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Management of Portfolios

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About the course

mopManagement of Portfolios (MoP®) approaches the management of change projects and programmes from a strategic viewpoint. It provides the tools to enable organisations to answer the fundamental question ‘Are we sure this investment is right for us and how will it contribute to our strategic objectives?’

Structured around 5 flexible principles within which 2 cycles and 12 portfolio management practices exist, the course provides guidance and examples of how to apply these principles and techniques depending on the organisation and the environment in which it works.  The background theory is explained and illustrated with real life examples and useful ‘keys to success’.

Management of Portfolios 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 upon business as usual and the organisation’s strategic objectives.

Our highly regarded Practitioner and Integrated Management of Portfolios courses are structured so that the Practitioner exam is taken in the classroom directly after the training element (as per Foundation but at the end of the week). We prefer this approach to the post course online exam booking system as it ensures that the course content is fresh in the mind and enables delegates to leave having completed both the course and examination.

For full course details, see our Course Schedule HERE.

*BMC are proud to have maintained a 100% pass rate for MoP at both Foundation and Practitioner levels over the past 2 years (as at 31st October 2019)*

October 2019 – “Another excellent course delivery and outstanding support from the team as always.”
“All the staff were brilliant, especially Bill, he was the best teacher I have ever had.”
September 2018 – “Excellent delivery by Bill, clearly knew his subject in detail and engaged well. Will recommend to colleagues.”
“Good overview of portfolio management.”
“Excellent trainer, lots of experience to bring the subject alive and very engaging style.”

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Who should take the course?

The course is aimed at those with formal and informal portfolio management roles which encompass investment decision making, project and programme delivery and benefits realisation.

It is relevant to all those involved in the selection and delivery of business change initiatives, including board members, change directors, managers, decision makers and business case writers.

Programme, project, benefits and business change managers can all benefit from the course content, as can any organisation or individual seeking to develop their skills in Portfolio Management.

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Benefits – individual?

This course will provide advice and insights that will help you design an appropriate portfolio management roadmap, which is both suitable for your organisation and which you will derive immediate value from.

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Benefits – organisation?

Successful application of MoP guidance ensures that:

  • Programmes and projects undertaken are prioritised in terms of their contribution to strategic objectives and overall level of risk;
  • Programmes and projects are managed consistently to ensure efficient and effective delivery;
  • Benefits realisation is maximised to provide the greatest return from investment.
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The Foundation examination (3 days of formal instruction) confirms that candidates have sufficient knowledge and understanding to work as an informed member of a Portfolio Office or within a range of portfolio management roles.

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In order to be eligible to sit the Practitioner examination delegates must have achieved a 50% pass in the Foundation examination. This certification confirms candidates have a sufficient understanding of how to analyse portfolio data, documentation and roles in relation to scenario situations.

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Candidates for this course are automatically enrolled for the official Management of Portfolios Foundation and Practitioner examinations. The course fee includes the Foundation and Practitioner examination fees and the official TSO MoP manual.

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Key Features

This course will provide immediate value to delegates in the form of:

  • More of the ‘right’ programmes and projects being undertaken
  • Removal of redundant, duplicate and poorly performing programmes and projects
  • More effective implementation of programmes and projects via consistent approaches and improved dependency management
  • More efficient resource utilisation
  • Better management of risk at a collective level
  • Greater benefits realisation and return on investment
  • Enhanced transparency, accountability and corporate governance
  • Improved engagement and communication between senior management and staff
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Success Series

For delegates wishing to take Management of Portfolios (MoP®) as part of the Success Series, ‘Success in Managing Portfolios (MoP®)’ should be booked.  The Bristol Management Centre Success Series gives our delegates the option to work towards a CMI Level 7 (MBA-level) Award at no additional cost to the chosen qualification.

All delegates using ELC funding should note that if they select this option, they are required to attempt the Level 7 Award, which involves an element of additional independent study and completion of one assignment of c. 3,500 words, in order to satisfy ELCAS that they have completed the course.

Book your place now - see dates & prices
Book your place now - see dates & prices
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