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Course type: E-learning
Delivery: Online
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Portfolio Management Essentials Online

Want an introduction to Portfolio Management?  This course will provide an overview of the multiple elements of Portfolio Management and what it actually means to manage a portfolio.

Course overview

About the course

This course is designed to provide you with a broad understanding of what portfolio management is and how it relates to project and programme management.


The course will take approximately four to five hours to complete.

By the end of the learning, you will be introduced to:

  • The fundamentals of portfolio management and how it relates to project and programme management
  • What we mean by a portfolio cycle, and how this differs from a project and programme lifecycle
  • The individual elements of the typical portfolio cycle
  • The concepts like portfolio segmentation, prioritisation and optimisation and think about what drives the cycle
  • The three steps of a typical portfolio management cycle
  • Portfolio governance and how this aligns with governance structures
  • The importance of understanding an organization’s corporate, or strategic objectives, and how techniques like VMOST could help
  • How objectives could change over time in response to drivers, and the portfolio cycle and re-iterate how the typical portfolio cycle considers alignment with objectives throughout
  • The ‘Plan’ element of the typical portfolio cycle in more depth
  • The use of multi-point estimation and consider reporting and escalations from both project and programme levels
  • The challenges posed by annual budgeting cycles
  • The need for effective resource management and consider what happens if it is not present
  • The portfolio organisation and the importance of the portfolio office
  • What an agile portfolio may look like and understand how agile relates to a typical portfolio management cycle
  • A typical portfolio framework, how to implement it, and how to sustain it once implemented

This course includes modules across the following areas:

  • Introduction
  • Typical portfolio management cycle
  • Portfolio segmentation, prioritisation, and optimisation
  • Portfolio governance and strategic alignment
  • Portfolio benefits realisation
  • Portfolio planning and reporting
  • Portfolio budgets, financial planning, and resources
  • Portfolio organisation and the importance of a portfolio office
  • Can you have an agile portfolio?
  • The portfolio management framework, how to implement and sustain
  • 12 months access to the ILX Portfolio Essentials course
  • Full tutor support

There is no formal exam associated with this course.

This course is aimed at anyone who wants an introduction to portfolio management and gain knowledge to help understand some of the key elements required to manage a portfolio.

There are no formal pre-requisites for taking this course.

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