Traditional Project Management

Portfolio Management

The increasing acceptance of portfolio management indicates that the application of appropriate knowledge, processes, skills, tools, and techniques to select the right work may have a significant impact on program, project, and organisation success.


Project Managers

Program Managers

Portfolio Managers

PMO Officers

Scrum Masters

Product Owners

Executives and Managers


– Terminology and responsibilities
– Organisational strategy
– Role of Portfolio Manager
– Working with PMOs

Overview and organisation
– Process implementation and cycle
– Governance
– Stakeholders and influences

The process groups
– Portfolio management process groups
– Process group interactions

Portfolio strategic management
– Develop strategic plan
– Develop charter
– Define roadmap
– Manage strategic change Portfolio governance management
– Develop plan
– Define portfolio
– Optimise portfolio
– Authorise portfolio
– Portfolio oversight

Performance management
– Develop performance management plan
– Manage supply and demand
– Manage portfolio value

Portfolio communication management
– Develop portfolio communication management plan
– Manage portfolio information
– Portfolio risk management
– Develop portfolio risk management plan
– Manage portfolio risks
Conclusions and action plan


Fully aligned to PMI’s Standard for Portfolio Management 3rd Edition


This course in available in English, French, German


2 days in classroom
Also available as online or virtual delivery

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About the trainer

Our trainer is a seasoned professional with over 12 years of experience in creating and delivering exceptional training courses in project management. With his strong background in the field, he has honed his skills in facilitation, professionalism, experience, and a touch of humor to engage and inspire participants.

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