Contents
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 to and can you achieve?
- Portfolio management as part of corporate planning.
- Portfolio management as an important component of strategic project controlling.
- Portfolio management as a method for selecting, prioritizing and approving projects and portfolios as well as monitoring results from a strategic and economic perspective.
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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?
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Portfolio management as the basis for structured specifications for project management.
- Related disciplines: Definition and differentiation of single project, multi-project and program management.
- Committees, responsible persons and dates.
- Key figures in portfolio management: The truth about key figures, definition of key figures.
Create and monitor portfolios
- Formulation of portfolio targets.
- Control of projects.
- Methods for selection, prioritization (strategy, costs, benefits, regulatory restrictions, etc.).
- Create a portfolio, make a decision.
- Approve portfolio and release projects.
- Monitor and actively manage the portfolio.
- How do you recognize capacities and bottlenecks without detailed resource planning?
- Risk management.
- Reporting.
Ensuring acceptance
- How do you ensure that the hard-won processes and successes in portfolio management do not fall victim to resistance, cost-cutting measures and reorganization?
- Stakeholder communication.
- Information management, expectation management, participation management.
- 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.
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.
Your benefit
- You will recognize the opportunities for enhanced corporate planning/management through the use of portfolio management. We discuss the requirements for successful implementation and also go into detail about the pitfalls.
- By conveying theory and tried-and-tested methods, you will receive arguments, suggestions and approaches for establishing portfolio management in your company.
- They develop examples of key performance indicators and discuss these with the other participants.
- They recognize the focal points and the associated opportunities of portfolio management as an important but also independent part of the project and portfolio management organization.
After attending this seminar, you will receive a confirmation of 12.50 PDUs.
Methods
Input, practical experience reports, discussion and exchange of experience, group work.
Input, practical experience reports, discussion and exchange of experience, group work.
Recommended for
Executives from companies, associations and public institutions, portfolio managers, project management offices, program managers, multi-project managers and project controllers.
Further recommendations for "Portfolio management"
Attendees comments
"I gained a good insight into the practice and learned which tools are suitable and useful."
"Good exchange and practical exercises. I take away specific points from the training that I will (continue to) work on."
"I particularly liked the mixture of input and participation in group work."
"I particularly liked the relaxed atmosphere, the documents, the practical examples and the food at the hotel. "
"A lot of knowledge was imparted with practical examples."
Seminar evaluation for "Portfolio management"
PDUs In-person (12.50)
PDUs Online (12.50)
2216
PDUs: 12.5
32905
PDUs: 12.5
Start dates and details
Monday, 14.07.2025
09:00 am - 5:30 pm
Tuesday, 15.07.2025
09:00 am - 4:30 pm
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Thursday, 25.09.2025
09:00 am - 5:30 pm
Friday, 26.09.2025
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Wednesday, 15.10.2025
09:00 am - 5:30 pm
Thursday, 16.10.2025
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Wednesday, 05.11.2025
09:00 am - 5:30 pm
Thursday, 06.11.2025
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Tuesday, 25.11.2025
09:00 am - 5:30 pm
Wednesday, 26.11.2025
09:00 am - 4:30 pm
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Wednesday, 10.12.2025
09:00 am - 5:30 pm
Thursday, 11.12.2025
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Monday, 02.02.2026
09:00 am - 5:30 pm
Tuesday, 03.02.2026
09:00 am - 4:30 pm
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Thursday, 19.03.2026
09:00 am - 5:30 pm
Friday, 20.03.2026
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Thursday, 28.05.2026
09:00 am - 5:30 pm
Friday, 29.05.2026
09:00 am - 4:30 pm
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Wednesday, 24.06.2026
09:00 am - 5:30 pm
Thursday, 25.06.2026
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Tuesday, 07.07.2026
09:00 am - 5:30 pm
Wednesday, 08.07.2026
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Wednesday, 26.08.2026
09:00 am - 5:30 pm
Thursday, 27.08.2026
09:00 am - 4:30 pm
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Wednesday, 09.09.2026
09:00 am - 5:30 pm
Thursday, 10.09.2026
09:00 am - 4:30 pm
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Training is guaranteed to take placeThe next booking ensures this course will take placeThe participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
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