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 Composition and Structuring Portfolio

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 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