Who it's for
Designed around these roles
New project leads, supervisors, functional managers and cross-functional teams responsible for business initiatives.
Purpose
Give cross-functional work a clear scope, owner and next decision.
Build a practical foundation for coordinating a project. Make outcomes, dependencies, risks and escalation visible before the work becomes a series of urgent status requests.
- Best for
- New project leads, supervisors, functional managers and cross-functional teams responsible for business initiatives.
- Planned outputs
- 3 draft outputs for your team to review
- Topics
- 6 topics of learning and practice
- Formats
- Online, Onsite, Hybrid
- Engagement
- Standalone workshop or a module in a wider engagement
At a glance
Why teams take this workshop
Challenges this workshop addresses
Work starting without agreed scope
Dependencies discovered too late
Status reports that hide decisions and risks
How the workshop works
From your challenge to working material
Follow how the topics build towards each planned output. Select a stage or a topic to step through it.
Learning outcomes
What your team leaves with
The outputs below are proposed workshop deliverables: drafts and working tools for your team to review and develop. Final scope is agreed before an engagement. Business results depend on subsequent decisions, implementation and context.
- Output 1A draft project charter with outcomes, scope and responsibilities.
- Output 2A milestone and dependency plan for a defined initiative.
- Output 3A working risk, change and escalation log.
Workshop outline
Topics and the outputs they feed
The outline below shows the learning scope. Sequence, depth and timing are agreed during scoping.
| Session | Topic | Builds towards |
|---|---|---|
| 01 | Project purpose, outcomes and scope | A draft project charter with outcomes, scope and responsibilities. |
| 02 | Stakeholders, roles and decision ownership | A draft project charter with outcomes, scope and responsibilities. |
| 03 | Work breakdown, milestones and dependencies | A milestone and dependency plan for a defined initiative. |
| 04 | Risk, assumptions and escalation | A milestone and dependency plan for a defined initiative. |
| 05 | Change control and useful status reporting | A working risk, change and escalation log. |
| 06 | Closure, handover and lessons learned | A working risk, change and escalation log. |
01
- Topic
- Project purpose, outcomes and scope
- Builds towards
- A draft project charter with outcomes, scope and responsibilities.
02
- Topic
- Stakeholders, roles and decision ownership
- Builds towards
- A draft project charter with outcomes, scope and responsibilities.
03
- Topic
- Work breakdown, milestones and dependencies
- Builds towards
- A milestone and dependency plan for a defined initiative.
04
- Topic
- Risk, assumptions and escalation
- Builds towards
- A milestone and dependency plan for a defined initiative.
05
- Topic
- Change control and useful status reporting
- Builds towards
- A working risk, change and escalation log.
06
- Topic
- Closure, handover and lessons learned
- Builds towards
- A working risk, change and escalation log.
Engagement paths
Two ways to run this workshop
Our team will tailor the case complexity to the participants' responsibilities and the kind of projects they lead.
Standalone workshop
Use a practical workshop to structure a defined initiative or case. This is not certification preparation or a claim of professional-development accreditation.


