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Management of Portfolios (MoP)® Foundation Online

The purpose of the Foundation qualification is to confirm that a candidate has sufficient knowledge and understanding to work as an informed member of a portfolio office, or in a range of portfolio management roles.

 

Course overview

About the course

The Management of Portfolios (MoP) guidance provides advice and examples of how to apply principles, practices and techniques which help to optimise an organisation’s investment in change, alongside its business as usual (BAU) work. 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:

  • The programmes and projects undertaken are prioritised in terms of their contribution to the organisation’s strategic objectives and overall level of risk
  • Programmes and projects are managed consistently to ensure efficient and effective delivery
  • Benefits realisation is maximised to provide the greatest return (in terms of strategic contribution and efficiency savings) from the investment made

ILX Group’s accredited MoP Foundation e-learning covers all of the foundation qualification syllabus topics of the MoP guidance. 

Duration

The course takes approximately 12 hours to complete which is equivalent to a three-day workshop.

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:

  • scope and objectives of portfolio management and how it differs from programme and project management
  • benefits from applying portfolio management
  • context within which it operates
  • principles upon which successful portfolio management is based
  • approaches to implementation, the factors to consider in maintaining progress, and how to assess the success of portfolio management
  • purposes of the portfolio management definition and delivery cycles and their component practices, and relevant techniques applicable to each practice
  • purpose and key content of the major portfolio documents
  • scope of key portfolio management roles

 

Introduction

  • The purpose and structure of the course
  • The format and style of the MoP examination

Introduction to MoP

  • Introduction to or description of:
  • MoP as part of a suite of Best Practice Management products
  • Definitions of the terms Project, Programme and Portfolio
  • Descriptions of the terms Project, Programme a Portfolio Management
  • The differences between Projects, Programme and Portfolios
  • The principles of MoP and the ‘lite touch’ techniques
  • The two Portfolio cycles and the definition and delivery practices
  • The need to tailor the MoP guidance to suit your organisation
  • The objectives and benefits of Portfolio Management

Strategic and organisational context

  • The relationship between Portfolio Management and the other functions or activities with which it must coordinate

Roles and documentation

  • MoP roles and responsibilities, documents and the contents

MoP Principles

  • Description of the MoP principles and the keys to the success of each

Implement , sustain, measure

  • The three approaches to implementation of MoP
  • Key factors in implementing and sustaining progress
  • Assessing maturity and impact on the organisation
  • Organisational energy

Definition cycle

  • Explanation of the five definition practices

Delivery cycle

  • Explanation of the seven delivery practices

MoP Foundation examination technique

  • How to approach the MoP examination

MoP Foundation examination simulator

  • Featuring timed sample questions in the style of the MoP examination

This course includes the following:

  • 12 months online access to our accredited MoP Foundation learning
  • The cost of the MoP Foundation examination (valid for 12 months from purchase date. Exam must be taken online via remote proctor)
  • The official MoP manual (digital)
  • MoP Foundation exam simulator

Optional extras:

  • The official MoP manual (hardcopy)
  • Take2 exam insurance – A cost effective solution, providing insurance and peace of mind if things don’t go to plan with your first exam attempt. For more information and terms and conditions click here

Materials

Digital official manual: You will be sent an email invitation within 48 hours of your purchase to register on the Peoplecert portal. Once registered you will be able to access the digital version of your manual. Please note: There is a 5-year limitation in accessing your eBook.

Hardcopy official manual: If you decide to purchase the hardcopy official manual as an optional extra your manual will be shipped to your chosen address within 48 hours of purchase

Exams are taken online via remote proctor. You will be sent an email invitation within 48 hours of your purchase to register on the Peoplecert portal. Once registered you will be able to book your online exam at a date and time of your choice. You are responsible for booking your own exam. For more information about how to take your exam and the technical requirements, please click here.

Recertification: This certification has a renew within three years of the award date to remain current. There are multiple ways to recertify, more information regarding the options can be found here.

Exam format

  • Multiple choice examination questions
  • 50 questions per paper
  • 25 marks required to pass (out of 50 available) - 50%
  • 40 minutes’ duration
  • Closed book

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:

  • Members of Management Boards and Directors of Change
  • Senior Responsible Owners (SROs)
  • Portfolio, programme, project, business change and benefits managers;
  • Business case writers
  • Project appraisers

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