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Portfolio Management with the PMRank® Workshop Online
Course Preview
Trailer (Optional) (1:19)
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
2.1 - Introduction to the Tiger Screws Company (6:33)
2.2 - Tiger Screws Strategy Map (7:52)
2.3 - Prioritizing Strategic Objectives (9:30)
Download: Part 2 - Slide Deck
Download: Tiger Screws Corporate Information and Strategy Map
Podcast (Optional): Balanced Scorecard and Portfolio Management
Part 2 - Assessment
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?
Your Feedback
PDU Report
Your Certificate and Badge
3.1 - What Is the Preliminary Study of a Project?
Click on the "CC" button to select the subtitle. Note that the Arabic, Simplified Chinese, French, and Spanish subtitles were translated using AI.
If you have any suggestions for improvements, send a message to
info@ricardo-vargas.com
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