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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This event is history, please check out the List of Upcoming Seminars, or send us an email

 Learning Objectives

What will you learn here ? (+ a 30-second video introduction)

During this intensive and interactive course, delegates get an answer on these and many other questions:

  • How do you benchmark the maturity of your Change Portfolio ?
  • How do you design and use a goals-driven portfolio ?
  • How do you recognise and transform a projects-driven investment culture ?
  • How do you make agile and efficient investment choices ?
  • How can you multiply the value of your portfolio management capabilities ?


Organisations that excel at investing in change are goals-driven, agile and efficient.

A projects-driven Change Portfolio is just the start of a four-step journey towards full maturity, and truly excellent performance. Each step multiplies the value of your organisation’s portfolio management capabilities: Portfolio Managers, Architects, and Business Analysts.

This practical and immersive workshop shows you how to transform, step-by-step, your portfolio, process and culture for investing in change.

Goals-driven organisations prioritise their goals, invest more in their priority goals, and choose projects that can achieve those priorities with the lowest-possible risks and resources. This intensive and interactive workshop focuses on how to design and use a goals-driven portfolio, transform from a projects-driven investment culture, and multiply the value of Portfolio Management.

A goals-driven portfolio is essential for making agile investment decisions. As rapidly as the market changes, and today’s projects vary in their probabilities of success, executives and portfolio managers can re-appraise the enterprise’s investment choices. They can decide what to keep the same in the portfolio and what to change – to achieve their goals at the speed they need to achieve them, and for the risks that they are prepared to take.

There are four generations of Change Portfolio. The first generation is projects-driven and resources-constrained, focusing the organisation on its implementation goals, budgets, and other resource limits. Progressively, the focus of the portfolio becomes the enterprise’s investment goals, the probability of achieving them, and the total risks taken.

The value of Portfolio Management multiplies with each new generation of portfolio. A portfolio is more than the sum of its individual projects: portfolio managers know and track the up-to-date investment goals, total risks and resources, and probabilities of the portfolio succeeding. They highlight and deal with gaps in the portfolio, where there are insufficient projects to achieve the goals, allocate provisions for future investment priorities, and ultimately lead the organisation’s strategy for investing in change.

Who should attend this course:

Advanced Portfolio Management is a course designed especially for people who are essential to the success of your investments in change:

  • Portfolio Managers and Portfolio Management Office leaders
  • Enterprise Architects
  • Business Architects
  • Senior Business Analysts
  • Consultants specialising in Portfolio Management or Enterprise Architecture

Short Programme: (full programme here)

  • Achieving Success at Investing in Change
  • The Four Generations of Change Portfolio
  • Diagnose Your Organisation’s Investment Culture
  • Design a Goals-Driven Portfolio
  • Transform Your Projects-Driven Portfolio
  • Make Agile and Efficient investments
  • Track Up-to-Date Portfolio Performance
  • Multiply the Value of Your Portfolio Management

 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


Chris Potts (Dominic Barrow)
Dominic Barrow

Chris works worldwide with Executives, Enterprise Architects and Portfolio Managers, on strategies for Enterprise Investment - coordinating Enterprise Architecture and Portfolio Management, to achieve organisational excellence at investing in change.

Chris has chaired world-class Enterprise Architecture conferences, trained Enterprise Architects for 20 years, and delivered EA-related guest lectures at universities in New York, London, and Copenhagen.

Chris is also the author of a trilogy of business novels - "FruITion", "RecrEAtion" and "DefrICtion" - that explore through story-telling the past, present and future value of investing in Enterprise Architects.

Questions about this ? Interested but you can't attend ? Send us an email !