Building, Planning and Managing Post-Crisis Project Portfolios

Upcoming Sessions

Classroom sessions
Online sessions

Course Introduction

Portfolio management plays a pivotal role in guiding a group of projects and initiatives toward achieving strategic outcomes. It helps organizations make informed decisions about which projects should be selected, prioritized, and funded, ensuring that resources are invested in the most valuable initiatives. While project and program management focus on execution, portfolio management ensures that the right mix of projects is chosen to support business goals. In today’s dynamic business environment, this discipline has become more vital than ever due to evolving risks, changing priorities, and the need for flexible governance structures.

The Building, Planning and Managing Post-Crisis Project Portfolios Training Course addresses these challenges by providing practical insights into portfolio planning and control. Participants will learn how to identify, evaluate, and prioritize projects, allocate resources effectively, and implement governance mechanisms to monitor portfolio performance. The course also emphasizes the importance of strategic alignment to ensure that portfolios support the organization’s long-term objectives in a rapidly changing environment.

This training course is designed to equip professionals with the skills needed to navigate complex project environments using real-world examples and hands-on tools. It will enhance participants’ ability to manage project portfolios in dynamic settings, ensuring better decision-making, improved risk management, and stronger value delivery.

This training course will feature:

  • Portfolio management as a strategy implementation tool and how it could be impacted by the new normal
  • The portfolio life cycle, phases, and controls
  • Strategic re-alignment of portfolios in response to new challenges
  • Portfolio governance and its integration with organization-wide governance
  • Portfolio stakeholder management, risk management, and value management

Objectives

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

  • Understand and apply the core concepts of portfolio management
  • Build a project portfolio and identify, evaluate, and select its components
  • Prepare a prioritized portfolio register and develop a portfolio plan
  • Allocate portfolio resources effectively using capacity management techniques
  • Measure and report portfolio performance using KPIs, dashboards, and analytics

This training course aims to provide participants with a comprehensive understanding of how to manage portfolios strategically in a changing environment. It focuses on building practical skills for portfolio planning, prioritization, governance, and performance monitoring. By applying the tools and techniques taught, attendees will be able to optimize their project portfolios and align them with organizational strategy.

Training Methodology

This training course uses a blend of proven adult learning techniques to ensure participants fully understand and retain the concepts presented. The course will combine lectures and interactive presentations to explain portfolio management theories and best practices. This foundation will be reinforced through practical application and real-world examples, making the learning experience engaging and relevant.

Participants will also be involved in hands-on activities such as portfolio analysis exercises and case studies that reflect the challenges of today’s business landscape. Structured discussions and brainstorming sessions will encourage knowledge sharing and collaboration among attendees. This varied approach ensures that learners not only grasp the theory but also gain the confidence to apply portfolio management tools and techniques in their own organizations.

Who Should Attend?

This training course is suitable for executives, portfolio managers, and functional managers who are involved in the selection, prioritization, budgeting, planning, and management of project portfolios. It is especially valuable for professionals responsible for ensuring that projects align with strategic goals and deliver maximum value in a changing business environment.

This course will greatly benefit:

  • Board members and senior executives
  • Functional managers such as Finance, IT, and Procurement managers
  • Portfolio managers and portfolio analysts
  • PMO managers and PMO staff
  • Program and senior project managers

Course Outline

Day 1: 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 2: 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 3: Portfolio Strategic Management and Governance

  • Developing Portfolio Strategic Objectives
  • Portfolio Charter
  • Portfolio Roadmap
  • Selecting Portfolio Components
  • Portfolio Strategic Alignment
  • Portfolio Governance

Day 4: 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 5: 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

Accreditation

PMI Approved Training Courses

Providers and Associations

Anderson
Aztech Training
Coventry

Certificate

  • COPEX Certificate of Completion will be provided to delegates who attend and complete the online training course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Related Categories

Business Resilience Project Management (PM)

Related Certificates

PMI Approved Training Courses

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

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Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

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At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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