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Training Courses

Project Portfolio Management: How to Design, Build and Manage a Project Portfolio

Course Code
PM61
Category
Project Management
Course ID
3074
Course Outline

Course Overview

The DIXONTECH Project Portfolio Management: How to Design, Build and Manage a Project Portfolio course empowers professionals to develop, implement, and govern project portfolios that align with organizational strategy. Based on PMI® Portfolio Management principles, this training equips participants with tools and methodologies for selecting, prioritizing, and optimizing project investments to maximize business value and performance outcomes.

TRAINING TOPICS

  • Strategic Alignment and Portfolio Design Principles
  • Portfolio Governance, Structures, and Decision Frameworks
  • Portfolio Selection, Prioritization, and Balancing
  • Performance Tracking, Optimization, and Reporting
  • Portfolio Value Delivery and Continuous Improvement

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

Master advanced techniques to design, evaluate, and manage strategic project portfolios effectively.

  • Align project portfolios with organizational strategy
  • Evaluate and prioritize projects using analytical tools
  • Implement governance and control mechanisms
  • Monitor and optimize portfolio performance metrics
  • Manage risks and resource conflicts effectively
  • Communicate portfolio insights to executives and stakeholders
  • Build a roadmap for portfolio maturity and sustainability

TRAINING IS TAILORED TO

Senior professionals and leaders responsible for portfolio strategy, governance, and business transformation.

  • Portfolio and Program Managers
  • Project Management Office (PMO) Directors
  • Senior Project Managers and Executives
  • Strategy and Business Planning Leaders
  • Financial and Investment Analysts
  • Risk and Governance Specialists
  • Professionals Preparing for PMI-PfMP® Certification

TRAINING METHODOLOGY

This DIXONTECH course integrates conceptual learning with strategic analysis and simulation-based exercises. Participants engage in practical workshops on portfolio design, prioritization models, and performance dashboards, leveraging case studies from leading organizations to ensure actionable learning outcomes.

DAY 1

STRATEGIC ALIGNMENT AND PORTFOLIO DESIGN FRAMEWORKS

  • Understanding portfolio management within PMI® context
  • Linking strategy, governance, and project selection
  • Portfolio lifecycle and key process groups
  • Building portfolio objectives, themes, and value drivers
  • Organizational readiness and governance structure setup
  • Workshop: defining a strategic project portfolio vision

DAY 2

PORTFOLIO STRUCTURING, PRIORITIZATION, AND SELECTION MODELS

  • Developing portfolio structure and classification models
  • Project evaluation criteria and scoring methodologies
  • Cost-benefit, ROI, and strategic contribution analysis
  • Balancing portfolios across risk, value, and resources
  • Scenario modeling and optimization techniques
  • Workshop: portfolio selection using quantitative methods

DAY 3

PORTFOLIO GOVERNANCE, DECISION-MAKING, AND RISK CONTROL

  • Governance frameworks and decision authority levels
  • Portfolio governance board roles and responsibilities
  • Risk identification and mitigation within portfolios
  • Change control and performance monitoring systems
  • Integrating portfolio governance with corporate strategy
  • Case study: establishing a global portfolio governance model

DAY 4

PORTFOLIO PERFORMANCE MANAGEMENT AND REPORTING

  • Designing portfolio performance indicators and KPIs
  • Financial performance tracking and benefit realization
  • Performance dashboards and scorecard systems
  • Data-driven reporting using analytics and visualization tools
  • Monitoring portfolio health and resource utilization
  • Workshop: building a portfolio performance dashboard

DAY 5

PORTFOLIO OPTIMIZATION, VALUE REALIZATION, AND CONTINUOUS IMPROVEMENT

  • Portfolio optimization techniques and scenario planning
  • Maximizing business value through strategic trade-offs
  • Benefit realization management (BRM) integration
  • Maturity assessment and roadmap development
  • Lessons learned and continuous improvement mechanisms
  • Final simulation: building a full organizational portfolio model
  • Certification readiness and portfolio strategy presentation

 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.