This practical course equips professionals with a structured understanding of portfolio management and governance, helping them align business strategy with investment decisions. Participants will explore roles, frameworks, performance, and value realization within a portfolio context, using real-life case practices to support learning.

Overview                                                                                                                                                     This course introduces modern portfolio governance practices that support better decision-making, alignment of business priorities, and realization of strategic value. Participants will gain a hands-on understanding of how portfolios are structured, governed, and optimized for results.

Upon completion, participants will:

• Understand key roles and responsibilities in portfolio governance
• Learn how to design, structure, and prioritize portfolio components
• Gain skills to track benefits, manage performance, risks, and stakeholder engagement.         

Who should attend  

• Senior managers, portfolio and program leads, PMO heads
• Strategic planners, business analysts, investment committee members
• Any professional involved in enterprise governance and project prioritization

 Methodology                                                                                                                                               The course adopts an engaging and practical approach, using interactive case studies, real-world scenarios, team discussions, and tools to apply key concepts in portfolio management.

Trainer                                                                                                                                                         The workshop will be led by a senior portfolio strategist with over 30 years of experience in governance, strategy, and large-scale portfolio optimization across sectors. Formerly part of global strategy teams and an advisor to multinational boards.

Module – 1

Fundamentals of Portfolio Management and Governance.

• Define what a portfolio is in a project and program context
• Understand the purpose and value of portfolio management in organizations
• Explore governance structures and how they guide decision-making
• Learn how portfolio governance aligns with corporate strategy and oversight

Module – 2

Portfolio Management Roles and PfDG Responsibilities

• Introduce the Portfolio Decision Group (PfDG) and its purpose
• Outline responsibilities of portfolio-level leadership and committees
• Clarify accountability and decision-making authority in portfolio governance
• Describe how the PfDG ensures alignment between business objectives and investments

Module – 3

Designing a Portfolio Management Framework

• Explore what makes an effective portfolio management framework
• Define key portfolio processes and lifecycle stages
• Learn how portfolio governance policies are structured
• Understand how to review and evolve the framework over time
• Real-world case: portfolio process design at Greentech Innovations Ltd

Module – 4

Building and Structuring Portfolio Composition

• Identify the components that make up a portfolio (projects, programs, BAU activities)
• Techniques to evaluate and score potential components
• Plan for capacity constraints and resource balancing
• Learn methods to prioritize components for inclusion
• Understand how to formally approve and document portfolio composition

Module – 5

Portfolio Realisation and Benefits Tracking

• What it means to realize value from the portfolio
• Setting up mechanisms to monitor benefit delivery over time
• Aligning outputs from individual projects to portfolio-level outcomes
• Case practices for tracking contribution to strategic goals

Module – 6

Controlling and Managing Portfolio Performance

• Methods to monitor and control the performance of the portfolio
• Setting KPIs and performance indicators across components
• Managing and optimizing overall portfolio value
• How to detect deviations and make corrective adjustments

Module – 7

Portfolio Risk, Change, and Issue Management

• Proactive identification and management of portfolio risks
• Approaches to evaluating and approving portfolio-level change requests
• Managing cross-portfolio issues and impacts
• Governance workflows for risk escalation and resolution

Module – 8                                               

Stakeholder Engagement and Portfolio Communication

• Mapping portfolio stakeholders and understanding their expectations
• Designing a stakeholder engagement strategy
• Managing portfolio communication across levels of the organization
• Reporting portfolio performance to executives, sponsors, and teams