Management of Portfolios (MoP™)
| Qualification: | Management of Portfolios (MoP™) |
| Course Code: | TC1190 + TC1192 + TC1197 |
| Nominal Days: | 2 + 1 + 2 |
OVERVIEW
On this page
To be successful, organisations must evolve and this means improving how they run their business on a daily basis (business as usual), and adapting to emerging demands and expectations. Portfolio Management helps organisations make decisions about implementing the right changes to business as usual; those changes are delivered via projects and programmes.
Management of Portfolios (MoP™) approaches the management of change projects and programmes from a strategic viewpoint. It provides an overview of all change activities including what is in the portfolio, what it is costing, what risks are faced, what progress is being made, and what the impact is on business as usual and the organisation’s strategic objectives.
The benefits of MoP™ for organisations include:
- Improved strategic contribution – more of the 'right' projects are undertaken.
- Removal of redundant, duplicate and low value adding projects and programmes.
- More effective implementation of projects and programmes via management of constraints, risks and dependencies.
- More efficient utilisation of scarce resources including skilled project/programme managers.
- Improved accountability and corporate governance.
Workshop Objective - 2 Day Management of Portfolios (MoP™)
This workshop is about providing an understanding of:
- The Portfolio Management cycles, practices and techniques and the organisational context within which they operate
- Effective approaches to investment identification, categorisation, prioritisation and selection
- How project and programme success can be enhanced by adopting a Portfolio perspective to delivery
- The opportunity to demonstrate sufficient knowledge and understanding to work as an informed member of a Portfolio Office or in a range of Portfolio Management roles.
Who this course is forBack to top
This workshop is designed for:
- Members of Management Boards and Directors of Change
- Programme and Project Sponsors
- Portfolio, Programme, Project, Business Change and Benefits Managers;
- Business Case writers and Project appraisers;
- Those in other functions/departments with a role in delivering strategic objectives.
Training Timetable Back to top
| Sydney | 10-11 July; 25-26 September |
| Melbourne | Public workshops may be scheduled depending on demand |
Workshop Objective - 1 Day MoP™ Foundation Preparation
This workshop includes review and consolidation of concepts as explored in the Management of Portfolios workshop and practice exam questions for the Foundation level certification.
Who this course is forBack to top
This workshop is designed for:
- Portfolio, Programme, Project, Business Change and Benefits Managers;
- Business Case writers and Project appraisers;
- Those in other functions/departments with a role in delivering strategic objectives.
- Anyone with an interest, and/or role, in delivering programmes and projects, and organisational strategy from inception to delivery and wanting to gain the Foundation level certification.
Training Timetable Back to top
In-house and customised training workshops also available please phone 02 9900 1400 for details
| Sydney | 12 July; 27 September |
| Melbourne | Public workshops may be scheduled depending on demand |
PREREQUISITES
2 day Management of Portfolios workshop (TC1190).
EXAMINATION & CERTIFICATION
The MoP™ Foundation exam is a 40 minute 50 multiple question closed book examination. It has a pass mark of 50%.
Workshop Objective - 2 Day MoP™ Practitioner Preparation
This workshop builds on the Foundation level certification to provide understanding of how to apply and tailor the MoP guidance and to analyse portfolio data, documentation and roles in relation to a scenario situation.
Who this course is forBack to top
This workshop is designed for:
- Portfolio, Programme, Project, Business Change and Benefits Managers;
- Business Case writers and Project appraisers;
- Those in other functions/departments with a role in delivering strategic objectives.
- Anyone with an interest, and/or role, in delivering programmes and projects, and organisational strategy from inception to delivery and wanting to gain the Practitioner level certification.
Training Timetable Back to top
In-house and customised training workshops also available please phone 02 9900 1400 for details
| Sydney | 30-31 October |
| Melbourne | Public workshops may be scheduled depending on demand |
PREREQUISITES
MoP Foundation level certification
EXAMINATION & CERTIFICATION
The MoP™ Practitioner exam is a 3 hour examination based on a scenario, with a total of 4 questions containing 20 question lines, each of which attrraccs 1 mark, giving a total of 80 marks. The pas mark is 40 (50%). The Practitioner exam tests knowledge, understanding, application, analysis and evaluation of the Guide.
Industry Certified RecognitionBack to top

MoP™ is a Trade Mark of the Cabinet Office. The Swirl™ logo is a trade mark of the Cabinet Office.
PM-Partners are registered AIPM Assessors and recognised as a Project Managed Organisation by the Australian Institute of Project Management.
UP TO 35 PROFESSIONAL DEVELOPMENT UNITS (PDUS) AWARDED
PM-Partners group is a Global PMI (Project Management Institute) Registered Education Provider.
Participants who have been awarded the Project Management Professional Certification (PMP®) by the Project Management Institute are eligible to earn 14 PDU's for participation in the Management of Portfolio (MoP™) workshop and 7 PDU's for participation in the MoP™ Foundation Preparation workshop.
How this course is deliveredBack to top
All workshops may be conducted onsite or at our premises, with experienced facilitators providing group and/or individual instruction. Training is provided through hands-on learning, relevant exercises and the provision of a participant handbook. Our participants receive email support throughout the study process and are also entitled to complementary telephone consultation/advice within 60 days of workshop completion.
Workshop Content Summary
Management of Projects (MoP™) - 2 Days
Introduction to MoP™
- Where it fits within the existing OGC Best Management Practice Guidance
- Purpose and scope
- Defining portfolios and portfolio management
- Objectives and benefits of portfolio management
Implement, Sustain and Measure
- 3 broad approaches to implementing portfolio management
- Assessing portfolio management maturity and impact
Strategic and Organizational Context
- How portfolio management can coordinate with the following lto deliver strategic objectives:
- BAU
- Strategic planning
- Resource allocation and budgeting
- Project and programme management
- Performance management
Portfolio Management Principles
- Senior management commitment
- Governance alignment
- Strategy alignment
- Portfolio office
- Energised change culture
Portfolio Definition Cycle
- Understand, Categorise, Prioritise, Balance and Plan
Portfolio Delivery Cycle
- Management control, Benefits management, Financial management, Risk Management, Stakeholder engagement and Organizational governance
Roles
- Portfolio Direction Group (PDG) or Investment Committee (IC)
- Portfolio Progress Group (PPG) or Change Delivery Committee (CDC)
- Business Change Director or Portfolio Director
- Portfolio Benefits Manager
Documentation
- Portfolio Management Framework
- Portfolio Strategy
- Portfolio Delivery Plan
- Portfolio Benefits Management Framework
- Portfolio Benefits Realisation Plan
- Portfolio Financial Plan
- Portfolio Resource Schedule
- Portfolio Stakeholder and Communication Plan
- Portfolio Dashboard
MoP™ Foundation Preparation - 1 Day
Review of all Foundation Syllabus areas including:
- Syllabus Area 1: Overview
- Syllabus Area 2: Implement, Sustain and Measure
- Syllabus Area 3: Strategic and Organizational Context
- Syllabus Area 4: Portfolio Management Principles
- Syllabus Area 5: Portfolio Definition Cycle
- Syllabus Area 6: Portfolio Delivery Cycle
- Syllabus Area 7: Role and Documentation
- Practice MoP™ Foundation exam questions
MoP™ Practitioner Preparation - 2 Days
Review of all Practitioner Syllabus areas including:
- Syllabus Area 1: Overview
- Syllabus Area 2: Implement, Sustain and Measure
- Syllabus Area 3: Strategic and Organisational Context
- Syllabus Area 4: Portfolio Management Principles
- Syllabus Area 5: Portfolio Definition Cycle
- Syllabus Area 6: Portfolio Delivery Cycle
- Syllabus Area 7: Role and Documentation
- Practice MoP™ Practitioner exam questions

PRINCE2® is a Registered Trade Mark of the Cabinet Office. MSP® is a Registered Trade Mark of the Cabinet Office. P3O® is a Registered Trade Mark of the Cabinet Office. MoP™ is a trade mark of the Cabinet Office. The APMG Swirl Agile Project Management Device is a trade mark of APM Group Ltd. The Swirl logo™ is a Trade Mark of the Cabinet Office.





