Project Portfolio Management

The training explains the principles of conducting multiple projects simultaneously and teaches how to respond to emerging challenges in order to provide the organization with the expected business results.
The program is addressed to people responsible for managing a portfolio of projects and delivering the resulting business values. During the training, we present the best practices in project portfolio management, from defining the shape of the portfolio in line with the organization's strategy, to its approval and ongoing control.

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Project Portfolio Management

Main training objectives

  • Discussion of the strategic management process and the combination of strategic management and portfolio management.
  • A detailed discussion of the elements of the portfolio lifecycle, with an emphasis on critical points.
  • Getting to know the framework for portfolio coordination and adapting general principles to the needs of individual organizations.
  • Develop the ability to use tools and techniques to monitor and control portfolio performance.
  • Discussion of the group's and instructor's experiences in project portfolio management, exchange of observations and practical examples of problem solving.

This training is recommended for

  • People designing, implementing and controlling project portfolios.
  • Experienced project managers coordinating several projects simultaneously within the portfolio.
  • Senior management staff.
  • People responsible for achieving the organization's strategic goals.

Training program

Day 1

  1. Discussion of the elements of the strategic management process.
  2. Defining a portfolio and portfolio management.
  3. Overview of the portfolio lifecycle and the role of the portfolio manager.
  4. Presentation of the portfolio approach and how to implement it.
  5. Identification and description of areas of specialization used by portfolio managers.
  6. Presenting the benefits and challenges of portfolio management.
  7. Presentation of key roles and expectations of portfolio stakeholders.
  8. Defining the elements of the IT system supporting portfolio management.

Day 2

  1. Factors to consider when developing a portfolio management framework.
  2. Discussion of the framework for proceeding with the selection of projects.
  3. Weaknesses of popular project selection methods.
  4. Ranking methods for project selection.
  5. Application of economic models to project selection.
  6. Discussing the elements of portfolio supervision and developing a plan for its implementation.
  7. Defining a group of monitoring and control processes.
  8. Identification and discussion of key elements of monitoring and control processes.
  9. Presentation of tools and techniques used in monitoring and control processes.

Participants after completing the training

  • They have knowledge of the strategic management process, which allows them to integrate the organization's goals and strategies with the project portfolio.
  • They have the ability to identify and manage various phases of a project portfolio - planning, implementation, monitoring.
  • They know tools and techniques that they can use effectively in practice.

Languages and locations

We provide training online and stationary in Warsaw. Trainings are held in Polish or English. We also offer the possibility of organizing closed training in other cities in Poland. Regardless of the form of training, we provide high quality teaching and emphasize practical skills. We also organize closed training courses at the individual request of the organization, adapting the location and scope to the client's needs.

Organization of online training

Online training is most often carried out on the Zoom or Microsoft Teams communication platform.

Participants will receive a detailed schedule of meeting hours in individual organizational messages.

Details:

  • Classes are conducted in the form of live meetings with a trainer on a communication platform;
  • After each meeting, participants will receive a short task, which should be sent to the trainer after completion. The results will be discussed at the next meeting;
  • No later than 7 days before the start of the training, participants will receive individual organizational messages to the e-mail address provided during registration, containing:
  • Confirmation of the training date;
  • Information about the hours of individual meetings;
  • Information about the communication platform on which the training will be carried out;
  • Links and passwords necessary to log in to individual meetings;
  • Participants will receive training materials to the e-mail address provided during registration;
  • Within one business day from the date of completion of the training, participants will receive certificates in the form of a PDF file confirming completion of the training to the e-mail address provided during registration;
  • Within one business day from the date of completion of the training, participants will receive a link to an evaluation survey at the e-mail address provided during registration, in which they can express their opinion about the training;

Details

  • During the training, participants are provided with coffee breaks and lunch;
  • Lunch is served in a dedicated restaurant area. Depending on the location, it may take the form of a buffet or individually packaged catering;
  • No later than 7 days before the start of the training, participants will receive organizational messages to the e-mail address provided during registration, containing:
  • Confirmation of the training date;
  • Address details of the training room;
  • Confirmation of the duration of classes and breaks;
  • Lunch details; NOTE: In case of special dietary needs, please let us know when registering for the training so that we can provide a lunch adapted to the participants' diet.
  • Training materials will be waiting for participants in the room;
  • Within one business day from the date of completion of the training, participants will receive certificates in the form of a PDF file confirming completion of the training to the e-mail address provided during registration;
  • Within one business day from the date of completion of the training, participants will receive a link to an evaluation survey at the e-mail address provided during registration, in which they can express their opinion about the training;

NOTE: Please check your SPAM box if you do not receive the message within the specified time.

Who conducts the training?

The experts conducting the training are practitioners with many years of experience in project management. Thanks to this, the information they provide goes far beyond what can be read in books. They support the presented knowledge with real examples from design life.

What accreditation does this training have?

The pmexperts Project Portfolio Management training is accredited by the Project Management Institute (PMI®) on the basis of the Partnership Agreement and meets the accreditation requirements.

Can I change the training date after purchase?

Yes, the date of the purchased training can be changed no later than 2 weeks before the planned training.

Are there any requirements for participating in the training?

There are no requirements that must be met before participating in the training, but it is intended for project managers who already have basic knowledge of project management.

Will I receive a certificate after completing the training?

You will receive a certificate of completion of training from an accredited PMI partner.

Is it possible to get a discount for a group of people from the same organization?

To receive an individual offer for the group, contact us by e-mail: office@pmexperts.com

Is it possible to participate in online training from a country other than Poland?

Yes, participants from outside Poland can also take part in online training. We provide training in Polish and English.

Download the brochure in PDF format

Select the place and date of the training

Lowest price from the last 30 days: 3.500,00 
Level: expert
Duration: 16 hours
Number of PDU points: 16
Certificate: PMI®ATP

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