Case Studies in Project Portfolio Management: Financial Sector

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:

What's included?

5 Videos
1 PDF
1.0
 

Reviews:

Case Studies in Project Portfolio Management: Financial Sector

I would highly recommend this course: it's well organized, relevant, and the presentation is excellent. Thanks Jamal, well done!

by Kaveh Esmaeili

Excellent overview toward Project Portfolio management

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.

by Balasubramanian Chandrasekaran

Case Studies in Project Portfolio Management: Financial Sector

I would highly recommend this course: it's well organized, relevant, and the presentation is excellent. Thanks Jamal, well done!

by Kaveh Esmaeili

Excellent overview toward Project Portfolio management

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.

by Balasubramanian Chandrasekaran
Jamal Moustafaev
Jamal Moustafaev
Jamal Moustafaev, MBA, PMP | President & CEO | Thinktank Consulting, Inc.

About the instructor

An internationally acclaimed expert and speaker in the areas of project and portfolio management, scope definition, process improvement and corporate training. Jamal has done work for both private-sector companies and government organizations in Canada, US, Asia, Europe and Middle East. With more than 20 years of experience in management and troubled project recovery of large enterprise, IT and software development projects in banking, finance, retail, e-commerce, oil and gas, software and many other industries.