macrosolutions_pmrank_en by MACROSOLUTIONS SA

WORKSHOP

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WORKSHOP

ABOUT THE WORKSHOP The PMRank® workshop is a practical and innovative training about projects portfolio management. Developed by Ricardo Vargas and the Macrosolutions’ team, the PMRank uses case studies, a set of varied criteria and decision making models such as the Analytic Hierarchy Process (AHP), which enable the participants to have the proper knowledge to decide the right mix of project composition to be undertaken. The methodological basis of all the PMRank’s work can be found on the Standard of Portfolio Management published by the Project Management Institute and on the MoP (Management of Portfolios) published by the UK Office of Government Commerce (OGC). The PMRank workshop is designed for Executives, Strategic Planning Teams, Investment Planning Team, Project Managers and others involved in the selection of portfolio investments/ projects. The workshop does not require experience in projects neither in portfolio management. All knowledge necessary for comprehension and participation in the workshop will be presented during the training. © Macrosolutions SA. All rights reserved.

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HOW IT WORKS Over one-day seminar, the participants are divided into teams to support the Tiger Screws, a fictitious screw and connector’s factory with global operations. Each team will seek for the improvement of the market company position and they must do so through the elaboration of a different strategic objective. VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE

INCREASE REVENUE WITH THE RIGHT MIX OF PRODUCTS

LEARNING AND GROWTH

INTERNAL PROCESSES

MARKET

FINANCE

STRATEGIC MAP

IMPROVE FINANCIAL RETURNS

BE A LEADER IN THE DOMESTIC MARKET

REDUCE PRODUCTION COSTS

INCREASE INTERNATIONAL MARKET SHARE

CUSTOMER RELATIONSHIP

INTERNATIONALIZATION

IMPROVE CUSTOMER SERVICE

DEVELOP INTERNATIONAL MARKETS

INCREASE PROJECTS RESULTS

REDUCE LOST-TIME ACCIDENTS

OPTIMIZE THE PRODUCT MIX

REDUCE CUSTOMER COMPLAINTS

MONITOR CUSTOMERS' NEEDS IN OTHER COUNTRIES

REDUCE OPERATING LOSS

CONTROL MAINTENANCE COSTS

REDUCE MACHINERY PROGRAMMING TIME

DEVELOP HUMAN RESOURCES

OPERATIONAL EXCELLENCE

STRENGTHEN INTERNAL COMMUNICATION BETWEEN AREAS

DEVELOP INFORMATION MANAGEMENT SYSTEMS

Upon receipt of the strategic map and its direction for the next two years, the participants will define and choose which sets of criteria best represent the required strategic direction, trying to compare and prioritize the criteria to be applied to potential projects. At this stage of the training the multicriteria decision models are presented and applied to the planned tasks. To ensure the process comprehension, the participants will make all the calculations of the Analytical Hierarchy Process (AHP) using only one data sheet of paper and a basic calculator.

Then, the criteria are applied to the potential projects to create their ranking and direct the process of choosing a portfolio. Because each team is told to use a specific direction, the ranking of each will be different, allowing discussion of the different results between the groups.

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WORKSHOP HOW IT WORKS

At the end of the projects ranking, “force-in/force-out” directions, resource and budgets constraints are presented and the portfolio is balanced. Finally, the portfolio is monitored, controlled and adjusted based on market information, project results and new directions in order to ensure the continuous alignment between the portfolio and the business need (Business justification).

PROJECTS

STRATEGIC MAP

VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE

INCREASE REVENUE WITH THE RIGHT MIX OF PRODUCTS

IMPROVE FINANCIAL RETURNS

INCREASE INTERNATIONAL MARKET SHARE

BE A LEADER IN THE DOMESTIC MARKET

INTERNATIONALIZATION

DEVELOP INTERNATIONAL MARKETS

LEARNING AND GROWTH

CORPORATE INFORMATION

DEVELOP HUMAN RESOURCES

INCREASE REVENUE WITH THE RIGHT MIX OF PRODUCTS

IMPROVE FINANCIAL RETURNS

INCREASE PROJECTS RESULTS

MARKET

MONITOR CUSTOMERS' NEEDS IN OTHER COUNTRIES

INTERNAL PROCESSES

REDUCE CUSTOMER COMPLAINTS

VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE

OPERATIONAL EXCELLENCE FINANCE

CUSTOMER RELATIONSHIP

IMPROVE CUSTOMER SERVICE

LEARNING AND GROWTH

INTERNAL PROCESSES

STRATEGIC MAP

REDUCE PRODUCTION COSTS

STRATEGIC MAP

MARKET

PROJECTS

POTENTIAL FINANCE

CURRENT

BE A LEADER IN THE DOMESTIC MARKET

REDUCE OPERATING CUSTOMER RELATIONSHIP INTERNATIONALIZATION LOSS

REDUCE PRODUCTION COSTS

REDUCE LOST-TIME ACCIDENTS

CONTROL MAINTENANCE OPERATIONAL EXCELLENCE COSTS

DEVELOP INTERNATIONAL MARKETS

INCREASE PROJECTS RESULTS

REDUCE LOST-TIME ACCIDENTS

OPTIMIZE THE PRODUCT MIX

REDUCE CUSTOMER COMPLAINTS

MONITOR CUSTOMERS' NEEDS IN OTHER COUNTRIES

REDUCE OPERATING LOSS

CONTROL MAINTENANCE COSTS

REDUCE MACHINERY PROGRAMMING TIME

STRENGTHEN INTERNAL DEVELOP HUMAN RESOURCES COMMUNICATION BETWEEN AREAS

STRENGTHEN INTERNAL COMMUNICATION BETWEEN AREAS

EVALUATION

PRIORITIZATION

BALANCING

REDUCE MACHINERY PROGRAMMING TIME

IMPROVE CUSTOMER SERVICE

CRITERION A

OPTIMIZE THE PRODUCT MIX

INCREASE INTERNATIONAL MARKET SHARE

CRITERION C CRITERION F

PRIORITIZED CRITERIA

DEVELOP INFORMATION DEVELOP INFORMATION MANAGEMENT MANAGEMENT SYSTEMS SYSTEMS

CRITERIA DEFINITION AND PRIORITIZATION CRITERION A CRITERION D CRITERION E CRITERION B CRITERION C CRITERION F CRITERION G CRITERION G

POSTPONED OR CANCELED

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TRAINING CONTENT At the end of the course the student will be able to:

✓✓See the result of a specific strategy reflected in the selected projects portfolio

✓✓Compare the different approaches and their implications on the selected projects results

✓✓Select the appropriate criteria to be used based on the strategic direction

✓✓Understand and distinguish the quantitative, qualitative and strategic criteria

✓✓Translate strategic business objectives in the selection criteria

✓✓Use the Analytical Hierarchy Process (AHP) as a comparative mathematical basis for prioritizing projects and criteria

✓✓Decompose a high level strategic guidance on direct, tangible and measurable criteria

✓✓Balance the project portfolio considering the existed resources and investments constraints

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FACT SHEET DESCRIPTION

COURSE DURATION 8 Hours.

Course number of hours. The number of days depends on the daily number of hours dedicated in each course.

NUMBER OF PARTICIPANTS Minimum 30 students per workshop.

The minimum number of students suggested to ensure the training economic viability.

TARGET AUDIENCE Executives, Strategic Planning Teams, Investment Planning Team, Project Managers and others involved in the selection of portfolio investments/projects. REQUIREMENTS None. You do not need prior knowledge on project and portfolio. 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.

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? Yes. Casual.

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 8 PMIâ&#x20AC;&#x2122;s PDUs. (PMI R.E.P. activity number: PMRank01)

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.

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STANDARDS AND METHODOLOGIES Project management standards and methodologies discussed and addressed in the training.

Project Management Institute (PMI)

UK Office of Government Commerce (OGC)

PMBOK Guide

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PRINCE2 (Projects in Controlled Environments)

PMI Practice Standard for Estimating

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MSP (Managing Successful Programmes)

PMI Practice Standard for Earned Value Management

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M_O_R (Management of Risks)

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PMI Practice Standard for Configuration Management

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P3M3 (Portfolio, Programme, and Project Management Maturity Model)

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PMI Practice Standard for Risk Management

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P3O (Portfolio, Programme and Project Offices)

PMI Practice Standard for Work Breakdown Structure

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MoP (Management of Portfolios)

PMI Practice Standard for Scheduling

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MoV (Management of Value)

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PMI Standard for Portfolio Management Scrum Alliance PMI Standard for Program Management

Scrum Methodology

PMI Project Manager Development Competency Framework

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Organizational Project Management Maturity Model (OPM3®)

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International Project Management Association (IPMA) ICB® IPMA Competence Baseline

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BASIC PROGRAM [ [ [ [ [ [ [ [ [ [ [ [ [ [

WORKSHOP OPENING THE IMPORTANCE OF PORTFOLIO MANAGEMENT IN BUSINESS STRATEGY PROJECTS ASSESSMENT, PRIORITIZATION AND BALANCING: FUNDAMENTAL CONCEPTS PMRANK® INTRODUCTION AND RULES TEAMS DEVELOPMENT TIGER SCREWS COMPANY POTENTIAL PROJECTS IDENTIFICATION AND INITIAL ASSESSMENT CRITERIA ASSESSMENT DEFINITION ASSESSMENT CRITERIA PRIORITIZATION AND ANALYTIC HIERARCHY PROCESS (AHP) PORTFOLIO BALANCING RESULTS PRESENTATION AND DISCUSSION PORTFOLIO COMMUNICATION, APPROVAL AND IMPLEMENTATION PORTFOLIO STRATEGIC MONITORING AND CONTROLLING FINAL CONCLUSIONS AND CLOSURE © Macrosolutions SA. All rights reserved.

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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 ÂŠ Macrosolutions SA. All rights reserved.

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