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IRM UK | Advanced Portfolio Management: From Projects-Driven to Goals-Driven Investment in Change
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This intensive and interactive workshop focuses on how to design and use a goals-driven portfolio, transform from a projects-driven investment culture, and multiply the value of your organisation’s Portfolio Management capabilities – Portfolio Managers, Architects and Business Analysts.

 Export to Your Calendar 11/28/2019 to 11/29/2019
When: 28 - 29 November 2019
Thursday and Friday
Where: Map this event »
etc.venues Marble Arch
Garfield House
86 Edgware Rd
London W2 2EA
United Kingdom
Presenter: Chris Potts
Contact: +44 (0)20 8866 8366

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  IRM UK                                                                                        

Advanced Portfolio Management: From Projects-Driven to Goals-Driven Investment in Change



Use code AEA10 to receive 10% AEA member discount when registering!!

Register On-line:
28 - 29 November 2019, London

Seminar Fee 
£1,295 + VAT (£259) = £1,554

Overview

Organisations that excel at investing in change use a goals-driven portfolio.  They prioritise their goals, invest more in their priority goals, and choose projects that can achieve those priorities with the lowest-possible risks and resources.   This intensive and interactive workshop focuses on how to design and use a goals-driven portfolio, transform from a projects-driven investment culture, and multiply the value of your organisation’sPortfolio Management capabilities – Portfolio Managers, Architects and Business Analysts.

A goals-driven portfolio is essential for making agile investment decisions.  As rapidly as the market changes, and today’s projects vary in their probabilities of success, executives and portfolio managers can re-appraise the enterprise’s investment choices.  They can decide what to keep the same in the portfolio and what to change – to achieve their goals at the speed they need to achieve them, and for the risks that they are prepared to take.

There are four generations of Change Portfolio.  The first generation is projects-driven and resources-constrained, focusing the organisation on its implementation goals, budgets, and other resource limits.  Progressively, the focus of the portfolio becomes the enterprise’s investment goals, the probability of achieving them, and the total risks taken.

The value of Portfolio Management multiplies with each new generation of portfolio.  A portfolio is more than the sum of its individual projects: portfolio managers know and track the up-to-date investment goals, total risks and resources, and probabilities of the portfolio succeeding.  They highlight and deal with gaps in the portfolio, where there are insufficient projects to achieve the goals, allocate provisions for future investment priorities, and ultimately lead the organisation’sstrategy for investing in change.

Learning Objectives

  • Benchmark the maturity of your Change Portfolio
  • Design and use a goals-driven portfolio
  • Recognise and transform a projects-driven investment culture
  • Make agile and efficient investment choices
  • Multiply the value of your Portfolio Management capabilities

Course Outline

Achieving success at investing in change

  • The two fundamental strategies
  • Applying investment principles to business change

The Four Generations of Change Portfolio

  • From implementation goals and resources, to investment goals and risks
  • Which generation is your current portfolio?

Diagnose your organisation’s Investment Culture

  • Why understanding culture is essential for success
  • Your organisation’s personality and maturity as an investor in change

Design a goals-driven portfolio

  • Projects-driven or goals-driven: how to tell the difference
  • Create a goals-driven portfolio design, for your enterprise and culture

Transform your projects-driven portfolio

  • Reveal all-new knowledge from existing projects data
  • A technical, political and cultural journey

Make agile and efficient investments

  • Embed agility in the portfolio, and in the selection of investments
  • Minimise the total risks and resources

Track up-to-date portfolio performance

  • Target outcomes, probabilities and actuals
  • Goals-driven portfolio governance

Multiply the value of your Portfolio Management

  • Core capabilities of goals-driven portfolio managers
  • From informing to supporting, through facilitation to leadership

Who It's For

Advanced Portfolio Management is a course designed especially for people who are essential to the success of your investments in change:

  • Portfolio Managers and Portfolio Management Office leaders
  • Enterprise Architects
  • Business Architects
  • Senior Business Analysts
  • Consultants specialising in Portfolio Management or Enterprise Architecture

SPEAKER

CHRIS POTTS
Practitioner, Mentor, Trainer and Author | Dominic Barrow

Chris works worldwide with Executives, Portfolio Managers and Enterprise Architects, on strategies for Enterprise Investment – achieving organisational excellence at investing in change. He has chaired world-class conferences on innovation, business change, transformation and enterprise architecture, and delivered guest lectures at universities in New York, London, and Copenhagen.  Chris is also the author of a trilogy of business novels – “FruITion”, RecrEAtion” and “DefrICtion”- that explore through story-telling the past, present and future of enterprise strategies for investing in change.

Business Change & Transformation Sessions:

Investing in Business Change – The Essentials

Keynote: Achieving Your Goals for Investing in Change

Public Courses & In-House Training:

Advanced Portfolio Management: From Projects-Driven to Goals-Driven Investment in Change

Register On-line:
28 - 29 November 2019, London

Seminar Fee 
£1,295 + VAT (£259) = £1,554

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