Identify key process and communication issues as described by stakeholders.
Learn how to simplify the process of tracking portfolio progress.
Understand how to best communicate the need for policy and process changes.
Key Benefits Achieved
Demonstrate any needed changes based on input from stakeholders.
Assign and refine the portfolio tracking process to ensure visibility.
Prepare stakeholders for the process and policy changes resulting from the workshop.
Detailed interview findings
Measure and Track the Portfolio
Policy and Procedure for reporting
Communicate to Stakeholders
Stakeholder Communication Plan
Module 5: Review SOP and Debrief
Understand the outcomes of the workshop.
Understand the remaining requirements requiring follow-up.
Key Benefits Achieved
Communicate the findings and decisions from the workshop to key stakeholders.
Forecast the remaining follow-up items and schedule key touch points for monitoring the success of the program.
Review Final SOP
Conduct Workshop Debrief
List of outstanding requirements
Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
A leading University making the transition toward becoming a Research Institution had a consistent record of growth which created a supply and demand imbalance between their resources and outputs. This imbalance was exacerbated by flat budgets for IT, which were expected to continue for the foreseeable future. IT needed to take a new approach to mitigate these issues.
Fueled by growth, IT faced some large strategic issues and did not have the time to spend on operational initiatives. The organization needed to build a process that looked at the overall portfolio that took both strategic and operational projects into account.
The IT spending of a medium-sized credit union with 20 IT staff was inversely proportional to the strategic priorities of the company at large. Aligning spending with strategic goals, and getting the right IT skills and change and project management processes to deliver on alignment, was required to mitigate the pain. The credit union engaged Info-Tech to help them reprioritize its IT project portfolio and assess the supporting processes and skills required as a starting point to better business alignment.
The Board of Directors and Chief Curator at a well-respected museum on the US east coast saw the need for IT to develop better Project oversight. As each new museum exhibit involved some IT capability, IT had to better manage its resources to supply both new (even last-minute) functionality as well as make progress against legacy maintenance issues.
A new PMO director was hired just two weeks before Info-Tech arrived on-site, the workshop being timed to help the new PMO director launch the PPM function. In just one week, Info-Tech helped the museum move its IT PPM process and tool creation forward a “light year.”