The Basics of Portfolio Management for Project Managers

About the Course:

This course introduces project managers to the core concepts of portfolio management and explains how portfolios differ from programs and projects. Participants will learn how organizations select, prioritize, and govern projects to ensure alignment with strategic objectives and resource constraints. Through practical examples, the course demonstrates how project managers can think and act with a portfolio mindset to improve decision-making, value delivery, and organizational outcomes.

Course Objectives:

• Understand the difference between projects, programs, and portfolios.
• Explain the purpose and value of portfolio management.
• Identify key portfolio management processes such as prioritization and balancing.
• Recognize how project managers contribute to portfolio-level success.
• Apply a portfolio mindset to everyday project decisions.

Who is the Target Audience?

• Project managers, aspiring program and portfolio managers, PMO staff, business analysts, and professionals seeking to understand how projects connect to organizational strategy.

Basic Knowledge:

• Basic familiarity with project management concepts is recommended. 
• No prior experience with portfolio management is required.