Manage dependencies between open banking transformation projects and other initiatives.
Managing Transformation Projects Towards Open Banking Services
Move open banking transformation projects from general awareness to a repeatable, reviewable practice.
Course Overview
Stakeholders withdraw support for open banking transformation projects quietly before they withdraw it formally. Projects involving transformation projects are rarely late all at once; they are late a day at a time. Mature organisations treat the practice within project and portfolio delivery as a standing capability rather than a project that finishes. Teams frequently over-invest in documenting open banking transformation projects and under-invest in testing it. Participants gain a clear basis for measuring what the project and portfolio delivery discipline has actually achieved. It suits anyone whose decisions touch transformation projects, in large organisations and small ones alike. The course gives participants a defensible structure for open banking transformation projects and the judgement to adapt it. Cases are chosen to expose the trade-offs in transformation projects rather than to illustrate ideal conditions. The final module sets out how progress on this area of project and portfolio delivery will be evidenced six months later.
Expected Learning Outcomes
Set acceptance criteria for transformation projects before work begins rather than after.
Reduce avoidable variation in how open banking transformation projects is carried out across teams.
Track progress on transformation projects by earned value rather than by activity completed.
Plan resource and capacity for open banking transformation projects against other commitments.
Define the scope and boundaries of transformation projects so that responsibility for it is unambiguous.
Estimate cost and effort for open banking transformation projects using more than one method.
Who Should Attend
Quality staff verifying that open banking transformation projects performs as designed.
Contract and procurement staff supporting transformation projects.
Programme and portfolio managers overseeing open banking transformation projects.
Consultants and advisers supporting clients on transformation projects.
Technical leads delivering work packages within open banking transformation projects.
Client and stakeholder representatives monitoring transformation projects.
Course Modules
Open banking transformation projects: schedule, critical path and realistic duration
2 sessions · 8 pointsSession 1Estimating open banking transformation projects without anchoring on the answer wanted
- Manage supplier performance on open banking transformation projects against contract, not goodwill.
- Review whether transformation projects is aligned with the objectives of the project.
- Write the scope statement for open banking transformation projects including explicit exclusions.
- Distinguish symptoms from causes when transformation projects underperforms.
Session 2Measuring progress on transformation projects honestly
- Define how the benefit from open banking transformation projects will be measured after closure.
- Write down the assumptions underpinning the approach to transformation projects.
- Review at each gate whether open banking transformation projects should continue at all.
- Define the trigger that would require transformation projects to be redesigned.
Transformation projects: handover, benefits and lessons
2 sessions · 8 pointsSession 1Writing the scope of transformation projects including what is excluded
- Define the decision gates for open banking transformation projects and what evidence each requires.
- Estimate transformation projects using two independent methods and reconcile the difference.
- Register the risks to open banking transformation projects with owner, probability and impact.
- Set escalation thresholds for transformation projects that work out of hours.
Session 2What to measure in transformation projects and what to ignore
- Record what was learned when open banking transformation projects did not go as planned.
- Compare resource demand from transformation projects against other commitments.
- Hold a lessons session on open banking transformation projects while memory is accurate.
- Measure progress on transformation projects by value earned, not tasks ticked.
Transformation projects: governance, gates and decision rights
2 sessions · 8 pointsSession 1Closing out transformation projects and capturing what was learned
- Test the procedure for open banking transformation projects against a realistic scenario.
- Reduce the variation in how transformation projects is carried out between teams.
- Identify the critical path through open banking transformation projects and the float elsewhere.
- Plan handover of transformation projects to the team that will operate it.
Session 2Pricing every change to open banking transformation projects
- Collect evidence on the present handling of open banking transformation projects before proposing changes.
- Prepare the response for the most likely failure in transformation projects.
- Map the handovers in open banking transformation projects between functions and secure them.
- Define acceptance criteria for each deliverable of transformation projects.
Transformation projects: stakeholders, communication and support
2 sessions · 8 pointsSession 1Where transformation projects typically breaks, and why
- Rank the weaknesses in open banking transformation projects by consequence rather than by ease of fixing.
- Establish who is informed, consulted and accountable in transformation projects.
- Draft the minimum viable delivery plan for open banking transformation projects.
- Compare the cost of transformation projects with the cost of its absence.
Session 2Handing over transformation projects and proving the benefit
- Agree the escalation threshold for open banking transformation projects in advance.
- Establish the boundary of transformation projects and record what sits outside it.
- Prepare the recovery plan for open banking transformation projects before it is needed.
- Archive the decision record for transformation projects so successors understand it.
Choose the package that suits you
Silver Package
At least 3 people
- 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
- 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
Complete your registration
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