Exam Preparation
PfMPPortfolio Management Professional
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English
Advanced
FACE 2 FACE
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Course Overview
Studies have consistently shown organizations today fail to implement their strategies. The failure rate differs among studies, but even the most optimistic puts the failure rate at 50% with some studies showing as high as 90%. One of the primary reasons for strategy implementation failure is poor project investment selection and poor organizational focus. This results in significant waste and ineffective use of precious assets and resources. Confronting the issue of investment selection and prioritization as well as limited resources, organizations must work “smarter” by focusing their limited resources on the most important and highest priority endeavors.
PMI™ created the PfMP® credential mainly focused on addressing this major gap in organizational project management. Portfolio management is commonly viewed as the apex of the project management professional ladder. Portfolio managers often plan mid-to upper level leadership roles, working with business executives to influence and determine project investments. The PfMP® certification provides the necessary credential and credibility to be at the same table with senior executives.
PMI™ and PfMP® are registered marks of Project Management Institute, Inc.
PMI™ created the PfMP® credential mainly focused on addressing this major gap in organizational project management. Portfolio management is commonly viewed as the apex of the project management professional ladder. Portfolio managers often plan mid-to upper level leadership roles, working with business executives to influence and determine project investments. The PfMP® certification provides the necessary credential and credibility to be at the same table with senior executives.
PMI™ and PfMP® are registered marks of Project Management Institute, Inc.
Key Takeaways
1
What are Portfolios, what is Portfolio Management and The five Portfolio Management knowledge areas
2
The interaction between Portfolio Management, Program / Project Management and Organization Strategy
3
The Role of the Portfolio Manager and other key roles in Portfolio Management
4
How to design, Prioritize, build the portfolio and manage the portfolio component relationships
5
The Three Portfolio Management Process Groups and the interactions among them
Project Management Institute
PMI is one of the world’s largest notfor-profit membership associations for the project management profession. Our professional resources and research empower more than 700,000 members, credential holders and volunteers in nearly every country in the world to enhance their careers, improve their organizations’ success and further mature the profession. PMI™ and PMP® are registered marks of Project Management Institute, Inc.
Course Outline
Day 1
Introductions and Expectations
→ Health, safety and logistical information
→ Introductions
→ Course content and agenda
→ Participant’s expectations
→ Introduction of the PfMP® certification track
→ Introductions
→ Course content and agenda
→ Participant’s expectations
→ Introduction of the PfMP® certification track
Defining Portfolio Management
→ Learning objectives
→ Domain description
→ Key definitions
→ What is portfolio management?
→ Projects, programs, portfolios
→ Areas of emphasis
→ Portfolio stakeholder management
→ Portfolio governance
→ Cost and benefit profile and the portfolio life cycle
→ Benefits management and portfolio management life cycles
Exercise
→ Domain description
→ Key definitions
→ What is portfolio management?
→ Projects, programs, portfolios
→ Areas of emphasis
→ Portfolio stakeholder management
→ Portfolio governance
→ Cost and benefit profile and the portfolio life cycle
→ Benefits management and portfolio management life cycles
Exercise
Day 2
The Portfolio Life Cycle
→ Overview of Life Cycle
→ Portfolio Management Information System (PMIS)
→ Governance within the Portfolio Life Cycle
→ Portfolio Management Information System (PMIS)
→ Governance within the Portfolio Life Cycle
Strategic Management
→ Strategy concepts
→ Supporting documentation andthe strategic plan
→ Planning and optimization
→ Organizational risk appetite
→ Managing strategic change
→ Supporting documentation andthe strategic plan
→ Planning and optimization
→ Organizational risk appetite
→ Managing strategic change
Day 3
Governance Management
→ Overview and Guiding Principles
→ The Concept of Governance
→ Effective Design Factors
→ Governance Roles
→ Capacity and Capability Management
→ Overview and Guiding Principles
→ Capacity Management and Planning
→ Supply and Demand (Management and Optimization)
→ Organization Capabilities (Assessment and Development)
→ Performance Management (Reporting, Analytics, and Balance)
→ The Concept of Governance
→ Effective Design Factors
→ Governance Roles
→ Capacity and Capability Management
→ Overview and Guiding Principles
→ Capacity Management and Planning
→ Supply and Demand (Management and Optimization)
→ Organization Capabilities (Assessment and Development)
→ Performance Management (Reporting, Analytics, and Balance)
Stakeholder Engagement
→ The Importance of Stakeholders
→ Overview and Guiding Principles
→ Definition and Identification
→ Analysis and Planning
→ Communications Approaches and Management
→ Overview and Guiding Principles
→ Definition and Identification
→ Analysis and Planning
→ Communications Approaches and Management
Day 4
Value Management
→ Overview (Guiding Principles, Definition, and Components)
→ Negotiating Expected Value
→ Maximizing Value
→ Assuring Value
→ Realizing Value
→ Measuring and Reporting Value
→ A Look at Tools
→ Risk Management
→ Overview and Guiding Principles
→ Portfolio Risk Planning
→ Portfolio Risk Identification
→ Portfolio Risk Assessment
→ Portfolio Risk Response
→ Negotiating Expected Value
→ Maximizing Value
→ Assuring Value
→ Realizing Value
→ Measuring and Reporting Value
→ A Look at Tools
→ Risk Management
→ Overview and Guiding Principles
→ Portfolio Risk Planning
→ Portfolio Risk Identification
→ Portfolio Risk Assessment
→ Portfolio Risk Response
Day 5
Exam Prep and Practice
→ Overview
→ Documenting experience
→ Submitting the application
→ Preparing to sit for the exam
Wrap Up/Next Steps
→ Documenting experience
→ Submitting the application
→ Preparing to sit for the exam
Wrap Up/Next Steps
Who Should Attend?
This highly practical and interactive course has been specifically designed for
This program is designed for Portfolio Managers, Senior Project Managers, Senior Team Leaders, Program Managers, Software Managers, and Senior Technical leaders who want to develop or improve their Portfolio Management knowledge and skills based on global standards and best practices. If you’re an executive or senior-level practitioner managing a portfolio of projects and programs aligned with organizational strategy and focused on doing the right work, then the PfMP is the right choice for you.
FAQ
What language will the course be taught in and what level of English do I need to take part in a LEORON training program?
Most LEORON courses are delivered in English. However, there are some courses offered in Arabic, mainly online. For our in-house courses, sessions can be curated and delivered in any language upon request. In general, the best way to confirm language availability is to check with our Enrollment Managers for the most up-to-date information. Simply click on “Let’s talk on WhatsApp” to chat with us directly.
What formats are the courses offered in?
LEORON delivers training in various formats including face-to-face, live virtual sessions, self-paced learning, in-house delivery as well as online courses.
Are LEORON Public courses certified by an official body/organization?
Yes, most LEORON public courses are accredited by internationally recognized bodies such as CIPD, ATD, PMI, EdEx, and many others—depending on the course.
Who accredits LEORON’s training programs?
LEORON partners with over 20 international bodies such as PMI, CIPD, ATD, EdEx, NASBA, CISI, GARP, HRCI, SHRM, ACCA, ASQ, IIA, ILM, IAC, and others
Are CPD points or PDUs provided?
Yes, learners can earn CPD credits and professional development units (PDUs) including NASBA CPEs, PMI PDUs, CISI, GARP, HRCI, SHRM, and more.
How can I register for a course?
You can register through our website by filling in the inquiry form, or by speaking directly with one of our consultants via WhatsApp or email. Once we confirm your interest, we’ll guide you through the steps.
When is the registration deadline for public courses?
Registration typically closes 14 days before the course start date, with occasional late registrations accepted upon confirmation
What is included in the course fee?
The fee generally covers 5-star venue facilities, training materials, certified instruction, lunches and refreshments, plus certification and membership where applicabl0065
Are there group rates or discounts?
Yes, group bookings and corporate-level discounts are available. Learners are encouraged to reach out to discuss specific arrangements
What support is available with registration?
Enrollment Managers and a Registration Desk assist with the entire process, including deadlines, travel logistics, and course customization. As well as any other special requests you might have. Simply to go your preferred course and click on “Let’s chat on WhatsApp” to do so.
Can I request a bespoke course at my location or within my organization?
Yes, in-house training is fully customizable in terms of curriculum, language, delivery, and timing. You can suggest dates and locations. Simply to go your preferred course and click on “Let’s chat on WhatsApp” in order to address any questions or concerns in this regards.
What is the refund or cancellation policy?
Refund and cancellation policies vary depending on the course type and location. Generally, cancellations made at least 14 days before the course start date may be eligible for a full or partial refund, while cancellations made closer to the course date may incur a fee. For exact terms, please consult your Enrollment Manager or refer to the course confirmation email.
Can I register multiple employees from my company?
Yes. We support group registrations and offer corporate packages for organizations enrolling multiple participants. Our team can help coordinate the logistics for group bookings.
Who should attend these courses?
LEORON caters to a variety of professionals: from those seeking leadership development to project managers, HR specialists, finance professionals, cybersecurity, procurement, Ai enthusiasts and many others.
Do I need prior experience or academic qualifications?
Not always. Many specialized paths, like cybersecurity, accept learners without prior experience. However, some courses (e.g., PMI PDU-based ones) may have recommended prerequisites. Its always better to chat with one of our Enrollment Managers to discuss more. Simply to go your preferred course and click on “Let’s chat on WhatsApp” to do so.
Will I receive a certificate after completing the course?
Yes. Upon full attendance and successful completion, you will receive a certificate of participation or accreditation, depending on the course.
Are meals and refreshments included in face-to-face courses?
Yes. For in-person courses, lunch and coffee breaks are provided daily at the venue.
Can LEORON deliver a course in-house at our organization?
Absolutely. All programs can be delivered privately at your company or virtually for your team, customized to match your internal goals and structure.
Reviews
- Review:IAMM Internal Audit Maturity ModelIn recognition of their dedication and contribution supporting IKEA Saudi Arabia in arranging training programs during 2017 & 2018, looking forward for more development and exciting effort this year. On behalf of IKEA Saudi Arabia, THANK YOU!Dalal KutbiCountry Learning & Development Manager at IKEA Saudi Arabia
- Review:Certified Professional in Quality and Patient SafetyDating back to 2014, Mobily’s “LEORON” experience has grown from a single collaboration to a long-term partnership. We consider ‘’LEORON” Institute as a strategic partner, whose contribution has been nothing but premium in equipping our staff with field-based knowledge and information. Past three years have resulted with an expanded collaboration with superior customer service and support. Best Regards,Turki S. AlsahaanDir L&D, Talent Management at Mobily, Etihad Etisalat Company
- Review:Certified Professional in Quality and Patient SafetySince the partnership was signed between BAE Systems Saudi Development & Training and LEORON in 2017, we have been working together to offer the Saudi market a complete portfolio of training solutions benefiting from the wide and extensive experience of both parties. Recognizing the great success of this partnership, we are looking for further collaborations in the future that will position both companies as one of the leading training providers in Saudi Arabia. We thank the LEORON team for their full cooperation and continuing support, and look forward to further success together in the years to come.Emad AlrajihVP, Business Winning at BAE Systems Saudi Development & Training
- Review:Certified Professional in Quality and Patient SafetyWe have been working with LEORON for the past two years and will be working with them again this upcoming year. The programs they delivered were fruitful and exciting and our organization has received positive feedback from the participants. What our organization aims to do is to provide at no cost training for all the private sector employees so that they may benefit from our offered programs in Innovation and Professional development. Leoron has helped us achieve this goal. We look forward to continuing this service and wish them the best of luck. Regards,Nasser M. Al-SubaieSr. Program Officer, Enterprise Learning & Human Development at Kuwait Foundation for the Advancemen
