Introduction
In today’s dynamic and uncertain global landscape, senior leaders are expected to prioritize investments, balance risks, and ensure the organization’s strategic goals are achieved. This course focuses on the mastery of Portfolio Management as a discipline of strategic decision-making and value delivery.
Course Objectives
- Align portfolios with enterprise strategy
- Improve investment decision-making processes
- Balance risks, resources, and value across complex portfolios
- Implement governance and prioritization frameworks
- Leverage analytics for portfolio optimization
Target Audience
(Same target audience list as provided)
Course Outline
- 5 Sections
- 0 Lessons
- 5 Days
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- Day 1: Portfolio Management in Strategic Leadership• Understanding portfolios in modern enterprises
• Linking strategy to investment selection
• Portfolio categories and prioritization structures
• Case studies: Strategic portfolio transformations0 - Day 2: Portfolio Prioritization Frameworks• Defining evaluation criteria (value, risk, cost, urgency)
• Decision matrices and scoring systems
• Scenario analysis for portfolio decisions
• Workshop: Prioritizing a sample portfolio0 - Day 3: Resource and Investment Optimization• Enterprise capacity and resource balancing
• Budgeting models for portfolio investment
• Managing trade-offs in constrained environments
• Practical activity: Resource optimization simulation0 - Day 4: Portfolio Governance and Risk Management• Establishing portfolio governance models
• Continuous oversight and performance review
• Identifying systemic portfolio risks
• Case study: Portfolio governance in global organizations0 - Day 5: Portfolio Analytics and Reporting• KPIs and dashboards for portfolio performance
• Using data for strategic decision-making
• Reporting to boards and executive stakeholders
• Final group project: Portfolio strategy and presentation0
Instructor
Lessons:
