Portfolio Management for Stakeholders This course equips and enables project, program, and functional managers (line managers) to support and contribute to starting, restarting or sustaining the implementation and effectiveness of portfolio management in an organization. Emphasis is on improving collaboration and planning between functional business areas and project/program organizations responsible for delivering investments in business change through successful delivery of projects and programs. Good functional, project, and program managers become 'great' when they understand, advocate, and effectively contribute to achieving 'real' business value through portfolio management. What you Will Learn At the end of this program, you will be able to: Outline the benefits of portfolio management State the importance of linking the strategic objectives to the initiatives in the organization Chart the portfolio governance structure Assist in the inventory of ongoing and new initiatives Identify portfolio and sub-portfolio categories Support the PMO in the prioritization of initiatives using Multi-criteria Analysis and other selection tools Collaborate with the PMO in balancing the portfolio based on the optimal use of resources and priorities Participate in resource forecasting and planning Demonstrate thresholds and variance reporting criteria Describe the purpose of Stage Gate Funding Report status against a portfolio delivery plan Present your initiative in Stage Gate Reviews List the benefits that are being realized by the initiative Foundation Concepts Portfolio Life Cycles Portfolio Governance Prioritizing Initiatives Prioritize Foundation Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic Alignment Balancing the Portfolio Resources, Budgets, and Equipment Communicating Decisions Planning the Portfolio Planning Review Cycles Using Stage Gate Funding Setting Thresholds and Variance Reporting Tool Examples Portfolio Delivery 'Cycle' Project and Program Life Cycles Stage Gate Reviews Interaction with the Portfolio Delivery Board Project, Program, and Functional Managers Roles and Responsibilities
Project Communication Skills (In-Person) Communication is the single most critical project success factor. When effective, projects get executed on time, within budget, and with objectives being met. But that isn't all. Strong communication also nurtures healthy team relationships. And in today's highly diverse world, where projects are often fast-paced, complex, and virtual, that is more important than ever. Strong communication skills foster cultural awareness, trust, and empathy. Together, they contribute greatly to project success-and ultimately, to future project success. In this course, participants will actively explore best communication practices from a variety of perspectives: in-person, virtual, electronic, and via formal project documentation. In order to be transformative, however, those perspectives will be filtered further through the lens of their formal, personalized assessment. It is a powerful tool which identifies individuals' internal needs and priorities. It translates those into descriptive profiles and reports, gifting users with valuable information about themselves and others. Paired with the course's real-world activities, it will provide uniquely strategic opportunities for communicating effectively and meaningfully-and with less conflict, both personally and professionally. What you will Learn At the end of this program, you will be able to: Identify basic elements of communication and explain how they affect teams Explore how your assessment style impacts you and how you communicate with people of other styles Infer how your style impacts the way(s) you send and interpret emails and instant messages Analyze real world email and instant messaging practices to determine how they affect communication and relationships Explore best practices for formal project communications and presentations Analyze how your assessment style and global diversity can contribute to both strong team communication and conflict Identify solutions for virtual team work communication challenges Foundation Concepts Communication as a foundation skill Elements of communication Communicating across media Targeting your audience How communication impacts team performance The Assessment Framework Overview of the assessment's approach Exploring assessment report Increasing your effectiveness with other assessment styles Email and Instant Messages Preferred communications and assessment styles The email brands we create Assessment styles and email Emotion and email Email guidelines and best practices Anatomy of an email The seven deadly email sins Instant messages and other interfaces Project Communications and Presentations Communicating across the project lifecycle Project templates Structuring a presentation Delivering a presentation Interpersonal and Team Communication Skills Communication styles and techniques Managing conflict in a project environment Styles and conflict Communication and global team leadership Virtual Communication Leading global virtual teams Virtual processes and technology Virtual team leadership
Preparing for Digital Transformation Organizations today must keep pace with changing technology to stay abreast of the market demand. Keeping pace means a transformation of the entire organization into the digital age. This workshop presents the challenges, benefits, and pitfalls of digital transformation and how it will affect you, and how you can be better prepared and positioned for the upcoming digital transformation. The goal of this course is to enable you to become knowledgeable about the technologies behind a digital transformation in your organization and the driving forces compelling such a transformation. You will learn how to become engaged in the processes of transforming your organization digitally to meet with the growing demands of customers and clients What you will Learn Describe the impact that digital is making on the economy and on customer expectations Examine the nature and drivers of the digital transformation Evaluate new technologies such as Blockchain, Big Data, Artificial Intelligence, and other technologies and see how they work to bring about digital transformation Assess the impact of digital technologies on the current roles and positions in the organization Discuss both the demand that customers have for digital technologies and the impact the digital technologies have on the customer and its relationship with the organization Recognize the new technology trends in the digital transformation and what they mean to the future of the organization Identify how digital transformation will affect all roles and how to be prepared for the upcoming and continuing digital transformation Foundation Concepts Digital transformation versus automation Driving forces behind the digital transformation Learning from digital transformation successes Digital Transformation and Customer Orientation The Digital Customer Customer touch points and the customer journey Omnichannel concept Transform to the customer Digital Technologies and the Organization Relationship Management Big Data: The Basis for it All The Human Factor in Digital Transformations Risks of Digital Transformation Technology Trends Data and Business Analytics Other Major Trends Preview of Coming Attractions Pathway to Digital Transformation
Project Estimating and Scheduling Establishing realistic estimates and goals for projects that support business objectives and meet client expectations is one of the most challenging aspects of project planning. Delivering those results within the agreed-upon time, cost, and quality constraints is also challenging. Attempting to meet impossible deadlines with limited budgets often leads to unplanned product shortfalls, causing long-term support and utilization problems. We have all anguished about this recurring problem, but without having the skills or knowledge to take action, we are unable to break the cycle! The goal of this course is for you to be able to support business objectives and meet client expectations by selecting the right planning approach for realistic and cost effective schedules, as well as project budgets. To achieve that, you will focus on gaining the necessary knowledge, skills, and techniques. What You Will Learn At the end of this program, you will be able to: Use the work breakdown structure (WBS) as the basis for effective estimating of project resources Estimate effort and duration using a variety of techniques Develop preliminary schedules using the critical path method Apply a variety of optimization techniques to refine preliminary schedules Establish realistic schedule and cost baselines, with appropriate contingency reserves Explain how earned value management (EVM) contributes to control time and cost performance Foundation Concepts Project management basic definitions and concepts PES Key driver: competing constraints PES Process and success factors Project Definition and the WBS Project definition overview Work Breakdown Structure (WBS) Decomposition: WBS development technique Resource Planning Resource planning overview Identifying resource requirements Identifying and filling resource gaps Applying resource planning tools Effort and Duration Estimating Estimating overview Estimating perspectives and approaches Estimating techniques Effort and duration estimating best practices Project Scheduling Overview of project scheduling Dependencies and the project network diagram Critical path method (CPM) Optimizing the schedule Budget, Risk, and Contingency Planning Overview of budget, risk, and contingency planning Estimating costs Determining the budget Project risk management processes Planning contingency reserves Project Baseline and Control Overview of project baseline Negotiating and the project baseline Earned value management (EVM) Project variances and actions Project control
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
Effecting Business Process Improvement Business analysts facilitate the solution of business problems. The solutions are put into practice as changes to the way people perform in their organizations and the tools they use. The business analyst is a change agent who must understand the basic principles of quality management. This course covers the key role that business analysts play in organizational change management. What you will Learn You will learn how to: Define and document a business process Work with various business modeling techniques Perform an enterprise analysis in preparation for determining requirements Analyze business processes to discern problems Foundation Concepts Overview of business analysis and process improvement Defining the business process Introducing the proactive business analyst Focusing on business process improvement for business analysts Launching a Successful Business Process Improvement Project Overview of the launch phase Understanding and creating organizational strategy Selecting the target process Aligning the business process improvement project's goals and objectives with organizational strategy Defining the Current Process Overview of current process phase Documenting the business process Business modeling options: work-flow models Business modeling options: Unified Modeling Language (UML) model adaptations for business processes Analyzing the Current Process Process analysis overview Evaluation: establishing the control group Opportunity techniques: multi-discipline problem-solving Opportunity techniques: matrices Building and Sustaining a Recommended Process Overview of the recommended process and beyond Impact analysis Recommended process Transition to the business case Return to proactive state
Business Intelligence Business Intelligence (BI) refers to a set of technology-based techniques, applications, and practices used to aggregate, analyze, and present business data. BI practices provide historical and current views of vast amounts of data and generate predictions for business operations. The purpose of Business Intelligence is the support of better business decision making. This course provides an overview of the technology and application of BI and how it can be used to improve corporate performance. What you will Learn You will learn how to: Specify a data warehouse schema Identify the data and visualization to be used for data mining and Business Intelligence Design a Business Intelligence user interface Getting Started Introductions Agenda Expectations Foundation Concepts The challenge of decision making What is Business Intelligence? The Business Intelligence value proposition Business Intelligence taxonomy Business Intelligence management issues Sources of Business Intelligence Data warehousing Data and information Information architecture Defining the data warehouse and its relationships Facts and dimensions Modeling, meta-modeling, and schemas Alternate architectures Building the data warehouse Extracting Transforming Loading Setting up the data and relationships Dimensions and the Fact Table Implementing many-to-many relationships in data warehouse Data marts Online Analytical Processing (OLAP) What is OLAP? OLAP and OLTP OLAP functionality Multi-dimensions Thinking in more than two dimensions What are the possibilities? OLAP architecture Cubism Tools OLAP variations - MOLAP, ROLAP, HOLAP BI using SOA Applications of Business Intelligence Applying BI through OLAP Enterprise Resource Planning and CRM Business Intelligence and financial information Business Intelligence User Interfaces and Presentations Data access Push-pull data access Types of decision support systems Designing the front end Presentation formats Dashboards Types of dashboards Common dashboard features Briefing books and scorecards Querying and Reporting Reporting emphasis Retrofitting Talking back Key Performance Indicators Report Definition and Visualization Typical reporting environment Forms of visualization Unconstrained views Data mining What is in the mine? Applications for data mining Data mining architecture Cross Industry Standard Process for Data Mining (CISP-DM) Data mining techniques Validation The Business Intelligence User Experience The business analyst role Business analysis and data analysis Five-step approach Cultural impact Identifying questions Gathering information Understand the goals The strategic Business Intelligence cycle Focus of Business Intelligence Design for the user Iterate the access Iterative solution development process Review and validation questions Basic approaches Building ad-hoc queries Building on-demand self-service reports Closed loop Business Intelligence Coming attractions - future of Business Intelligence Best practices in Business Intelligence
Microsoft Project Blue Belt® 2016: Virtual In-House Training This course introduces Project Server 2016 features that expedite scheduling projects and simplify managing tasks within an enterprise environment. Learn different aspects of Project Server and their benefits to varying roles in the enterprise, and gain hands-on experience and insights on best practices from SMEs around the world. This course introduces Project Server 2016 features that expedite scheduling projects and simplify managing tasks within an enterprise environment. Learn different aspects of Project Server and their benefits to varying roles in the enterprise, and gain hands-on experience and insights on best practices from SMEs around the world. Users in Project online will get the same benefits of this program. What you Will Learn You'll learn how to: Describe the Enterprise Project Management (EPM) environment Apply the basic project management principles of, initiating, planning, executing, monitoring and controlling, and closing your project schedules Discuss new features Explain PWA views project sites Meet deadlines and budget restrictions Keep the workloads of your resources within their available limits Explain tracking methods and manage task assignments Update the schedule Differentiate between updating tasks and timesheets Use standard reports, custom views, and visual reports for your projects Recognize the potential of the Business Intelligence features Getting Started with Microsoft® Project Server 2016 Describing the EPM context Discovering Project Web App Differentiating the users of PWA Working with Project Professional and PWA Initiating Projects New projects with Project Professional, SharePoint lists, Enterprise Projects Importing schedules and managing project owner and permissions Customize the ribbon with enterprise commands Planning Projects - Scope and Schedule Management Scheduling in PWA Using the Deliverables feature Developing components of the risk management plan and issues tracking Linking planning documents Planning Projects - Staffing Management Plan Building a project team Managing resource availability Reviewing the assignment cycle Managing resource engagements Resolving resource overallocation Executing, Monitoring and Controlling Baselines Working with timesheets Reporting administrative time Tracking methods (% work, actual work, single entry mode) Assignment progress and updates in PWA Task progress and updates in Project Professional and PWA Monitor and Control Projects - Measuring Performance and Reporting Progress Reviewing performance metrics and progress reports Using the preloaded reports at the Business Intelligence Center Considerations for defining custom reports Closing Projects Reviewing the closing processes and closing tasks to updates Supporting the closing process
Global Project Management: In-House Training: In-House Training In this course, you will dig deeper-and differently-into project management processes, tools, and techniques, developing the ability to see them through the lens of global and cultural project impacts. In today's increasingly global environment, managing a project with customers and support organizations spread across multiple countries and continents is a major challenge. From identifying stakeholders and gathering requirements, to planning, controlling, and executing the project, the basic logistics of a global project present their own standard challenges. However, with additional cultural, language-based, and regional elements, global projects involve more complexities than teams often realize. There are unique communication needs, cultural awareness elements, varying customs and work expectations, and critical legal differences to consider. In this course, you will dig deeper-and differently-into project management processes, tools, and techniques, developing the ability to see them through the lens of global and cultural project impacts. This will leverage you to problem solve differently on global projects, prevent problems, and ensure success. The goal is for you to effectively navigate the challenges of leading projects with multi-regional footprints and globally diverse sets of stakeholders. What you Will Learn At the end of this program, you will be able to: Determine when a project meets the criteria of being a true global one Articulate global project needs based on the project grid and framework Identify and analyze global project stakeholders Recognize cultural differences and articulate how they impact project work Determine global project estimating, scheduling, and staffing challenges Assess global project risks and develop problem-solving responses Analyze complex cultural situations and align optimal project communication and negotiation tools and techniques Apply best practices for conducting virtual team work and mitigating virtual challenges Evaluate ways to control for global project scope, cost, and procurement Align customer management best practices with global customer needs Implement key global project closing activities Foundation Concepts What is a global project? What makes a global project different? A global project management framework Initiating the Global Project Launching a global project Respecting cultural differences Identifying and analyzing stakeholders Developing the communications plan Defining the ideal global project manager Crafting a global project charter Planning the Global Project Gathering requirements for a global project Defining the scope, region by region Estimating and scheduling for global projects Staffing the global project Developing the global risk management plan Executing the Global Project Managing global stakeholder expectations Embracing cultural diversity Honing global negotiation techniques Procuring goods and services on a global basis Managing global legal and regulatory issues at the micro and macro level Monitoring and Controlling the Global Project Status reporting Virtual communication Cost control Schedule control Scope control Customer satisfaction Closing the Global Project Contract closure at the macro and micro levels Administrative closure with global reach Lessons learned
Managing Multiple Projects Succeeding in today's competitive marketplace often requires cycle time reduction - reducing the duration of projects and getting results faster. This workshop will address managing multiple projects within the context of program or product management. Are your projects taking longer and longer to complete? Are results less than optimal because of time pressures on resources? Would you like to increase project 'throughout'? Succeeding in today's competitive marketplace often requires cycle time reduction - reducing the duration of projects and getting results faster. This workshop will address managing multiple projects within the context of program or product management. Planning and managing individual projects is challenging. When introducing the real-life limitation of resources and other outside influences into the multi-project environment, those challenges are magnified, and new challenges are introduced. This interactive workshop will position you for immediate action. The goal of this course is to equip you with the necessary knowledge, skills, and techniques so that you can effectively and productively manage multiple projects. What you Will Learn You'll learn how to: Manage stakeholder relationships and expectations Prioritize and sequence multiple projects Manage time and stress within a multiple project environment Effectively manage logical dependencies among projects Optimize the use of resources across multiple projects using concepts from Critical Chain methods Manage risk and communications in a multiple project environment Getting Started Introductions Course structure Course goals and objectives Foundation Concepts Portfolio, program, and project management principles The multiple project environment The MMP Process Model Developing the Multiple Project List Multiple project portfolio management Project selection Project categories and types The multiple project list Multiple Project Logical Dependencies Project dependencies Types of multiple project portfolios Categories of logical dependencies across multiple projects Project priorities in the multiple project schedule Multiple Project Resource Management Multiple project resources and resource management concepts Multiple project resource loading Resource pool and resource database Multiple project resource issues and outsourcing Critical chain resource management, including drum resources and multi-tasking Managing Risk Across Multiple Projects Multiple project risk management process Identifying, assessing, and responding to multiple project risks Critical chain and multiple project risks Risk interrelationship management methods Creating and Executing the Multiple Project Plan The multiple project plan Multiple project scheduling Multiple project budgeting Executing and maintaining the multiple project plan Controlling in the multiple project environment Tools in multiple project management Multiple Project Communications Effective communication in the multiple project environment Common communication barriers Multiple project communications plan Resolving multiple project conflicts Summary and Next Steps What did we learn, and how can we implement this in our work environments?