Management of Portfolios Practitioner Upgrade — A 2 day course

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 Open Public Course Closed In-House Course

Synopsis

Management of Portfolios (MoP™) provides advice and examples of how to apply principles, practices, and techniques that together enable the most effective balance of organisational change and business as usual. Delivered by fully accredited trainers and industry leading experts with extensive experience of portfolio management, the course engages with the students to ensure that theory is embedded and delegates feel confident in the practical application of MoP.

Objectives

The objective of the course is to prepare students for the MoP Practitioner level examination. To confirm understanding of the MoP™ principles, cycles, practices, techniques, roles and documentation. A successful Practitioner candidate should be able to apply and understand how to tailor MoP effectively. And, with suitable support, be able to advise on the implementation of appropriate practices, techniques, and apply the method to a live portfolio. Specifically candidates should be able to demonstrate their ability to:

• Define the business case to get senior management approval for portfolio management
• Plan the implementation of portfolio management
• Select and adapt MoP principles, practices and techniques to suit different organisational environments
• Evaluate examples of MoP information (including documents and role descriptions)
• Analyze the solutions adopted in relation to a given scenario

Contents

Examination Overview

• An overview of the MoP Practitioner exam - length, number and type of questions, etc

Implement, sustain and measure

• Identify appropriate approaches when implementing, sustaining, and measuring portfolio management for a given scenario
• Analyse whether recommended approaches to implementing, sustaining, and measuring portfolio management have been undertaken appropriately in the context of a given scenario, with reasons

Portfolio definition cycle

• Apply and tailor the practices and techniques of the portfolio definition cycle to a scenario
• Identify appropriate practices and techniques within the portfolio definition cycle
• Identify, analyse and distinguish between appropriate and inappropriate application of portfolio definition practices and techniques to a scenario

Portfolio delivery cycle

• Apply and tailor the practices, techniques and responsibilities of the portfolio delivery cycle to a scenario
• Identify appropriate practices and techniques within the portfolio delivery cycle
• Identify, analyse and distinguish between appropriate and inappropriate application of portfolio delivery practices to a scenario
• Analyse whether the approaches adopted are appropriate, with reasons, in a given scenario

Roles and documentation

• Apply and tailor MoP to a scenario
• Identify appropriate application of the main portfolio management roles identified in MoP
• Identify, analyse and distinguish between appropriate and inappropriate application of the syllabus area to a scenario
• Analyse whether, the specified roles have been involved appropriately, with reasons
• Identify appropriate information, using typical contents, for inclusion in the relevant portfolio documentation
• Analyse whether the portfolio documentation is fit for purpose, with reasons

Publicly scheduled dates, locations, and prices

Suitable For

The MoP™ Practitioner 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 realisation. It is relevant to all those involved in the selection and delivery of business change initiatives including:

• Members of management boards and Directors of Change
• Senior Responsible Owners (SROs)
• Portfolio, Programme, Project, Business Change, and Benefits Managers
• Business Case writers and project appraisers

Prerequisites

Candidates will have to have passed the Foundation exam before attempting the Practitioner exam.

Examination

Additional work will be required during evenings consisting of consolidation reading and a mock examination. This evening work is an integral part of the course and delegates should expect to spend 2 hours in the evening on these activities.

All delegates will be given the opportunity to sit the MoP™ Practitioner examination in the afternoon of the second day of the course. The MoP™ Practitioner exam consists of:

• 80 multiple choice questions
• 3 hours
• Open-book
• Candidates require a minimum of 40 correct answers (50%) to pass