Portfolio Management Professional

Section 1: Introduction To Portfolio And Portfolio Management  

• Key Definitions Of Portfolio And Portfolio Management
• Portfolio Management Model
• Relationship Between The Principles, Cycles, Practices And Relevant Techniques
• Differences Between Portfolios, Programmes, And Projects
• Differences Between Portfolio, Programme And Project Management
• How Can Local Context Affect Mop Principles & Practices – How To Adopt Cost-Effective Approaches?
• Objectives And Benefits Of Portfolio Management 

Portfolio Selection & Implementation 

• The Need For A Portfolio Approach To Investment
• The Approaches To Implementing Relevant Portfolio Management
• Benefits Of Assessing The Impact Of Portfolio Management
• Factors Required To Sustain Progress
• Approaches To Assessing Portfolio Management Maturity

Section 2: Strategic And Organization Context 

• Six Key Functions / Activities That Portfolio Management Needs To Coordinate With To Achieve Strategic Objectives
• Identify How Portfolio Management Can:
  • Coordinate With All Other Stratagems To Deliver Strategic Objectives
  • Support Effective Corporate Governance

Portfolio Management Governance

• The Principles Upon Which Effective Portfolio Management Is Based
• Senior Management Commitment
• Governance Alignment
• Strategy Alignment
• Portfolio Office
• Energized Change Culture 

Section 3: Portfolio Definition Cycle, Risk Management, And Delivery Cycle

• Terms & Concepts Relating To The Portfolio Definition Cycle
• Three-Point Estimating And Reference Class Forecasting
• What Is Involved And The Keys To Success 

Portfolio Risk Management

• Portfolio Risk Management Process
• An Enterprise View Of Risk & Governance
• Risk Drivers & Metrics

Portfolio Delivery Cycle 

• Portfolio Delivery Practices
• Tried And Tested Techniques For Delivery Practice
• What Is Involved, The Main Elements, And Keys To Success 

Section 4: Roles And Documentation, Risk And Return And Applying Portfolio Cycle

Roles And Documentation 

• Purposes And Responsibilities Of The Main Portfolio Management Roles Identified In Mop
• Purposes Of The Main Portfolio Management Documentation

Portfolio Risk & Return 

• Return Measures
• Risk Characteristics

Applying The Portfolio Definition Cycle 

• Apply And Tailor Practices And Techniques Of The Portfolio Definition Cycle To A Scenario
• Identify Appropriate Practices And Techniques Within The Portfolio Definition Cycle
• Identify, Analyse And Distinguish Between Appropriate And Inappropriate Application Of Portfolio Definition Practices And Techniques To A Scenario 

Section 5: Portfolio Delivery Cycle Presentation

• Apply And Tailor The Practices, Techniques, And Responsibilities Of The Portfolio Delivery Cycle To A Scenario
• Identify Appropriate Practices And Techniques Within The Portfolio Delivery Cycle
• Identify, Analyze And Distinguish Between Appropriate And Inappropriate Application Of Portfolio Delivery Practices To A Scenario
• Analyze Whether The Approaches Adopted Are Appropriate, With Reasons, In A Given Scenario
• Analyze Whether The Portfolio Documentation Is Fit For Purpose, With Reason
• Final Discussion, Training Evaluation