Practical Portfolio Management: A Complete Guide
Course Overview
In today’s complex business environment, organizations manage multiple programs and projects competing for limited resources. Effective **Portfolio Management** ensures that every initiative contributes to strategic objectives, maximizes value, and minimizes risk.
This **Practical Portfolio Management** course bridges strategy and execution by teaching participants how to **select, prioritize, balance, and control portfolios of projects** in real business contexts. Through simulations, case studies, and hands-on exercises, participants will gain the tools and insight to transform project collections into aligned, high-performing portfolios.
Course Objectives
By the end of this course, participants will be able to:
1. Understand the core principles and frameworks of portfolio management.
2. Align project portfolios with organizational strategy and goals.
3. Evaluate and prioritize projects using proven decision-making tools.
4. Optimize resource allocation and manage portfolio performance.
5. Apply governance, reporting, and control mechanisms effectively.
6. Use practical techniques to balance value, risk, and investment.
Learning Outcomes
Participants will be able to:
* Develop and implement a portfolio management framework.
* Apply quantitative and qualitative methods for project prioritization.
* Manage interdependencies between projects and programs.
* Establish performance dashboards and portfolio KPIs.
* Conduct regular portfolio reviews for better decision-making.
Who Should Attend
This course is ideal for:
* Portfolio Managers and Program Managers
* Project Management Office (PMO) Leaders
* Senior Project Managers and Directors
* Strategy and Planning Professionals
* Executives responsible for resource and investment decisions
Course Outline (5 Days)
Day 1 – Introduction to Portfolio Management
* Defining portfolio, program, and project management
* The role of portfolio management in strategic alignment
* Establishing a portfolio governance structure
* Portfolio maturity models and best practices
* Case Study: From project chaos to strategic alignment
Day 2 – Portfolio Selection and Prioritization
* Project evaluation criteria and scoring models
* Financial and non-financial assessment tools
* Portfolio balancing: risk, value, and resource optimization
* Practical Exercise: Building a prioritization matrix
Day 3 – Portfolio Planning and Resource Management
* Portfolio roadmap development
* Resource allocation and capacity planning
* Managing portfolio interdependencies
* Portfolio optimization under constraints
* Workshop: Developing a multi-year portfolio plan
Day 4 – Monitoring, Control, and Performance Management
* Portfolio performance indicators (KPIs and metrics)
* Tracking benefits realization and investment performance
* Portfolio dashboards and reporting tools
* Scenario analysis and corrective actions
* Practical Exercise: Portfolio health check simulation
Day 5 – Governance, Communication, and Continuous Improvement
* Portfolio governance frameworks and decision-making models
* Communication strategies for executives and stakeholders
* Integrating portfolio management with PMO and strategy offices
* Lessons learned and maturity improvement roadmap
* Group Discussion: Building a culture of portfolio excellence
Certification
🎓 Participants will receive a **Certificate of Completion in Practical Portfolio Management** from **KE Leaders Training Centre, London**.
Key Benefits
✅ Gain practical, tool-based experience in portfolio selection and management.
✅ Learn proven methods to align investments with organizational strategy.
✅ Improve decision-making through data-driven prioritization.
✅ Enhance leadership and governance capabilities.
✅ Position yourself for advanced roles in strategic project management and PMO leadership.
Contact Info:
Enquiry at : admin@keleaders.com
Whatsapp: 0044 790 125 9494
For more details visit our website : www.keleaders.com
