Portfolio management advanced - lean & agile

Successful strategy implementation in times of change

This training is held in German.
VUCA is more than just a buzzword! Companies are clearly feeling the effects of constant change. Strategic, economic and operational measures must be initiated and considered holistically. Agile portfolio management is a key discipline in strategic and agile corporate management. It combines strategy and portfolio planning and ensures effective implementation - taking into account all relevant framework conditions. In this training training course (more information under "Recommended for"), you will learn how to successfully apply the method in agile and classic organizational forms.

Contents

Agile & strategic portfolio management - role, benefits & tasks

  • What is agile, strategic portfolio management?
  • Difference between portfolio process control and portfolio management.
  • Linking strategic and operational corporate planning.
  • Classic vs. agile approach in portfolio management.
  • Collaboration with agile methods and frameworks such as SAFe and OKR.

Top-down portfolio planning and management

  • Agile and strategic top-down portfolio management: strategic management of measures, top-down initiation including target setting, bottom-up target achievement in planning and implementation.
  • Formulation of portfolio targets with the portfolio canvas.
  • Initiating strategically relevant projects and initiatives.
  • Initiation of operationally necessary, regulatory and economically motivated projects and initiatives.
  • The most important key figures in portfolio planning and portfolio implementation.
  • Create portfolio scenarios, make decisions at top management level.
  • Responsibilities for portfolios and sub-portfolios.
  • Approve portfolio and release projects.
  • Monitor and actively manage the portfolio.
  • Lean capacity management for bottleneck control.
  • Risk management in the project portfolio.
  • Reporting.

Indispensable: Create acceptance!

  • Implement, establish and protect portfolio management processes.
  • Successful 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

  • Practical examples and software simulation: how agile portfolio management and lean capacity management "feels".

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.

Your benefit

  • Classic vs. agile - you understand the difference between process-oriented and agile, strategic portfolio management.
  • Strategic planning & control - You will recognize how agile portfolio management supports the corporate strategy and which do's and don'ts you should consider.
  • From theory to practice - you will receive tried and tested methods and arguments for establishing portfolio management in your company.
  • Hands-on portfolio canvas - you define portfolio goals, discuss them with other attendees and derive concrete initiatives.
  • Opportunities & focus - You understand why portfolio management is a central component of an agile, strategically oriented organization.
  • Insight into proven frameworks - you will learn the basics of SAFe (Scaled Agile Framework) and OKR (Objectives and Key Results).

After attending this seminar, you will receive a confirmation of 13.00 PDUs.

Methods

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

Recommended for

Executives from companies, associations and public institutions, strategy managers, organizational developers, portfolio managers, project management offices, multi-project managers.

Enterprise Executives, Business Owners, Enterprise Architects, Agile Portfolio Operations, Business partners, Center of Excellence, Guild or Chapter Lead.

 

Prerequisite for participation

This is an training training course. Do you already have experience in portfolio management? Are you yourself in a responsible role as a project portfolio manager and/or do you already have experience in designing and participating in project portfolio management processes? Then you've come to the right place! Otherwise, take a look at the invitation to tender for our training training course (under "Further recommendations").

Further recommendations for "Portfolio management advanced - lean & agile"

Seminar evaluation for "Portfolio management advanced - lean & agile"

4.4 from 5
with 109 ratings
training content:
4.1
Content comprehensibility:
4.5
Practical relevance:
4.2
Trainer expertise:
4.8
Participant orientation:
4.8
Method variety:
4.3
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 (13.00)
PDU Ways of Working:
5.00
PDU Power Skills:
3.00
PDU Business Acumen:
5.00

Total PDUs:
13.00
PDUs Online (13.00)
PDU Ways of Working:
5.00
PDU Power Skills:
3.00
PDU Business Acumen:
5.00

Total PDUs:
13.00
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 freely 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.

Overview of PDU points
PDUs presence (13.00)
PDU Ways of Working:
5.00
PDU Power Skills:
3.00
PDU Business Acumen:
5.00

Total PDUs:
13.00
PDUs online (13.00)
PDU Ways of Working:
5.00
PDU Power Skills:
3.00
PDU Business Acumen:
5.00

Total PDUs:
13.00
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 freely 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.

On-site training together
Booking number
31266
€ 1.490,- plus VAT
2 days
in 6 locations
6 Events
PDUs: 13.0
German
In-person trainings
Joint online training
Booking number
32492
€ 1.490,- plus VAT
2 days
Online
4 Events
PDUs: 13.0
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

Interview with Jörg Rietsch

Orientation in times of transformation - optimally shaping the project landscape with portfolio management

Start dates and details

  Select time period
0 events
24.09.2025
Live-Online
Booking number: 32492
€ 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

Wednesday, 24.09.2025

09:00 am - 5:00 pm

Thursday, 25.09.2025

09:00 am - 5:00 pm

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

13.10.2025
Munich
Booking number: 31266
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Hotel Excelsior by Geisel
Hotel Excelsior by Geisel
Schützenstr. 11, 80335 Munich
Room rate: € 145,58 plus VAT.
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days

Monday, 13.10.2025

09:00 am - 5:00 pm

Tuesday, 14.10.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. 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.

02.12.2025
Live-Online
Booking number: 32492
€ 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

Tuesday, 02.12.2025

09:00 am - 5:00 pm

Wednesday, 03.12.2025

09:00 am - 5:00 pm

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

18.12.2025
Mannheim
Booking number: 31266
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Dorint Kongresshotel
Dorint Congress Hotel
Friedrichsring 6, 68161 Mannheim
Room rate: € 136,53 plus VAT.
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days

Thursday, 18.12.2025

09:00 am - 5:00 pm

Friday, 19.12.2025

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. 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.

03.03.2026
Hamburg
Booking number: 31266
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Radisson Blu Hotel Hamburg Airport
Radisson Blu Hotel Hamburg Airport
Flughafenstraße 1-3, 22335 Hamburg
Room rate: € 134,45 plus VAT.
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days

Tuesday, 03.03.2026

09:00 am - 5:00 pm

Wednesday, 04.03.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. 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.

26.03.2026
Live-Online
Booking number: 32492
€ 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

Thursday, 26.03.2026

09:00 am - 5:00 pm

Friday, 27.03.2026

09:00 am - 5:00 pm

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

21.05.2026
Stuttgart
Booking number: 31266
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Holiday Inn
Holiday Inn
Mittlerer Pfad 25-27, 70499 Stuttgart
Room rate: € 128,31 plus VAT.
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days

Thursday, 21.05.2026

09:00 am - 5:00 pm

Friday, 22.05.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. 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.

02.07.2026
Düsseldorf
Booking number: 31266
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Sheraton Düsseldorf Airport Hotel
Sheraton Düsseldorf Airport Hotel
Terminal Ring 4, 40474 Düsseldorf
Room rate: € 161,10 plus VAT.
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days

Thursday, 02.07.2026

09:00 am - 5:00 pm

Friday, 03.07.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. 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.

12.08.2026
Live-Online
Booking number: 32492
€ 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

Wednesday, 12.08.2026

09:00 am - 5:00 pm

Thursday, 13.08.2026

09:00 am - 5:00 pm

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

30.09.2026
Berlin
Booking number: 31266
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
art`otel Berlin Mitte
art`otel Berlin Mitte
Wallstraße 70-73, 10179 Berlin
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days

Wednesday, 30.09.2026

09:00 am - 5:00 pm

Thursday, 01.10.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. 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.

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 31266
€ 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.
Participants will be charged directly by the hotel for their hotel accommodation. 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.

Booking number: 32492
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days

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

Book later
You are welcome to make a non-binding advance reservation.
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
Also bookable as in-house training
demand-oriented adaptations possible
on-site or live online for multiple employees
save time and traveling expenses
Please note: We use third-party tools for selected events. Personal data of the participant will be passed on to them for the implementation of the training offer. You can find more information in our privacy policy.

About us - The Haufe Akademie

Your optimizer, innovator and companion since 1978 -
Your professional partner for professional development and seminars, training courses and topical conferences.

Whether on site, live online or in-house - our customised solutions, our claim to the highest level of consulting expertise and training tailored to your needs simplify the acquisition of skills for the working world of the future and sustainably facilitate professional development.

A wide range of seminars, individual coaching and our flexible formats support HR managers and decision-makers in shaping the future and developing employees, in-house teams and companies.

Experience the benefits of online training from the comfort of your own home. Our online formats meet the highest quality standards and are in no way inferior to face-to-face events in terms of practical relevance. Learn together live online in interactive groups or digitally at a time of your choice.

2,500+ further training
600,000+ apprentices per year
Over 95% positive reviews
2,500 trainers and coaches
17,500+ training courses held per year
Call us or send an email

Do you have any questions?

We are there for you Monday to Friday 8:00 a.m. - 5:00 p.m.

Stephanie Göpfert

Head of Customer Service

*Mandatory fields
FAQs

Questions & Answers

In our Questions & Answers (FAQ) section, you will find all the answers and the most frequently asked questions about your selected topic.