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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

Conclusion

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

(USD)

Price for group

of 10 - 20 people

(USD)

Price for group of

20 - 30 people

(USD)

МC-4

Master Class

"Portfolio Management"

(1 day)

1.500

2.000

2.500

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)