Course ID
Key schedule and booking details
Length 5 Days
Location online
Fees £ 1850
Date 2026-05-18
OVERVIEW
In today’s fast-moving business landscape, managing individual projects isn’t enough—organizations need a structured approach to align multiple projects with strategic goals. That’s where Project Portfolio Management (PPM) comes in. A well-designed portfolio ensures that projects are prioritized effectively, resources are allocated efficiently, and business objectives remain the driving force behind execution.
This course dives deep into how to design, build, and manage a project portfolio, equipping you with the tools to make data-driven decisions, balance risk and reward, and optimize project performance across your organization. Whether you're leading a PMO, managing multiple projects, or looking to streamline your organization's project selection process, this program will provide you with actionable insights to enhance business value.
You’ll Learn How To:
Build and structure a high-impact project portfolio aligned with business strategy.
• Develop metrics and benchmarks to measure project success and portfolio performance.
• Use risk management techniques to balance opportunities and mitigate threats.
• Prioritize projects using scoring models, data visualization, and financial analysis.
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• Optimize resource allocation and improve decision-making across multiple projects.
If you've ever struggled with overlapping projects, limited resources, or unclear priorities, this course will help you transform chaos into clarity with a structured approach to project portfolio management.
OBJECTIVES
Upon completion of the Project Portfolio Management: How to Design, Build and Manage a Project Portfolio course, you’ll be able to:
Develop integrated portfolio management strategies to maximize returns.
• Design and implement a project portfolio that ensures strategic objectives are met.
• Use best practices to effectively evaluate, select, and close projects.
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• Balance the demands of different projects to achieve sustainable success.
IDEAL PARTICIPANTS
Whether you’re looking to advance your project management or develop your strategic skills, this course is designed for you.
The Project Portfolio Management: How to Design, Build and Manage a Project Portfolio course is ideal for:
Portfolio, project, and program managers.
• Project Management Office (PMO) staff who want to improve processes.
• Decision makers involved in approving projects or their various phases.
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• Anyone seeking to understand how to design and manage an effective project portfolio.
OUTLINE
DAY 1
Managing a single project is challenging—managing an entire portfolio is a game-changer. Today, we establish the fundamentals of Project Portfolio Management (PPM) and how it connects to business strategy.
• Why Project Portfolio Management? – The role of PPM in driving business value.
Defining PPM – Understanding the differences between projects, programs, and portfolios.
• The Portfolio Triple Constraint – Balancing scope, cost, and time at the portfolio level.
• Strategic Alignment – How portfolio management supports organizational goals.
• The Role of a Portfolio Manager – Key responsibilities and required skill sets.
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• Common Challenges in PPM Execution – Identifying and overcoming obstacles.
DAY 2
Building a portfolio isn’t just about collecting projects—it’s about selecting the right projects and keeping them aligned with evolving business priorities.
• Project Business Plans – Developing clear justifications and expected outcomes.
Portfolio Creation Process – Setting up a structured approach to project selection.
• Portfolio Calibration – Ensuring balance across strategic initiatives.
• When to Terminate a Project? – Identifying underperforming projects early.
• The Sunk Cost Dilemma – Making objective decisions without emotional bias.
• Portfolio Balancing Techniques – Maintaining a diverse mix of projects.
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• Ongoing Portfolio Assessment – Ensuring continued relevance and alignment.
DAY 3
What gets measured gets managed. Today’s focus is on defining success and tracking performance at both the project and portfolio levels.
• Portfolio vs. Project-Level Metrics – How to assess value at different levels.
Defining Success Metrics – Understanding financial and non-financial indicators.
• Project Prioritization Techniques – Efficient frontier, weighted scoring, and forced ranking.
• Using Cost of Capital for Decision-Making – Evaluating investment trade-offs.
• Measuring Financial Benefits – ROI, NPV, and IRR explained.
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• Data Visualization Tools – Making data-driven decisions through dashboards and reports.
DAY 4
A strong project portfolio doesn’t exist in isolation—it must be benchmarked against industry standards and continuously optimized.
Benchmarking Strategies – Learning from top-performing organizations.
• Index Calculation Methodologies – Evaluating market and portfolio performance.
• Selecting the Right Benchmarks – Aligning internal metrics with industry expectations.
• Price-Weighted, Market Capitalization, and Equally Weighted Indices – What they mean and how they apply to PPM.
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• Using Benchmark Statistics for Decision-Making – Applying data-driven insights to portfolio adjustments.
DAY 5
Risk and uncertainty are unavoidable in project portfolios. Today, we focus on risk management techniques and resource optimization strategies to enhance portfolio performance. Understanding Portfolio Risks – Identifying and mitigating key threats.
• Uncertainty vs. Risk – How to differentiate and plan for both.
• Decision Trees & Monte Carlo Simulations – Advanced risk assessment methods.
• Sensitivity Analysis – Evaluating the impact of different risk scenarios.
• Resource Allocation Across Projects – Ensuring efficiency without overloading teams.
• Rolling Wave Planning – Adjusting plans as new information emerges.
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• Project Management Office (PMO) Best Practices – The role of PMOs in supporting portfolio success.
Will I receive course materials?
Yes, high-quality documentation is provided to all delegates.
Do you issue certificates?
An accredited Certificate of Completion is awarded upon successful completion.
What are the course timings?
09:00–12:45 or 13:00–17:00.
How do I register and pay?
Complete the registration form on the course page and select your preferred payment method.
What is your cancellation policy?
14 days from booking for a full refund or free transfer; exceptions apply on medical grounds.
Do you offer airport transfers?
Yes, airport pick-up and drop-off to/from the hotel can be arranged.
CONSULTING SERVICES
Tailored solutions for sustainable growth
At Regent Training Centre, we deliver consultancy services designed to help organisations overcome challenges and achieve sustainable growth through practical and results-driven strategies.
