PORTFOLIO MANAGEMENT TRAINING

PORTFOLIO MANAGEMENT TRAINING

OBJECTIVE To qualify students in the portfolio management, one of the main strategic alignment tools between the project management and the organizational strategy. TRAINING CONTENT At the end of the course the student will be able to: Distinguish projects, programs and portfolios Select the appropriate criteria to be used based on a specific strategic direction Translate strategic business objectives into selection criteria Decompose a high level strategic guidance on the direct, tangible and measurable criteria Understand and distinguish the quantitative, qualitative and strategic criteria Associate the strategic initiatives to structured projects Use the Analytical Hierarchy Process (AHP) as a comparative mathematical basis for projects and criteria prioritization View the result of a specific strategy reflected in the selected projects portfolio Obtain the right information for the potential projects analysis Balance the project portfolio considering the existing resources and investments constraints Monitor the portfolio and manage the changes Macrosolutions SA. Todos direitos reservados. 2/12

FACT SHEET DESCRIPTION COURSE DURATION 16 Hours. NUMBER OF PARTICIPANTS Minimum 20 students per class. Course number of hours. The number of days depends on the daily number of hours dedicated in each course. The minimum number of students suggested to ensure the training economic viability. TARGET AUDIENCE Executives, Strategic Planning Teams, Investment Planning, Teams, Project Managers and others involved in the investments / projects portfolio selection. REQUIREMENTS Desirable project management knowledge. LANGUAGE(S) Portuguese and English. The language in which the training is ministered. LOCAL Provided by the contractor. Worldwide attendance. CLOSED CLASSES (IN COMPANY)? Yes. OPEN CLASSES? No. Closed classes are hired by a particular organization or group. In this case all the participants are selected/ chosen by the contracting organization. Open classes offer public access in which the registration is done by each participant, individually. CERTIFICATION AND PDU All training participants will receive a participation certificate with 16 PMI s PDUs. (PMI R.E.P. activity number: Macro011) Professional Development Units are the measuring units issued by the Project Management Institute for the credential holders. With these units the credential holders can maintain their certifications. Macrosolutions SA. Todos direitos reservados. 3/12

STANDARDS AND METHODOLOGIES Project management standards and methodologies discussed and addressed in the training. Project Management Institute (PMI) PMBOK Guide PMI Practice Standard for Estimating PMI Practice Standard for Earned Value Management UK Office of Government Commerce (OGC) PRINCE2 (Projects in Controlled Environments) MSP (Managing Successful Programmes) M_O_R (Management of Risks) PMI Practice Standard for Configuration Management P3M3 (Portfolio, Programme, and Project Management Maturity Model) PMI Practice Standard for Risk Management PMI Practice Standard for Work Breakdown Structure PMI Practice Standard for Scheduling P3O (Portfolio, Programme and Project Offices) MoP (Management of Portfolios) MoV (Management of Value) PMI Standard for Portfolio Management PMI Standard for Program Management PMI Project Manager Development Competency Framework Organizational Project Management Maturity Model (OPM3 ) Scrum Alliance Scrum Methodology International Project Management Association (IPMA) ICB IPMA Competence Baseline Macrosolutions SA. Todos direitos reservados. 4/12

BASIC PROGRAM [ COURSE OPENING [ THE CONTEXT OF PORTFOLIO MANAGEMENT The definition of portfolio management Portfolio objectives The benefits of having a portfolio focus The context of porffolio management in the project management The differences between portfolio management and the traditional managemnt Portfolio management is not multiple project management Portfolio management and the PMO Macrosolutions SA. Todos direitos reservados. 5/12

BASIC PROGRAM [ PROJECT PORTFOLIO METRICS AND PERFORMANCE INDICATORS The desired portfolio profile Associating the return of investment with the management costs The project categories and their aligment to the strategic objectives of the corporation The most important metrics in the portfolio (Balanced Scorecard) [ BALANCED SCORECARD IN THE PORTFOLIO MANAGEMENT BSC and the performance evaluation of the portfolio Ibbs Study Berkerley connecting reliability with maturity and the application of a Project Maturity Model (OPM3) in projects Balanced Scorecard for the portfolio Different BSC s that can be applied to projects [ PROJECT SELECTION IN PORTFOLIOS The main project selection criteria and the development of project portfolios Qualitative criteria and the selection of projects for the portfolio Quantitative criteria and the selection of projects for the portfolio Portfolio project priorization techniques [ RISK ASSESSMENT IN PORTFOLIOS Risk management tools used to select projects and assess the performance of the portfolio The use of decision trees to determine the project with the best return for the portfolio Using Monte Carlo simulation to verify the compliance of the portfolio budget Comparing different portfolios using simulation technique [ IMPLEMENTING A PROJECT PORTFOLIO Implementation phases Converting projects to be part of a portfolio Risks associated with implementing a project portfolio [ COURSE CLOSE-OUT Macrosolutions SA. Todos direitos reservados. 6/12

PMRANK LITE DYNAMIC Reduced version of the PMRank portfolio management workshop that is used during the trainings courses. It takes about 2 hours long. It presents a practical, direct and iterative way for the main factors involved in the transformation of strategic interests into aligned projects. Discusses aspects directly related to the strategic initiatives prioritization, the establishment of the selection criteria and the application of these criteria in a number of potential projects. Macrosolutions SA. Todos direitos reservados. 7/12

VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE CUSTOMER RELATIONSHIP INTERNATIONALIZATION OPERATIONAL EXCELLENCE IMPROVE CUSTOMER SERVICE REDUCE CUSTOMER COMPLAINTS INCREASE REVENUE WITH THE RIGHT MIX OF PRODUCTS DEVELOP HUMAN RESOURCES BE A LEADER IN THE DOMESTIC MARKET DEVELOP INTERNATIONAL MARKETS MONITOR CUSTOMERS' NEEDS IN OTHER COUNTRIES IMPROVE FINANCIAL RETURNS INCREASE PROJECTS RESULTS REDUCE OPERATING LOSS STRENGTHEN INTERNAL COMMUNICATION BETWEEN AREAS INCREASE INTERNATIONAL MARKET SHARE REDUCE LOST-TIME ACCIDENTS CONTROL MAINTENANCE COSTS REDUCE PRODUCTION COSTS DEVELOP INFORMATION MANAGEMENT SYSTEMS OPTIMIZE THE PRODUCT MIX REDUCE MACHINERY PROGRAMMING TIME [ TRAINING PMRANK LITE DYNAMIC CURRENT PROJECTS POTENTIAL PROJECTS COMPLAINTS COUNTRIES CORPORATE INFORMATION + FINANCE MARKET INTERNAL PROCESSES LEARNING AND GROWTH STRATEGIC MAP VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE STRATEGIC INCREASE INTERNATIONAL MARKET SHARE MAP FINANCE MARKET INTERNAL PROCESSES LEARNING AND GROWTH STRATEGIC MAP CUSTOMER RELATIONSHIP INTERNATIONALIZATION OPERATIONAL EXCELLENCE IMPROVE CUSTOMER SERVICE REDUCE CUSTOMER INCREASE REVENUE WITH THE RIGHT MIX OF PRODUCTS DEVELOP HUMAN RESOURCES BE A LEADER IN THE DOMESTIC MARKET DEVELOP INTERNATIONAL MARKETS MONITOR CUSTOMERS' NEEDS IN OTHER IMPROVE FINANCIAL RETURNS INCREASE PROJECTS RESULTS REDUCE OPERATING LOSS STRENGTHEN INTERNAL COMMUNICATION BETWEEN AREAS REDUCE LOST-TIME ACCIDENTS CONTROL MAINTENANCE COSTS REDUCE PRODUCTION COSTS DEVELOP INFORMATION MANAGEMENT SYSTEMS OPTIMIZE THE PRODUCT MIX REDUCE MACHINERY PROGRAMMING TIME 1 2 3 EVALUATION PRIORITIZATION BALANCING CRITERION A CRITERION C CRITERION F PRIORITIZED CRITERIA CRITERIA DEFINITION AND PRIORITIZATION CRITERION A CRITERION D CRITERION E CRITERION B CRITERION C CRITERION F CRITERION G CRITERION G POSTPONED OR CANCELED Features 1- Shows a fictitious company that NEEDS TO CHOOSE AN APPROPRIATE SET OF PROJECTS within an environment of limited resources. 2- Discusses the DIRECT RELATIONSHIP between the strategic direction and criteria. 3- Apply the criteria in a practical way on a set of candidate projects to determine THE MOST RELEVANT PROJECTS FOR THE STRATEGIC DIRECTION. Macrosolutions SA. Todos direitos reservados. 8/12

ADDITIONAL DYNAMICS As part of our methodology, in this course the following dynamics will be used: [ CASE STUDIES Ricardo Vargas and the Macrosolutions team have selected a relevant set of case studies and exercises that allow the participants to associate real and fictional cases the to daily work. All case studies are appropriate to the nature of the client and the training audience. [ VIDEOS SELECTION In order to facilitate the student learning, videos that cover various parts of movies, commercials, home videos, etc. are used in the classroom environment to fix concepts and associate technical issues with the reality of work and also to introduce new concepts. They are short videos with direct focus on specific topics, tools and cases. [ GROUP WORK Several studies and exercises will be proposed by the instructor in order to present a particular topic or discuss a particular approach to project management. Throughout the training the teamwork will be encouraged and strengthened as a mean for the group to learn. [ SIMULATORS To discuss some mathematical and statistical approaches, the instructor will perform specific mathematical simulations to estimate the expected results for the risks, schedules, costs, among others. They are computational methods that use mathematical concepts, operational research and statistics as a conceptual basis. Macrosolutions SA. Todos direitos reservados. 9/12

EXCLUSIVE STUDENT ACCESS AREA Student Area s on the website macrosolutions.com.br In addition to the exclusive printed material, all participants will have access to the courseware s electronic version, to the files of exercises and to the work done in the classroom. The access is given through the restricted site that is available and prepared by the Macrosolutions team considering each course that we provide. This initiative is a pioneer in the educational market and also anticipates trends related to the documents electronic management Macrosolutions SA. Todos direitos reservados. 10/12

REQUIRED EQUIPMENT The equipment required for the proper realization of the course is: [ HIGH RESOLUTION PROJECTOR (1024X768) [ SOUND SYSTEM FOR VIDEO DISPLAY [ INTERNET ACCESS [ VARIABLE ILLUMINATION INSIDE THE CLASSROOM [ 01 TABLE FOR EACH GROUP OF FIVE STUDENTS [ 01 FLIP CHART FOR EACH GROUP OF FIVE STUDENTS Macrosolutions SA. Todos direitos reservados. 11/12

FURTHER INFORMATION For further information about this course, please contact: Phone: +55 31 3024-3003 Fax: +55 31 3024-3005 email: info@macrosolutions.com.br Macrosolutions SA. Todos direitos reservados. 12/12