Strategic Portfolio Management

Overview
Course Outline
Scheduled Dates

Course Overview

In a world of constant change, leaders must ensure that their organisations are investing in the right projects, at the right time, for the right value. This 10-day course provides senior professionals with the tools, governance structures, and strategic insight needed to lead and oversee enterprise-wide portfolios.

Participants will explore how to align portfolio decisions with corporate strategy, manage competing priorities, optimise resource allocation, and track progress toward business outcomes. The course blends theory and practice, enabling leaders to balance risk, innovation, and performance in a dynamic environment.

Objective:

By the end of this course, participants will be able to:

Understand the key principles and value drivers of portfolio management
Align portfolios with organisational strategy, goals, and risk appetite
Prioritise and evaluate programmes, projects, and investments
Lead stakeholder communication, reporting, and change enablement
Use data to assess performance and inform decision-making
Balance short-term delivery with long-term value and sustainability
Apply governance structures to drive accountability and strategic alignment
Build portfolio dashboards and performance frameworks
Lead teams through change, ambiguity, and transformation
Monitor benefits realisation and optimise value over time

Course Outline

Day 1: Portfolio Management Foundations

Portfolio vs. programme vs. project
Strategic alignment and the role of portfolio leadership
Enterprise value delivery and decision hierarchy
Governance and oversight responsibilities

Day 2: Strategic Planning and Portfolio Design

Linking corporate strategy to portfolio design
Setting strategic objectives and investment themes
Defining portfolio structures and categories
Building a roadmap for portfolio delivery

Day 3: Portfolio Selection, Prioritisation & Approval

Business case evaluation and scoring criteria
Balancing innovation, risk, and return
Portfolio balancing techniques and funding models
Approval gates and review committees

Day 4: Portfolio Governance and Stakeholder Alignment

Governance structures and escalation pathways
Roles and responsibilities at all levels
Engaging executive sponsors and business units
Decision-making cadence and protocols

Day 5: Risk, Dependencies & Resource Management

Identifying and managing cross-portfolio risks
Mapping interdependencies and constraints
Resource allocation and capacity planning
Portfolio risk appetite and tolerance

Day 6: Performance Management & Dashboards

Building KPIs and portfolio performance metrics
Creating executive dashboards and visualisations
Progress reporting and tracking delivery
Adapting plans based on insight and performance

Day 7: Benefits Realisation and Value Tracking

Establishing measurable outcomes and success criteria
Capturing benefits at programme and project levels
Real-time value tracking and early warnings
Benefits ownership and accountability

Day 8: Leading Change through Portfolio Delivery

Driving transformation through strategic portfolios
Aligning people, processes, and systems
Navigating resistance and ambiguity
Change enablement strategies for portfolio teams

Day 9: Tools, Technology and Digital Portfolios

Portfolio management tools
Data analytics and reporting automation
Agile and hybrid portfolios
AI and digital insights in portfolio decision-making

Day 10: Review, Maturity & Future Portfolio Trends

Conducting portfolio health checks and maturity assessments
Scaling portfolio capabilities across the organisation
Integrating ESG, sustainability, and resilience thinking
The future of strategic portfolio leadership

Schedule & Fees

3 For 2Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

Select Month

All
July
November

Location

All
London

New

London

$10,100

Duration: 2 Week

date: 28 Jul - 08 Aug 2025

New

London

$10,100

Duration: 2 Week

date: 17 - 28 Nov 2025

Contract and Project Management

Strategic Portfolio Management

Duration:2 Week

date:28 Jul - 08 Aug 2025

London

$10,100

CPD Standards

Employees of professional or formally regulated bodies are generally expected to have CPD accredited training. This type of accreditation ensures that the training is knowledgeable, informed and constantly updated. It ensures our standards as a company are kept high and consistent.

100000+ Members in
59+ Countries with
3000+ Chapters

Why Choose London Training For Excellence?

Reliability

We will never cancel a confirmed booking
Support

We offer around the clock support
Tailored

We customise our courses to suit your personal learning needs
Quality

Our courses are delivered by highly experienced industry experts
Recognition

All our courses are accredited by the CPD Standards Agency

Frequently Asked Questions

How can training courses be used as a company benefit?

Training is hugely beneficial to both yourself and your company. It enables you to employ new technologies, increases your productivity and enables you to be more autonomous. Have a look here at our infographic on the importance of training and development!

How often do you update your course content to ensure relevancy?

Our course content is constantly reviewed and updated to ensure we stay up to date with all the latest trends. After every course is completed we review the feedback and improve the material where necessary.

Do you keep your classroom environment and instructional methodologies current with today’s real-world workplace?

Yes, we focus our training on ‘real-world’ scenarios and our trainers are all highly experienced and skilled in their relevant fields.

Are your courses eligible for professional certification?

Yes, we offer certification with all our courses, every course is entitled to CPD (Continuous Professional Development) hours which you can put towards your professional portfolio.

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