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.
8 - 9 August 2018
Boston Massachusetts, United States
Early Registration: 25 June 2018
Join our expert SeminarsWorld® instructors in Boston to network and learn with your peers in small-group, topic-intensive seminars aligned with the PMI Talent Triangle®, while you earn up to 29.5 PDUs and 2.95 Continuing Education Units (CEUs).
Register by 25 June 2018 for early bird rates, and through 12 July, save on guest rooms at the Boston Park Plaza Hotel.
Seminar registration includes breakfast and lunch. SeminarsWorld runs from 8:00 a.m. – 4:00 p.m.
27 - 28 August 2018
Washington D.C., United States
Early Registration: 16 July 2018
Join our expert SeminarsWorld® instructors in Washington, D.C. to network and learn with your peers in small-group, topic-intensive seminars aligned with the PMI Talent Triangle®, while you earn up to 28 PDUs and 2.8 Continuing Education Units.
Register by 16 July for early bird rates, and through 6 August, save on guest rooms at the Hyatt Regency Washington on Capitol Hill.
Registration includes breakfast and lunch. SeminarsWorld runs from 8:00 a.m. – 4:00 p.m.
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 globa…
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” c…