NEW! Portfolio Management for Improved Organizational Performance and the Value-Driven EPMO with Iain Fraser

What You Will Learn

Upon completion of this training, learners will be able to:

  • Identify and apply a value-driven approach to portfolio management.
  • Differentiate the purpose, benefits, characteristics, and processes of value-driven portfolio management and how it differs from program of work and project management. 
  • Translate leadership needs along with change manage the work of an enterprise portfolio management office (EPMO) support value-driven portfolio management.
  • Categorize, appreciate, and select appropriate portfolio models that use program of work and project management and other work to operate (implement) each portfolio across both OpEx and CapEx investments.


An intense two-day face-to-face seminar that provides a philosophy, roadmap, techniques, and tools on how to design, introduce and leverage a value-driven portfolio management office (PMO). This framework assists in more balanced OpEx and CapEx planning and delivery for an enterprise project management office (EPMO) or similar entity that is focused on business value. 

Research indicates that most strategies fail to deliver. Other research states that implementation of program of work and projects has  an alarmingly high failure rate when compared with their  business objectives. Value-driven portfolio management at a mature level is the solution, especially when it is integrated with a value management framework and becomes a cultural roadmap for 'how to do business' better.

This training goes beyond just a CapEx focus that is often process and rule bound. It is based on a value-driven portfolio management framework. The training covers how an EPMO can deploy a structured approach to the development and implementation of portfolios that are integrated with a value management framework. This can be done while informing and/or developing the strategic direction and associated business plan(s) of the organization.

Throughout the course, exercises and a case study are blended elements, which enables participants to apply their learning to a simulated situation. Documentation includes appendices that contain checklists and other supporting information.



  • Introduction, Objectives, schedule, overview and HSE
    Section 1 - Organizational context, comparisons, business value and governance
    Section 2 - Portfolio management: building portfolios, success factors, benefits, process groups and more
  • Section 3 - Portfolio delivery via programs of work, projects, tools and techniques, benefits, and value
    Section 4 - Leadership, EPMO/PMO, change, roles, and capability development 
    Section 5 - Major benefits, key learnings, and seminar close

PDU Allocation Table

The table below displays the number of professional development units (PDUs) awarded for each PMI® credential, as they align to the PMI Talent Triangle®. Power Skills and Business Acumen PDUs apply evenly across all credentials and Ways of Working PDUs apply only to specific credentials. PDUs will be added in full to all eligible credentials. *Please note that the asterisked row below applies to the PMI® Agile Certification Journey and includes Disciplined Agile® Scrum Master (DASM), Disciplined Agile® Senior Scrum Master (DASSM), Disciplined Agile® Coach (DAC), and Disciplined Agile® Value Stream Consultant (DAVSC) certifications.
Ways of Working Power Skills Business Acumen Total
CAPM® / PMI-CP™ / PMP® / PgMP® 14 0 0 14.00
PMI-ACP® / Agile* 0 0 0 0.00
PMI-SP® 0 0 0 0.00
PMI-RMP® 0 0 0 0.00
PfMP® 14 0 0 14.00
PMI-PBA® 0 0 0 0.00
Ways of Working Power Skills Business Acument Talent Triangle



Iain Fraser PMP, PMI Fellow

Iain is globally recognized as an expert in modern portfolio, program, and project management practices particularly within a business setting. He has worked around the world in the banking/finance, defense, engineering, government, oil & gas, power, and telecommunications sectors. He is a sought after, trusted advisor on portfolio, program, and project management, and related PMOs. He is also recognized as a public speaker and keynotes many business events. Many of his whitepapers have been published globally in various business media including The Telegraph and The Times of the UK.

Recently retired as CEO of Project Plus Ltd, a professional services organization he established, grew, and took global, he now consults to organizations embracing change. Iain holds a certificate in Company Direction from the Institute of Directors, amongst other qualifications.

During 2006, he was Chairman of the global Board of Directors of the Project Management Institute and vice-chair in 2005, where he oversaw a period of considerable growth and global expansion for PMI.

His specialties include: organizational governance; portfolio, program & project management consultancy; program/project rescue; portfolio and program governance; EPMO/PMOs and, of course, business benefits realization.

Training Information

25 - 26 September 2024
2 Days


Member Price
(US$1385.00 before 12 August)
Nonmember Price
(US$1585.00 before 12 August)
Government Price
Student Price

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