Course Summary
In this course, you will gain a fundamental understanding of portfolio management as per the AXELOS Management of Portfolios (MoP) framework. Tailored for beginners and those looking to formalize their knowledge, this course covers the core principles and practices needed to manage and deliver portfolios successfully. You will explore how to implement MoP techniques to align projects and programs with organizational strategy, enhance decision-making, and optimize resource allocation. Through comprehensive lessons and practical exercises, you will build a strong foundation in portfolio management.
What you will learn:
• You will grasp the essential concepts and principles of portfolio management.
• You will learn to align project portfolios with business strategy.
• You will understand how to optimize resource allocation and prioritization.
• You will acquire knowledge to identify and manage portfolio risks.
• You will develop the ability to apply MoP foundation practices in various contexts.
Module 1: Overview
• Portfolio and Portfolio Management
• Portfolio Management Model
• Portfolio Definition and Delivery Practices
• Project and Project Management
• Programme and Programme Management
• Portfolio, Project, and Programme Management
• Circumstances Affect the Principles and Practices
• Cost Effective Approaches
• Objectives of Portfolio Management
• Benefits of Portfolio Management
Module 2: Implement, Sustain, and Measure
• Implement Portfolio Management
• Advantages of Planned Approaches
• Stages of Implementing Portfolio Management
• Factors to Consider in Sustaining Progress
• Assessing Portfolio Management Maturity
Module 3: Strategic and Organisational Context
• 6 Key Functions
• Business as Usual
• Strategic Planning
• Budgeting and Resource Allocation
• Programme and Project Management
• Performance Management
• Corporate Governance
Module 4: Portfolio Management Principles
• Five Principles
• Senior Management Commitment
• Governance Alignment
• Strategy Alignment
• Portfolio Office
• An Energised Change Culture
Module 5: Portfolio Definition Cycle
• Overview
• Understand Practice
• Categorise Practice
• Prioritise Practice
• Balance Practice
• Plan Practice
Module 6: Portfolio Delivery Cycle
• Portfolio Delivery Cycle
• Management Control Practice
• Benefits Management Practice
• Financial Management Practice
• Risk Management Practice
• Stakeholder Engagement Practice
• Organisational Governance Practice
• Resource Management Practice
Module 7: Roles and Documentation
• Portfolio Direction Group (PDG) or Investment Committee (IC)
• Portfolio Progress Group (PPG) or Change Delivery Committee (CDC)
• Business Change Director or Portfolio Director
• Portfolio Manager
• Portfolio Benefits Manager
• Portfolio Management Framework
• Portfolio Strategy
• Portfolio Benefits Management Framework
• Portfolio Benefits Realisation Plan
• Portfolio Financial Plan
• Resource Schedule
• Portfolio Stakeholder Engagement and Communication Plan
• Portfolio Dashboard
Other Popular Courses
Executive Cyber Risk Certification (ECRC)
- Duration: 2 Days
- Language: English
- Level: Intermediate
- Exam: ECRC
Mastering Communication & Presentation Te...
- Duration: 4 Days
- Language: Danish
- Level: Intermediate
- Exam: MCPT
Next Generation Mindfulness
- Duration: 1 Days
- Language: English
- Level: Foundation
- Exam: NGM