Introduction to Portfolio Management

Introduction to Portfolio Management

YOUR CHALLENGES

  • Are you wondering which projects are really active in the organization ?
  • Do you feel that people are not focused enough on strategic priorities ?
  • Would you like to be able to help your teams deliver faster ?

We are here to help you.

We offer simple tools, easy to learn and apply, that help consolidate the information you need to steer your company.

LEARNING OBJECTIVES

After this training you will understand how to: 

  • Get full visibility on your project pipeline
    • Clear definition of Portfolios, Programs, Projects with their project lifecycle, ownership, status & health
  • Focus  & Align the organization on strategic priorities
    • Using several criteria: strategic alignment, financials (NPV, ROI, Payback), risks, resources & costs and Agile techniques
  • Accelerate Strategy Execution by increased focus and dynamic decision making based on portfolio health
    • Using a Portfolio Roadmap & Decision Dashboard

This introduction does not provide our ready-to-use template and does not offer group-coaching to help you build your portfolio. If you want to learn on-the-job using our template, please choose the Pragmatic Portfolio Management training. 

TRAINING CONTENTS

  1. Portfolio Management Framework : Strategy Implementation & Portfolio Processes
  2. Process 1: Ideate (Identify & Categorize)- Project Types, Programs & Portfolios
  3. Process 2: Evaluate (& Select)- Strategic Alignment- Financials- Risks
  4. Process 3: Prioritize- Weighted Shortest Job First- Resources & Budgets
  5. Process 4: Balance- Risk vs Reward- Sustainability

8 STEPS TOWARDS FASTER STRATEGY EXECUTION

pragmatic portfolio management

WHY TRAINING WITH US ?

  • Focus on key processes and questions that speed up strategy implementation
  • Project Portfolio Tracker Step-By-Step template embedding Portfolio Management Best Practices, developed over years working with several customers on real-life portfolios and projects
  • Adapted to busy professionals: 2-4h per week over 5 weeks
  • On-the-Job practice with group-coaching
  • Instructor with recognized expertise & field experience