Learn how to choose and align projects based on the strategic and financial criteria, ensuring the correct investments allocation.

1. PORTFOLIO
MANAGEMENT
TRAINING

2. [
TRAINING
OBJECTIVE
To qualify students in the portfolio management, one of the main
strategic alignment tools between the project management and
the organizational strategy.
TRAINING CONTENT
At the end of the course the student will be able to:
✓✓Distinguish projects, programs and portfolios
✓✓Select the appropriate criteria to be used based on a specific
strategic direction
✓✓Translate strategic business objectives into selection criteria
✓✓Decompose a high level strategic guidance on the direct,
tangible and measurable criteria
✓✓Understand and distinguish the quantitative, qualitative and
strategic criteria
✓✓Associate the strategic initiatives to structured projects
✓✓Use the Analytical Hierarchy Process (AHP) as a comparative
mathematical basis for projects and criteria prioritization
✓✓View the result of a specific strategy reflected in the selected
projects portfolio
✓✓Obtain the right information for the potential projects
analysis
✓✓Balance the project portfolio considering the existing
resources and investments constraints
✓✓Monitor the portfolio and manage the changes
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3. [
TRAINING
FACT SHEET
DESCRIPTION
Course number of hours. The number of days depends
COURSE DURATION
on the daily number of hours dedicated in each course.
16 Hours.
The minimum number of students suggested to ensure
NUMBER OF PARTICIPANTS
the training economic viability.
Minimum 20 students per class.
TARGET AUDIENCE
Executives, Strategic Planning Teams, Investment Planning, Teams, Project Managers and others
involved in the investments / projects portfolio selection.
REQUIREMENTS
Desirable project management knowledge.
The language in which the training is ministered.
LANGUAGE(S)
Portuguese and English.
LOCAL
Provided by the contractor. Worldwide attendance.
Closed classes are hired by a particular organization
CLOSED CLASSES
or group. In this case all the participants are selected/
(IN COMPANY)? chosen by the contracting organization.
Yes.
Open classes offer public access in which the
OPEN CLASSES?
registration is done by each participant, individually.
No.
Professional Development Units are the measuring
CERTIFICATION AND PDU
units issued by the Project Management Institute for
All training participants will receive a the credential holders. With these units the credential
participation certificate with 16 PMI’s PDUs. holders can maintain their certifications.
(PMI R.E.P. activity number: Macro011)
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4. [
TRAINING
STANDARDS AND
METHODOLOGIES
Project management standards and methodologies discussed
and addressed in the training.
Project Management Institute (PMI) UK Office of Government Commerce (OGC)
PMBOK Guide PRINCE2 (Projects in Controlled Environments)
PMI Practice Standard for Estimating — MSP (Managing Successful Programmes)
PMI Practice Standard for Earned Value Management — M_O_R (Management of Risks) —
PMI Practice Standard for Configuration P3M3 (Portfolio, Programme, and Project
—
Management Management Maturity Model)
PMI Practice Standard for Risk Management — P3O (Portfolio, Programme and Project Offices)
PMI Practice Standard for Work Breakdown Structure — MoP (Management of Portfolios)
PMI Practice Standard for Scheduling — MoV (Management of Value) —
PMI Standard for Portfolio Management
Scrum Alliance
PMI Standard for Program Management
Scrum Methodology —
PMI Project Manager Development Competency
—
Framework
International Project Management Association (IPMA)
Organizational Project Management Maturity Model
(OPM3®) ICB® IPMA Competence Baseline —
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5. [
TRAINING
BASIC
PROGRAM
[
COURSE OPENING
[
THE CONTEXT OF PORTFOLIO MANAGEMENT
›› The definition of portfolio management
›› Portfolio objectives
›› The benefits of having a portfolio focus
›› The context of porffolio management in the project management
›› The differences between portfolio management and the traditional managemnt
›› Portfolio management is not multiple project management
›› Portfolio management and the PMO
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6. [
TRAINING
BASIC PROGRAM
[
PROJECT PORTFOLIO METRICS AND PERFORMANCE INDICATORS
›› The desired portfolio profile
›› Associating the return of investment with the management costs
›› The project categories and their aligment to the strategic objectives of the corporation
›› The most important metrics in the portfolio (Balanced Scorecard)
[
BALANCED SCORECARD IN THE PORTFOLIO MANAGEMENT
›› BSC and the performance evaluation of the portfolio
›› Ibbs Study – Berkerley connecting reliability with maturity and the application of a Project
Maturity Model
›› (OPM3) in projects
›› Balanced Scorecard for the portfolio
›› Different BSC’s that can be applied to projects
[
PROJECT SELECTION IN PORTFOLIOS
›› The main project selection criteria and the development of project portfolios
›› Qualitative criteria and the selection of projects for the portfolio
›› Quantitative criteria and the selection of projects for the portfolio
›› Portfolio project priorization techniques
[
RISK ASSESSMENT IN PORTFOLIOS
›› Risk management tools used to select projects and assess the performance of the portfolio
›› The use of decision trees to determine the project with the best return for the portfolio
›› Using Monte Carlo simulation to verify the compliance of the portfolio budget
›› Comparing different portfolios using simulation technique
[
IMPLEMENTING A PROJECT PORTFOLIO
›› Implementation phases
›› Converting projects to be part of a portfolio
›› Risks associated with implementing a project portfolio
[
COURSE CLOSE-OUT
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7. [
TRAINING
PMRANK LITE ®
DYNAMIC
Reduced version of the PMRank® portfolio management
workshop that is used during the trainings courses. It
takes about 2 hours long.
It presents a practical, direct and iterative way for the
main factors involved in the transformation of strategic
interests into aligned projects.
Discusses aspects directly related to the strategic initiatives
prioritization, the establishment of the selection criteria and the
application of these criteria in a number of potential projects.
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8. [ TRAINING
PMRANK LITE DYNAMIC
CURRENT POTENTIAL STRATEGIC
MAP
VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS
IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE
PROJECTS PROJECTS
FINANCE
INCREASE REVENUE
IMPROVE FINANCIAL REDUCE PRODUCTION
WITH THE RIGHT MIX OF
RETURNS COSTS
PRODUCTS
STRATEGIC
MAP
MARKET
BE A LEADER IN THE INCREASE
DOMESTIC MARKET INTERNATIONAL
MARKET SHARE
STRATEGIC VISION: TO BE THE LARGEST MANUFACTURER OF SCREWS
MAP IN THE COUNTRY WITH A STRONG INTERNATIONAL PRESENCE
CUSTOMER RELATIONSHIP INTERNATIONALIZATION OPERATIONAL EXCELLENCE
INTERNAL PROCESSES
FINANCE
INCREASE REVENUE
IMPROVE FINANCIAL REDUCE PRODUCTION
WITH THE RIGHT MIX OF
RETURNS COSTS
DEVELOP PRODUCTS
IMPROVE CUSTOMER INCREASE PROJECTS REDUCE LOST-TIME OPTIMIZE THE PRODUCT
INTERNATIONAL
SERVICE RESULTS ACCIDENTS MIX
MARKETS
MARKET
BE A LEADER IN THE INCREASE
DOMESTIC MARKET INTERNATIONAL
MARKET SHARE
MONITOR CUSTOMERS' REDUCE MACHINERY
REDUCE CUSTOMER REDUCE OPERATING CONTROL MAINTENANCE
NEEDS IN OTHER CUSTOMER RELATIONSHIP INTERNATIONALIZATION OPERATIONAL EXCELLENCE PROGRAMMING
COMPLAINTS LOSS COSTS
INTERNAL PROCESSES
COUNTRIES DEVELOP TIME
+
IMPROVE CUSTOMER INCREASE PROJECTS REDUCE LOST-TIME OPTIMIZE THE PRODUCT
INTERNATIONAL
SERVICE RESULTS ACCIDENTS MIX
MARKETS
CORPORATE INFORMATION
MONITOR CUSTOMERS' REDUCE MACHINERY
REDUCE CUSTOMER REDUCE OPERATING CONTROL MAINTENANCE
NEEDS IN OTHER PROGRAMMING
COMPLAINTS LOSS COSTS
COUNTRIES TIME
AND GROWTH
LEARNING
AND GROWTH
STRENGTHEN INTERNAL DEVELOP INFORMATION
LEARNING
DEVELOP HUMAN DEVELOP HUMAN
STRENGTHEN INTERNAL DEVELOP INFORMATION
COMMUNICATION
RESOURCES
COMMUNICATION
MANAGEMENT
MANAGEMENT
RESOURCES BETWEEN AREAS SYSTEMS
BETWEEN AREAS SYSTEMS
1 EVALUATION CRITERIA DEFINITION
CRITERION A
AND PRIORITIZATION
CRITERION C CRITERION A CRITERION D
2 PRIORITIZATION
CRITERION F
CRITERION E CRITERION B
CRITERION C
CRITERION F CRITERION G
PRIORITIZED CRITERION G
3 BALANCING CRITERIA
POSTPONED
OR CANCELED
Features 1- Shows a fictitious company that NEEDS
TO CHOOSE AN APPROPRIATE SET OF
PROJECTS within an environment of limited
resources.
2- Discusses the DIRECT RELATIONSHIP
between the strategic direction and criteria.
3- Apply the criteria in a practical way on a set
of candidate projects to determine THE MOST
RELEVANT PROJECTS FOR THE STRATEGIC
DIRECTION.
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9. [
TRAINING
ADDITIONAL
DYNAMICS
As part of our methodology, in this course the following dynamics
will be used:
[
CASE STUDIES
› Ricardo Vargas and the Macrosolutions’ team have selected a relevant set of case studies and
exercises that allow the participants to associate real and fictional cases the to daily work.
› All case studies are appropriate to the nature of the client and the training audience.
[
VIDEOS SELECTION
› In order to facilitate the student learning, videos that cover various parts of movies,
commercials, home videos, etc. are used in the classroom environment to fix concepts and
associate technical issues with the reality of work and also to introduce new concepts.
› They are short videos with direct focus on specific topics, tools and cases.
[
GROUP WORK
› Several studies and exercises will be proposed by the instructor in order to present a particular
topic or discuss a particular approach to project management.
› Throughout the training the teamwork will be encouraged and strengthened as a mean for the
group to learn.
[
SIMULATORS
› To discuss some mathematical and statistical approaches, the instructor will perform specific
mathematical simulations to estimate the expected results for the risks, schedules, costs,
among others. They are computational methods that use mathematical concepts, operational
research and statistics as a conceptual basis.
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10. [
TRAINING
EXCLUSIVE STUDENT
ACCESS AREA
In addition to the exclusive printed material,
all participants will have access to the
courseware’s electronic version, to the files
of exercises and to the work done in the
classroom.
The access is given through the restricted
site that is available and prepared by the
Macrosolutions team considering each
course that we provide. This initiative is a
pioneer in the educational market and also
anticipates trends related to the documents’
electronic management
Student Area’s on the website macrosolutions.com.br
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11. [
TRAINING
REQUIRED
EQUIPMENT
The equipment required for the proper realization of the course is:
[ HIGH RESOLUTION PROJECTOR (1024X768)
[ SOUND SYSTEM FOR VIDEO DISPLAY
[ INTERNET ACCESS
[ VARIABLE ILLUMINATION INSIDE THE CLASSROOM
[ 01 TABLE FOR EACH GROUP OF FIVE STUDENTS
[ 01 FLIP CHART FOR EACH GROUP OF FIVE STUDENTS
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12. [
TRAINING
FURTHER
INFORMATION
For further information about this course, please contact:
Phone: +55 31 3024-3003
Fax: +55 31 3024-3005
email: info@macrosolutions.com.br
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