Project Portfolio Management Foundations

Introduction

• Introduction to portfolio management
• What is a portfolio?

1. Purpose of Portfolio Management

• Connect strategy with delivery
• Alignment management

2. The Portfolio Management Lifecycle

• Portfolio lifecycle
• Idea generation and capture
• Business casing and analysis
• Capacity and capability planning
• Selection and prioritization
• Project execution
• Managing change
• Benefits and variance management
• Managing the lifecycle

3. The Roles in Portfolio Management

• Portfolio manager
• PMO
• Leadership
• Project and program teams

4. Implement Portfolio Management

• Understanding the current state
• Establishing priorities
• Measuring and adjusting
• The role of culture

5. Case Study

• Case study: Bringing it together
• Review of project issues and groups
• Review of underlying business issues
• Review of steps for proposal and wrap up

Conclusion

• Next steps