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Portfolio Management
| Qualification: |
Portfolio Management |
| Course Code: | TC1153 |
| Nominal Days: | 1 |
| Program Area: | Program & Portfolio Management |
In-house and customised training workshops available please phone 1300 701 314 for details
OVERVIEW |
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:
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| 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. |
| TARGET AUDIENCE | This workshop is designed for:
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| LEARNING OUTCOMES & FACILITATION |
Successful completion of this workshop will enable participants to gain an understanding of the following:
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| 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. |
7 PROFESSIONAL DEVELOPMENT UNITS (PDUS) AWARDED![]() |
PMPartners 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. |
| DELIVERY |
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: |
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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
-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
-Categorisation
-Evaluation
-Selection
-Prioritisation
-Portfolio balancing
-Authorisation
-Portfolio Review and Reporting
-Strategic Change
- Portfolio Governance
- Approach
- Roles and Responsibilities
- Benefits realisation
- Roles and Responsibilities
- Benefits realisation
- Portfolio management tools and techniques





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