Introduction

This 10-day training program equips professionals with the advanced knowledge and tools needed to manage project portfolios aligned with organizational strategy. Participants will explore how to prioritize initiatives, allocate resources efficiently, balance risk, and maximize business value. The course follows global best practices based on PMI's Portfolio Management Professional (PfMP)® framework, while integrating real-world business case applications.

Target Audience

• Portfolio Managers

• PMO Directors

• Senior Project and Program Managers

• Strategy and Planning Executives

• Business Analysts and Consultants

• Decision-makers overseeing multiple projects or programs

Objectives

By the end of the training, participants will be able to:

• Understand the core principles and life cycle of portfolio management

• Align portfolios with strategic goals and risk appetite

• Apply portfolio governance and performance measurement

• Prioritize and balance projects/programs using proven frameworks

• Make data-driven investment decisions and manage change impacts

• Develop actionable strategies for portfolio optimization

Training Program Outline

Day 1: Introduction to Portfolio Management

• Key differences: Project, Program, and Portfolio

• Portfolio Management Lifecycle

• Strategic context of portfolios

• Value realization and business alignment

Day 2: Portfolio Governance and Organizational Alignment

• Establishing governance frameworks

• Defining portfolio roles and responsibilities

• Strategic alignment models

• Decision rights and escalation paths

Day 3: Portfolio Strategy and Planning

• Developing a portfolio charter

• Portfolio planning and prioritization

• Linking strategy to investment planning

• Scenario analysis and environmental scanning

Day 4: Portfolio Component Identification and Evaluation

• Criteria for project/program inclusion

• Cost-benefit and risk-value analysis

• Scoring models and selection techniques

• Categorization and classification

Day 5: Portfolio Optimization Techniques

• Balancing risk, value, and resource capacity

• Optimization models (quantitative and qualitative)

• Portfolio roadmaps and dependency analysis

• Portfolio balancing in dynamic environments

Day 6: Resource and Capacity Management

• Portfolio-level resource planning

• Tools for capacity modeling and constraints

• Managing cross-project resource conflicts

• Demand management strategies

Day 7: Financial Management of Portfolios

• Budgeting across the portfolio lifecycle

• Investment appraisal (NPV, IRR, Payback)

• Financial dashboards and reporting

• Portfolio value tracking and realization

Day 8: Risk Management in Portfolios

• Portfolio risk frameworks and tools

• Aggregated risk analysis

• Risk thresholds and tolerances

• Mitigation planning at the portfolio level

Day 9: Portfolio Performance Measurement and Reporting

• Key Performance Indicators (KPIs) and metrics

• Portfolio dashboards and reporting tools

• Benefits realization tracking

• Lessons learned and continuous improvement

Day 10: Implementing and Maturing the Portfolio Management Function

• PMO and portfolio integration

• Change management and stakeholder engagement

• Maturity models (PfM3, P3M3, OPM3)

• Building a roadmap for portfolio excellence