Introduction to Portfolio Management


Overview/Description
Target Audience
Prerequisites
Expected Duration
Lesson Objectives
Course Number



Overview/Description
Portfolio managers have a great deal of responsibility within an organization; not only do they have to be mindful of individuals responsible for managing portfolio components, but they also have to be mindful of executive management, which sets the strategy. All the project managers within the portfolio might think that their projects are the most important. But it's the portfolio manager who must make assessments using set methodologies and, sometimes more importantly, have the experience necessary to make the hard decisions that will benefit the organization. This course will introduce the core concepts of portfolio management, including definitions and comparisons of portfolios, projects, and program management, portfolio management relationships, and the roles and responsibilities of the portfolio manager. This course is aligned to PMI's® The Standard for Portfolio Management.

Target Audience
Project managers, program managers, and portfolio managers who are seeking to further their portfolio management skills to more advanced levels

Prerequisites
A good understanding of project management and its principles

Expected Duration (hours)
2.0

Lesson Objectives

Introduction to Portfolio Management

  • recognize the importance of understanding portfolio management
  • identify the common characteristics of portfolio components
  • distinguish between project, program, and portfolio management
  • recognize the importance of understanding how portfolio management links with other activities
  • recognize examples of how portfolio management links with organizational strategy
  • identify the links between portfolio management and organizational governance
  • recognize examples of how operations interact with portfolios
  • analyze the effectiveness of a portfolio manager in a given scenario
  • distinguish between examples of metrics and reports used by portfolio management
  • Course Number:
    proj_03_a01_bs_enus