Program Management Curriculum Hero Image

PMO Program and Portfolio Workshop

Available Modalities:

  • e-Training
  • Public Classroom
  • On Site
  • Virtual Classroom
Delivery Method PDU Total Technical PMP/PgMp Leadership Strategy PMI RMP PMI SP PMI ACP PfMP PMI PBA
Instructor-Led Training 21 0 0 0 0 0 0 0 0
Delivery Method Instructor-Led Training
PDU Total 21
Technical PMP/PgMp 0
Leadership 0
Strategy 0
PfMP 0
  • PDUs: 21
  • CPEs: 25.0

Organizations striving to be number one in their space recognize the need to pivot to the shifting currents and trends in their industries.  Increasingly, modern organizations need to be more Lean, Agile, and adaptable to stay relevant and stay ahead of the competition.  This requires an adaptable mindset and a set of practices across the entire spectrum of an organization’s capabilities.  In particular, the planning and decision making capabilities of an organization need to become as adaptable as their ability to produce and deliver.  Getting all of these elements to work together seamlessly and sustainably takes more than education; it takes leadership, initiative, commitment and a plan.   

The PMO Program and Portfolio Workshop transfers what you have learned about Lean, Agile, and Project Management and applies a proven Strategy Execution technique to build an adoption plan for this exciting technique.  Whether participants are planning to use Lean and Agile PMO Program and Portfolio management for a mission-critical project, seeking recovery for a troubled project or orchestrating a complex problem, the resultant adoption plan acts as a road map that provides greater agility, flexibility, and value delivery for their organization.  

The three day Workshop is an intensive and highly-facilitated planning session using a wall-based methodology. The workshop is led by a StratEx expert facilitator and equips participants with the skills and techniques needed to craft an accurate, measurable, valuable and relevant plan for any PMO Program and Portfolio implementation initiative.

  • Identify and define project objectives and project parameters
  • Document team roles & responsibilities
  • Identify and define major deliverables (MD) that deliver the POS
  • Build an initial schedule that delivers the MDs
  • Identify key risks and develop preliminary risk management plans
  • Capture issues for later resolution
  • Determine next steps and actions
  • Project Paramters

    The Strategic Execution Framework

    Project Overview

    Project Parameters to Be Documented

    Project Objective Statement (POS)

  • Major Deliverables

    Major Deliverable “Chunks of Work”

    MD Descriptions

    MD Description Template

  • Roles and Responsibilities

    Project Organization

    Team Roster

    Roles and Responsibilities

  • WBS (Inputs/Outputs)

    The Work Breakdown Structure

    Key Concepts

    Major Activities and Tasks

    Time Terminology

    Estimating Assigning Owners and Durations

  • Dependency Mapping

    Defining the Logic


    Dependency Mapping Rules

  • Interfaces -- Internal and External

    Project Risk as a Function of Interdependency Management

    Interdependency and the Integrated Schedule

    Mapping Example

    Common Interface Problems

    Resolving Open Interfaces

  • Plan and Schedule Review

    Plan and Schedule Review Guidelines

    Schedule Correction Sheet

  • Schedule Optimization

    Goal of Refining a Schedule

    Critical Path Analysis

    Optimizing the Schedule

  • Project Risks

    Context for Project Risks

    Risks Affect Success Throughout the Organization

    Systems Risk Assessment

    Risk Management Model

    Threat Prevention

    Capitalizing on Opportunities

    Contingency Actions

    Risk Triggers