Introduction to Portfolio Management

Stratexology LLP

Short course

In St Helens

£ 501-1000

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Description

  • Type

    Short course

  • Location

    St helens

  • Duration

    2 Days

  • Start date

    Different dates available

This practical course gives you a grounding in how to plan and implement project/programme portfolio management.

Facilities

Location

Start date

St Helens (Merseyside)
See map
Garswood Old Road, East Lancs Road, WA11 7LX

Start date

Different dates availableEnrolment now open

About this course

After attending this seminar, you will be able to:

Articulate the key roles in portfolio management;
Explain how to setup a portfolio and choose potential projects to charter;
Show how to categorise work in line with business requirements;
Describe how to balance the portfolio and align with strategic plans;
Demonstrate how to create a portfolio, using a decision hierarchy and graphical techniques.

Anyone wishing to develop an end-to-end understanding of how portfolio management works. 25-35 year old junior/middle managers.

No pre-reqs.

Very high quality tuition, along with the best value pricing in the UK.

Email contact with information, telephone call if requested.

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Subjects

  • Portfolio Management
  • Benefits
  • Project
  • Strategy
  • Strategic Management
  • Pipeline
  • Planning
  • Planning Process
  • Business Cases
  • Managing brands
  • Execution
  • Portfolio
  • Programme
  • Evaluate
  • Select
  • Manage
  • Execute

Teachers and trainers (1)

James Graham

James Graham

Senior Partner

James Graham is a practitioner and tutor specialising in analysing, formulating and executing strategy. He has experience of working in nearly 40 countries and has facilitated over 500 seminars since 2002, in Africa, Asia, Europe, the Middle East and North America, giving him a good appreciation of cultural differences and how to succeed in multicultural environments. His style is pragmatic and he is able to explain complex concepts in a way that is easy to understand. James was awarded a masters degree following studies at Nottingham Business School.

Course programme

Agenda day 1

Module One–PPM – an Overview
  • Strategy and strategic management – a brief introduction
  • Turning strategic choices into themes and deriving projects
  • How Key Performance Indicators are derived from the company mission
  • Projects and programmes, differences and similarities, where they fit
  • How operational work fits with PPM
  • The portfolio, how it establishes the work to be done and the priorities
  • The roles in Portfolio Management (Steering Committee, the PMO, sponsors, programme managers, project managers and operational Managers)
  • The 12-step portfolio management process

Module Two –Defining and Managing the Pipeline
  • What is the pipeline
  • What does it contain?
  • How does the pipeline interact with strategic and other plans?
  • What data is needed to create a pipeline?
  • How should pipeline candidates be pre-qualified, reviewed and selected?
  • Links to project chartering
  • Applying a stage gate approach (open gate or closed gate)

Module Three –Categorising Work and Defining Requirements
  • Dealing with bias in assessing portfolio selections
  • Mandatory versus discretionary work Agreeing the attributes for measurement (e.g. potential success, risks, financial attractiveness)
  • Deciding the relative weighting of the attributes, when prioritising work
  • Documenting the business requirements Module Four–Developing Value Propositions and Business Cases
  • What is a value proposition?
  • How do you create/define a value proposition?
  • Structure of a business case
  • Content of a business case
  • Assessing business cases Module Five –Selecting Projects
  • Single criterion models
  • Multiple criteria models
  • Decision hierarchy models
  • Other selection models
  • Building a decision hierarchy model to prioritise your portfolio

Day Review

Agenda day 2

Module Six -Prioritising/Balancing the Portfolio
  • Assessing whether the portfolio meets the business requirements
  • The Efficient Frontier technique
  • SWOT analysis
  • 2 x 2 matrix models (e.g. probable success versus benefits)
  • Other balancing techniques
  • Choosing appropriate Key Performance Indicators

Module Seven – Portfolio Maintenance
  • Managing brands over an extended period of time
  • Balancing the brand portfolio to reflect changing business strategy and environment
  • Refreshing tired brands
  • Developing acquisitions and divestments

Module Eight – Authorising and Planning Work
  • Developing a road map and a portfolio authorisation process
  • Analysing capability and capacity
  • Balancing resource versus requirements
  • Benefits realisation considerations

Module Nine - Developing the Portfolio
  • Recognise changes in strategy/adjust portfolio accordingly
  • Review benefits delivery
  • Business case v actual
  • Benefits delivery improvements
  • Capturing lessons learned
  • Continuous improvement to portfolio processes

Module Ten - Reporting and Portfolio Dashboards
  • Analysing reporting requirements
  • Reporting on Key Performance Indicators
  • Establishing reporting requirements
  • Creating your own reports and dashboards
  • Commercial apps for portfolio management, reporting and dashboards

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Additional information

Price: ‎£995 (London) - ‎£895 Other areas

See related categories

Introduction to Portfolio Management

£ 501-1000

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