Portfolio Management 360°

By Hani Hmedeh

Course Structure:

Module 1: Introduction to Portfolio Management 360°

  • Defining Portfolio Management and Its Strategic Significance
  • Recognizing the Role of Comprehensive Portfolio Management in Organizational Success
  • Embracing the Practitioner's Journey to Mastery Across All Aspects of Portfolio Management

Module 2: Strategic Portfolio Planning and Alignment

  • Techniques for Aligning Portfolio Objectives with Organizational Strategy
  • Developing Comprehensive Portfolio Plans and Investment Roadmaps
  • Balancing Portfolio Objectives and Resource Allocation

Module 3: Resource Optimization and Allocation

  • Strategies for Balancing and Optimizing Resource Allocation Across Projects
  • Effective Methods for Resource Capacity Planning and Demand Management
  • Aligning Resource Allocation with Portfolio Goals and Priorities

Module 4: Portfolio Risk Management and Mitigation

  • Approaches to Identifying and Analyzing Portfolio-level Risks
  • Developing Comprehensive Portfolio Risk Management Plans
  • Balancing Risk Mitigation Across Portfolio Investments

Module 5: Performance Monitoring and Measurement in Portfolios

  • Techniques for Monitoring and Evaluating Portfolio Performance
  • Implementing Key Performance Indicators (KPIs) and Metrics
  • Balancing Portfolio Performance with Strategic Objectives

Module 6: Project Selection and Prioritization

  • Effective Methods for Project Selection and Evaluation within Portfolios
  • Prioritization Techniques Based on Value, Risk, and Alignment
  • Balancing Project Diversity and Alignment with Portfolio Goals

Module 7: Communication and Collaboration in Portfolios

  • Strategies for Effective Communication Among Portfolio Stakeholders
  • Leveraging Collaboration Platforms for Portfolio Management
  • Balancing Transparent Communication with Complexity Management

Module 8: Financial Management and ROI in Portfolios

  • Techniques for Financial Management and ROI Analysis in Portfolios
  • Tracking and Monitoring Portfolio Financials and Investments
  • Balancing Financial Returns with Strategic Portfolio Objectives

Module 9: Change Leadership and Adaptability in Portfolios

  • Leading Change Initiatives Across Portfolio Components
  • Navigating Organizational Change Impact on Portfolio Management
  • Balancing Flexibility and Stability in Portfolio Change Management

Module 10: Portfolio Review and Lessons Learned

  • Approaches to Portfolio Review and Evaluation
  • Reflecting on Portfolio Outcomes and Extracting Lessons Learned
  • Balancing Formal Portfolio Review with Continuous Improvement

Module 11: Case Studies and Practical Application

  • Analyzing Real-world Portfolio Management Scenarios and Challenges
  • Applying Course Concepts to Simulated Portfolio Management Situations
  • Enhancing Critical Thinking and Portfolio Management Skills