Program and Portfolio Management (PPM)

Course objective

To develop a systemic understanding of managing initiatives at portfolio and program levels and to teach participants to:

  • link organizational strategy with the initiative portfolio
  • make informed investment decisions between competing projects
  • manage large change programs
  • work with risks, quality, and benefits
  • build an effective governance model, roles, and responsibilities
  • manage people, stakeholders, and organizational change

Learning Format

  • Online / practical course
  • Practical cases, workshops, interactive sessions
  • Participant support via a private chat during the course
  • Price: 27,000 UAH per participant, 144,000 UAH per group of 6-12 people

What Will Graduates Gain?

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The problem this course solves

In many companies, initiatives, projects, and programs are launched in a fragmented manner—without a clear connection to strategy, without uniform prioritization criteria, and without benefits management. As a result, resources are scattered, projects compete with each other, decisions are made intuitively, and the real business value of changes remains unmeasurable.

This course will help you build a systematic approach to portfolio and program management — from strategic alignment of initiatives and financial justification to governance, risks, and benefits realization.

You will learn to see projects and programs as tools for implementing strategy, make investment decisions based on value and risk, and manage large change programs, making the management of organizational development transparent, controllable, and effective.

Program of the course "Program and Portfolio Management (PPM)"

1
  • Project, program, portfolio: PMI definitions
  • Why organizations need PPM
  • Management levels: strategic, tactical, operational
  • Overview of PMI standards

2
  • Project management principles
  • Value as the key outcome of initiatives
  • Value delivery system
  • Leader’s role in value creation

3
  • Strategic goals and themes
  • Strategic alignment
  • Translating strategy into a portfolio
  • Strategic alignment map

4
  • Concept of benefits
  • Benefits lifecycle
  • Accountability for benefits
  • Benefits map

5
  • Portfolio components
  • Initiative categorization
  • Run / Grow / Transform
  • Portfolio balance

6
  • Selection criteria
  • Scoring models
  • Weighted criteria
  • Risk-adjusted value

7
  • Initiative business case
  • ROI, NPV, Payback
  • CapEx / OpEx
  • Portfolio financial funnel

8
  • Portfolio governance framework
  • Steering committees
  • Roles and responsibilities
  • RACI matrix

9
  • Definition of a program
  • Program vs large project
  • Program components
  • Program roadmap

10
  • Inter-project dependencies
  • Results integration
  • Change management
  • Coordination mechanisms

11
  • Resource management in PMI
  • Capacity vs demand
  • Critical roles
  • WIP limits

12
  • Enterprise risk vs project risk
  • Risk appetite and tolerance
  • Risk categories
  • Risk-adjusted portfolio

13
  • Quality assurance and control
  • Result quality vs process quality
  • Acceptance criteria
  • Continuous improvement

14
  • PMI Talent Triangle
  • Stakeholder management
  • Communications
  • Resistance to change

15
  • Portfolio KPIs
  • Earned Value (conceptually)
  • Dashboards
  • Regular reviews

16
  • PPM Target Operating Model
  • Implementation roadmap
  • Portfolio pilot
  • Common mistakes

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