The benefits of Portfolio Management Best Practices:

Portfolio Management is all about doing ‘the right things’ and ensuring a high level of effectiveness for your business. Bridging the gap between strategy and implementation, Portfolio Management enables you to implement your strategic initiatives and to keep evolving in the right direction.

During this training you’ll learn about the major themes of Portfolio Management and get familiar with its processes and the interface of Project, Program and Portfolio Management. Gain up-to-date in-depth knowledge on Portfolio Management, aligned with both PMI and SAFe®, and enriched by our own knowledge and 20 years of experience.

You will be guided through a complete Portfolio Life Cycle with cross-domain examples. By working on a detailed case study and realistic exercises, you will be ready for your future challenges as a Portfolio Manager, and you will be able to start or improve Portfolio Management in your organization.

What will you learn in this training?

The training is structured into several modules and covers the following aspects:

Day 1: Set Up Portfolio

  • Introduction to (Lean-Agile) Portfolio
  • Portfolio (Lean-Agile) Governance
  • Portfolio Business Agility
  • Portfolio Lifecycle & Kanban

Day 2: Strategic Potential

  • Strategy to Plan-driven-agile Portfolio
  • Benefits, Capabilities, Investment Horizons and KPI’s
  • Portfolio Selection

Day 3: From Constraints to Realism

  • Stakeholder Management
  • Dependencies Management
  • Capacity & Resource Management
  • Risk Management
  • Roadmap & reporting

After this course, when also meeting the PfMP® requirements, you may wish to apply for PMI’s PfMP® certification. By obtaining the Project Management Institute (PMI) Portfolio Management Professional (PfMP)® credential, your advanced experience and skills as a portfolio manager are globally recognized. The PfMP® certificate signifies your advanced competency in the coordinated management of one or more portfolios to achieve strategic objectives. Mention this desire to get certified and we’ll help you achieve it.

After following this course, you can:

  • Streamline your portfolio set-up using formal processes integrated within your organizational governance
  • Analyse the strategic plan and link strategic business portfolios with project portfolios
  • 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
  • Explain the Lean-Agile vision on Portfolio Management


What can you expect?

3 days classroom training sessions

High quality training material by PMI® Standards

Highly skilled trainer with many years of experience in the field

21 PDUs (10 Ways of Working, 5 Power Skills, 6 Business Acumen)

PMI - Authorized Training Partner (ATP)

One of the Project Management Institute’s services is providing the world’s best recognized project management credential, the Project Management Professional, or in short PMP®. For this, PMI supports an educational program with recognized training partners. ATP stands for Authorized Training Partner and threon is Certified by PMI to deliver PMI licensed PMP® training courses.

Book this training 'In-Company'

Do you think this training is interesting for you and your colleagues to follow together? You can book this training as ‘In-Company’ formula, by sending us a booking request with more info. We’ll arrange everything to get you started soon!