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"







31266
32492
Start dates and details

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.
Monday, 13.10.2025
09:00 am - 5:00 pm
Tuesday, 14.10.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.

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.
Thursday, 18.12.2025
09:00 am - 5:00 pm
Friday, 19.12.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Tuesday, 03.03.2026
09:00 am - 5:00 pm
Wednesday, 04.03.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.

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.
Thursday, 21.05.2026
09:00 am - 5:00 pm
Friday, 22.05.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
Thursday, 02.07.2026
09:00 am - 5:00 pm
Friday, 03.07.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.

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.
Wednesday, 30.09.2026
09:00 am - 5:00 pm
Thursday, 01.10.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
In the training you will receive the reference book by Jörg Rietsch: Strategisches Projektportfolio-Management.
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
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.