The Coverdale Systematic Approach to Delivering Successful Projects

The Coverdale Systematic Approach to Delivering Successful Projects The Coverdale Project Management Portfolio

Contents Background Project Management Skills & Attributes of an Effective Project Manager Coverdale Insights Why Coverdale? Project Management Workshops Bespoke Project Management Workshops Project Management Portfolio Systematic Approach to Delivering Successful Projects Introduction to Project Management 1 Day Workshop Overview 1 Day Fundamental Principles, Practices & Tools 2, 3 or 4 days Workshop Overview 2 Day example Bespoke Workshop Overview 3 Day example Enhanced Principles, Practices & Tools 2, 3 or 4 days Workshop Overview 3 Day example Bespoke Workshop Overview 4 Day example The Professional Project Manager Workshop Overview 2 Day example Bespoke Workshop Overview 3 Day example Bespoke Project Management Support Portfolio Testimonials

Background We work in a world of constant change, where senior leaders, managers and team members are required to manage and deliver projects. Whether delivered by dedicated Project Managers or those working on projects in addition to the day job, delivering projects creates significant challenges that all too often compromises results delivery. What can be done to equip your people with the tools and skills they need to manage these challenges and deliver successful projects? Enable your people to develop real skill and proficiency in applying a proven, simple and effective project delivery method. In parallel, equip them with the fundamental skills of human cooperation, so that they can lead and contribute positively to successful projects. main menu

Project Management Definition Project management is “the application of processes, methods, knowledge, skills and experience to achieve the project objectives. ” General A project as “a unique, transient endeavour, undertaken to achieve planned objectives, which could be defined in terms of outputs, outcomes or benefits. ” A project is usually deemed to be a success if it achieves the objectives according to their acceptance criteria, within an agreed timescale and budget. The project manager is responsible for day-to-day management of the project and must be competent in managing the six aspects of a project, i. e. scope, schedule, finance, risk, quality and resources. Well-developed interpersonal skills such as leadership, communication and conflict management are also vitally important. The Association of Project Management (APM) Body of Knowledge (Sixth Edition) main menu

Skills and Attributes of an Effective Project Manager Technical • Project Success & Benefits Management • Stakeholder Management • Requirements Management (Scope definition and management) • Risk Management • Planning & Scheduling • Project Monitoring & Forecasting • Change Control • Project Reviews (including Corrective Actions) • Information Management (Communications, Document Control, Reports) • Handover & Close-out • Knowledge of Project management system Contextual • • • Project Lifecycles Business Case Organisation (corporate, project) Resource Management HSSE Management Governance (Policies, Compliance, Ethics) Behavioural • • • • • Open, positive and can-do attitude Common Sense Prudent risk taker Fairness Commitment Development of Others Leadership Team working Conflict & Crisis management Customer Focus Sustainability Adaptability (Dealing with Ambiguity) Observation, listening, communication Integrity and values Results Orientation Analysis & Judgement Creativity (Inventiveness) Influencing & negotiation Skills main menu

Coverdale Insights There are many accredited Project Management training and qualifications available (APM, PMI and PRINCE 2 for example ), which predominantly focus on the more technical and contextual attributes of Project Management. However, our history and experience tells us that all to often there is a gap in an individual’s ability to practically and effectively apply these attributes across different types of projects. At Coverdale, we recognise that delivering successful project outcomes is dependant on these technical and contextual attributes being consistently underpinned by the successful application of leadership and cooperative skills, along with consistently demonstrating the right behaviours. Coverdale’s Systematic Approach to Delivering Successful Projects, is a simple and highly effective method for individuals, teams and organisations in a world of increasing volatility, uncertainty, complexity and ambiguity. main menu

Why Coverdale? Coverdale’s Systematic Approach to Delivering Successful Projects, developed through 50 years of experience and application, provides the common language and method of working to deliver projects successfully, time and time again. Our Project Management Portfolio offers a range of immersive workshops based on the practice of experiential learning, that will equip anyone involved in project management and delivery with the method, tools and skills they need to deliver successful projects. Our Project Management workshops: • Are delivered by Coverdale professional coaches with significant, relevant, hands-on project management experience. • Create an environment where people can try things out, learn with and from each other, enabling individuals and teams to develop the practical skills that are essential for effective project contribution, management and leadership and that they can immediately apply in their organisation. main menu

Our Project Management Portfolio Project Management Workshops We offer a range of Project Management Workshops; from an introduction to project management, to fundamental project management principles, practices and tools, right through to developing enhanced skills, leading a project team, and managing a portfolio of projects. All of our hands-on workshops are underpinned by our proven Systematic Approach to Delivering Successful Projects. They are delivered by Coverdale Coaches with a wealth of relevant project management experience gained from years of application in all kinds of organisations. Each workshop can include dedicated time for the skills to be applied to real projects from your organisation – this enables people to build confidence and progress projects within the coached learning environment of the workshop. Whether people are new to project management or are more experienced practitioners, our workshops ensure that individuals and teams develop real skill in applying the essential methods, tools, techniques and behaviours that enable projects to be managed well and delivered successfully. main menu

Our Project Management Portfolio Bespoke Project Management Workshops Our Project Management Workshops can be tailored to your specific organisational requirements, processes and tools, and could include: § Sharing of individual and organisational knowledge and experience § Alignment to your specific organisational processes and governance § Working on real organisational improvement projects in a coached environment § Proactive engagement with key stakeholders, clients and team Bespoke Project Management Support Portfolio We also offer a range of additional value-added services including the role of the Project Sponsor, ensuring effective project start-up and establishing an effective Project Management Office. main menu

Project Management Portfolio Skill Standard Portfolio Bespoke workshops – tailored to align with your organisational requirements, processes and tools. Awareness Level of Competence Understanding Bespoke Support Fundamental Project Management Principles, Practices and Tools Introduction to Project Management • To introduce the key attributes of project management in an abbreviated format. • To demonstrate the benefits of a consistent approach to project delivery. 1 Day • Understand the main tools that support project management • Understand key steps and stages of managing a project • Understand project management skills and attributes 2 - 3 days 3 - 4 days Enhanced Project Management Principles, Practices and Tools • Demonstrate skill in using project management tools • Understand key steps and stages of managing a project as part of a portfolio • Implement project management skills and attributes The Professional Project Manager • Demonstrate skill in project management skills and attributes • Demonstrate skill in observation and giving and receiving feedback 2 - 3 Days 3 - 4 Days Bespoke Project Management Support Portfolio • The role of the Project Sponsor • Project start-up • Creating and leading high performance project teams • Establishing an effective Project Management Office 2 - 3 Days 3 - 4 Days Involvement in Project Delivery Contributing Managing Directing main menu

Coverdale’s Systematic Approach to Delivering Successful Projects Develop Manage Information & communicate Deliver Identify/Define Approval to Deliver Approval to Develop Close Out Confirm all Deliverables Completed Manage Information & Communicate Current situation, background & stimulus for the project Resources, skills, client expectations, budgets, risks, issues, ideas, options Potential Projects Project Aim Project Plan High Level Aims Project Scoping High Level Plans Strategy Alignment Portfolio Alignment Detailed Plan Client Satisfaction Action Review Phase 1 Aim Project outline and Execution strategy Detailed AIMS Roles & responsibilities Costs and benefits High level milestones and high level risk New information, changes, on-going risk analysis Phase 1 Plan Confirm Phase Completed Phase 2 Aim Phase 2 Plan Confirm Phase Completed End of project review against Aims and benefits Phase 3 Aim Phase 3 Plan Frequent Reviews Progress - against aims, plans, milestones, critical path & change control Team process - project systems/procedures, how are we working? , improvement plans Learning and improvements to be carried forward main menu

Introduction to Project Management – 1 Day Purpose § To introduce the key principles, practices and tools of project management and demonstrate the benefits of a consistent approach to project delivery § To develop an understanding of what’s required to manage successful projects Key Content § The key stages and tools for managing a project, and the key skills required to lead successful project teams and projects Who Should Attend? § Anyone taking on responsibility for managing projects or making a significant contribution to projects § Anyone who may have experience contributing to or managing projects, but may not have benefited from any focused training in project management principles, practices and tools main menu

Workshop Overview Introduction to Project Management 1 Day Example Morning Afternoon Brief the day Coaching Input 2 Detail of the Coverdale Systematic Approach to Delivering Successful Projects Right to left thinking, assurance, work breakdown structures Programme purposes Outline method of delivery e. g. experiential with coaching inputs, general session, and project groups Introductions and Project high lights and low lights Professional Responsibilities Coaching Input 1 Overview of the Coverdale Systematic Approach to Delivering Successful Projects Overview of key processes, such as categorisation, benefits of Right to Left planning Introduce AIMS grid and planning/information grid as a useful thinking tool, and Steering and Joining Group Activity Neutral Project Stage 1: Identify and Define Review in relation to achieving the Phase aims Review, Report and Discussion Reinforce assessment against project aims. Select the design which best meets the acceptance criteria Group Activity Neutral Project Stage 2: Develop Forecasting of success, profit and resource requirements Meeting time deadlines Focus on project delivery, getting it right when it matters. To test out the thinking so far Group Activity Project Neutral Stages 3 & 4: Deliver/Close Out Identify what makes this project successful from each stakeholder’s perspective Coaching Input 3 Review, Report and Discussion Develop a set of principles for integrating people into projects: effective steering and joining Strategies for dealing with different project types Summary and Close Summary of the day’s activities and how it all links together main menu

Fundamental Principles, Practices and Tools 2, 3 or 4 days Purpose § To develop a practical, hands-on understanding of the key principles, practices and tools of project management, and the key steps of managing a project § To introduce the key skills and attributes required to lead successful projects Key Content § Managing different types of projects and reducing the level of uncertainty § Applying key steps including managing stakeholders, activity and work breakdown methodology, critical path networks and risk management § Assigning and monitoring project roles and responsibilities Who Should Attend § Anyone who has responsibility for managing projects, either as their primary role or as an addition to the day job § Some project management experience is useful but not essential main menu

Workshop Overview Fundamental Principles, Practices and Tools 2 Day Example Day 1 Day 2 Brief the day Introductions, purposes, how we will work. Brief the day Coaching Input 1 Overview of the Coverdale Systematic Approach to Delivering Successful Projects. Introduce Aims Grid and Planning Grid as effective tools to scope, define and plan successful projects. Group Activity Neutral Projects Work on 3 neutral projects plus reviews. Group Activity Neutral Projects Work on neutral projects plus reviews. Coaching Input 3 Structured project planning. Integrating people into projects and gaining their commitment. Successfully managing changes in project personnel. Group Activity Neutral Projects Work on neutral projects plus reviews. Coaching Input 2 Different types of projects and their key components. Key project roles and responsibilities. Setting project aims and establishing success criteria. Stakeholder management. Structured project reviews to draw learnings and improve. Managing information. Time management. Coaching Input 4 Project phases, milestones and timelines. Stakeholder analysis. Identifying and managing risks and issues. Critical path analysis. Teamwork and behaviours for delivering successful projects. End of day Project reviews To draw learnings and improve. Summary and Close Summary of two day’s activities and how it all links together. main menu

Workshop Overview Fundamental Principles, Practices and Tools Bespoke Workshop 3 Day Example Day 1 Overview Day 2 Overview Day 3 Overview Brief the day Introductions, purposes, how we will work Brief the day Group Activity Neutral Projects Work on neutral projects plus reviews Organisational Projects Phase 2 Group work on organisational specific projects plus reviews Coaching Input 1 Understanding of the Coverdale Systematic Approach to Delivering Successful Projects Introduce AIMS grid, planning/information grid as a useful thinking tool Group Activity Neutral Projects Work on 3 neutral projects plus reviews Coaching Input 2 Different types of projects and their key components in a matrix environment Key project roles and responsibilities Setting project aims and establishing success criteria Stakeholder management Structured project reviews to draw learnings and improve Managing information Time management End of day Project Reviews To draw learnings and improve Coaching Input 3 Structured project planning Integrating people into projects and gaining their commitment. Successfully managing changes in project personnel Organisational Projects Phase 1 Group work on organisational specific projects plus reviews Coaching Input 4 Project phases, milestones and timelines Stakeholder analysis Identifying and managing risks and issues Critical path analysis Teamwork and behaviours for successful projects in a matrix environment End of Phase 1 Project Reviews To draw learnings and improve Coaching Input 5 Work breakdown structures Integrating people into projects and gaining their commitment. Successfully managing changes in project personnel Project change control Delivery against agreed aims End of Phase 2 Project Reviews To draw learnings and improve Summary and Close Summary of three day’s activities and how it all links together Transferring the learnings to managing organisational projects at Company Next steps and personal commitments main menu

Enhanced Principles, Practices and Tools 2, 3 or 4 Days Builds on our Fundamental Principles, Practices and Tools workshop Purpose § To develop skill in applying the key principles, practices and tools of project management, and the key steps and stages of managing a project § To enhance skills and attributes required to lead successful projects, such as effective delegation and gaining the commitment of others Key Content § Managing a portfolio of projects (ensuring all their outcomes are met) and multiple stakeholder requirements § The skills and attributes required to lead high performance project teams Who Should Attend § Anyone who has responsibility for managing a portfolio of projects and leading project teams. Participants will have attended the Fundamentals workshop and will be looking to further develop their knowledge and skills main menu

Workshop Overview Enhanced Principles, Practices and Tools 3 Day Example Day 1 Overview Day 2 Overview Day 3 Overview Brief the Day Introductions, purposes, how we will work. Brief the Day Group Activity Neutral Projects Work on 3 neutral projects under observation plus reviews Group Activity Neutral Projects Managed by programme delivery team: Work on 4 neutral projects plus reviews Holding Project Team to account in line with project scoping documents Group Activity Neutral Projects Working to stringent success criteria to test and refresh fundamental principles, practices and tools plus reviews Coaching Input 1 Applying the Coverdale Systematic Approach to Delivering Successful Projects to manage a portfolio of projects Group Activity Neutral Projects Establish a programme delivery team Work on projects plus reviews Coaching Input 3 Develop feedback/observation hints and tips Group Activity Neutral Projects Managed by programme delivery team: Work on 2 neutral projects and 1 virtual neutral project plus reviews Holding Project Team to account in line with project scoping documents Coaching Input 2 Integrating people into projects and gaining their commitment. Successfully managing changes in project personnel Coaching Input 4 Principles for virtual teamworking. Identifying and managing portfolio risks and issues Maximising resources and successfully managing changes in project personnel End of Day Project Reviews To draw learnings and improve Coaching Input 5 Control & monitoring Time, cost and quality trade off Group Activity Neutral Projects Managed by programme delivery team Complete neutral projects plus reviews End of day Project reviews To draw learnings and improve Summary and Close Summary of three day’s activities and how it all links together Transferring the learnings to leading projects in your organisation. Next steps and personal commitments main menu

Workshop Overview Enhanced Principles, Practices and Tools Bespoke Workshop 4 Day Example Day 1 Overview Day 2 Overview Day 3 Overview Day 4 Overview Brief the Day Introductions, purposes, how we will work. Brief the Day Group Activity Neutral Projects Work on 3 neutral projects under observation plus reviews. Group Activity Neutral Projects Managed by programme delivery team Organisational Projects Phase 3 Group work on organisational specific projects plus reviews. Group Activity Neutral Projects Working to stringent success criteria to test and refresh fundamental principles, practices and tools plus reviews. Coaching Input 1 Using the Coverdale Systematic Approach to Delivering Successful Projects to manage a portfolio of projects. Group Activity Neutral Projects Establish a programme team Work on projects plus reviews. Coaching Input 3 Develop feedback/observation hints and tips. Group Activity Neutral Projects Managed by programme team Work on 2 neutral projects and 1 virtual neutral project plus reviews. Holding Project Team to account in line with project scoping documents. Coaching Input 2 Integrating people into projects and gaining commitment and managing changes in project personnel. Coaching Input 4 Principles for virtual teamworking. Identifying and managing portfolio risks and issues. Maximising resources and managing changes in project personnel. End of day Project Reviews To draw learnings and improve. Organisational Projects Phase 1 Group work on organisational specific projects plus reviews. Coaching Input 5 Holding Project Team to account in line with project scoping documents. Control & monitoring Time, cost quality trade off Organisational Projects Phase 2 Group work on organisational specific projects plus reviews. End of Phase 1&2 Project Reviews To draw learnings and improve. Coaching Input 6 Holding Project Team to account in line with project scoping documents. Control & monitoring Time, cost quality trade off Organisational Projects Phase 4 Group work on organisational specific projects plus reviews. End of Phase 3&4 Project Reviews To draw learnings and improve. Summary and Close Summary of four day’s activities and how it all links together. main menu

The Professional Project Manager Purpose § To demonstrate individual skill in successfully applying all of the project management principles, practices and tools § To enhance skills and attributes required to develop and lead successful project teams, such as observation, giving and receiving feedback and effective negotiation and communication Key Content § Attributes of an effective project manager including action centred leadership, observation, giving and receiving feedback and effective negotiation and communication § Individual lead projects and receive peer feedback on their application of core project management and people leadership skills and attributes § Use of different neutral tasks – to reinforce principles of experiential learning Who Should Attend? § Anyone who is actively managing a project or a portfolio of projects as their primary organisational role main menu

Workshop Overview The Professional Project Manager 2 Day Example Day 1 Overview Day 2 Overview Brief the Day Introductions, purposes, how we will work. Brief the Day Coaching Input 1 The role of the Project Manager Applying the Coverdale Systematic Approach to Delivering Successful Projects Project management skills, attributes, Effective observation and Giving feedback Group Activity Neutral Projects Assign Project Managers and teams to work on neutral projects plus reviews. Coaching Input 2 Team feedback to Project Mangers to draw learnings and improve. Group Activity Neutral Projects Establish a programme delivery team Work on projects plus reviews. Coaching Input 3 Team feedback to Project Mangers to draw learnings and improve. End of day Review Group Activity Neutral Projects Assign Project Managers and teams to work on neutral projects plus reviews. Coaching Input 4 Team feedback to Project Mangers to draw learnings and improve. Group Activity Neutral Projects Establish a programme delivery team Work on projects plus reviews. Coaching Input 5 Team feedback to Project Mangers to draw learnings and improve. Group Activity Neutral Projects Establish a programme delivery team Work on projects plus reviews. Coaching Input 6 Team feedback to Project Mangers to draw learnings and improve. Summary and Close Summary of three day’s activities and how it all links together. main menu

Workshop Overview The Professional Project Manager Bespoke Workshop 3 Day Example Day 1 Overview Day 2 Overview Day 3 Overview Brief the Day Introductions, purposes, how we will work. Brief the Day Group Activity Neutral Projects Assign Project Managers and teams to work on neutral projects plus reviews Coaching Input 7 How to maximise learning Increasing personal effectiveness Coaching Input 4 Team feedback to Project Mangers To draw learnings and improve Organisational Projects Group work on organisational specific projects plus reviews Coaching Input 8 Team feedback to Project Mangers To draw learnings and improve Coaching Input 2 Team feedback to Project Mangers To draw learnings and improve Coaching Input 5 Team feedback to Project Mangers To draw learnings and improve Organisational Projects Group work on organisational specific projects plus reviews Coaching Input 9 Team feedback to Project Mangers To draw learnings and improve Coaching Input 3 Team feedback to Project Mangers To draw learnings and improve Coaching Input 6 Team feedback to Project Mangers To draw learnings and improve Summary and Close Summary of three day’s activities and how it all links together End of day Reviews Coaching Input 1 The role of the Project Manager Applying the Coverdale Systematic Approach to Delivering Successful Projects Project management skills, attributes, Effective observation and Giving feedback main menu

Bespoke Project Management Support Folio Examples include: Role of the Project Sponsor Effective Project Start-up Project Change and Risk Management Creating an Effective Project Office Brief the Day Introductions, purposes, how we will work. Group Activity Neutral Projects Working to stringent success criteria to test and refresh fundamental principles, practices and tools plus reviews. Coaching Input 1 Using the Coverdale Systematic Approach to Delivering Successful Projects to manage a portfolio of projects. Group Activity Neutral Projects Establish a programme team Work on projects plus reviews. Coaching Input 2 Integrating people into projects and gaining commitment and managing changes in project personnel. End of day Project Reviews To draw learnings and improve. The above is a generic and indicative overview. We will work with your organisation to determine the most appropriate delivery model tailored to your specific requirements. main menu

“Yet again, Coverdale proved to be the number one provider of quality project management programmes. They developed and deliver a customised programme that is always very well received by the participants. Helen Hardy, HR Director, Costa Coffee “The Coverdale Project Management training enabled the BCI teams to learn to use a set of common project management tools and vocabulary and apply them in our day-to-day project work. Their skilled Coaches created a safe space for us to honestly explore the areas that present challenges for us and align on more effective way of managing our projects moving forward. We left the training feeling inspired and motivated and teams across the organisation are already approaching project management much more successfully. ” Better Cotton Initiative main menu