
What a project actually is, and its four stages
Delivering a result rather than running an activity
The role of the project manager and the main challenges of the job
The PMBOK 7 principles and performance domains, applied in practice
Collecting the ideas and building the business case
Developing the project charter
Cost-benefit analysis and the documentation
Selecting which project actually gets implemented
Who your stakeholders are, including the ones nobody listed
Compiling and prioritising the list
Ways of engaging them
Assessing influence and interest, and planning engagement
Establishing that the project is needed at all
Defining the start and end points
Defining the boundaries and documenting assumptions
The development approach and life cycle domain
Breaking the project into parts and labelling them
Describing the plan as a diagram
Identifying risks at the planning stage
Time planning and the network diagram
Time planning methods and determining durations
Displaying the schedule, including the Gantt chart
Identifying who is involved
The human resources matrix and the team domain
Project cost and the different types of it
The three stages of a project budget
Identifying risk factors and assessing them
Managing risk under the uncertainty domain
Building the structure for the project
Working in a matrix environment, where nobody reports to you
Defining roles and responsibilities, and allocating tasks
Kicking off and running the team
What project control actually consists of
The system for reporting progress and monitoring spend
Handling deviations before they become news
Project meetings and the communications plan
Planning the closure rather than letting it trail off
Administrative matters
Surveying the results
Bringing all the principles and domains together at the end
What a strategic plan contains, and how it differs from operational planning
The five-step plan
The strategic planning model
Why a portfolio without one is just a list of active projects
The project plan for the planning work itself
Choosing who owns the strategic plan
Creating and training the planning team
Selecting key participants and running the first meeting
Establishing where the organisation actually is
Reviewing structure, mission, vision and principles
Stakeholder analysis and the external environment scan
Gap analysis and the recommendations that come out of it
Shaping the desired future state
Identifying participants and selecting a facilitator
Preparation and handouts
Day one on the starting point, day two on the target
Defining the strategic plan and the desired outcomes
Finalising the document
Communicating it to employees
The implementation plan that follows
Developing the performance metrics for the plan
Naming the people accountable
Allocating resources across the portfolio
Executing against milestones and supporting the strategy afterwards
Agile basics and artefacts
How it differs from the classical approach
Where agile applies and where it does not
The product owner role, working with a team and with internal customers
Product vision and prototype
The minimum viable product
Customer needs and product features
The roadmap
Creating a Kanban board and automating it
Filling the backlog
Prioritising it, which is the actual portfolio decision
Sprint planning and story points
How often to launch
The launch plan
What changes for very large-scale launches
The daily meeting and how to keep it short
Reviewing sprint results
Sprint planning meetings
Agile in recruitment and in training
Agile in rewards and talent management
Agile in automation projects
Choosing the functions where it genuinely pays off
The four superpowers of OKR
Where the method came from and how it was born at Intel
The basic principles
Why it fits a portfolio better than an annual plan
The planning cycle
The goal-setting format
Synchronising goals across teams and programmes
Training the management layer first
Training employees
Running the first goal-setting meeting
Regular OKR meetings
Using one-on-ones to keep goals alive
Updating objectives mid-cycle
The debrief on what was achieved
Presenting results to employees
Extracting the lessons before the next cycle starts
How Google and Intel run it
MyFitnessPal
Preply and iDeals, from the inside
This course contains the use of artificial intelligence.
Every organisation that struggles to finish projects is running more of them than it has people for, and every single one was approved by someone reasonable.
That is the portfolio problem. It is not a delivery problem, and hiring a better project manager does not fix it.
Where the portfolio breaks
Initiatives get approved one at a time, each on its own merits, and nobody ever looks at the total. The business case is written to get funding rather than to describe a decision, so it is optimistic in exactly the places that matter. Priorities exist but they are not ordered, which means everything is priority one and the sequencing gets decided by whoever asks most persistently. Risks are logged in a register that is opened at the start of a programme and again during the post-mortem. And a project finishes successfully while nobody can say what changed in the business as a result.
How the course is built
Forty lessons in five parts. Single-project delivery first, because a portfolio is made of these and you cannot govern what you cannot run. Ten lessons on PMBOK 7: the business case and charter, stakeholder analysis, scope and boundaries, work breakdown, the network diagram and Gantt, the three stages of a budget, the matrix environment where nobody reports to you, control and reporting, and a proper closure.
Then where a portfolio comes from at all. Strategic planning, the baseline assessment with stakeholder analysis and gap analysis, the two-day strategy session run properly, and turning the output into a plan with owners and resources. This is the section that determines which initiatives should have existed in the first place.
Cadence, alignment and risk
Then agile delivery, and specifically backlog prioritisation, which is where portfolio decisions actually get made week to week. Kanban, sprint planning, story points, MVP scoping, launch cadence and the meetings that keep it running.
Then OKR as the alignment layer across programmes: the cycle, goal format, synchronisation between teams, running and closing a quarter, tooling, and the links to review and pay so that outcomes reach the people who delivered them. Cases from Google, Intel, Preply and iDeals.
And finally risk, which gets ten lessons because portfolios fail there. ISO 31000, the risk heat map and hierarchy, escalation, the 4I model, the cognitive biases inside your own estimates, top-management risk with its warning signs, the three lines of defence, and a decision-making checklist.
Who is teaching this
Mike, the number one HR instructor on Udemy. More than 1.6 million course enrolments, over 150,000 professionals trained, PHRi and SHRM-CP certified, HRCI representative in more than 10 countries. I built the people function of the unicorn Preply and worked at Wargaming, Alfa-Bank and iDeals. The OKR section includes the Preply and iDeals rollouts, and both of them took two cycles before they worked.
What is included
Lifetime access to all course materials
Active instructor support in the Q&A section
Udemy Certificate of Completion
Practical assignments and real business cases
A section with additional courses, tools and resources
Where to start
List every initiative currently running in your organisation, with the name of the person accountable for each one. If the list is longer than you expected or some names repeat too often, you have found the reason nothing finishes. Enrol now and start the first lesson today.