The Professional Development InstituteTM
Harvard University Global System
Harvard® Planner Group

Hands-On Workshop Applying Harvard University Global System Tools
Mastering Project-Management Skills, Techniques and Proven Practices

Learn to Lead Teams; Plan Projects and Control Progress:
Scope, Deliverables, Time, Resources, Risks, Costs, Earned Value and Change

Workshop Objectives

The objectives of this intensive workshop are to provide you with the competencies, best practices, proven techniques and tools to set realistic goals and deliverables, allocate scarce resources; estimate time and costs (budget, commitment and cash-flow); select review milestones based on risk and context rather than a chronological control frequency. You will hone your skills to integrate the plan and validate current performance with earned-value management (EVM). Thus, you can prudently predict the trend and firmly control progress by recognizing early warning signs of delays and cost overruns, exploring corrective actions, managing change and delivering excellent results (final deliverables’ quality, time, cost, net value, team commitment, client trust) or seeking a graceful exit, when it is in the client's best interest.

Why Is This Workshop Unique?

This workshop is practical by virtue of three unique features:
  1. The workshop leader, Alain Paul Martin, is a genuine innovator (US, Canadian and Japanese patents), an experienced educator and a leader of projects affecting millions of professionals. Before, during and after his years at Harvard and MIT, Alain has truly democratized project leadership, strategic planning, critical-path scheduling, scarce-resource allocation and advanced progress control. He is an esteemed authority in project leadership and risk management by The Project Management Institute (PMI), universities and large companies. His seminars have gained the recognition of clients in finance, aerospace, biotech, IT, R&D, mining, power generation and government (international trade, agriculture, defense, education, health, national security).
  2. You can say goodbye to the complex time-consuming techniques taught elsewhere and apply the Harvard University Global System, a breakthrough in project management. After a 20-year research in complexity reduction and application in business and government, the Harvard® framework and instruments make solid project planning and rigorous progress control within the reach of everyone in the project team. Leading companies and defense agencies have applied the Harvard® framework, in projects varying from millions to over a billion in range, to schedule and visually allocate resources and track progress with more visibility and accuracy than ever; thus, delivering a superior value, frequently under inelastic deadlines, scarce resources and and tight budgets.
  3. You will receive the best available course materials (see below) and a unique certificate of completion specifying your proficiency in project management applying Harvard University Global System tools.

Who Should Attend

Project management is a team endeavor, the more competencies in the art and science of project management within a team, the higher the synergy and the competitive advantage for the organization. That is why the greatest project managers empower their team with the proven skills and best practices in project management. We, therefore garantee, that project leaders and every member of your project team, including functional managers, client representatives and executive assistants, can immensely benefit from this hands-on workshop.

Participants come from business, trade associations, foundations and governments. Candidates seeking the Project-Management Professional’s certification or already possess a PMP designation will discover new ways to improve their planning and progress-control performance. Guaranteed!

Workshop Outline (2 CEU)

1. Project-Scope Definition: Project Charter

  • Start with a clear mandate: Harvard® Project Scope
  • How to validate project objectives, priorities and risk-related assumptions
  • Performance and value management: Progress benchmarks and impact indicators and constraints
  • Teamwork

2. Work Breakdown Structure (WBS)

  • How to brainstorm the best deliverables with Harvard® Creativity Grid
  • Work Breakdown Structure: Exercise applying design principles

3. Who Is Doing What: Harvard® Responsibility-Accountability Chart

  • Richard Beckhard’s fundamental principles for allocating roles
  • Harvard® responsibility-charting teamwork: case study
  • Exercise: Role-conflict prevention; risk mitigation
  • Exercise: Building early warnings for delays and cost overruns
  • Accountability and liability issues for project leaders and team members

4. The Complete Risk-Management Cycle

  • Risk identification: How to detect neglected risks with the Harvard® Continuous Risk-Management Framework
    • Stakeholder-related risks, value-chain risks, responsibility-accountability risks
    • Risk-intelligence repository: Vital for project portfolios
  • Qualitative and quantitative risk assessment
  • Risk-response strategies
    • Options: mitigation, acceptance, avoidance, sharing and transfer
    • Exercise on strategies to reduce risk to a manageable level
    • Defining residual risk and contingency plans
  • Risk communication

5. Scheduling, Budgeting and Resource Allocation

  • Select from 18 criteria for estimating and scheduling
  • Estimating: from PERT, CPM and Harvard® best practices
  • Baseline scheduling: Least-cost scenario; teamwork
  • How to allocate resource: Single and multiple projects
  • How to streamline and, if necessary, fast-track work
  • Risks of fast-tracking brain-intensive tasks
  • How to manage projects with inelastic deadlines
  • Exercise in budgeting, commitment and cash flow
  • Best earned-value milestones for progress control
  • Applications to pilot experiments and project portfolios

6. Implementation: 360° Tools and Best Practices

  • How to anticipate and control changes, costs, time and value
  • How to assess progress and risks at each milestone
  • New schedule and cost projections: 12 validity tests
  • Progress-control exercises and teamwork

7. Synthesis and Conclusion: Exemplary project leadership

Faculty Leader & Chair, Innovation & Foresight Panels: Alain Paul MARTIN

Alain Paul Martin, Workshop Leader Alain Paul Martin's meta-innovation mission is twofold: advancing innovation quality to maximize user value and SDG/ESG impact; and democratizing the worldwide access, for all, to the best innovation education, practical instruments (framewors, roadmaps, algorithms) and strategic ecosystems. Alain leads the creation and scaling of groundbreaking products and organizations (banking, advanced technology, energy, mining, education, government); and chairs innovation and foresight panels.

Alain currently teaches courses and workshops in exemplary leadership and innovation ecosystems (contextual, strategic and deep/extended), idea generation and cross-pollination, structured creativity, leadership and management of change for scientists, engineers, policy makers, team leaders and graduate students, in English, French and via simultaneous translation in other languages.

In this program, Alain will demonstrate game-changing cases, including the invention of a multinationally patented and Harvard-University's branded product, and several innovations where he was a lead strategist, in transforming lagging businesses (banking & finance, large-scale manufacturing) and government agencies into long-lasting leaders in their respective sectors and the best performers by SDG/ESG impact (thousands of lives saved, over 25 millions metric-ton reduction in carbon dioxde footprint per annum) and financial metrics (in $billions). The case studies include a highly-profitable groundbreaking innovation with a lasting worldwide carbon-footprint reduction impact — the first award-winning business innovation earning the prestigious United Nations' Environment Programme (UNEP).

Alain taught graduate courses in management of change; and delivered leadership workshops (Bertelsmann, Cap-Gemini, EON, Framingham State University, France Loisirs, GE (Canada, France, U.S.), Harvard and the Ivy-League's Leadership Summit, Japan's METI and Engineering Advancement Association (ENNA), MD Robotics, Morocco's OCP Group and Mohammed VI Polytechnic University, Ontario's OPG Nuclear Power, operations-research societies, the Project Management Institute (PMI), Teck Resources, Textron's Bell Helicopter, United Nations' University (Tokyo) and governments (Brazil, Canada, China, EU, Japan, Mexico, U.S.).

Concurrently, Alain is the CEO of PDI (, a catalyst in principled leadership and innovation, and Chief Architect, Harvard University Global System (for which PDI is Harvard University's licensee), comprising cutting-edge innovation and performance-improvement instruments. He led the discovery, design and scaling of this system, first used by Skanska (Sweden; U.K., Germany, Finland and Saudi Arabia) to manage $1M to multi-billion dollar projects.

Alain is a 2012 Harvard Fellow, Advanced Leadership, a Harvard Business School's entrepreneurship alumnus (OPM 1997-99) and a 6-year president (10-year director) of two Harvard clubs. He is recognized by Harvard University's president for his "Leadership, Vision and Service" and PMI for "outstanding contribution to the state-of-the-art of project management". He is a patent recipient (U.S., Canada and Japan) for the Harvard University Planner and is also an aerospace-award's recipient for a manufacturing innovation at Bombardier (Canadair), now Airbus.

Alain graduated in Commerce (Quantitative Methods) from Concordia University (Montréal) and studied advanced technology in Lille (France) with internships at Peugeot, ARD National TV Network (Berlin), the University of Ottawa (Particle Physics) and Carleton University (Hydrodynamics Lab). He acquired skills in system thinking and change management (MIT Sloan School, Gestalt Institute of Cleveland), and mediation and advanced negotiation for lawyers, at Harvard Law School from which he is certified to teach negotiation in corporations. Lifetime learning is part of his mission (see C.V. page 4 on Education and Continuous Learning)

Volume II Deep Dive into VALUE INCUBATION & Stakeholders' Interests & Ecosystems by Alain-Paul-Martin 
		Foresight His current research centers on contributing to innovation science (concepts, principles, frameworks and tools) to maximize both user value and SDG/ESG impact. He focuses on harnessing the opportunities of the strategic, contextual and deep ecosystems and improving value-incubation, idea-generation and cross-pollination practices, upstream in the innovation funnel to imagine, design and deliver economically viable, ecologically sustainable and socially beneficial user-centered innovations (products, services, policies and organizations). Alain builds on the current knowledge of cognitive neuroscience to raise innovation foresight and capability; reduce cognitive-fixation bias; practice mindfulness and understand stakeholders' dynamics. These developments are making inroads into creativity practices (idea generation, cross-pollination and structured design) and sustainable value delivery. They are seamless but ubiquitous, across the entire tech and non-tech spectra of groundbreaking economic and social innovations, from life sciences, robotics and infrastructure to safety, education, social justice and policy development.

Democratizing leadership, by empowering high-school educated users with cutting-edge innovation and decision-making tools, is a worldwide priority. Alain's contribution is to make Harvard® innovation and project-management tools (incl. Harvard® Innovation Funnel, ecosystems and roadmaps), accessible to this constituency. Moreover, inspired by the groundbreaking inventions of Louis Braille (Braille Code), Joseph D. Becker (Unicode) and music notations, he developped a simplified coding structure for international project teams to share project plans and progress reports, across language boundaries. The approach was applied successfully in multi-billion dollar projects.

Alain's upcoming book "Deep Dive into Value Incubation and the Stakeholders' Interests and Ecosystems" is the second in five-volume eBook series titled "The Art & Science of Innovation". It builds on the intelligence and novelty lessons learned from opportunity and failure seeds, frequently unseen or overlooked, during the issue-incubation cycle, including the underlying stakeholders' dynamics and broader implications in business, government and geopolitics. The book features practical instruments and a framework to probe each party's interests (expectations, unsatisfied needs and fears); detect early signs of opportunities and threats before appearing on the scientists' and executives' radars; build the critical mass for change, in order to harness the full strategic value of an innovation. When these tasks are aptly accomplished, the value of idea generation, structured creativity and design do improve by a quantum leap. No important project or policy can be planned without a deep dive into stakeholders' dynamics and value incubation.

For more on Alain's innovative work in finance & banking, energy & mining, education, the public service and civil society, please refer to : 4-page C.V. in PDF format and detailed C.V.

Practical Course Materials of Lasting Value

A total attention to quality is featured in the versatile course materials from the pre-readings, the exercises and case studies to the most practical toolkit and complexity-reduction Harvard® road maps. The following is a list of the course materials and practical instruments that facilitate learning and mastering project-management skills.
  1. The pre-readings from Alain Martin’s papers on project leadership, stakeholder’s analysis and key players’ dynamics, strategy formulation, brainstorming and creativity, authority and soft power, the fundamental drivers of excellent decisions, goal validity and responsibility charting.
  2. The main workbook covers the agenda and provides supplementary references
  3. Alain Paul Martin's book titled "Harnessing the Power of Intelligence", which includes several tools to analyze the stakeholders and identify project opportunities and risk early through the risk-incubation paradigm
  4. Exercises, teamwork and case studies on mission and goal validity, project scoping, responsibility charting, scheduling, resource allocation, budgeting and progress control.
  5. Harvard University Global System road maps and work-improvement templates:
    • Harvard® Complete Framework: Vision, Strategy, Policy and Project Management featuring both ongoing and sequential tasks that no manager can ignore
    • Harvard® Project Scope Definition to define the project value chain (objectives and linkage to client’s mission, deliverables, resources), the critical success factors (performance indicators) and the evaluation plan
    • Harvard® Negotiation Mandate: A template to prepare negotiations and manage deadlocks
    • Harvard® Principled-Negotiation Road Map for planning and running effective negotiations
    • Harvard® Creativity Template
    • Continuous Risk-Management Road Map and accompanying guide titled “Neglected Risks: Identification and Management Primer Applying Harvard University Global System Tools”
    • Harvard® Responsibility/Accountability Chart to clarify everyone’s role and obligations and prevent role conflicts
    • Harvard® Time-Management Road Map to help you plan your time.

Tuition Fees

Fees include books, hand-outs, road maps and other course materials of lasting value (see above), and a daily continental breakfast plus hot and soft drinks during the morning and afternoon pauses, but exclude hotel accommodation (if required).

Registration and Cancellation Procedures

To register, please contact us either by:
  • email at Specify your name, position, organization, phone number(s) and the webinar you wish to attend.
  • call us toll free in the USA and Canada: 1-800-HARVARD; international: +1 819-772-7777. voicemail: 24/7.
Please pay in advance by credit card.

Cancellation Policy
Participants registering as a group must send substitutes in lieu of canceling. For other clients, cancellations are accepted if made at least 10 working days prior to the course, and are subject to a $150 service charge per person. Full fees are payable by anyone who fails to attend or cancels less than 10 working days prior to the session. One substitution or transfer to a later course of the same duration is accepted.

Workshop Locations and Hotel Accomodation

Bring This Webinar to Your Organization

We deliver private versions of this webinar worldwide to business and governments, NGOs and bar associations and other societies. We would be delighted to work together with your team anywhere. Ask us for a proposal based on the number of participants, the seminar duration and a selection of cutting-edge course materials and case studies most applicable to your environment.

Our fees are reasonable. Sales and value-added taxes (HST and PST or VAT) are extra.

The client is responsible for the conference room and audio-visual materials.

Toll-free: USA & Canada: 1-800-HARVARD (1-800-427-8273). +1-819-772-7777
Monday through Thursday: 9 AM to 4:00 PM, EDT. Voicemail: 24 hours 7 days
European Distribution Centre for Harvard Planners: WH Smith, 248, rue de Rivoli, Paris,75001
Contact : Sylvie Goffinet  +33 1 53 45 84 40. Métro Concorde.

Participants’ Feedback

"Alain Paul Martin has a long and valued association with Teck Metals Ltd; We believe that Alain's teachings go far beyond the typical project management focus on scope, schedule, cost, and, sometimes, quality. Alain delves into topics that project managers working with complex topics or program managers dealing with multiple complex and often inter-related projects need to know about and must become skilled at to be successful. These teachings are supported by tools that we and our teams use on a regular basis to move ideas and concepts into well-defined projects that can be managed with conventional project-management tools."

Rob Stephens, PhD
Director, Applied Research & Technology
Teck Metals Ltd.

"Alain delivered, over a 4-year period, “Advanced Project and Risk-Management” workshops to our nuclear project managers and executives at Ontario Power Generation (OPG) ... These sessions covered the complete project management cycle from project and risk incubation to stakeholder analysis and strategy formulation to operational planning including estimating, resource allocation, budgeting, earned-value planning and progress control. Including myself, the sessions were taken by approximately 200 OPG Project Managers, Sr. Engineers and Executives. Feedback from all sessions were excellent. Course materials and instruction exceeded all of the requirements established by OPG."

Mark Arnone
Vice-President, Nuclear Refurbishment
Ontario Power Generation (OPG)

"I found the course content, your presentation and the group-interaction discussions stimulating real-life cases very enlightening. The learning of a new material surprised me because I have 28 years of industrial experience and held a corporate position for 8 years... Your course, because of its thorough analysis of the issues, will be useful to researchers considering entrepreneurship."

Noel P. Mailvaganam
Principal Research Officer
National Research Council

"Companies like PDI... set the highest standards of quality in product and services. I am sure I speak for others at Boeing when I say it is good to have you as an ally."

Don Mallory

"Alain Paul Martin is a true authority on the subject of risk, complexity reduction and the transfer of universal skills. At some of the “darkest hours” in leading complex projects and managing global risks, I turn to Alain’s methodologies clearly laid out in his seminal book Harnessing the Power of Intelligence, Counter-Intelligence & Surprise Events. It is like the Physician’s Desk Reference for strategists and practitioners alike.

Alain is a masterful public speaker and he captivated an audience of fellow HBS alumni and guests when I hosted him at the French Embassy in Washington. Alain receives my highest praise."

Dante A. Disparte
Founder and CEO at Risk Cooperative
Co-Author Global Risk Agility and Decision Making
Harvard Business School Club, Washington (DC)

"I enjoyed acquiring new ideas in strategy formulation, negotiation skills and leadership. The exercises and simulations gave a good hands-on practice."

Savi Sachdev
Director General, Space Systems
Canadian Space Agency

Note: Mr. Sachdev took Strategy, Negotiation, Leadership and 4 out of the 5-day Advanced Project-Management Workshop

"The tools and strategies provided by this course will be of practical use in all aspects of my work! Powerful tools delivered by a leading-edge instructor! Many thanks!"

Carl Finniss, Project Manager
Customs & Revenue Agency

"I found this to be a content-rich course with a real-world focus. It has changed the way I approach strategic thinking and has significantly added to my risk and negotiation tool chest."

Mark Maltais, Manager
Risk Assessment, CDIC

"Excellent value for a senior manager."
Col. Tom Lawson
Department of National Defence

"Alain Martin's real-life examples and experience add so much value to the learning experience that it made the learning material much easier to understand."

Michel Firlotte
IT Project Manager
Health Canada

"Project Management was the first seminar I took with Alain Martin. I have since participated in five workshops led by Alain who has, for over 10 years in two companies I have presided (Desjardins and SAAQ), delivered excellent in-house executive-development seminars applying Harvard University Global System tools in risk and project management, strategy formulation, principled-negotiation skills, management of change and exemplary leadership.

Our senior executives and their teams have acquired invaluable competitive skills and instruments for project leadership, planning, progress control and impact evaluation. I strongly recommend Alain's workshops. Because of their immediate relevance to the real world, Alain's in-house sessions were a resounding success."

John Harbour
President, Desjardins and SAAQ (ret'd)

"Very focused seminar on practical and innovative tools that are of great value and are uniquely delivered."

Wassim Labaki, President & Chief Engineer
Advanced Manufacturing Processes
Robotic Systems

"The most thought-provoking and insightful sessions on management issues I have seen in 25 years of military and public service experience."

Alan Stewart
Sr. Project Manager
Aircraft Certification, Transport Canada

"As a new supervisor, this workshop gave me more practical tools to achieve my mission."

Louis Dufresne
Supervisor, Technical Training
Bombardier Transportation

"Very interesting and fast paced! Not a dull moment."

Rick Leach
Team Leader, Financial Planning, EDC

"All managers should take this seminar. Everything we touched on will be great help to me."

Roger Provost, Ice Services Specialist
Weather and Environmental Prediction Services

"An extremely unique and valuable course with great new tools that can be broadly applied."

Derek Potts
Chief, NHQ Computing Facilities, CIC

"Excellent program; good use of examples. Alain uses his very diverse knowledge base to focus the principles of this risk and project-management seminar."

Dr. Keith Garel
Senior Project Manager
Nuclear Feeder Integrity Project
Ontario Power Generation

Workshop Leader's Endorsements

"Mr. Martin tirelessly invests his energy to leverage his successes and networks into solutions that have a direct, positive impact on the poor…

Mr. Martin’s management background and extensive experience in advising global leaders, alongside his motivation to eradicate poverty and its ill effects, qualify him to make a uniquely valuable contribution to addressing inequity on a societal level. With demonstrated skills in entrepreneurship, negotiation, and issue analysis, he is precisely the sort of thoughtful, versatile leader we need to advocate on behalf of the poor and underserved."

Prof. Paul E. Farmer, MD, PhD
Chair, Global Health & Social Medicine,
Harvard Medical School
Chief, Global Health Equity, Brigham and
Women’s Hospital
Co-founder, Partners In Health

"I was privileged to work with Alain Paul Martin at Harvard University, attend his lectures and provide technical support for his research on complexity reduction.

Alain cares deeply about the students he mentors, Harvard staff and his Advanced Leadership colleagues. He is passionate about social justice. His compassion for the less privileged is genuine. Candid to share his mistakes, he welcomes critical scrutiny of his work, listens, validates and acts on suggestions.

A model leader and educator with a touch of humility and captivating public speaker!"

Cochise Pearson, M.Ed.
President, Ivy Scholars Success
Senior Consultant, Harvard University