• Portfolio, Program and Project Managers
• Directors of Strategy Management
• Directors of Performance Management
• Risk Management and Compliance Officers
• Balanced Scorecard Practitioners
• Strategic Planners and Analysts

Course Benefits
Participants will benefit from:

• Utilize best practices in project management to deliver on time, on budget and within scope
• Learn the formal steps needed to execute and manage projects
• Develop effective project schedules considering resources and risks
• Work with pre-defined templates for each step through the project life-cycle

Strategic Initiatives Context and Review

• Strategic Initiatives within the Context of a Strategic Management System
• Characteristics of Good Strategic Initiatives
• Six Steps to Develop Strategic Initiatives
• Funding Strategic Initiatives

Fundamentals of Strategic Initiatives Using Project Management Best Practices

• Project Management Fundamentals
• Basic Project Management Definitions
• The Role of the Project Manager
• The Value of Project Management
• Characteristics of Good Project Management

Process Group One: Initiating the Project

• How to Initiate a Project
• Developing a Project Charter and Business Case
• Identifying Roles and Responsibilities
• Sample Templates: Project Charter, Business Case, Roles and Responsibilities

Process Group Two: Planning the Project

• How to Plan a Project
• Eight Steps in Project Planning
• Scheduling and Budgeting
• Project Controls and Risk Management
• Project Authorization
• Sample Templates: Scope Statement, RACI, Work Breakdown Structure

Process Group Three: Executing the Project Work

• How to Execute the Project Work
• Managing People and Stakeholders
• Sample Templates: Work Results Checklist, Stage Gate Reviews

Process Group Four: Controlling the Project 

• Status Reporting
• Project Performance Measures
• Sample Templates: Change Reports, Status Reports

Process Group Five: Closing the Project 

• How to Deliver a Project
• Gaining Acceptance of Work
• Documenting Lessons Learned
• Closing the Project
• Sample Templates: Formal Acceptance of Project, Lessons Learned

Summary and Next Steps

• Practicum: Use BSI’s Templates to Initiate, Plan, Execute, Control and Close
• Review and Next Steps for Ensuring Project Success in your Strategic Initiatives

Learning Objectives
Participants will learn:

• Utilize best practices in project management to deliver on time, on budget and within scope
• Understand the value of project management
• Understand general terms and concepts about project management within the context of a strategic management system
• Understand what a Project Manager needs to know and do throughout the life cycle of a project
• Learn the importance of stakeholder management
• Work within the triple constraint of time, cost, and scope
• Learn the formal steps needed to execute and manage projects
• Develop effective project schedules considering resources and risks
• Manage projects using Balanced Scorecard Institute templates to turn initiatives into managed projects
• Understand project risk and risk management

• “Now, I can manage a project and the project will not manage me”
• “Great instructor”
• “Very large topic but covered it all well”
• “Very good introduction to project management”
• “Excellent instruction”

Feedback from other Balanced Scorecard Institute courses:

• “The BSI Certification goes far beyond studying the theory & history of a balanced scorecard management system. This course gives individuals the tools necessary to build, implement, and manage a comprehensive tier 1-3 scorecard at their own organizations. The knowledge & skills gained are successful combination of theoretical & practical application that empower students to facilitate construction of this scorecard from the ground up” – Shella Blackburn, Manager Corporate Performance, Mission Essential Personnel.
• “The BSP Certification Boot Camp was on enriching learning experience. The case studies and peer interactions helped to turn theory into practice.” – David Branch, Director of Business Performance, Constellation Energy.
• “This course converted me from a skeptic into a believer” – Thedora Borissov, Manager, Performance and Measurement, BC Oil and Gas Commission.
• “I will be sending more of my staff to this [BSP Certification] course” –Steve Jonnes, FBI, Unit Chief – Performance Analysis Unit.
• “Best professional course I’ve ever taken! The demands are endless” — Earnest K. Kiano, Deputy Manager, Kenya Power & Lighting Company.
• “Finally, a comprehensive approach that makes sense and ties all of our tools together”, Todd Moon, Alcohol & Tobacco Tax & Trade Bureau, Chief Operations Service.
• “Although we only implemented the balanced scorecard approach a couple of years ago, we have already seen improvements in our operations. The [Nine Steps to Success™] approach helps us focus on our ambitious goal to drastically increase the number of transplants we facilitate by 2015.” –Michael Boo, Chief Strategy Officer, National Marrow Donor Program.
• “Change is easy. Transition is more difficult—Balanced Scorecard Institute showed us not only how to change the organization-but more importantly how to manage the change process effectively.”Joe Cernero, Professional Development Manager, Choctaw Nation of Oklahoma.
• “We are very pleased with the help provided by the Institute. We are aiming for high revenue targets in a geographically diverse market, and the Institute helped us translate our strategy into something that employees can actually use.” – Laurent Auguste, President and CEO, Veolia Water Americas.

There is a $104 discount for participants for federal government participants (use discount code GSA).

Public Sector Discount:

There is a $100 discount for participants for public sector and not-for-profit organizations (use discount code NP).

Multi-Registration Discount:

There is also a $200 discount for three or more participants from the same organization. We encourage more people from the same organization to attend so that they can collaborate during the workshop.

Early Bird Special:

$200 additional discount per participant for signing up 30 days before the start of the course.

Please contact us about hosting this course at your location.