Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Define consulting assignments and review professional service delivery.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final professional services engagement plan.

Learning Outcomes

Assess assignment objectives and scope definition.

Evaluate selection criteria and engagement planning.

Apply a structured approach to deliverable reviews and stakeholder coordination.

Develop recommendations for performance issues and knowledge transfer.

Prepare and present a professional services engagement plan.

Who Should Attend

Project managers, program coordinators, PMO professionals and project sponsors.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Assignment objectives and scope definition working brief – proposed exercise document.

Selection criteria and engagement planning working brief – proposed exercise document.

Deliverable reviews and stakeholder coordination working brief – proposed exercise document.

Performance issues and knowledge transfer working brief – proposed exercise document.

Professional services engagement plan – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Assignment objectives and scope definition

Define the context, assess current practices and identify the key decisions relating to assignment objectives and scope definition.

Practical output: Assignment objectives and scope definition working brief

Day 2 – Selection criteria and engagement planning

Interpret sample information, compare suitable approaches and document assumptions for selection criteria and engagement planning.

Practical output: Selection criteria and engagement planning working brief

Day 3 – Deliverable reviews and stakeholder coordination

Apply structured tools to an anonymized case and develop recommendations for deliverable reviews and stakeholder coordination.

Practical output: Deliverable reviews and stakeholder coordination working brief

Day 4 – Performance issues and knowledge transfer

Review responsibilities, risks and follow-up measures through a practical exercise on performance issues and knowledge transfer.

Practical output: Performance issues and knowledge transfer working brief

Day 5 – Consultancy engagement case

Integrate the course learning into a practical assignment on consultancy engagement case; present recommendations and an implementation roadmap.

Practical output: Professional services engagement plan