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PfM² Portfolio Management

EC portfolio management; Open, free and easy to deploy
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Why this learning experience
Why this learning experience
PfM² Portfolio Management

PfM2 Portfolio management is about selecting the optimal mix of projects and programs to align the organization’s investments with its strategy to optimize the organization’s benefits. By allocating the right resources and regularly collecting accurate and relevant information,
you support portfolio decision-making.

PfM² Portfolio Management incorporates elements of a number of globally accepted project portfolio management best practices. The purpose of this course is to help organisations better manage and monitor their programme and project portfolio and report on their performance to senior management and relevant governing bodies.

The PfM² Portfolio Management Guidelines aim is to help organisations implement Portfolio Management by providing them with a common framework within which effective portfolio management can be performed.

The PfM² Methodology Guidelines is a product of the refinement and extension of the PM² Project Portfolio Management Model, extending and elaborating the guidelines to accommodate the management of corporate portfolios with components including programmes, projects but also products, systems and services or other types of operational work.

Details:

  • Languages: English and Spanish (material and exam in English)
  • Format: Online synchronous
  • Duration: 16 hours, 4 sessions of 4 hours.
  • Dates: 4 session of 4 horas.
    • Tuesday 20th May, 2025 (10:00hrs to 14:00hrs Madrid, Spain)
    • Jueves 22th May, 2025  (10:00hrs to 14:00hrs Madrid, Spain)
    • Tuesday 27th May, 2025 (10:00hrs to 14:00hrs Madrid, Spain)
    • Jueves 29th May, 2025 (10:00hrs to 14:00hrs Madrid, Spain)
  • Price: 700€.
  • 10% early bird discount or for groups of 2 or more people from the same company.
  • 20% discount for unemployed people

 

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Objectives
Objectives
  • Understand what project and programme portfolio management is and its purpose.
  • Know and understand the PM² portfolio management methodology, which provides:
    • A portfolio governance structure
    • A set of portfolio management processes and activities
    • Artefact templates
    • Guidelines for applying the processes and using the artefacts
    • A set of effective attitudes (principles)
  • Being prepared to pass the certification exam
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This course is for you if...
This course is for you if...

This course is intended for anyone involved in portfolio management activities, or anyone wishing to transition into a portfolio management role, either as a leader or as an assistant: Portfolio Managers (PfMs), Members of a Portfolio Office (PfO), Project Managers (PM), Programme Managers (PgM), members of a Project Office (PMO/PSO), Managers, Middle Managers, Educators and Trainers, Portfolio and Project Consultants,…

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What will I learn?
What will I learn?
  • What is portfolio management?
  • Organisational contexts and their impact on portfolio management
  • The PM²-PfM Methodology in detail
  • Its governance model
  • Its process model
  • Portfolio definition, composition and realisation
  • Stakeholder management
  • Artefacts supporting documentation and management
  • Implementation in an organisation
  • Tools and techniques
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Facilitator
Facilitator
Gloria Segura evergreenpm
Glòria Segura
Angel evergreenpm
Ángel Águeda
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Format
Format
synchronous online
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Certificate
Certificate
PfM2 PfM certification logo
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