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 Dallas 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 Dallas 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 Dallas 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 Dallas 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 Dallas, 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 Dallas 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.

Dallas is a large city in the state of Texas, USA. It is most famous for its oil and cotton industries and its busy railroad lines. The city has population of around 1,300,000 people and is home to a large amount of Fortune 500 companies. In Dallas, there are 337 public schools, almost 90 private schools and 38 colleges. Dallas is the centre of education in the southern central United States. The University of Texas Southwestern Medical School is an exclusive medical school admitting only about 200 students per year. Other universities include Texas Women’s University which is a nursing school located in Parkland Memorial Hospital, and Dallas Baptist University which is a private university that offers Biblical and Christian subjects. It enrols around 5,500 people and provides students with graduate, doctoral and undergraduate degrees. Criswell College is a university started by the First Baptist Church of Dallas in the 1970s, also offering Biblical studies and has around 400 students enrolled currently. Dallas Theological Seminary offers students seminaries in the evangelical faith and boasts an alumni of around 12,000 people. There are a number of universities in the close proximity of Dallas including The University of Dallas in Irving and the El Centro College. El Centro College was established in 1966 and has a student population of around 10,000 students and as is one of the only universities in Dallas which offers fashion design and marketing programs as well as food hospitality programs. The main school district of Dallas is the Dallas Independent School District which enrols over 160,000 students.  The School for the Talented and Gifted in Dallas was voted the best school in the United States numerous times and another Dallas school, the Science and Engineering Magnet has been named number two in the very same list on numerous occasions. There are a high number of private schools in Dallas, including The Hockaday School, Burton Adventist Academy, Parish Episcopal School, The Winston School, Yavneh Academy of Dallas and Dallas Lutheran School.

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Address

15455 Dallas Parkway, Suite 600,

Addison, Texas 75001.

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 Dallas. 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 Dallas, 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 Dallas 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 Dallas 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 Dallas starts from $1295
The Knowledge Academy is the Leading global training provider for Portfolio Management Green Belt Certification Course.
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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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