The document discusses portfolio management (MoPTM), which is a coordinated collection of strategic processes and decisions that enable an effective balance of organizational change and business as usual. MoPTM helps organizations prioritize investments based on their contribution to strategic objectives and risk level. It offers principles and processes for managing projects, programs and initiatives as a coordinated portfolio. Using MoPTM can increase strategic alignment, benefit realization, and resource efficiency while reducing costs and duplication across an organization's change activities.

1. Management of
Portfolios
MoP™
www.maventraining.co.uk І 020 7089 6161

2. What is portfolio management?
• A Portfolio is the totality of an organization’s
investment in the changes required to achieve
its strategic objectives
• Portfolio Management is a co-ordinated
collection of strategic processes and decisions
that together enable the most effective balance
of organizational change and ‘business as usual’
www.maventraining.co.uk І 020 7089 6161

3. What is MoP™?
• MoP helps organizations answer a fundamental question ‘Are
we sure this investment is right for us and how will it contribute
to our strategic objectives?’
• MoP achieves this by ensuring that:
— The programmes and projects undertaken are prioritized in
terms of their contribution to the organization’s strategic
objectives and overall level of risk
— Programmes and projects are managed consistently to
ensure efficient and effective delivery
— Benefits realization is maximized to provide the greatest
return (in terms of strategic contribution and efficiency
savings) from the investment made
MoP™ is a Trade Mark of the Office of Government Commerce in the United Kingdom and other countries
www.maventraining.co.uk І 020 7089 6161

4. What does MoP™ offer?
• Five principles that deliver the basis for managing projects,
programmes and change initiatives as a unit of work, including
strategic alignment and senior management commitment
• Portfolio definition cycle, which has five processes including
identifying all existing initiatives, categorising them and creating
the portfolio plan
• Portfolio delivery cycle that has seven processes outlining how the
risks, benefits, resources and finances relating to the portfolio will
be managed, and how those involved will be governed and
communicated with to maintain commitment to successful delivery
• Techniques to support the collation, analysis and prioritisation of
multiple projects, programmes and change initiatives including:
— Risk Potential Assessment
— Delivery Confidence matrix
— DICE – Duration, Performance Integrity, Commitment to change, Additional
Effort
— Analytical Hierarchy Process
www.maventraining.co.uk І 020 7089 6161

5. What are the benefits of MoP™?
• Closer alignment of projects and programmes to the strategic
objectives of the organisation
• Increase in the emphasis given to realising benefits and the
subsequent increase in their achievement
• Reduction in costs from stopping or not starting initiatives that do not
contribute sufficient benefits
• Increase in availability of resources to undertake projects and change
initiatives deemed high priority
• Co-ordinating projects and programmes as a portfolio leads to:
— A reduction in the number of projects that absorb resources but which are
terminated prior to delivery
— A reduction in project and change activity that is a duplication of effort or is
running at cross purposes
5 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161

6. What will I learn on the course?
• Understand the strategic context of portfolio, programme,
project and change management
• Define the steps to defining a portfolio including how to
categorise and prioritise initiatives and create a plan that
balances the conflicting needs of functions and departments
across your organisation
• Clarify how existing processes for risk, benefits, resource and
financial management can be applied to portfolio management
• Define criteria for accepting or rejecting initiatives into the
portfolio based on their contribution to strategic objectives
• Assess initiatives for their interdependencies, resource usage
and impact on business as usual
• Define the information flow about the portfolio to and from
project and programme managers, sponsors and senior
managers
www.maventraining.co.uk І 020 7089 6161

7. MoP Qualifications
Foundation
• Checks your understanding of the structure, practices and
processes, documentation and roles and responsibilities
within MoP™
— 50 question multiple-choice examination
— Must get 25 or more marks to pass
— 40 minutes duration
Practitioner
• Checks your ability to apply MoP™ to situations where project
and programme activity needs to be managed as a portfolio
and not individual initiatives
— This examination is currently under development and will
be available in Q3 of 2011
7 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161

8. Is a qualification important?
• MoP™ is a unique qualification, providing evidence that you
have an excellent understanding of the processes and
structure needed to manage projects, programmes and
change initiatives across your organisation
• MoP™ is a strategic level qualification which gives those who
already have PRINCE2®, MSP® and Change Management
qualifications an opportunity to highlight to employers their
ability to understand the wider context of their work
• MoP™ is a differentiator for those looking for development
opportunities in project and programme management, but
feel that they already hold sufficient project management
qualifications
PRINCE2® and MSP ® are Registered Trade Marks of the Office of Government Commerce in the United
Kingdom and other countries
8 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161

9. Why choose Maven Training?
• MoP is only one of our range of accredited courses in project, programme, risk
and change management, which means we can explain the course in the context
of the full range of best practice guidance
• Maven is a respected Accredited Training Organisation, annually assessed by the
examining body for the quality of our materials, trainers and examination
processes
• A team of highly qualified trainers who have extensive experience of defining,
planning and managing portfolios of projects and programmes in a wide variety
of organisations including retailers, IT companies, insurance and financial
services organisations and airlines
• Access to our real world experience to provide you with guidance and tips on
how to apply what you learn to your own situation
• Trainers who participate in the Maven Excellence Train the Trainer programme
which keeps them current with best practice and training methods
• Training materials that are created in-house by Maven specialists who are also
responsible for the creation and quality review of the Foundation and
Practitioner examinations, and who regularly write articles and guidance notes
on the implementation of portfolio management
9 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161

10. When you train with Maven
Before the course
• Receive the MoP™ text book – “Management of Portfolios”
• Access to https://www.mavennet.co.uk which has lots of information to help you
prepare for your course:
— Pre-course work book with activities, questions and suggested pages to read and
mark up in the official text book
— E-learning modules to help you see how MoP™ fits into other project,
programme, change and risk management qualifications
— On-line access to a trainer for any questions that you have about MoP™
— Quizzes and sample examination papers to test your knowledge
During the course
• Course materials including models, games, puzzles, slides, activities and sample
examination papers
• Experienced trainers who know how to manage projects and how to apply portfolio
management in the ‘real world’
• Activities to help you understand how to apply MoP™ for a specific department or
across your whole organisation, and lots of practice in how to pass the examinations
After the course
• Use the Maven Knowledge Centre to stay up to date
10 © Maven Training 2011 www.maventraining.co.uk І 020 7089 6161

11. Call today on 020 7089 6161 to discuss
your MoP® requirements or visit the
Maven website for more information.
www.maventraining.co.uk І 020 7089 6161