“Gerald Leonard has taken a bold first step into an area long neglected. He breaks portfolio management down into manageable chunks and brings clarity to a practice the desperately needs it. Gerald’s work examines the totality of portfolio perspectives, from the executive suite to the project manager, and acknowledges the roles of the disparate players across the enterprise. His materials thoughtfully examine not only the theory of portfolio management, but also the practical day-to-day of ensuring consistency of strategy and approach. Definitely worth your consideration.”
This course is designed for Senior Project or Program Managers who have been tasked with implementing an organization’s Portfolio Management capability and who need to:
Why attend this course?
- Career Advancement
- Increase business knowledge and skills
- Improve stakeholder management capability
- Become the Project Portfolio Management thought leader for your organization
- Help your organization develop a strategy execution culture
- Gain the respect of your senior management team
- Position yourself for a salary increase
**Salary ranges provided below are based on research from the Indeed job site.
Duration 1 days; 8 PDUs Category B
Course Schedule and Information
This course is also offered to Corporations and Government Agencies as a 2 Day Training Program. Please complete the contact form below for organizational pricing. 2 Day Course provides 16 PDUs to each participant.
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What students have said…
After going through your class and all of the different aspects of portfolio management that we covered, I feel that I’m better prepared to manage my business more effectively. You truly have a passion and mastery of the material and it is demonstrated through the way that your class was run. You made a complex subject very understandable and put it in a way that I can immediately apply the strategies to my business.
Sign me up for any other courses that you offer.
Timothy R.
Gerald’s course on project portfolio management is very compelling. His PPM course provides guidance on how to implement best practices and how applying these disciplines translates into achieving optimal success in aligning projects with business objectives. The course helped me figure out the right projects to execute in my business and how to synchronize them, as well!
Carl C.
Course Outline and Objectives
Strategic Management
How to evaluate an organization’s strategic plan and identify key business drivers, goals and objectives. How to partner with the senior leadership team, establish the portfolio prioritization criteria, selection process and create a portfolio road map.
Upon completion of this module, participants will be able to:
- Identify organizational strategies, goals and objectives to understand the organization’s strategic priorities.
- Query stakeholders and determine appropriate prioritization criteria
- Conduct strategic business driver selection and prioritization
- Identify new and existing portfolio elements
- Develop portfolio Scenarios using various analysis techniques
- Determine the impact of changes on the portfolio when strategic goals and objectives are adjusted
- Develop a high level portfolio road-map
Governance
How to select the appropriate governance policies, processes and establish the board and committee structure required to facilitate the portfolio decision process. As well as establish the proper roles and responsibilities and delegation of authority for a streamline portfolio governance framework.
Upon completion of this module, participants will be able to:
- Identify and establish a governance framework
- Learn the industry best practices for portfolio management policies, standards, processes and procedures.
- Create a portfolio management plan
- Clarify portfolio management decision processes
- Establish and Conduct portfolio management governance review board process
Portfolio Performance Management
How to select and establish a data driven metrics program that will provide guidance, tracking and continuous monitoring of the organizations project portfolio.
Upon completion of this module, participants will be able to:
- Identify portfolio management performance metrics
- Recognize and report on portfolio performance risk and issues
- Interpret and escalate portfolio communication issues
- Support portfolio management change processes
- Learn and know the portfolio management recalibration processes and procedures
- Identify resource allocation capacity constraints and demand requirements
- Conduct aggregated portfolio management performance review
- Establish portfolio management reporting and archiving processes
Portfolio Communication Management
How to develop a communication strategy, communicate across the organization, facilitate strategic review sessions and obtain buy-in from key stakeholders.
Upon completion of this module, participants will be able to:
- Identify and interpret stakeholder expectation, influence and interest
- Develop a portfolio management communication strategy
- Support stakeholder adopt of the portfolio management practice through awareness and expectation management
- Establish and maintain communication strategic processes
- Train and coach stakeholders to understand portfolio management processes and procedures
- Identify and determine portfolio management communication governance guidelines
Portfolio Risk Management
How to review the portfolio risk management profile, assumptions, constraints, and develop strategies to mitigate critical risk that will keep the portfolio from delivering the promised outcomes and benefits.
Upon completion of this module, participants will be able to:
- Identify and determine appropriate portfolio management risk tolerance
- Create portfolio management risk plan
- Conduct portfolio management dependency and interdependent procedures
- Coach stakeholder in portfolio management risk response
- Identify and determine portfolio management reserve