Advanced Portfolio Management

Advanced Portfolio Management

Immersive and practical two-day course
for Portfolio Managers, Architects and Business Analysts
that want to move from Projects-Driven to Goals-Driven Investment in Change

27-28 February 2019 (10-18h)
Location: Parker Hotel (Diegem)
Presented in English by Chris Potts
Price: 1450 EUR (excl. 21% VAT)
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Full Programme:


9.30h - 10.00h
Registration, coffee/tea and croissants
Achieving Success at Investing in Change
  • The two fundamental strategies
  • Applying investment principles to business change
The Four Generations of Change Portfolio
  • From implementations and resources, to investments and risks
  • Which generation is your current portfolio?
Diagnose Your Organisation’s Investment Culture
  • Why understanding culture is essential for success
  • Your organisation’s personality and maturity as an investor in change
Design a Goals-Driven Portfolio
  • Projects-driven or goals-driven: how to tell the difference
  • Create a goals-driven portfolio design, for your enterprise and culture
End of day 1 of this workshop


13.30h - 14.00h
Welcome, coffee/tea and croissants
Transform Your Projects-Driven Portfolio
  • Reveal all-new knowledge from existing projects data
  • A technical, political and cultural journey
Make Agile and Efficient investments
  • Embed agility in the portfolio, and in the selection of investments
  • Minimise the total risks and resources
Track Up-to-Date Portfolio Performance
  • Target outcomes, probabilities and actuals
  • Goals-driven portfolio governance
Multiply the Value of Your Portfolio Management
  • Core capabilities of goals-driven portfolio managers
  • From informing to supporting, through facilitation to leadership
Reflection, Final Q & A
End of this workshop

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