Day 1: Introduction to Portfolio Management & Strategic Alignment
Key Topics:
Overview of Portfolio Management and PMI’s PfMP® framework
Role of portfolio management in organizational strategy
Differences: Project, Program, and Portfolio Management
Key terms: Portfolio Components, Value Management, Governance
Portfolio Management Lifecycle: Aligning with strategy
Day 2: Portfolio Governance and Performance Management
Key Topics:
Portfolio Governance: Structures, processes, and roles
Governance Board functions and decision-making
Portfolio performance metrics and KPIs
Benefits realization and stakeholder engagement
Risk and issue escalation processes
Day 3: Portfolio Strategic Management & Balancing
Key Topics:
Strategic Management and Investment Decisions
Strategic alignment and prioritization of components
Portfolio balancing: Resources, risks, value, and capacity
Portfolio optimization models and tools
Key Topics:
Stakeholder identification, analysis, and management
Communication planning across portfolio lifecycle
Portfolio risk management: Identification, evaluation, and response
Escalation path and governance risk tolerance
Key Topics:
Integration with organizational processes: Finance, HR, Strategy
Tools and techniques for portfolio analysis and reporting
Portfolio dashboards and software tools overview
PfMP® application and audit process
Exam blueprint and preparation strategy
Ethics and Professional Conduct in Portfolio Management
