Portfolio Management Introduction
Audience
Anyone filling a significant role within a portfolio environment and who needs an introduction to the portfolio environment, including :
- Portfolio Directors
- Portfolio Managers
- Senior stakeholders from the business
- Staff working on a Portfolio
- Portfolio Office staff
Background
A number of formal and informal approaches to portfolio management are now available. One of the most popular is Management of Portfolios (MoP®) which is the best practice framework for delivering portfolios of work.
Objectives
On completion, delegates will understand how to:
- Explain the differences between portfolios & programmes
- Identify key factors for a successful portfolio
- Describe a typical portfolio organisation structure
- Explain the specific role of the Portfolio Sponsor
- Describe a typical governance framework for a portfolio
- Understand the benefits and principles underlying a structured approach to portfolio management such as Management of Portfolios (MoP®)
- Understand how to implement portfolio management in your organisation
Course Content
- Strategic change portfolio and strategic alignment
- Roles and responsibilities
- The portfolio lifecycle
- Overview of best practice models, including MoP®
- Delivering Value
- Benefits planning and management
- Risk management across change
- Resource management
- Putting it all into practice
A realistic case study is used during the course to allow delegates to consolidate their knowledge of portfolio management through hands-on syndicate work with key document templates.
Duration
One day, in-house
Awards
A level 4, 3 credit award can be achieved using this course. The award can be used towards a Certificate in Managing Change (Level 4, 13 units).
Delivered by
This course is delivered in association with C4CM



