This BTS Centre training Course will highlight:

• Defining the business case to get senior management approval for portfolio management
• Planning the implementation of portfolio management
• Selecting and adapt Management of Portfolio (MoP) principles, practices and techniques to suit different organisational environments
• Evaluating examples of MoP information (including documents and role descriptions)
• Analysing the solutions adopted in relation to a given scenario

This BTS Centre training Course will highlight:

• Defining the business case to get senior management approval for portfolio management
• Planning the implementation of portfolio management
• Selecting and adapt Management of Portfolio (MoP) principles, practices and techniques to suit different organisational environments
• Evaluating examples of MoP information (including documents and role descriptions)
• Analysing the solutions adopted in relation to a given scenario

This training course is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realisation.

It is relevant to all those involved in the selection and delivery of business change initiatives including:

• Members of Management Boards and Directors of Change
• Senior Responsible Owners (SROs)
• Portfolio, Programme, Project, Business Change, and Benefits Managers
• Business Case Writers and Project Appraisers
• Manage or Perform a PMO Function
• Individuals who sponsor, manage or participate in projects
• Project Management Professionals

Participants will receive a thorough training on the subjects covered with the tutor utilising a variety of proven adult learning teaching and facilitation techniques. Course methodology is designed around a PMI^® syllabus and includes an insight into appropriate methods as well as industry tools and processes used as practice examples.

This course includes teamwork around an applicable case study, with group discussion and critical analysis of portfolio stakeholders, processes  and portfolio context.

DAY 1

INTRODUCTION TO PORTFOLIO AND PORTFOLIO MANAGEMENT

• Key Definitions of Portfolio and Portfolio Management
• Portfolio Management Model
• Relationship between the Principles, Cycles, Practices and Relevant Techniques
• Differences between Portfolios, Programmes and Projects
• Differences between Portfolio, Programme and Project Management
• How Local Context can affect MoP Principles & Practices - How to adopt cost effective approaches?
• Objectives and Benefits of Portfolio Management

PORTFOLIO SELECTION & IMPLEMENTATION

• The Need for A Portfolio Approach to Investment
• The Approaches to Implementing Relevant Portfolio Management
• Benefits of Assessing The Impact of Portfolio Management
• Factors Required to Sustain Progress
• Approaches to Assessing Portfolio Management Maturity

DAY 2

STRATEGIC AND ORGANISATION CONTEXT

• Six Key Functions / Activities that Portfolio Management needs to coordinate with to achieve Strategic Objectives
• Identify How Portfolio Management can:
  • Coordinate with all other stratagems to deliver strategic objectives
  • Support effective corporate governance

PORTFOLIO MANAGEMENT GOVERNANCE

• The Principles upon which Effective Portfolio Management is Based
• Senior Management Commitment
• Governance Alignment
• Strategy Alignment
• Portfolio Office
• Energised Change Culture

DAY 3

PORTFOLIO DEFINITION CYCLE

• Terms & Concepts relating to The Portfolio Definition Cycle
• Three-point Estimating and Reference Class Forecasting
• What is involved and The Keys to Success

PORTFOLIO RISK MANAGEMENT

• Portfolio Risk Management Process
• An Enterprise View of Risk & Governance
• Risk Drivers & Metrics

PORTFOLIO DELIVERY CYCLE

• Portfolio Delivery Practices
• Tried and Tested Techniques for Delivery Practice
• What is involved, The Main Elements, and Keys to Success

DAY 4

ROLES AND DOCUMENTATION

• Purposes and Responsibilities of The Main Portfolio Management Roles Identified in MoP
• Purposes of the Main Portfolio Management Documentation

PORTFOLIO RISK & RETURN

• Return Measures
• Risk Characteristics

APPLYING THE PORTFOLIO DEFINITION CYCLE

• Apply and Tailor Practices and Techniques of The Portfolio Definition Cycle to A Scenario
• Identify Appropriate Practices and Techniques within The Portfolio Definition Cycle
• Identify, Analyse and Distinguish between Appropriate and Inappropriate Application of Portfolio Definition Practices and Techniques to A Scenario

DAY 5

PORTFOLIO DELIVERY CYCLE PRESENTATION

• Apply and Tailor The Practices, Techniques and Responsibilities of The Portfolio Delivery Cycle to A Scenario
• Identify Appropriate Practices and Techniques within The Portfolio Delivery Cycle
• Identify, Analyse and Distinguish between Appropriate and Inappropriate Application of Portfolio Delivery Practices to A Scenario
• Analyse whether The Approaches Adopted are appropriate, with reasons, in a given scenario
• Analyse whether The Portfolio Documentation is fit for purpose, with reason

BTS attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration

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