Project Portfolio Management Essentials for Leaders & PMs

Intended Organizations
Skill LevelFundamentals
Virtual | Live Trainer4 hours/day, 1 Day
In-Person | Onsite6 hours/day, 1 Day
Professional analyzing charts on dual monitors

Course Overview

Project Portfolio Management (PPM) describes how we manage the often-confusing mix of interrelated, dependent, and connected projects. PPM considers the big picture of all projects grouped together—past, present, and future—and calculates the optimal prioritization and sequencing of projects to maximize ROI. This program teaches you the fundamentals of PPM and the tools needed to become a PPM practitioner.

Learning Objectives

  • Recognize the fundamentals of PPM
  • Identify the processes involved in PPM
  • Manage project portfolios
  • Identify PPM techniques and best practices
  • Identify the factors involved in implementing a PMO
    in an organization

Who It's For

  • Project managers responsible for managing multiple projects and coordinating priorities.
  • Business leaders and senior managers involved in strategic planning and project selection.
  • PMO professionals who want to understand portfolio management and PMO implementation.
  • Program managers and project management professionals seeking to strengthen their PPM knowledge.
  • Decision-makers responsible for allocating resources, evaluating project value, and maximizing return on investment (ROI).

Course Agenda

Five modules · 14 topics
1Getting Started with PPMTopics 1–3
  1. Define Project Portfolio Management
  2. Describe Portfolio Management’s Relation Within the Organization
  3. Identify the Need for Portfolio Management
2Identifying Portfolio Management ProcessTopics 4–5
  1. Describe Portfolio Management Processes
  2. Define Portfolio Management Process Groups
3Managing Project PortfoliosTopics 6–10
  1. Examine the Selection of Projects
  2. Maintain the Portfolio
  3. Execute the Project Portfolio Management Process
  4. Identify Tools for Project Portfolio Management
  5. Implement Project Portfolio Management
4Examining PPM Techniques & Best PracticesTopics 11–12
  1. Identify PPM Techniques
  2. Outline the Effective Practices for PPM
5Implementing a PMOTopics 13–14
  1. Define the Relationship Between PPM and PMO
  2. Establish the Need to Implement a PMO

About our Trainers

PTR training instructor headshot
PTR training instructor headshot
PTR training instructor headshot

Our Mission

Our facilitators are committed to delivering the latest industry trends, job-specific best practices, and the essential soft and hard skills needed in today’s workforce. PTR offers small and large organizations the choice between onsite and virtual training. Collaborate with our specialists to address challenges, bridge skill gaps, and tailor the learning experience to meet your company’s goals.

Frequently Asked Questions

What is the Project Portfolio Management Essentials for Leaders & PMs course?

This course introduces the fundamentals of Project Portfolio Management (PPM), including how organizations select, prioritize, sequence, and manage multiple interconnected projects to maximize business value and return on investment.

Who should attend this Project Portfolio Management training?

The course is suitable for project managers, program managers, business leaders, senior managers, PMO professionals, and decision-makers involved in managing or overseeing project portfolios.

What is Project Portfolio Management (PPM)?

Project Portfolio Management is the coordinated management of a group of projects. It considers how projects are connected and dependent on one another, helping organizations prioritize and sequence projects according to their strategic value and expected return on investment.

Why is Project Portfolio Management important for organizations?

PPM helps organizations evaluate projects from a broader business perspective, establish priorities, manage dependencies, and allocate resources more effectively. It supports better decisions about which projects should be selected and how they should be managed.

What processes are involved in Project Portfolio Management?

The course introduces portfolio management processes and process groups. Participants learn how these processes support project selection, portfolio maintenance, execution, and implementation.

What is a Project Management Office (PMO)?

A Project Management Office (PMO) is an organizational function that supports and oversees project management practices. The course examines the relationship between PPM and PMO and the need for establishing a PMO within an organization.

What is the relationship between PPM and PMO?

PPM focuses on managing and prioritizing a collection of projects to maximize organizational value. A PMO provides an organizational structure for supporting project management practices. The course explains how these two functions relate to each other.

How does PPM help maximize return on investment (ROI)?

PPM helps organizations evaluate projects collectively, prioritize those with greater business value, and sequence interconnected projects effectively. This supports better investment decisions and helps maximize overall portfolio ROI.

Discover More Ways to Build Your Skills

Project Portfolio Management Essentials for Leaders & PMs

Request a Training Quote

Share your team’s goals, and we’ll recommend the right skills training.