This practical and immersive workshop shows you how to transform, step-by-step, your portfolio, process and culture for investing in change.

Learning Objectives

• Benchmark the maturity of your Change Portfolio
• Design and use a goals-driven portfolio
• Recognise and transform a projects-driven investment culture
• Make agile and efficient investment choices
• Multiply the value of your portfolio management capabilities

The Workshop

Day One

• Achieving Success at Investing in Change
  • The two fundamental strategies
  • Applying investment principles to business change
• The Four Generations of Change Portfolio
  • From implementations and resources, to investments and risks
  • Which generation is your current portfolio?
• Diagnose Your Organisation’s Investment Culture
  • Why understanding culture is essential for success
  • Your organisation’s personality and maturity as an investor in change
• Design a Goals-Driven Portfolio
  • Projects-driven or goals-driven: how to tell the difference
  • Create a goals-driven portfolio design, for your enterprise and culture

Day Two

• Transform Your Projects-Driven Portfolio
  • Reveal all-new knowledge from existing projects data
  • A technical, political and cultural journey
• Make Agile and Efficient Investments
  • Embed agility in the portfolio, and in the selection of investments
  • Minimise the total risks and resources
• Track Up-to-Date Portfolio Performance
  • Target outcomes, probabilities and actuals
  • Goals-driven portfolio governance
• Multiply the Value of Your Portfolio Management
  • Core capabilities of goals-driven portfolio managers
  • From informing to supporting, through facilitation to leadership

Workshop Leader

The workshop is led by Chris Potts.

Chris is a practitioner, mentor and trainer, a professional speaker and author.