Project Portfolio Evaluation Course


Project Portfolio EvaluationThe Project Portfolio Evaluation Course is aimed at individuals who want to gain a better understanding of how project evaluation and selection is done in a portfolio of competing projects. The course uses a number of case studies from a technology organisation. For in-house courses we recommend that the case studies be customised for the particular industry.

To find out more about this course, select from the following categories of information as outlined below:

Course Overview:

This course is aimed at individuals who want to gain a better understanding of how project evaluation and selection is done in a portfolio of competing projects. Delegates will learn how to evaluate single projects and multiple projects in a portfolio setting. The course incorporates information and practices from the PMI’s Portfolio Management Standards, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide), and the AACE’s Total Cost Management framework.

Course Format:

On the first two days the theory of portfolio evaluation is covered. Delegates then have to work in teams of up to four people on a detailed case study. The case study requires financial and non-financial parameters to be calculated for a set of projects, which must then be evaluated to select an optimal portfolio.

The last half day is done two weeks later and at this point delegates must present their case study results. The main aim of the final session is to discuss the findings from the case study, and to understand the different approaches that were taken to arrive at the selected portfolio.

The case study work includes the development of a detailed Portfolio Management Plan and timeline. Delegates will received a copy of an Excel-based weighted factor scoring model that can be used as part of the course.

Course Duration:

2.5 days (08:30 to 16:30).

Knowledge Areas Covered:
  • Principles of portfolio management and the portfolio management process.
  • Project evaluation criteria and multi-stage project selection.
  • Project selection models.
  • Financial evaluation parameters.
  • Non-financial evaluation parameters.
  • Probabilistic approaches to project selection and portfolio sensitivity analysis.
  • Portfolio balancing.
Training Quality Assurance:

ProjectLink has been reviewed and approved as a provider of project management training by the Project Management Institute (PMI). This course carries 17 PDU’s for PMI® certification holders.

PMBOK is a registered mark of the Project Management Institute, Inc.