Portfolio Management Best Practices

🎓 Virtual Classroom | 📍 On-site | 🏢 In-company

Learn to deal with all aspects of strategic Portfolio Management and master the tools and techniques to support its practical application during your daily work.

This course goes beyond the PMI® Portfolio Management Standard, adding best practices acquired in the field. In this course you will also learn the most recent insights connecting Agile teams to your business strategy (SAFe® based).

You will learn the difference between strategic and operational Portfolio Management with the inclusion of strategic framework analysis, in-depth discussions regarding the selection of tools, decision methods, reporting metrics, etc.

This training contains self-paced online modules combined with virtual or on-site in-classroom sessions.

Update COVID-19 measurements

⚠ On-site trainings will be held in Brussels, respecting the COVID-19 safety procedures. Due to a continuous change of COVID-19 regulations, taken by the Belgium Government, it might occur that on-site training dates will be forced to change to virtual sessions. If that change occurs, we will inform the participant 30 days prior to the first date of the training session.

€ 1890

€ 1700

Early bird price

Early bird pricing applies when registering at least 2 months before the training start date.

‍🎓 Threon Online Academy

  • 7 self-paced online modules AND
  • 3 In-classroom sessions (virtual or on-site) of half a day (08:30 -12:30)

PDUs: 21

  • Technical: 10
  • Leadership: 5
  • Strategic & Business : 6

Course Fee includes:

  • Access to the Threon Online Academy for the self-paced online learning modules
  • 3 In-classroom sessions (virtual or on-site)
  • Training material, exercises & case studies

Request in-company training offer

Our Online Academy approach

We developed our "Threon Snake" a learner-centric approach that motivates and supports learners, helps them apply new knowledge faster and results in a sustainable retention of what is learned. The "Threon Snake" is an integration of 3 training methods:

  • This training always includes "self-paced learning modules" via our ‍Threon Online Academy, which are ideal for learning the basics and more technical oriented skills.
  • On-the-job practice ensures you to use new knowledge, skills and attitude. This practice can be autonomous or coached.
  • On top of these modules, participants need to attend "In-classroom sessions" (virtual or on-site) involving deeper learnings, bringing learners to the next level of proficiency.

Via our Open Course calendar, you can easily book your preferred combination. This is clearly indicated by the "location" tag.

  1. Self-paced learning modules + Virtual In-classroom session
  2. Self-paced learning modules + On-site In-classroom session

Whichever format you choose, you need to complete 7 self-paced online modules and 3 In-classroom sessions (virtual or on-site) of half a day, each. The In-classroom session dates are fixed and cannot be mixed with other sessions.


The project portfolio management training is structured according to the following modules:


Your benefits

  • Be able to streamline your portfolio set-up through the use of formal processes integrated within your organizational governance
  • Be able to analyze the strategic plan and link strategic business portfolios with project portfolios
  • Be able to maximize the value of Portfolio Management by gaining full awareness of business objectives and applying different techniques
  • Define criteria for achieving the organization’s strategy and setting metrics for measuring value and periodic progress
  • Master portfolio management reporting
  • Understand how to manage resourcing demand

Learning goals

After this course you can:

  • Situate strategic goals, benefits, capabilities and deliverables within the Threon portfolio lifecycle for both predictive and agile approaches;
  • Describe the 4 steps to identify benefits and link this to for different governance-approaches to optimize project-portfolio- and strategy-alignment;
  • Formulate a stakeholder approach for your portfolio;
  • Explain 3 steps (identify & categorize, evaluate & rank, select & balance) for successfully managing portfolios;
  • Explain how to execute a portfolio by realizing benefits and managing constraints (risk, change on project or program level);
  • Describe the 4 steps of capacity planning as a key constraint in prioritizing your portfolio;
  • Describe 4 steps to transform capacity planning into (mid-& short-term) assignment planning;
  • Evaluate portfolio performance through benefit realization and operational performance monitoring.