Program and Portfolio Management Certification Virtual Workshop 40 PDUs (15 Technical, 10 Leadership, 15 Strategy)

Virtual Workshop

January 19-22, 2021

9 am Central to 4 pm Central Daily


Join PMO pioneer and program and portfolio management thought leader Bill Stewart in this highly interactive virtual workshop as he provides you with advanced skills, tools, techniques and confidence for successfully implement and management strategic  portfolios of any size and complexity. You will plan a program to transform your organization to successfully support project, program and portfolio management. You will learn how to link projects and program to strategic initiatives, prioritize them, establish and facilitate governance committees, balance portfolios, monitor interfaces between projects, programs and portfolios, manage resource capacity, develop heat maps and establish and manage stage gating processes. You will learn practical and proven techniques for communicating with and managing sponsors, executives and steering committees and as a program manager, develop and lead a team of disciplined and talented project managers. You will leave this training with a comprehensive set of program and portfolio management templates and tools, a portfolio prioritization tool, tips and techniques that you can immediately apply when you return to your organization.  You will be awarded the Program and Portfolio Management Certification (PPMC) is based on the successful completion of two highly interactive virtual workshops or completion of the  four-day in person workshop.Subjects covered in the PPMC program include:

  • Successfully transforming the organization to Strategic Execution Excellence (project, program and portfolio management excellence)
  • Successfully implementing PMOs or Strategic Execution Offices
  • Understanding the relationship between projects, programs and portfolios
  • Establishing a sound project and program management foundation that supports portfolio management
  • Establishing an executive vision of a future of project, program and portfolio success
  • Assessing the current state of project, program and portfolio management and comparing it to the vision statement
  • Creating a business case for project, program and portfolio management transformation
  • Identifying and overcoming barriers
  • Identifying and linking projects and programs to strategic initiatives
  • Techniques and tools for developing, measuring and balancing strategic portfolios
  • Implementing and applying stage gating
  • Creating and implementing prioritization tools
  • Creating and managing dashboard reports
  • Implementing and facilitating governance board(s)
  • Establishing effective resource capacity planning
  • Initiating and planning programs
  • Implementing and conducting benefits realization tracking
  • Identifying and managing program interfaces and interdependencies
  • Developing integrated program schedules
  • Implementing a benefits realization program
  • Program and Project scope change management
  • Capturing and reusing project, program and portfolio history
  • Successfully leading domestic and global programs remotely
If you have any questions, contact Sean Boyle at or call 678 325 1100.Are you ready to move to the highest level of project, program and portfolio leadership excellence?  Do you want to distinguish yourself as a leader who can successfully transform organizations to a culture of strategic execution excellence?  Join PMO pioneer and program and portfolio management thought leader Bill Stewart as he provides his over 30 years of  invaluable insight, experience, tools and techniques for successfully implementing and leading strategic portfolios.  No other program will better prepare you with the advanced leadership competencies for transforming organizations to a culture of project, program and portfolio management.During this exciting advanced certification, you will learn how to:
  • Successfully transform any organization to a culture of project, program and portfolio management excellence
  • Create and successfully manage strategic portfolios to include:
    • Linking all projects and programs to strategy
    • Developing and implementing portfolio prioritization processes and tools
    • Establish resource demand management
    • Successfully translating strategic goals and initiatives into programs and portfolios
    • Establishing and facilitating effective Governance Committees
    • Creating portfolio dashboard reports
    • Establishing stage gating approach
    • Balancing portfolios
    • Determining the value of a portfolio
    • Assessing the health of a portfolio
    • Establishing benefits realization program
    • Portfolio risk management
  • Managing cross program and portfolio dependencies and interfaces
  • Implement a consistent approach to corporate leadership discipline across all methodologies to include Agile, SAFe, DMAIC
Decision Support Tools and Guidelines You Will Leave the Training With Include:
  • Program Charter
  • Business Case
  • Communication Plan
  • Impact Analysis
  • Benefits Realization
  • Portfolio Risk Log
  • Dashboard, Heat Map, Bubble Chart Report Examples
  • Quality Checklists
  • Governance Committee Charter
  • Guidelines for Facilitating Governance Committees
  • Establishing Dollar Thresholds
  • Balancing the Portfolio Guidelines
  • Assessing Business and Portfolio Risk Guidelines
  • Guidelines in Evaluating, Purchasing and Implementing Enterprise Portfolio Tools
  • Project and Program Prioritization Tool
  • Stage Gating and Go/No Go Guidelines
  • Harvesting Benefits Guidelines
If you have any questions, contact Sean Boyle at or call 678 325 1100.

“I found your teachings and insight invaluable. Thank you so much for sharing your experiences. From top to bottom, a great trip and well worth the time and investment.”

Paul S. Kandel  Strategic IT Project Management Lead

“Thank you for everything – sharing your knowledge about project and portfolio management… showing you genuinely care about people and assuring they learn the skills for success. I greatly enjoyed the program and hearing the examples of your vast experience."

Belinda Smith - Senior Corporate Portfolio Manager

“Thank you so much for the training. I learned a lot and am going to be heavily using it immediately.”

Sharon Sefcik Carroll - Director Governance