Portfolio Management Essentials

Portfolio Management Essentials

Portfolio Management Essentials

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  • Dedicated Support Team
  • One Time Payment

About the Course

This course is designed to provide you with a broad understanding of what portfolio management is and how it relates to project and programme management.

Duration

The course will take approximately four to five hours to complete.

Exam

It is an online course without exam.

Learning Objectives

By the end of the learning, you will be introduced to:

  • The fundamentals of portfolio management and how it relates to project and programme management.
  • What we mean by a portfolio cycle, and how this differs from a project and programme lifecycle.
  • The individual elements of the typical portfolio cycle.
  • The concepts like portfolio segmentation, prioritisation and optimisation and think about what drives the cycle.
  • The three steps of a typical portfolio management cycle.
  • Portfolio governance and how this aligns with governance structures.
  • The importance of understanding an organization’s corporate, or strategic objectives, and how techniques like VMOST could help.
  • How objectives could change over time in response to drivers, and the portfolio cycle and re-iterate how the typical portfolio cycle considers alignment with objectives throughout.
  • The ‘Plan’ element of the typical portfolio cycle in more depth.
  • The use of multi-point estimation and consider reporting and escalations from both project and programme levels.
  • The challenges posed by annual budgeting cycles.
  • The need for effective resource management and consider what happens if it is not present.
  • The portfolio organisation and the importance of the portfolio office.
  • What an agile portfolio may look like and understand how agile relates to a typical portfolio management cycle.
  • A typical portfolio framework, how to implement it, and how to sustain it once implemented.

FAQ

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2. Will I get support if I have an issue or a query?

Definitely, yes, we have a dedicated support team who will happily assist. It can be an issue or any help with our templates. Our support policy is to address the customer query ASAP regardless of the product they purchase.  

3. Is this a one time payment or monthly membership?

All our products are ONE TIME PAYMENT. We do not offer subscriptions so whatever you pay will be be one time.  

4. How do I access my downloads?

After you checkout, you will be taken to a download page. You will also get a download link in your email.

5. What if the download link does not work?

Sometimes links can be blocked by a corporate firewall so please try using the link from a different network or from home. If you still cannot access drop an email to support@itsm-docs.com and use our Contact Us Page.  

6. Do you provide refunds?

We will REFUND the full amount in the following scenarios - 

  1. Templates don't work as described, and we cannot fix your problem in a reasonable time. 
  2. Templates are missing from your download and we cannot provide you the same templates shown on the site.
  3. You are not able to access the download. We will try to provide different mediums but if none of them work for you then we will refund your amount. Check our Refund Policy.  

7. What are the different types of payments accepted?

We accept PayPal, Apple Pay, Google Pay, Master Card , Amex and VISA. 

8. Do these templates work with Excel?

Yes, the templates are built using MS Office so will work on Excel.

9. Can the templates be customized or edited?

Yes, our templates can be edited and changed as you need. But reselling of templates is not allowed.

10. Why do you have a logo on the documents?

The ITSM Docs logo is only visible on the template images. We do not use logos on templates so you can customize the template as needed.

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