Portfolio Management Training | Portfolio Management Green Belt Training in Virtual

Portfolio Management Green Belt Certification Course Outline

This Portfolio Management Green Belt course provides a comprehensive introduction to the basics of Portfolio Management, including key techniques and how these can be used to achieve strategic objectives. By the end of this 1-day course, you will be able to demonstrate good knowledge of the basics of portfolio management and comfortably be involved in portfolio management projects.

Module 1: Defining Portfolios and Portfolio Management

• What is Portfolio Management?
• What is Project Portfolio?
• What is (Project) Portfolio Management (PPM)?
• PPM Viewpoint
• Portfolio Management Office
• PPM and Corporate Structure
• Measuring Success
• Portfolio Vs Project Management
• Projects/Programmes/Portfolios
• Mission Statement
• Why PPM?

Module 2: Components of Portfolio Management

• Introduction
• Portfolio Management Principles
• Definition and Delivery Cycles

Module 3: Stages of Portfolio Management

• Stages
• Portfolio System Tasks
• Portfolio Lifecycle
• Business Change Lifecycle
• Gateways
• Control Techniques
• Implementation Project Escalation

Module 4: Portfolio Management and Organisational Strategy

• Linking PPM to Organisational Strategy
• Benefit Management
• Meeting Strategic Objectives
• Strategic Planning and Portfolios
• Aligning Portfolios to Business Need
• Business Functions
• Capability-Based Planning
• Governance Structure
• Managing Portfolio

Module 5: Tools for Portfolio Management

• Project Portfolio Management Software
• Dashboard
• Balanced Scorecard
• Performance Metrics
• Example Performance Metrics
• Value Chain Diagram
• Solution Concept Diagram
• Heintzman and Marson's "Public Sector Service Value Chain"
• OLAP Pivots
• Project/Programme Readiness Assessment Form
• Business Value Assessment Technique
• Portfolio Map
• Stakeholder Management Tools
• Categories of Stakeholder
• Stakeholder Analysis Matrix
• Power/Interest Matrix

Who Should Attend this Portfolio Management Green Belt Certification Course?

Portfolio Management Green Belt Training Course is applicable for a person who is appointed or designated to be in charge of the projects or programs in reference to planning, execution, or monitoring of any organisation. Portfolio Management Training Course can be of interest for various categories of professionals, among them:

• Portfolio Managers
• Project Managers
• Business Analysts
• Programme Managers
• Executives and Managers
• Business Leaders and Stakeholders
• Product Managers

Prerequisites of the Portfolio Management Green Belt Certification Course

There are no formal prerequisites for this Portfolio Management Green Belt Training Course. However, a basic understanding of Portfolio Management and Project Management would be beneficial for the delegates.

Portfolio Management Green Belt Certification Course Overview

This course on Portfolio Management Green Belt gives you detailed knowledge about Portfolio Management. Portfolio Management is the process of selecting and managing a group of projects or training that an organisation undertakes to meet its strategic business objectives. Expertise in this line, therefore, becomes an important aspect of ensuring success as a project manager and organisational growth.

Competency in Portfolio Management is a critical success factor for any Project Management professional. It ensures fact-based decisions, the effective use of resources, and the simultaneous mitigation of risks efficiently. Learn about Portfolio Management, a must-learn skill for all Project Managers and Programme Managers and a key competence for Executives with responsibilities for strategic planning towards better project outcomes and their strategic contributions.

This very highly intensive 1-day training course by The Knowledge Academy provides the tools required for the delegate to excel in Portfolio Management. The delegates will also learn to develop project priorities, balance resources, and articulate project portfolios towards organisational strategies. The course combines theoretical principles with practical application, so professionals can apply the new learning to their work immediately and see improvements in project outcomes very soon.

Course Objectives

• To understand the fundamental concepts of Portfolio Management
• To learn to assess and prioritise project portfolios based on strategic objectives
• To develop skills in resource allocation and risk management
• To gain proficiency in measuring and optimising portfolio performance
• To enhance the ability to make informed decisions regarding project initiation, continuation, or termination
• To explore best practices and case studies in Portfolio Management
• To receive practical guidance on aligning projects with the organisation's strategic goals
• To collaborate with industry experts and peers to share insights and experiences

After completing the Portfolio Management Green Belt Course, delegates will gain in-depth insights to enhance project success, resource allocation, and risk mitigation, ensuring their organisations remain agile and competitive.

What’s Included in this Portfolio Management Green Belt Certification Course?

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