Day 1:
Foundations of Portfolio Management
Introduction to portfolio management principles and frameworks.
Overview of PMI’s Standard for Portfolio Management.
Understanding the role of governance in portfolio success.
Key differences between project, program, and portfolio management.
Day 2:
Strategic Alignment and Prioritization
Aligning portfolios with organizational strategy using the Balanced Scorecard.
Techniques for prioritizing initiatives based on strategic value.
Balancing risk and reward in portfolio composition.
Case study: Strategic alignment in a multinational corporation.
Day 3:
Governance and Resource Optimization
Designing effective portfolio governance structures.
Tools for resource allocation and capacity planning.
Managing stakeholder expectations and communication.
Workshop: Developing a governance framework.
Day 4:
Performance Measurement and Reporting
Metrics and KPIs for portfolio performance evaluation.
Using dashboards to monitor portfolio health.
Conducting portfolio reviews and audits.
Case study: Lessons from a successful portfolio review process.
Day 5:
Advanced Topics and Certification Preparation
Trends shaping the future of portfolio management (e.g., AI, sustainability).
Preparing for the PfMP certification exam.
Simulated exam and feedback session.
Action planning for applying portfolio management in your organization.
