Management Of Portfolios (MoP®) Foundation & Practitioner

The five day MoP® Foundation & Practitioner course provides an overview of the portfolio management cycles, techniques and practices, approaches to implementing portfolio management and assessing portfolio management maturity, principles upon which effective portfolio management is based and purposes and responsibilities of the main portfolio management roles identified in MoP®.

The Portfolio Management helps individuals and organisations make effective decisions about implementing the right changes to business as usual.   

Course Content

The MoP® Foundation & Practitioner training course is provided by Datrix Training where you will be taught by one of our experienced instructors. 

The course enables the delegates to work as an informed member of a Portfolio Office, apply and tailor MoP® guidance and identify the purposes of the main portfolio management documentation.

By the completion of the course, the delegates will be able to apply and tailor MoP® effectively, plan the implementation of portfolio management and adapt MoP® techniques and principles to accommodate different organisational environments.

MoP® Foundation and Practitioner Examination                        

MoP® Foundation

• 40 minutes duration

• Closed book exam

• Multiple choice questions

• Total 50 questions

• 50% pass mark

MoP® Practitioner

• 3 hours long

• Open book exam

• Objective based testing

• 4 questions worth 20 marks each

• 50% pass mark

The Practitioner exam is to be completed at a mutually convenient date (please see the below details for further information).

Online Exam:

We provide comprehensive support during the exam process to make the experience as simple as possible. This exam can be taken at a suitable time, subject to availability; online, anywhere.

The benefits of Online Exams are:

• Rather than having to be out of the office for a paper exam, once you have received your exam voucher you can arrange directly with the accrediting body for a time that suits you

• It allows you to complete all revision activities at your own pace to help you prepare for your exam to maximise your passing potential

• It allows you to revise further before taking the exam

• Exam results are issued much quicker than the paper based format

This course covers following topics:

Overview

• Define Portfolio

• Introduction to Portfolio Management

• Portfolio Management Model

• Relationship between MoP® principles, practices, techniques and cycles

• Difference between portfolio and portfolio management

• Methods to adopt cost-effective approaches

• Circumstances that effect the implementation of MoP® principles and practices

• Benefits and Objectives of Portfolio Management

Implement, Sustain and Measure

• Three approaches to implementing portfolio management

• Understand the impact of Portfolio management

• Seven steps towards implementation of portfolio management

• Approaches to assessing portfolio management maturity

Organisational and Strategic Context

• Six key functions and activities of portfolio management

• Coordinate with Business As Usual

• Allocation of resources and budgeting

• Strategic planning

• Support effective corporate governance

Portfolio Management principles

• Senior management commitment

• Strategy alignment

• Portfolio office

• Energised change culture

• Governance alignment

Portfolio Definition Cycle

Various portfolio definition practices:

• Understand

• Categorise

• Prioritise

• Balance

• Plan

Terms and concepts related to portfolio management cycle:

• Three-point estimating

• Reference class forecasting

• Multi-criteria analysis

• Decision conferencing

• Clear line of sight

• Driver-based strategic contribution analysis

Portfolio Delivery cycle

• Portfolio Delivery practices

• Management control

• Benefits management

• Financial management

• Risk management

• Stakeholder engagement

• Organisational governance

• Resource management

Roles and Documentation

• Purpose of portfolio management

• Roles and Responsibilities of portfolio managers

• Purposes of significant documentation of Portfolio management

Implement, Sustain and Measure

• Identify appropriate approaches when implementing, measuring and maintaining portfolio management for a given situation

• Analyse the suitable approaches have been taken appropriately

Portfolio Definition Cycle

• Apply and tailor the techniques of portfolio definition cycle to a scenario

• Find best suitable practices and techniques within the portfolio definition cycle

• Identify, analyse and differentiate between the suitable and unsuitable portfolio definition approaches

Portfolio Delivery cycle

• Apply and tailor the practices, responsibilities and techniques of the portfolio delivery cycle to a scenario

• Identify suitable methods and techniques within the portfolio delivery cycle

• Identify, analyse and differentiate between the suitable and unsuitable portfolio delivery approaches

Roles and Documentation

• Apply and tailor MoP® to a scenario

• Identify the appropriate application to the main portfolio management roles identified in MoP®

• Find, analyse and differentiate between appropriate and inappropriate application to a scenario

• Identify appropriate information using typical contents

• Analyse whether the portfolio documentation is fit for purpose, with reason