This is an intensive three-day course, which includes the Management of Portfolios Foundation examination on the final day. This Foundation training will allow participants to understand the principles, practices, techniques, roles, responsibilities, documents and organisational context within which portfolio management operates.
The Management of Portfolios (MoP) guidance provides advice and examples of how to apply principles, practices and techniques that help optimise an organisation’s investment in change alongside its business-as-usual (BAU) work. The purpose of the Foundation qualification is to confirm that you have sufficient knowledge and understanding to work as an informed member of a portfolio office or in a range of portfolio management roles.
This is an intensive three-day course, which includes the Management of Portfolio Foundation examination on the final day.
The Foundation level qualification measures understanding of the principles, cycles, practices, techniques, roles, responsibilities, documents and organizational context within which portfolio management operates. Specifically by the end of the course you should know and understand the:
This is an intensive three-day course that includes the following:
Refreshments will also be provided throughout the duration of your training.
MoP helps organisations to answer a fundamental question: ‘are we sure this investment is right for us and how will it contribute to our strategic objectives?’ Investment is the key word because portfolio management is about investing in the right change initiatives and implementing them correctly. MoP achieves this by ensuring that:
Official definitions
A portfolio is the totality of an organisation’s investment (or segment thereof) in the changes required to achieve its strategic objectives. Portfolio management is a coordinated collection of strategic processes and decisions that together enable the most effective balance of organisational change and ‘business as usual’.
This qualification is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realization. It is relevant to all those involved in the selection and delivery of business change initiatives including:
Important note regarding pre-course
There is mandatory online pre-course work that must be undertaken prior to attending this course. It is expected that it will take approximately two hours to complete. You will be sent full instructions with a link to the online pre course within 48 hours of your confirmed booking. In addition, whilst attending your course there will also be some examination preparation evening work.
Review the technical requirements for the online learning here.