The Project Portfolio Design & Portfolio Management Training Course by The British Academy For Training and Development provides a structured approach to establishing, evaluating, and managing portfolios of projects in alignment with organisational strategy. The programme develops practical expertise in Project Portfolio Management, portfolio governance, project selection, prioritisation, resource allocation, portfolio risk, and performance management.

Participants learn how to design a balanced portfolio, evaluate competing initiatives, connect investments with strategic planning, and strengthen decision-making through effective PMO structures. The course also addresses investment portfolio principles, portfolio optimisation, benefits realisation, governance frameworks, and executive reporting to support better allocation of organisational resources and improved strategic outcomes. It is part of Project Management Courses Training Courses under the Management category.

• Understand the principles, processes, and practices of Project Portfolio Management.
• Develop effective frameworks for project portfolio design.
• Align project investments with organisational strategy and strategic planning.
• Apply structured project selection and prioritisation techniques.
• Establish effective portfolio governance structures and decision-making processes.
• Evaluate project value, risk, benefits, resources, and strategic contribution.
• Improve portfolio resource allocation and investment decisions.
• Apply portfolio risk identification, assessment, and mitigation techniques.
• Strengthen PMO involvement in portfolio planning, governance, and performance monitoring.
• Develop portfolio performance indicators and executive reporting mechanisms.
• Manage portfolio changes, dependencies, constraints, and competing priorities.
• Support benefits realisation and continuous portfolio optimisation.

Target Audience

• Portfolio Managers
• Project Portfolio Management Professionals
• PMO Directors and PMO Managers
• Project Managers and Programme Managers
• Strategy and Business Planning Managers
• Investment and Resource Planning Professionals
• Project Governance Professionals
• Senior Managers and Executives
• Project Controls and Performance Management Professionals
• Transformation and Change Management Leaders
• Professionals responsible for project selection, portfolio governance, strategic planning, and investment decisions

Module 1: Fundamentals of Project Portfolio Management

• Principles of Project Portfolio Management
• Projects, programmes, and portfolios
• Portfolio management objectives
• Portfolio lifecycle
• Portfolio management roles and responsibilities
• Linking portfolios with organisational strategy

Module 2: Project Portfolio Design

• Project portfolio design
• Portfolio structure and classification
• Portfolio categories and strategic themes
• Defining portfolio objectives
• Balancing short-term and long-term initiatives
• Portfolio capacity and constraints
• Designing an effective portfolio framework

Module 3: Strategic Planning and Portfolio Alignment

• Strategic planning
• Translating strategy into project investments
• Strategic objectives and portfolio alignment
• Strategic themes and investment priorities
• Evaluating strategic contribution
• Managing portfolio alignment
• Linking business outcomes with project investments

Module 4: Project Selection and Prioritisation

• Project selection
• Project evaluation criteria
• Strategic, financial, operational, and technical assessment
• Scoring and ranking models
• Project prioritisation frameworks
• Comparing competing initiatives
• Selecting projects based on organisational value

Module 5: Portfolio Governance

• Portfolio governance
• Governance structures and decision rights
• Portfolio committees and approval processes
• Roles of executives, portfolio managers, and PMO
• Investment approval and stage-gate processes
• Governance policies and standards
• Escalation and decision-making mechanisms

Module 6: PMO and Portfolio Management

• PMO portfolio management
• PMO roles in portfolio governance
• Portfolio data and reporting
• Standardising portfolio processes
• Portfolio dashboards and performance information
• Supporting executive portfolio decisions
• Strengthening portfolio transparency and control

Module 7: Investment Portfolio and Financial Evaluation

• Investment portfolio principles
• Project investment evaluation
• Cost-benefit analysis
• Return on investment considerations
• Financial prioritisation
• Capital allocation
• Evaluating investment trade-offs

Module 8: Portfolio Risk and Dependency Management

• Portfolio risk management
• Identifying portfolio-level risks
• Risk aggregation and exposure analysis
• Project interdependencies
• Resource and capacity constraints
• Portfolio risk response strategies
• Managing uncertainty across the portfolio

Module 9: Portfolio Resource Management

• Portfolio resource allocation
• Capacity and demand analysis
• Human and financial resource planning
• Resource prioritisation
• Managing resource conflicts
• Optimising portfolio capacity
• Aligning resources with strategic priorities

Module 10: Portfolio Performance and Benefits Management

• Portfolio performance management
• Portfolio KPIs and performance indicators
• Benefits realisation
• Value and outcome measurement
• Portfolio health assessments
• Performance dashboards
• Corrective and optimisation actions

Module 11: Portfolio Balancing and Optimisation

• Portfolio balancing
• Risk versus return analysis
• Strategic versus operational investments
• Portfolio scenario analysis
• Optimising project mix
• Rebalancing portfolios based on changing priorities
• Managing portfolio changes and termination decisions

Module 12: Executive Reporting and Portfolio Improvement

• Portfolio reporting
• Executive dashboards and portfolio summaries
• Communicating portfolio performance
• Investment and resource recommendations
• Portfolio review processes
• Continuous portfolio improvement
• Establishing a sustainable Project Portfolio Management framework