Portfolio Management 101

By Hani Hmedeh

Course Structure:

Course Structure:

Module 1: Introduction to Portfolio Management

  • Defining Portfolio Management and Its Significance
  • Role of Portfolio Management in Organizational Success
  • Understanding the Portfolio Lifecycle

Module 2: Strategic Alignment and Prioritization

  • Importance of Aligning Projects with Strategic Goals
  • Techniques for Project Prioritization and Selection
  • Balancing Short-term and Long-term Objectives

Module 3: Resource Optimization and Allocation

  • Efficient Resource Allocation Across the Portfolio
  • Addressing Resource Constraints and Bottlenecks
  • Balancing Workloads and Managing Resource Dependencies

Module 4: Portfolio Governance and Oversight

  • Establishing Governance Structures for Effective Portfolio Management
  • Roles and Responsibilities of Portfolio Managers and Stakeholders
  • Ensuring Alignment with Organizational Governance Frameworks

Module 5: Risk Management and Mitigation in Portfolios

  • Identifying and Assessing Portfolio-level Risks
  • Strategies for Mitigating Risks Across Projects
  • Adapting to Changing Risk Landscape in Portfolios

Module 6: Performance Measurement and Reporting

  • Defining Key Performance Indicators (KPIs) for Portfolio Success
  • Monitoring Project and Portfolio Performance
  • Crafting Comprehensive Portfolio Reports for Decision-makers

Module 7: Portfolio Optimization and Decision-making

  • Balancing and Adjusting the Portfolio to Maximize Value
  • Making Informed Decisions on Project Investments and Disinvestments
  • Portfolio Optimization Techniques for Diverse Scenarios

Module 8: Stakeholder Engagement in Portfolio Management

  • Identifying and Engaging with Portfolio Stakeholders
  • Communication Strategies for Effective Stakeholder Involvement
  • Managing Stakeholder Expectations and Feedback

Module 9: Continuous Improvement and Lessons Learned

  • Analyzing Portfolio Performance: Post-Implementation Review
  • Incorporating Lessons Learned for Future Portfolio Enhancements
  • Nurturing a Culture of Continuous Improvement in Portfolio Management