Description:
This course will focus on three project portfolio management models developed by financial companies from around the world. After a brief introduction to project portfolio management you will be presented with an overview of the financial industry including current the state of affairs, trends and forecasts. Next, we will examine the following cases:
- Western European Bank
- North American Brokerage
- Eastern European Bank
We will describe company challenges, resulting strategies, scoring, portfolio balance and strategic alignment models. At the end of the workshop we will attempt to compare the PPM models created by the organizations in question and examine whether they align with the overall industry outlook.
Target Audience:
- Project and program managers who run projects and supply executives with key information
- C-level executives who should be making the ultimate “Go/Kill” decisions
- Functional department directors and managers who are responsible for providing project resources
- Sales and Marketing people who interact with customers and gather their feedback and requirements
- Directors of PMO (Director of Project Management, Portfolio Manager, etc.) who are typically responsible for implementing portfolio management
Related Courses:
Reviews:
Case Studies in Project Portfolio Management: Financial S...
Kaveh Esmaeili
I would highly recommend this course: it's well organized, relevant, and the presentation is excellent. Thanks Jamal, well done!
I would highly recommend this course: it's well organized, relevant, and the presentation is excellent. Thanks Jamal, well done!
Read LessExcellent overview toward Project Portfolio management
Balasubramanian Chandrasekaran
It was great to attend the Case Studies in PPM for Financial Sector. It helped to understand the PPM in Finance Industry as a single fruit. Great work.
It was great to attend the Case Studies in PPM for Financial Sector. It helped to understand the PPM in Finance Industry as a single fruit. Great work.
Read LessAbout the instructor
Jamal Moustafaev, MBA, PMP | President & CEO | Thinktank Consulting, Inc.
Jamal Moustafaev
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