Help a fictitious company to manage its projects portfolio and understand in practice the decision making models to select the appropriate projects for the strategic business objectives.

1. WORKSHOP

2. [
WORKSHOP
ABOUT THE
WORKSHOP
The PMRank® workshop is a practical and
innovative training about projects portfolio
management. Developed by Ricardo Vargas
and the Macrosolutions’ team, the PMRank
uses case studies, a set of varied criteria and
decision making models such as the Analytic
Hierarchy Process (AHP), which enable the
participants to have the proper knowledge to
decide the right mix of project composition to
be undertaken.
The methodological basis of all the PMRank’s
work can be found on the Standard of
Portfolio Management published by the
Project Management Institute and on the MoP
(Management of Portfolios) published by the
UK Office of Government Commerce (OGC).
The PMRank workshop is designed for Executives, Strategic
Planning Teams, Investment Planning Team, Project Managers
and others involved in the selection of portfolio investments/
projects. The workshop does not require experience in projects
neither in portfolio management. All knowledge necessary for
comprehension and participation in the workshop will be presented
during the training.
© Macrosolutions SA. All rights reserved. 2/9

3. [ WORKSHOP
HOW IT
WORKS
Over one-day seminar, the participants are divided into teams to
support the Tiger Screws, a fictitious screw and connector’s factory
with global operations. Each team will seek for the improvement
of the market company position and they must do so through the
elaboration of a different strategic objective.
STRATEGIC VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS Upon receipt of the strategic map and
MAP IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE
its direction for the next two years, the
participants will define and choose which
FINANCE
INCREASE REVENUE
IMPROVE FINANCIAL REDUCE PRODUCTION
WITH THE RIGHT MIX OF
PRODUCTS
RETURNS COSTS sets of criteria best represent the required
strategic direction, trying to compare
and prioritize the criteria to be applied to
MARKET
INCREASE
BE A LEADER IN THE
DOMESTIC MARKET INTERNATIONAL
MARKET SHARE
potential projects.
At this stage of the training the multi-
CUSTOMER RELATIONSHIP INTERNATIONALIZATION OPERATIONAL EXCELLENCE
criteria decision models are presented and
INTERNAL PROCESSES
DEVELOP
IMPROVE CUSTOMER
SERVICE
INTERNATIONAL
MARKETS
INCREASE PROJECTS
RESULTS
REDUCE LOST-TIME
ACCIDENTS
OPTIMIZE THE PRODUCT
MIX applied to the planned tasks. To ensure the
process comprehension, the participants
MONITOR CUSTOMERS' REDUCE MACHINERY
REDUCE CUSTOMER
COMPLAINTS
NEEDS IN OTHER
COUNTRIES
REDUCE OPERATING
LOSS
CONTROL MAINTENANCE
COSTS
PROGRAMMING
TIME
will make all the calculations of the
Analytical Hierarchy Process (AHP) using
only one data sheet of paper and a basic
AND GROWTH
LEARNING
STRENGTHEN INTERNAL DEVELOP INFORMATION
DEVELOP HUMAN
RESOURCES
COMMUNICATION
BETWEEN AREAS
MANAGEMENT calculator.
SYSTEMS
© 2012 - Macrosolutions SA and e Symnetics Consultoria Empresarial Ltda. All rights reserved. Reproduction is prohibited.
Then, the criteria are applied to the potential
projects to create their ranking and direct the process of choosing
a portfolio. Because each team is told to use a specific direction,
the ranking of each will be different, allowing discussion of the
different results between the groups.
© Macrosolutions SA. All rights reserved. 3/9

4. [ WORKSHOP
HOW IT WORKS
At the end of the projects ranking, “force-in/force-out” directions,
resource and budgets constraints are presented and the portfolio
is balanced.
Finally, the portfolio is monitored, controlled and adjusted based
on market information, project results and new directions in order
to ensure the continuous alignment between the portfolio and the
business need (Business justification).
CURRENT POTENTIAL STRATEGIC
MAP
VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS
IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE
PROJECTS PROJECTS
FINANCE
INCREASE REVENUE
IMPROVE FINANCIAL REDUCE PRODUCTION
WITH THE RIGHT MIX OF
RETURNS COSTS
PRODUCTS
STRATEGIC
MARKET MAP
BE A LEADER IN THE INCREASE
DOMESTIC MARKET INTERNATIONAL
MARKET SHARE
STRATEGIC VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS
MAP IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE
CUSTOMER RELATIONSHIP INTERNATIONALIZATION OPERATIONAL EXCELLENCE
INTERNAL PROCESSES
FINANCE
INCREASE REVENUE
IMPROVE FINANCIAL REDUCE PRODUCTION
WITH THE RIGHT MIX OF
RETURNS COSTS
DEVELOP PRODUCTS
IMPROVE CUSTOMER INCREASE PROJECTS REDUCE LOST-TIME OPTIMIZE THE PRODUCT
INTERNATIONAL
SERVICE RESULTS ACCIDENTS MIX
MARKETS
MARKET
BE A LEADER IN THE INCREASE
DOMESTIC MARKET INTERNATIONAL
MARKET SHARE
MONITOR CUSTOMERS' REDUCE MACHINERY
REDUCE CUSTOMER REDUCE OPERATING CONTROL MAINTENANCE
NEEDS IN OTHER CUSTOMER RELATIONSHIP INTERNATIONALIZATION OPERATIONAL EXCELLENCE PROGRAMMING
COMPLAINTS LOSS COSTS
INTERNAL PROCESSES
COUNTRIES DEVELOP TIME
+
IMPROVE CUSTOMER INCREASE PROJECTS REDUCE LOST-TIME OPTIMIZE THE PRODUCT
INTERNATIONAL
SERVICE RESULTS ACCIDENTS MIX
MARKETS
CORPORATE INFORMATION
MONITOR CUSTOMERS' REDUCE MACHINERY
REDUCE CUSTOMER REDUCE OPERATING CONTROL MAINTENANCE
NEEDS IN OTHER PROGRAMMING
COMPLAINTS LOSS COSTS
COUNTRIES TIME
AND GROWTH
LEARNING
AND GROWTH
STRENGTHEN INTERNAL DEVELOP INFORMATION
LEARNING
DEVELOP HUMAN DEVELOP HUMAN
STRENGTHEN INTERNAL DEVELOP INFORMATION
COMMUNICATION
RESOURCES
COMMUNICATION
MANAGEMENT
MANAGEMENT
RESOURCES BETWEEN AREAS SYSTEMS
BETWEEN AREAS SYSTEMS
1 EVALUATION CRITERIA DEFINITION
CRITERION A
AND PRIORITIZATION
CRITERION C CRITERION A CRITERION D
2 PRIORITIZATION
CRITERION F
CRITERION E CRITERION B
CRITERION C
CRITERION F CRITERION G
PRIORITIZED CRITERION G
3 BALANCING CRITERIA
POSTPONED
OR CANCELED
© Macrosolutions SA. All rights reserved. 4/9

5. [
WORKSHOP
TRAINING
CONTENT
At the end of the course the student will be able to:
✓✓See the result of a specific strategy reflected in the selected
projects portfolio
✓✓Compare the different approaches and their implications on
the selected projects results
✓✓Select the appropriate criteria to be used based on the
strategic direction
✓✓Understand and distinguish the quantitative, qualitative and
strategic criteria
✓✓Translate strategic business objectives in the selection
criteria
✓✓Use the Analytical Hierarchy Process (AHP) as a comparative
mathematical basis for prioritizing projects and criteria
✓✓Decompose a high level strategic guidance on direct,
tangible and measurable criteria
✓✓Balance the project portfolio considering the existed
resources and investments constraints
© Macrosolutions SA. All rights reserved. 5/9

6. [
WORKSHOP
FACT SHEET
DESCRIPTION
Course number of hours. The number of days depends
COURSE DURATION
on the daily number of hours dedicated in each course.
8 Hours.
The minimum number of students suggested to ensure
NUMBER OF PARTICIPANTS
the training economic viability.
Minimum 30 students per workshop.
TARGET AUDIENCE
Executives, Strategic Planning Teams, Investment Planning Team, Project Managers and others
involved in the selection of portfolio investments/projects.
REQUIREMENTS
None. You do not need prior knowledge on project and portfolio.
The language in which the training is ministered.
LANGUAGE(S)
Portuguese and English.
LOCAL
Provided by the contractor. Worldwide attendance.
Closed classes are hired by a particular organization
CLOSED CLASSES
or group. In this case all the participants are selected/
(IN COMPANY)? chosen by the contracting organization.
Yes.
Open classes offer public access in which the
OPEN CLASSES?
registration is done by each participant, individually.
Yes. Casual.
Professional Development Units are the measuring
CERTIFICATION AND PDU
units issued by the Project Management Institute for
All training participants will receive a the credential holders. With these units the credential
participation certificate with 8 PMI’s PDUs. (PMI holders can maintain their certifications.
R.E.P. activity number: PMRank01)
© Macrosolutions SA. All rights reserved. 6/9

7. [
WORKSHOP
STANDARDS AND
METHODOLOGIES
Project management standards and methodologies discussed
and addressed in the training.
Project Management Institute (PMI) UK Office of Government Commerce (OGC)
PMBOK Guide — PRINCE2 (Projects in Controlled Environments) —
PMI Practice Standard for Estimating — MSP (Managing Successful Programmes)
PMI Practice Standard for Earned Value Management — M_O_R (Management of Risks) —
PMI Practice Standard for Configuration P3M3 (Portfolio, Programme, and Project
— —
Management Management Maturity Model)
PMI Practice Standard for Risk Management — P3O (Portfolio, Programme and Project Offices)
PMI Practice Standard for Work Breakdown Structure — MoP (Management of Portfolios)
PMI Practice Standard for Scheduling — MoV (Management of Value) —
PMI Standard for Portfolio Management
Scrum Alliance
PMI Standard for Program Management
Scrum Methodology —
PMI Project Manager Development Competency
—
Framework
International Project Management Association (IPMA)
Organizational Project Management Maturity Model
— ICB® IPMA Competence Baseline
(OPM3®) —
© Macrosolutions SA. All rights reserved. 7/9

8. [
WORKSHOP
BASIC
PROGRAM
[
WORKSHOP OPENING
[
THE IMPORTANCE OF PORTFOLIO MANAGEMENT IN BUSINESS STRATEGY
[
PROJECTS ASSESSMENT, PRIORITIZATION AND BALANCING: FUNDAMENTAL CONCEPTS
[
PMRANK® INTRODUCTION AND RULES
[
TEAMS DEVELOPMENT
[
TIGER SCREWS COMPANY
[
POTENTIAL PROJECTS IDENTIFICATION AND INITIAL ASSESSMENT
[
CRITERIA ASSESSMENT DEFINITION
[
ASSESSMENT CRITERIA PRIORITIZATION AND ANALYTIC HIERARCHY PROCESS (AHP)
[
PORTFOLIO BALANCING
[
RESULTS PRESENTATION AND DISCUSSION
[
PORTFOLIO COMMUNICATION, APPROVAL AND IMPLEMENTATION
[
PORTFOLIO STRATEGIC MONITORING AND CONTROLLING
[
FINAL CONCLUSIONS AND CLOSURE
© Macrosolutions SA. All rights reserved. 8/9

9. [
WORKSHOP
FURTHER
INFORMATION
For further information about this course, please contact:
Phone: +55 31 3024-3003
Fax: +55 31 3024-3005
email: info@macrosolutions.com.br
© Macrosolutions SA. All rights reserved. 9/9