This is where things become very specific to you and your organisation, depending on where you are right now and what risks you need to manage.

This example shows how your initial goal could differ from the goals of others in a similar situation.


Let’s say you want to tender for a project that could take your company to the next level. You know you will need help planning your submission and understanding how to run things if you do get the deal. Your initial training goal could be one or more of these:

  • To understand what it would take to run such a project with your current team, and where you could run into trouble if you decide to take it on.
  • To produce a high-level Work Breakdown Structure and Network Diagram as a basis for estimating the time and resources needed for the project.
  • To determine the steps needed to create and maintain accurate reports of the project’s status, in such a way that everyone knows what’s happening, and how to respond when things start looking risky.
  • To understand what it would take to manage more than one such project at the same time.
  • To start getting everyone in your team into the habit of telling each other what’s really going on.

Setting a goal for the training is difficult if you don’t know what it would take to reach the goal. If you insist that you want all of the above in a half-day workshop next Tuesday, we’ll help you trim your list of requirements, or suggest a longer engagement! In short, we help you define the goal, taking into account your available time and money, your team’s prior knowledge, and so on.

NEXT STEP 4 | Train accordingly

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