Course information

Portfolio Management Green Belt Course Outline

 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/Programs/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 Organizational Strategy

  • Linking PPM to Organizational 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/Program 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 Course?

This Portfolio Management Green Belt Training Course in Charlotte is suitable for anyone who is involved in the planning, execution, or oversight of projects or Programs within an organization and can benefit from the Portfolio Management Training Course. This course is beneficial to a wide range of professionals, including:

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

Prerequisites of the Portfolio Management Green Belt 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 Course Overview

The Portfolio Management Green Belt Course in Charlotte offers a comprehensive understanding of Portfolio Management. Portfolio Management involves selecting and managing a group of projects or training that aligns with an organization's strategic objectives. Having expertise in this field is indispensable to ensure project success and organizational growth.

 Proficiency in Portfolio Management is vital for professionals in Charlotte engaged in Project Management. It empowers them to make informed decisions, allocate resources efficiently, and mitigate risks effectively. Project Managers, Program Managers, and executives responsible for strategic planning should aim to master this skill to enhance their project outcomes and strategic contributions.

 This intensive 1-day training course by The Knowledge Academy in Charlotte equips delegates with the knowledge and tools to excel in Portfolio Management. Delegates will learn how to prioritize projects, balance resources, and align project portfolios with organizational strategies. The course combines theoretical concepts with practical application, ensuring that professionals can immediately apply their knowledge to improve project outcomes.

Course Objectives

  • To understand the fundamental concepts of Portfolio Management
  • To learn to assess and prioritize project portfolios based on strategic objectives
  • To develop skills in resource allocation and risk management
  • To gain proficiency in measuring and optimizing 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 organization's strategic goals
  • To collaborate with industry experts and peers to share insights and experiences

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

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

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

Why choose us

Our Charlotte 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.

Charlotte is the biggest city in the state of North Carolina. It is the third fastest growing major city in the United States.  It has an estimated population of 810,000 people. Charlotte is home to the corporate headquarters of Bank of America. Education in the USA is provided by both public and private schools, and is mandatory until the age of 16.  Pupils conducting their schooling within the USA start off at preschool, followed by elementary school, then middle school, before finishing at high school.  At age 18, US citizens are able to engage in higher education.  Higher education in the USA normally comes in the form of a college, undergraduate school, or a community college – that latter of which doesn’t normally cost anything to attend.  Candidates participating in a course at a college will gain credits towards a bachelor’s degree, whilst candidates participating a course at a community college will be earning credits in order to achieve an associate’s degree. The public school system in North Carolina is the second largest system in the state and the 17th largest in the whole of the United States. There is an estimate 150,000 pupils being taught in the 164 public schools of Charlotte. Charlotte is the home of many notable universities. For example Central Piedmont Community College, Charlotte School of Law, Johnson C. Smith University and the University of North Carolina are all based in Charlotte. The University of North Carolina is the biggest in the city with 27,000 students. At The Knowledge Academy we offer over 50,000 classroom based training courses in the United States, including popular locations such as Buffalo.

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Address

Charlotte, North Carolina

T: +1 7204454674

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 Charlotte. 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 Charlotte, 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.

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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Portfolio Management Training | Portfolio Management Green Belt Training in Charlotte 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 Charlotte 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 Charlotte starts from $1295
The Knowledge Academy is the Leading global training provider for Portfolio Management Green Belt Certification Course.
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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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