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Portfolio, PMO and investment governance for directors

Portfolio, PMO and investment governance for directors

A director-level course on governing a change portfolio and the office that supports it: how a project-and-programme portfolio differs from a single project and from a financial portfolio, how investments are aligned to strategy, how to design a PMO or P3O support structure, how governance roles and decision rights are set, and how assurance tests whether that governance still works. Five modules, each with a worked example, and a 10-question final quiz. Based on cited public pages from ISO, the UK Government Functional Standard GovS 002, the senior-responsible-owner guidance, and PeopleCert’s P3O page. Not an accredited qualification and not exam preparation for PgMP, MoP or P3O.

What you will learn

  • Explain and apply: Distinguish a project-and-programme portfolio from a single project and from financial-portfolio management, using the public scope of ISO 21504:2022.
  • Explain and apply: Explain how a portfolio is directed so that investments stay aligned to strategy and can be stopped or reshaped when they no longer fit.
  • Explain and apply: Describe what a PMO or P3O is for: a designed support structure for governance and decision support, not a pile of templates.
  • Explain and apply: Set governance roles and decision rights for the portfolio, including the difference between a portfolio director and a senior responsible owner.
  • Explain and apply: Use assurance to test whether portfolio governance still works, consistent with the public purpose of ISO 21505:2017.

modules

  1. What a change portfolio is — and is not
  2. Aligning the portfolio to strategy
  3. Designing the PMO or P3O
  4. Governance roles and decision rights
  5. Assurance of portfolio governance

Leadership education only. It is not legal, investment or delivery advice, not a licensed method, and not an accredited qualification. Official pages and standards are summarised from public descriptions as read on the access date; the full text of ISO standards is not reproduced here. UK government practice is described as such and must not be treated as a duty on every private organisation. Figures and names in worked examples are illustrative.

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