Unlocking Portfolio Impact

The ideal group for a cohort is the loose network of people that will be moving portfolio improvements forward across the enterprise. The group is often anchored by a champion in the Center of Excellence and sponsored by an executive with broad change responsibility across multiple portfolios and business units. 

Titles don't matter nearly as much as the curiosity and energy to make things better, get value flowing again, and help people find more engagement at work.

Three conditions are important for a learning investment like this to pay off:

• Clear pain caused by the portfolio's struggles to deliver value in a reasonable timeframe at the right quality levels
• A group of curious, engaged learners that want to make an impact
• Sponsors and champions willing to provide the ongoing energy and support required for successful change. 

If those three conditions aren't present, you may wish to consider whetting people's appetite with the Core Portfolio Insights introduction workshop or take on a specific pain point with one of our specific shift workshops to demonstrate the value of a new approach.

We are generally flexible to the local needs of each company. However, our general teaching day runs from 8:30a to 4:30p, which allows 45 minutes for lunch, 3 breaks of 15 minutes each, and 6.5 hours of active engagement time with learners. 

In virtual settings, some companies choose to extend the workshop over an additional day to support learner focus, however this carries an additional cost. 

Physically, we maintain a somewhat informal space to allow each individual to engage in the ways that best serve their learning.

The optimal experience requires spaces in the room for groups to work at a flipchart or whiteboard without having to talk over other groups, while also being easy to come together for large group discussions or lecture segments. 

While there are no activities that require large open spaces in the room, it is challenging to create good learning dynamics around a single large central table like those found in board rooms or some telepresence rooms.

We will require a good quality projector, sufficiently configurable seating, and several vertical writing surfaces (whiteboards / flip charts).

We ask the company provide appropriate catering for morning/afternoon beverages and lunch or host in a location with easy access to a corporate cafeteria. 

Yes, we can. However, we strongly recommend bringing people together to support forming the learning and practice network required to successfully navigate the portfolio change journey that awaits. 

In virtual settings we are flexible to use any video-conferencing product that supports chat, breakout rooms and screen sharing. For enterprise configurations with high levels of restrictions, we ask the company provide a dedicated production assistant to manage the groups, support people's experiences, and handle any emerging problems.

We use Miro to facilitate the various visual activities. We would  consider porting to another similar product at an additional cost if required. 

Please don't. Of course we won't physically restrain you, but the harm to your learning experience and the classroom dynamic is significant. This harm is especially visible in the virtual setting.

If you do need to step out for specific meetings during the course, please discuss in advance and we'll do our best to arrange the break and lunch timing to allow for the least disruption to the fewest number of people. 

We prefer all attendees fully participate. If you are naming people "observers" for political or company culture reasons (e.g. "This person is too junior to attend"), talk to us in advance and we can help you navigate.

We do ask that attendees are limited to full time employees of the company, and that you don't invite vendors, consultants, or contractors without discussing with us in advance.