Training · Operations and governance

Processes and workflows

Designing the path work takes, from incoming request to final lessons learned.

  • Module 2.1
  • About 8 hours
  • On site, remote or hybrid
  • Adapted to your team

Goals

Design a workflow that connects request, planning, production, review, delivery and learning, with clear handoffs and a level of formality proportionate to each project's value and risk.

Who it is for

Operations managers, project managers, producers, team leaders, heads of department.

What we cover

  • A project's life cycle, from intake to closure
  • Key handoffs, decision points and completion criteria
  • Definition of Ready and Definition of Done
  • How much structure you need: proportion between rules, value and risk
  • Exercise: mapping the workflow of a real project

Format and duration

1 theory session of 4 hours, or a 1-day workshop on the organisation's own workflow.

What the team keeps

The workflow map, with handoffs, responsibilities and progress criteria.

In the same area

Operations and governance

2.2

Estimates, scope and mandate

Readable estimates and a clear mandate: the foundation for not arguing halfway through. 4 hours

2.3

Governance, roles and decisions

Who decides, who does, who must be consulted: rituals that produce decisions, not just meetings. 8 hours

2.4

Capacity planning and resource management

From individual time to team capacity: planning workload before it blows up. 4 hours

2.5

Demand management and PMO

When requests come from every direction: clear priorities and an overview of the portfolio. 8 hours

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Shall we work on the next project together?

If you have a project to propose, a question, or if I can help in any way, write to me.