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Fundamentals of Portfolio Management Training
Rated 4.5/5 based on 78 customer reviews

Fundamentals of Portfolio Management Training

Learn to make the right investment decisions and achieve the expected ROI

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Modes of Delivery

Live Online (Virtual)

Collaborative, enriching virtual sessions, led by world class instructors at time slots to suit your convenience.

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Description

This workshop will help you understand the basics of effective Portfolio Management in order to meet your organization’s business goals and maximise results.

Businesses and Governments are investing large sums of money and resources on achieving new strategic objectives and creating new capacities and capabilities. It is critical to make right investment decisions on these new initiatives, in order to bring about the expected Return on Investments (ROI) and also ensure thatdesired financial and business goals are achieved from these new investments.

Portfolio Managers are responsible for creating the right investment strategies for the organization’s projects, programs and operations to bring about the expected results. They are responsible for prioritizing the organization goals and various investments for maximum Value Realization. They support Project, Program and Operation Managers by providing the funding and other resources.

Portfolio Managers will also shoulder the responsibility of reducing risk and implementing strategic initiatives to achieve profits.They can earn as much as $201K on an average, making this a career path that is very rewarding.With organizations getting more ambitious with their portfolios and projects getting more complex, this expertise will be in much demand the world over.

This workshop will introduce you to the basic concepts of Portfolio Management, and will help you understand how Portfolio Management is used in real world situations.

What you will learn:
By the end of this course, you will be able to—

  • Apply project, program and portfolio concepts based on the characteristics of the work
  • Know the roles of Portfolio, program and project managers and the differences between them
  • Validate the alignment of portfolios with the organization strategic vision
  • Prioritize projects on the basis of their strategic value they bring to the organization
  • Maximize the benefits derived from projects
  • Improve organization's ability to complete maximum projectswithin the existing capabilities
  • Implement Portfolio Level Risk Management

Key Features

8 hours training on Fundamentals of Portfolio Management
Understanding Projects, Programs and Portfolios
Learning the difference between Project, Program and Portfolio Management
Learning the role and responsibility of a Portfolio Manager
Learning systematic method for Portfolio Management as per PMI® guidelines
A case study driven approach with hands-on exercises
This is a basic introductory course only

Curriculum

This is a basic introductory course and does not cover PMI®’s PfMP® syllabus

Introduction to Portfolio  Management

  • Projects, programs and portfolios
  • The role of a portfolio manager versus a project and program manager
  • Portfolio Management and Organization Strategy
  • Portfolio Management as per PMI view

Managing the Portfolio

  • Strategic Alignment
  • Evaluate organizational strategic goals and objectives
  • Identify projects and programs in line with organization goals
  • Prioritize and select projects and programs with regards to value they bring to meet organizational goals
  • Develop High-level Portfolio Roadmap aligning with Organizational Strategies

Governance

  • Establish the governance model,
  • Develop  the portfolio management plan including various policies and processes for Portfolio Management
  • Approve the portfolios

Portfolio Performance

  • Initiate the portfolio using the portfolio roadmap
  • Collect and consolidate key performance metric data
  • Monitor the portfolio performance on an on-going basis
  • Manage portfolio changes using change management techniques
  • Balance portfolio and prioritize portfolio components
  • Measure Portfolio Performance and Optimize

Portfolio Risk Management

  • Develop, monitor, and maintain portfolio-level risk register
  • Promote common understanding and stakeholder ownership of portfolio risks
  • Provide recommendation and obtain approval for a portfolio management reserve

Portfolio Communication

  • Portfolio Level Stakeholder Identification and Analysis, Need Assessment
  • Developing Communication Strategy for effective engagement of stakeholder for portfolio decision and buy-ins
  • Effective on-going engagement of Portfolio Stakeholders

reviews on our popular courses See All

The KnowledgeHut course covered all concepts from basic to advanced. My trainer was very knowledgeable and I really liked the way he mapped all concepts to real world situations. The tasks done during the workshops helped me a great deal to add value to my career. I also liked the way the customer support was handled, they helped me throughout the process.

Attended PMP® Certification workshop in May 2018

Everything was well organized. I would definitely refer their courses to my peers as well. The customer support was very interactive. As a small suggestion to the trainer, it will be better if we have discussions in the end like Q&A sessions.

Attended PMP® Certification workshop in May 2018

Overall, the training session at KnowledgeHut was a great experience. I learnt many things. I especially appreciate the fact that KnowledgeHut offers so many modes of learning and I was able to choose what suited me best. My trainer covered all the topics with live examples. I'm glad that I invested in this training.

Attended PMP® Certification workshop in May 2018

The skills I gained from KnowledgeHut's training session has helped me become a better manager. I learned not just technical skills but even people skills. I must say the course helped in my overall development. Thank you KnowledgeHut.

Attended PMP® Certification workshop in May 2018

The instructor was very knowledgeable, the course was structured very well. I would like to sincerely thank the customer support team for extending their support at every step. They were always ready to help and smoothed out the whole process.

Attended Agile and Scrum workshop in May 2018

This is a great course to invest in. The trainers are experienced, conduct the sessions with enthusiasm and ensure that participants are well prepared for the industry. I would like to thank my trainer for his guidance.

Attended PMP® Certification workshop in May 2018

Trainer really was helpful and completed the syllabus covering each and every concept with examples on time. Knowledgehut staff was friendly and open to all questions.

Attended Certified ScrumMaster (CSM)® workshop in May 2018

The teaching methods followed by Knowledgehut is really unique. The best thing is that I missed a few of the topics, and even then the trainer took the pain of taking me through those topics in the next session. I really look forward to joining KnowledgeHut soon for another training session.

Attended Certified ScrumMaster (CSM)® workshop in May 2018
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Frequently Asked Questions

The attendees need to have some prior experience of managing multiple projects, programs and also portfolios.

  • Senior executives responsible for organizational strategy
  • Managers responsible for developing organizational strategy or for making strategic recommendations
  • Portfolio managers, project managers, and program managers
  • Members of portfolio, program, or project offices

With organizations getting increasingly involved in multiple projects that often span geographies, it is important to practice portfolio management that involves the grouping of interrelated projects in terms of their requirements. A successful portfolio manager is able to manage resources successfully across projects and deliver business results. This tutorial has been designed to help you understand portfolio management with practical work, case studies and theory.  Grasping these fundamentals will help you handle projects and programs with expertise and become a successful manager.

On successful completion of the course you will receive a course completion certificate issued by KnowledgeHut.

You will receive 1 credit per hour of learning which totals to 8 credits for the entire workshop.

Your instructors are industry veterans who have successfully led project, program and portfolio management in organizations across sectors and will hand hold you through its practical and strategic aspects.

Any registration cancelled within 48 hours of the initial registration will be refunded in FULL (please note that all cancellations will incur a 5% deduction in the refunded amount due to transactional costs applicable while refunding) Refunds will be processed within 30 days of receipt of written request for refund. Kindly go through our Refund Policy for more details:  https://www.knowledgehut.com/refund-policy

Please send in an email to support@knowledgehut.com, and we will answer any queries you may have!

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