VISUM Training & Consulting - ViewPoint Visum

VISUM Training & Consulting

consulting image

Looking for a personalized training and consulting experience?

Led by our highly knowledgeable team of coaches, these interactive sessions can be tailored to meet the needs of your organization. Choose from the options below and email us for pricing and scheduling.

VISUM Training

User Training

Format: Private live webinar
For: Anyone planning to or currently using VISUM
Experience: Beginner+
Max Attendees: 15
Length: 2 hours

This interactive course will provide a basic training on how to use our tool. We’ll start by discussing your specific goals for using VISUM, such as increasing productivity, velocity, transparency, improving collaboration across cross-functional teams, or learning how to visually communicate important work information. You’ll learn how to add new work, find and update existing work, and use VISUM to find opportunities to improve your delivery process.

Board Analytics

Format: Private live webinar
For: Managers, Administrators, BI members
Experience: Beginner
Max Attendees: 15
Length: 2 hours

This course covers all the reports available in the VISUM application. In this private session, we’ll discuss use cases for different reports, then dive into all the metrics available in the tool and how they can benefit your organization.

Designing Visual Project Boards for Success

Format: Private live webinar
For: People responsible for creating and managing VISUM boards
Experience: Intermediate
Max Attendees: 15
Length: 2 hours

In this private course, you’ll learn how to use VISUM to advance to the next stage of your execution maturity journey by optimizing your boards. We’ll refresh your knowledge of how to use the application, work together to build a board that reflects your true process, and address common areas of concern at this stage. You’ll also receive a high-level overview of how to use our board metrics to identify opportunities for improvement.

Linking Tasks and Boards

Format: Private live webinar
For: Anyone planning to or currently using VISUM
Experience: Intermediate
Max Attendees: 15
Length: 2 hours

In this private training, you’ll learn how to use our Card & Board Linking feature. Our parent-child Linking between cards make it easier to track and manage the progress of work distributed across multiple teams. Once you’ve established parent-child connections between cards, rollup statistics at the parent card level help you quickly assess the progress of child cards and identify potential problems. We’ll share use cases for this feature, how to implement it effectively, and explain the new statistics and icons you might encounter when using Linked Cards.

ViewPoint Training

Our Customer Success team offers several interactive, comprehensive training sessions for anyone looking to grow in their practice of ViewPoint. An Education Specialist will help you determine which course would be of greatest benefit to you based on your goals and experience level.

ViewPoint Essentials

Format: Private live webinar
For: Anyone responsible for requesting or completing work
Experience: Beginner
Max Attendees: 15
Length: 2 hours

This private course introduces the ViewPoint Method and how it can be used to improve the flow of value delivery in an organization. You’ll learn:

  • The goals of ViewPoint
  • Core principles and practices
  • Standard ViewPoint metrics and how to use them effectively

Following this course, beginners will be armed with the knowledge to actively participate in a ViewPoint system that drives a culture of continuous improvement.

 

 

Customized Team Coaching

Format: On-site
For: Teams who want a hands-on, immersive experience to learn how to deliver value at a fast, sustainable pace
Experience: All levels
Max Attendees: 15
Length: 2-5 days

After a diagnostic discovery call, a VISUM coach will design a customized coaching session for your team. The length and format of the session will be dictated by your team’s specific needs. Most sessions include a combination of individual and group meetings between the VISUM coach and your team and its stakeholders, as well as team workshops to learn and practice ViewPoint concepts.

Your program will be specifically tailored to help your team:

  • Define opportunities for improvement, allowing you to deliver value faster
  • Learn how to tame the chaos of daily work
  • Develop a sustainable culture of continuous improvement

For pricing, scheduling, or more information, email a VISUM product specialist today.

Solution Design Workshop

Format: Private on-site, participatory workshop
For: Team members, change agents, managers, and leaders responsible for improving business performance and organizational health
Experience: Beginner
Max Attendees: 15
Length: 2 days

This interactive workshop begins with an overview of the systems thinking approach for introducing ViewPoint and VISUM. It concludes with a rollout plan customized for your team. You’ll participate in hands-on exercises throughout the two days to develop and improve your board designs. Open discussions are encouraged for learning how to improve workflow and throughput using the ViewPoint approach.

This is the starting point for your implementation. Learn more about this workshop here.

Execution Maturity Assessment

Format: Private live webinar
For: Team leads who want to improve their Project Delivery Performance
Experience: All levels
Max Attendees: 10
Length: 2 hours

Description: This highly personalized coaching session will begin with an assessment of your team’s current state: You’ll walk your VISUM coach through your existing process and talk through current problems facing your team. Then, your coach will help you improve board design, policies, or other aspects of your ViewPoint implementation.

Leaving the session, you’ll understand the “why” and “what” of the process that must be worked on to take your team’s performance to the next level. This session is great for teams who have already attended another course like ViewPoint Essentials or the Solution Design Workshop. If you haven’t, the workshop gives you a benchmark to measure your progress against best practices.

We recommend this session for team leads and one direct report.