Plan the handover of major project and portfolio management so that capability is not lost when key staff move on.
Strategic Management of Major Projects and Portfolio Management
A working programme in major project and portfolio management for managers who have to deliver with existing resources.
📍 Cairo🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
Projects involving major project and portfolio management are rarely late all at once; they are late a day at a time. Stakeholders withdraw support for portfolio management quietly before they withdraw it formally. Organisations that document the wider project and portfolio delivery agenda properly resolve disputes about it far more quickly. The programme works equally well for those formalising major project and portfolio management for the first time and those improving an existing approach. The course gives participants a defensible structure for this aspect of project and portfolio delivery and the judgement to adapt it. The version of portfolio management described in the manual and the version practised on the floor tend to diverge over time. They leave able to brief senior management on major project and portfolio management in terms that support a decision. Participants apply portfolio management to their own project throughout, so the output is directly usable. The final session converts the week's work on the wider project and portfolio delivery agenda into commitments with owners and dates.
Expected Learning Outcomes
Present the case for investment in portfolio management in terms that a finance function will accept.
Define the scope of major project and portfolio management precisely, including what is explicitly excluded.
Establish quality acceptance criteria for the deliverables of portfolio management.
Estimate cost and effort for major project and portfolio management using more than one method.
Set the minimum documentation for portfolio management that is genuinely necessary, and stop there.
Close major project and portfolio management properly and capture lessons while they are still accurate.
Who Should Attend
Team members preparing to take on project responsibility for major project and portfolio management.
Specialists advising senior management on portfolio management.
Procurement and contracting staff whose agreements set obligations around major project and portfolio management.
Project sponsors accountable for the outcome of portfolio management.
Project management office staff assuring major project and portfolio management.
Client and stakeholder representatives monitoring portfolio management.
Course Modules
Major project and portfolio management: handover, benefits and lessons
2 sessions · 8 pointsSession 1Decision gates on major project and portfolio management that can actually stop it
- Review whether major project and portfolio management is aligned with the objectives of the project.
- Compare resource demand from portfolio management against other commitments.
- Build reporting on major project and portfolio management that surfaces problems while they are small.
- Confirm that those complying with portfolio management understand why it exists.
Session 2The hard cases in portfolio management and how to reason about them
- Archive the decision record for major project and portfolio management so successors understand it.
- Agree the escalation threshold for portfolio management in advance.
- Distinguish symptoms from causes when major project and portfolio management underperforms.
- Hold a lessons session on portfolio management while memory is accurate.
Portfolio management: change control and variation
2 sessions · 8 pointsSession 1Reading the current state of portfolio management honestly
- Plan handover of major project and portfolio management to the team that will operate it.
- Manage supplier performance on portfolio management against contract, not goodwill.
- Build the competence framework that supports major project and portfolio management.
- Map the handovers in portfolio management between functions and secure them.
Session 2Closing portfolio management and capturing what was learned
- Identify single points of dependency in major project and portfolio management and reduce them.
- Verify six months later that changes to portfolio management have held.
- Measure progress on major project and portfolio management by value earned, not tasks ticked.
- Set out the decisions in portfolio management that require sign-off and by whom.
Portfolio management: schedule, critical path and realistic duration
2 sessions · 8 pointsSession 1Managing suppliers delivering part of portfolio management
- Decide what will be stopped to create capacity for major project and portfolio management.
- Review at each gate whether portfolio management should continue at all.
- Compare the cost of major project and portfolio management with the cost of its absence.
- Rehearse the briefing on portfolio management that would follow an incident.
Session 2Building a schedule for major project and portfolio management with a real critical path
- Register the risks to major project and portfolio management with owner, probability and impact.
- Define acceptance criteria for each deliverable of portfolio management.
- Set the change control process for major project and portfolio management and require cost and time impact.
- Map stakeholders of portfolio management by influence and current level of support.
Portfolio management: progress measurement and early warning
2 sessions · 8 pointsSession 1Writing the scope of portfolio management including what is excluded
- Establish who is informed, consulted and accountable in major project and portfolio management.
- Set the review interval for portfolio management and who attends.
- Define the decision gates for major project and portfolio management and what evidence each requires.
- Identify the critical path through portfolio management and the float elsewhere.
Session 2Closing out portfolio management and capturing what was learned
- Prepare the recovery plan for major project and portfolio management before it is needed.
- Record the rationale for each significant choice made about portfolio management.
- Remove steps in major project and portfolio management that add effort without adding assurance.
- Close out actions on portfolio management rather than leaving them open indefinitely.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
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