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Portfolio Management Processes - 2.0 hours/PDUs (Category 3)
Portfolio Management Process Groups - 2.0 hours/PDUs 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's½ 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 Group Identification 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
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