ON-DEMAND LEARNING: Set your own pace
with a recorded online version of this course
and log on when and where you learn best .
TRADITIONAL CLASSROOM: Engage with our
instructors and a diverse group of peers in a
Traditional Classroom version of this course .
VIRTUAL CLASSROOM: Dynamic and fully
interactive, a live, online version of this course is
led by an instructor and conducted in real time .
Customized Learning: We will tailor any course based on your company’s needs .
For a free consultation or quote please email Learning@iil.com or visit www.iil.com/onsite.
This workshop defines the strategy, processes,
information, analysis, and deliverables of an
effective portfolio management approach . You
will learn how to proactively identify, select,
de-select, and nurture a balanced and desirable
mix of projects. Effective portfolio management
improves the multi-project flow through the
organization (speed and quality) by minimizing
unnecessary multi-tasking and priority changes.
The goal of this course is to provide you with
knowledge of the components, importance,
and challenges of implementing enterprise-level project portfolio management (PPM)
based upon your organization’s strategic
business goals .
Prerequisites
We recommend that you have between three
and five years of project management
experience .
Course Level
Intermediate/Advanced
Who Should Attend
• People who support portfolio management
decision-making processes for the selection
and prioritization of projects
• Project Management Office (PMO) team
members responsible for or with an interest
in developing and managing their project
portfolio(s)
Performance Focus
• Defining the objectives of PPM and project
portfolio process
• Strategic planning as it relates to portfolio
management
• Linking the project portfolio with the
resource and asset portfolios
• Prioritizing projects to improve project flow
and return on investment (ROI)
• Managing resource pools and the strategic
resource(s)
• Avoiding the trap of becoming too involved
in the details
• Defining and facilitating the roles and
responsibilities of the PMO, executives, and
others
• Ensuring project ownership and sponsorship
What You Will Learn
You’ll learn how to:
• Define the five fundamental components of
the enterprise-level PPM process
• Identify the components of PPM, including
information requirements, principal
performers, and the relationship among the
major activities
• Relate the principles of enterprise-level PPM
to business strategy and organizational
performance
• Evaluate specific techniques, tools and
models for project selection, prioritization,
resource management, and portfolio
balancing
• Navigate the organizational change that
is required to implement or improve your
portfolio management process
• Recognize the benefits and challenges of
implementing portfolio management within
the business
Course Overview
Getting Started
• Introductions
• Course structure
• Course goals and objectives
Portfolio Management Framework
• Portfolios, programs, and projects
• A closer look at portfolio management
• Why portfolio management is important
• The enterprise portfolio management model
Defining the Portfolio Management Process
• Portfolio management models and
approaches
• Portfolio management process steps
• Challenges of multi-project management
• What is business strategy?
• Applying business strategy to the portfolio
• Stepping through a strategic decision
• Implementing business strategy using PM
• Unified Project Management® Methodology
(UPMM™) approach to strategic decisions
Organizational Factors and Influences
• PM and organizational change
• Creating the right environment
• Stakeholder perspectives
• The enterprise PMO
Acquiring the Right Information
• Key portfolio data elements
• Relating the portfolio data
• Measuring portfolio performance
• Portfolio information checklists
Analyzing, Balancing, and Optimizing the
Portfolio
• What is a balanced portfolio?
• Portfolio selection methods
• Analysis and optimization
• Ways to view the portfolio
Survey of Enterprise PPM Tools
• Why use PPM tools?
• The three levels of tools
• Effective selection and use
• Available tools and product suites
Applying Portfolio Management
• Creating a project portfolio
• Refining the portfolio contents
• Root Cause Analysis
• Managing resistance to change
Summary
• What did we learn, and how can we
implement this in our work environments?
Project Portfolio Management
How to Increase the Return on Your Organization’s Project Management Investment
#8862 / Four 3-hour sessions
CEU Credits: 1 . 2 / PDU Credits: 12
Price: USD 850
#8108 / 2 Days
CEU Credits: 1 . 4 / PDU Credits: 14 / CPE Credits: 16
Price: USD 1495
#PA8862 / Four 3-hour sessions
CEU Credits: 1 . 2 / PDU Credits: 12
Price: USD 850
Unified Project Management® and UPMM™ are marks of International Institute for Learning, Inc.
