Portfolio Management Skills The main purpose of this workshop is to equip and enable people in a portfolio management office and PMO to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in their organization. There is a deliberate focus on preparing you to become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards. What you Will Learn At the end of this program, you will be able to: Articulate the benefits of portfolio management Link the initiatives in an organization with its strategic objectives Participate in the introduction of portfolio management in an organization Create or improve the portfolio governance structure Lead the inventory of ongoing and new initiatives Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools Support the executives in balancing the portfolio based on the optimal use of resources and priorities Create a portfolio delivery plan Define thresholds and variance reporting criteria Assist the executives and the financial team in the definition of Stage Gate Funding Lead the Stage Gate reviews Analyze the benefits that are being realized by the initiatives Foundation Concepts Definitions Benefits of Portfolio Management Objectives of Portfolio Management Portfolio Life Cycles Governing the Portfolio Portfolio Governance structure Roles and responsibilities Initial activities when starting portfolio management Prioritizing Initiatives Prioritize purpose Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic alignment Balancing the Portfolio Allocating resources and budgets Communicating decisions of initiatives status Planning the Portfolio Planning review cycles Using Stage Gate Funding Setting thresholds and variance reporting Tool examples Managing the Portfolio Delivery Project and Program Life Cycles Stage Gate Reviews Loop back to Prioritize, Balance and Plan Interaction with the Portfolio Delivery Board Project, Program and Functional Managers' roles and responsibilities
Portfolio Management Skills: In-House Training The main purpose of this workshop is to equip and enable people in a portfolio management office and PMO to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in their organization. There is a deliberate focus on preparing you to become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards. What you Will Learn At the end of this program, you will be able to: Articulate the benefits of portfolio management Link the initiatives in an organization with its strategic objectives Participate in the introduction of portfolio management in an organization Create or improve the portfolio governance structure Lead the inventory of ongoing and new initiatives Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools Support the executives in balancing the portfolio based on the optimal use of resources and priorities Create a portfolio delivery plan Define thresholds and variance reporting criteria Assist the executives and the financial team in the definition of Stage Gate Funding Lead the Stage Gate reviews Analyze the benefits that are being realized by the initiatives Foundation Concepts Definitions Benefits of Portfolio Management Objectives of Portfolio Management Portfolio Life Cycles Governing the Portfolio Portfolio Governance structure Roles and responsibilities Initial activities when starting portfolio management Prioritizing Initiatives Prioritize purpose Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic alignment Balancing the Portfolio Allocating resources and budgets Communicating decisions of initiatives status Planning the Portfolio Planning review cycles Using Stage Gate Funding Setting thresholds and variance reporting Tool examples Managing the Portfolio Delivery Project and Program Life Cycles Stage Gate Reviews Loop back to Prioritize, Balance and Plan Interaction with the Portfolio Delivery Board Project, Program and Functional Managers' roles and responsibilities
Program Management Skills 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?
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?
PfMP® Exam Prep This is an intensive PfMP® Exam preparation course. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. First and foremost, this is an intensive PfMP® exam preparation course. Over the course, we go beyond exam prep to provide selected practice in applying key portfolio management skills, tools, and techniques. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. The journey zooms in and out between governance context and specific operational activities. The ultimate goal is practical application, with the bonus of certification along the way. What You Will Learn By the end of this program, you will be able to: Align and manage the portfolio, strategically, to satisfy organizational objectives and priorities, through benefit realization Articulate and emulate the role of a portfolio manager Apply the principles and skills of a portfolio manager to your real-world environment Study and prepare for the PfMP® Examination Apply for the certification, per the PMI PfMP Handbook and pass the initial panel review on your application Getting Started Course Overview Details of the PfMP® Certification process Foundation Concepts Projects, program, and portfolios A portfolio management process Strategy and value The role of the portfolio manager The role of key stakeholders Life cycle management The Portfolio Life Cycle Overview of Life Cycle Portfolio Management Information System (PMIS) Governance within the Portfolio Life Cycle Strategic Management Strategy concepts Supporting documentation and the strategic plan Planning and optimization Organizational risk appetite Managing strategic change Governance Management Overview and Guiding Principles The Concept of Governance Effective Design Factors Governance Roles Capacity and Capability Management Overview and Guiding Principles Capacity Management and Planning Supply and Demand (Management and Optimization) Organization Capabilities (Assessment and Development) Performance Management (Reporting, Analytics, and Balance) Stakeholder Engagement The Importance of Stakeholders Overview and Guiding Principles Definition and Identification Analysis and Planning Communications Approaches and Management Value Management Overview (Guiding Principles, Definition, and Components) Negotiating Expected Value Maximizing Value Assuring Value Realizing Value Measuring and Reporting Value A Look at Tools Risk Management Overview and Guiding Principles Portfolio Risk Planning Portfolio Risk Identification Portfolio Risk Assessment Portfolio Risk Response Examination Content Outline (ECO) Overview Structure Strategic Tasks Mapping Governance Tasks Mapping Performance Tasks Mapping Risk Tasks Mapping Communication Tasks Mapping List of Knowledge and Skills Exam Prep and Practice Overview Documenting experience Submitting the application Preparing to sit for the exam
Microsoft Project Orange Belt® 2016 This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2016, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2016, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop provides the eBook Dynamic Scheduling with Microsoft® Project 2013, and is kept up to date with the framework of knowledge outlined by the Project Management Institute's PMBOK® Guide and the Practice Standard for Scheduling. What you Will Learn You'll learn how to: Understand what's new in Project 2016 Explain where Project 2016 fits in the Microsoft® EPM solution Initialize Project 2016 to start project planning Create a well-formed project schedule Understand task types and the schedule formula Assign resources and costs to tasks Analyze resource utilization and optimize the schedule Set a baseline and track progress Create and manage project reports Customize views and fields Apply Earned Value Management Understand the basics of managing multiple projects Getting Started Introductions Course structure Course goals and objectives Concepts of Project Management Getting Started with Project 2016 Project 2016: What's New and General Overview Setting Up a New Project Schedule (templates, options, save, etc.) Setting the Project Calendar Entering Tasks The planning processes Importing tasks (Word, Excel, SharePoint) Synchronizing with SharePoint Tasks List Creating and managing the WBS (include tasks, manually scheduled tasks, summary tasks, milestones, and custom WBS coding) Entering Estimates Tendencies in estimating The rolling wave approach Entering duration and work estimates Types of tasks Entering Dependencies The principle of dynamic scheduling Choosing the right Type of dependency Entering dependencies in Project 2016 Different applications of dependencies Entering Deadlines, Constraints, and Task Calendars Use of deadlines and constraints Entering deadlines and constraints in Project 2016 Entering Resources and Costs Types of resources Entering resources in Project 2016 Calendars and resources Entering costs in Project 2016 Entering Assignments Assignments in a schedule Assignments and task types Entering assignments in Project 2016 Assignments, budgets, and costs Optimizing the Schedule The critical path method (CPM) and the resource critical path (RCP) Resource leveling Optimizing time, cost, and resources in Project 2016 Updating the Schedule The baseline Updating strategies and situations Prepare the status and forecast report in Project 2016 Reporting Using reports Using Visual Reports Formatting and printing in Project 2016 Customizing fields in Project 2016 Earned Value Management (EVM) Overview of EVM Applying EVM with Project 2016 Evaluating the Project Evaluating the project performance Project benefits and results Templates for future projects Summary and Next steps Tools and checklist Best practices checklist Certification options
Microsoft Project Orange Belt® 2016: In-House Training This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2016, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2016, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop provides the eBook Dynamic Scheduling with Microsoft® Project 2013, and is kept up to date with the framework of knowledge outlined by the Project Management Institute's PMBOK® Guide and the Practice Standard for Scheduling. What you Will Learn You'll learn how to: Understand what's new in Project 2016 Explain where Project 2016 fits in the Microsoft® EPM solution Initialize Project 2016 to start project planning Create a well-formed project schedule Understand task types and the schedule formula Assign resources and costs to tasks Analyze resource utilization and optimize the schedule Set a baseline and track progress Create and manage project reports Customize views and fields Apply Earned Value Management Understand the basics of managing multiple projects Getting Started Introductions Course structure Course goals and objectives Concepts of Project Management Getting Started with Project 2016 Project 2016: What's New and General Overview Setting Up a New Project Schedule (templates, options, save, etc.) Setting the Project Calendar Entering Tasks The planning processes Importing tasks (Word, Excel, SharePoint) Synchronizing with SharePoint Tasks List Creating and managing the WBS (include tasks, manually scheduled tasks, summary tasks, milestones, and custom WBS coding) Entering Estimates Tendencies in estimating The rolling wave approach Entering duration and work estimates Types of tasks Entering Dependencies The principle of dynamic scheduling Choosing the right Type of dependency Entering dependencies in Project 2016 Different applications of dependencies Entering Deadlines, Constraints, and Task Calendars Use of deadlines and constraints Entering deadlines and constraints in Project 2016 Entering Resources and Costs Types of resources Entering resources in Project 2016 Calendars and resources Entering costs in Project 2016 Entering Assignments Assignments in a schedule Assignments and task types Entering assignments in Project 2016 Assignments, budgets, and costs Optimizing the Schedule The critical path method (CPM) and the resource critical path (RCP) Resource leveling Optimizing time, cost, and resources in Project 2016 Updating the Schedule The baseline Updating strategies and situations Prepare the status and forecast report in Project 2016 Reporting Using reports Using Visual Reports Formatting and printing in Project 2016 Customizing fields in Project 2016 Earned Value Management (EVM) Overview of EVM Applying EVM with Project 2016 Evaluating the Project Evaluating the project performance Project benefits and results Templates for future projects Summary and Next steps Tools and checklist Best practices checklist Certification options
PfMP® Exam Prep: In-House Training This is an intensive PfMP® Exam preparation course. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. First and foremost, this is an intensive PfMP® exam preparation course. Over the course, we go beyond exam prep to provide selected practice in applying key portfolio management skills, tools, and techniques. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. The journey zooms in and out between governance context and specific operational activities. The ultimate goal is practical application, with the bonus of certification along the way. What You Will Learn By the end of this program, you will be able to: Align and manage the portfolio, strategically, to satisfy organizational objectives and priorities, through benefit realization Articulate and emulate the role of a portfolio manager Apply the principles and skills of a portfolio manager to your real-world environment Study and prepare for the PfMP® Examination Apply for the certification, per the PMI PfMP Handbook and pass the initial panel review on your application Getting Started Course Overview Details of the PfMP® Certification process Foundation Concepts Projects, program, and portfolios A portfolio management process Strategy and value The role of the portfolio manager The role of key stakeholders Life cycle management The Portfolio Life Cycle Overview of Life Cycle Portfolio Management Information System (PMIS) Governance within the Portfolio Life Cycle Strategic Management Strategy concepts Supporting documentation and the strategic plan Planning and optimization Organizational risk appetite Managing strategic change Governance Management Overview and Guiding Principles The Concept of Governance Effective Design Factors Governance Roles Capacity and Capability Management Overview and Guiding Principles Capacity Management and Planning Supply and Demand (Management and Optimization) Organization Capabilities (Assessment and Development) Performance Management (Reporting, Analytics, and Balance) Stakeholder Engagement The Importance of Stakeholders Overview and Guiding Principles Definition and Identification Analysis and Planning Communications Approaches and Management Value Management Overview (Guiding Principles, Definition, and Components) Negotiating Expected Value Maximizing Value Assuring Value Realizing Value Measuring and Reporting Value A Look at Tools Risk Management Overview and Guiding Principles Portfolio Risk Planning Portfolio Risk Identification Portfolio Risk Assessment Portfolio Risk Response Examination Content Outline (ECO) Overview Structure Strategic Tasks Mapping Governance Tasks Mapping Performance Tasks Mapping Risk Tasks Mapping Communication Tasks Mapping List of Knowledge and Skills Exam Prep and Practice Overview Documenting experience Submitting the application Preparing to sit for the exam
Microsoft Project Orange Belt® 2013 This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2013, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop gives participants a full insight into creating effective schedules using Microsoft® Project 2013, allowing you to estimate, coordinate, budget, staff, and control projects and support other users. This workshop provides the eBook Dynamic Scheduling with Microsoft® Project 2013, and is kept up to date with the framework of knowledge outlined by the Project Management Institute's PMBOK® Guide and the Practice Standard for Scheduling. What you Will Learn You'll learn how to: Understand what's new in Project 2013 Explain where Project 2013 fits in the Microsoft® EPM solution Initialize Project 2013 to start project planning Create a well-formed project schedule Understand task types and the schedule formula Assign resources and costs to tasks Analyze resource utilization and optimize the schedule Set a baseline and track progress Create and manage project reports Customize views and fields Apply Earned Value Management Understand the basics of managing multiple projects Getting Started Introductions Course structure Course goals and objectives Enterprise Project Management Concepts and Framework Getting Started with Project 2013 Project 2013: What's New and General Overview Setting Up a New Project Schedule (templates, options, save, etc.) Setting the Project Calendar Entering Tasks The Planning Processes Importing Tasks (Word, Excel, SharePoint) Synchronizing with SharePoint Tasks List Creating and managing the WBS (include tasks, manually scheduled tasks, summary tasks and milestones, as well as custom WBS coding) Entering Estimates Tendencies in Estimating The Rolling Wave Approach Entering Duration and Work Estimates Types of Tasks Entering Dependencies The Principle of Dynamic Scheduling Choosing the Right Type of Dependency Entering Dependencies in Project 2013 Different Applications of Dependencies Entering Deadlines, Constraints, and Task Calendars Use of Deadlines and Constraints Entering Deadlines and Constraints in Project 2013 Entering Resources and Costs Types of Resources Entering Resources in Project 2013 Calendars and Resources Entering Costs in Project 2013 Entering Assignments Assignments in a Schedule Assignments and Task Types Entering Assignments in Project 2013 Assignments, Budgets, and Costs Optimizing the Schedule The Critical Path Method and the Resource Critical Path Resource Leveling Optimizing Time, Cost, and Resources in Project 2013 Updating the Schedule The Baseline Updating Strategies and Situations Prepare the Status and Forecast Report in Project 2013 Reporting Using Reports Using Visual Reports Formatting and Printing in Project 2013 Customizing Fields in Project 2013 Earned Value Management (EVM) Overview of EVM Applying EVM with Project 2013 Evaluating the Project Evaluating the Project Performance Project Benefits and Results Templates for Future Projects Summary Tools and Checklist Best Practices Checklist Consolidated Schedules Creating Consolidated Schedules Using a Resource Pool Links across Projects Solving common problems Analyzing the Critical Path across Projects