Portfolio Management Fundamentals Training

Portfolio Management Fundamentals training delivers the tools and methods to assist you monitor the portfolio and project sources to enhance the portfolio management implementation in your corporation.

Portfolio Management Fundamentals training offers a systematic method to generating and management of a project portfolio. It allows you comprehend the importance of portfolio management; determine and describe the portfolio stakeholder tasks and responsibilities; outline and apprehend a portfolio management procedure; determine tools, approaches, and strategies for portfolio management; and distinguish the roles of the program management office (PMO) or portfolio executive office (PEO) in effective portfolio management.

Audience:
  • Program managers 
  • Product managers 
  • Portfolio managers 
  • Senior executives accountable for corporation policies 
  • Managers accountable for generating organizational policies or for offering strategic recommendations 
  • Members of portfolio, program, or project offices 
  • Operational managers 
  • Project team personnel, clients, and other stakeholders of the portfolio management process 

TONEX Training Format:

Portfolio Management Fundamentals training is combined of theory and hands-on modules.
Theory and concepts are delivered through interactive lectures and presentations
Practical activities are provided through hands-on workshops, seminars, and group activities

Training Objectives:
  • Distinguish portfolio management from other management types
  • Connect projects to corporate strategic goals
  • Describe what is included in project prioritization in big, complex corporations
  • Derive and use a model of project prioritization to integrate the multiple angles of project value
  • Give priority to various projects based on their strategic value
  • List projects based on the strategic priorities so as to optimize the advantages stemmed from a corporation capability to finish projects
  • Increase the volume of projects as much as possible to be accomplished by creating defensive ability of non-limiting resources
  • Optimize the value of projects that are over by making sure that the proper projects are being accomplished in the right order
  • Facilitate the portfolio management procedure by concentrating the management attention on the bottlenecks to project accomplishment
  • Consider portfolio management effectiveness as a factor to the participation of the Project Management Office
  • Evaluate the advantages of portfolio management
  • Analyze the role of project portfolio management in the organizational achievements
  • Develop a pattern for determining and using selection requirements to project portfolio elements 

Course Outline:
  • Overview of Portfolio Management 
  • Elements of Portfolio Management 
  • Getting Started on the Project Portfolio Management 
  • Managing the Project Portfolio 
  • Active Portfolio Management Fundamentals 
  • Expected Revenues and Assessment 
  • Active Portfolio Management Performance 
  • Investment Management Process 
  • Computable Methodologies of Investment Assessment 
  • Portfolio Management and Evaluation 
  • Psychological Features of Investment Management 

Optional Topics:
  • The Philosophy Behind Investment Portfolio 
  • Stocks Investment 
  • Bonds Investment Management 

Learn more.

Portfolio Management Fundamentals Training

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