Day 1 – Foundations of Project Portfolio Management
1. Introduction to Portfolio Management
- Purpose and principles of portfolio management
- Differentiating projects, programmes, and portfolios
- Aligning portfolios with organisational strategy
2. Defining the Portfolio
- Establishing portfolio boundaries
- Categorising projects and initiatives
- Identifying portfolio stakeholders
3. Portfolio Governance
- Designing governance structures
- Defining decision-making responsibilities
- Establishing portfolio oversight processes
Day 2 – Portfolio Prioritisation
1. Portfolio Selection
- Evaluating project proposals
- Applying strategic selection criteria
- Balancing short-term and long-term objectives
2. Prioritisation Models
- Developing project scoring models
- Assessing strategic value, cost, and risk
- Ranking portfolio initiatives objectively
3. Investment Decision-Making
- Reviewing business cases
- Managing competing priorities
- Approving portfolio investments
Day 3 – Resource and Capacity Management
1. Portfolio Resource Planning
- Assessing resource availability
- Allocating people and budgets
- Balancing resource demand across projects
2. Capacity-Constrained Planning
- Identifying resource constraints
- Resolving portfolio conflicts
- Optimising portfolio delivery schedules
3. Dependency Management
- Identifying project interdependencies
- Coordinating related initiatives
- Reducing delivery bottlenecks
Day 4 – Portfolio Roadmaps and Performance
1. Portfolio Roadmap Development
- Creating 12–36 month portfolio roadmaps
- Sequencing strategic initiatives
- Supporting long-term planning
2. Scenario Planning
- Evaluating alternative portfolio options
- Assessing strategic trade-offs
- Supporting executive decision-making
3. Portfolio Performance Monitoring
- Developing portfolio dashboards
- Tracking portfolio KPIs
- Monitoring portfolio risks and benefits
Day 5 – Practical Portfolio Management Workshop
1. Portfolio Planning Exercise
- Defining a project portfolio
- Prioritising strategic initiatives
- Allocating organisational resources
2. Executive Portfolio Review
- Presenting portfolio recommendations
- Evaluating investment decisions
- Responding to executive feedback
3. Portfolio Improvement Planning
- Reviewing portfolio management performance
- Identifying governance improvements
- Course review, feedback and implementation planning