Course Overview
Portfolio Management Standard Training:
Portfolio management is the centralized management of one or more portfolios, which includes identifying, prioritizing, authorizing, managing, and controlling projects, programs, and other related work, to achieve specific strategic business objectives.
Portfolio management is an approach to achieving strategic goals by selecting, prioritizing, assessing, and managing projects, programs and other related work based upon their alignment and contribution to the organization’s strategies and objectives.
Portfolio management combines
a. The organization’s focus of ensuring that projects selected for investment meet the portfolio strategy
b. The project management focus of delivering projects effectively and within their planned contribution to the portfolio.
The course has been divided into comprehensive modules. The description of each is as follows:
Introduction to Standard for Portfolio Management: The Standard for Portfolio Management addresses the need for a documented set of processes that represent generally recognized good practices in the discipline of portfolio management
Links, Roles and Metrics in Portfolio Management: Linkages of Portfolio management between Organizational governance, operation management and Program/ project management.
Portfolio Management Process and Organization: This topic describes the key components of the portfolio management context in the sections: Portfolio Management Process Overview, Portfolio Stakeholder Roles, Responsibilities and Organizational Influences.
Portfolio Management Processes: Focus on Portfolio Management Process Groups and detailing on Individual group, Identification, Categorization, Evaluation, Selection, Prioritization, Portfolio Balancing, Authorization, Portfolio Reporting and Review and Strategic Change.
Why take this Portfolio Management Standard course?
Portfolio management will enable executive management in meeting organizational needs and expectations. Portfolio management enhances transparent and efficient decision-making concerning projects, either directly or under programs.
Pre-Requisites Portfolio Management Standard:
- Basic Computer Knowledge
- Basics knowledge of Project Management
- Passion to learn
Learning Objectives Portfolio Management Standard:
- To learn about the standards for portfolio management
- To learn about links, roles and metrics in portfolio management
- To understand portfolio management process and organization
- To understand the framework of operational and project aspects of an organization that must be considered in portfolio management. This leads to tactical implementation of operational and project-related activities, thus establishing Organization vision, mission, strategy and objectives.
Target Audience Portfolio Management Standard:
- Senior Executives
- Portfolio Managers
- Associate Project Managers
- Project Management Professionals
- Program Managers
- Consultants, Trainers and Researchers