Portfolio Management

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synopsis

Portfolio Management is a four-day, integrated, case-study-based class. It provides an understanding of the role of portfolio management in today's business environment. It illustrates the methodology, tools, and techniques used to successfully select, prioritise, and optimise projects to achieve organisational strategies and objectives. This course aligns with the latest versions of A Guide to the Project Management Body of Knowledge® (PMI® Guide to the PMBOK®) and PMI® Standard for Portfolio Management.


The course is delivered over four days, combining lectures, interactive discussions, hands-on exercises, and case studies. Participants can apply their learning to real-world scenarios and receive valuable feedback from experienced instructors. Do not miss this opportunity to elevate your portfolio management expertise and contribute to your organisation's strategic success. Enrol in Portfolio Management today and unlock the potential to make informed, strategic project decisions.


You can attend this course in one of the following formats: 

  1. instructor-led training in a live, virtual classroom,
  2. e-training (on-demand),
  3. instructor-led training in a live classroom, and
  4. blended (on-demand and live sessions).

you will learn how to

At the end of this course, you should be able to:

  • Articulate the strategic importance of portfolio management in organisational success.
  • Employ a systematic approach to project selection, prioritisation, and optimisation.
  • Utilise industry-standard tools and techniques to manage project portfolios effectively.
  • Analyse case studies to make informed decisions and overcome portfolio management challenges.
  • Align project portfolios with organisational strategies and objectives.
  • This course uses digital materials.

audience

The intended audience for the "Portfolio Management" course described in the course description includes a range of professionals who are involved in project management and organisational decision-making. Here's a more detailed breakdown of the target audience:

  • Project Managers: Experienced project managers who want to broaden their skill set and take on more strategic roles within their organisations. This course will help them understand how their projects fit into the larger portfolio and organisational strategies.
  • Portfolio Managers: Professionals responsible for managing portfolios of projects within their organisations. This course can give them additional insights, tools, and techniques to enhance their portfolio management skills.
  • Business Analysts: Business analysts play a crucial role in identifying and analysing business needs, which are essential inputs for portfolio management decisions. This course can help business analysts understand how their work connects to portfolio management processes.
  • Executives and Leaders: This course caters for senior executives, directors, and leaders responsible for making strategic decisions and allocating resources within their organisations. Understanding portfolio management principles can enable them to make more informed decisions about which projects to invest in to achieve strategic objectives.
  • Professionals in Transition: Individuals looking to transition into roles related to project and portfolio management. This course can serve as a foundational knowledge base for those seeking to enter this field.
  • Anyone Involved in Project Selection and Prioritisation: Professionals across diverse departments such as finance, IT, marketing, and operations play essential roles in their organisations by participating in project selection, prioritisation, and resource allocation processes.

It's important to note that the course accommodates a wide range of professionals at different stages of their careers and with varying levels of experience in project and portfolio management. The course content and format may be structured to cater to beginners and more experienced practitioners in the field.

OUTLINE

  • MODULE 1: INTRODUCTION TO PORTFOLIO MANAGEMENT

    At the end of this module,  you should be able to:

    1. Understand the concept of portfolio management and its importance in achieving organisational goals.
    2. Define the role of a portfolio manager within an organisation.
    3. Recognise the challenges and opportunities in portfolio management.

  • MODULE 2: STRATEGIC ALIGNMENT

    At the end of this module, you should be able to:

    1. Identify the strategic objectives and goals of an organisation.
    2. Learn how to align project portfolios with organisational strategies.
    3. Analyse case studies to determine the impact of strategic alignment on project success.

  • MODULE 3: PROJECT SELECTION AND PRIORITISATION

    At the end of this module,  you should be able to:

    1. Explore various methods and criteria for project selection.
    2. Develop a systematic approach to prioritise projects within a portfolio.
    3. Apply decision-making techniques to choose the most suitable projects for inclusion in a portfolio.

  • MODULE 4: RESOURCE ALLOCATION AND OPTIMISATION

    At the end of this module, you should be able to:

    1. Understand resource constraints and their impact on portfolio management.
    2. Learn how to allocate resources effectively to maximise portfolio value.
    3. Apply optimisation techniques to balance resource allocation across projects.

  • MODULE 5: RISK MANAGEMENT IN PORTFOLIO MANAGEMENT

    At the end of this module, you should be able to:

    1. Identify and assess risks associated with project portfolios.
    2. Develop risk mitigation and contingency strategies within the portfolio context.
    3. Analyse case studies to understand how risk management influences portfolio success.

  • MODULE 6: MONITORING AND CONTROL

    At the end of this module, you should be able to:

    1. Implement monitoring and control mechanisms to track portfolio performance.
    2. Learn how to make timely adjustments to the portfolio based on performance data.
    3. Use key performance indicators (KPIs) to evaluate the portfolio's health.

  • MODULE 7: PORTFOLIO REPORTING AND COMMUNICATION

    At the end of this module, you should be able to:

    1. Develop effective reporting and communication strategies for portfolio stakeholders.
    2. Create clear and concise portfolio reports that convey vital information.
    3. Understand the importance of transparency and communication in portfolio management.

  • MODULE 8: CASE STUDIES AND PRACTICAL APPLICATION

    At the end of this module, you should be able to:

    1. Analyse real-world case studies to apply portfolio management principles.
    2. Work in teams to solve portfolio management challenges.
    3. Present solutions and recommendations based on case studies.

  • MODULE 9: INDUSTRY STANDARDS AND BEST PRACTICES

    At the end of this module, you should be able to:

    1. Familiarise yourself with industry standards, including the PMI® Guide to the PMBOK® and PMI® Standard for Portfolio Management.
    2. Understand how you can integrate industry best practices into portfolio management processes.

  • MODULE 10: FINAL ASSESSMENT AND CERTIFICATION

    At the end of this module, you should be able to:

    1. Demonstrate a comprehensive understanding of portfolio management concepts and practices.
    2. Complete a final assessment to earn a course certification.
    3. Prepare to apply your knowledge professionally and contribute to effective portfolio management within your organisation.

Portfolio Management FAQs

  • What background do I need for this course?

    No XXXX experience is required. 

  • Is the on-demand content the same as the 4-day instructor class?

    The content and concepts are very similar. We designed the on-demand class to be suitable for a digital, self-study format.

  • What will I receive in the self-study, interactive course?

    At the end of this course, you will receive: 


    • 32 hours of content,
    • a printable student guide, 
    • interactive video lessons with personalized navigation,
    • instructor email support,
    • a student discussion board where you can engage and chat with other students,
    • interactive games, 
    • Interactive learning assessments, and
    • practice exams.

  • How will I access my course materials if I choose on-demand method?

    When we receive the payment, you will receive an email from INDENTRA LTD. with all the links and information you need to get started.

  • How can I sign up for a review session or an Instructor-led version of this course?

    Once you enroll in the course, INDENTRA LTD will send you an email with the specific details and dates.

  • How to schedule my instructor-led training?

    At any time, you may call or email our customer service team for assistance in enrolling in the event date of your choice. Alternatively, you can choose to use the online scheduling feature.

Portfolio Management Reviews

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