Course information

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 

Why choose us

Our Basel venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Basel is located at the intersection of the Swiss, French and German borders, and with a population of over 530,000 it is the third largest city by population in Switzerland. Basel is also home to Switzerland’s oldest university, the University Of Basel which was established in 1460. Famous employees of the University include Erasmus, Friedrich Nietsch and Jacob Burckhardt. The city also holds the FHNW Academies of Art and Design, Music and Business. In addition to these institutions there are also over 100 primary and secondary schools, several international schools and over 60 libraries. Basel is also a popular tourist destination due to its stunning gothic architecture, its various churches and monasteries and its extensive museum and archive collections. The Basel Zoo is also the main tourist attraction in the area and the second most visited tourist attraction in the whole of Switzerland. 

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Address

Swissotel Le Plaza,

Messeplatz 25,

Basel, 

CH

T: +41 315281584

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Portfolio Management Training | Portfolio Management Green Belt Training in Basel. 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.

Unlock your potential with The Knowledge Academy's Portfolio Management Training | Portfolio Management Green Belt Training in Basel, 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.

Experience the most sought-after learning style with The Knowledge Academy's Portfolio Management Training | Portfolio Management Green Belt Training in Basel. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Portfolio Management Training | Portfolio Management Green Belt Training in Basel sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Portfolio Management Training | Portfolio Management Green Belt Training in Basel 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 Basel 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 Basel starts from CHF1095
The Knowledge Academy is the Leading global training provider for Portfolio Management Green Belt Certification Course.
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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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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"

Joshua Davies, Thames Water

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