Management of Portfolios (MoP®) Foundation & Practitioner

Management of Portfolios (MoP®) Foundation & Practitioner Outline

Module 1: Overview 

• Portfolio and Portfolio Management 

• Portfolio Management Model 

• Portfolio Definition and Delivery Practices 

• Project and Project Management 

• Programme and Programme Management 

• Portfolio, Project, and Programme Management 

• Circumstances Affect the Principles and Practices 

• Cost Effective Approaches 

• Objectives of Portfolio Management 

• Benefits of Portfolio Management 
   

Module 2: Implement, Sustain, and Measure 

• Implement Portfolio Management 

• Advantages of Planned Approachesa 

• Stages of Implementing Portfolio Management 

• Factors to Consider in Sustaining Progress 

• Assessing Portfolio Management Maturity 
   

Module 3: Strategic and Organisational Context 

• Business as Usual 

• Strategic Planning 

• Budgeting and Resource Allocation 

• Programme and Project Management 

• Performance Management 

• Corporate Governance 
   

Module 4: Portfolio Management Principles 

• Senior Management Commitment 

• Governance Alignment 

• Strategy Alignment 

• Portfolio Office 

• An Energised Change Culture 
   

Module 5: Portfolio Definition Cycle 

• Overview 

• Understand Practice 

• Categorise Practice 

• Prioritise Practice 

• Balance Practice 

• Plan Practice 
   

Module 6: Portfolio Delivery Cycle 

• Portfolio Delivery Practices 

• Portfolio Delivery Cycle 

• Management Control Practice 

• Benefits Management Practice 

• Financial Management Practice 

• Risk Management Practice 

• Stakeholder Engagement Practice 

• Organisational Governance Practice 

• Resource Management Practice 
   

Module 7: Roles and Documentation 

• Portfolio Direction Group (PDG) or Investment Committee (IC) 

• Portfolio Progress Group (PPG) or Change Delivery Committee (CDC) 

• Business Change Director or Portfolio Director 

• Portfolio Manager 

• Portfolio Benefits Manager 

• Portfolio Management Framework 

• Portfolio Strategy 

• Portfolio Benefits Management Framework 

• Portfolio Benefits Realisation Plan 

• Portfolio Financial Plan 

• Resource Schedule 

• Portfolio Stakeholder Engagement and Communication Plan 

• Portfolio Dashboard
   

Module 8: Implement, Sustain, and Measure 

• Select the Appropriate Approach to implement. 

• Coordination of Portfolio Management 

• Designing a Strategy 

• Building and Maintaining Organisational Energy 

• Maturity and Evidence of Impact 

• Recommended Approaches
   

Module 9: Portfolio Definition Cycle 

• Identify Practices and Techniques 

• Understanding the Portfolio 

• Splitting the Portfolio 

• Using Approaches to Prioritise Portfolio 

• Balancing the Portfolio 

• Strategy and Delivery Plan
   

Module 10: Portfolio Delivery Cycle 

• Management Control 

• Portfolio-level Benefits Management 

• Portfolio-level Financial Management 

• Portfolio-level Risk Management 

• Portfolio-level Stakeholder Engagement 

• Portfolio-level Resource Management 
   

Module 11: Roles and Documentation 

• Portfolio Management Framework 

• Portfolio Benefits Management Framework 

• Portfolio Strategy 

• Portfolio Delivery Plan 

• Portfolio Benefits Realisation Plan 

• Portfolio Financial Plan 

• Portfolio Resource Schedule 

• Portfolio Stakeholder Engagement and Communication Plan 

• Portfolio Dashboard Report 

• Main Portfolio Management Roles 

• Portfolio Direction Group/Investment Committee 

• Portfolio Progress Group/Change Delivery Committee 

• Business Change Director/Portfolio Director 

• Portfolio Manager 

• Portfolio Benefits Manager 

What You’ll Learn in this Course

This course takes you from understanding MoP® principles to applying advanced techniques in managing organisational portfolios. Each stage builds your ability to align investments, manage risks, and maximise business value. 
 

• Learn how to apply MoP® principles, cycles, and practices effectively 

• Learn to align project and programme portfolios with strategic goals 

• Learn to prioritise resources for maximum organisational value 

• Learn how to manage risks, dependencies, and portfolio performance 

• Learn techniques to improve governance and decision-making processes 

• Learn to apply MoP® concepts in real-world portfolio management scenarios 

MoP® Foundation Exam Information

The Management of Portfolios (MoP®) Foundation Exam evaluates a learner’s understanding of the MoP® principles, practices, and techniques used in effective portfolio management. It ensures that candidates possess the knowledge to align organisational strategies with projects and programmes successfully. 

• Question Type: Multiple Choice  

• Total Questions: 50  

• Total Marks: 50 Marks  

• Pass Mark: 50%, or 25/50 Marks  

• Duration: 40 Minutes  

• Type: Closed Book 
   

MoP® Practitioner Exam Information

The Management of Portfolios (MoP®) Practitioner Exam assesses a learner’s ability to apply and adapt MoP® principles and practices within complex organisational environments. It demonstrates the candidate’s expertise in managing, aligning, and coordinating multiple projects and programmes to achieve strategic business objectives. 

• Question Type: Objective Testing  

• Total Questions: 4  

• Total Marks: 80 marks  

• Pass Mark: 50%, or 40/80  

• Duration: 180 Minutes  

• Type: Open Book