Introduction
Introduction to portfolio management
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What is a portfolio?
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1. Purpose of Portfolio Management
Connect strategy with delivery
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Alignment management
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2. The Portfolio Management Lifecycle
Portfolio lifecycle
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Idea generation and capture
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Business casing and analysis
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Capacity and capability planning
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Selection and prioritization
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Project execution
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Managing change
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Benefits and variance management
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Managing the lifecycle
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3. The Roles in Portfolio Management
Portfolio manager
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PMO
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Leadership
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Project and program teams
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4. Implement Portfolio Management
Understanding the current state
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Establishing priorities
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Measuring and adjusting
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The role of culture
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5. Case Study
Case study: Bringing it together
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Review of project issues and groups
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Review of underlying business issues
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Review of steps for proposal and wrap up
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Ex_Files_Portfolio_Management_Foundations.zip
(512 KB)
Glossary_Portfolio_Mangement_Foundations.zip
(1000 KB)