Portfolio Management
Course Objective
When delivering change, it has always been necessary to understand the scale of the challenge. Increasingly the totality of an organisation’s investment in programmes and stand alone projects is known as the Portfolio. Portfolio Management is emerging as the discipline whereby the organisation balances the competing demands of Changing the Business while Running the Business. The objectives of this MasterClass are: • To understand Best Practice in Portfolio Management • To put Portfolio Management in context with other practices for delivering change • To study related practices including Strategic Planning and Change Management • To understand your current way of managing the portfolio and your Portfolio Management Maturity • To create an Action Plan to improve your organisation’s Portfolio Management capability
Delegate Profile
This event has been developed for Non-Executive Directors and Directors, the Senior Management Team, SROs, Directors of Change, Programme Boards, Programme Directors, Portfolio Managers and Programme Managers. In addition it will be of benefit to staff within (for example) a Portfolio Office, Strategic Planning Unit or Centre of Excellence, as well as to Portfolio Analysts, Enterprise Project Management software experts and P3O Specialists needing a wider perspective.
Topics Covered
The following topics will be covered: • Portfolio Management Concepts & Introduction • Portfolio Definition Cycle • Portfolio Delivery Cycle • Portfolio Management Maturity • Strategic Planning • Benefits Modelling • Change Management Overview
Trainer Profile
This event will be facilitated by Alan Ferguson, AFA’s Managing Director. Alan has been involved in updating the most recent Best Practice management guidance and is in demand to deliver master classes and other training events throughout Europe. Since founding AFA, Alan has delivered assignments in numerous locations as far afield as New York and Canberra; his experience of both public & private sector organisations is unsurpassed.
Duration
This is a two-day event.
Course Arrangements & Cost
This course is available on an in-house basis only. Included in the cost of the event are: • Joining Instructions • Official publication: ‘The Executive Guide to Directing Projects: within a PRINCE2 and MSP Environment’ • Printed Course Material including the Cabinet Office document ‘Portfolio Management Guide’ • Daytime Refreshments We would be pleased to provide you with a quote for an in-house event, based on location and delegate numbers. Please contact us for further information.
"Many thanks for your hospitality and training, I enjoyed myself and found both the MSP training and wider conversations very helpful"
- DT, MSP
"Can you pass on our thanks to the trainer, as he didn't teach us just to pass the exam, he taught us how to use it"
- MM, PRINCE2
"I had a very good trainer who knows his stuff. He was very good at examples and analogies, makes the course specific"
- SJW, MSP
"My course was very clear, the trainer approachable and there was a good mix of teaching points and examples"
- DW, PRINCE2
"I thought my course was very good with good examples and experience beyond the course notes"
- KC, MSP
"This Benefits Management course is very useful with easy to understand diagrams and slides"
- GB, Benefits Management







