The Project Management Odyssey Project Management is composed of many elements. So many, in fact, that it is hard at times to get the big picture. There are more than 100,000 books on Amazon under Project Management. There are three main certification bodies and the latest version of the US standard, PMI's PMBOK® Guide is composed of 5 process groups, 10 knowledge areas and 47 steps. The complexity needs to be simplified. For this presentation, we have gone back to one of the original stories by Homer - the Odyssey. Odysseus and his men were tired after 10 years of fighting and looking forward the journey home. This idea of a journey is at the heart of each and every project. A journey to somewhere else, another place. A beginning, a middle, and an end. We will use this journey to illustrate the correct way to approach any project. In doing so we hope to assist you in retaining the key ingredients for doing projects better in your equally challenging environment. This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies.
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?
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?
Course Overview The ISO 21502 Project Manager Course is designed to provide comprehensive training on the principles and practices of project management as outlined in the ISO 21502:2020 standard. This course aims to equip participants with the knowledge and skills necessary to manage projects effectively, ensuring they meet their objectives, stay within budget, and are completed on time. Through a combination of theoretical instruction and practical exercises, attendees will gain a deep understanding of the methodologies and techniques essential for successful project management. Target Audience Project Managers Program Managers Project Coordinators Project Analysts Team Leaders Professionals aspiring to become Project Managers Individuals involved in project planning and execution Stakeholders interested in understanding ISO 21502:2020 standards Reference Standards ISO 21502:2020: Project, Programme and Portfolio Management – Guidance on Project Management ISO 21500: Guidance on Project Management PMI PMBOK Guide PRINCE2 Methodology Objectives To understand the principles and requirements of the ISO 21502:2020 standard. To learn how to apply the ISO 21502:2020 standard to real-world project management scenarios. To develop skills in planning, executing, and closing projects efficiently. To gain insights into effective risk management, resource allocation, and stakeholder communication. To enhance the ability to manage project constraints such as time, cost, and scope. To prepare for potential certification as a Project Manager under ISO 21502:2020 guidelines. Learning Outcomes Upon completion of this course, participants will be able to: Explain the key concepts and principles of ISO 21502:2020. Implement ISO 21502:2020 guidelines in managing projects of varying complexity. Develop comprehensive project plans that align with ISO 21502:2020 standards. Execute project tasks efficiently while adhering to defined processes and procedures. Monitor and control project progress, ensuring compliance with ISO 21502:2020. Identify and mitigate project risks effectively. Communicate project status and issues to stakeholders clearly and effectively. Conduct project reviews and post-project evaluations to promote continuous improvement. Course Content Module 1: Introduction to ISO 21502:2020 Overview of ISO 21502:2020 Importance of standardized project management Comparison with other project management standards Module 2: Project Management Fundamentals Key concepts and terminology Project lifecycle phases Project management processes Module 3: Planning a Project Developing project objectives and scope Work breakdown structure (WBS) Resource allocation and budgeting Schedule development and management Module 4: Executing a Project Team management and leadership Communication planning Quality assurance and control Procurement management Module 5: Monitoring and Controlling a Project Performance measurement techniques Risk identification and mitigation Change management Reporting and documentation Module 6: Project Closure Closing processes and deliverables Post-project evaluation and lessons learned Documentation and archival Module 7: Practical Application Case studies and real-world scenarios Group exercises and role-playing Project management software tools Module 8: Certification Preparation Overview of certification process Exam preparation tips and techniques Practice exams and feedback
Managing Complex Projects 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
Better Business Cases™ Foundation and Practitioner: In-House Training Using this best-practice approach will allow organizations to reduce unnecessary spending and improve the decision-making process which gives you a greater chance of securing necessary funding and support for initiatives. The goal of the combined foundation and practitioner course is to develop a candidate's ability to deliver a comprehensive business case through encouraging expanded knowledge to guide the practical application of theoretical foundations. Upon the completion of this course, a candidate will be able to start applying the model to a real business case development project. The outline presented in the course overview will be addressed in the first 2 days, with the Foundation exam conducted on the morning of Day 3. Then the topics will be revisited at a deeper level, for 2 more days, with the Practitioner exam conducted on the afternoon of Day 5. What you will Learn At the end of this program, you will be able to: Develop the lifecycle of a business case and establish the relationships between the five cases Apply the steps in the business case development framework, in order to support the production of a business case, using the Five Case Model, for a given scenario. Overview of Better Business Cases Alignment with the strategic planning process Importance of the Business Case using the Five Case Model Overview of the Five Case Model Purpose of the key stages in the development of a spending proposal Purpose of a Business Justification Case Business Case Development Process Purpose of project / programme assurance and assurance reviews Responsibility for producing the Business Case Determining the Strategic Context and Undertaking the Strategic Assessment Scoping the Scheme and Preparing the Strategic Outline Case Planning the Scheme and Preparing the Outline Business Case Procuring the Solution and Preparing the Full Business Case Implementation and monitoring Evaluation and feedback Making the Case for Change Agree on the strategic context Determine spending objectives, existing arrangements, and business needs Determine potential business scope and key service requirements Determine benefits, risks, constraints, and dependencies Exploring the Preferred Way Forward Agree on critical success factors Determine long list options and SWOT analysis Recommend a preferred way forward Determining Potential Value for Money Revisit the short list Prepare the economic appraisal for short-listed options Undertake benefits appraisal Undertake risk appraisal Select preferred option and undertake sensitivity analysis Preparing for the Potential Deal Determine the procurement strategy Determine service streams and required outputs Outline potential risk apportionment Outline potential payment mechanisms Ascertain contractual issues and accountancy treatment Ascertaining Affordability and Funding Requirement Prepare the financial model Prepare the financial appraisals Planning for Successful Delivery Plan programme / project management Plan change and contract management Plan benefits realization Plan risk management Plan programme / project assurance and post-project evaluation Procuring the Value for Money Solution Revisit the case for change Revisit the OBC options Detail procurement process and evaluation of best and final offers (BAFOs) Contracting for the Deal Set out the negotiated deal and contractual arrangements Set out the financial implications of the deal Ensuring Successful Delivery Finalize project management arrangements and plans Finalize change management arrangements and plans Finalize benefits realization arrangements and plans Finalize risk management arrangements and plans Finalize contract management arrangements and plans Finalize post-project evaluation arrangements and plans
Portfolio Management for Stakeholders: In-House Training 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 Estimating and Scheduling: In-House Training 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
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 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