To provide participants with the required knowledge of the components, importance and challenges of implementing enterprise-level project portfolio management (PPM) based upon their organization’s strategic business goals, Portfolio management ensures that an organization can leverage its project selection and execution success. It refers to the centralized management of one or more project portfolios to achieve strategic objectives. Portfolio management is a way to bridge the gap between strategy and implementation.

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

·       Gain a detailed knowledge of portfolio management framework and processes

·       Establish a methodology for identifying, evaluating, selecting, and prioritizing projects

·       Use advanced techniques to track multiple-project progress

·       Manage the enterprise resource pool

·       Analyze the portfolio and learn how to increase its effectiveness

Course Curriculum

8 Lectures
Module 01 - Portfolio Management and Organization
  • Portfolio and portfolio management
  • Portfolio characteristics
  • Workshop select portfolio
  • Organization and strategy
  • Workshop determine organizational strategy
  • Program and project
  • Organizational Project Management (OPM)
  • Roles in Portfolio Management
  • Portfolio lifecycle
  • Portfolio management information system (PMIS)
Module 02 - Portfolio strategic management
  • Portfolio Strategic Plan
  • Portfolio Management Plan
  • Portfolio Charter
  • Workshop develop portfolio charter
  • Portfolio inventory - Workshop develop portfolio inventory
  • Portfolio Roadmap
  • Workshop develop portfolio roadmap
  • Evaluating Portfolio Key Components
  • Selecting Portfolio Key Components
  • Portfolio Optimization
  • Managing Strategic Alignment
Module 03 - Portfolio Governance
  • Develop Portfolio Management Plan
  • What is Portfolio Governance
  • Governance Framework
  • Portfolio Governance Design
  • Portfolio Governance Roles
  • Governance Elements, Domains, and Functions
  • Optimize, authorize, and oversight portfolio
  • Workshop design portfolio prioritization model
Module 04 - Portfolio Capacity and Capability Management
  • Capacity Management
  • Capacity assessment and planning
  • Workshop portfolio capacity plan
  • Supply and demand Management
  • Supply and demand Analysis, Allocations, and Optimization
  • Workshop portfolio demand plan
  • Organizational Capabilities
  • Capability Assessment
  • Capability development
  • Workshop portfolio capabilities matrix
  • Balance Capacity and Capability
Module 05 - Portfolio Stakeholder Engagement
  • Identifying, Analysis, Categorization of Portfolio Stakeholders
  • Stakeholder Engagement Planning
  • Communications Management Approaches
  • Portfolio Communications
  • Workshop portfolio stakeholder analysis
Module 06 - Portfolio Value and Benefit Management
  • What Is Value/ benefit Management?
  • Components of Value/ benefit Management
  • Negotiating Expected Value/ benefit
  • Maximizing, Assuring, Realizing, Measuring, Reporting Value/ benefit
  • Workshop portfolio values plan
Module 07 - Portfolio Risk Management
  • Portfolio Risk Management Framework
  • Portfolio Risk Management Plan
  • Portfolio risk appetite statement
  • Managing Portfolio Risk
  • Balancing Risk
  • Workshop portfolio risk register
  • Case Study
  • Transportation Business at CH2M (a global engineering company)
  • J.P. Morgan Chase & Co
  • PfMP Mock Exam
Module 08 - PfMP Exam Preparation
  • Exam objectives
  • Exam requirements
  • Filling the application
  • Tips for taking the exam
  • How to pass from the 1st trial

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