Project Portfolio Management

The primary objective of the PPM learning experience is to help organizational leaders identify, evaluate, select, and prioritize the right projects (at the right time) that best align the organizational assets with its strategic objectives.

Overview

Project Portfolio Management (PPM) is a three-day, instructor-led, training class designed to introduce participants to the fundamental and advanced concepts of managing a project portfolio.

The PPM course structure effectively combines introductory lecture and discussion with hands-on application of portfolio management principles, tools, and techniques through applied case study exercises.  The primary objective of the PPM learning experience is to help organizational leaders identify, evaluate, select, and prioritize the right projects (at the right time) that best align the organizational assets with its strategic objectives.

Audience

The course will benefit portfolio managers, managers of project managers, senior project/program managers, PMO leaders, and executives responsible for project selection and prioritization.  The course content is applicable for any industry that must identify, evaluate, select, and prioritize projects.

Length

24 hours

Outline

Introduction to Portfolio Management

  • Organizational Assessment
  • Portfolio Terminology and Definitions
  • Benefits of Project Portfolio Management
  • Key Assumptions

Portfolio Management Process Overview

  • Organizational Strategy Link
  • Organizational Governance Link
  • Operations Management Link
  • Portfolio Stakeholders
  • Organizational Influences
  • Portfolio Process Groups

Portfolio Aligning Process Group

  • Identification and Categorization
  • Evaluation and Selection
  • Prioritization
  • Balancing and Authorization

Portfolio Monitoring and Controlling

  • Periodic Review and Reporting
  • Strategic Change
  • Portfolio Risk Management
  • Rebalancing
  • Transition/Final Report

Hands-on Application

Participants will further expand their knowledge and experience through applied individual and team exercises.  Using a selected organizational case study approach, participants will manage a sample portfolio through the following exercises:

  • Portfolio Review
  • Portfolio Stakeholder Analysis
  • Component Identification
  • Component Categorization
  • Component Evaluation and Selection
  • Component Prioritization
  • Portfolio Risk Management
  • Portfolio Reporting