Workshop Program
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About the Lessons from History Workshops
This series of workshops focus on critical problems we face in business and projects today but through the lens of relevant historical case studies. As a result, it provides a deeper understanding of the problems and highlights how solutions can be found.These workshops are described below.
Audience for Lessons from History Workshops
The workshop program delivers to organizations with Project Management Offices, and a Project Management Practice and typically to project managers, business analysts, IT and business professionals, and decision makers. It has been widely delivered to PMI chapters, organizations, corporations, and at conferences (see testimonials).
Available Workshops
Currently there are three workshops and all are customizable to an organization's needs. We will work with you in modifying a workshop to meet your particular environment and needs.
For upcoming workshops
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Managing Projects in the Face of Meddling Stakeholders The workshop explores the complex process of gathering requirements, and the difficulties in managing principal stakeholders through the requirements process, where they can unwittingly compromise the project.
The workshop juxtaposes the Titanic case study and modern projects to show how compromises were made to this requirements process by naval architects. They were pursuing the sponsor's project mantra “to create the ultimate passenger (first class) experience.” This led to serious flaws in a supposedly "perfect ship," considered so safe that it did not even need a full complement of lifeboats.
The workshop is targeted at organizations with Project Management Offices, and a Project Management Practice, looking to provide best practices to these bodies. The workshop highlights the balance that needs to be achieved between the business and the technical sides of a project. Exercises include assessing the risks through each of the project stages. Download an abstract. Based on articles published in Gantthead.
Audience: Project managers, IT and general business professionals
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Managing Stakeholders Workshop
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Managing Projects in a Hostile Environment The workshop explores the difficulties encountered in the initiation and execution of a project in a hostile environment, where everyone is trying to close your project down. In today’s highly competitive world high project failure rates have brought projects under more scrutiny and attention from executives and senior management. No project is completely safe from being challenged or closed down.
The workshop juxtaposes the Great Escape case study and modern projects by looking at common problems like the challenges of initiating a project without sponsors, and getting it enough support to get it through early the stage gates. It also looks at how the project team was able to organize itself and mitigate the risks it faced. Ideas and solutions were tested continuously and refined in a determined atmosphere where everything was thought possible.
The workshop is targeted at organizations with Project Management Offices, and a Project Management Practice, looking to provide best practices to these bodies. Exercises focus on the project charter and all nine PMBOK Knowledge Areas. Download an abstract or short sample of the presentation in PDF format.
Audience: Project managers and general business professionals
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Managing Hostility Workshop
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Managing Projects in a Sea of Change The workshop explores the challenges encountered in the initiation and execution of a project in an environment of continuous change. Change can adversely impact your organization at different levels. A chaotic environment is difficult to predict and to run projects in.
The workshop juxtaposes the Churchill case study and modern projects and and provides an insight in how to deal with volatility and change, and keep an organization on track with its projects.
The workshop is targeted at organizations with Project Management Offices, and a Project Management Practice, looking to provide best practices to these bodies. The workshop highlights how the concepts of agile project management were used to find a resolution to seemingly unsolvable problems in a very short time frame. Exercises focus on assessing the situation and decision making.Download an abstract. Based on articles published in Gantthead.
Audience: Project managers and general business professionals

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Managing Change Workshop
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What Does a Lessons from History Series Workshops Look Like?
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LFH Workshops These workshops use historical case studies taken from the series and are designed to make the learning experience as interesting and engaging as possible. In the words of a recent workshop participant: "It is learning in a different way, in fact, you forget it is a learning exercise because you get so engaged in the story."
Workshop Formats
The format is similar for all workshops and involves setting the background to the historical case study. It then typically follows a timeline through the project stages that invariably look at the requirements, design, build, test, and implementation. Time is spent in analyzing problems faced by projects, and their resolution. Once the context of the historical project is known "what if scenarios" can be played out, that is these are used to reflect the potential effect under different assumptions. For example, had a principal character made a different decision, or taken an alternative course of action, what could have been the potential outcomes. This becomes a very real discussion when faced with what if scenarios like those related to Captain Smith on board Titanic.
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Workshops to Meet Present and Future Needs Through exercises the workshop analyzes how the historical project solved complex problems of the day, which provide insights into solving some of today’s more challenging business problems. Clarity can be brought to how issues or risks were managed.
Workshop Benefits Entertaining and full of intriguing historical details, the workshops help participants see the impact of historical decisions and compare these to the ones that they make every day. This helps explain the story and drives home some simple lessons.
One of the most exciting aspects of the workshop is when participants start to relate clear parallels to their own organization and projects. Taking lessons from the historical project can start a feisty discussion on how today's projects are tackled within an organization. For example, in a recent workshop (Project Lessons from the Great Escape) the discussion was sparked by how Roger Bushell had set up the project charter, and was compared to how well projects were initiated or not within the organization.
Workshop Exercises Working in teams the participants take part in a series of exercises which create a different set of outcomes. These are then discussed collectively with all the teams (the overall audience) and the responses are compared. Exercises are pre-selected by workshop organizers in advance of the workshop as learning objectives are being determined.
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Examples of Workshop Exercises With the Managing Stakeholders (Titanic case study) workshop Risk Management is the main topic area for the exercises. Each of the exercises will have questions related to risk, based on the phase in the project lifecycle. Each team creates and maintains a risk log based on what were the perceived risks in Titanic’s project phases.
1. Requirements – e.g., addressing functional and non-functional requirements risks.
2. Design and build – e.g., various risks in crossing the Atlantic and how a design could mitigate these.
3. Test and implementation – e.g., risks in limited sea trials.
4. Live – e.g., risks in operational decisions How could these risks be mitigated?
Workshop Lengths The workshops run as either a half-day (4 hours) or full-day (8 hours) workshop. The half-day workshops focus on key project knowledge areas, pre-agreed up front. The full-day workshop takes a broader look at all the project knowledge areas.
Workshop Setup For the workshop the facility needs to be large enough to accommodate an audience of at least 50 participants divided into 6 teams of 7-8 per team. Each team sits together in the room (round tables if possible – left diagram).
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Workshop Facility Requirements The workshop is usually located offsite, or at least away from the daily work environment of the participants. The room typically requires a microphone, projector, screen, and four flipcharts. The facilitator brings a laptop and provides handout materials 2 weeks ahead of the workshop.
Workshop Schedule The 8 hour day breaks out into four modules, where each consists of:
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· Presentation - Topic (60 minutes)
· Exercise preparation – each team answers questions and prepares a response (15 minutes).
· Present exercise results – each team presents the exercise results
- through a team representative, to the overall group, to promote an open and ensuing discussion, and questions (15 minutes).
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Workshop Fees These vary based on length of workshop, whether the organization is non-profit or not, whether the workshop is part of an overall conference or event, and length of travel involved.
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Timing
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Length
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Description
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9:00 - 10:00
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Presentation #1
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Intro and Requirements Phase
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10:00 – 10:15
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Exercise preparation
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10:15– 10:30
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Present exercise results
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10:30 – 10:45
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Break
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10:45– 11:45
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Presentation #2
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Design and Build Phases
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11:45 – 12:00
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Exercise preparation
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12:00– 12:15
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Present exercise results
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12:15 – 13:00
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Lunch
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13:00 – 14:00
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Presentation #3
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Test and Implement Phases
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14:00 – 14:15
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Exercise preparation
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14:15 – 14:30
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Present exercise results
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14:30 – 14:45
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Break
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14:45 – 15:45
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Presentation #4
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Live Phase and wrap up
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15:45 -16:00
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Exercise preparation
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16:00 – 16:15
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Present exercise results
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16:15 – 16:45
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Wrap up
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Collect feedback
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