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Portfolio Management Professional (PfMP)

Formal portfolio management is the most effective way to implement strategic initiatives because it bridges the gap between strategy and implementation.

Description

As portfolio management continues to grow and organizations adopt it to achieve strategic objectives, it becomes more important to have individuals competent in this area of practice. As employers demand portfolio managers who can support the strategic objectives of the organization, PfMP® certification holders will gain a distinct advantage in employment and promotional opportunities over their peers.

Course objectives

  • Understand how portfolio serve as a bridge between project delivery and strategy
  • Have a strong grasp of the portfolio processes
  • Learn to align with organizational strategic direction and changes
  • How to maximize the value of portfolio mix for the sake of organizational strategy

Prerequisites

Project Managers, Program Managers, Portfolio Managers, Directors, Risk Managers, PMO, Project Teams, etc.

Module 1

  • PfMP Certification

Module 2

  • Introduction
    • Role of the Portfolio Manager
    • Portfolio components and their interrelationships
    • Other Roles in Portfolio Management

Module 3

  • Portfolio Management Overview and Organization
    • Portfolio Lifecycle
    • Portfolio Management Information System
    • Ongoing Lifecycle
      • Initiation
      • Planning
      • Execution
      • Optimization
      • Monitor and Control

Module 4

  • Portfolio Strategic Management
    • Developing Portfolio Objectives
    • Strategic Risk Appetite
    • Portfolio Charter
    • Portfolio Roadmap
    • Portfolio Optimization
    • Strategic Alignment

Module 5

  • Portfolio Governance Management
    • Governance Concept
    • Governance Design Factors
    • Governance Roles

Module 6

  • Portfolio Capacity & Capability Management
    • Capacity Planning
    • Supply and Demand Management
    • Balance Capacity and Capability

Module 7

  • Portfolio Stakeholder Engagement
    • Stakeholder Identification
    • Stakeholder Analysis
    • Stakeholder Engagement Planning
    • Communication Approaches

Module 8

  • Portfolio Value Management
    • Maximizing Value
    • Measuring Value
    • Reporting Value

Module 9

  • Portfolio Risk Management
    • Managing Portfolio Risk
    • Balancing Risk
    • Risk Perception

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