Why Choose this Training Course?
Portfolio management plays a crucial role in guiding a group of projects and programs toward achieving specific outcomes by making strategic decisions that shape their direction. It ensures that the "right" mix of projects is selected, while program and project management focus on executing them effectively. In the Post-COVID era, this has become even more critical due to emerging risks, shifting priorities, and the need for adaptable yet robust governance structures.
The Building, Planning, and Managing Post-COVID Project Portfolios training course addresses these needs by providing practical insights into the processes and tools necessary for effective portfolio management. Participants will learn how to identify, select, prioritize, and govern their project portfolios, allocate resources, and monitor and report on their status and performance, ensuring alignment with organizational objectives.
Through real-world examples, this course will equip organizations with the skills needed to navigate the complexities of the post-pandemic landscape, enhancing their ability to manage portfolios in a dynamic and changing environment.
This training course will feature:
- Portfolio management as a strategy implementation tool and how it could be impacted by the new normal after COVID-19
- The portfolio life cycle, phases, and controls
- Strategic Re-Alignment of Portfolios in response to the new challenges
- Portfolio governance and its integration with the organization-wide governance
- Portfolio stakeholder management, risk management and value management
What are the Goals?
By the end of this COPEX training course, participants will be able to:
- Learn and apply the main concepts of portfolio management
- Learn how to build a portfolio and identify and evaluate its components
- Learn how to prepare a prioritized portfolio register and plan the portfolio
- Learn how allocate portfolio resources and apply capacity management techniques
- Measure and report portfolio performance using KPIs and Dashboards
Who is this Training Course for?
This training course is suitable for all executives, portfolio managers and functional managers of various levels, who are involved in all stages of selecting, prioritizing, budgeting, authorizing, planning, and managing project portfolios.
This COPEX training course is suitable to a wide range of professionals but will greatly benefit:
- Board Members and Senior Executives
- Functional Managers working such as Finance, IT and Procurement Managers
- Portfolio Managers and Portfolio analyst
- PMO managers and PMO staff
- Program and senior Project managers
How will this Training Course be Presented?
This COPEX training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. To serve the program goals a mix of different techniques will be used to energize the trainees such as lectures, power-point presentation, application on portfolio analysis tools, structured discussions, brainstorming sessions, and case studies.
Course Outline
Day One: Portfolio Management Concepts and Definitions
- Organizational Project Management (Portfolios, Programs and Projects)
- Principals of Portfolio Management, Program Management and Project Management
- Portfolio Management and Organizational Strategy
- COVID Impact on Strategy and Portfolio Management
- Standard Roles in Portfolio Management before and after COVID 19
- Portfolio Governance and Organizational Governance
Day Two: The Portfolio Life Cycle
- Portfolio Life-Cycle Overview
- Initiating and Building a New Portfolio
- Re-Building an Existing Portfolio
- Selecting and Prioritizing Portfolio Components
- Portfolio Planning before and after COVID 19
- Portfolio Execution, Optimization, Monitoring and Controlling
Day Three: Portfolio Strategic Management and Governance
- Developing Portfolio Strategic Objectives
- Portfolio Charter
- Portfolio Roadmap
- Selecting Portfolio Components
- Portfolio Strategic Alignment
- Portfolio Governance
Day Four: Portfolio Capacity and Capability Management
- Capacity management
- Supply and demand management
- Organizational Capabilities Assessment and Management
- Portfolio Reporting and Analytics (KPIs, Dashboards, etc)
- Portfolio Stakeholder Management and Communications
Day Five: Portfolio Risk and Value Management
- Portfolio Risk Management
- Portfolio Value Management
- Design and Implementation of Portfolio Management Information System (PMIS)
- Course Review
- Question and Answer
The Certificate
- COPEX e-Certificate will be provided to delegates who attend and complete the online training course
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