Portfolio management

Portfolio management as a separate discipline - benefits, task and role in the company

• What do you want to control via portfolio management, and with what objectives?
• What benefits do you want and can you achieve?
• Understand portfolio management as part of corporate planning and as an important component of strategic project controlling.
• Use portfolio management to select, prioritize and approve projects and portfolios and to monitor results from a strategic and economic perspective.
• Portfolio management in an agile environment: how important is portfolio management in agile organizations or in an agile environment and what exactly needs to be considered?
• Presentation: Committees, responsible persons and dates.
• The definition of key figures in portfolio management.
• Differentiation from the "related" disciplines of individual project, multi-project and program management.

Create and monitor portfolios

• The formulation of portfolio targets and the management of projects.
• Methods for selection and prioritization (strategy, costs, benefits, regulatory restrictions, etc.).
• Create and approve the portfolio and release the projects.
• Monitor and actively manage the portfolio.
• Risk management and reporting in portfolio management.

Ensuring acceptance

• How to ensure that painstakingly built-up processes and successes in portfolio management do not fall victim to resistance, cost-cutting measures and reorganizations.
• Successful information management, expectation management, participation management, stakeholder communication.
• Top-down approach vs. bottom-up approach: methods for implementing portfolio management processes, methods and software.

Portfolio management in live operation

• We use a practical case to show you how to operate portfolio management with a high degree of maturity.