Advanced Techniques for Managing Multiple Projects
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
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
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.
Testimonials
"Program content was beyond my expectations! I liked the examples provided – real-time, real projects. Very relatable to my projects." — Carol Schmidt, ATI Forged Products
"The class size allows you to interact more with the other students and instructor. The facility is wonderful and everyone is very friendly. I thoroughly enjoyed it." — Debra Mankowski, Wisconsin Reinsurance Corp.
Date: Tue-Wed, Jun 17-18 and 24-25, 2025
Delivery Method: Live Online
Time: 8:00am-12:00pm CT
Platform: Canvas
Instructor: Sandra Hoskins, ISP, ITCP, PMP, CSM
Fee:
$845 by June 3, 2025
$895 after June 3, 2025
CEUs: 1.4, PDUs: 14.0
Enrollment Limit: 20
Program Number: 5025-16361
Note: Participants will receive instructions for logging into Canvas to access course materials and Zoom links approximately one week prior to the course start date.
Full payment or arrangement for payment (i.e. purchase order or payment plan) must be made before the first day of class.
Registration Deadline: June 17, 2025