At ClavaConsulting, each training is unique. It consists of a combination of the following topics, depending on the client's needs.

Portfolio, program and multiple projects: definitions, differences and relationships, roles and responsibilities.

The multi-project environment: characteristics, challenges, opportunities. Identifying all stakeholders in projects. Understanding their needs and expectations.

Considering the overall vision
Strategic alignment. Communicating the vision.
Realizing the expected benefits at the portfolio level.
Integrating change initiatives into the overall vision.

Prioritization
Establishment of prioritization criteria. Prioritization techniques:
Scoring models, cost-benefit analysis, MoSCoW method.
Decision-making frameworks.
Dynamic re-prioritization: adapting priorities in response to changing environments.

Grouping tasks and projects
Program formation: Identifying projects that can be managed collectively.
Portfolio structure: Organizing projects and programs for optimal management.
Optimization techniques: Leveling and smoothing resources.
Critical chain project management (CCPM).

Communicating
Developing a global communication strategy.
Identifying the communication needs of different stakeholders.
Adapting communication in multicultural environments.

Integrated planning: Aligning project plans across programs and portfolios. Synchronizing schedules and milestones.
Managing risks at all levels.
Financial planning: Developing budgets for multiple projects.
Agile planning approaches: Building in flexibility to adapt to change.

Allocating resources
Identifying resources.
Capacity planning: Assessing resource availability against demand. Planning for peak periods and bottlenecks.
Allocation strategies: Prioritize resource allocation based on project importance.
Negotiate resource sharing across projects.
Resource optimization: Improve efficiency through skills development and cross-training.

Governance and compliance
Establish governance frameworks.
Compliance requirements.
Ethical considerations.

Quality management
Define quality objectives and standards. Integrate quality into project planning.
Establish processes to meet quality standards.

Performance measurement and reporting
Select relevant KPIs for projects, programs, and portfolios.
Collect and analyze data.
Reporting mechanisms.

Leadership and team management
Leadership styles: Understand situational leadership and its application.
Team dynamics.
Conflict resolution.

Technology and tools in portfolio management
Project management software.
Automation and AI.

Portfolio risk management
Risk identification.
Risk assessment.
Planning responses and monitoring risks.

Sustainability and social responsibility
Integrating environmental considerations.

Emerging trends and best practices
Agile and hybrid methodologies.
Digital transformation: adapting to new technologies (IoT, AI, blockchain).
Managing international projects.
Managing cultural differences.