Portfolios Training Class: Managing Outcomes

OVERVIEW

Managing Outcomes training for Planview Portfolios provides the knowledge necessary to define products, plan products, manage product development, and monitor the product roadmap.

This course provides mastery of the core activities required to create and review portfolios of products (design, engineering, and manufacturing) and other outcomes (market research, competitive analysis, brand management, and other commercial considerations), associate outcomes to existing work or strategic programs, and monitor outcomes performance through analytics. This will allow you to provide a comprehensive view of the long-term product planning needs of an organization in order to increase time to market. 

Managing Outcomes in Planview Portfolios.pdf

LEARNING OBJECTIVES

At the end of this course, you will learn the following skills:

• Master the screen layout and navigation of the Outcome Portfolio View.
• Create a new outcome and review its details.
• Designate outcomes that are dependent on one another.
• Associate work items or strategic programs to outcomes so they are visible in your portfolio.
• Use the outcome roadmap to track and update dates, milestones, and releases for outcomes.
• Review the actual and target baseline dates for outcomes.
• Work with the financial plans for outcomes.

LEARNING LEVEL

Intermediate 

Intended for learners who have mastered the basics and are ready to delve deeper into the subject. It explores more complex concepts, techniques, and applications, allowing participants to enhance their knowledge and practical skills.

WHO SHOULD ENROLL

This class is ideal for experienced Project and Product Managers who are responsible for long-range product planning on behalf of their organization or business unit. 

FORMAT

• Two (2) half-day sessions in a virtual classroom, or one (1) full-day sessions in an onsite classroom. 
• All instructor-led classes are delivered hands-on in a virtual training environment.

SUMMARY AGENDA

• Outcomes Overview​
• Outcome Portfolio View​
• Add Outcomes​
• Dependencies between Outcomes​
• Associate Work or Strategic Programs​
• Outcome Roadmap​
• Outcome Baselines​
• Outcome Financial Plans​
• Financial Maintenance

REQUIREMENTS

• Beginner level Planview platform knowledge required.
• Complete the Introduction to Planview Portfolios: Concepts and Navigation e-Learning course.
• Complete the Introduction to Planview Portfolios: Managing Outcomes e-Learning course.
• Fundamental understanding of Product Management methodologies.

COST

• Private on-site or virtual training is available, email trainingrequests@planview.com to receive a quote.