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Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects Workshop

 

Workshop Objective: After this interactive and experiential workshop, you will be able to develop and maintain a project portfolio as a leader in the organization—for your own work, for the work of your group, and/or for the organization as a whole. This workshop is based on my book, Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects.

Workshop Overview: This interactive and experiential workshop teaches you what a project portfolio is, how to develop and maintain it. You will learn about agile and lean approaches to the project portfolio and how that affects your project management. We’ll discuss how to create a portfolio at any level of the organization, how to evaluate your projects, and several ways of ranking the project portfolio. The hard part of project portfolio management is coming to agreement and staying there, so we’ll address how to collaborate on the portfolio and how to say no.

Once you have a portfolio, you’ll need to iterate, make other decisions and evolve the portfolio. We’ll discuss what you need to measure to make effective decisions. We will spend time on how to start and maintain the project portfolio effort. Each of these sections has activities built in, so you have a chance to practice as you proceed.

 

Target Audience: Leadership teams, PMO, Program Managers, Project Managers, Functional Managers (any technical function), Technical leads.

Prerequisites: One year in a leadership role, either technical or managerial.

Workshop Duration: 2 days. Optional: We can work together in advance to collect the work and then use the workshop to produce a workable project portfolio. Or, we can use the workshop as a teaching mechanism so you can create your own portfolio. I'm open to either idea.

Workshop Outline

1. Introduction
2. Meet Your Project Portfolio
   1. Why you need to care about the project portfolio
   2. How lean and agile help
   3. Know your influence level
3. Create Your First Draft Portfolio
1. Collect all the work
2. Programs and Projects
4. Evaluate Your Projects
1. Should we do this project all
2. How to commit/kill/transform
5. Rank the Portfolio
1. Select a ranking approach: points, risk, waste, marketplace, others
2. How ROI does not work
6. Collaborate on the Portfolio
1. Build trust
2. Saying No
3. Barriers to collaboration
7. Iterate on the Portfolio
1. Decide how to iteration
2. Defend the portfolio
8. Make Portfolio Decisions
1. Parking lot
2. Portfolio evaluation meeting
9. Evolve Your Portfolio
1. Deciding what to stabilize
10. Measure the Essentials
1. Project/Program Measures
2. Project Portfolio Measures
11. Define Your Mission
12. How to start
13. Summary and feedback

Contact me for the extended description or to book this workshop.

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