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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


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