Get Started With IT Project Portfolio Management
Projects, portfolio, and OCM are the foundation of strong PPM.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.This workshop will help you: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.
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.
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. |
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| 1.2 | Determine requirements for portfolio book of record. |
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| 1.3 | Develop project value criteria. |
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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. |
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| 2.2 | Create a work structure breakdown. |
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| 2.3 | Document your project change request process. |
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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. |
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| 3.2 | Complete a change impact assessment. |
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| 3.3 | Create a communication plan for stakeholders. |
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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. |
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| 4.2 | Create a roadmap. |
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