11 Topics
5 Days
Programme Overview
Training Description
Who Should Attend
This Portfolio Management Fundamentals training course is ideal for:
Program Managers
Product Managers
Portfolio Managers
Senior Executives responsible for corporate policies
Managers tasked with generating organizational policies or offering strategic recommendations
Members of portfolio, program, or project offices
Operational Managers
Project Team Personnel, Clients, and other stakeholders in the portfolio management process
Session Objectives
- Distinguish portfolio management from other management types
- Align projects with corporate strategic goals
- Prioritize projects in large, complex organizations based on strategic value
- Use a model of project prioritization to integrate multiple project value perspectives
- Optimize project completion by managing resources and aligning them with strategic priorities
- Focus management attention on bottlenecks to improve project outcomes
About the Course
Effective portfolio management is essential for minimizing investment risks and maximizing potential returns, making it a cornerstone for any successful business. By carefully selecting projects, setting priorities, and controlling operational activities, portfolio management ensures that an organization's resources are optimally allocated to achieve strategic goals. This process is crucial for determining project success rates and analyzing outcomes that align with business objectives. The Portfolio Management Fundamentals training course provides the necessary tools and methods to enhance portfolio management implementation within your organization. This comprehensive course offers a systematic approach to creating and managing a project portfolio, allowing you to understand the importance of portfolio management, define stakeholder roles, and implement effective portfolio management procedures. Participants will learn how to optimize the number and strategic significance of projects within their organization, master active portfolio management, and investment analysis, and develop strategies that maximize corporate value.
Key highlights of Portfolio Management Fundamentals training include:
Understanding the multiple processes of Results-Based Management (RBM)
Recognizing the critical role of monitoring in demonstrating program performance and steering implementation towards intended results
Developing realistic program objectives and measures to assess project outcomes and impact
Creating a results-based project framework
Scheduling and reporting on projects and programs
Monitoring, evaluating, and enhancing program effectiveness
Curriculum & Topics
11 Topics | 5 Days
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Subtopic 1.1:
Definition of project portfolio and portfolio management
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Subtopic 1.2:
Understanding governance in portfolio management
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Subtopic 1.3:
Importance of managing resources effectively
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Subtopic 1.4:
Differences between private sector and federal agencies
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Subtopic 1.5:
The role of the Project Management Office (PMO)
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Subtopic 1.6:
Portfolio management architecture
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Subtopic 2.1:
Resource accessibility and management
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Subtopic 2.2:
Prioritizing elements within a portfolio
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Subtopic 2.3:
Balancing and optimizing the project portfolio
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Subtopic 2.4:
Delivering effective investment oversight
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Subtopic 2.5:
N/A
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Subtopic 3.1:
Setting goals for portfolio documentation
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Subtopic 3.2:
Understanding quantity metrics
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Subtopic 3.3:
Utilizing project portfolio reports and administrative dashboards
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Subtopic 3.4:
Conducting portfolio risk analysis
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Subtopic 3.5:
Managing caveats and establishing effective risk management policies
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Subtopic 4.1:
Reviewing portfolio performance
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Subtopic 4.2:
Conducting regular portfolio evaluations
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Subtopic 4.3:
Understanding factors of success and common drawbacks in portfolio management
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Subtopic 4.4:
Annual portfolio reviews and portfolio requirements
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Subtopic 5.1:
Consensus on expected revenue: The CAPM
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Subtopic 5.2:
Understanding risk, standards, and added value
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Subtopic 5.3:
Managing outstanding revenue and return
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Subtopic 5.4:
Principles of dynamic management
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Subtopic 6.1:
The arbitrage pricing philosophy
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Subtopic 6.2:
Concept and exercise of valuation
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Subtopic 7.1:
Effective predictions and information assessment
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Subtopic 7.2:
Structuring portfolios for success
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Subtopic 7.3:
Managing transaction expenses, revenue, and trade-offs
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Subtopic 7.4:
Implementation evaluation and benchmarking timetables
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Subtopic 7.5:
N/A
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Subtopic 8.1:
Differentiating between investing and financing
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Subtopic 8.2:
Understanding the investment environment and financial markets
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Subtopic 8.3:
Investment management procedures and methodologies
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Subtopic 8.4:
N/A
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Subtopic 9.1:
Investment income, risk, and expected rate of return
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Subtopic 9.2:
Analyzing risk: Variance, standard deviation, and covariance
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Subtopic 9.3:
Understanding the relationship between risk and return
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Subtopic 9.4:
Beta factor, residual variance, and portfolio management
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Subtopic 9.5:
N/A
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Subtopic 10.1:
Differences between active and passive portfolio management
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Subtopic 10.2:
Strategic and tactical asset distribution
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Subtopic 10.3:
Managing and modifying portfolios
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Subtopic 10.4:
Portfolio performance matrices
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Subtopic 10.5:
N/A
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Subtopic 11.1:
Understanding boldness, character impact, and investment risk perceptions
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Subtopic 11.2:
Psychological accounting, investing, and decision-making processes
