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Management of Portfolios (MoP®) Foundation


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Management of Portfolios (MoP®) Foundation


Portfolio management is a coordinated collection of strategic processes anddecisions that enable an effective balance of organizational change and business as usual. Management of Portfolios (MoP®) approaches change projects and programmes from a strategic viewpoint. It provides an overview of all change activities including what is in the portfolio, what it is costing, what risks are faced, what progress is being made, and what the impact is on business as usual and the organization’s strategic objectives. The MoP qualification scheme has been developed to offer two levels of qualification, Foundation and Practitioner. The purpose of the Foundation certification is to confirm you have sufficient knowledge and understanding to work as an informed member of a Portfolio Office or in a range of portfolio management roles. The Foundation level is also a pre-requisite for the Practitioner certification.


This qualification is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realization. It is relevant to all those involved in the selection and delivery of business change initiatives including: members of Management Boards and Directors of Change; Senior Responsible Owners (SROs); portfolio, programme, project, business change and benefits managers; and business case writers and project appraisers.


A PRINCE2 Foundation certificate is recommended.


This program will be conducted with interactive lectures, PowerPoint presentation, discussion, and practical exercise.


At the end of this course, you will be able to understand the principles, cycles, practices, techniques, roles, responsibilities, documents, and organizational context within which portfolio management operates. Specifically, to know and understand the:

• scope and objectives of portfolio management and how it differs from programme and project management

• benefits from applying portfolio management

• context within which it operates

• principles upon which successful portfolio management is based

• approaches to implementation, the factors to consider in maintaining progress, and how to assess the success of portfolio management

• purposes of the portfolio management definition and delivery cycles and their component practices, and relevant techniques applicable to each practice

• purpose and key content of the major portfolio documents

• scope of key portfolio management roles.

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Module 1: Introduction to Portfolio Management
Module 2: The Portfolio Management Model

• Cost effectiveness,

• Objectives and Benefits

Module 3: Implement, Sustain and Measure

• Seven steps to implementation

• Key factors in sustaining progress

• Maturity assessments

• Performance metrics

Module 4: Strategic and organizational context

• Business as Usual (BAU)

• Strategic Planning

• Budgeting and resource allocation

• Programme and Project management

• Performance Management

• Corporate Governance

Module 5: Portfolio management Principles

• Senior Management Commitment

• Governance Alignment

• Strategy Alignment

• Portfolio Office

• Energized change culture

Module 6: The Portfolio definition practices

• Understand

• Categorize

• Prioritize

• Balance

• Plan

Module 7: The Portfolio delivery practices

• Management Control

• Benefits Management

• Financial Management

• Risk Management

• Stakeholder Management

• Organizational Governance

• Resource Management

Module 8: Roles and Documentation

• Portfolio Group and Investment committee

• Portfolio Progress group and Change Delivery committee

• Business Change Director and Portfolio Director

• Portfolio Manager

• Portfolio Benefits Manager

• Portfolio Management Framework

• Portfolio Strategy

• Portfolio Delivery Plan

• Portfolio Benefits Management Framework

• Portfolio Benefits Realization Plan

• Portfolio Financial Plan

• Portfolio Resource Schedule

• Portfolio stakeholder engagement and communication plan

• Portfolio dashboard

Michiel Roelof De Boer

Michiel Roelof De Boer

Michiel holds the highest ITIL credential – the ITIL Service Manager (Masters) certification. He is also a certified ITIL Service Manager who teaches Foundation, Practitioners and Service Management. He gained his experience in various local and international companies worldwide where he had executed roles as Manager, Consultant, Project Manager and Instructor as well as having experience in the finance, automation, industry, airlines, logistics, medical and telecommunication sectors. He is experienced in translating business objectives into manageable deliverables, initiating quick wins and creates an environment for continuous improvement. With a management style which is based on coaching and team play, he can effectively communicate with the members of the board as well as employees at various levels of an operation and in many different cultures. Read More

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