals and objectives Expectations Foundation Concepts Introduction to Earned Value Management (EVM) Benefits of EVM EVM Process Overview Applications of EVM Creating a Work Breakdown Structure Reviewing WBS concepts Reviewing WBS development process (decomposition) Using a WBS to support EVM Building a Project Baseline Defining a project baseline Developing a project baseline Using a project baseline Recording Actuals Recording actuals overview Collecting data for actual project performance Determining earned value - various methods EVM Performance Measures Using current status measures Using forecasting measures Analyzing EVM measures EVM and Risk Management Integrating EVM and Risk Management Using EVM measures in the risk register Exploring how EVM can facilitate reserves management Drawing down contingency reserves Responding to Variances Introduction to variances Process for responding to variances Response options Reporting Project Performance EVM reporting overview Meeting EVM reporting needs Addressing EVM reporting challenges Implementing an EVMS Defining EVMS requirements EVM for Agile projects Tailoring the EVMS Summary and Next Steps Review of content Review of objectives / expectations Personal action plan
This programme has a simple objective: to help a sales team create and implementa comprehensive account development plan. If you want to earn strategic partner or preferred supplier status with your clients and customers then you need to add value to their business, consistently, and you can only do this if you have a plan - a key account management plan. This programme will help participants: Discover opportunities - through a deeper understanding of the customer's business Develop partnership - through a better 'value proposition' for the customer Increase repeat business - based on higher customer satisfaction Improve synergy - by getting everyone to 'sing from the same hymn sheet' Develop a collaborative account plan - validated by the customer and their own management Secure resources - management will align resources to execute soundly based account plans Win an increased share of 'customer wallet' - through systematic account development 1 The six principles of strategic account development Introduction to the PROFIT account development model:- Performance- Relationships- Objectives and goals- Feedback- Integration- Teamwork Practical account development strategies: overview and case studies 2 Performance Use practical tools to help you manage and measure account performance and success Design and build a monthly account dashboard for all sizes of account Prioritise and manage accounts and customers pro-actively and successfully, using proven planning tools Develop a cross-selling strategy to integrate products or solutions into the customer's business as closely as possible 3 Relationships How to build and manage key relationships within an account Qualifying and managing key influencers accurately Producing a 'relationship matrix' for each account quickly and easily Approaching and developing new contacts strategically Tools and techniques for successful tracking of contacts and call-backs Developing a coach or advocate in every customer organisation pro-actively 4 Objectives and goals Where are you now? - how to establish your competitive position within an account Know how to set, monitor and track key objectives for accounts over the short, medium and long term Selling against the competition - developing both long- and short-term sales strategies 5 Feedback - building loyal and satisfied customers The correct way to manage customer expectations and create listening loops within an account How to monitor and track your customer's perception and satisfaction with your organisation Building a personalised satisfaction matrix for each account Customer review meetings - best practice in building loyalty by regular joint planning events Understanding the concept of long-term customer value and the importance of adapting a customer-focused attitude 6 Integration How to integrate your products or solutions with the customer's business needs and processes Spot and react to early warning signals that may cause an account's loyalty to fade, reduce revenue or switch to a competitor Developing a loyalty strategy for key accounts or groups of smaller accounts Getting your message and strategy across to C-level contacts 7 Teamwork Working with others to achieve your account goals Gaining internal commitment from your organisation Managing and working with a virtual team Creating cross-departmental communication loops 8 Putting it all together Personal account reviews Personal learning summary and action plans
Change Management Foundation: Virtual In-House Training This course provides practical knowledge on Change Management techniques and the Foundation certification. You will examine various Change Management techniques and explore which could be effectively implemented in your organization. The structured approach helps you understand how you deal with change as an individual, as a member of a team or organization, and as a leader. The program design explores the impact that change has on these four major areas: Change and the Individual Change and the Organization Communications and Stakeholder Engagement Change Management Practice This course also prepares you for the APMG Change Management Foundation exam. Given that a primary course goal is to achieve the Foundation Certification, the course text will be provided in advance of the workshop so the participant may begin studying. In addition, daily homework assignments and practice exams will be provided. The Foundation-level exam is taken at the end of the third day of the Traditional Classroom course. Virtual Classroom participants must make separate arrangements to schedule their exam following course completion (See 'Important Note for Virtual Course Participants'). What You Will Learn You'll learn how to: Explain how individuals learn and why many may resist change Illustrate how to build an effective change team Describe the stakeholder engagement process and relate this to appropriate communication Differentiate various approaches to plan, implement, and sustain organizational change Demonstrate how to assess change impact and readiness, and deal with resistance Improve your ability to pass the APMG Change Management Foundation Certification exam Getting Started Introductions Course structure Course goals and objectives Change and the Individual How people learn Personality and change - introduction to MBTI Models of individual change - the Change Curve and Bridges' Transition Motivating individuals during change Change and the Organization Understanding organizational metaphors Organizational culture and change 3 models of change - Lewin, Kotter, and Senge Key roles in change Stakeholder Engagement Identifying and analyzing stakeholders Personas and empathy maps Influencing strategies Communication Feedback and communication approaches Communicating change - planning, factors, and barriers Communication biases and channels Change Impact Identifying and assessing change impact Stakeholder impact assessment Change severity assessment Change Readiness Building change agent networks and the change team How to make the organization ready for change Creating a change management plan Dealing with resistance to change APMG Change Management Foundation Exam Preparation Review of and practice with APMG sample questions and test papers APMG Change Management Foundation Exam Traditional Classroom: Paper-based exams will be taken on the last day of class Virtual Classroom: The exam is scheduled by the Participant and taken subsequent to the course
Management of Value (MoV®) Practitioner: Virtual In-House Training This interactive MoV® Practitioner course provides a modular and case-study-driven approach to learning Management of Value (MoV). The core knowledge is structured and comprehensive; and well-rounded modules cover the methodology and various techniques. A case study is used to help appreciate the relevance of MoV in its practical application. What you will Learn The MoV Practitioner Course prepares you for the MoV Practitioner exam. Individuals certified at the MoV Practitioner level will be able to: Apply Management of Value (MoV) principles, processes and techniques, and advocate the benefits of this application appropriately to the senior Management. Develop a plan of MoV activities for the whole lifecycle of small and large projects and programs. Plan an MoV study, tailoring it to particular projects or programs and developing practical study or workshop handbooks as required. Understand and articulate value in relation to organizational objectives. Prioritize value drivers using function analysis and use these to demonstrate how value might be improved. Quantify monetary and non-monetary value using the Value Index, Value Metrics and the Value for Money ratio. Describe and comment on the application of various techniques relevant to MoV. Monitor improvements in value realized throughout a project lifecycle and capture learning which can be transferred to future projects. Offer suggestions and guidance about embedding MoV into an organization, including policy issues, undertake a health check, assess maturity and competence, and provide guidance on typical roles and responsibilities. Understand and articulate the use of MoV within other Best Management Practice methods and its contributions to them Benefits of Taking This Course Upon successful completion of this course, you will be able to: Organise and contribute constructively to a Management of Value (MoV) Study Demonstrate a knowledge of MoV principles, processes, approach, and environment Analyse a company, programme or project to establish its organisational value includes identification and weighting of Value Drivers Pass the AXELOS Practitioner Examination Function Analysis Customer FAST Diagram Value Tree Development Weighting Attributes Paired Comparisons Developing a Value Profile Developing a Value Index Value for Money Ratio Stimulating Innovation Value Engineering Option Evaluation and Selection Evaluation Matrix Value and Value for Money Timing and Planning Teams and Stakeholders MoV in the Organization Integrating with Best Management Practice Relationship between Process and Approach
Duration 2 Days 12 CPD hours This course is intended for This course is relevant to anyone who needs to work with and understand data including: Business Analysts, Data Analysts, Reporting and BI professionals Marketing and Digital Marketing professionals Digital, Web, e-Commerce, Social media and Mobile channel professionals Business managers who need to interpret analytical output to inform managerial decisions Overview This course will cover the basic theory of data visualization along with practical skills for creating compelling visualizations, reports and dashboards from data using Tableau. Outcome: After attending this course delegates will understand - How to move from business questions to great data visualizations and beyond How to apply the fundamentals of data visualization to create informative charts How to choose the right visualization type for the job at hand How to design and develop basic dashboards in Tableau that people will love to use by doing the following: Reading data sources into Tableau Setting up the roles and data types for your analysis Creating new data fields using a range of calculation types Creating the following types of charts - cross tabs, pie and bar charts, geographic maps, dual axis and combo charts, heat maps, highlight tables, tree maps and scatter plots Creating Dashboards that delight using the all of the features available in Tableau. The use of analytics, statistics and data science in business has grown massively in recent years. Harnessing the power of data is opening actionable insights in diverse industries from banking to tourism. From Business Questions to Data Visualisation and Beyond The first step in any data analysis project is to move from a business question to data analysis and then on to a complete solution. This section will examine this conversion emphasizing: The use of data visualization to address a business need The data analytics process ? from business questions to developed dashboards Introduction to Tableau ? Part 1 In this section, the main functionality of Tableau will be explained including: Selecting and loading your data Defining data item properties Create basic calculations including basic arithmetic calculations, custom aggregations and ratios, date math, and quick table calculations Creating basic visualizations Creating a basic dashboard Introduction to Tableau ? Part 2 In this section, the main functionality of Tableau will be explained including: Selecting and loading your data Defining data item properties Create basic calculations including basic arithmetic calculations, custom aggregations and ratios, date math, and quick table calculations Creating basic visualizations Creating a basic dashboard Key Components of Good Data Visualisation and The Visualisation Zoo In this section the following topics will be covered: Colour theory Graphical perception & communication Choosing the right chart for the right job Data Exploration with Tableau Exploring data to answer business questions is one of the key uses of applying good data visualization techniques within Tableau. In this section we will apply the data visualization theory from the previous section within Tableau to uncover trends within the data to answer specific business questions. The types of charts that will be covered are: Cross Tabs Pie and bar charts Geographic maps Dual axis and combo charts with different mark types Heat maps Highlight tables Tree maps Scatter plots Introduction to Building Dashboards with Tableau In this section, we will implement the full process from business question to final basic dashboard in Tableau: Introduction to good dashboard design Building dashboards in Tableau
Project Stakeholder Relationship Skills: Virtual In-House Training This course is designed to provide project managers with the ability to: Analyze the complexities of major stakeholder relationship categories Apply the most appropriate interpersonal relationship skills to the different categories of relationships Align the dynamic needs of the stakeholders with a project's objective throughout the project life cycle What you Will Learn Examine traditional and non-traditional ways to identify and assess stakeholders Explain how competence, character, and trust lead to project success and strong relationships with stakeholders Utilize 'Embodied Leadership' skills to build stakeholder relationships Apply stakeholder engagement best practices to case study and real-life scenarios Getting Started Stakeholders and project success Stakeholder management research Managing stakeholder relationships Identifying Stakeholders Stakeholder categories Stakeholder relationships across the project life cycle Tools and techniques for identifying stakeholders Assessing Stakeholders Assessing stakeholder relationships Recognizing stakeholder attitudes toward the project Analyzing stakeholders Using other types of stakeholder assessments Building Stakeholder Relationships The importance of psychological safety Building trust and getting results The anatomy of trust Navigating Challenging Situations Dynamics of conflict Responding to conflict Managing difficult conversations
ITIL® 4 Strategist: Direct, Plan and Improve: In-House Training The ITIL® 4 Strategist: Direct, Plan, and Improve course is based on the ITIL® 4 Strategist Direct, Plan, and Improve candidate syllabus from AXELOS. This course is based on the ITIL® 4 Strategist: Direct, Plan and Improve IT exam specifications from AXELOS. With the help of ITIL® 4 concepts and terminology, exercises, and examples included in the course, candidates acquire the relevant knowledge required to pass the certification exam. This course provides the practical skills necessary to create a 'learning and improving' IT organization, with a strong and effective strategic direction. It was designed to provide practitioners with a practical and strategic method for planning and delivering continual improvement with necessary agility. It covers both practical and strategic elements, making it the universal module that is a key component to both ITIL® 4 Managing Professional and ITIL® 4 Strategic Leader streams. What You Will Learn At the end of this course, participants will be able to: Understand the key concepts of direction, planning, improvement Understand the scope of what is to be directed and/or planned and know how to use key principles and methods of direction and planning in that context Understand the role of GRC and know how to integrate the principles and methods into the service value system Understand and know how to use the key principles and methods of continual improvement for all types of improvements Understand and know how to use the key principles and methods of Communication and Organizational Change Management to direction, planning and improvement Understand and know how to use the key principles and methods of measurement and reporting in direction, planning, and improvement Understand and know how to direct, plan, and improve value streams and practices Course Introduction Let's Get to Know Each Other Course Overview ITIL® 4 Certification Scheme Course Learning Objectives Course Components Course Agenda Exercises Case Study: Axle Car Hire Case Study: HandyPerson on Demand Exam Details Core Concepts of DPI Key Terms Covered in the Module Module Learning Objectives Basics of Direction Basics of Planning Basics of Improvement Other Core Elements DPI through Service Value Chain and Guiding Principles Key Terms Covered in the Module Module Learning Objectives DPI of the SVS DPI of Guiding Principles Role of Direction in Strategy Management Key Terms Covered in the Module Introducing Strategy Management Developing Effective Strategies Implementation of Strategies Key Terms Covered in the Module Module Learning Objectives Managing Risks Making Decisions through Portfolio Management Directing via Governance, Risk, and Compliance (GRC) Introduction to Assessment and Planning Key Terms Covered in the Module Module Learning Objectives Core Concepts of Assessment Conducting Effective Assessments Core Concepts of Planning Assessment and Planning through VSM Key Terms Covered in the Module Module Learning Objectives Introducing VSM Developing Value Stream Maps Knowing More About VSM Measurement, Reporting, and Continual Improvement Key Terms Covered in the Module Module Learning Objectives Measurement and Reporting Alignment of Measurements and Metrics Success Factors and Key Performance Indicators Continual Improvement Measurements and Continual Improvement through Dimensions and SVS Key Terms Covered in the Module Module Learning Objectives Measurements for the Four Dimensions Continual Improvement of the Service Value Chain and Practices OCM Principles and Methods Key Terms Covered in the Module Module Learning Objectives Basics of OCM OCM throughout DPI and Service Value Chain Resistance and Reinforcement Communication Principles and Methods Key Terms Covered in the Module Module Learning Objectives Basics of Effective Communication Communication with Stakeholders SVS Development Using Four Dimensions Key Terms Covered in the Module Module Learning Objectives Organizations and People in the SVS Partners and Suppliers in the SVS Value Streams and Processes in the SVS Information and Technology in the SVS
Disciplined Agile Value Stream Consultant (DAVSC) Training Workshop: Virtual In-House Training The Disciplined Agile Value Stream Consultant workshop teaches you how to use value stream management to create a tailored approach for any organization to accelerate delivery of value to their customers. It provides a combination of Lean, Flow, Theory of Constraints and Organizational Development theories and practices. The workshop integrates with the Disciplined Agile tool kit to provide those practices that will be most effective for where it is applied, whether it be a new Agile transition or continuing a stagnated SAFe® or Spotify one.