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MoP® Foundation

Learn How To Apply MoP®​ Principles, Practices And Techniques

Overview

Management of Portfolios (MoP®) provides advice and examples of how to apply principles, practices, and techniques that together enable the most effective balance of organisational change and business as usual.

Our three-day MoP® Combined Foundation training course is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realisation.

Please Note

You can book this course and hold it in credit until you have decided on a specific course date. Alternatively, please view our other course dates.
Exam Included
3 Days
£1800Excl. VAT

Course Syllabus

Our MoP® Foundation training course training course will cover the following topics:

Module 1: Overview

  • The definitions of portfolio and Portfolio Management
  • The Portfolio Management model and the relationship between the principles, cycles, practices and relevant techniques
  • The differences between portfolios and Portfolio Management on the one hand, and projects/project management and programmes/programme management on the other
  • The local circumstances that will affect how the MoP® principles and practices will be adapted and how cost effective approaches can be adopted
  • The objectives and benefits of Portfolio Management

Module 2: Implement, Sustain & Measure

  • The three broad approaches to implementing Portfolio Management; when each approach to implementation is most relevant, the advantages of planned approaches to implementation
  • The benefits of assessing the impact of Portfolio Management
  • Seven steps (and their benefits) in a staged implementation of Portfolio Management
  • The factors to consider in sustaining progress
  • Approaches to assessing Portfolio Management maturity

Module 3: Strategic & Organisational Context

The 6 key functions/activities that Portfolio Management needs to coordinate with to achieve strategic objectives
Identify how Portfolio Management can:

  • Coordinate with Business As Usual, strategic planning, resource allocation and budgeting, project and programme management, performance management to deliver strategic objectives
  • Support effective corporate governance

Module 4: Portfolio Management Principles

The 5 principles upon which effective Portfolio Management is based

  • Senior management commitment
  • Governance alignment
  • Strategy alignment
  • Portfolio office
  • Energised change culture

Module 5: Portfolio Definition Cycle

The portfolio definition practices:

  • Understand
  • Categorise
  • Prioritise
  • Balance
  • Plan

Understand the terms and concepts relating to the portfolio definition cycle.

The techniques of:

  • Three point estimating and reference class forecasting
  • Driver-based strategic contribution analysis
  • Multi-criteria analysis
  • Decision conferencing
  • Clear line of sight

What is involved and the keys to success.

Module 6: Portfolio Delivery Cycle

The portfolio delivery practices:

  • Management control
  • Benefits management
  • Financial management
  • Risk management
  • Stakeholder engagement
  • Organisational governance
  • Resource management

The techniques of:

  • Management by exception
  • One version of the truth
  • Staged release of funding
  • Clear line of sight reporting
  • Champion-challenger model

What is involved, the main elements, and keys to success.

Module 7: Roles & Documentation

  • The purposes and responsibilities of the main Portfolio Management roles identified in MoP®
  • The purposes of the main Portfolio Management documentation

Learning Outcomes

Our MoP® Foundation training course training course will teach you:

  • Scope and objectives of portfolio management and how it differs from programme and project management
  • Benefits from applying portfolio management
  • Context within which it operates
  • Principles upon which successful portfolio management is based
  • Approaches to implementation, the factors to consider in maintaining progress, and how to assess the success of portfolio management
  • Purposes of the portfolio management definition and delivery cycles and their component practices, and relevant techniques applicable to each practice
  • Purpose and key content of the major portfolio documents
  • Scope of key portfolio management roles

Who Should Attend

Our MoP® Combined Foundation training course is suitable for:

  • Members of Management Boards and Directors of Change
  • Senior Responsible Owners (SROs)
  • Portfolio, Programme, Project, Business Change, and Benefits Managers
  • Business Case Writers and Project Appraisers

What's Included

  • Full Materials Including Comprehensive Course Workbook
  • Highly Skilled and Knowledgeable Tutors
  • MoP® Foundation Examination
  • Refreshments

Entry-Level Requirements

You are required to provide Photo ID with a valid signature e.g. driving license, passport or named work ID badges prior to sitting your exam. Failure to produce this ID will result in your exam results being withheld until proof of ID is provided.

Please Note: If proof is not provided within 40 days, your exam results will be null and void and a re-sit would be required.

Recommended Reading

Please ensure you bring a device such as a mobile phone, tablet or laptop to be able to load your course material on to as you may need this for use in the evenings.

Exam Information

MoP® Foundation Examination:

  • 50 Multiple-Choice Questions
  • 40 Minutes
  • Closed-Book
  • 25 / 50 Correct Answers (50%) To Pass

Exam Type

Proctored Exam

Qualifications

MoP® Foundation Certificate

What's Next

Our two-day MoP® Practitioner training course is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realisation.

Additional Information

Our MoP® Foundation training course will engage with you to ensure that theory is embedded and you feel confident in the practical application of MoP®.

Frequently Asked Questions

Our MoP® Foundation training course is delivered over three days.

MoP® Foundation Course Dates

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