Training on managing portfolios of projects and programs “pm.Portfolio”
Based on PMI® “The Standard for Portfolio Management”, 4th Edition

“Portfolio is a set of projects, programs, subsidiary portfolios, and operations managed as a group to achieve strategic objectives.”
©2017 Project Management Institute. The Standard for Portfolio Management – Fourth Edition

Training on the practical application of the Project Management Institute® standard for managing program and project portfolios. This training seamlessly merges an intensive presentation of the material with hands-on examples, ensuring that participants can reinforce their acquired knowledge through individual and group exercises, as well as business simulations.

Throughout the course, participants delve into the standard’s content, utilize tools and methods for project portfolio and limited resources management, and gain a deep understanding of these tools for independent application in real-world scenarios.

Instructor: Anatolii Savin, PfMP, M.S.P.M., PMP (the first Portfolio Management Professional in Ukraine)
Training Duration: 1-2 days, 7-14 hours (the depth of exploration can be adjusted per customer request, along with any industry-specific content)
Number of Participants: 8-12 people
Language*: Ukrainian or English
*russian is also an option, but no russian citizens should be in the group. Additionally, training in russian will cost double. The additional proceeds will be donated to the Armed Forces of Ukraine or towards rebuilding Ukraine.

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Target Audience

• Senior Management;
• CFOs;
• Development Directors;
• Managers involved in the company’s strategy;
• Managers of portfolios, programs, or a large number of projects;
• Managers of departments involved in a large number of projects;
• Managers and staff of the Project, Program, and Portfolio Management Offices.

Knowledge and Skills

Upon completing the training, trainees will have acquired the following knowledge and skills in portfolio management:

• Identifying, classifying, evaluating, selecting, prioritizing, and launching new projects.
• Identifying and analyzing risks for both the organization and the entire project portfolio, as well as developing risk response strategies.
• Allocating the organization’s resources efficiently across all projects in the portfolio.
• Building and maintaining stakeholder relationships throughout the project portfolio and producing high-level reports to facilitate informed decision-making.

Additional Knowledge and Skills:

• on program and portfolio management tools can be obtained at the course ms.PPM “Project and Program Management with Microsoft Project Server”;
• on the methodology of project management can be obtained at the training pm.Praxis “Applied Project Management”;
• on the methodology of program management can be obtained at the training pm.Program “Program Management”.

Organization of the Training

1. The exercises are structured in a sequence designed to provide listeners with a coherent understanding of:
   • The main stages of the portfolio lifecycle and the key challenges associated with each stage;
   • The provisions of the PMI® standard for portfolio management;
   • Fundamental portfolio management processes and tools.
2. Upon completion, trainees are provided with certificates (representing 14 contact hours).

Course content

1. Introduction
   – What is a portfolio and portfolio management?
   – Relationships between portfolios, programs and projects
   – Comparison of PMI approaches with SAFe and MoP
   – Relationship between portfolio, program and project management
   – Roles of Portfolio Manager, Program Manager and Project Manager
2. Portfolio Management Overview
   – Portfolio and portfolio management life cycles
   – Roles and responsibilities of portfolio stakeholders
   – Organizational influences
3. Project Portfolio Management:
   • Portfolio Strategy and Investments
     – Strategic objectives of the portfolio
     – Strategic risk-taking
     – Portfolio Charter
     – Portfolio Roadmap
     – Key components of the portfolio
     – Portfolio optimization
     – Aligning portfolio strategy with the organization’s strategy
   • Portfolio Management Board
     – What is a portfolio board?
     – The concept of government
     – Factors of organizing effective governance
     – Roles on the portfolio board
   • Portfolio Resource Capabilities and Capacities
     – Opportunity management
     – Opportunity planning
     – Supply and demand management
     – Optimization of supply and demand
     – Organizational skills
     – Ability assessment
     – Ability development
     – Performance reporting and analytics
     – Balancing capabilities and abilities
   • Portfolio Stakeholder Management
     – Defining and identifying portfolio stakeholders
     – Stakeholder analysis of the portfolio
     – Stakeholder engagement planning
     – Identifying approaches to communications management
     – Portfolio communication management
   • Portfolio Value Management
     – What is value management?
     – Components of value management
     – Harmonization of expected value
     – Maximizing value
     – Providing value
     – Realization of value
     – Measuring value
     – Value Report
   • Portfolio Risk Management
     – Key elements of risk planning
     – Portfolio risk management structure
     – Portfolio risk management plan

Practical Tasks of the Training

1. Assessment of the organization’s type
2. Evaluation of the organization’s maturity level in project management
3. Organization of strategic project portfolio management using Microsoft Project Online
4. Development of a portfolio dashboard for management decision-making
5. Balancing resource needs with availability
6. Conducting portfolio stakeholder analysis and developing an engagement strategy
7. Constructing the value stream for the project portfolio
8. Analysis of portfolio risks and formulation of a risk management strategy

How to Order the Portfolio Management Training

For training bookings or to seek additional advice, please refer to the CONTACTS section at PMDoc.ua/en/Contacts

For a more tailored training experience or to obtain detailed content information, please directly reach out to the instructor, Anatolii Savin:
Phone/messengers: +380 (67) 744-4615
E-mail: anatolii@savin.pm