Specialised Track · Project and Programme Management

Deliver projects and programmes with AI.

A two-day, hands-on programme for project managers, programme managers and PMO leads. Apply AI to planning, risk tracking, stakeholder reporting, status automation and resource forecasting, then build and monitor a project health and status report agent in a pre-configured lab. Every delegate leaves with a working agent, a project prompt library and a ninety-day plan for their projects and programmes.

2 days 12 modules 60%+ hands-on Codespaces lab included STOA certified
Daniel Sto
Why this programme exists
"Status reports, risk registers, steering packs. Each is an agent waiting to be built, and the decision still sits with the project manager."
Daniel Sto · Director of Faculty, STOA Institute
Duration
2 days
Format
Live online or on site
Next open date
Private cohorts
Fee
On request
per delegate
For teams
Private cohort from 8 delegates
Schedule a TNA call
Programme overview

Built around the project lifecycle, from planning to executive reporting.

This two-day programme is built for project managers, programme managers and PMO leads who have to decide where AI belongs in project delivery. Project and programme work runs on documents and data: charters, schedules, risk registers, contract packs, minutes, progress reports and steering packs. Generative AI drafts, compares, extracts and summarises that material well, and an AI agent goes one step further: given a goal, it reads the plan, the risk register and the budget, flags what is blocked, overdue or at risk, and drafts the weekly status report for the project manager to review. The decisions that follow sit with the delivery leader: which work is handed over, under which checkpoints, and on what evidence the result can be trusted in front of a sponsor.

Day one establishes how generative AI works, takes every participant through agentic prompting on their own project documents, and applies AI across the project lifecycle: documents and reporting at project scale, planning, risk tracking and resource forecasting, and stakeholder communication. It closes with what an AI agent is and how a working routine becomes a reusable agent skill. Day two builds. Participants construct a project health and status report agent on a project carrying live tasks, a risk register and a budget with planted edge cases, instrument it and read its traces, metrics and costs, then lift the view to programme level: cross-project visibility, dependency tracking, benefits realisation and the executive brief. Data governance, responsible use and the ninety-day plan close the programme.

The build labs on day two run in a pre-configured cloud environment opened from a browser, with no software to install. Participants choose a visual build track or a coding-agent track, and the project agent is verified against fixed acceptance criteria. Participants leave with a working project health agent, a project prompt library and reusable agent skills, an evidence pack of traces and metrics, governance starting points for AI in project delivery, and a ninety-day plan for their projects and programmes. The programme finishes on where the field is heading: multi-agent orchestration, context engineering, agentic retrieval-augmented generation, loop and graph engineering, and agentic browsers.

Who should attend

This programme is designed for project, programme and PMO professionals across all industries:

  • Project Managers and Senior Project Managers
  • Programme Managers and Programme Directors
  • Portfolio Managers and Heads of PMO
  • PMO Analysts, Planners and Schedulers
  • Project Controls, Cost and Risk Managers
  • Delivery Managers and Scrum Masters
  • Product Managers and Product Owners
  • Engagement and Client Delivery Managers in consultancies
  • Transformation and Change Managers
  • Contract, Commercial and Procurement Managers on projects

Learning outcomes

By the end of this programme, participants will be able to:

  • Explain how generative AI works and where its output needs verification
  • Apply the C.L.E.A.R. framework and K-shot prompting to project documents
  • Produce consolidated progress reports from project management exports
  • Draft schedules, risk registers and resource forecasts with AI
  • Prepare stakeholder communication and sponsor briefings with AI
  • Design an agent's goal, context, tools and expected outputs
  • Package a project workflow as a reusable agent skill
  • Build a working project health and status report agent
  • Evaluate an agent's traces, metrics, costs and failure modes
  • Produce cross-project visibility and executive briefs from portfolio data
  • Apply data boundaries and accountability rules to AI-assisted project work
  • Build a ninety-day AI plan for their projects and programmes
Programme outline

Twelve modules. Two days. One working project agent.

Each module follows the TEA™ framework, twenty percent theory, twenty percent examples, sixty percent hands-on application on your own project scenarios. Day one applies AI across planning, reporting and stakeholder work; day two builds and monitors a project health agent, then lifts the view to programme level.

Day 1: AI Across Planning, Reporting and Stakeholder Work

01
Day 1 · Module

The AI Landscape for Project Delivery

  • Token generation, non-determinism and hallucination
  • The current model landscape (Claude, ChatGPT, Microsoft Copilot, Gemini)
  • Chat assistants vs. AI agents
  • AI features inside project management platforms (Microsoft Project and Planner, Jira, Asana, monday.com, Smartsheet, Primavera P6)
  • Key AI capabilities and limitations in programme coordination
  • AI tools access, licensing and permitted use
Live demonstration an AI agent turning a folder of project documents into a status report
02
Day 1 · Module

Agentic Prompting for Project Work

  • The C.L.E.A.R. prompt engineering framework
  • From single prompts to multi-step instructions
  • K-shot prompting (zero-shot, one-shot, few-shot, multi-shot)
  • Goal, context, constraints and expected outputs
  • Chain-of-thought prompts
  • Deterministic vs. probabilistic vs. judgment steps
  • Structured outputs (status tables, RAID logs, decision memos)
  • The project prompt library
Hands-on exercise agentic prompting on participants' own project documents
03
Day 1 · Module

Documents and Reporting at Project Scale

  • Project charters, business cases, contract packs and design briefs
  • Progress reports and standardised multi-project reporting from project management exports
  • Minutes to actions, version comparison and clause extraction
  • Document validation and review (data errors, inconsistencies, missing evidence)
  • Status automation and the weekly reporting cycle
  • Presentations and visual content from working documents
Hands-on exercise one consolidated report built from participants' own project data
04
Day 1 · Module

AI-Assisted Planning, Risk Tracking and Resource Forecasting

  • Work breakdown structures and schedule drafts from a scope statement
  • Milestone and deadline tracking
  • Dependency and critical path analysis
  • Resource allocation and resource forecasting
  • Estimation from historical project data
  • Risk identification and the risk register (RAID logs)
  • Risk forecasting and early-warning signals
  • Predictive analytics for milestone achievement
Case study analysis the Milestone Rescue, triaging a programme portfolio under deadline pressure
05
Day 1 · Module

Stakeholder Communication and Relationship Management

  • Stakeholder mapping and communication plans
  • Status updates, escalation notes and sponsor briefings
  • Meeting preparation, minutes and follow-ups
  • Consistency of communication across teams, regions and clients
  • Client and stakeholder feedback analysis (sentiment and themes)
  • Relationship diagnosis and recovery planning
  • Transparency and the decision log in programme coordination
Individual and pair work the Relationship Rescue, diagnosing and recovering a deteriorating stakeholder relationship
06
Day 1 · Module

AI Agents and Reusable Agent Skills

  • What is an AI agent?
  • The agent loop (goal, observe, reason, act, evaluate, repeat)
  • The anatomy of an agent (instructions, context, tools, expected outputs)
  • Levels of autonomy and human checkpoints
  • One real process end to end under human checkpoints
  • Iteration until the workflow holds
  • Agent skills in Claude and custom GPTs
  • Connectors and MCP: reaching project systems
  • The build spectrum (no-code, low-code, full-code)
  • Visual agent builders and coding agents (n8n, LangFlow, Claude Code)
Lab each participant packages one workflow into a reusable agent skill

Day 2: Building the Project Agent and Programme-Level Intelligence

07
Day 2 · Module

Building the Project Health and Status Report Agent

  • The lab environment (GitHub Codespaces, browser-based, pre-configured)
  • The project case (four workstreams, live tasks, a risk register and a budget)
  • Task health flags (BLOCKED, OVERDUE, AT_RISK)
  • Critical-risk escalation by risk ID
  • The weekly status report and the RAG status rule
  • The two build tracks (visual canvas, coding agent)
  • Planted edge cases in the plan and the risk register
  • Acceptance criteria and automated checking of results
Lab building the project health and weekly status report agent end to end
08
Day 2 · Module

Monitoring and Evaluating the Project Agent

  • Observability for AI agents (LangSmith)
  • Traces and their contents (context, prompt, model response, tokens, latency, cost)
  • The metrics baseline
  • Failure-mode probes and abstention on missing information
  • Optimisation levers (instructions, context size, model choice)
  • The Agent Health Check measures:
    • Groundedness and source citation
    • Escalation and abstention behaviour
    • Hallucination and omission rates
    • Sensitive-data leakage
    • Cost, latency and reliability
Lab instrumenting the status report agent, recording the baseline and running a failure-mode probe
09
Day 2 · Module

Cross-Project Visibility, Analytics and Executive Reporting

  • Portfolio dashboards from project exports
  • Dependency tracking across projects
  • Benefits realisation tracking
  • Programme and cashflow data into decision memos
  • Performance gaps and AI-supported prioritisation
  • Data quality checks across project data (errors, inconsistencies, integrity)
  • Deep research in Claude and ChatGPT
  • Source verification of agent output
  • Executive reporting (the steering committee pack, the one-page brief)
Hands-on exercise the Quarterly Intelligence Brief, portfolio data into a one-page executive brief
10
Day 2 · Module

Data, Governance and Responsible Use

  • Enterprise data boundaries and confidentiality
  • The before-you-paste check
  • Client, contract and commercial data in third-party tools
  • Accountability for AI-assisted work
  • Bias, transparency and explainability in AI-assisted decisions
  • Legal considerations (intellectual property, data protection, contractual confidentiality)
  • Human approval points in the agentic workflow
  • The regulatory and standards direction (EU AI Act, ISO/IEC 42001, NIST AI Risk Management Framework)
Controlled group discussion data red lines in project delivery work
11
Day 2 · Module

Emerging Methods

  • Multi-agent orchestration
  • Context engineering
  • Agentic retrieval-augmented generation (RAG)
  • Loop engineering and graph engineering
  • Agentic browsers and computer use
  • AI agents inside project management platforms
Live demonstration an agent using external tools through the Model Context Protocol
12
Day 2 · Module

The Programme AI Map Capstone and Personal Action Plans

  • The Role Reversal Audit (AI fit across participants' own tasks)
  • AI opportunities across the project lifecycle and the PMO
  • Scoring criteria (impact, feasibility, data readiness, risk)
  • The pilot definition for the project health agent (scope, owner, success criteria, review points)
  • The tool request to IT (access, licences, data approval)
  • The ninety-day plan (next steps, priority use case, timeline, owners)
Personal action planning each participant's ninety-day AI plan for their projects and programmes
Day 2 · Course closing

Course closing

  • Course debrief and key takeaways
  • Final Q&A
  • Official closing ceremony and award of certificates
  • Group photo
Our training methodology

Three frameworks behind every programme.

Whatever programme you choose, it follows three proven instructional frameworks, from design to delivery to evaluation.

Delivery

TEA™ Delivery Framework

  • T Theory, core concepts & frameworks
  • E Examples, live demos & case studies
  • A Application, hands-on exercises & practice

Our signature approach structures every module into three phases for maximum retention and practical application.

Design

ADDIE Instructional Design

  • A Analyse, assess learner needs
  • D Design, structure the learning path
  • D Develop, build materials & activities
  • I Implement, deliver the programme
  • E Evaluate, measure outcomes & refine

The industry-standard model for course design and learning alignment.

Evaluation

Kirkpatrick Model

  • L1 Reaction, participant satisfaction
  • L2 Learning, knowledge & skills gained
  • L3 Behaviour, on-the-job application
  • L4 Results, business impact & ROI

The globally recognised four-level framework for measuring training effectiveness, from initial reaction to long-lasting post-training effects.

Upcoming sessions

Choose your date.

Private cohorts for project, programme and PMO teams, live online or on site. Schedule a TNA call and receive a custom proposal within 48 hours.

Date
Format
Duration
Price
Private cohorts run on request.
Live virtual or On-site
1/2 to 5 days
Custom
What every participant gets

You keep everything.

No vendor lock-in, no paywalled materials. Every delegate leaves with the working files, the templates, and the post-programme support to actually use them.

Personal prompt library

8 – 12 tested prompts built during the session on your actual work scenarios.

Templates & dashboards

Dashboards, workflow templates, and evaluation frameworks ready to use.

Learning materials

Full soft copy of all session materials, handouts, and reference guides.

STOA certificate

Certificate of Completion plus a guided pathway to the Google AI certificate.

30-day support

Post-programme Q&A availability and implementation guidance.

Lifetime updates

Access to updated prompt libraries and resources as AI tools evolve.

Delivery options

Choose how your team learns.

In-Person

Instructor-led on-site

Delivered at your offices or venue. Maximum engagement for teams of 8 – 25 participants. All exercises use your team's actual work scenarios.

Live Online

Virtual instructor-led

Real-time delivery via Zoom, Meet, or Teams. Interactive breakout rooms, same content depth as in-person. Ideal for distributed teams.

Hybrid

Blended approach

Combine in-person and virtual sessions. Flexible scheduling across time zones. Pre-work materials and follow-up resources included.

Training catalogue

104 courses in nine families, overview level, methodology up front.

Download the catalogue
Ready to build

Put AI to work on every project your organisation delivers.

Book a private programme for your project, programme and PMO teams. Custom proposal within 48 hours. Delivery live online or on site.