Planning Investment Fund Launch and Portfolio Structuring Projects

Learn to design, measure and defend your organisation's approach to investment fund launch projects.

📍 Cairo🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

The estimate for investment fund launch projects that nobody challenged is usually the one that fails. Projects involving launch projects are rarely late all at once; they are late a day at a time. It suits anyone whose decisions touch the project and portfolio delivery discipline, in large organisations and small ones alike. Moving investment fund launch projects from written policy into daily practice is not achieved by a single decision. Participants gain a realistic view of what this strand of project and portfolio delivery costs and what it returns. Applied research in project and portfolio delivery consistently shows that early structure around launch projects reduces downstream rework. Participants apply investment fund launch projects to their own project throughout, so the output is directly usable. The course gives participants a defensible structure for launch projects and the judgement to adapt it. The programme ends where implementation begins, with this area of project and portfolio delivery broken into steps someone can start on Monday.

Expected Learning Outcomes

01

Estimate what investment fund launch projects costs to run properly, and what is lost when it is not.

02

Assess whether launch projects should continue at each decision gate.

03

Structure records of investment fund launch projects so that they answer the questions an auditor will actually ask.

04

Establish what evidence would demonstrate that launch projects is under control.

05

Identify and quantify the risks to investment fund launch projects and assign owners.

06

Control change to launch projects so every variation has a price and a decision.

07

Close investment fund launch projects properly and capture lessons while they are still accurate.

Who Should Attend

01

Business change managers handling adoption of investment fund launch projects.

02

Project and programme managers whose delivery depends on launch projects.

03

Risk managers supporting investment fund launch projects.

04

Cost engineers and project controls staff on launch projects.

05

Managers with direct responsibility for investment fund launch projects within the project.

06

Client and stakeholder representatives monitoring launch projects.

Course Modules

01

Investment fund launch projects: governance, gates and decision rights

2 sessions · 8 points

Session 1Recovering investment fund launch projects when it is behind

  • Agree the smallest change to investment fund launch projects that would be visibly useful.
  • Map the handovers in launch projects between functions and secure them.
  • Draft the minimum viable delivery plan for investment fund launch projects.
  • Review at each gate whether launch projects should continue at all.

Session 2Estimating launch projects without anchoring on the answer wanted

  • Define acceptance criteria for each deliverable of investment fund launch projects.
  • Write the scope statement for launch projects including explicit exclusions.
  • Set out how exceptions to investment fund launch projects are requested and approved.
  • Map stakeholders of launch projects by influence and current level of support.
02

Launch projects: handover, benefits and lessons

2 sessions · 8 points

Session 1Closing launch projects and capturing what was learned

  • Define how the benefit from investment fund launch projects will be measured after closure.
  • Close out actions on launch projects rather than leaving them open indefinitely.
  • Rehearse the briefing on investment fund launch projects that would follow an incident.
  • Set the change control process for launch projects and require cost and time impact.

Session 2The paperwork for launch projects that is actually needed

  • Confirm that contractual obligations around investment fund launch projects are understood.
  • Compare resource demand from launch projects against other commitments.
  • Estimate investment fund launch projects using two independent methods and reconcile the difference.
  • Plan handover of launch projects to the team that will operate it.
03

Launch projects: change control and variation

2 sessions · 8 points

Session 1Keeping stakeholders of launch projects genuinely supportive

  • Identify where judgement in investment fund launch projects is legitimate and where it is not.
  • Manage supplier performance on launch projects against contract, not goodwill.
  • Arrange the handover of investment fund launch projects so capability survives staff changes.
  • Establish who is informed, consulted and accountable in launch projects.

Session 2Keeping investment fund launch projects alive after the initial push

  • Archive the decision record for investment fund launch projects so successors understand it.
  • Prepare the response for the most likely failure in launch projects.
  • Define the decision gates for investment fund launch projects and what evidence each requires.
  • Identify the critical path through launch projects and the float elsewhere.
04

Launch projects: progress measurement and early warning

2 sessions · 8 points

Session 1Pricing every change to launch projects

  • Compare the cost of investment fund launch projects with the cost of its absence.
  • Register the risks to launch projects with owner, probability and impact.
  • Prepare the recovery plan for investment fund launch projects before it is needed.
  • Build the internal briefing that explains launch projects to those affected.

Session 2The hard cases in launch projects and how to reason about them

  • Hold a lessons session on investment fund launch projects while memory is accurate.
  • Agree the indicators that will show whether launch projects is improving.
  • Distinguish symptoms from causes when investment fund launch projects underperforms.
  • Assign responsibility for keeping documentation of launch projects current.

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

Complete your registration

We will contact you within one business day to confirm.