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. Delivered by fully accredited trainers and industry leading experts with extensive experience of portfolio management, the course engages with the students to ensure that theory is embedded and delegates feel confident in the practical application of MoP.

Target Audience

The MoP Practitioner qualification 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. It is relevant to all those involved in the selection and delivery of business change initiatives including:

  • 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.
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Prerequisites

A successful Practitioner delegate should be able to apply and understand how to tailor MoP effectively. And, with suitable support, be able to advise on the implementation of appropriate practices, techniques, and apply the method to a live portfolio. Specifically candidates should be able to demonstrate their ability to:

  • Define the business case to get senior management approval for portfolio management
  • Plan the implementation of portfolio management
  • Select and adapt MoP principles, practices and techniques to suit different organisational environments
  • Evaluate examples of MoP information (including documents and role descriptions)
  • Analyze the solutions adopted in relation to a given scenario

Additional work will be required during evenings consisting of consolidation reading and a mock examination. This evening work is an integral part of the course and delegates should expect to spend 2 hours each evening on these activities.

Proof of identification

If taking an exam, candidates are required to provide Photo ID with a valid signature e.g. driving license, passport or named work ID badges prior to sitting their exam. Failure to produce this ID will result in their exam results being withheld until proof of ID is provided. Please note that if proof is not provided within 40 days, candidate's exam results will be null and void and a re-sit would be required.

Reasonable Adjustments Policy

The exam provider allows additional time for candidates who have a disability or whose native language differs to that of the examination paper. Ful details and how to apply can be found here www.qa.com/axelosexams. At least two weeks' notice will be required for processing this request. Delegates failing to advise QA and provide evidence when requested, may not be allowed the additional support offered via the policy. QA Exam Administration can be contacted by email [email protected] or by phone +44(0)1793 696162.

Course material
Learners undertaking this course will be provided with an eBook of the official course manual to support their learning, instructions on how to access the eBook will be provided with the course joining instructions.
Please note: For open book exams learners are permitted to use a second device to access the official course manual, the use of dual monitors is not permitted during the exam.
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.
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Learning Outcomes

The objective of the course is to prepare students for both the MoP Foundation and Practitioner level examinations. To confirm understanding of the MoP principles, cycles, practices, techniques, roles and documentation. This will enable them to work as an informed member of a Portfolio Office or in a range of Portfolio Management roles. Specifically they will know and understand the:

  • 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
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Course Outline

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 and 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 and organizational 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
  • Categorize
  • Prioritize
  • 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
  • Organizational 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 and documentation

  • The purposes and responsibilities of the main portfolio management roles identified in MoP
  • The purposes of the main portfolio management documentation

Module 8 Practitioner Examination Overview

  • An overview of the MoP Practitioner exam - length, number and type of questions, etc

Module 9 Implement, sustain and measure

  • Identify appropriate approaches when implementing, sustaining, and measuring portfolio management for a given scenario
  • Analyse whether recommended approaches to implementing, sustaining, and measuring portfolio management have been undertaken appropriately in the context of a given scenario, with reasons

Module 10 Portfolio definition cycle

  • Apply and tailor the practices and techniques of the portfolio definition cycle to a scenario
  • Identify appropriate practices and techniques within the portfolio definition cycle
  • Identify, analyse and distinguish between appropriate and inappropriate application of portfolio definition practices and techniques to a scenario

Module 11 Portfolio delivery cycle

  • Apply and tailor the practices, techniques and responsibilities of the portfolio delivery cycle to a scenario
  • Identify appropriate practices and techniques within the portfolio delivery cycle
  • Identify, analyse and distinguish between appropriate and inappropriate application of portfolio delivery practices to a scenario
  • Analyse whether the approaches adopted are appropriate, with reasons, in a given scenario

Module 12 Roles and documentation

  • Apply and tailor MoP to a scenario.
  • Identify appropriate application of the main portfolio management roles identified in MoP
  • Identify, analyse and distinguish between appropriate and inappropriate application of the syllabus area to a scenario.
  • Analyse whether, the specified roles have been involved appropriately, with reasons
  • Identify appropriate information, using typical contents, for inclusion in the relevant portfolio documentation
  • Analyse whether the portfolio documentation is fit for purpose, with reason

Examinations

The MoP Foundation exam consists of:

  • 50 multiple choice questions
  • 40 minutes
  • Closed-book
  • Candidates require a minimum of 25 correct answers (50%) to pass.

The MoP practitioner exam consists of:

  • 80 multiple choice questions
  • 3 hours
  • open-book
  • Candidates require a minimum of 40 correct answers (50%) to pass.

PeopleCert exams take place remotely via PeopleCert Online Proctoring, and the afternoon of the third and last day of your course will continue with your learning until approximately 4.00pm. When booking your exam please ensure that it is for a time after the course has concluded and at a time convenient for you. You will be required to download and install ExamShield and conduct a compatibility test prior to sitting the exam.

MoP® is a [registered] trade mark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved.

The Swirl logo™ is a trade mark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved.

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Why choose QA

  • Our learners have given us an average NPS score of 8.4 out of 10 for our project management training (Jan-Oct 2020)
  • We are fully accredited by PeopleCert

MoP accreditation logo

Special Notices

PeopleCert examinations are remotely proctored. Once registered by the QA exam administration team you will receive an exam registration email directly from PeopleCert. This email will contain the necessary instruction on how to schedule your exam.
  • Official course manuals will be provided as an eBook resource for learners undertaking this course.
  • For open book exams learners are permitted to use a second device to access the official course manual, the use of dual monitors is not permitted during the exam.
***Due to the current high demand for online exams, there may be limited time slots available. Delegates are invited to contact Peoplecert directly regarding the provision of additional sessions. We would recommend delegates follow this process and re-access the live calendar regularly as Peoplecert will add additional sessions where demand dictates. ***

Dates & Locations

Project Management learning paths

Want to boost your career in project management? Click on the roles below to see QA's learning pathways, specially designed to give you the skills to succeed.

Required Star = Required
Certification = Certification
Project Team Member (APM)
Project Team Member (PMI)
Project Manager (APM)
Project Manager (PMI)
Programme Manager
Change Manager
PMO
Risk Professionals
Portfolio Manager

New: AXELOS ProPath learning paths

Required Star = Required
Certification = Certification
Agile Project Expert You will achieve Agile Project Expert automatically on passing the Practitioner level of each product, but you must pass Foundation first. For those without prior certification we recommend the Combined options.
Project Expert You will achieve Project Expert automatically on passing the Practitioner level of each product, but you must pass Foundation first. For those without prior certification we recommend the Combined options.
Programme Leader You will achieve Programme Leader automatically on passing the Practitioner level of each product, but you must pass Foundation first. For those without prior certification we recommend the Combined options.

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