Portfolio management

Optimally aligning and managing the project landscape

This training is held in German.
Companies need to consider both short-term returns and projects that affect their long-term profitability. The project and investment landscape is characterized by financial constraints and capacity bottlenecks. As a result, strategic and economic alignment and the associated risks must be optimized. Use portfolio management as a supplement to corporate management, to optimize your project landscape and to increase transparency across the project and portfolio life cycle.

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.
  • 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?

  • 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

In-person events

Input, practical experience reports, discussion and exchange of experience, group work.

Live online events

Input, practical experience reports, discussion and exchange of experience, group work.

The following third-party tool can be used in the event:

Recommended for

Executives from companies, associations and public institutions, portfolio managers, project management offices, program managers, multi-project managers and project controllers.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Portfolio management"

Attendees comments

"I gained a good insight into the practice and learned which tools are suitable and useful."

Mathias Neumann
Deutsche Telekom AG, Magdeburg

"Good exchange and practical exercises. I take away specific points from the training that I will (continue to) work on."

Daniela Dormeier
DB SCHENKER AG, Essen

"I particularly liked the mixture of input and participation in group work."

Michael Ries
IT.Lower Saxony

"I particularly liked the relaxed atmosphere, the documents, the practical examples and the food at the hotel. "

Ina Herlitz
SV Savings Banks Insurance

"A lot of knowledge was imparted with practical examples."

Falk Pfützner
Police Saxony

Seminar evaluation for "Portfolio management"

4.6 from 5
with 351 reviews
training content:
4.3
Content comprehensibility:
4.5
Practical relevance:
4.4
Trainer expertise:
4.9
Participant orientation:
4.8
Method variety:
4.5
View into the product

Here you can get impressions of the training as well as information about the training topic.

Overview of PDU points
PDUs In-person (12.50)
PDU Ways of Working:
5.00
PDU Power Skills:
0.50
PDU Business Acumen:
7.00

Total PDUs:
12.50
PDUs Online (12.50)
PDU Ways of Working:
5.00
PDU Power Skills:
0.50
PDU Business Acumen:
7.00

Total PDUs:
12.50
Already PMI®-certified? Then collect PDUs!

If you are already PMI®-certified, you must continuously collect so-called PDUs (Professional Development Units) in order to maintain your certification. As a Project Management Professional PMP®, for example, you need 60 PDUs within three years, 35 of which must be in the "Education" category. All further training measures must be selected in such a way that, in total, each of the 3 competence fields of the "Talent Triangle®"

  • Ways of Working
  • Power Skills
  • Business Acumen

PMI Talent Triangle®

Each of them is covered with a minimum of 8 PDUs. The remaining training PDUs can be selected between the competencies. Haufe Akademie is an Authorized Training Partner of PMI ® and authorized to grant PDUs for participation in qualification measures. To this end, we have created an overview of the number of PDUs per offer for you:

PMI, PMP, the PMI Registered Education Provider logo, the Talent Triangle, and the Talent Triangle logo are registered trademarks of Project Management Institute, Inc.

Articles, interviews or whitepapers on the topic

Portfolio management: Island or world map in view?

Can you afford to implement the wrong projects? Introducing portfolio management is a new and important trend in many companies that map many of their activities via projects as an organizational form. Realizing projects is one thing - having a method to support corporate management with portfolio management is what adds value to corporate projects. It is often the case that [...]

Learn more here

Overview of PDU points
PDUs presence (12.50)
PDU Ways of Working:
5.00
PDU Power Skills:
0.50
PDU Business Acumen:
7.00

Total PDUs:
12.50
PDUs online (12.50)
PDU Ways of Working:
5.00
PDU Power Skills:
0.50
PDU Business Acumen:
7.00

Total PDUs:
12.50
Already PMI®-certified? Then collect PDUs!

If you are already PMI®-certified, you must continuously collect so-called PDUs (Professional Development Units) in order to maintain your certification. As a Project Management Professional PMP®, for example, you need 60 PDUs within three years, 35 of which must be in the "Education" category. All further training measures must be selected in such a way that, in total, each of the 3 competence fields of the "Talent Triangle®"

  • Ways of Working
  • Power Skills
  • Business Acumen

PMI Talent Triangle®

Each of them is covered with a minimum of 8 PDUs. The remaining training PDUs can be selected between the competencies. Haufe Akademie is an Authorized Training Partner of PMI ® and authorized to grant PDUs for participation in qualification measures. To this end, we have created an overview of the number of PDUs per offer for you:

PMI, PMP, the PMI Registered Education Provider logo, the Talent Triangle, and the Talent Triangle logo are registered trademarks of Project Management Institute, Inc.

Articles, interviews or whitepapers on the topic

Portfolio management: Island or world map in view?

Can you afford to implement the wrong projects? Introducing portfolio management is a new and important trend in many companies that map many of their activities via projects as an organizational form. Realizing projects is one thing - having a method to support corporate management with portfolio management is what adds value to corporate projects. It is often the case that [...]

Learn more here

On-site training together
Booking number
2216
€ 1.490,- plus VAT
2 days
in 6 locations
6 Events
PDUs: 12.5
German
In-person trainings
Joint online training
Booking number
32905
€ 1.490,- plus VAT
2 days
Online
3 Events
PDUs: 12.5
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
2 days
In-person or Online

Start dates and details

  Select time period
0 events
24.06.2025
Cologne
Booking number: 2216
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Maternushaus Köln
Maternus House Cologne
Kardinal-Frings-Straße 1-3, 50668 Cologne
Room rate: € 78,30 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Tuesday, 24.06.2025

09:00 am - 5:30 pm

Wednesday, 25.06.2025

09:00 am - 4:30 pm

Fee includes

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

14.07.2025
Live-Online
Booking number: 32905
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
2 days

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

25.09.2025
Stuttgart
Booking number: 2216
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Park Inn
Hauptstätter Str. 147, 70178 Stuttgart
Room rate: € 125,33 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Thursday, 25.09.2025

09:00 am - 5:30 pm

Friday, 26.09.2025

09:00 am - 4:30 pm

Fee includes

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

15.10.2025
Hamburg
Booking number: 2216
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Arcotel Rubin
Arcotel Rubin
Steindamm 63, 20099 Hamburg
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Wednesday, 15.10.2025

09:00 am - 5:30 pm

Thursday, 16.10.2025

09:00 am - 4:30 pm

Fee includes

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

05.11.2025
Frankfurt a. M./Bad Nauheim
Booking number: 2216
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
DOLCE Hotels & Resorts Bad Nauheim
DOLCE Hotels & Resorts Bad Nauheim
Elvis-Presley-Platz 1, 61231 Frankfurt a. M./Bad Nauheim
Room rate: € 144,39 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Wednesday, 05.11.2025

09:00 am - 5:30 pm

Thursday, 06.11.2025

09:00 am - 4:30 pm

Fee includes

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

25.11.2025
Live-Online
Booking number: 32905
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
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zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

10.12.2025
Cologne
Booking number: 2216
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Ameron Hotel Regent
Ameron Hotel Regent
Melatengürtel 15, 50933 Cologne
Room rate: € 128,03 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Wednesday, 10.12.2025

09:00 am - 5:30 pm

Thursday, 11.12.2025

09:00 am - 4:30 pm

Fee includes

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

02.02.2026
Live-Online
Booking number: 32905
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

19.03.2026
Munich/Feldkirchen
Booking number: 2216
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Hotel Bauer Feldkirchen
Hotel Bauer Feldkirchen
Münchner Str. 6, 85622 Munich/Feldkirchen
Room rate: € 120,27 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days

Thursday, 19.03.2026

09:00 am - 5:30 pm

Friday, 20.03.2026

09:00 am - 4:30 pm

Fee includes

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
The next booking ensures this course will take place
Booking number: 2216
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Fee includes

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 textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

Booking number: 32905
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days

In the training you will receive the textbook by Jörg Rietsch: Strategisches Projektportfolio-Management.

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