Training agenda

  1. Introduction to MoP

    • Basic definitions (portfolio, programme, project, common business activity)

    • Portfolio management model (context, management cycles’ principles)

    • Benefits from portfolio management

    • Strategic and organizational context

  2. MoP principles

    • Senior management’s involvement

    • Adjusting the structure of organizational governance

    • Relation to strategy

    • Portfolio Office

    • Activating the change culture

  3. Introduction to portfolio management cycles

    • Implementation methods (big bang, evolution, ad-hoc)

    • Organizational energy

    • Sources of organizational energy

  4. Portfolio definitione cycle

    • The aim of practices

    • Understanding

    • Categorizing

    • Prioritization

    • Balancing

    • Planning

  5. Portfolio delivery cycle

    • The aim of practices

    • Managerial control

    • Benefits management

    • Finance management

    • Management of Risk

    • Engaging stakeholders

    • Organizational governance

    • Resource management

  6. Roles in portfolio management

    • Group for directing portfolio or Investment committee

    • Group for portfolio progress or Change execution committee

    • Business change director or Portfolio Director

    • Portfolio Manager

    • Portfolio benefit manager

  7.  Overview of documentation used in portfolio management

    • Structure of portfolio management
    • Plan of portfolio execution
    • Management dashboard
    • Structure of benefit management
    • Plan of pursuing portfolio benefits
    • Portfolio financial plan
    • Portfolio resource schedule
    • Plan of engaging stakeholders and communication