Module 01: Introduction to Project Portfolio Management (PPM)
- Overview of Project Portfolio Management
- Differences between Project, Program, and Portfolio Management
- Role of a Portfolio Manager
- Benefits of PPM in Organizations
- Overview of PMI’s Portfolio Management Standards
- Introduction to Portfolio Management Maturity Models
Module 02: Strategic Alignment in Portfolio Management
- Aligning Portfolios with Organizational Strategy
- Identifying Strategic Objectives and Goals
- Prioritization of Projects within Portfolios
- Portfolio Strategy Development and Execution
- Balancing Short-term and Long-term Objectives
- Stakeholder Influence on Strategic Alignment
Module 03: Portfolio Governance and Decision-Making
- Establishing Portfolio Governance Structures
- Roles and Responsibilities within Portfolio Governance
- Decision-Making Processes and Criteria
- Governance Boards and Steering Committees
- Compliance and Regulatory Considerations
- Performance Monitoring and Portfolio Reporting
Module 04: Portfolio Lifecycle Management
- Overview of the Portfolio Management Lifecycle
- Phases of Portfolio Management: Initiation, Planning, Execution, and Closure
- Portfolio Optimization Techniques
- Transition Management within Portfolio Life Cycles
- Managing Portfolio Changes and Adjustments
- Integration of New Projects into Existing Portfolios
Module 05: Portfolio Planning and Prioritization
- Portfolio Planning Processes and Best Practices
- Defining Portfolio Objectives and KPIs
- Techniques for Project Prioritization
- Balancing Project Risks, Resources, and Benefits
- Resource Allocation and Reallocation Strategies
- Tools for Effective Portfolio Planning
Module 06: Portfolio Risk Management
- Understanding Portfolio-Level Risks
- Risk Identification and Analysis Techniques
- Developing a Portfolio Risk Register
- Risk Mitigation and Response Strategies
- Monitoring and Controlling Portfolio Risks
- Integrating Risk Management across Projects
Module 07: Resource Management in Portfolios
- Resource Planning and Allocation across Portfolios
- Balancing Resource Demand and Capacity
- Role Assignment and Team Management
- Managing Resource Conflicts and Constraints
- Optimization of Resource Utilization
- Workforce Planning and Talent Management
Module 08: Financial Management in Portfolios
- Financial Planning and Budgeting for Portfolios
- Cost Estimation Techniques and Tools
- Financial Performance Tracking and Reporting
- Portfolio Funding Models and Investment Analysis
- Managing Financial Risks in Portfolios
- Budget Adjustments and Reallocation Strategies
Module 09: Portfolio Benefits Management
- Identifying and Defining Portfolio Benefits
- Benefits Realization and Value Delivery
- Developing a Benefits Management Plan
- Measuring and Tracking Benefits over Time
- Benefits Transition and Integration into Operations
- Managing Negative Impacts and Unintended Consequences
Module 10: Portfolio Scope and Change Management
- Defining Portfolio Scope and Boundaries
- Scope Change Control Processes
- Managing Portfolio and Project Interdependencies
- Integration of Change Management in Portfolios
- Stakeholder Management in Change Processes
- Impact Analysis of Scope Changes
Module 11: Stakeholder Engagement and Communication
- Identifying Portfolio Stakeholders
- Developing a Stakeholder Engagement Plan
- Communication Strategies and Planning
- Managing Stakeholder Expectations
- Conflict Resolution and Negotiation Techniques
- Reporting Portfolio Status to Different Audiences
Module 12: Portfolio Quality Management
- Quality Standards and Assurance in Portfolios
- Quality Control Processes and Techniques
- Integration of Quality Management across Portfolios
- Monitoring Quality Metrics and KPIs
- Managing Quality Issues and Corrective Actions
- Tools for Quality Management in Portfolios
Module 13: Technology and Tools in PPM
- Overview of PPM Tools and Software
- Selecting the Right Tools for Portfolio Management
- Technology Integration and Data Management
- Automating Portfolio Processes
- Leveraging AI and Analytics in PPM
- Cybersecurity and Data Privacy Considerations
Module 14: Agile Portfolio Management
- Introduction to Agile Portfolio Management
- Scaling Agile Practices across Portfolios
- Aligning Agile Projects with Portfolio Objectives
- Managing Agile and Traditional Projects in Portfolios
- Agile Portfolio Governance and Decision Making
- Tools and Techniques for Agile Portfolio Management
Module 15: Ethical and Professional Standards in PPM
- PMI Code of Ethics and Professional Conduct
- Ethical Decision-Making in Portfolio Management
- Managing Conflicts of Interest
- Promoting Diversity and Inclusion in Portfolios
- Legal and Regulatory Compliance
- Corporate Social Responsibility and Sustainability
