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Portfolio Management



“Portfolio Management”

Based on PMI® Standard for Portfolio Management, 3rd Edition

Dr. Alexander N. Pavlov, PhD, PMP, CPM

 Master Class Content


Course duration: 1 day, 8 Contact Hours / PDUs

Course format: open or corporate

Master Class based on PMI® (Project Management  Institute) Standard for Portfolio Management, 3rd  Edition recommendations and includes systematic study of portfolio management main principles and concepts.

Course participants will get structured knowledge of PMI® Standard for Portfolio Management terminology and effective portfolio management processes.

Course includes business case exercises and interactive discussions, exchange of professional experience and participant opinions, trainer expert and practical recommendations.


1. Introduction

What is the difference between the portfolio and the program ?

  • Portfolio, program and project.  Definitions and inter-relations.

  • Hierarchial model of innovations:  Portfolio - program – project

  • Decomposition of Organization strategic goals into program and project targets

  • Portfolio, program and project characteristics comparison

2. Strategy and Company

  • Strategic planning key principles

  • «100 faces» of company strategy

  • Mission and Vision

  • Company Strategy development and exploring

  • Strategy hierarchy

  • Balance Score Card

  • Key Performance Indicators

  • Strategy and innovations

3. Portfolio Management

How to implement portfolio management ?

  • Portfolio and portfolio management definitions

  • Difference between portfolio of innovations and portfolio of investments

  • Portfolio components

  • Role of Portfolio Manager

  • Role of Portfolio Management Office

4. Portfolio Management Organizational Environment 

  • Portfolio management life cycle

  • Portfolio management process groups

5. Portfolio strategic management

Business Case. Team work.  Development of portfolio key performance indicators.

    • Portfolio Governance
    • Portfolio implementation management

Business Case. Team work.  Portfolio components prioritization.

    • Portfolio communications management
    • Portfolio risk management

Business Case. Team work.  Balancing portfolio.

6. Implementation of portfolio management in organization

What changes should be done if Organization decides to implement portfolio management ?  

    • Changes in relationship management
    • Changes in Corporate project management system 



Awarding participants certificates with 8 contact hours / PDUs for every day of the course. 

Getting participants feedback


Price List:






Service Code




Service Title



Price for group of

10 people or less




Price for group

of 10 - 20 people



Price for group of

20 - 30 people







Master Class

"Portfolio  Management"

(1 day)











Prices do not include possible transportation and accomodation expenses.

Discount of 10 % is applied in case if more than 2 Master Classes ordered.


Place of Master Class delivery:

- Custоmer Office

- Business Centers auditoriums (in case Customer payment for Business Center rent and services charges)