The is intended for one of the follow project roles:
- Project Champion – Project Champion is the role that is responsible for the business results of the project, budget and schedule.
- Project Sponsor – Project Sponsor assures that the project is aligned to the organization’s strategic purpose and allocates resources to the project.
- Steering Committee or Success Criteria Owner – These roles aid the Project Champion in assuring that the key business measures are attained for the project by taking accountability for them.
The student will be provided with the following job aids and class materials:
- PowerPoint Deck
- Key Reference Materials:
- Project Process Overview Chart – A chart describing the key facilitations and deliverables on a project.
- Project Process Chart – A chart describing the processes within each project facilitation
- Project Roles & Responsibilities – A document describing project key roles and their key responsibilities
- Glossary of Project Terms – A document describing key term definitions
Prior to the course, the student should have:
- Reviewed the meeting facilitation roles and determine if there are any questions about them
- Choose a meeting that they are currently working on
Students should bring to class:
- A prepared agenda for their meeting
Purpose: To be able to demonstrate how to efficiently plan and deliver a meeting that achieves its intended meeting purpose every time.
Objective: Following this session students will be able to:
- Describe meeting facilitation roles
- Prepare Process:
- Define a meeting purpose statement
- Define items and processes to conduct a meeting
- Determine the audience and prepare them for a meeting
- Welcome Process:
- State the meeting purpose
- Set effective meeting ground rules
- Ready a team to achieve the meeting purpose
- Conduct Process:
- Better manage the meeting
- Handle meeting dysfunction
- Keep the meeting participants energized
- Follow up Process:
- Close and follow up a meeting to assure the purpose was attained
Employing these new skills will result in:
- A higher level of meeting purpose achievement
- Less time spent in meetings
- Better agenda and meeting participant preparation
- Clarity of meeting purpose
- A reduction in meeting conflicts and dysfunctions
The course outline is as follows:
- Overview
- Our Project (provides a brief description of the project)
- The project process (provides a brief overview of the major facilitations and their purpose) and decision guides
- Project Roles
- Project Line of Sight
- Initiate Process Group
- Describes the process group, when it is used, the facilitations within it and the key output
- Exercises: SMART Objective, Constraint Priority, Process Owner impacts, Project Governance, Success Criteria
- Plan Process Group
- Describes the process group, when it is used, the facilitations within it and the key output
- Exercises: Critical Path Comprehensive, Establishing project reserves
- Execute Process Group
- Describes the process group, when it is used, the facilitations within it and the key output
- Exercises: Change Development and acceptance
- Close Process Group
- Describes the process group, when it is used, the facilitations within it and the key output
- Exercise: Identifying Valuable implementable ideas
