Portfolio Management Black Belt Training Course Overview

Portfolio Management Black Belt Training Outline

Module 1: Basics of Portfolio Management

  • What is Portfolio Management?
  • Definitions
  • Why PPM?
  • Portfolio Management Principles
  • Components of PPM
  • Functions and Services
  • Wider Organisation
  • Integration
  • Non-PPM Functions and Services

Module 2: Portfolio Management Roles

  • Portfolio Management Office
  • Staff Skills and Competences
  • P3O Management Roles
  • Generic and Functional Roles
  • Sizing and Tailoring
  • Management Roles
    • Portfolio Office Sponsor
    • Head of Portfolio Office
    • Head of Programme or Project Office
  • Generic Roles
    • Portfolio Analyst
    • Programme or Project Specialist and Officer
  • Functional Roles and Commercial Role
  • Benefits and Value Role
  • Communication and Stakeholder Engagement Role
  • Information Management Role
  • Consultancy and Performance Management Role
  • Finance and Issue Role
  • Change Control Role
  • Planning Role
  • Quality Assurance Role
  • Risk and Reporting Role
  • Secretariat or Administrator Role
  • Tools Expert

Module 3: Implementation and Benefits

  • Permanent Portfolio Office Overview
  • Identify Phase Activities
    • Stakeholder Identification
    • Identifying Portfolio Office Activities
    • Agreeing P3O Vision and Business Case
    • Obstacles to Confirming Business Case
    • Cost Model
  • Define Phase Activities and Outputs
    • Establish Implementation Team
    • Identify and Analyse Stakeholders
    • Refine Vision Statement
    • P3M3 Attributes
    • Threats to Achieving Blueprint
    • Plan Stage/Tranches of Delivery
    • Project Dossier and Outline Plan
  • Deliver Phase Activities
    • Develop, Model, and Validate Benefits
    • Benefit Realisation
    • Post Implementation and Benefit Review
  • Closure Phase Activities and Outputs
    • Temporary Office and Internal Resources
    • Implementation Lifecycle
    • Definition and Implementation
    • Closing Down a Temporary Office

Module 4: Prioritisation and Portfolio Management 

  • Overview
  • Overview of Tools and Techniques
  • Critical Success Factors
  • Portfolio Office Tools
  • Enterprise PPM (EPM) Solutions
  • Selecting EPM Solutions
  • Portfolio Office Techniques
  • Prioritisation and Optimisation
  • Complexity Modelling
  • Knowledge Management
  • Business Process Swim Lanes
  • Capacity Planning
  • Assurance and Governance
  • Assurance, Gated Reviews, and Health Checks
  • Information Assurance (IA)
  • Governance and the Portfolio Office
  • Tailoring of Approaches

Module 5: Protecting the Portfolio

  • Protect Portfolio Value
  • Safeguarding Value
  • Keeping Track
  • Management Dashboard 
  • Analysing Project/Portfolio Performance
  • Key Performance Indicators
  • Portfolio Risk Management
  • RCA: Fishbone Diagram
  • Risk Management Tools
  • Calculating Risk Priority Number
  • Decision Tree
  • Qualitative Risk Analysis

Module 6: Evaluation and Assessment

  • P3M3 Maturity Levels
  • Lessons-Learnt Workshops
  • Workshop Techniques
  • Skills Development and Maintenance

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Who should attend this Portfolio Management Black Belt Training Course?

The Portfolio Management Black Belt Course provides delegates with an in-depth understanding of Portfolio Management. This course can be beneficial for a wide range of professionals, including:

  • Project Managers
  • Senior Portfolio Managers
  • Senior Programme Managers
  • Senior Project Managers
  • Risk Management Professionals
  • PMO (Project Management Office) Directors
  • Business Analysts

Prerequisites of the Portfolio Management Black Belt Training Course

There are no formal prerequisites for this Portfolio Management Black Belt Course.

Portfolio Management Black Belt Training Course Overview

In today’s world mastering Portfolio Management is paramount. This intensive Portfolio Management Black Belt Course provides a comprehensive understanding of strategic project selection, resource optimisation, and risk management. A deep grasp of Portfolio Management is not just advantageous but essential for sustainable growth and success. This course delves into the intricacies of aligning projects with organisational goals, equipping professionals with a strategic edge.

Proficiency in Portfolio Management is imperative for professionals aspiring to excel in strategic roles. Mastery of this subject is particularly crucial for Project Managers, Business Analysts, and senior executives seeking to enhance decision-making skills, resource utilisation, and aligning projects with organisational objectives.

This intensive 3-day training empowers delegates with the knowledge and tools essential for effective Portfolio Management. Through a blend of practical case studies and hands-on exercises, delegates will gain proficiency in risk assessment, resource optimisation, and prioritising projects for maximum strategic impact. This course equips them to excel in this training and take their careers to the next level.

Course Objectives

  • To understand the fundamental principles of Portfolio Management
  • To learn to evaluate and prioritise projects based on strategic alignment
  • To develop expertise in risk management and resource optimisation
  • To gain proficiency in using the latest Portfolio Management tools and software
  • To learn to assess and manage the financial aspects of project portfolios.
  • To enhance decision-making skills in a portfolio context
  • To foster effective communication and collaboration among project teams

After completing the Portfolio Management Black Belt Course, delegates will possess a holistic understanding of Portfolio Management, enabling them to make more informed strategic decisions, allocate resources efficiently, and drive successful project outcomes.

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What’s included in this Portfolio Management Black Belt Training Course?

  • Portfolio Management Black Belt Examination
  • World-Class Training Sessions from Experienced Instructors       
  • Portfolio Management Black Belt Certificate  
  • Digital Delegate Pack

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Portfolio Management Black Belt Exam

To achieve the Portfolio Management Black Belt, candidates will need to sit for an examination. The exam format is as follows: 

  • Question Type: Multiple Choice 
  • Total Questions: 30 
  • Total Marks: 30 Marks 
  • Pass Mark: 60%, or 19/30 Marks 
  • Duration: 60 Minutes 
  • Open Book/ Closed Book: Open Book

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Portfolio Management Black Belt Training Course. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Portfolio Management Black Belt Training Course, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

What our customers are saying

Portfolio Management Black Belt Training Course FAQs

The course includes 3 days of classroom training from an expert instructor, courseware book including slides, and a certificate of achievement upon completion.
Yes, the course includes the Black Belt exam.
Your instructor will be a portfolio management expert with many years of experience in selection, prioritisation and control of projects.
Please arrive at the venue at 8:45am.
The training fees for Portfolio Management Black Belt Training Course certification in Canada starts from CAD2995
The Knowledge Academy is the Leading global training provider for Portfolio Management Black Belt Training Course.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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