Strategic Project-Portfolio Management: Practical Application of the Standard

PDUs

CEUs

1.4

LEVEL

Intermediate

LENGTH

2 Days

PMI Member Early Registration

$1350

PMI Member
Learn More

$1455

Non-Member Early Registration

$1495

Non-Member

$1595

Note: Pricing may vary based on country

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Seminar Description

Project-portfolio management is a critical topic in today's uncertain environment. How can organizations choose from an evolving list of potential projects—some transformative, some growth-oriented, others non-discretionary or compliance related? 
 
The course will begin with a discussion of how mature organizations develop strategies, goals and objectives, and follow with a review of business case development—discussion topics include: the estimating process; the role of assumptions and risks; types of benefits; and financial analysis techniques such as ROI, NPV, IRR, etc. 
 
A multi-part case study and group exercises will demonstrate key issues and concepts. The course includes a review of PMI’s Standard for Portfolio Management — Third Edition, where the linkages between strategy and project portfolios will be reviewed. Techniques for creating a balanced and optimized project-portfolio mix will be demonstrated using real spreadsheet data and examples such as multi-criteria scoring models, created from figures in the standard. Coursework will include a review of portfolio performance and communications management, and the role of the PMO in validating project-portfolio performance. 
 
Seminar participants will receive a reference book: PMI's The Standard for Portfolio Management — Third Edition.
 
THE COURSE TOPICS INCLUDE:
  • Organizational Strategy, Goals and Objectives
  • Business Case Principles
  • Financial Analysis Techniques—Case study
  • The PMI Global Standard and the Role of Portfolio Management
  • Using Tools and Techniques from the Standard: Hands-on Demonstration
  • Optimizing the Project-Portfolio Mix
  • Portfolio Performance Management and Communications
  • The Role of the PMO in Validating Project and Portfolio Performance

What You Will Learn

Upon completion of this course, participants will be able to:
  • Identify principles of strategic planning and establishment of goals and objectives  
  • Define and describe business case components and key financial formulas
  • Demonstrate how to create a clear and compelling business case by using a group case study exercise
  • Show how to create a balanced project-portfolio by using real spreadsheets based on figures from The Standard for Portfolio Management — Third Edition
  • Use the tools demonstrated in class to make decisions regarding the case study project portfolio example
 

PDU Allocation Table

The table below displays the number of professional development units (PDUs) awarded for each PMI® credential, as they align to the PMI Talent Triangle®. Leadership and Strategic PDUs apply evenly across all credentials and Technical PDUs apply only to specific credentials. PDUs will be added in full to all eligible credentials.

Download PMI Talent Triangle® Information

  •  
  • Technical
  • Leadership
  • Strategic
  • Total
  • PMP®/PgMP®
  • 8.00
  • 3.00
  • 3.00
  • 14.00
  • PMI-ACP®
  • 0.00
  • 3.00
  • 3.00
  • 6.00
  • PMI-SP®
  • 0.00
  • 3.00
  • 3.00
  • 6.00
  • PMI-RMP®
  • 0.00
  • 3.00
  • 3.00
  • 6.00
  • PfMP®
  • 8.00
  • 3.00
  • 3.00
  • 14.00
  • PMI-PBA®
  • 0.00
  • 3.00
  • 3.00
  • 6.00
  •  
  • Talent Triangle Blue
  • Talent Triangle Green
  • Talent Triangle Purple
  • Complete Talent Triangle

Locations Offered

SeminarsWorld® in Nashville

20 - 21 September 2017 Nashville Tennessee, United States

Early Registration: 7 August 2017


Join our expert SeminarsWorld® instructors in Nashville to network and learn with your peers in small-group, topic-intensive seminars aligned with the PMI Talent Triangle®, while you earn up to 14 PDUs and 1.4 Continuing Education Units (CEUs). Register by 7 August 2017 for early bird rates, and through 18 August, save on guest rooms at the Hilton Garden Inn Downtown.
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Hilton Garden Inn Downtown

Event Instructors

Instructor

Joyce D. Brown
PMP
Locations: Nashville

Joyce D. Brown is managing director of W. W Mentorprises, Inc. She instructs on project, program, and portfolio management at the Connecticut Information Technology Institute (CITI), a unit of University of Connecticut’s School of Business. She is also an adjunct professor of project and program management for several graduate programs at UConn’s School of Business / Stamford campus.Previously, Ms. Brown spent more than fifteen years as vice president of operations for three global luxury goods companies. In these positions her responsibilities included logistics and distribution, construction, procurement, production and manufacturing, after sales service, and security. Her earlier experience includes a role as a retail/ wholesale industry consulting manager at a “Big 4” consulting firm. Ms. Brown holds a bachelor’s degree from Vanderbilt University and an MBA from Middle Tennessee State University.

Instructor

Thomas F. McCabe
PMP
Locations: Nashville

Thomas F. McCabe is managing director of W. W. Mentorprises, Inc. He instructs on project, program, and portfolio management at Connecticut Information Technology Institute (CITI), a unit of University of Connecticut School of Business. He is also an adjunct professor at Fairfield University’s Dolan School of Business where he teaches project management at the graduate and undergraduate levels. His previous positions include e-Infrastructure consulting manager at a “Big 4” consulting firm, and vice president, global risk management for a major financial services organization. Professional expertise includes: eBusiness transformation, PMO establishment and organization, project risk assessment, business continuity planning, software selection, new product development, and business process re-engineering. He holds a bachelor’s degree in business administration from Fordham University and a master's certificate in project management from George Washington University.Mr. McCabe has held several global volunteer positions for PMI. He was a co-founder of PMI’s eBusiness Specific Interest Group (SIG) and formerly served as its chairman & executive advisory chair. He also served as vice-chairman of programs for both the PMO SIG and Financial Services SIG. He is cited in the PMBOK® Guide — 5th Edition as a contributing subject matter expert.

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