Managing Portfolios

Ideal for project managers, executives, and business leaders, this course will  drive success through robust portfolio management. 

Course Overview

Managing Portfolios Course

Learning Outcomes – the learner will be able to:

  • Understand the difference between Projects, Programmes and Portfolios, their associated hierarchy and objectives
  • Utilise tools & techniques required to select, prioritise & deliver a suite of Projects & Programmes within a defined framework such that they meet requirements and deliver expected benefits
  • Be able to apply experience, skills and performance to deliver controlled tranches of Project & Programmes
  • Ensure that selected Projects and Programmes deliver value and are aligned to business strategies
  • Approaches to Portfolio Governance, implementation, practices and reporting
  • Development of a reliable, fit-for-purpose suite of documents including planning, reporting and management across the multiple domains of scope, cost, time, quality, stakeholders, risks & issues

Target Audience

  • This course is for those involved in project teams, whether formal or informal that are tasked with delivering outcomes that are business-led, strategically aligned and able to deliver real of business benefits 
  • This includes management, change owners, members of Project or Programme Boards, PMO staff, Subject Matter Experts, operational leads and other team members

Course Approach

  • This one-day course lays out the academic framework for controlled and effective Portfolio Management
  • It has been developed to be interactive using exercise and discussion-based learning
  • Examples and cases from the Learners’ own domain can be included and used

Course FAQs

  • Portfolio Managers Or Directors: Those tasked  with delivering the Projects & Programmes for the organisation
  • Portfolio Board Members: Those accountable for delivery ensuring Governance and Oversight while ensuring the Benefits
  • Change Owners: Those charged with championing organisational, process and working model changes
  • PMO Staff: Staff that support and enable Teams that deliver the Projects and Programmes
  • Portfolio, Programme and Project Managers: Those leading the changes
  • Portfolio, Programme and Project Team Members: Those delivering the outcomes that lead to Benefits

Definitions: Projects, Programmes, Portfolios (The Project Suite)

Designing Projects & Programmes within the Portfolio

Dimensions with Portfolios: Scope, Time, Cost, Quality, Risk, Issues

Stakeholder engagement

Metrics within Portfolios & Reporting

Prioritisation & Conflicts

Resourcing && Communications

Learners who complete the course will receive a Trigraph Attendance Certificate.  Depending on your Employer’s policies this course may count towards you Personal Development Plan (PDP / CPD etc), or similar.

There are no specific prerequisites for this course.  However learners may wish to reflect on their experience of delivering Projects or Programmes, even if outside the workplace for example in community or volunteering work.

Organisational Benefits

  • Improve performance and reduce costs by effectively solving problems
  • Create a competitive edge by deploying the proven business improvement approach of Lean Six Sigma
  • Add value for customers, suppliers and employees by eliminating waste, delays and errors

Individual Benefits

  • Learn cutting-edge problem solving skills which you can immediately apply to solve complex problems efficiently and effectively
  • Advance your continuing professional development with this highly sought-after skillset

What our clients say

We have helped thousands of individuals achieve excellence in their workplace through professional training.

Alan B
Alan B
★★★★★
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The course, content and trainer were all top quality. However, I wonder if anything will be done to remedy the issues raised regarding PMDS and the availability of training.
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Jamima W
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The course was really informative and the tutor was very good
Sandra P
Sandra P
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Lean Sigma Six Yellow Belt
Excellent course. Very interactive. Very well explained and retained your focus
Kevin R
Kevin R
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Shaun was a great instructor. A very hands-on intro to power automate and powerapps. Feel like I have some tools now to go explore the programs myself.
Lee W
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Really enjoyable and great balance between information and interactive engagement
Sean M
Sean M
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This course totally exceeded all my expectations. Joe is an expert on all aspects of AI and is fully up-to-date on all aspects of the subject. At the end of each session I always had a list of areas I wanted to go and experiment with in more detail, and I hope I will introduce some of the ideas and be more productive in my work.

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