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PS Manager Level 1
Portfolio Management

The fundamental training that every PS Portfolio Manager needs.

No More Trial & Error

Most PS Executives spent years learning how to manage a professional services business through trial and error. PS Principles has worked with several clients streamline the development of PS Managers.

 

Portfolio Manager training is a 2-day event targeted at helping first level PS Managers identify and develop the skills they need to successfully act as project sponsors.

CURRICLUM OVERVIEW

Wall of ideas

Operational Cadence

Each participant builds their own operational cadence based on their roles and responsibilities.

Construction Manager

Effective Project Sponsorship

Guidance on how to inspect the progress of projects and work with customers and project managers to ensure success.

Working with Financial Documents

Services-based P&L

Understand a services -based P&L and how specific business conditions impact profitability.

Brainstorming

Escalation & Communication

How to communicate and escalate project issues within your own organization and with customers directly.

Colleagues at Work

Services Sales

An overview of how to participate in a PS Sales cycle in a Product or Consulting company.

Rafting Team

Building High Performance Teams

How to identify and retain talent while avoiding the impact of consultant burnout.

Built from Experience
Customized to Your Needs

Our Portfolio Manager training was developed not just from our own years of experience as PS Executives but by working with customers to identify what PS Portfolio Managers need to learn when they begin their management career. Each training delivery is discussed with the PS Executive in charge of the P&L prior to delivery so that our content is complete alignment with your company definitions and policies.

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