The Portfolio Management Model
(Cost effectiveness, Objectives and Benefits)
Implement
(Sustain and Measure, Seven steps to implementation, Key factors in sustaining progress, Maturity assessments, Performance metrics)
Strategic and organizational context
(Business as Usual (BAU), Strategic Planning, Budgeting and resource allocation, Programme and Project management, Performance Management, Corporate Governance)
Portfolio management Principles
(Senior Management Commitment, Governance Alignment, Strategy Alignment, Portfolio Office, Energized change culture)
The Portfolio definition practices
(Understand, Categorize, Prioritize, Balance, Plan) The Portfolio delivery practice
(Management Control, Benefits Management, Financial Management, Risk Management, Stakeholder Management, Organizational Governance, Resource Management)
Roles and Documentation
(Portfolio Group and Investment committee, Portfolio Progress group and, Change Delivery committee, Business Change Director and Portfolio Director, Portfolio Manager, Portfolio Benefits Manager, Portfolio Management Framework, Portfolio Strategy,Portfolio Delivery Plan, Portfolio Benefits, Management Framework, Portfolio Benefits Realization Plan, Portfolio Financial Plan , Portfolio Resource Schedule, Portfolio stakeholder engagement and communication plan, Portfolio dashboard)
Introduction to Portfolio Management
Introduction to Portfolio Management, Course objectives, MOP Qualification, Target Audience, Exam Overview, The Practitioner exam, The MOP Syllabus
Practical Exercises
Sources of organizational Energy, Organizational energy states, Activity sequencing, Categorization/segmentation, Financial Appraisal, Multi criteria analysis, Portfolio Definition Cycle, Risk Management, MOP roles, MOP documents
Group discussion
Barriers to implementation, 3 Implementation approaches, Governance and alignment, Portfolio definition, Portfolio delivery, Implement, sustain and measure
Exam preperation