Portfolio Management Green Belt Certification Course Overview

Portfolio Management Green Belt Certification Course Outline

This Portfolio Management Green Belt course provides a comprehensive introduction to the basics of Portfolio Management, including key techniques and how these can be used to achieve strategic objectives. By the end of this 1-day course, you will be able to demonstrate good knowledge of the basics of portfolio management and comfortably be involved in portfolio management projects.

Module 1: Defining Portfolios and Portfolio Management

  • What is Portfolio Management?
  • What is Project Portfolio?
  • What is (Project) Portfolio Management (PPM)?
  • PPM Viewpoint
  • Portfolio Management Office
  • PPM and Corporate Structure
  • Measuring Success
  • Portfolio Vs Project Management
  • Projects/Programmes/Portfolios
  • Mission Statement
  • Why PPM?

Module 2: Components of Portfolio Management

  • Introduction
  • Portfolio Management Principles
  • Definition and Delivery Cycles

Module 3: Stages of Portfolio Management

  • Stages
  • Portfolio System Tasks
  • Portfolio Lifecycle
  • Business Change Lifecycle
  • Gateways
  • Control Techniques
  • Implementation Project Escalation

Module 4: Portfolio Management and Organisational Strategy

  • Linking PPM to Organisational Strategy
  • Benefit Management
  • Meeting Strategic Objectives
  • Strategic Planning and Portfolios
  • Aligning Portfolios to Business Need
  • Business Functions
  • Capability-Based Planning
  • Governance Structure
  • Managing Portfolio

Module 5: Tools for Portfolio Management

  • Project Portfolio Management Software
  • Dashboard
  • Balanced Scorecard
  • Performance Metrics
  • Example Performance Metrics
  • Value Chain Diagram
  • Solution Concept Diagram
  • Heintzman and Marson's "Public Sector Service Value Chain"
  • OLAP Pivots
  • Project/Programme Readiness Assessment Form
  • Business Value Assessment Technique
  • Portfolio Map
  • Stakeholder Management Tools
  • Categories of Stakeholder
  • Stakeholder Analysis Matrix
  • Power/Interest Matrix

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Who should attend this Portfolio Management Green Belt Certification Course?

Portfolio Management Green Belt Training Course is applicable for a person who is appointed or designated to be in charge of the projects or programs in reference to planning, execution, or monitoring of any organisation. Portfolio Management Training Course can be of interest for various categories of professionals, among them:

  • Portfolio Managers
  • Project Managers
  • Business Analysts
  • Programme Managers
  • Executives and Managers
  • Business Leaders and Stakeholders
  • Product Managers

Prerequisites of the Portfolio Management Green Belt Certification Course

There are no formal prerequisites for this Portfolio Management Green Belt Training Course. However, a basic understanding of Portfolio Management and Project Management would be beneficial for the delegates.

Portfolio Management Green Belt Certification Course Overview

This course on Portfolio Management Green Belt gives you detailed knowledge about Portfolio Management. Portfolio Management is the process of selecting and managing a group of projects or training that an organisation undertakes to meet its strategic business objectives. Expertise in this line, therefore, becomes an important aspect of ensuring success as a project manager and organisational growth.

Competency in Portfolio Management is a critical success factor for any Project Management professional. It ensures fact-based decisions, the effective use of resources, and the simultaneous mitigation of risks efficiently. Learn about Portfolio Management, a must-learn skill for all Project Managers and Programme Managers and a key competence for Executives with responsibilities for strategic planning towards better project outcomes and their strategic contributions.

This very highly intensive 1-day training course by The Knowledge Academy provides the tools required for the delegate to excel in Portfolio Management. The delegates will also learn to develop project priorities, balance resources, and articulate project portfolios towards organisational strategies. The course combines theoretical principles with practical application, so professionals can apply the new learning to their work immediately and see improvements in project outcomes very soon.

Course Objectives

  • To understand the fundamental concepts of Portfolio Management
  • To learn to assess and prioritise project portfolios based on strategic objectives
  • To develop skills in resource allocation and risk management
  • To gain proficiency in measuring and optimising portfolio performance
  • To enhance the ability to make informed decisions regarding project initiation, continuation, or termination
  • To explore best practices and case studies in Portfolio Management
  • To receive practical guidance on aligning projects with the organisation's strategic goals
  • To collaborate with industry experts and peers to share insights and experiences

After completing the Portfolio Management Green Belt Course, delegates will gain in-depth insights to enhance project success, resource allocation, and risk mitigation, ensuring their organisations remain agile and competitive.

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What’s included in this Portfolio Management Green Belt Certification Course?

  • World-Class Training Sessions from Experienced Instructors
  • Portfolio Management Green Belt Certificate
  • Digital Delegate Pack 

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Portfolio Management Green Belt Certification Course. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Live classes

Join a scheduled class with a live instructor and other delegates.

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Interactive

Engage in activities, and communicate with your trainer and peers.

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Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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Global Reach

With classes running in all timezones, access any of our courses and course material from anywhere, anytime.

Unlock your potential with The Knowledge Academy's Portfolio Management Green Belt Certification Course, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

What our customers are saying

Portfolio Management Green Belt Certification Course FAQs

Portfolio Management Green Belt Training teaches professionals how to approach the basics of Portfolio Management. It includes administering portfolios with guidelines, resources, and methods to achieve organisational objectives efficiently and productively.
Some of the benefits of the training include enhancing decision-making, ensuring that portfolios support strategic goals, and boosting the effectiveness of resource allocation and project outcomes through disciplined approaches and principles.
This Portfolio Management Green Belt Course has no formal prerequisites. But some knowledge of Portfolio Management and Project Management might be useful for the delegates.
The Portfolio Management Green Belt Certification Course is designed to help individuals master the specific knowledge and abilities related to Portfolio Management, such as portfolio selection or portfolio prioritisation, or to improve their knowledge of the portfolio risk management or portfolio performance management.
It takes four years to complete a bachelor’s degree, two to five years of work experience as a Portfolio Manager and potentially an additional one or two years to obtain a master’s degree. Total duration varies from 7 to 11 years according to chosen career and some education selections.
Portfolio Management requires the identification of investment objectives, determining risk profiles, spreading risks through diversification, periodic performance review, and occasional rebalancing. Rebalance portfolios by adjusting positions according to market status and investment objectives to achieve maximum profitability with minimum risk.
The salaries vary depending on the experience and performance as well as size of portfolios however some of the top earners can earn as high as £ 500,000 per annum.
Delegates will learn for 1 day using our intensive instructor-led training methods and get a digital delegate pack including important notes related to this course and a certificate after course completion.
This course is a 1-day training course whereby the delegates are involved in interactive and intensive learning where a number of topics in the course are covered.
No, the course does not include an exam and no exam is required to complete the course sreceive a certificate.
After completing the Portfolio Management Green Belt Certification, career opportunities include roles such as Portfolio Analyst, Portfolio Manager, Project Manager, and Strategy Manager. These positions involve managing portfolios of projects, analyisng investments, and optimising project outcomes within organiastions.
The Knowledge Academy in Canada stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Portfolio Management Course.
The training fees for Portfolio Management Green Belt Certification Coursein Canada starts from CAD1695
The Knowledge Academy is the Leading global training provider for Portfolio Management Green Belt Certification Course.
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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

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