Advanced IT: Strategy, Client/Product/Process Management

Date:

Completed the Advanced IT program at IT-Tuning, focusing on strategy development, client relationship management, product management, and process optimization. This comprehensive course was led by a team of industry experts including Sergiy Povolyashko, Vera Shatskaya, Anastasia Novikova, Elena Lubchak, Sergey Dovgopolyi, and Elena Reshetnyak.

AdvanceIT is a joint project of two Kharkiv educational institutions specializing in IT management - IT-Tuning & PM School.

The AdvanceIT course aims to elevate client relationships and business orientation to a significantly new, advanced level. It can be characterized as Client and Business oriented. For this, we have selected a unique combination of materials and trainers. We help participants expand their knowledge and skills in areas related to the provision of IT services.

The following areas are covered

  • Proper project initiation with motivating contractual support
  • Economics and finance for both projects and companies
  • Product lifecycle management
  • Using metrics beneficially for business
  • Soft skills for solving complex client issues, including the client’s perspective
  • Business expansion through additional sales
  • And much more

The course is highly practical, with all trainers having many years of experience in their fields as well as in training activities. The program’s foundation is the acquisition of practical skills and the development of relevant soft skills.

The program covered

  • IT strategy development and implementation
  • Client relationship management and communication
  • Product vision, roadmap, and lifecycle management
  • Process optimization and efficiency improvement
  • Team leadership and management in IT contexts
  • Resource allocation and prioritization
  • Performance metrics and KPI development
  • Agile and traditional project management methodologies
  • Risk management and mitigation strategies

Course Program

Date and Time Topic Trainer
10.05.16 09:00 - 12:00 Rational Project Initiation. Pre-Contract Stage
Basic Definitions
Composition of the Pre-Contract Stage
What to Ask the Client
Defining the Approach to Project Execution and Development
Team Composition Selection
Where to Record and How to Agree: What We Do, How We Do It, Who Will Manage What
Familiarization with Contract Documentation
Project Initiation Process
Sergiy Povolyashko
12.05.16 09:00 - 12:00 Managing Expectations and Communications
Identification and Analysis of Project Stakeholders
Communication Formats
Managing Expectations
Communication Plan
Getting Feedback from Stakeholders
Effective Communication Skills
Benefits of Visibility: Project and Personal
Sergiy Povolyashko
17.05.16 09:00 - 12:00 Types of Contracts. Features, Applicability, Selection
Contracts: Applicability, Cases
Fixed Price
Cost Reimbursable (T&M, DDC)
Project and Process Management with Fixed Price
Typical Problems, Their Causes and Solutions
Requirements Management
Risk and Issue Management
Change Management
Budgeting
Contract Features
Most Important Contract Terms
Important Contract Appendices
Incentive Contracts
Types of Contracts and Agile
Sergiy Povolyashko
21.05.16 09:00 - 17:00 Requirements Management: From Idea to Working Product
How Vision is Created Based on a Specific Idea
What is User Journey and User Persona
Using Story Mapping Technique to Create a Product Map
Prioritizing the Most Important Features and Defining the Scope of Our MVP (Minimum Viable Product)
Touching on User Story and Acceptance Criteria as a Form of Task Setting for the Team
Alena Lubchak (Prykhnych)
24.05.16 09:00 - 12:00 Budgeting for Managers
Why Companies Need Budgeting. Budgeting Logic
Types of Costs. How to Account for Costs of Different Categories of Employees
Revenue Forecasting. Income and Expense Budget
Cash Flow Budget
Main Budget Traps: How to Avoid Them
Differences in Reporting to the Client (What We Show the Client) vs. Budget Control (What is Important for Company Management)
Duplications Across Different Financial Responsibility Centers
Elena Reshetnyak
26.05.16 09:00 - 12:00 Business/Company Economics
The Role of the Manager in Ensuring Business Results
Types of Resources Used in Business
Cost and Cost Structure
Fixed and Variable Costs
Revenue, Marginal Income, and Profit
Impact of Managerial Decisions on the Company’s Financial Results
Business and Financial Management Goals
Measuring Managerial Performance
Target Indicator System as a “Dashboard” for the Manager
What Financial Statements Tell Us
Balance Sheet
P&L: Gross Profit, EBIT, EBITDA
ROA, ROE, PM (Profit Margin)
Elena Reshetnyak
04.06.16 09:00 - 17:00 Entrepreneurship in IT
Idea Validation
Team Building
Networking
Marketing and Sales
Scaling and Expansion
Attracting Investments
Sergey Dovgopolyi
07.06.16 09:00 - 12:00 Outsourced Interactions from a Prospect’s / Client’s Perspective
Stranger vs. Prospect vs. Client vs. Friend Psychology
Business Relations in the Range of Human Relations
Where Does it Naturally Start?
Where Can it Naturally Go?
Why Do People Act the Way They Do?
Confirming Next Steps (No Black Hole Communications)
Common Daily Examples
Service-Oriented vs. Solutions-Oriented Communications
“Yes we can do that” vs. “Here are some options”
Simplified Balanced Scorecard (Basic Account Management Communications)
The Case of Ryan Blood
 
xx.xx.16 09:00 - 12:00 Process: Necessity, Description, Implementation
Understanding the Need for a Process
Process Composition and Outcome
Description Format
Authors and Approval
Process Implementation Control
Process Improvements
Sergiy Povolyashko
xx.xx.16 09:00 - 12:00 Metrics: Activity Measurement, Business Linkage
Basic Concepts of Metrics and Why Measure Anything
Structure of Indicators (Measurement, Metric, Key Performance Indicator — KPI)
Concept of Metric Registry
Areas of Metric Applicability
Work Quality
Project Performance, Evaluation, and Forecasting
Predicting Project Timelines, Quality, and Other Characteristics
Selection of Metrics and Their Linkage to Business
Sergiy Povolyashko
xx.xx.16 09:00 - 15:00 Scaling in Agile
What Frameworks Exist for Scaling in Agile?
We Will Consider One of the Frameworks - SAFe (Scaled Agile Framework)
Practically Plan a Release According to SAFe Recommendations
Discuss the Advantages and Disadvantages of SAFe
Alena Lubchak (Prykhnych)
xx.xx.16 09:00 - 17:00 Client-Oriented Approach
Features of Client Orientation
The Importance of Client Orientation for Modern IT Business. Client Orientation as a Value. Key Laws That Cannot Be Violated
Features of Managing Client Expectations. Satisfying and Anticipating Needs
What the Client Wants During Communication and Work. Main Emotional Needs of Clients
What It Means to Create a Partnership Relationship with the Client
Competent Communication as an Opportunity to Manage Client Relationships and Achieve the Desired Result
Client-Oriented Approach in Communication
Managing Client Expectations. Defining Goals, Finding Common Interests, Identifying Disagreements
Communication Techniques Leading to Better Understanding: Competent Questions, Active Listening
Objection Handling Techniques. How to Direct the Dialogue in a Constructive Direction, Understand the Client’s Position, and Try to Find a Mutually Beneficial Solution
Using the Most Effective Argumentation Methods to Defend Your Position and Persuade the Interlocutor
Polite Refusal Technique. How to Renegotiate with the Client
Features of Communication by Phone and Skype. Basic Rules and Taboos (Information Will Be in Self-Study Materials)
Examples of “Good Tone” in Oral and Written (E-mail) Communication (Information Will Be in Self-Study Materials)
Vera Shatskaya
xx.xx.16 09:00 - 17:00 Change Management
Changes and Leadership
The Impact of Changes on Business, Teams, and Each Employee
The Role of the Leader Today in the Context of Constant Changes. Changing the Leadership Paradigm from Individual to Team
Changes in Management Functions. The Importance of Managing Teams and People to Achieve Results
Managing the Process of Implementing Changes
Leader’s Tasks at Different Stages of Change Implementation
How to Start Implementing Changes Correctly. Key Recommendations for the Leader
The Importance of Proper Information During Changes: Algorithm for Effective Change Communication
Interaction and Communication Between the Leader and the Team During Change Implementation
Ways to Increase Team Engagement in the Change Implementation Process
Dealing with Resistance During Changes
Resistance to Change as a Natural Process
Stages of Employee Response to Changes
Colleague Reactions to Changes and Working with Them to Increase the Effectiveness of the Change Implementation Process
What the Leader Should Do to Overcome Resistance and Accelerate the Team’s Transition to the “Acceptance of Changes” Stage
Vera Shatskaya
xx.xx.16 09:00 - 12:00 Sales to Existing Clients During Ongoing Projects and Services
Choosing the Right Moment to Sell an Additional Service or Present Other Company Services
Who Should Make the Presentation and Sale?
The Difference Between Cross-Sell and Up-Sell
How to Offer an Up-Sell to the Client and Justify Its Necessity
What to Do If the Client Refuses
Working with the Client Product Base - Up-Sell/Cross-Sell
What Can Be Sold Additionally in Products and Services?
When to Make the Offer?
How to Automate These Actions?
Homework. Preparing Up-Sell and Cross-Sell Options for a Service or Product Based on Cases and Audience
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