Project Portfolio Coaching

Are you trying to “do more with less”? Are you a manager with way too much to do? A project manager trying to manage too many projects? A Scrum Master trying to coach/lead/whatever more than one Scrum team? A developer or a tester trying to time-slice your way through more than one project? A PMO trying to understand the basics of project portfolio management?

You know you're not accomplishing what you need to do. You're falling faster behind. You have to change something.

You need to manage your project portfolio.

If you want to stop going in circles, get a handle on your todos, find a way to get some structure,  it's time to try guided learning and coaching, with support.

I'll teach you how to apply project portfolio management, including how to apply ideas from agile and kanban to your work. You'll learn:

  • How to collect all of your work
  • How to see your work
  • How to make progress
  • How to recognize the traps that prevent you from making progress on your projects
  • Lots of tips so you can apply project portfolio management to your work starting from week 1

You'll finish your month with a working project portfolio and the tools to maintain it. After this month with your peer group and me, you'll know the criteria for an electronic tool and if you want to use an electronic tool for your project portfolio.

You'll track your progress and, if you're part of the leadership team, check in with your peer group. You'll have the support to know if you're on the right track. You will know that you are not alone.

By the end of the month, you'll know how to:

  • Say no to more work in a way that is politically correct at work
  • Slot work into your project portfolio
  • Work on the most valuable work
  • Make room for work that appears out of nowhere in your week, because emergencies have a way of arising
  • Break your work into small-enough chunks or tasks so you have a chance of “getting it all done”
  • Realize what you can and cannot do in a week
  • Know what your personal traps are for managing your project portfolio
  • and much much more

This is the outline of the four-week program:

When What we'll do
Before our first meeting I'll send you pre-work to fill out and you send it back.
Week 1 Learn the basics of project portfolio management, enough to get started. Take away some action items.
Week 2 Report  on your action items and what you learned. Share some coaching and develop new action items. We'll learn about decision-making for your portfolio. Saying No. Some possible actions are to track your time, to journal, to try something new
Week 3 Report on what you've learned. Learn about work that does not move and work that does move across your portfolio. What can you do in a week? Are you killing projects? How about committing to projects? We'll discuss traps. More actions.
Week 4 Learn about common traps. Final action items and debrief.

You'll receive a workbook for our work and a discount coupon for Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects from the Pragmatic Bookshelf.

Leadership Team Coaching

As a team, you will work as a peer group, and participate as a team. You have the option to add individual one-on-one coaching from me, in addition to the team coaching. Why would you do this?

Your organization has some systemic issues, which is creating the need for multitasking. These issues will become clear in our coaching. How they affect you, in your part of the organization might not become clear until you start to work on your issues.

Each person can register for $1800. No more than nine people please. When you register, we'll agree on the mutually agreeable dates and times of the coaching. You'll tell me who will be there.

Add more people


Individual Coaching for Your Project Portfolio

Maybe you're not part of a leadership team and you have project portfolio problems. No worries! As an individual, you can buy four hours of personalized project portfolio coaching from me, for only $1980. That's one-on-one coaching for an hour for four weeks. We'll address your specific issues, one-on-one.


Want to add individual coaching for other issues?

Sometimes, you realize it's not just the project portfolio that's the problem. It's the symptom of a larger problem. You can manage the project portfolio and you will still have problems. Since you've bought this coaching, I'm happy to address your other problems with you, one-on-one. Go to Book a Meeting With Me and we can talk.