Leading The Portfolio Management: Masterclass

The Portfolio Management course is designed to give participants a comprehensive understanding of the concept of Portfolio Management and its importance for companies. 

This five-day course will cover critical topics such as the benefits of adopting a Portfolio Management process, ways to gain essential stakeholder buy-in for Portfolio Management, best practice Portfolio Management frameworks, and approaches for investment and resource optimisation within the portfolio. 

Additionally, the course will cover strategies for implementing and managing Portfolio Management processes, identifying risks and mitigating strategies, and establishing governance and oversight mechanisms. 

By the end of this course, participants will be equipped with the knowledge and skills to develop and implement a best practice Portfolio Management framework, optimise investments and resources within the portfolio, and embed and sustain Portfolio Management capability within their organisation.

Objective:

• To give an understanding of what portfolio management is and why companies need to adopt this process
• To discuss the value and benefits of portfolio management and identify ways to gain critical stakeholder buy-in 
• To understand and deploy best practice portfolio management framework taking into account approach for investment optimisation, resource optimisation and management of the portfolio performance
• To provide an overview of how to embed and sustain portfolio management capability within the organization

Course Outline:

• Day 1
• Introduction to Portfolio Management
• Understanding the Importance of Portfolio Management for Companies
• Key Benefits of Adopting a Portfolio Management Process
• Day 2
• Gaining Key Stakeholder Buy-In for Portfolio Management
• Developing and Communicating a Compelling Business Case for Portfolio Management
• Techniques for Aligning Portfolio Management with Organisational Goals
• Day 3
• Best Practice Portfolio Management Frameworks
• Portfolio Management Approaches for Investment Optimization
• Resource Optimisation and Management of Portfolio Performance
• Day 4
• Implementing and Managing Portfolio Management Processes
• Key Performance Indicators and Metrics for Portfolio Management
• Identifying Risks and Mitigating Strategies
• Day 5
• Embedding and Sustaining Portfolio Management Capability within the Organisation
• Establishing Governance and Oversight Mechanisms
• Course Evaluation and Feedback