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Project Portfolio Management Foundations

Project Portfolio Management Foundations

1h 15mGeneral2018-08-23

Authors

Andy Jordan

Andy Jordan

Founder and President of Roffensian Consulting

Course details

A portfolio connects business strategy to the bottom line: the products and projects that have to achieve business results. Portfolio Management Foundations is targeted at project, program, and product managers, as well as business leaders, who want to learn the art and science of portfolio management and deliver success repeatably and reliably every time. Learn exactly what a portfolio is—a top-down strategy delivery vehicle—and what it isn't—a bottom-up reporting consolidation. Get an overview of the portfolio life cycle, from idea generation and capacity planning through execution and delivery. Find out who plays the important roles and how accountability and empowerment can lead to better results for the entire business. Next, learn how to implement portfolio management and integrate tools and techniques from other business areas. Plus, find out how to assess performance and manage "beyond the project" once delivery has occurred.

Learning objectives
Identify how to connect the strategy with delivery in portfolio management.
Explain the process of managing alignment.
Define a portfolio lifecycle.
Explore business casing and analysis in portfolio management.
Examine capacity and capability planning in portfolio management.
Break down selection and prioritization in portfolio management.
Recognize the elements of managing change in portfolio management.

Skills covered

Project Management SkillsProject ManagementFoundations

Concepts

0. Introduction

  • 01 - Introduction to portfolio management
  • 02 - What is a portfolio

1. Purpose of Portfolio Management

  • 03 - Connect strategy with delivery
  • 04 - Alignment management

2. The Portfolio Management Lifecycle

  • 05 - Portfolio lifecycle
  • 06 - Idea generation and capture
  • 07 - Business casing and analysis
  • 08 - Capacity and capability planning
  • 09 - Selection and prioritization
  • 10 - Project execution
  • 11 - Managing change
  • 12 - Benefits and variance management
  • 13 - Managing the lifecycle

3. The Roles in Portfolio Management

  • 14 - Portfolio manager
  • 15 - PMO
  • 16 - Leadership
  • 17 - Project and program teams

4. Implement Portfolio Management

  • 18 - Understanding the current state
  • 19 - Establishing priorities
  • 20 - Measuring and adjusting
  • 21 - The role of culture

5. Case Study

  • 22 - Case study - Bringing it together
  • 23 - Review of project issues and groups
  • 24 - Review of underlying business issues
  • 25 - Review of steps for proposal and wrap up

Conclusion

  • 26 - Next steps

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