An Intensive 5-day Training Course
Management Of Portfolios (MoP®) Foundation & Practitioner
Selecting the Right Investments, Managing Portfolio Change and Maximising Strategic Benefits
CLASSROOM DATES
INTRODUCTION
In today’s rapidly changing business environment, organisations face increasing pressure to invest in the right initiatives, allocate resources effectively, and demonstrate measurable value from strategic investments. Success no longer depends on managing individual projects and programmes in isolation, but on ensuring that all change initiatives work together to achieve organisational objectives and deliver sustainable benefits.
This comprehensive training course provides participants with a thorough understanding of the Management of Portfolios (MoP®) Foundation and Practitioner framework, an internationally recognised approach for selecting, prioritising, governing, and optimising an organisation’s portfolio of investments and business change initiatives. The course explores how portfolio management enables senior leaders and decision-makers to align projects and programmes with strategic goals, maximise return on investment, manage risk, and maintain the optimal balance between competing priorities.
TRAINING OBJECTIVES
This training course enables participants to:
- Understand MoP principles, practices and portfolio management cycles.
- Align investment decisions with organisational strategy.
- Apply portfolio definition and delivery practices.
- Improve portfolio governance, risk management and benefits realisation.
- Prepare for MoP Foundation and Practitioner certification assessments.
WHO SHOULD ATTEND?
Portfolio managers, programme directors, PMO leaders, business change professionals, strategy managers, senior project managers and professionals pursuing MoP certification.
TRAINING METHODOLOGY
Framework-based presentations, practical portfolio exercises, scenario analysis, group discussions, sample examination questions and implementation planning. Through a combination of practical exercises, real-world examples, and examination-focused learning, participants will develop the knowledge and skills required to establish and operate effective portfolio management practices. They will learn how to identify, categorise, evaluate, prioritise, and balance initiatives, ensuring that organisational resources are directed towards the activities that create the greatest strategic value.
TRAINING SUMMARY
This training course equips participants with the expertise to design, establish, and lead high-performing Delivery Offices that enhance governance, increase delivery visibility, standardize execution practices, and support data-driven strategic decision-making across organizational transformation and change portfolios. Participants will also gain practical frameworks, tools, and leadership capabilities to align strategic objectives with execution outcomes, ensuring sustainable value realization and organizational performance improvement.
TRAINING OUTLINE
Day 1: MoP Framework and Principles
- Introduction to portfolio management and MoP.
- Principles and organisational context.
- Strategic alignment and investment decision-making.
- Portfolio management roles and responsibilities.
- Workshop: Evaluating portfolio management maturity.
Day 2: Portfolio Definition Cycle
- Understanding strategic drivers and business needs.
- Gathering and categorising investment proposals.
- Prioritisation, selection and portfolio balancing.
- Developing a portfolio delivery plan.
- Exercise: Building an investment prioritisation model.
Day 3: Portfolio Delivery Cycle
- Managing portfolio progress and performance.
- Benefits management and business case review.
- Portfolio risk, issues and interdependencies.
- Managing change, assurance and stakeholder engagement.
- Workshop: Reviewing a portfolio performance dashboard.
Day 4: Embedding MoP in the Organisation
- Governance arrangements and decision authorities.
- Portfolio office roles and information requirements.
- Organisational capability and cultural change.
- Implementing, sustaining and improving portfolio practices.
- Simulation: Reprioritising investments following a strategy change.
Day 5: Foundation and Practitioner Preparation
- Consolidated review of MoP concepts and terminology.
- Foundation-style knowledge assessment.
- Practitioner-style scenario and application exercises.
- Practice examination questions and feedback.
- Personal portfolio improvement plan.
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Do you wish for us to conduct this course at your premises?
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FAQ
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us info@euromatech.com
We provide flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at inhouse@euromatech.com
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.