Portfolio management is a coordinated collection of strategic processes and decisions that enable an effective balance of organizational change and business as usual. Management of Portfolios (MoP®) approaches change projects and programmes from a strategic viewpoint. It provides an overview of all change activities including what is in the portfolio, what it is costing, what risks are faced, what progress is being made, and what the impact is on business as usual and the organization’s strategic objectives.
The purpose of the Practitioner qualification is to confirm whether the candidate has achieved sufficient understanding of how to apply and tailor the MoP guidance and to analyze portfolio data, documentation and roles in relation to a scenario situation.
A successful Practitioner candidate should, with suitable support, be able to advise on the implementation of appropriate practices and techniques, and apply the method to a live portfolio, but may not be sufficiently skilled to do this appropriately for all situations. Their individual expertise, the complexity of the portfolio, and the support provided will also influence the impact the Practitioner can achieve.
Candidates should be able to apply and understand how to tailor MoP effectively. Specifically candidates should be able to demonstrate their ability to:
This qualification is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realization. It is relevant to all those involved in the selection and delivery of business change initiatives including:
An MOP Foundation certificate is required and some experience in managing portfolio’s.
Introduction to Portfolio Management
Introduction to Portfolio Management, Course objectives, MOP Qualification, Target Audience, Exam Overview, The Practitioner exam, The MOP Syllabus
Practical Exercises
Sources of organizational Energy, Organizational energy states, Activity sequencing, Categorization/segmentation, Financial Appraisal, Multi criteria analysis, Portfolio Definition Cycle, Risk Management, MOP roles, MOP documents
Group discussion
Barriers to implementation, 3 Implementation approaches, Governance and alignment, Portfolio definition, Portfolio delivery, Implement, sustain and measure
Exam preperation
