Lay the Foundations for Project Portfolio Management

Struggling to get a grip on projects within your organization? Start here!

Onsite Workshop

This workshop will help you:

  • Stop struggling with solutions that are too advanced.
  • Stop throwing away money and time on the selection and implementation of a robust project management software when, all too often, organizations fail to successfully adopt the commercial tool.
  • Stop reverting to ad hoc project management practices
  • Stop getting overwhelmed with too many projects that are requested, started, and never done.

This workshop will help you:

  • Get a clear picture of project capacity.
  • Build a portfolio book of record.
  • Effectively prioritize projects.
  • Determine necessary project-reporting metrics.
  • Create a work structure breakdown.
  • Document your project change request process.
  • Communicate anticipated changes with project stakeholders.

Module 1: Project Portfolio Management

The Purpose

  • Establish the current state of the portfolio.
  • Organize the portfolio requirements.
  • Determine how projects are prioritized.

Key Benefits Achieved

  • Understand project capacity supply-demand.
  • Build a portfolio book of record.
  • Create a project value scorecard.

Activities: Outputs:
1.1 Conduct capacity supply-demand estimation.
  • Clear project capacity
1.2 Determine requirements for portfolio book of record.
  • Draft portfolio book of record
1.3 Develop project value criteria.
  • Project value scorecard

Module 2: Project Management

The Purpose

  • Feed the portfolio with the project status.
  • Plan the project work with a sustainable level of granularity.
  • Manage the project as conditions change.

Key Benefits Achieved

  • Develop a process to inform the portfolio of the project status.
  • Create a plan that can be maintained throughout the project lifecycle and manage the scope through a change request process.

Activities: Outputs:
2.1 Determine necessary reporting metrics.
  • Feed the portfolio with the project status
2.2 Create a work structure breakdown.
  • Plan the project work with a sustainable level of granularity
2.3 Document your project change request process.
  • Manage the project as conditions change

Module 3: Organizational Change Management

The Purpose

  • Discuss change accountability.
  • Complete a change impact assessment.
  • Create a communication plan for stakeholders.

Key Benefits Achieved

  • Complete a change impact assessment.
  • Identify the obvious and non-obvious stakeholders and develop a message canvas accordingly.

Activities: Outputs:
3.1 Discuss change accountability.
  • Assign accountability for the change
3.2 Complete a change impact assessment.
  • Assess the change impact
3.3 Create a communication plan for stakeholders.
  • Communicate the change

Module 4: Develop an Action Plan

The Purpose

  • Summarize current state.
  • Determine target state.
  • Create a roadmap.

Key Benefits Achieved

  • Develop a roadmap for how to move from the current state to the target state.

Activities: Outputs:
4.1 Summarize current state and target state.
  • Stakeholder Communication Deck
4.2 Create a roadmap.
  • MS Project Wireframe

Workshop icon 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.

Book a Workshop View Blueprint
GET HELP Contact Us
×
VL Methodology