The goal of the course is to provide teams with:
- Tools and techniques to establish and maintain a portfolio of multiple projects and programs in your organization.
- Tools and techniques that can be used to manage a personal project where you are the project manager, team member or stakeholder.
- Key concepts and terms used in a project-centric organization.
The PMI Authorized Training Partner logo is a registered mark of the Project Management Institute, Inc.
This course can be applied to the following certificates:
Project Management – Advanced Certificate
Project Management Certificate
Benefits and Learning Outcomes
- You will learn to:
- Establish a common process for creating an organizational or personal project workload (a.k.a. managing multiple projects, portfolio or funnel).
- Develop a common approach to the prioritizing projects, whether personal, volunteer, family or work.
- Communicate key concepts and terms used in a project management-centric organization.
- Discuss and analyze different portfolio/project management models.
- Develop a process for implementing strategies in your projects.
- Develop and manage your personal project workload/portfolio.
- Create a process for managing projects consistently.
Course Outline/Topics
Using Portfolio Strategies
- Introduction to Managing Multiple Projects
- Overview of Portfolio, Program, Project. Workload Management Techniques
- Taking an Enterprise – Aligning with the Business
- The Enterprise Portfolio – Taking the Strategic View
- My Personal Portfolio – Taking the Personal View
- The Team’s Portfolio – Taking the Team-centric View
- Getting Started – Setting the Stage for Success
Building Your View of the Work – It Matters
- Conduct Current State Assessment – What is going on now? What is in the funnel now? Even if it is just for your workload.
- Creating and maintaining a Project Inventory – Adapting the Product Backlog Approach.
- Categorizing Projects – What needs to happen and for who?
- Prioritizing Projects – What needs to happen and when?
- Current State Assessment.
Wrangling the Work – Managing the Resource/Talent Demand
- Develop a Resource Management Strategy, Process or Framework.
- Assess Roles, Responsibilities, Workload, Availability, Capacity.
- Determine What to Measure and Why It Matters – What do you need to know, what is the impact of the current state, then Get It Done.
Building and Updating the Project GPS – Stoplights and Master Schedules
- Using Master Schedules
- Using Stoplights
- Using Dashboards, Big Visible Boards, Task Boards
- Keeping It Real, the workload always changes (Reshaping Your Portfolio)
Prerequisites
Project Management Foundations or equivalent experience.
Instructor
Sandra Hoskins, ISP, ITCP, PMP, CSM
As a speaker, mentor, educator, consultant, author and project manager, Sandra Hoskins is committed to working with people who want to create excellence in their life, whether at work, home, play or in their community. Sandra’s passions are project management… read more