Management of Portfolios (MoP®)

MoP shows you how to take an organisational view of all your projects, programmes, and business as usual activities. This best practice advice will allow you to focus your activities to achieve the best outcomes over the long term.

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Learning Outcomes

At the completion of the Foundation course, you will:

Understand MoP terminology, the mix of Programmes and Projects within a Portfolio, objectives and benefits of Portfolio Management and cost-effective approaches to Portfolio Management
Understand strategic and organisational context including the connection between Portfolio Management, Business Management, and Projects and Programmes
Understand the Principles, or good practices underpinning every portfolio
Understand the Portfolio Definition cycle and Portfolio Delivery cycles
Understand the relevance and applicability of Portfolio roles and documents
Have a grasp of the approaches to implementing, sustaining, and measuring portfolio implementation
Be well prepared for the Foundation Exam

Participants who continue with the Practitioner course will:

Be able to describe and apply all facets of portfolio management, in accordance with the M0P method
Know how to set up and manage an organisational Portfolio, tailoring MoP while ensuring the intent and principles are followed
Monitor the Portfolio and make the essential adjustments needed to respond to changes in the business or political environment and the outcomes of projects and programmes
Be well prepared for the Practitioner Exam

Learning Approach

Our training is run with the purposes of learning the theory, preparing you for the exam and applying in the real world. The sessions are a mixture of theory and discussion and practical group-based learning involving Post It notes, markers, flip chart paper. No laptops are required, all learning resources are supplied.

Our trainers use many practical examples from their decades of experience as hands-on programme managers and adjust the course delivery to meet the needs of the attendees.

Target Audience

Portfolio Managers who want to understand and apply this best practice approach
Those involved in the governance of Portfolios
Portfolio Office staff
Those working in the planning of organisational change and strategy
Those advising or providing consulting advice on Portfolios

Prerequisites

No prerequisite is required for attendance on the Foundation course, but any portfolio management or portfolio level exposure is an advantage. Our thorough pre-course work also ensures you are ready for learning.

Participants in the Practitioner course must have completed a Foundation course either online or in person. The Practitioner exam has a pre-requisite of having passed the Foundation exam.

Duration

2 days for Foundation (15 hours – typically 8:30 am for an 8:45 am start and a 5:00pm finish with 1 hour for lunch and short morning and afternoon tea breaks. In addition, we suggest at least 10 hours of pre-course work and there is 1-2 hours of homework each night).

1 additional day for Practitioner
(hours and homework as above).

Resources

Once you register for the course you are sent the “Management of Portfolios” manual, pre-course exercises and the MoP Desk Reference. At the course, you are given a course folder that contains copies of all the slides, extensive notes, exam practice, exercises, and sample exams from PeopleCert.