(EN) Advanced Earned Value Management® by PMO Projects Group

Training Course Advanced Earned Value ManagementÂŽ

Alexandre Rodrigues, Eng. Ph.D. Prof. PMP Exectuive Partner PMO Projects Group

Dear Client, Considering the increasing uncertainty around the global economy, the years ahead will be particularly challenging for all organisations around the world. At PMO Projects we face these challenges with ambition, as we recall ourselves that consolidated success is never a matter of circumstances – vision, values, innovation, commitment and perseverance, are always at the foundation. We will therefore continue to embrace the various challenges that emerge from the globalisation and internationalisation of our services. Our business project continues to be an evolving endeavour, focused on a high value mission and characterized by unique results — the proven facts of success and the actual achievements, not just good will, differentiate PMO Projects Group in various markets.

Settled in 2001, PMO Projects presents the following distinctive characteristics: • An exclusive dedication to the area of organizational project management • Delivering “know-how” to a wide range of Clients in the international market • Covering a wide range of industry sectors and application areas • A highly advanced “know-how” in organisational project management • In some occasions, we even train our own competitors • We trained and certified a large number of PMP® professionals in various countries

We are pleased to leave you with our catalogue of training services, filled with unique offerings which are both useful and in the forefront of knowledge and field practice.

We challenge organizations to pursue the vanguard of knowledge in organizational project management and stay with a leading company, precursor of professionalized and modern Project Management in different parts of the world.

Training Catalogue 2014 – Middle-East

Project Management

Training Catalogues 

South Africa: Johannesburg > info-za@pmo-projects.com

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Brazil: São Paul

> info-brasil@pmo-projects.com.br

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Mozambique: Maputo

> info-moz@pmo-projects.com

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Angola: Luanda

> info-angola@pmo-projects.com

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United Kingdom: London

> info-uk@pmo-projects.com

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Portugal: Lisbon, Porto

> info-pt@pmo-projects.com

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Cape Verde: Cidade Praia

> info-cv@pmo-projects.com

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Middle-East and Levant

> info-me@pmo-projects.com 3

Internationally proved course!

Training Course

Selected for training Project Managers from NATO (NC3A) in Brussels and the Hague, from BHP Billiton in Africa and Australia, and from Vodafone in Germany. Course delivered to several other organizations in Europe. Prepare yourself effectively for the international certification in Earned Value Management (EVP®) offered by the AACE.

Advanced Earned Value Management® Code Duration Areas (PMI) Processes (PMI)

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Technical file

Prepares effectively for the

EVP® EVP® professional AEVM certification of AACE 24 hours (PDUs) Scope, Cost, Time, Risk, Comm., HR, Stakeholders, Risk and Integration Planning, Monitoring and Controlling

Syllabus INTRODUCTION TO THE EARNED VALUE MANAGEMENT METHOD

• Motivation: integrating project control – scope, cost, time, risk and responsibilities • The origin, history and development of EVM as the de facto for project control • The key concepts of EVM • Overall benefits for the organization • EVM and the PMI practice standard (latest 2nd edition) • EVM and the AACE / ANSI standards • The Earned Value Practitioner (EVP®) professional certification • Recent developments and the PMO Projects methodology

Target audience

Bibliography and Materials

• Project Managers • Earned Value Specialists • Project Controllers • Risk Management Offices Staff • Project Management Office Staff • Project Team Members • Project Sponsors • Top Management

• PMI Practice Standard for EVM (2nd edition) • CCC/CCE Certification Study Guide (AACE)

EXTENSION TO THE EVM MODEL – The PMO PROJECTS METHODOLOGY

• Improvement of CPI and SPI – modified formulas • Improvement of TCPI and SPI – modified formulas • Forecasting metrics and the WBS level • The QPI index – introducing the quality performance concept • The Data Quality control system: ensuring reliability of EVM data • Advanced graphical representations: Tornado Chart, Integrated Analyses • The PMOP executive dashboard based on Earned Value metrics and indices • “What-if” analyses and decision-making management models • Application of EVM concepts to Program and Portfolio Management • A model for integrating EVM with the Risk Management process

REVIEW OF THE EARNED VALUE MANAGEMENT MODEL

• Basic metrics of EVM: • PV (BCWS) – the planned work measure in value • EV (BCWP) – the completed work measure in value • AC (AVWP) – the cost incurred with resource consumption • Variation indexes: • CV – Cost Variance • SV – Schedule Variance (volume) • TV – Time Variance (schedule variance in time) • AV – Accounting Variance • Performance indexes: • CPI – the cost efficiency (productivity) • SPI – the time efficiency (speed) • TCPI – budget feasibility and required cost efficiency • TSPI – schedule feasibility and required time efficiency • Trend metrics: • EAC – estimate cost at completion • ESAC / EDAC – estimate schedule/duration at completion • Graphical representations of the EVM metrics and indices • Top-down analyses of project performance • Quality Management: benchmarking, lessons learned and improvement • Human Resources Management: performance evaluation • Contracting: performance monitoring

THE IMPLEMENTATION OF THE EARNED VALUE – CASE STUDY (SIMULATION)

• Requisites for the implementation of the Earned Value Management method • The development of a project plan and the performance measurement baseline • The elapsed time and the planned work calculation (PV/BCWS) • The completed work and the Earned Value calculation (EV/BCWP) • Methods for scoring / measurement of physical progress • Aggregation of the global project progress • The incurred cost and the Actual Cost calculation (AC/ACWP) • The amount of consumed resources • Varying the the unitary cost of the consumed resources • Data collection for scenarios of subcontracted work • Analysis of project performance and making effective decisions • Interpreting the EVM performance indices and metrics • Corrective actions vs. project rebaselining • When and how to apply the risk contingency reserve • Managing the project performance baseline (PMB): • The process of rolling wave planning (scope detailing) • The incorporation of project changes • EVM activities in the closure of the project PREPARATION FOR THE EVP® CERTIFICATION OF AACE

All practical exercises carried out along the course are supplied.

Objectives • To know and understand the use of the Earned Value Management (EVM) project control method as an essential tool for the success of projects • Understand the added value and the benefits of EVM in the overall management of a project-based organization • Know how to use EVM effectively as a key tool for communication among the project stakeholders and with executive management • Master all the required technical knowledge to implement the EVM method in real project environments • Know how to integrate effectively the EVM method with the scope definition (WBS), the project budget, the project schedule, and with the organizational responsibilities (OBS/RAM) • Know and understand the essential technical and organizational requirements to implement effectively the EVM method in projects and organizations • Understand the importance and benefits of maintaining a data base of EVM metrics of past projects as the basis for controls and continuous improvement • Know how to explore the benefits of software tools to support the practical implementation of the EVM method • Know how to apply the EVM concepts to program and portfolio management • Know the international EVM standards from PMI and from AACE (ANSI) • Be prepared to complete successfully the international professional certification Earned Value Practitioner (EVP®) from AACE

LIMITATIONS AND CRITICAL FACTORS OF THE ADOPTION IN THE ORGANIZATION

An internationally proven course !

Training Course

Selected for the training of Project Managers from NATO, BHP Billiton, VALE, among many other international organizations More than 8000 hours lectured worldwide and to more than 3500 professionals and 118 organizations!

Complete Project Management® Code Duration Areas (PMI) Processes (PMI)

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Technical File

CPM 40 hours (PDUs) Scope, Cost, Time and Integration Management All

Program INTRODUCTION

• Brief History of Project Management • The importance of Project Management and the business model of management by projects • Standardization of Project Management: the Project Management Institute (PMI), Project Management Body of Knowledge (PMBOK®) and the library of PMI standards including OPM3® and PMCDF® • Sources of information: professional organizations, literature and websites. REVIEW OF THE PMBOK® Guide

• Definitions and foundational concepts: what is a project and project management?, project types and their classification, project objectives vs. project risks, the project stakeholders • The context of Project Management: life cycles and organizational systems and influences • The Process Groups (continuous activities): initiation, planning, execution, monitoring and controlling, closure • The Knowledge Areas of Project Management: integration, scope, cost, time, quality, human resources, communication, risk, procurement, stakeholders. IMPLEMENTATION OF THE LIFE CYCLE – PROCESSES AND TECHNIQUES

• Conception: top-down preliminary estimates and project evaluation • Definition: detailed initial planning and the project baseline • Implementation: product realization • Operation: acceptance, benefits monitoring, initiation of new projects.

Destined to

Recommended Literature:

• Project Managers • Project Team Members • Project Management Offices Staff • Program Managers • Portfolio Managers • Project Sponsors • Directors • Top Managers

• PMBOK Guide® (PMI) • Project Management Glossary (PMI)

MAIN TECHNIQUES

• Project selection methods: scoring models and economic models; • Estimating parametric models: the production of reliable estimates at the beginning of the project life cycle, before detailed planning • Scope Statement (PBS), WBS, PDM, CPM, Resource Loading / Levelling / Over-allocation: development and optimisation of the detailed execution plan • Risk Analysis: the Risk Register, PERT and Monte Carlo Simulation • Project Control: the Earned Value Management (EVM) method, use of SPI, CPI, and other performance indexes • Group exercises: (1) building evaluation and estimation models in MS Excel, (2) development of a detailed execution plan in MS Excel and MS Project, (3) implementation of an EVM control model in MS Project. CRITICAL SUCCESS FACTORS

PRACTICAL EXERCISES

• Throughout this training course several exercises will be conducted through the development of the following models: • MS Excel: models for evaluating the project; parametric models of preliminary estimation; models for planning the scope of the project • MS Project: detailed execution plan of a project - model for defining the scope (WBS), project network diagram (PDM); project schedule (CPM), and resource histograms. • Monte Carlo simulation for risk analysis.

All practical exercises carried out during the course will be supplied. A manual will be offered at the end of the course.

Objectives • To understand the concept of “a project”, knowing to identify and define the scope boundaries of a project in real life situations • To understand the context of project management best practices and project management competency under an organisational perspective, knowing thereafter to adopt a “project oriented” way of working and of doing business • To understand and know how to apply the project management framework according to the international standard PMBOK® Guide from the Project Management Institute (PMI) • To master the main project management techniques applied in the processes of initiation, planning, execution, monitoring and controlling, and closure of a project, including: project evaluation methods, scope statement (PBS), WBS, CPM, parametric modelling, Critical Path Analysis, Monte Carlo analysis, Earned Value Management (EVM), and lessons learned, among others.

Technical Director Alexandre Rodrigues, Eng. Ph.D. Prof. PMP CAP Degree in Engineering (5 years) and Ph.D. in Management Sciences (specialised in Project Management) More than 20 years of professional experience in Project Management in different parts of the world Founding President of the PMI Portugal Chapter Mentor of PMI Chapters in Europe (2005-2007) Member of the team that developed the PMBOK® Guide (3rd edition) and OPM3 ® (1st edition) Member of the Core Team of PMI that developed the 2nd edition of the Earned Value Management practise standard Senior Conlutant for the Cutter Consortium (EUA) PM Forum (EUA) Correspondent for Portugal (2007 – 2011) Visiting lecturer in several Universities in Europe Supervisor and member of jury for several master and doctorate research studies in Project Management Named PM Ambassador in Portugal by the PM Forum International (EUA) (2009 – 2011) Named EVM Ambassador in Europe by the Earned Value Management Europe Association (2012)

Alexandre Rodrigues is Executive Partner of PMO Projects Group delivering advanced project management training and consulting services to clients across Europe and other parts of the world. Throughout his career Alexandre has been delivering services for a wide range of international organizations, like Wolkswagen, Motorola, Microsoft, BHP Billiton in Australia and Africa, NATO in Brussels and Holland, Vodafone in Germany and BAe Systems and GEC-Marconi in the UK, VALE and Rio Tinto in Africa, Casas Bahia and Telefonica in Brazil. He has been leading the implementation of Earned Value Management Systems for project and program control in multibillion US dollars, specially in the mining sector. He is also a Senior Consultant with the Cutter Consortium (US), belonging to the Agile Project Management Practice. He has over a decade of teaching experience, having lectured on Project Management and System Dynamics modelling related topics at several universities in Europe. He has supervised several Master and Doctoral students in the area of Project Management. Dr. Rodrigues worked for several years in Project Management for the military and consulting industries in the UK and the US. He has several years of industry experience as a software engineer and publishes regularly articles in business and refereed scientific journals, having presented as a guest speaker at several international conferences. In 1996 he has co-organized a NATO Advanced Research Workshop dedicated to the theme "Managing and Modelling Complex Projects", which took place in Kiev (Ukraine) having gathered a wide range of international experts from the US, Europe and the Eastern block. He was guest Editor of the April 2001 issue of the Cutter IT Journal (Chaired by Edward Yourdon), dedicated to the theme "Multicultural Project Management". He was also invited to publish an article on the 2003/04 Year Book of the Association for Project Management (UK), dedicated to the theme "Earned Value Management in the International Scene. Alexandre Rodrigues holds a five-year "licenciate" degree in Systems and Informatics Engineering and a Ph.D. in Management Sciences specialized in Project Management and System Dynamics. Dr. Rodrigues was an international correspondent for the international PMForum in Portugal. He is a member of the Project Management Institute (PMI®) and a certified Project Management Professional (PMP®). He was also a Chartered Member of the Portuguese Association of Engineering. Dr. Rodrigues was founding president of the PMI Portugal Chapter and was a PMI Component Mentor for the EMEA region during 2005-2007. He was an active member of the PMI teams that developed the 3rd edition of the PMBOK Guide® and the 1st edition of the OPM3® model for organizational project management maturity assessment. He served for two consecutive years in the Congress Project Action Teams (CoPAT) for the EMEA PMI Global Congresses that took place in Prague (2004) and Edinburgh (2005). In 2009, Alexandre was named PM Ambassador in Portugal by the PMForum, having joined the international PM Ambassadors speakers’ bureau created by this international organization. He was invited in late 2009 by the PMI to join the core team that developed the second edition of the PMI Practice Standard for Earned Value Management. He was also invited by Gower Publishers to write two books dedicated to the application of Earned Value Management to Projects, Programs and Portfolios, which are forthcoming in early 2013. In 2012 he was invited to become EVM Ambassador in Europe by the Earned Value Management Europe Association.

Excellence and Quality Guaranteed Trainers of Excellence

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The quality of our training courses is proven at the international level meeting the quality standards of the most demanding markets. This quality is reflected not only in the contents of our courses but also in the experience of our trainers. Ranging from the United States, the UK, Germany, Benelux (NATO) and Australia, passing through South America, Asia and the African Continent, our courses and our trainers have always been very well received. It is this know-how and proven competence that we make available to all our clients.

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All our courses are characterized by a strong orientation towards practical implementation in the field of the methodologies, techniques and tools. We never separate theory from practice and we prime to assure that both elements the theoretical knowledge and practical implementation are effectively integrated. This results not only from the fact that our trainers hold a large field experience, but also from the fact that PMO Projects holds many years of consultancy experience in the the filed-adoption of project management best practices.

Internacional Quality

Practical Courses

PDUs Guaranteed

Acquire ECTs

We offer a most experienced and highly qualified team of trainers, all experts recognized by their knowledge and competence in the international market. Holding the necessary qualifications coupled with a vast experience in the field, we contribute to the development and continuous improvement of knowledge and practice of Project Management and Business Analyses, including our participation in the development of the international standards of the Project Management Institute.

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For those who are already PMP® certified by the Project Management Institute and wish to maintain this prestigious professional credential, our courses offer the necessary Professional Development Units (PDUs) required by the PMI. We note that the PDUs can only be gained by already certified professionals and are not a requirement for the application to the PMP® certification exam. In case you have any questions or concerns regarding the PDU program do not hesitate to contact us. Through our partnerships with highly prestigious academic institutions, our courses of Post-Graduation and Executive MBA offer you the ECTS (European Credit Transfer System) credits that provide recognition and equivalence by any other higher education institution in the European Union and in many other countries worldwide. Offering ECTS credits in our courses reflects the quality of our partnerships.

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International associations certifying in the area of Project Management and Business Analyses demand candidates to hold in their curriculum a minimum of contact hours of educational activity. This is the case of the Project Management Institute that requires a minimum of contact hours for the application to the PMP® certification exam (we note that this requirement should not be mistaken with PDUs, which are aimed at professionals already holding the PMP® credential)

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No arguments against facts: since 2001 we have been offering to the international market training in Project Management with a quality that has been consistently and recurrently evaluated over the years by our trainees: the objective statistics from the satisfaction surveys. The impact of our training in the field is also an objective fact: we are responsible for a vast majority of certified professionals in some of the markets where we offer our services. As a result of our practical training, subsequent interventions of consultancy follow to support in the implementation of the methodologies.

Acquire Contact Hours

Proven Results and Satisfaction

Earned Value Monitoring and Project Controls

PM Network Julho, 2007 PMI

â&#x20AC;&#x153;The 2nd Edition (November, 2011) of the PMI practice standard for Earned Value Management (EVM), is an indispensible tool for any organization aiming at implementing project control best practices.â&#x20AC;? Alexandre Rodrigues, PhD, PMP (author and member of the PMI core committee for the EVM practice standard) 8

Earned Value Monitoring and Project Controls

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EVM Control and Risk Management Dashboard

Tools: Enterprise Project Management Systems

Mission, Vision, and Values Our Mission – Why we exist We challenge organizations and individuals in all areas of the economic and social activity in adopting professionalized practices of excellence in Organizational Project Management, thereby allowing them to increase their level of maturity, productivity and competitiveness in the realization of change and innovation strategies based on projects, programs and portfolios.

Our Vision – Where we want to be Be recognized and respected as a leading organization and as a reference of excellence at the international level in the area of professionalized Be recognized and respected as a leading organization and as a reference of excellence at the international level in the area of professionalized Organizational Project Management.

Our Values – What we believe in 

Work with Openness, Ethics and Integrity – because we foster trust

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Work as a Team – because achieving the extraordinary is more important than wanting to be extraordinary

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Innovation, Expertise and Excellence – because we evolve in the forefront of knowledge

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Efficiency and Performance – because we solve your problems in the best possible way 12

Portfolio of Services

Evaluation of Competences Competency Evaluation Models and Tools Competency Management Systems

Profissional Certification

PMP® (PMI)

Profissional Training

Executive Workshop

PMI-SP®

PMI-RMP®

Organizational Units PM Offices (PMO) BA Offices (BAO)

CAPM® (PMI)

PgMP® (PMI)

Project Management

Cost Engineering

Business Analyses

Processes

Human Resources Definition of Career Path Models

Software Engineering

PMO Training Road Map®

PMP-BP® Program PostGraduation

CBAP® (IIBA)

Methodologies

PPP Management

Parametric Models Knowledge Management

OPM3®

Benefits Management

Complete Business Analyst®

EPM/PPM Integration

Microsoft

Financial System

CA Clarity

Primavera

BA Process

MBA

CBAP-BP® Program

EPM/PPM Systems

Artemis

Maturity Assessment

Data Quality Management Independent Audit (QA/QC)

Project Management and Delivery

Human Resources Management System Workflow Systems

HP PPM

Earned Value Management

CMMi ®

EVP® (AACEi)

Tools (IT)

Support Systems to the Business Analysis Process

Support Systems to the Software Process

BPM Systems

Business Analysis

PMOP Training Road Map® - Certification & Post-Graduation Portfolio Officer Examination Preparation

Evaluation for attaining the MBA in Advanced Project Management

(under development)

The Standard for Portfolio Management

Portfolio Evaluation and Optimization

Continuous Improvement Based on the OPM3®

Portfolio Based Management by Objectives

The Standard for Program Management

Dynamic Risk Management (PMI-RMP®)

Advanced Earned Value Management for Programs

Advanced Seminars on Business Management Related Topics

Case-Study Project Report (3 months)

PMP® Examination Preparation

EVP®

Project Human Resources Management

Project Risk Management

Project Procurement Management

Project Communications Management

in Project Management

Business Case Project Report (6 months)

Evaluation for attaining the Diploma of Post-Graduate Studies in Project Management

PgMP® Examination Preparation

Managing Multiple Projects (PMI-SP®)

Advanced International Seminars

MBA

Postgraduate Diploma in Project Management

PMP Best Practitioner Program® Project Quality Management

Earned Value Management (EVP®)

Complete Project Management® Scope, Cost, Time and Integration

Our Clients in Europe

Our Clients in Africa

Our Clients in Latin America, Asia and Australia

International outreach The internationalization of PMO Projects represents much more than just a natural expansion of our business across borders around the globe. Beyond, it reflects the quality, the in-depth, the vanguard and the global outreach of our knowhow, which we proudly disseminate to the â&#x20AC;&#x153;four corners of the worldâ&#x20AC;?. If, on the one hand, we play a role of ambassadors of Project Management and Business Analyses best practices, it is that same know-how, accepted worldwide that we make available to our Clients in the various markets where we operate.

Offices International Partner Clients

Training Course Advanced Earned Value ManagementÂŽ