Global Learning for Operational Leaders
Classroom
15 sessions
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Online / Live
15 sessions
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Introduction
Course overview
Portfolio management as a strategy implementation tool and how it could be impacted by the new normal after COVID-19
The portfolio life cycle, phases, and controls
Strategic Re-Alignment of Portfolios in response to the new challenges
Portfolio governance and its integration with the organization-wide governance
Portfolio stakeholder management, risk management and value management
Training Objectives
By the end of this training course, participants will be able to:
Learn and apply the main concepts of portfolio management
Learn how to build a portfolio and identify and evaluate its components
Learn how to prepare a prioritized portfolio register and plan the portfolio
Learn how allocate portfolio resources and apply capacity management techniques
Measure and report portfolio performance using KPIs and Dashboards
Training Methodology
This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. To serve the program goals a mix of different techniques will be used to energize the trainees such as lectures, power-point presentation, application on portfolio analysis tools, structured discussions, brainstorming sessions, and case studies.
Who should Attend?
This training course is suitable for all executives, portfolio managers and functional managers of various levels, who are involved in all stages of selecting, prioritizing, budgeting, authorizing, planning, and managing project portfolios.
This training course is suitable to a wide range of professionals but will greatly benefit:
Board Members and Senior Executives
Functional Managers working such as Finance, IT and Procurement Managers
Portfolio Managers and Portfolio analyst
PMO managers and PMO staff
Program and senior Project managers
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Day 1
Portfolio Management Concepts and Definitions
- Organizational Project Management (Portfolios, Programs and Projects)
- Principals of Portfolio Management, Program Management and Project Management
- Portfolio Management and Organizational Strategy
- Coffee break
- Portfolio Management and Organizational Strategy (continued)
- COVID Impact on Strategy and Portfolio Management
- Standard Roles in Portfolio Management before and after COVID 19
- Portfolio Governance and Organizational Governance
Day 2
The Portfolio Life Cycle
- Portfolio Life-Cycle Overview
- Initiating and Building a New Portfolio
- Re-Building an Existing Portfolio
- Coffee break
- Re-Building an Existing Portfolio (continued)
- Selecting and Prioritizing Portfolio Components
- Portfolio Planning before and after COVID 19
- Portfolio Execution, Optimization, Monitoring and Controlling
Day 3
Portfolio Strategic Management and Governance
- Developing Portfolio Strategic Objectives
- Portfolio Charter
- Portfolio Roadmap
- Coffee break
- Portfolio Roadmap (continued)
- Selecting Portfolio Components
- Portfolio Strategic Alignment
- Portfolio Governance
Day 4
Portfolio Capacity and Capability Management
- Capacity management
- Supply and demand management
- Organizational Capabilities Assessment and Management
- Coffee break
- Organizational Capabilities Assessment and Management (continued)
- Portfolio Reporting and Analytics (KPIs, Dashboards, etc)
- Portfolio Stakeholder Management and Communications
Day 5
Portfolio Risk and Value Management
- Portfolio Risk Management
- Portfolio Value Management
- Design and Implementation of Portfolio Management Information System (PMIS)
- Coffee break
- Design and Implementation of Portfolio Management Information System (PMIS) (continued)
- Course Review
- Question and Answer
FAQ
Frequently asked questions
What does Building, Planning and Managing Post-Crisis Project Portfolios (PSM-010) cover?
This course covers Planning and Strategy Management through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 12 - 16 October 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
This programme is designed for professionals responsible for strategy, operations, transformation, or delivery leadership.
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Barcelona, Paris, Frankfurt, Amsterdam, London, Istanbul, Vienna, Cape Town.
How long is the training programme?
The programme runs for five days, with up to five training hours per day, from 9:00 AM to 2:00 PM. Each programme includes a total of 25 training hours.
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