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Portfolio Management Skills

  • Advanced
  • 18 and older
  • $1,250
  • Online Virtual Course
  • 18 hours over 6 sessions

Start Dates (0)

  • $1,250
  • Online Virtual Course
  • 18 hours over 6 sessions
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Class Description

Description

What you'll learn in this finance training:

Become a strong, effective change advocate for meaningful portfolio management.

This course is designed to equip and enable you to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in your organization.

It focuses on helping you become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards.

Prerequisite:

Experience working in a project and experience working with programs.

Who Should Attend

This course is designed for practicing or newly assigned Portfolio Managers and their teams.

What You Will Learn

At the end of this program, you will be able to:

  • Articulate the benefits of portfolio management
  • Link the initiatives in an organization with its strategic objectives
  • Participate in the introduction of portfolio management in an organization
  • Create or improve the portfolio governance structure 
  • Lead the inventory of ongoing and new initiatives
  • Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools
  • Support the executives in balancing the portfolio based on the optimal use of resources and priorities
  • Create a portfolio delivery plan
  • Define thresholds and variance reporting criteria
  • Assist the executives and the financial team in the definition of Stage Gate Funding
  • Lead the Stage Gate reviews
  • Analyze the benefits that are being realized by the initiatives

Overview

Getting Started

Foundation Concepts

  • Definitions
  • Benefits of Portfolio Management
  • Objectives of Portfolio Management
  • Portfolio Life Cycles

Governing the Portfolio

  • Portfolio Governance structure
  • Roles and responsibilities
  • Initial activities when starting portfolio management

Prioritizing Initiatives

  • Prioritize purpose
  • Multi-Criteria Analysis
  • Analytical Hierarchy Process (AHP)
  • Strategic alignment

Balancing the Portfolio

  • Allocating resources and budgets
  • Communicating decisions of initiatives status

Planning the Portfolio

  • Planning review cycles
  • Using Stage Gate Funding
  • Setting thresholds and variance reporting
  • Tool examples

Managing the Portfolio Delivery

  • Project and Program Life Cycles
  • Stage Gate Reviews
  • Loop back to Prioritize, Balance and Plan
  • Interaction with the Portfolio Delivery Board
  • Project, Program and Functional Managers’ roles and responsibilities

Summary and Next Steps

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

School Notes: Note: International Institute for Learning may reach out to you directly for additional information prior to your class starting date.

Refund Policy

  • Cancellations received up to 15 business days before the course are fully refundable.
  • After that, cancellations are subject to the entire course fee.
  • Please note that if you don’t cancel and don’t attend, you will still be responsible for payment.
Substitutions may be made at any time. To make a substitution, cancel or reschedule a course, please contact CourseHorse at [email protected].

If the school finds it necessary to cancel a course due to low enrollment, a full refund less a 5% non-refundable registration fee will be made. We will not be responsible for participant’s airfare and/or hotel expenses or cancellation fees. Dates, times and prices of all courses are subject to change.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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International Institute for Learning

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International Institute for Learning

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