Portfolio Management Fundamentals Course

INTRODUCTION

Effective portfolio management is essential for minimizing investment risks and maximizing potential returns, making it a cornerstone for any successful business. By carefully selecting projects, setting priorities, and controlling operational activities, portfolio management ensures that an organization's resources are optimally allocated to achieve strategic goals. This process is crucial for determining project success rates and analyzing outcomes that align with business objectives. The Portfolio Management Fundamentals training course provides the necessary tools and methods to enhance portfolio management implementation within your organization. This comprehensive course offers a systematic approach to creating and managing a project portfolio, allowing you to understand the importance of portfolio management, define stakeholder roles, and implement effective portfolio management procedures. Participants will learn how to optimize the number and strategic significance of projects within their organization, master active portfolio management, and investment analysis, and develop strategies that maximize corporate value.

Key highlights of Portfolio Management Fundamentals training include:

• Understanding the multiple processes of Results-Based Management (RBM)
• Recognizing the critical role of monitoring in demonstrating program performance and steering implementation towards intended results
• Developing realistic program objectives and measures to assess project outcomes and impact
• Creating a results-based project framework
• Scheduling and reporting on projects and programs
• Monitoring, evaluating, and enhancing program effectiveness

COURSE OBJECTIVES

By the end of the Portfolio Management Fundamentals course, participants will be able to:

• Distinguish portfolio management from other management types
• Align projects with corporate strategic goals
• Prioritize projects in large, complex organizations based on strategic value
• Use a model of project prioritization to integrate multiple project value perspectives
• Optimize project completion by managing resources and aligning them with strategic priorities
• Focus management attention on bottlenecks to improve project outcomes
• Evaluate the effectiveness of the Project Management Office (PMO) in portfolio management
• Assess the impact of portfolio management on organizational achievements
• Develop and apply selection criteria for project portfolio elements
• Master strategic resourcing and effective project portfolio documentation
• Choose tools and approaches to balance a project portfolio

DURATION

10 Days

WHO SHOULD ATTEND

This Portfolio Management Fundamentals training course is ideal for:

• Program Managers
• Product Managers
• Portfolio Managers
• Senior Executives responsible for corporate policies
• Managers tasked with generating organizational policies or offering strategic recommendations
• Members of portfolio, program, or project offices
• Operational Managers
• Project Team Personnel, Clients, and other stakeholders in the portfolio management process

COURSE CONTENT

Module 1: Overview of Portfolio Management

• Definition of project portfolio and portfolio management
• Understanding governance in portfolio management
• Importance of managing resources effectively
• Differences between private sector and federal agencies
• The role of the Project Management Office (PMO)
• Portfolio management architecture

Module 2: Elements of Portfolio Management

• Resource accessibility and management
• Prioritizing elements within a portfolio
• Balancing and optimizing the project portfolio
• Delivering effective investment oversight

Module 3: Getting Started on Project Portfolio Management

• Setting goals for portfolio documentation
• Understanding quantity metrics
• Utilizing project portfolio reports and administrative dashboards
• Conducting portfolio risk analysis
• Managing caveats and establishing effective risk management policies

Module 4: Managing the Project Portfolio

• Reviewing portfolio performance
• Conducting regular portfolio evaluations
• Understanding factors of success and common drawbacks in portfolio management
• Annual portfolio reviews and portfolio requirements

Module 5: Active Portfolio Management Fundamentals

• Consensus on expected revenue: The CAPM
• Understanding risk, standards, and added value
• Managing outstanding revenue and return
• Principles of dynamic management

Module 6: Expected Revenues and Assessment

• The arbitrage pricing philosophy
• Concept and exercise of valuation

Module 7: Active Portfolio Management Performance

• Effective predictions and information assessment
• Structuring portfolios for success
• Managing transaction expenses, revenue, and trade-offs
• Implementation evaluation and benchmarking timetables

Module 8: Investment Management Process

• Differentiating between investing and financing
• Understanding the investment environment and financial markets
• Investment management procedures and methodologies

Module 9: Computable Methodologies of Investment Assessment

• Investment income, risk, and expected rate of return
• Analyzing risk: Variance, standard deviation, and covariance
• Understanding the relationship between risk and return
• Beta factor, residual variance, and portfolio management

Module 10: Portfolio Management and Evaluation

• Differences between active and passive portfolio management
• Strategic and tactical asset distribution
• Managing and modifying portfolios
• Portfolio performance matrices

Module 11: Psychological Features of Investment Management

• Understanding boldness, character impact, and investment risk perceptions
• Psychological accounting, investing, and decision-making processes

GENERAL NOTES

• This Portfolio Management Fundamentals course is delivered by seasoned trainers with extensive experience in their respective fields, blending practical activities with theoretical instruction, group work, and case studies.
• Participants will receive comprehensive training manuals and additional reference materials.
• Upon successful completion, participants will be awarded a certificate.
• We offer tailored training courses to meet specific organizational needs. For more information, contact us at training@skillsforafrica.org.
• The training will be conducted at the SKILLS FOR AFRICA TRAINING INSTITUTE in Nairobi, Kenya.
• The training fee covers tuition, materials, lunch, and the training venue. Accommodation and airport transfers can be arranged upon request.
• Payment should be sent to our bank account before the start of training, with proof of payment sent to training@skillsforafrica.org.