Executive Project Management - Portfolio Basics
Course ID: 260622 0101 149ESH
Course Dates : 22/06/2026 Course Duration : 5 Studying Day/s Course Location: London, United Kingdom
Language: Bilingual
Course Category: Professional and CPD Training Programs
Course Subcategories:
Change & Transformation Management Leadership & Management Development Operational Excellence Project & Programme Management Strategic Management
Course Certified By: ESHub CPD & LondonUni - Executive Management Training
* Professional Training and CPD Programs
Leading to:
Executive Diploma Certificate
Leading to:
Executive Mini Masters Certificate
Leading to
Executive Masters Certificate
Certification Will Be Issued:
From London, United Kingdom
Course Fees:
VAT varies by course location and participant nationality.
Date has passed please contact us Sales@e-s-hub.com
Introduction
Many organizations lack a clear view of their project portfolio. That creates resource conflicts, duplicated effort and weak strategic alignment. This five-day course teaches executives how to structure, prioritize and govern a portfolio of projects. The focus is on practical tools and decision-ready outputs you can use immediately.
Objectives
1. Define portfolio boundaries, project categories and a simple governance structure.
2. Apply a scoring model to prioritize initiatives using strategic value, cost and risk.
3. Allocate resources across projects and produce a capacity-constrained portfolio plan.
4. Create a 12–36 month portfolio roadmap and scenario options for trade-off decisions.
5. Develop a concise dashboard and reporting routine to track portfolio performance and risks.
2. Apply a scoring model to prioritize initiatives using strategic value, cost and risk.
3. Allocate resources across projects and produce a capacity-constrained portfolio plan.
4. Create a 12–36 month portfolio roadmap and scenario options for trade-off decisions.
5. Develop a concise dashboard and reporting routine to track portfolio performance and risks.
Who Should Attend
1. PMO Director or PMO Lead
2. Program Manager responsible for multiple related projects
3. Senior Project Manager who manages cross-project dependencies
4. Portfolio Analyst or Portfolio Coordinator
5. Business Unit Director, Product Line Manager or project sponsor responsible for investment decisions
Training Method
• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts
Program Support
This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.
Course Agenda
Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection
Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.
Week 1
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
