Management of Portfolios (MoP®) Foundation

Management of Portfolios (MoP®) Foundation 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 Approaches 

• Stages of Implementing Portfolio Management 

• Factors to Consider in Sustaining Progress 

• Assessing Portfolio Management Maturity 
   

Module 3: Strategic and Organisational Context 

• 6 Key Functions 

• Business as Usual 

• Strategic Planning 

• Budgeting and Resource Allocation 

• Programme and Project Management 

• Performance Management 

• Corporate Governance 
   

Module 4: Portfolio Management Principles 

• Five 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 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 

What You’ll Learn in this Course

This course takes you from understanding the core MoP® principles to applying portfolio management practices that support business strategy. Each stage enhances your ability to contribute effectively to organisational change initiatives. 
 

• Learn the fundamental concepts, principles, and structure of MoP® 

• Learn to align projects and programmes with organisational objectives 

• Learn how to prioritise resources and manage investment decisions 

• Learn the roles and responsibilities within portfolio management 

• Learn techniques for balancing change initiatives and operational work 

• Learn how MoP® supports effective governance and strategic delivery 

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