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Programmes, processes & Project Online techniques






One or two days


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In-Company courses


course overview


Process-oriented Programme Planning and Microsoft Project Online training carefully designed to maximise your software's capabilities when used within a project portfolio environment.


designed for


Portfolio managers and executives, project and resource managers, together with project team members; all requiring structured and stratified training that is mapped to your organisation's objectives and processes.



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training approach


If you're looking to improve delivery of your project portfolio and maximise the effectiveness of your resource teams, consider having training that's tailored to your organisation. 

Not only will your people receive high-impact training, they'll be able to plan and manage workloads with more precision and consistency; providing greater satisfaction for both your business and its customers. We won't reinvent the wheel however, as we customise generic best-practice training content and then adapt it to match our client's programme and portfolio processes.

A multi-part training approach takes best-practice programme planning skills and matches these to Microsoft Project Online functionality.  A combination of classroom and workshop delivery ensures skill retention whilst matching newly-acquired skills to your organisation's portfolio-wide processes.  Dependent upon the amount of customisation required, some chargeable course development would be expected.



suggested content


As the training is fully customisable, all content is client-specified and can be delivered in multiple parts and for varying audience types.  Commonly-delivered content comprises:

  • How to structure projects and programmes within your organisation's project portfolio

  • Making project communication fit within you organisation's communication strategy

  • Creating effective Business Intelligence using built-in and custom tools

  • Having metadata that maps to your organisation and line of business toolsets

  • Matching business drivers to your organisation's project and business priorities

  • Effective ways to choose projects that derive the best business value, matched by the capability to deliver this value

  • Using workflow phases and stages that match to your own project lifecycle methodology

  • How to change a project's status by managing its workflow

  • Using Enterprise Project types as super-templates to automate project creation, mapped to the various types of project that your organisation undertakes

  • How to create new projects by Business Analysts or other non-project people

  • Master projects and subprojects; how and when to use them in your organisation

  • Making resource pools match your organisation, its people and its teams

  • Using role-based resource planning to match commonly-used skills with work to be performed

  • Making capacity planning work for you

  • How resource engagements can help your resource managers control resource availabilities

  • How to share project information organisation-wide by publishing projects and viewing Project Sites

  • Creating risk and issue matrices to provide portfolio-wide risk management

  • How to intelligently use baselines for portfolio-wide variance management

  • Using progress tracking and timesheet methods that match your organisation's project control strategies

  • Ways to efficiently share work between team members

  • How to receivie & review, accept or reject project progress relative to your organisation's project control processes

  • Continuing your organisation's project control cycles by replanning and republishing projects

  • Matching task and project closure with your project lifecycle methodology

  • How project archiving techniques can provide a valuable knowledge base of your past projects


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