Managing Portfolios Certification
Course Code: ClaProj7305
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Delivering Strategic Value Through Effective Portfolio Governance and Decision‑Making
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Descriptions
Who is this course for
This course is designed for senior leaders, portfolio managers, PMO teams, programme and project managers, transformation leads, change managers, business strategists, and anyone involved in investment decisions or organisational change oversight.
Purpose of the course
The purpose of this course is to equip leaders and change professionals with the capability to prioritise investments, evaluate options, manage organisational capacity, and ensure the delivery of high‑value outcomes. It supports the development of strong governance structures, consistent decision‑making criteria, and effective ways of working across programmes and projects.
You will learn how to
- Define and implement an effective portfolio management framework
- Align change initiatives with organisational vision and strategic priorities
- Evaluate, prioritise, and select initiatives based on value, risk, and capacity
- Establish portfolio governance structures and clear decision‑making pathways
- Apply techniques such as prioritisation models, dependency mapping, and value assessment
- Manage portfolio risks, constraints, and resource demands
- Improve organisational visibility through portfolio dashboards and performance reporting
- Embed a portfolio‑centric culture focused on outcomes and benefits
- Prepare for certification‑style assessments or internal capability evaluations
Benefits for you as an individual
By completing this course, you will enhance your ability to guide strategic investments, shape governance frameworks, and influence executive‑level decision‑making. You will gain the skills to assess organisational change holistically, communicate complex portfolio insights clearly, and support a culture of value‑driven delivery. These capabilities significantly strengthen your leadership profile and accelerate career progression in operations, transformation, and strategic governance roles.
Benefits for your organisation
Your organisation will benefit from improved clarity around strategic priorities, a more disciplined approach to initiative selection, and better use of people, financial resources, and time. Portfolio management reduces duplication, strengthens risk management, increases transparency, and ensures that investment decisions support long‑term organisational goals. This results in more predictable outcomes and greater confidence in change delivery.
Prerequisites
A basic understanding of projects, programmes, or strategic planning is helpful.Introduction to Portfolio Management
- Definition and purpose of portfolio management
- Relationship to strategy, programmes, and projects
- Portfolio types and organisational operating models
Portfolio Governance
- Governance structures and approval pathways
- Roles and responsibilities
- Decision‑making frameworks and escalation routes
- Stakeholder engagement and accountability
Portfolio Management Principles
- Strategic alignment
- Value‑driven investment decisions
- Capacity and resource optimisation
- Proportional governance
- Transparency and evidence‑based decision‑making
Portfolio Definition Practices
- Identifying and assessing new initiatives
- Prioritisation and scoring techniques
- Business case evaluation and investment appraisal
- Risk, interdependency, and impact assessment
- Balancing the portfolio for risk, value, and constraints
Portfolio Delivery Practices
- Tracking progress and value realisation
- Managing bottlenecks and resource conflicts
- Portfolio‑level risk and issue management
- Change control and responding to emerging conditions
- Optimisation and continuous improvement
Portfolio Tools and Techniques
- Portfolio dashboards and reporting
- Pipeline management tools
- Dependency mapping models
- Prioritisation matrices and decision frameworks
- Scenario modelling and capacity planning
Embedding Portfolio Management
- Building organisational capability
- Culture, leadership, and behavioural change
- Portfolio office structures and maturity models
- Practical steps to embed portfolio ways of working
Additional Exam Information
- Multiple‑choice format
- 6 questions (each containing 2-6 parts)
- Duration: 120 minutes
- Approximate pass mark: 45/75 = 60%
- Closed‑book
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