Portfolio Management Processes - 2.0 hours/PDUs (Category A)
Portfolio Management Process Groups
Overview/Description
The processes involved with portfolio management are meant to enhance the likelihood of a portfolio yielding the intended results. However, these processes should only be used as guidelines; portfolio management teams are always the ones who will make the decisions about how much of the processes they will use and how rigorously the processes will be implemented. Portfolio managers and team members should use this course as a high-level guide to the processes, inputs, and outputs that they should consider when managing portfolios.
This course examines the importance of portfolio management processes, explores their interactions, and explains how to properly monitor and control portfolios. This course is aligned to PMI's� The Standard for Portfolio Management.
Target Audience
Project managers, program managers, and portfolio managers who are seeking to further their portfolio management skills to more advanced levels
Expected Duration
2.0 hours
Objectives :
Lesson Overview
recognize the importance of understanding the Aligning Process GroupIdentification
determine outputs of the Identification process, in a given scenarioCategorization and Evaluation
distinguish between examples of the Categorization and Evaluation processes Selection and Prioritization
rank selected portfolio components using a multiple criteria prioritization model, in a given scenarioPortfolio Balancing and Authorization
identify the inputs and outputs of the Portfolio Balancing process identify the inputs and outputs of the Authorization processLesson Overview
recognize the importance of understanding the Monitoring and Controlling Process GroupPortfolio Reporting and Review
recognize the activities involved in the Portfolio Reporting and Review processStrategic Change
recognize examples of the tools that can be used to respond to strategic change in the portfolio management process
Course Number: proj_03_a03_bs_enus
