On-Site Customized Workshops


1. Leadership/Senior Management Workshop

  • Improvement possibilities in projects
  • The three rules of Critical Chain
  • Concerto software walk-through
  • High level solution (policies, processes and practices)
  • Implementation targets
  • Core team nomination

2. Concerto Critical Chain and Solution Design

  • Planning and execution challenges
  • Uncertainties and their impact
  • The project vicious cycle
  • Work Time versus Total Cycle Time
  • The three rules of Critical Chain
  • Overview of Concerto software
  • Management Solution Design
    • How the three rules are applied
    • Management processes
    • Data model and software usage
    • Key changes
    • Roles and responsibilities
  • Operational Measurements

3. Implementation Planning and Management

  • Implementation goals
  • Implementation obstacles based on solution design
  • Implementation activities and checklists
  • Implementation roles and responsibilities
  • Implementation management and review processes

4. Concerto Installation and System Administration

  • Overview of the Concerto database, Web Server, Application Server, desktop clients and web clients
  • Installation and testing with Realization's test data and client’s sample data
  • Logging of results and diagnosing problems
  • User setup and administration
  • Setting up various policies
  • Setting up and monitoring batch processes
  • Data backup and archiving

5. Concerto Project Planning

  • Creating project networks and resource sheet
    • Network design considerations
    • Entering project information
    • Defining tasks and dependencies
    • Using checklists
    • Estimating task durations
    • Assigning resources
    • Creating calendars
    • Mitigating risks
  • Hands-on building and validation of project networks
    • Project's intermediate objective
    • Project's final objective
    • Project risks, obstacles and constraints
    • Building and validating the network
  • Critical chain analysis and buffering
    • Buffer sizing and placement
    • Identifying the Critical Chain in project
    • Cycle time analysis and What-Ifs
  • Submitting projects to Concerto database
  • Advantages and disadvantages in project templates
  • Retrieving and modifying templates
  • Project re-planning
  • Modeling tips and guidelines
    • Standard and advanced options
    • Microsoft Project variables

6. Concerto Pipeline Planning

  • Advantages of staggering projects
  • Concerto process and role of the Master Scheduler
  • Creating a global resource file in Concerto
    • Resource skill pools
    • Resource hierarchies
    • Calendars
  • Pipeline analysis and planning with real projects
    • Planning Horizon
    • Load to capacity profiles
    • Identifying and selecting constraints / drums
    • Getting projected dates and testing impact
    • Accommodating project priorities
    • Using capacity buffers
    • Using Duration Reduction
  • Committing plans to the central database

7. Concerto Execution Management

  • Task Managers
    • Following task priorities
    • Active task management
      • Task preparation
      • Issue resolution
    • Managing and updating remaining durations
  • Project Managers — Buffer recovery planning and management
  • Resource Managers —Identifying and resolving bottlenecks

8. Concerto Overview

  • Task Management Overview
  • Project Management Overview
  • Resource Management Overview
  • Portfolio and Pipeline Status

9. Concerto Advanced Concepts

  • Five focusing steps of TOC
  • Project and resource modeling case studies
    • Modeling tips and guidelines
    • Different types of project configurations
    • Different ways to model resources
    • Level of details (task granularity)
  • Implementation diagnostics
  • Troubleshooting and analysis
  • Hands-on exercises in Concerto Web setup
    • System parameters
    • Report integration
    • Users and privileges
    • Data maintenance
    • Report customization
  • Group assignment (output is a complete database of projects, pipelined and buffer managed)
    • Analysis and high level solution design
    • Determine project and resource model
    • Detail out the management processes
    • Build Concerto database to demonstrate data model and management processes
  • Process of ongoing improvement
    • Using delay reasons and the optional Execution Analysis module
    • Using the five focusing steps of TOC