Get Started With IT Project Portfolio Management
Projects, portfolio, and OCM are the foundation of strong PPM.
Book This 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.
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 NowModule 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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