Portfolio Management

In-house and customised training workshops available please phone 1300 701 314 for details

OVERVIEW

Project Portfolio Management ensures that the collection of projects as selected by management meet the goals of the organisation. It is the link between aspirations of the business and business reality.

Whilst project management and program management are concerned with "doing work right", portfolio management focuses on "doing the right work".

Managing the portfolio is an ongoing business function, like financial management or corporate risk management. It is a permanent activity, whereas projects and programs are of a temporary nature.

Portfolio management provides the means to:

Establish the appropriate structure for selection of programs and projects
• Allocation of the right resources to the appropriate programs and projects
• Ensure ongoing alignment of programs and projects with strategic objectives
• Optimise organisational investment
• Providing information and recommendations to decision makers at all levels

WORKSHOP OBJECTIVE

This introductory workshop is designed to provide highly experienced managers, project managers and program managers with an understanding of project portfolio management and its importance in gaining visibility and strategic control over the project/program agenda. The workshop is based on the Project Management Institute's (PMI) The Standard for Portfolio Management, and best practice principles.

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Who this course is forBack to top

This workshop is designed for:

• Current strategic initiative managers in charge of organisational strategy
• Experienced project/program managers wanting to progress to the next level
• Experienced project/program managers seeking a broader understanding of portfolio management
• Portfolio managers
• Portfolio management office
• Managers of program and project managers

PREREQUISITES

Participants should have an understanding of the project, program and corporate environment. A good understanding of formal project and program management methodologies and approaches is recommended.

PRE-COURSE WORK

There is currently no pre-course work for the Portfolio Management workshop.

Industry Certified RecognitionBack to top 

8 CONTINUOUS PROFESSIONAL DEVELOPMENT POINTS (CPDS) AWARDED

PM-Partners are registered AIPM Assessors and recognised as a Project Managed Organisation by the Australian Institute of Project Management.

This workshop is endorsed by the Australian Institute of Project Management (endorsement number 0142).  Participants holding any of the Project Management accreditations (CPPP/CPPM/CPPD) are eligible to earn 8 points (CPDs) for each day's participation in this workshop.

7 PROFESSIONAL DEVELOPMENT UNITS (PDUS) AWARDED

PM-Partners 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 7 PDUs for their participation in this workshop.

Outcomes & Certification EligibilityBack to top

Successful completion of this workshop will enable participants to gain an understanding of the following:

• The role of portfolio management within the organsation and in relation to corporate strategy
• How portfolio management can improve implementation and maintenance of corporate initiatives
• Interactions between portfolio, program and project managers
• Portfolio management reporting

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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.

CUSTOMISATION

Tailor this workshop for your organisation or team. Please speak to a PMPartners consultant for further details

PLEASE NOTE:

• Examinations are undertaken on the final day of each workshop
• A Foundation exam pass is a pre-requisite to sitting the Practitioner exam
• The Association for Project Management Group Ltd (UK) administers the MSP examination scheme.

Workshop Content Summary

Portfolio management framework

• What is a portfolio
• What is project portfolio management
• Links between portfolio management, program and project management
• Benefits of portfolio management
• Challenges of portfolio management

Portfolio management processes

• Identification
• Categorisation
• Evaluation
• Selection
• Prioritisation
• Portfolio balancing
• Authorisation
• Portfolio Review and Reporting
• Strategic Change

Portfolio Governance

• Approach
• Roles and Responsibilities
• Benefits realisation

Portfolio management tools and techniques

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