P3O Foundation & Practitioner

P3O Training - P3O®Course Overview 

Prerequisites of the P3O Training - P3O®Course 

Who should attend this P3O Training - P3O®Course? 

• Portfolio Managers 
• Programme Managers 
• Project Managers 
• PMO (Project Management Office) Managers 
• Business Managers 
• Strategic Planners 
• Change Managers 

• Have an in-depth knowledge on Project, Programme & Portfolio Office (P3O)  
• Have knowledge on the relationships between Portfolios, Projects and Programmes 
• Gain the skills to create summaries of P3MS 
• Gain the skills to overcome different barriers 

Course Structure 

• The first 3 days will cover the essential materials needed to understand Project, Programme & Portfolio Office (P3O) for the foundation exam 
• The remaining 2 days will cover the essential materials needed to take the practitioner exam 

P3O Training - P3O®Course Outline 

• What is the purpose of P3O®? 
• Definitions 
• Strategic Objectives 
• What are P3O®’s 
• P3O® Definitions within the Models 
• Portfolio, programme, and project lifecycles 
• Governance and the P3O® 
• P3O® and Other Best Management 
• P3O® Terminology 

• Integral Part 
• P3O® can Increase Success 
• Focus of a P3O® 
• Add Value 
• Governance Focus 
• Principles for Extracting Value 
• Govern Effectively 
• Holding People to Account 
• Prioritising Investment 
• Safeguarding Value 
• Investing in People and Processes 
• Tracking Progress 
• Getting Investment for the P3O® 
• Identifying the Stakeholders 
• Identifying the Problem 
• Analysis of Issues and Reviews 
• Value Matrix 
• Stakeholders Requirements 
• P3M3® 
• Demonstrating the Value 
• Business Case Content 
• Capability and Outcome 
• Benefits Vs Constraints 
• Key Performance Indicators 
• Cost Model 
• Some Variations of Costing 
• Overcoming Common Barriers 
• Timescales 

• Factors that Affect the Design 
• Functional Areas of a P3O® 
• Design Considerations 
• Centralised Versus Decentralised 
• Additional Success Factors Hub Portfolio Offices 
• Permanent Versus Temporary 
• Underlying Success Factors – Temporary Offices 
• Co-located Versus Distributed 
• Functions and Services 
• Functional Areas 
• Wider Organisation 
• Integration 
• Assurance and Governance 
• Information Assurance (IA) 
• Non-PPM Functions and Services 
• Roles and Responsibilities 
• Skills/Competences of P3O® Staff 
• P3O® Management, Generic, and Functional Roles 
• Sizing and Tailoring 
• How to Size a P3O® Model? 
• P3O® Sponsor 
• Head of P3O® (Permanent Office) 
• Head of Programme/Project Office (Temporary) 
• Portfolio Analyst 
• Programme or Project Specialist 
• Programme or Project Officer 
• Benefits and Value Role 
• Commercial Role 
• Communication and Stakeholder Engagement Role 
• Information Management Role 
• Consultancy and Performance Management Role 
• Finance and Issue Role 
• Change Control and Planning Role 
• Quality Assurance and Risk Role 
• Reporting and Secretariat/ Administrator Role 
• Tools Expert 

• Permanent P3O® 
• Implementation Lifecycle for a Permanent P3O® 
• Identify Activity and Outputs 
• Vision Statement 
• Define Activities and Outputs 
• Establish the Implementation Team 
• Identify and Analyse Stakeholder 
• Threats to Achieving the Blueprint 
• Develop, Model, and Validate the Benefits 
• Develop and Confirm the Business Case 
• Plan Stages or Tranches of Delivery 
• Project Dossier 
• Deliver Activities and Outputs 
• Closure Activities 
• Post Implementation and Benefit Review 
• Closure Outputs 
• Temporary Office 
• Implementation Lifecycle for a Temporary Programme or Project Office 
• Established Timescales 
• Internal Resources 
• Implementation Lifecycle 
• Definition and Implementation 
• Closing Down a Temporary Office 

• Overview of Tools and Techniques 
• Which Tools and Techniques? 
• Benefits of Standard Tools and Techniques 
• Critical Success Factors 
• P3O® Tools 
• Enterprise PPM (EPM) Solutions and Selecting EPM Solutions 
• P3O® Techniques 
• Prioritisation and Optimisation 
• Complexity Modelling 
• Management Dashboard 
• Knowledge Management 
• Workshops 
• Facilitation – Workshop Techniques 
• Skills Development and Maintenance 
• Business Process Swimlanes 
• Capacity Planning 
• P3O® Tools and Techniques 
• Tailoring of Approaches