Course Schedules

Classroom 7 Sessions
Online / Live
Live

No dates scheduled

Introduction

Portfolio management presents an opportunity for governing bodies to exert influence over a collection of projects, programs, and ongoing initiatives, guiding them towards specific outcomes. While program and project management focus on the execution of individual initiatives, portfolio management is crucial for selecting the most appropriate mix of projects. This becomes increasingly vital in the post-crisis era, where organizations must adapt to a changing landscape characterized by new risks, approaches, priorities, and the need for flexible yet effective governance.

This Building, Planning, and Managing Post-Crisis Project Portfolios training course offers practical insights and examples on how organizations can utilize processes and tools to identify, select, prioritize, govern, allocate resources, monitor, and report on the status and performance of project portfolios. Emphasis is placed on ensuring alignment with organizational objectives amidst evolving challenges.

Key components of this training course include:

  • Understanding portfolio management as a strategic implementation tool
  • Exploring the portfolio life cycle, its phases, and associated controls
  • Strategic realignment of portfolios in response to new challenges post-crisis
  • Integrating portfolio governance with organization-wide governance structures
  • Managing portfolio stakeholders, risk, and value to optimize outcomes

What are the Goals?

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

  • Learn and apply the main concepts of portfolio management
  • Learn how to build a portfolio and identify and evaluate its components
  • Learn how to prepare a prioritized portfolio register and plan the portfolio
  • Learn how allocate portfolio resources and apply capacity management techniques
  • Measure and report portfolio performance using KPIs and Dashboards

Who is this Training Course for?

This training course is suitable for all executives, portfolio managers and functional managers of various levels, who are involved in all stages of selecting, prioritizing, budgeting, authorizing, planning, and managing project portfolios.

This Anderson training course is suitable to a wide range of professionals but will greatly benefit:

  • Board Members and Senior Executives
  • Functional Managers working such as Finance, IT and Procurement Managers
  • Portfolio Managers and Portfolio analyst
  • PMO managers and PMO staff
  • Program and senior Project managers

How will this Training Course be Presented?

This Anderson training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. To serve the program goals a mix of different techniques will be used to energize the trainees such as lectures, power-point presentation, application on portfolio analysis tools, structured discussions, brainstorming sessions, and case studies.

Course Content

Day 1

Portfolio Management Concepts and Definitions

  • Organizational Project Management (Portfolios, Programs and Projects)
  • Principals of Portfolio Management, Program Management and Project Management
  • Portfolio Management and Organizational Strategy
  • COVID Impact on Strategy and Portfolio Management
  • Standard Roles in Portfolio Management before and after COVID 19
  • Portfolio Governance and Organizational Governance
Day 2

The Portfolio Life Cycle

  • Portfolio Life-Cycle Overview
  • Initiating and Building a New Portfolio
  • Re-Building an Existing Portfolio
  • Selecting and Prioritizing Portfolio Components
  • Portfolio Planning before and after COVID 19
  • Portfolio Execution, Optimization, Monitoring and Controlling
Day 3

Portfolio Strategic Management and Governance

  • Developing Portfolio Strategic Objectives
  • Portfolio Charter
  • Portfolio Roadmap
  • Selecting Portfolio Components
  • Portfolio Strategic Alignment
  • Portfolio Governance
Day 4

Portfolio Capacity and Capability Management

  • Capacity management
  • Supply and demand management
  • Organizational Capabilities Assessment and Management
  • Portfolio Reporting and Analytics (KPIs, Dashboards, etc)
  • Portfolio Stakeholder Management and Communications
Day 5

Portfolio Risk and Value Management

  • Portfolio Risk Management
  • Portfolio Value Management
  • Design and Implementation of Portfolio Management Information System (PMIS)
  • Course Review
  • Question and Answer

The Certificate

Recognition
  • Anderson Certificate of Completion for delegates who attend and complete the training course
  • The applicable PMI Professional Development Units/Contact Hours will be reflected in the Certificate of Completion

Accreditation

PMI Approved Training Courses

Anderson is an official PMI Authorized Training Partner (ATP). All applicable project management courses are pre-approved by the Project Management Institute, allowing participants to earn the necessary PDUs and Contact Hours for certification and recertification.

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