Curriculum
- 9 Sections
- 40 Lessons
- 15 Hours
Expand all sectionsCollapse all sections
- Introduction2
- What is Portfolio Management?8
- 2.1Relationships with other best management practice products
- 2.2Define the terms project, programme & portfolio
- 2.3Describe the terms & Explain the differences between projects, programmes & portfolio
- 2.4The Principles of MoP
- 2.5The “Lite Touch” techniques
- 2.6Portfolio Cycles & the definition & Delivery practices
- 2.7Tailoring the MoP guidance to suit your organization
- 2.8Objectives & Benefits of Portfolio Management
- Strategic & Organizational Context3
- 3.1Be familiar with the context in which portfolio management operates
- 3.2The organizational functions or activities that portfolio management must coordinate with.
- 3.3The relationship between portfolio management and Business As Usual, Strategic and Business Planning, Budgeting & Resource Allocation, Programme & Project Management, Performance Management & Corporate Governance.
- Roles and Documentation5
- Portfolio Management Principles2
- Implement, sustain & measure Control6
- 6.1The three broad approaches to implementing portfolio management.
- 6.2State when each approach is most relevant
- 6.3The seven steps required to implement portfolio management and their benefits
- 6.4The key factors involved in sustaining progress
- 6.5The approaches and metrics used to assess portfolio mgmt. maturity and its impact in the organization
- 6.6The benefits of assessing the impact of portfolio management
- Portfolio Definition Cycle5
- 7.1The purpose of the portfolio definition cycle and its key output
- 7.2The results of a portfolio definition cycle that functions correctly and describe the situation if this is not the case
- 7.3The portfolio definition practices and explain their purposes
- 7.4What is involved in each practice and discuss their ’keys to success’
- 7.5The techniques of: financial metrics – Three point estimating – Driver-based strategic contribution analysis – Multi-criteria analysis – Decision-conferencing – Clear line of sight planning
- Portfolio Delivery Cycle7
- 8.1Describe the purpose of the portfolio delivery cycle
- 8.2Describe the results of a portfolio delivery cycle that functions correctly and describe the situation if this is not the case
- 8.3List the portfolio delivery practices
- 8.4Explain the purpose of each practice
- 8.5Describe the challenges and solutions to effective dependency management
- 8.6Explain what is involved in each practice and discuss their ‘keys to success’
- 8.7Describe the techniques of: Management by exception, One version of the truth, Staged release of funding, Clear line of sight reporting, The champion-challenger model
- Exam Technique2