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Project Portfolio Management

Information on the training

Available on your premises or remotely
7h30

🔸Context and Challenges

In a context of multiplying projects and limited resources, organizations face major challenges in terms of prioritization, arbitration, and strategic alignment. Without structured management of their project portfolio, they risk fragmentation, resource overconsumption, or loss of value.

Businesses of all sizes face key challenges, such as:

  • Difficulty in prioritizing and selecting the right projects

  • Competition for limited resources across initiatives

  • Lack of alignment between projects and strategic objectives

🔸 Training Benefits

This training program enables participants to:

  • Master the principles and tools of project portfolio management

  • Learn how to arbitrate and align projects with strategic objectives

  • Establish effective portfolio governance

  • Promote objective and transparent decision-making

🔸Key Strengths of the Training

  1. Hands-on training with practical exercises and concrete tools

  2. Suitable for all levels of project management experience

  3. Content tailored to the participants’ strategic context

  4. Optimized balance between theory and practice for direct application

🔸 Objectives

1. Evolution Objectives

By the end of the training, participants will be able to:

  • Manage a project portfolio in alignment with the company’s strategy

  • Handle budgetary, human, and time-related trade-offs between projects

  • Implement effective governance and monitoring mechanisms

2. Learning Objectives

Participants will acquire:

  • Understand project selection criteria (value, risk, strategic relevance)

  • Master portfolio balancing (short vs. long term, innovation vs. optimization)

  • Know how to establish a governance and regular evaluation process

  • Use tools such as dashboards, scoring matrices, and decision-making frameworks

🔸 Example of Practical Application

  • Actively participate in preparing the company’s annual budget by collecting necessary data and creating realistic financial projections

  • Analyze variances between monthly forecasts and actual results, identify the causes of deviations, and propose adjustments for future periods

  • Use financial models to evaluate the viability of new projects, integrating variables such as costs, anticipated revenues, and potential risks.

Training plan

9h00 - 9h30
Welcome and Presentation of Objectives
9h30 - 10h45
Defining Project Selection Criteria
11h00 - 12h15
Balancing Your Project Portfolio
13h15 - 14h15
Portfolio Governance and Review Mechanisms
14h15 - 15h15
Tools and Techniques: Dashboards, Decision Matrices
15h30 - 16h30
Practical Workshop: Portfolio Evaluation and Simulation
16h30 - 17h30
Complete Case Study
17h30 - 18h00
Conclusion – Personal Action Plan
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Target Audience:

This training is intended for professionals involved in leading strategic projects and managing project portfolios, including:

  • PMO (Project Management Office) Managers

  • Program or Project Directors

  • Senior Project Managers

  • Operational Managers involved in strategic prioritization

  • Business Leaders or Strategic Decision-Makers

Educational Resources:

  • Teaching materials: Use of PowerPoint presentations to illustrate key concepts and project phases

  • Theoretical presentations: Clear and concise explanation of the fundamentals of Financial Forecast Management

  • Interaction and participation: Interactive Q&A sessions to encourage participant engagement and address their questions

Instructional Methods:

  • Active and inquiry-based method: Promote participant engagement through discussions and questioning

  • Participatory approach: Encourage reflection and peer-to-peer exchanges to strengthen collective understanding

Training Format:

  • In-person training allowing real-time interaction and personalized follow-up

  • Interactive format with regular exchanges to answer questions and stimulate critical thinking

Evaluation and Follow-up:

  • Immediate evaluation at the end of the training (debrief on any gaps)

  • Implementation of tools to ensure proper follow-up (attendance sheet, training certificate)

  • Delayed evaluation (recommended after 3 or 6 months)

Maximum team
5 people
Prerequisites
None, experience in project management is an asset
Cost per person
1 075€ HT - 1 290€ TTC
Qualiopi Certified Training Organization – Training Activity (L.6313-1)
Training eligible for public–private OPCO funding in France