Most recovery effort on claims automation projects is spent on problems that were visible early. A schedule for this part of project and portfolio delivery without a critical path is a wish list with dates. Ambition around the project and portfolio delivery capability outruns capacity unless the sequencing is deliberate. It treats claims automation projects as an operating discipline and equips participants to run it as one. Discussion is anchored to worked examples of this strand of project and portfolio delivery rather than to abstract argument. Field experience suggests that the barrier to better the project and portfolio delivery capability is rarely technical. The programme builds the judgement to know which parts of claims automation projects to standardise and which to leave flexible. The material serves both public bodies and commercial organisations dealing with this area of project and portfolio delivery. Work concludes with a self-assessment of the project and portfolio delivery discipline that participants can repeat annually.
Expected Learning Outcomes
✓
Manage stakeholders of claims automation projects according to influence and interest.
✓
Design the governance and decision rights for claims automation projects.
✓
Prepare a short, evidence-based briefing on claims automation projects for senior management.
✓
Establish quality acceptance criteria for the deliverables of claims automation projects.
✓
Recover claims automation projects when it is behind, without pretending it is not.
✓
Establish escalation routes for claims automation projects that work outside normal hours.
✓
Test the organisation's response to claims automation projects under conditions that are less than ideal.
Who Should Attend
✓
Planners and schedulers building the timeline for claims automation projects.
✓
Business change managers handling adoption of claims automation projects.
✓
Operations staff who encounter the consequences of claims automation projects directly.
✓
Project sponsors accountable for the outcome of claims automation projects.
✓
Managers of multi-site operations seeking consistency in claims automation projects.
✓
Technical leads delivering work packages within claims automation projects.
Course Modules
Open any module to see its sessions and topics.
01
Claims automation projects: governance, gates and decision rights
2 sessions · 8 points
Session 1Managing suppliers delivering part of claims automation projects
Rehearse the briefing on claims automation projects that would follow an incident.
Arrange the handover of claims automation projects so capability survives staff changes.
Establish what evidence demonstrates claims automation projects is under control.
Identify the critical path through claims automation projects and the float elsewhere.
Session 2Handing over claims automation projects and proving the benefit
Confirm that those complying with claims automation projects understand why it exists.
Verify six months later that changes to claims automation projects have held.
Set the change control process for claims automation projects and require cost and time impact.
Register the risks to claims automation projects with owner, probability and impact.
02
Claims automation projects: handover, benefits and lessons
2 sessions · 8 points
Session 1Reviewing claims automation projects when nothing has gone wrong
Set out the decisions in claims automation projects that require sign-off and by whom.
Establish who is informed, consulted and accountable in claims automation projects.
Estimate claims automation projects using two independent methods and reconcile the difference.
Plan handover of claims automation projects to the team that will operate it.
Session 2Getting other functions to support claims automation projects
Build the competence framework that supports claims automation projects.
Rank the weaknesses in claims automation projects by consequence rather than by ease of fixing.
Identify single points of dependency in claims automation projects and reduce them.
Archive the decision record for claims automation projects so successors understand it.
03
Claims automation projects: estimating cost and effort
2 sessions · 8 points
Session 1Pricing every change to claims automation projects
Write the scope statement for claims automation projects including explicit exclusions.
Define how the benefit from claims automation projects will be measured after closure.
Map stakeholders of claims automation projects by influence and current level of support.
Prepare the recovery plan for claims automation projects before it is needed.
Session 2The decisions in claims automation projects that cannot be delegated
Build reporting on claims automation projects that surfaces problems while they are small.
Write down the assumptions underpinning the approach to claims automation projects.
Define the trigger that would require claims automation projects to be redesigned.
Define the decision gates for claims automation projects and what evidence each requires.
04
Claims automation projects: progress measurement and early warning
2 sessions · 8 points
Session 1The risks to claims automation projects nobody wants to raise
Measure progress on claims automation projects by value earned, not tasks ticked.
Collect evidence on the present handling of claims automation projects before proposing changes.
Plan the sequence in which improvements to claims automation projects will be introduced.
Set escalation thresholds for claims automation projects that work out of hours.
Session 2Decision gates on claims automation projects that can actually stop it
Identify where judgement in claims automation projects is legitimate and where it is not.
Manage supplier performance on claims automation projects against contract, not goodwill.
Review at each gate whether claims automation projects should continue at all.
Compare resource demand from claims automation projects against other commitments.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
Workshop or Program Participation
Airport Transfers
Customized Badge
Expert Mentorship (Private Sessions)
Supervision & Secretarial Services
Accredited Certificate of Participation
Complete Training Kit
Coffee Break
Closing Ceremony
Gold Package
At least 3 people
USD1,850
5-night stay in a 5-star hotel
Workshop or Program Participation
Airport Transfers
Customized Badge
Expert Mentorship (Private Sessions)
Supervision & Secretarial Services
Accredited Certificate of Participation
Complete Training Kit
Coffee Break
Closing Ceremony
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