Project Portfolio Management Course
Registration
- Professionals, managers, and senior managers who:
- Support portfolio management decision-making processes
- Select or prioritize projects
- Are members of the Project/Program Management Office
- People responsible or interested in developing and managing their project portfolios
Course Objectives
- Learn and understand the Standard For Portfolio Management, PMI®
- Learn the key elements for effective use of Project Portfolio Management Process implementation
- Manage inventory of projects
- Develop Project Portfolio Management Process for your organization
- Implement a effective Project Portfolio Management system for your organization
- Establish monitoring processes
- Use a scoring system
- Balance/ Prioritize your project portfolios
- Write and document Lessons Learned as historical records
DESCRIPTION
The purpose of this course is to understand the “Standard For Portfolio Management, by the Project Management Institute – PMI®” and to learn how to manage and implement effective Project Portfolio Management Process that align the portfolios of projects with the company's overall strategic objectives.
This course is aligned with the PMBOK® Guide, 4th Edition and includes:
- Case studies
- Templates/worksheets for implementing a Project Portfolio Management Process
Related Course
- Building the Program Management Office - PME32
- Building the Project Management System - PME33
- Project Management Maturity – Sustaining Organizational Excellence - PME34
Course Outline
Module 1: The Introduction
- Presents the “Standard For Portfolio Management
- Defines what a portfolio is and portfolio management
- Discuss the interaction among project, program, and portfolio management
Module 2: Portfolio Management Overview and Organization
- Overview of the process that are used in the Standard
- Describes stakeholder roles, and organization influences
Module 3: Portfolio Management Processes:
- Defines the process groups and maps the portfolio knowledge areas to those process groups
- Key elements for quick, effective, and easy project portfolio management process implementation
Module 4: Portfolio Governance
- The processes involved in developing a structure for ensuring quality and oversight to the portfolio
- Describes various processes, such as:
- Identify, categorize, & evaluate components
- Select & prioritize components
- Balance Portfolio
- Communicate Portfolio Adjustment
- Authorize Components
- Review and Report Portfolio Performance, and
- Monitor Business Strategy Changes
Module 5: Portfolio Risk Management
- This module describes the processes concerned with conducting risk management for portfolios
- The processes presented here are:
- Identify Portfolio Risks
- Analyze Portfolio Risks
- Develop Portfolio Risk Responses, and
- Monitor and Control Portfolio Risks
Portfolio Tools
- This module shows the use of tools:
- Why to use PPM Tools?
- Effective selection and use of tools
- Available tools
- Presentation of Microsoft Project Portfolio Server






