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Hands-on Workshop
for Team Leaders and Professionals

Practical Planning Tools
Using Harvard University Global System Tools and Framework


Ottawa-Gatineau Campus (Canada):
Located near the scenic Gatineau Park, our campus is about 15-minute drive from downtown Ottawa
and about an hour direct flight from LaGuardia Airport, New York.



  Workshop Objectives

This is a rare opportunity for you and your team to learn powerful, yet easy-to-use tools and techniques that can help you secure a clear mandate, define project scope and track progress, anticipate change, establish continuous risk management, define role, prevent a host of frequent work-related conflicts, facilitate the communication of complex concepts, and much more! By walking you step-by-step through a series of proven Harvard University Global System (HUGS) practical tools and work-simplification templates, your workshop leader will engage you in interactive tasks with your fellow participants in an atmosphere of cooperation. Bring your own project and experience the unique power of HUGS work instruments in helping you and your team members address real-life situations, brainstorm tough questions, and raise frequently neglected issues before they turn into serious problems. You will, thus, practice the skills essential to successful planning, and learn to develop the necessary documentation to support good decision making, tracing, auditing and governance. The course materials, including Harvard University Global System (HUGS) tools and templates, are an integral part of the documentation used by graduate students in the Master Degree in Project Management (M.Sc.-P.M. and MGP). They have been found equally helpful by candidates preparing either a MBA or the Project Management Professional (PMP) Certification of the Project Management Institute (PMI). Bottom line: You will be more protected and better equipped with a complete framework to make informed decisions, work smarter and be a more productive, proactive and professional team leader, both in planning and in execution.

  Detailed Outline: 3 Days; 2.25 C.E.U.

1. Harvard University Global System

  • Purpose: work simplification, team productivity, effective project management and timesaving
  • The tools and templates: worldwide applications

2. How to Define Work Scope and a Clear Mandate

  • Critical success factors
  • Harvard Project-Scope Definition Tool
  • Continuous risk management
  • Effective performance evaluation framework
  • Personal exercise and teamwork

3. How to Create the Best Set of Deliverables

  • Capitalizing on the heritage of two established professions: medicine and defense
  • Harvard Project Strategy Grid
  • Personal exercise and teamwork

4. How to Assign Clear Roles & Prevent Conflicts

  • Harvard Responsibility & Accountability Chart
  • Exercise: Charting responsibility and accountability
  • How to reduce usual delays in getting approvals

5. Coaching Sessions: Working on Your Project

  • Validating objectives
  • Stakeholders' Analysis session
  • Defining the value chain
  • Continuous risk management
  • Evaluation process
  • Project-scope integration
  • Brainstorming innovative options for the best combination of deliverables
  • Anticipating and mitigating transition risks
  • Assigning clear roles; preventing conflicts

6. Exercises, Teamwork, Synthesis & Conclusion

  Workshop Leader: Alain Martin

Alain Paul Martin

  Books, Hand-outs, Road Maps & Course Materials of Exceptional Value

As a participant, you will receive cutting-edge practical course materials, most of which are not available elsewhere. These include:

  • A. P. Martin's latest book: Harnessing the Power of intelligence, which includes several tools to analyze the stakeholders, and identify project opportunities and risk early and before they on the radar of competitors
  • A. P. Martin's book: A 2004 advanced essay on risk management
  • A comprehensive workbook on the topics discussed in the class
  • The Complete Harvard Road Map on strategy featuring both ongoing and sequential tasks that no manager can ignore
  • A step-by-step Risk Management Road Map
  • A step-by-step Time Management Road Map to plan your year, month, week and day
  • A Professional Template to formulate strategy and manage resistance to change
  • A step-by-step Template used to define projects and manage complex change
  • A Practical Responsibility-Charting Tool to clarify your various roles in all projects and assignments
  • The latest Harvard® Planner
  Duration, Locations, Fees and CEU Value
  • Duration: 3 days from 8:30 a.m. to 4:30 p.m.
  • Value in Continuing Education Units: 2.25 CEU
  • Locations:
    • Call us for U.S. locations in Cambridge (MA) and New York (NY).
    • Canada: PDI Conference Center in Ottawa-Gatineau National Capital area. Free parking. Note: Our Ottawa-Gatineau campus is located about an hour direct flight from LaGuardia Airport (New York). Directions available at www.executive.org/directions
  • Tuition Fees:
    • Regular fees: $1095, Government: $1045. Add taxes for non tax-exemptes participants
    • Group fees for 3 or more delegates: $995 per participant. Add taxes for non tax-exemptes participants
    • Fees include books, hand-outs, road maps and other course materials of exceptional value (see above), a daily continental breakfast, a light luncheon plus hot and soft drinks twice a day.
  Hotel Accommodation for Out-of-Town Participants

For overnight accommodation, several hotels are located within 10 to 20-minute drive including Hilton, Ramada Inn, Westin, Fairmont Chateau Laurier, Marriott, Sheraton, Delta, Holiday Inn, Days Inn, Best Western, Cartier Place Suite Hotel, Lord Elgin Hotel, and Minto Place Suite Hotel. Click here for detailed information about hotels.

  Registration and Cancellation Procedures

How to Register: Please register by phone or fax and pay in advance by cheque or credit card.
Send your cheque payable to: The Professional Development Institute PDI Inc.
Fees include books, hand-outs, road maps and other course materials of exceptional value (see above), a daily continental breakfast, light luncheon plus hot and soft drinks during the morning and afternoon pauses, but exclude hotel accommodation (if required).

Cancellation Policy: Participants registering as a group must send substitutes in lieu of cancelling.
For other clients, cancellations are accepted if made at least 10 working days prior to the course, and are subject to a $100 service charge per person. Full fees are payable by anyone who fails to attend or cancels less than 10 working days prior to the session. One substitution or transfer to a later course of the same duration is allowed.

  Personal Comfort, Dress Code and Photo Session

The dress code is business casual at your discretion. Trust your judgment. When unsure, err on the side of caution. If overdressed, you can remove a tie or a jacket and roll up your sleeves. Members of the Canadian Forces and the U.S. defense community can, at their discretion, either dress casually or keep the uniform.

You will be reminded the first day to dress the way you feel most comfortable for a photo session the next morning.

Although every effort will be made to ensure a pleasant learning environment including a suitable temperature, we recommend you bring a sweater or a jacket to the classroom as individual comfort zones differ and sudden variations in the weather can temporarily affect air conditioning.

Also please kindly refrain from using strong fragrances during the session in order to accommodate your fellow participants who suffer from asthma.

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