Portfolio, Programme, and Project Offices (P3O®) Practitioner 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
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
This course will provide an opportunity to begin to understand what commercial and financial awareness means and the importance of everyone in thinking commercially.
This programme is aimed at helping participants to manage their time more effectively and to be more productive with the time available to them.
Strategic Thinking (In-Person) The goal of this course is to provide you with the building blocks and the motivation to develop the critical skill of strategic thinking. The participants will consider a four-part model that distinguishes strategic thinking from strategic planning and managing. With that understanding, you will investigate the critical components of strategic thinking and how to apply it effectively. What You Will Learn You will learn how to: Define strategic thinking and distinguish it from strategic planning and management Explain a high-level approach to gaining strategic thinking skills Integrate other interpersonal skills, such as self-awareness, systems thinking, leadership, constructive conflict, and collaboration, into the fabric of strategic thinking skills Select appropriate techniques to apply strategic thinking in specific situations Recognize and emulate effective strategic thinking behaviors Getting Started Introductions Course structure Course goals and objectives Foundation Concepts Interactive event: Define Strategic Thinking (ST) Interactive event: Discuss relationship of ST with Strategic Planning, Management and Decision Making Strategic Level Framework - Tying it all together Strategic thinking attributes Strategic Thinking Critical Success Factors Strategic Thinking Critical Success Factors - 5-part model Strategic Thinking and the Organization Critical Success Factors Model applied to an organization Tools Introduction (5): Environmental, 5 Forces, SWOT, Value Proposition, Integral Theory of Worldview Video: Fog of War Strategic Thinking and the Individual Critical Success Factors Model applied to an individual Tools Introduction (5): Thinking Styles, Six Thinking Hats, Reverse Thinking, Systems Thinking, Integral Theory of Worldview Strategic Thinking at the Interpersonal and Team Levels Emotional Intelligence - Self Awareness and Working With Others Team Leadership and Trust Constructive Conflict as the Gateway to Collaboration Interactive event: Testing the Models - Challenge Perspective; What's Missing Applying the critical skill of Strategic Thinking Worldview: Team versus client Trusted Advisor Interactive event: Doing what is asked (Case study, wherein participants review the default case scenario prepared for this workshop and add specific details to make the scenario more relevant to their experiences / needs. Teams develop an action plan for applying ST concepts and techniques they have learned here to the situation, then compare and contrast results.)
About this Virtual Instructor Led Training (VILT) This 4 half-day Virtual Instructor Led Training (VILT) course presents the principles and best practices of portfolio management in the upstream (E&P) oil and gas industry. The VILT course is equally valuable for small independents, large integrated international companies and national oil companies. The VILT course consists of presentations, case studies, illustrative practical exercises and syndicate discussions. Particular emphasis is given to pragmatic portfolio management approaches and solutions which can be implemented swiftly without recourse to major investments in planning and portfolio management software. The VILT course will draw on examples from your expert course leader's 35+ years' experience in the oil and gas industry as an explorationist, upstream vice-president and management consultant. The VILT course handout will comprise softcopy slides used in the presentation and a softcopy workbook for the exercises. Participants will gain proficiency in portfolio management techniques, understand how and why to undertake this activity and be able to apply key concepts directly in the business of their teams / divisions. The VILT course will be presented over 4 half-days, using Microsoft Teams or Zoom and a proprietary set of VILT tools. Participants will be asked to complete a pre course questionnaire (PCQ) addressing their objectives and experience, and attend a session to familiarise themselves with VILT tools before course commencement. Training Objectives To present the tools, concepts and principles of portfolio management To define the quantitative metrics which are used to describe projects in a portfolio To understand the benefits of portfolio management at different stages of the upstream business: in strategy development, opportunity screening, business development, drilling prospects, conducting appraisal of discoveries and developing fields To put portfolio management in the organisational context by describing the role of the portfolio management team and examining how value assurance (quality control) is best conducted on portfolio data for projects and assets To demonstrate how portfolio management contributes to improved business performance By the end of the VILT course, participants will understand: Key concepts and principles of portfolio management How to design a simple portfolio database and describe complex projects in a small number of objective metrics How to segment the portfolio into meaningful units How to use portfolio data in making business choices and decisions at the strategic and tactical levels The extent to which it is meaningful and reasonable to make comparisons across different portfolio segments How the portfolio management team can support the wider business in decision-making Target Audience This VILT course is specially designed for exploration and development geoscientists, E&P economists and finance staff, and E&P managers. Both technical and non-technical staff will benefit from the concepts presented. Companies are encouraged to send participants from different functions and seniority levels to gain great benefits especially those which would like to implement the concepts presented in this VILT course. Course Level Basic or Foundation Training Methods The VILT course will be delivered online in 4 half-day sessions comprising 4 hours per day, with 2 breaks of 10 minutes per day. The VILT course will be presented in an interactive workshop format that allows for discussion. Course Duration: 4 half-day sessions, 4 hours per session (16 hours in total). Trainer Your expert course leader draws on more than 35 years of experience managing, reviewing and directing projects in all aspects of the exploration business: from exploration business development (new ventures), through prospect maturation and drilling, to the appraisal of discoveries. He has more than 30 years' experience with Shell International, followed by 10 years consulting to NOCs in Asia Pacific, Africa and South America and independent oil companies in the United Kingdom, continental Europe and North America. Other than delivering industry training, he has worked on projects for oil & gas companies of all sizes, including independents, national oil companies and (super)-majors, private equity firms, hedge funds and investment banks, and leading management consulting firms. He is an alumnus of Cambridge University. He has M.A and Ph.D. degrees in geology and is a Fellow of the Geological Society of London as well as a respected speaker on management panels at international conferences. Professional Experience Management consultancy & executive education: Advice to investment banks, businesses and major consulting firms. Specialist expertise in upstream oil & gas, with in depth experience in exploration strategy, portfolio valuation and risk assessment. Leadership: Managed and led teams and departments ranging from 3 - 60 in size. Provided technical leadership to a cadre of 800 explorationists in Shell worldwide. Member of the 12-person VP team leading global exploration in Shell, a $3 bln p.a. business and recognised as the most effective and successful among its industry peers. Accountability & decision-making: Accountable for bottom-line results: in a range of successful exploration ventures with budgets ranging from $10's million to $100's million. Made, or contributed to, complex business decisions / investments, taking into account strategic, technical, commercial, organisational and political considerations. Corporate governance: Served as non-executive director on the Boards of the South Rub al Khali Company (oversight of gas exploration studies and drilling in Saudi Arabia) and SEAPOS B.V. (exploration deep-water drilling and facilities management). Technical & operations: Skilled in exploration opportunity evaluation, the technical de risking of prospects, portfolio analysis and managing the interface between exploration and well engineering activities. Unparalleled knowledge of the oil and gas basins of the world, and of different operating regimes and contractual structures, ranging from Alaska, Gulf of Mexico and Brazil, through to the Middle East, former Soviet Union, Far East and Australia. Safety: Following an unsatisfactory audit, became accountable for safety performance in Shell's exploration new ventures. Through personal advocacy and leadership of a small team, delivered pragmatic and effective HSE systems, tools and staff training / engagement and a dramatically improved safety record. R&D: Experience in the 3 key roles in R&D: scientific researcher, research manager, and 'customer' for R&D products. After re-defining Shell's exploration R&D strategy, led the re-structuring of the R&D organization, its interface with 'the business' and approaches to deployment and commercialization. Strategy: Accomplished at formulating competitive strategies in business, R&D and technology deployment, translating them into actionable tactics and results. Defined the exploration strategy of PDO (a Shell subsidiary in Oman) and latterly of Shell's global exploration programme. Professional education, behavioural/motivational coaching: Experienced in organisational re-design, change management, leadership education and talent development. Commercial skills: Personally negotiated drilling compensation claims, educational contracts and E&P contracts, with values of $5 million to $100+ million. POST TRAINING COACHING SUPPORT (OPTIONAL) To further optimise your learning experience from our courses, we also offer individualized 'One to One' coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster. Request for further information about post training coaching support and fees applicable for this. Accreditions And Affliations
Students will learn and develop skills needed for a range of financial processes, including maintaining cost accounting records, advanced bookkeeping and the preparation of financial reports and returns. Course Overview This qualification covers a range of essential and higher-level accounting techniques and disciplines. Students will learn and develop skills needed for a range of financial processes, including maintaining cost accounting records, advanced bookkeeping and the preparation of financial reports and returns. Study the Level 3 Diploma to learn higher accounting techniques and disciplines and qualify for AAT bookkeeping membership (AATQB). The jobs it can lead to: • Accounts assistant • Accounts payable clerk • Audit trainee • Credit controller • Payroll administrator/supervisor • Practice bookkeeper • Finance assistant • Tax assistant • Accounts payable and expenses supervisor Entry requirements: Students can start with any qualification depending on existing skills and experience. For the best chance of success we recommend that students begin their studies with a good standard of English and maths. Course Content: Business Awareness: This unit provides students with an understanding of the business, its environment and the influences that this has on an organisation’s structure, the role of its accounting function and its performance. Students will examine the purpose and types for businesses that exist and the rights and responsibilities of the key stakeholders, as well as gain an understanding of the importance of professional ethics and ethical management within the finance function. Learning outcomes: • Understand business types, structure and governance and the legal framework in which they operate. • Understand the impact of the external and internal environments on business, their performance and decisions. • Understand how businesses and accounts comply with principles of professional ethics. • Understand the impact of new technologies in accounting and the risks associated with data security. • Communicate information to stakeholders. Financial Accounting: Preparing Financial Statements: This unit provides students with the skills required to produce statements of profit or loss and statements for financial position for sole traders and partnerships, using a trial balance. Students will gain the double-entry bookkeeping skills needed to record financial transactions into an organisation’s accounts using a manual bookkeeping system. Learning outcomes: • Understand the accounting principles underlaying final accounts preparation. • Understand the principles of advanced double-entry bookkeeping. • Implement procedures for the acquisition and disposal of non-current assets. • Prepare and record depreciation calculations. • Record period end adjustments. • Produce and extend the trial balance. • Produce financial statements for sole traders and partnerships. • Interpret financial statements using profitability ratios. • Prepare accounting records from incomplete information. Management Accounting Techniques: This unit provides students with the knowledge and skills needed to understand the role of management accounting in an organisation, and how organisations use such information to aid decision making. Students will learn the principles that underpin management accounting methodology and techniques, how costs are handled in organisations and why organisations treat costs in different ways. Learning outcomes: • Understand the purpose and use of management accounting within organisations. • Use techniques required for dealing with costs. • Attribute costs according to organisational requirements. • Investigate deviations from budgets. • Use spreadsheet techniques to provide management accounting information. • Use management accounting techniques to support short-term decision making. • Understand principles of cash management. Tax Processes for Businesses: This unit explores tax processes that influence the daily operations of businesses and is designed to develop students’ skills in understanding, preparing and submitting Value Added Tax (VAT) returns to HM Revenue and Customs (HMRC). The unit provides students with the knowledge and skills that are needed to keep businesses, employers and clients compliant with laws and practices that apply to VAT and payroll. Learning outcomes: • Understand legislation requirements relating to VAT. • Calculate VAT. • Review and verify VAT returns. • Understand principles of payroll. • Report information within the organisation. DURATION 250-300 Hours WHATS INCLUDED Course Material Case Study Experienced Lecturer Refreshments Certificate
Portfolio, Programme, and Project Offices (P3O®) Foundation 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 Foundation course is an interactive learning experience. The P3O Foundation-level content provides you with sufficient knowledge and understanding of the P3O guidance to interact effectively with, or act as an informed member of, an office within a P3O model. It enables you to successfully complete the associated P30 Foundation exam and achieve the qualification. In this course, you will be prepared to successfully attempt the P3O Foundation exam and learn how to implement or re-energize a P3O model in their own organization. What you will Learn Individuals certified at the P3O Foundation level will be able to: Define a high-level P3O model and its component offices List the component offices in a P3O model Differentiate between Portfolio, Programme, and Project Management List the key functions and services of a P3O List the reasons for establishing a P3O model Compare different types of P3O models List the factors that influence selection of the most appropriate P3O model for an organization Define the processes to implement or re-energize a P3O Benefits: Fast-track programme for those who want to achieve P3O Foundation qualification Practical case study and scenarios Attractive slides and course book 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 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 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
Management of Risk (M_o_R®) Practitioner The M_o_R® Practitioner course has been designed to provide learners with the opportunity to practice the practical application of the M_o_R method and covers the twelve M_o_R principles: Approach, Process and the basic techniques essential to managing risks using the M_o_R guidance. The purpose of the M_o_R Practitioner qualification is to confirm that the learner has achieved sufficient understanding of how to apply and tailor M_o_R in a scenario situation. What you will Learn At the end of the M_o_R Practitioner course, learners will gain competencies in: M_o_R framework (principles, approach based on risk documentation, process steps, and embedding and reviewing M_o_R principles Outline of M_o_R approach documents (including policy, process guide, and risk communications plan) Risk identification, assessment, and control Embedding and reviewing M_o_R M_o_R organizational perspectives (strategic, program, project, operational) Benefits The M_o_R Practitioner course offers a wide-ranging set of guidelines that will help in the management of risk in a project or program environment. It will help prepare learners for the M_o_R Practitioner Exam. They will feel more confident in approaching risk management after attending the course and will be aware of the use of different techniques that can assist in this task, including: Improved basis for effective strategy formation Reduced time spent fire-fighting and fewer unwelcome surprises Increased likelihood of successful change initiative outcomes Closer internal focus on doing the right things properly Increase in efficient use of resources waste and fraud Better management of contingency resources M_o_R roles and responsibilities M_o_R health check M_o_R maturity model Risk specialisms (including business continuity management) Introduction Introduction to the course What is a risk? What is risk management? Why is risk management so important? Basic risk definitions The development of knowledge about risk management Corporate governance and internal control Where and when should risk management be applied? M_o_R Principles The purpose of M_o_R principles Aligns with objectives Fits the context Engages stakeholders Provides clear guidance Informs decision-making Facilitates continual improvement Creates a supportive culture Achieves measurable value Risk management maturity models M_o_R Approach Relationship between the documents Risk management policy Risk management process guide Risk management strategy Risk register Issue register Risk response plan Risk improvement plan Risk communications plan M_o_R Process Common process barriers Identify - contexts Identify - the risks Assess - estimate Assess - evaluate Plan Implement Communication throughout the process M_o_R Perspectives Strategic perspective Programme perspective Project perspective Operational perspective Risk Specialisms Business continuity management Incident and crisis management Health and Safety management Financial risk management Environmental risk management Reputational risk management Contract risk management
Portfolio, Programme, and Project Offices (P3O®) Foundation: 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 Foundation course is an interactive learning experience. The P3O Foundation-level content provides you with sufficient knowledge and understanding of the P3O guidance to interact effectively with, or act as an informed member of, an office within a P3O model. It enables you to successfully complete the associated P30 Foundation exam and achieve the qualification. In this course, you will be prepared to successfully attempt the P3O Foundation exam and learn how to implement or re-energize a P3O model in their own organization. What you will Learn Individuals certified at the P3O Foundation level will be able to: Define a high-level P3O model and its component offices List the component offices in a P3O model Differentiate between Portfolio, Programme, and Project Management List the key functions and services of a P3O List the reasons for establishing a P3O model Compare different types of P3O models List the factors that influence selection of the most appropriate P3O model for an organization Define the processes to implement or re-energize a P3O Benefits: Fast-track programme for those who want to achieve P3O Foundation qualification Practical case study and scenarios Attractive slides and course book 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 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 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