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

There are no prerequisites to this course.

Exam Format Type: Multiple Choice Examination Number of Questions: 50 questions per paper Passing Score: 25 out of 50 marks (50%) Duration: 40 minutes Open Book: Closed book

Following your booking, a confirmation message will be sent to all participants, ensuring you're well-informed of your successful enrollment. Calendar placeholders will also be dispatched to assist you in scheduling your commitments around the course. Rest assured, all course materials and access to necessary labs or platforms will be provided no later than one week before the course begins, allowing you ample time to prepare and engage fully with the learning experience ahead.

Our comprehensive training package includes all the necessary materials and resources to facilitate a full learning experience. Enrollees will be provided with detailed course content, encompassing a wide array of topics to ensure a thorough understanding of the subject matter. Additionally, participants will receive a certificate of completion to recognize their dedication and hard work. It's important to note that while the course fee covers all training materials and experiences, the examination fee for certification is not included but can be purchased separately.

Questions About This Course?