Portfolio Management With Templates

Master Portfolio Management: Strategic Alignment, Resource Planning & Prioritization for Project Success

What you'll learn

Define the key roles and responsibilities in portfolio management.

Evaluate and prioritize portfolio components based on strategic alignment.

Develop a portfolio resource capacity plan to support project execution.

Conduct “what-if” analyses to optimize funding and resources.

Requirements

Basic understanding of project management principles is helpful but not required.

No advanced tools or experience needed; all concepts are covered in the course.

Description

Unlock the full potential of your organization with our comprehensive course on Portfolio Management. Designed for project managers, business strategists, executives, and beginners alike, this course provides a step-by-step approach to mastering the essential skills of portfolio management. You’ll learn how to align projects with strategic goals, evaluate and prioritize components, and develop a resource capacity plan that maximizes efficiency and impact.Through real-world examples, you’ll explore key portfolio management techniques such as "what-if" analysis, which helps you optimize funding and resources for your projects. We’ll guide you in assessing risk, understanding dependencies, and making data-driven decisions that support organizational objectives. With hands-on exercises, you’ll gain the skills to create a balanced and strategically aligned portfolio that meets your organization's needs.Whether you’re aiming to enhance project effectiveness, streamline resources, or improve strategic alignment, this course provides the tools and frameworks necessary for successful portfolio management. No advanced prerequisites are required; beginners will find this course accessible, while seasoned professionals will discover powerful strategies to elevate their portfolio management approach.Enroll now to gain expertise in strategic portfolio management, resource planning, and component prioritization. Transform your ability to drive success across multiple projects and make a measurable impact on your organization’s growth and efficiency.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Portfolio Management and Governance

Lecture 2 Portfolio Management

Lecture 3 Portfolio Governance

Section 3: PfDG Responsibilities

Lecture 4 PfDG Responsibilities (1)

Lecture 5 PfDG Responsibilities (2)

Section 4: Portfolio Management Framework Definition

Lecture 6 Our Use Case - GreenTech Innovations Ltd

Lecture 7 Portfolio Management Framework Definition

Lecture 8 Define Portfolios

Lecture 9 Define Portfolio Processes

Lecture 10 Define Portfolio Governance

Lecture 11 Define Portfolio Framework Reviews

Lecture 12 Portfolio Processes at GreenTech Innovations Ltd

Section 5: Portfolio Composition

Lecture 13 Portfolio Composition

Lecture 14 Identify Components

Lecture 15 Evaluate Components

Lecture 16 Plan Portfolio Capacity

Lecture 17 Prioritise Components

Lecture 18 Approve Portfolio Composition

Section 6: Portfolio Realisation

Lecture 19 Portfolio Realisation

Lecture 20 Monitor & Control Portfolio

Lecture 21 Manage Portfolio Value

Lecture 22 Manage Portfolio Change

Lecture 23 Manage Portfolio Risks

Lecture 24 Managing Portfolio Issues

Lecture 25 To upload resource only

Section 7: Stakeholder Engagement

Lecture 26 Stakeholder Engagement

Lecture 27 Manage Portfolio Stakeholders

Lecture 28 Manage Portfolio Communication

Lecture 29 Report Portfolio Performance

Section 8: Conclusion

Lecture 30 Conclusion

Project managers or team leads looking to expand into portfolio management.,Business analysts and strategists interested in resource allocation and prioritization.,Executives and decision-makers aiming to improve organizational strategic alignment.,Beginners curious about how portfolio management enhances project effectiveness.