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Fundamentals of
Portfolio Management PFM00.10 |
No company has the
resources to meet all of its business needs. This is true in
the best of times. It certainly is even truer when times are
tough. Even if your company is a rare one that has all the
money it needs, you definitely do not have the people to
complete everything you would like. Portfolio management is
a process to ensure that your company spends its scarce
resources on the work that is of the most value to your
company, and work that is most closely aligned to your
business goals and strategies.
This class shows attendees the many aspects of portfolio
management that must be understood before the concepts can
be deployed. The class also demonstrates a specific and
comprehensive six-stage model for implementing portfolio
management – Definition, Foundation, Selection,
Prioritization, Authorization and Activation.
Prerequisites
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Learning Objectives
At the end of this class,
participants will be able to:
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Understand the basic concepts and benefits of portfolio
management
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Establish a work effort to define and lay the foundation
for portfolio management
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Create an overall model for selecting, balancing,
prioritizing and authorizing work
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Understand how to run and report on the resulting
portfolio of work
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Who
Should Attend
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Senior managers that will sponsor the establishment and
management of portfolios
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All managers that must help implement portfolios
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Candidates for the Portfolio Managers
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All other senior staff members that need to understand these
important concepts
Course Outline
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Portfolio concepts, terms and benefits
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Define the portfolio structure that is right for your
organization
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Evaluate and select all potential work for the portfolio
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Prioritize and balance the work of the portfolio
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Authorize, activate and manage the portfolio on an ongoing
basis
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Review and report on portfolio work throughout the year
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Update the portfolio work when organizational strategy
changes
Class Length
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