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Portfolio Management with the PMRank® Workshop Online

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Part 1 - Introduction

1.1 - Workshop Objective (2:19)
1.2 - Understanding the Context of Portfolio Management (8:09)
1.3 - Workshop Rules and Considerations (10:40)
1.4 - Doing the Workshop Individually or as a Team (5:18)
1.5 - Ricardo’s Bio (Optional) (4:58)
Download: Part 1 - Slide Deck
Download: PMRank Roadmap
Podcast(Optional): Demystifying the Portfolio Management - Part 1/3: The Strategy’s Side
Podcast (Optional): Demystifying the Portfolio Management – Part 2/3: The Criteria
Podcast (Optional): Demystifying the Portfolio Management - Part 3/3: A Comparison and Decision
Part 1 - Assessment

Part 2 - Tiger Screws Company

Part 3 - Initial Assessment of Projects

3.1 - What Is the Preliminary Study of a Project? (14:58)
3.2 - The 15 Candidate Projects for the Portfolio (10:08)
Download: 15 Candidate Projects
3.3 - How to Measure Intangible Results (15:44)
Download: Part 3 - Slide Deck
Video (Optional): Identifying Problems Using "5 Whys” with Ricardo Vargas
Part 3 - Assessment
Podcast (Optional): How to Get to the Root of a Problem Using the 5 Whys Technique
Podcast (Optional): Qualquer Avaliação é Irrelevante sem uma Referência
Podcast (Optional): Revise Suas Métricas Porque Elas Perdem Valor com o Tempo

Part 4 - The Right Set of Evaluation Criteria

4.1 - Understanding the Evaluation Criteria (10:50)
4.2 - The 10 Potential Criteria for Tiger Screws (28:05)
Download: PMRank Criteria
4.3 - The Four Criteria for Tiger Screws (2:19)
4.4 - Using AHP to Prioritize the Evaluation Criteria (28:22)
Download: PMRank - AHP Canvas Template
Download: PMRank - AHP Canvas Filled
Podcast (Optional): Project Selection Criteria - Part 1 of 2
Podcast (Optional): Project Selection Criteria - Part 2 of 2
Video (Optional): Unusual Non-Financial Criteria for Project Selection with Ricardo Vargas
Video (Optional): Learn With Ricardo Vargas How to Choose a New Home Using Multi Criteria Decision and AHP
Give 20%, Get 20%
Part 4 - Assessment

Part 5 - Prioritizing Potential Projects for the Portfolio

5.1 - Understanding the Project Prioritization Canvas (3:06)
Download: PMRank Prioritization Canvas Template
5.2 - Filling the Canvas With Tiger Screws Project Information (20:55)
Download : PMRank Prioritization Canvas Filled
5.3 - Portfolio Balancing: Understanding Force-In and Force-Out (8:37)
5.4 - Tiger Screws Memo on Portfolio Decision (10:18)
Download: Slide Deck Part 5
Podcast (Optional): What is the Level of Detail in the Information Provided to Project Applying for the Portfolio?
Podcast (Optional): How Availability Bias Changes Our Perceptions of Risks
Podcast (Optional): What is VUCA and Why it is so Relevant in Today's Work Environment
Part 5 - Assessment

Part 6 - Implementation, Final Discussions and Workshop Closure

6.1 - Portfolio Implementation and Review Cycle (7:31)
6.2 - Translating the “Tiger Screws” Case to Your Organization (8:28)
6.3 - Workshop Final Remarks and Next Steps (2:55)
Download: Slide Deck Part 6
Podcast (Optional): Never Go Straight to the Offer in a Negotiation
Podcast (Optional): The impacts of Organization and Social Structures on Stakeholder Management
Podcast (Optional): How to Convince without Power?
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