Management of Portfolios (MoP®) Practitioner

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Course Overview:

A two-day follow-up to the MoP Foundation course. This course examines the MoP methodology in greater depth and provides corporate portfolio managers with the tools to better coordinate and plan their investment in Programmes and Projects.

Course Description:

MoP (Management of Portfolios) is the Portfolio Management standard available which enables you to: · Run the right projects and programmes, delivering a measurable contribution to strategic objectives · Remove redundant and duplicate projects and programmes · Realize benefits that align with corporate strategy · Report effectively to improve transparency, accountability and corporate governance Portfolio Management (PfM) plays a critical role in organizational survival and growth by better co-ordination and investment in Programmes and Projects, improving risk management, encouraging collaborative working and providing timely, accurate information to enhance management decision making. By the end of this course, participants will be fully prepared for the official MoP Practitioner exam which is held on the final day of training. Attendees must have completed the 3-day MoP Foundation course in order to take the Practitioner. Most participants take the two courses together.


On completion of this course, participants will achieve a detailed and practical understanding of the MoPprinciples. The MoP course is based on 5 flexible Principles which provide the foundation for a successful Portfolio Management (PfM) practice. The course is structured as follows: What is PfM?

  • Background & Definitions
  • Portfolio Management Models
  • Benefits of PfM
  • Some misconceptions

Strategic and Organizational context

  • PfM vs. Business As Usual
  • PfM and strategic & business planning
  • PfM and budgeting and resource allocation
  • PfM and Programme and Project Management
  • PfM and performance management
  • PfM and Corporate Governance
  • PfM and corporate functions

Principles of PfM

  • Senior Management commitment
  • Governance alignment
  • Strategy alignment
  • Portfolio Office
  • Energized change structure

PfM Cycles

  • Implementing & Sustaining PfM
  • Using organizational energy
  • Portfolio Definition & delivery cycles

Portfolio definition cycle

  • Understand
  • Categorize
  • Prioritize
  • Balance
  • Plan

Portfolio delivery cycle

  • Management control
  • Benefits management
  • Financial management
  • Risk management
  • Stakeholder engagement
  • Organizational governance
  • Resource management

Portfolio Analysis Techniques

  • Driver based contribution assessment
  • Three point estimating
  • Multi-criteria analysis
  • Decision conferencing
  • Staged release of funding
  • Financial analysis of the Portfolio

MoP Practitioner Exam Preparation

  • Sample Practitioner Exam Paper
  • Exam tips and techniques


2 Days | 17 PDUs

Class Size:

SOMOS’ experience has shown that the optimal class size is between 8-15 students. This enables proper interaction between the participants and the instructor.

Course Materials:

  • MoP manual: “Management of Portfolios”
  • Pre-Course Readings
  • Course slides & Exercises

Target Audience:

  • Project Managers
  • Project Executives
  • Programme Managers
  • Portfolio Managers

Exam Format

  • Objective testing format
  • Four questions per paper with 20 marks available per question – all question items will be worth one mark, making the total number of marks available per paper 80
  • Three hours allowed Open book exam (MoP guide only)
  • 40 marks required (out of 80 available) to pass – 50%.


Successful completion of the MoP Foundation Course.

MoP® is a registered trademark of AXELOS Limited.