Creating Value Streams

The Cadence Portfolio Management course helps organizations managing the connection between their strategic goals and the programs and projects they undertake to support them.

Course Overview

When there is a disconnect between an organization’s strategic initiatives and the projects currently in development, it is typically the result of poor management of the organization’s portfolio of projects. As a result, projects are not authorized based on the strategic goals of the company.The Cadence Portfolio Management course provides organizational leaders with the tools they need to build a project portfolio based on the company’s strategic goals. A robust portfolio management process serves as a guide for the executive team to make responsible authorization decisions in a practical and systematic fashion. Attendees are able to define the portfolio management structure, and understand the relationship between portfolio management, program management, and project management. Further, they are able to align projects in the portfolio to the Business Planning Cycle and the overall organizational strategy. They are able to develop a portfolio management structure in the context of their project environment, and they understand the tools they will need to manage, measure, and improve in service of organizational strategy.

This course is part of the Organizational Project Management (OPM) Series of training courses offered by Cadence. As with all Cadence offerings, the course format emphasizes practical and straightforward techniques to facilitate retention and immediate application after the seminar.

Is this the right course for me?

If you are in charge of a project portfolio of your company or department and you need to align projects, resources and strategic goals, this is the right course that will provide you with the instruments to create and manage well-structured project portfolios.

Course Outcomes

  • Portfolio life cycle
    Understand the portfolio management life cycle
  • Organizational Maturity and Portfolio Management
    Take an inventory of projects across the organization
  • Drive for Efficiency
    Select the right categories for grouping projects and programs effectively
  • Stakeholders & Strategies
    Learn to prioritize projects within the portfolio and ensure alignment with the organization’s strategic plan
  • Streamline your Portfolio
    Balance the portfolio based on objective criteria
  • Portfolio Development and Evolution
    Design the proper governance structure for annual and ongoing portfolio management
  • Best Practices and Industry Standards
    Learn how Organizational Project Management enables organizations to continuously increase their business performance

Training information

Face to face or virtual (instructor-led) training

Format: F2F, Virtual, Open enrollment, for Teams or In-house groups
Directors, Senior Managers, Portfolio Managers
Duration: F2F: 2 days | Virtual: 4 half days
Group size: Max 10
PMI PDUs: 16
Cost: pricing page.
Team or In-house group: please ask for proposal.
Course Calendar: Check course calendar for upcoming seminars


  • State-of-the-art training session
  • Seasoned seminar leaders
  • A field-tested approach
  • Ready to use in practice immediately after the training exercise
  • Life-long support from Cadence
  • Certificate and 16 PDUs (PMI®)

Other relevant trainings & services

  • Executive Briefing Project, Program, Portfolio Management
  • Managing Project Management
  • Project Management