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Program Info |
 Program
Outline & Agenda
Your course will consist of off-line and on-line
coursework designed to maximize your learning, including
diagnostics to help you understand the strengths and
weaknesses of your organization, interactive lectures,
exercises and progress reviews.
Live, Online Workshop
Schedule:
Thursday, April 8 |
Thursday, April 22 |
Thursday, May 6
Course
Initiation and Pre-Course Survey
Prior
to the first workshop, you will have an opportunity
to check in and introduce yourself to your
classmates. You may post issues you face in managing
your portfolio and your expectations for the course.
A pre-course survey of your business challenges and
frustrations will assure that the instructor
addresses participants’ issues during the course.
You
can take this survey now, whether you sign up for
the course or not. To participate,
click here.
Online
Workshop 1 -
The "What and Why" of Strategic Portfolio
Management
Thursday, April 8, Noon-4:00pm ET
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Portfolio
Simulation -- Prior to the first workshop,
you will have an opportunity to check in and
introduce yourself to your classmates. You may
post issues you face in managing your portfolio
and your expectations for the course. A
pre-course survey of your business challenges
and frustrations will assure that the instructor
addresses participants’ issues during the
course.
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Portfolio Case
-- learn how a real company used the
principles of strategic portfolio management to
avoid common pitfalls; make faster, better
decisions and create new value.
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The Key
Principles of Portfolio Management — learn
the basic principles of strategic portfolio
decision making and rate your organization
against these principles. Learn how to use a
template-based evaluation process that enables
you to successfully apply the principles.
Intersession
Home Work
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Complete a
worksheet: the What, Why, Who and When
components of product portfolio management
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Complete an
in-depth survey on how your company stacks up
against the key principles of portfolio
management
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One-on-one phone
or web-based discussion with Dr. Matheson
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Read the
background of “HP Photo Finish,” a case to be
used throughout the course.
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Post comments,
questions and lessons learned to the course web
site and review your classmates’ postings
Online
Workshop 2
The "How" of Portfolio Management: Project
Evaluation
Thursday, April 22, Noon-4:00pm ET
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Overview of
project evaluation fundamentals
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Tack-Die
Simulation — This dynamic simulation will
teach you how to make great decisions even when
there is a lot of uncertainty. You will learn
why sunk costs do not matter and how to judge
the viability of future prospects; “when to hold
‘em and when to fold ‘em.”
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Assessing
Difficulty — evaluate the probability of
success, investment costs and timelines: what
does it take to deliver a project? (Lecture and
interactive “Photo Finish” case exercise.)
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Assessing
Impact — Evaluate the economic impact of a
delivered project: “the size of the prize.”
(Lecture and interactive “Photo Finish” case
exercise.)
Intersession
Home Work
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Evaluate
your projects using Portfolio Navigator™
software over the Internet
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Review your
learnings and questions with Dr. Matheson during
a phone or web-meeting
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Post
comments, questions and lessons learned to the
course web site and review your classmates’
postings
Online
Workshop 3
The "How" of Portfolio Management: Portfolio
Decisions
Thursday, May 6, Noon-4:00pm ET
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Review and
response to findings from homework postings
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Simulated
Project Portfolio — See how your projects
fit in the “portfolio” of your classmates’
projects and discuss the issues around comparing
and prioritizing them. Your project data will be
anonymous to assure confidentiality.
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Calibrating the
Portfolio — making sure that evaluations are
credible and comparable so that people can make
and accept decisions. (Lecture and interactive
“Photo Finish” case exercise.)
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Decision Making
— prioritizing projects, dealing with
constraints and refining portfolio strategy.
(Lecture and interactive “Photo Finish” case
exercise.)
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Implementation
— where do you go from here?
Course Follow
Up — Expanding Your Draft Portfolio
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Review your draft
portfolio with your colleagues using Portfolio
Navigator™
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Use your free
60-day Portfolio Navigator™ license to improve
your portfolio, update project information, and
play “what if” games
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Check in with Dr.
Matheson by phone during June to review your
experience and ask questions about your
portfolio
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Limited
space available
Reserve your spot:
This innovative and
collaborative course features:
Three (3) live,
online workshops:
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The "What and Why" of
Strategic Portfolio Management -
Thursday, April 8 -
Noon-4:00pm ET
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The "How" of Portfolio
Management: Project Evaluation -
Thursday, April 22 -
Noon-4:00pm ET
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The
"How" of Portfolio Management: Portfolio Decisions -
Thursday, May 6 -
Noon-4:00pm ET
[MORE
INFO]
One-to-One phone
coaching sessions
with the course instructor
[MORE
INFO]
David Matheson
Intersession
Activities:
Downloadable
articles, case presentations,
practical exercises and course materials
[MORE
INFO]
Networking Sessions
[MORE
INFO]
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