Project Portfolio Design and Portfolio Management Training Course

Module 1: Fundamentals of Project Portfolio Management

• Principles of Project Portfolio Management
• Projects, programmes, and portfolios
• Portfolio management objectives
• Portfolio lifecycle
• Portfolio management roles and responsibilities
• Linking portfolios with organisational strategy

Module 2: Project Portfolio Design

• Project portfolio design
• Portfolio structure and classification
• Portfolio categories and strategic themes
• Defining portfolio objectives
• Balancing short-term and long-term initiatives
• Portfolio capacity and constraints
• Designing an effective portfolio framework

Module 3: Strategic Planning and Portfolio Alignment

• Strategic planning
• Translating strategy into project investments
• Strategic objectives and portfolio alignment
• Strategic themes and investment priorities
• Evaluating strategic contribution
• Managing portfolio alignment
• Linking business outcomes with project investments

Module 4: Project Selection and Prioritisation

• Project selection
• Project evaluation criteria
• Strategic, financial, operational, and technical assessment
• Scoring and ranking models
• Project prioritisation frameworks
• Comparing competing initiatives
• Selecting projects based on organisational value

Module 5: Portfolio Governance

• Portfolio governance
• Governance structures and decision rights
• Portfolio committees and approval processes
• Roles of executives, portfolio managers, and PMO
• Investment approval and stage-gate processes
• Governance policies and standards
• Escalation and decision-making mechanisms

Module 6: PMO and Portfolio Management

• PMO portfolio management
• PMO roles in portfolio governance
• Portfolio data and reporting
• Standardising portfolio processes
• Portfolio dashboards and performance information
• Supporting executive portfolio decisions
• Strengthening portfolio transparency and control

Module 7: Investment Portfolio and Financial Evaluation

• Investment portfolio principles
• Project investment evaluation
• Cost-benefit analysis
• Return on investment considerations
• Financial prioritisation
• Capital allocation
• Evaluating investment trade-offs

Module 8: Portfolio Risk and Dependency Management

• Portfolio risk management
• Identifying portfolio-level risks
• Risk aggregation and exposure analysis
• Project interdependencies
• Resource and capacity constraints
• Portfolio risk response strategies
• Managing uncertainty across the portfolio

Module 9: Portfolio Resource Management

• Portfolio resource allocation
• Capacity and demand analysis
• Human and financial resource planning
• Resource prioritisation
• Managing resource conflicts
• Optimising portfolio capacity
• Aligning resources with strategic priorities

Module 10: Portfolio Performance and Benefits Management

• Portfolio performance management
• Portfolio KPIs and performance indicators
• Benefits realisation
• Value and outcome measurement
• Portfolio health assessments
• Performance dashboards
• Corrective and optimisation actions

Module 11: Portfolio Balancing and Optimisation

• Portfolio balancing
• Risk versus return analysis
• Strategic versus operational investments
• Portfolio scenario analysis
• Optimising project mix
• Rebalancing portfolios based on changing priorities
• Managing portfolio changes and termination decisions

Module 12: Executive Reporting and Portfolio Improvement

• Portfolio reporting
• Executive dashboards and portfolio summaries
• Communicating portfolio performance
• Investment and resource recommendations
• Portfolio review processes
• Continuous portfolio improvement
• Establishing a sustainable Project Portfolio Management framework