Portfolio Management Professional

Transcription

1 An Intensive 5 Day Training Course Portfolio Management Professional May 2018, Dubai 30-JAN-18 This course is Designed, Developed, and will be Delivered under iso Quality standards

2 Portfolio Management Professional Why Choose this Training Course? Any organisational Executives need to have access to and understand how to make high quality project portfolio decision support analytics and data visuals. Whether you work in a Project Management Office, engage in Business Development or manage a project portfolio, this course equips you with the essential knowledge and practical tools that you need to succeed in the practice of Project Portfolio Management (PPM). This PetroKnowledge training course introduces the concept of a portfolio approach to possible future projects and investments to help reach or maintain strategy targets. The training course also considers the crucial role of risk, including a risk framework and sources of risk to meeting and maintaining a successful portfolio. This PetroKnowledge training course will highlight: Defining the business case to get senior approval for portfolio Planning the implementation of portfolio Selecting and adapt Management of Portfolio (MoP) principles, practices and techniques to suit different organisational environments Evaluating examples of MoP information (including documents and role descriptions) Analysing the solutions adopted in relation to a given scenario Who is this Training Course for? The Portfolio Management Professional training course is aimed at those involved in a range of formal and informal portfolio roles encompassing investment decision making, project and programme delivery, and benefits realisation. It is relevant to all those involved in the selection and delivery of business change initiatives including: Members of boards and Directors of Change Senior Responsible Owners (SROs) Portfolio, Programme, Project, Business Change, and Benefits Managers Business Case writers and project appraisers Manage or perform a PMO function Individuals who sponsor, manage or participate in projects How will this Training Course be Presented? Participants will receive a thorough training on the subjects covered with the tutor utilising a variety of proven adult learning teaching and facilitation techniques. Course methodology is designed around a PMI syllabus and includes an insight into appropriate methods as well as industry tools and processes used as practice examples. The training course includes teamwork around an applicable case study, with group discussion and critical analysis of portfolio stakeholders, processes and portfolio context.

3 What are the Goals? The objective of the training course is to prepare students for both the MoP Foundation and Practitioner level examinations. To confirm understanding of the MoP principles, cycles, practices, techniques, roles and documentation. This will enable them to work as an informed member of a Portfolio Office or in a range of Portfolio Management. At the end of this PetroKnowledge training course, you will learn to know and understand the: Scope and objectives of portfolio and how it differs from programme and project Benefits from applying portfolio Context within which it operates Principles upon which successful portfolio is based Approaches to implementation, the factors to consider in maintaining progress, and how to assess the success of portfolio Purposes of the portfolio definition and delivery cycles and their component practices, and relevant techniques applicable to each practice Purpose and key content of the major portfolio documents Scope of key portfolio roles Organisational ImpacT Portfolio Management Professional (MoP) provides advice and examples of how to apply principles, practices, and techniques that together enable the most effective balance of organisational change and business as usual. Thus ensuring that the organisation benefits from a team of professionals with relevant awareness to make good decisions that will impact on the future of the organisation. Personal Impact For the individual, the workshop provides the opportunity to gain some of the important tools to be a Portfolio Management Professional including: Having an understanding of scope and objectives of portfolio Knowledge of benefits when applying portfolio Understanding the context within which portfolio operates well Learning the approaches to implementation, maintaining progress, and assessing successes Purpose and key content of the major portfolio documents The scope of key portfolio roles Improved decision-making Portfolio Management Professional

4 Day Three: Portfolio Definition Cycle Daily Agenda Day One: Introduction to Portfolio and Portfolio Management Key definitions of portfolio and portfolio Portfolio model oo Relationship between the principles, cycles, practices and relevant techniques Differences between portfolios, programmes and projects Differences between portfolio, programme and project How local context can affect MoP principles & practices - how to adopt cost effective approaches Objectives and benefits of portfolio Portfolio Selection & Implementation The need for a portfolio approach to investment The approaches to implementing relevant portfolio Benefits of assessing the impact of portfolio Factors required to sustain progress Approaches to assessing portfolio maturity Day Two: Strategic and Organisation Context Six key functions/activities that portfolio needs to coordinate with to achieve strategic objectives Identify how portfolio can: oo Coordinate with all other strategems to deliver oo strategic objectives Support effective corporate governance Portfolio Management Governance The principles upon which effective portfolio is based Senior commitment Governance alignment Strategy alignment Portfolio office Energised change culture Terms & concepts relating to the portfolio definition cycle Three-point estimating and reference class forecasting What is involved and the keys to success Portfolio Risk Management Portfolio Risk Management process An Enterprise View of Risk & Governance Risk Drivers & Metrics Portfolio Delivery Cycle Portfolio delivery practices Tried and tested techniques for delivery practice What is involved, the main elements, and keys to success Day Four: Roles and Documentation Purposes and responsibilities of the main portfolio roles identified in MoP Purposes of the main portfolio documentation Portfolio Risk & Return Return Measures Risk Characteristics Applying the Portfolio Definition Cycle Apply and tailor practices and techniques of the portfolio definition cycle to a scenario Identify appropriate practices and techniques within the portfolio definition cycle Identify, analyse and distinguish between appropriate and inappropriate application of portfolio definition practices and techniques to a scenario Day Five: Portfolio Delivery Cycle Presentation Apply and tailor the practices, techniques and responsibilities of the portfolio delivery cycle to a scenario Identify appropriate practices and techniques within the portfolio delivery cycle Identify, analyse and distinguish between appropriate and inappropriate application of portfolio delivery practices to a scenario Analyse whether the approaches adopted are appropriate, with reasons, in a given scenario Analyse whether the portfolio documentation is fit for purpose, with reason Portfolio Management Professional

5 Portfolio Management Professional 4 Date Venue Fee($) May 2018 Dubai $4,750 This fee is inclusive of Documentation, Lunch and Refreshments Please use BLOCK CAPITALS to fill in this form. It is important that you read carefully through all information before starting to complete the form. registration details family name: first name (Mr./Ms.): Position: Company: Mailing address: telephone: Mobile: fax: authorisation authorisation by: Position: Company: Mailing address: telephone: Mobile: fax: In-house in-house Training training Maximize your training budget and have several members of your staff, who require specific training, to attend with the advantage of not incurring additional travel costs when attending a public training courses & seminars. Would you like a PetroKnowledge training course delivered at a time or location to suit you? Would you like PetroKnowledge to tailor a course from our comprehensive library of programmes? Or would you like us to create an entirely new, bespoke course to suit the exact needs of your organisation? Working in partnership with our clients, PetroKnowledge provides an enjoyable, creative learning experience that enables participants to develop their skills and knowledge. We can deliver not only generic, off-the-shelf courses from our extensive learning portfolio, but we can provide tailored as well as bespoke learning on any aspect of skill development or knowledge. Our in-house courses are conducted by the same expert trainers who conduct PetroKnowledge public courses so you can be assured they will fulfill the learning objective of any organisation

6 booking terms & Conditions Booking Bookings for courses can be made via our website (petroknowledge. com) or by contacting our Registration Desk on or at reg@petroknowledge.com For on-line bookings, please select the course that you require and click on the Register Now button, following the instructions step by step Upon receipt of booking in order, enrollment on the respective training course will be confirmed by Registration Team with all necessary documentation Invoicing and Payment Our fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation charges are not included in the course fees Course fees are payable upon booking unless a valid, authorized Purchase Order is provided and accepted Invoices will be sent via /courier to the ID/name and address provided We prefer to have the fees payment in our account before the start of training course. However, if your company has a different payment policy, the same should inform us in advance The currency of fees is in US Dollars (USD). Payments can be made in USD or UAE local currency AED (Arab Emirates Dirhams) either by Bank Transfer or by Credit Card. Our Bank Account details will be provided on the Invoice Please note that we do accept payment by cash, in USD or AED, only for the last minute bookings Cancellation of Courses It may be necessary for PetroKnowledge to amend or cancel any course, course times, instructors, dates or published fees due to unforeseen circumstances and we reserve the right for such changes Any amendments will be advised before the course start date and any bookings already paid in full will not be subject to increased fees Cancellation by Client Once you have completed your booking, received your confirmation of enrollment and a dated payment Invoice, you are deemed to have a contract with PetroKnowledge. You reserve the right to cancel this contract given the below terms All cancellations must be received in writing at reg@petroknowledge. com and info@petroknowledge.com at least 14 days prior to the training After the cancellation period has expired, consideration may be given, on a case to case basis, if a registered delegate nominates a substitute on the same course, shifts to next session of the course or moves to a new course For a cancellation request made on or before the statutory 14 day cancellation period, a refund may be given or a credit note issued which can be used against future course fees A 25% administration fee (of the total course fee at the time of booking) will be charged for any cancellations made outside of the statutory cancellation period Attendance Certificate offices: Middle east: P.O. Box: , Abu Dhabi, U.A.E. Tel: europe: AB25 1HF, 1Berry Street Aberdeen, Scotland, UK Tel: usa: Pennzoil Place 700 Milam, Suite North Tower Houston, Texas 77002, USA Tel: E: info@petroknowledge.com The daily course schedule should be accurately followed to ensure undeterred implementation of our training All delegates, who participated in their course throughout, will receive the Certificate of Completion on the last day Please report any foreseeable absences to a PetroKnowledge representative or to your sponsors directly An absence of three (3) or more sessions of the course will invalidate your eligibility for the Certificate of Completion Follow us on: