|
Workshops and Training Modules
PD-Trak Solutions offers a range of workshops and training modules that
cover process basics and best practices in addition to software
functionality and use. Please
contact us for detailed training outlines
and pricing.
Software Functionality Training and Workshops
The following training modules are generally provided as on-site,
classroom based training. Most modules are available as web based
training for new employees, as refresher training for existing employees
or for small implementations.
The Project Management Tools modules that are needed would depend on
the options purchased.
Timing estimates are approximate.
- Introduction to PD-Trak (3 hrs)
- An overview of PD-Trak functionality and the underlying
processes. Audience: anyone that will be involved in the related
projects.
- Project Management Tools, Standard Tools part 1 (2 hrs)
- A computer based class aimed at project managers and project
level power users. This class covers setting up project files,
the project brief, budget & schedule, task plans, action item
management and team members list.
- Project Management Tools, Standard Tools part 2 (2 hrs)
- Computer based class covering the financial justification
worksheet, decision log, gate archives and project milestones
worksheets
- Project Management Tools, Extended Tools (2 hrs)
- Computer based class covering expense allocation, financial
summary, Microsoft Project basics, risk management, stakeholder
analysis, metrics dashboard, slip chart and project scoring
- Project Management Tools, Resource Management (2 hrs)
- Computer based class covering different methods for
capturing resource requirements including the budget & schedule
worksheet, resource allocation worksheet and Microsoft Project
- Project Management Tools, Microsoft Project Integration (2 hrs)
- Computer based class covering the integration features with
Microsoft Project
- Introduction to PD-Trak Management Functions (2 hrs)
- Initial training for the management team on portfolio and
resource management functions. (Detailed training is generally
offered 3-6 months after initial deployment once project data
has been entered into the system).
- Managing Gate Reviews with PD-Trak (2 hrs)
- Training to teach senior managers (gatekeepers) to use
PD-Trak for gate reviews/project approval
- Portfolio Monitoring and Reports (1/2 day)
- Training for senior managers on using the portfolio
monitoring functions.
- Resource Management (1 day)
- Training for functional managers on using the resource
management features to identify and manage near term resource
bottlenecks to minimize disruption to projects.
- Portfolio and Resource Planning (1 day)
- Training for senior management on using PD-Trak for
developing a future project plan that is consistent with
business objectives and constraints.
- PD-Trak Administration (2 hrs)
- Training on the PD-Trak administration functions
Process and Principles Workshops
- Stage/Phase Gate Process Definition (2 days)
- Best practice principles are presented as the basis for
developing a project process roadmap that is optimized for your
company environment
- Project Migration Workshop (1 day)
- A hands on workshop to assist project managers to move existing
projects into PD-Trak
- Gate Review Process
(1/2 day)
- A workshop to define the details of the gate review process i.e.
how projects are assessed and approved
- Organizing to Embrace Project Management as a Core Competence (1/2
day)
- In this workshop we will help you define an organizational
approach to achieving project management excellence including
selecting/hiring the right people, training requirements, measuring
project management performance and organizational options (dual role
vs. dedicated project managers)
- Portfolio Management Process (1 day)
- Best practice principles are presented and used to define a
detailed portfolio management process that is optimized for your
company.
- Pipeline/Resource Management Process (1 day)
- A workshop to define the approach your company will take to the
tactical management of resources as needed to maximize project
throughput.
- Project Planning with Microsoft Project (1 day)
- A computer based class that covers the use of Microsoft
Project for developing task and timing plans based on task
dependencies, resource constraints and critical path analysis.
- Embracing Project Management Principles with PD-Trak and
Microsoft Project (2-3 days)
- Training for project managers that covers fundamental
project management principles and the related tools in PD-Trak
and Microsoft Project.
- Product Development Workshops
- Requirements Definition using QFD (2 days)
- Design for Manufacturing and Assembly (3 days)
- Target Costing/Design to Cost (2 days)
On-The-Job Training
We can also provide on-the-job training assisting personnel with their
projects and responsibilities. This might include the following:
- Assist project managers to plan and manage their projects and
prepare for gate reviews using PD-Trak
- Assist project team members with using PD-Trak tools, performing
their tasks, preparing deliverables, and preparing for gate reviews
- Work with functional managers to perform resource management using
PD-Trak with the goal of identifying resource bottlenecks before they
occur and finding optimum solutions
- Work with gatekeepers to optimize the gate review process and to use
PD-Trak to manage resources such that projects are only released into
the pipeline if the resources are available, based on project
scoring/prioritization
- Work with senior managers to develop future project plans by
facilitating workshops and/or assisting in the use of PD-Trak’s
portfolio analysis tools
|

|