• Program & Portfolio Mastery Training

    Program & Portfolio Mastery Training

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Program & Portfolio Mastery Training

Program & Portfolio Mastery is a practical course designed for program, portfolio, and transformation initiative leaders who seek to enhance the strategic execution of initiatives, elevate organizational performance, and gain deeper insight into PMI standards. The course focuses on value management, strategic integration, development of effective processes, and the use of modern methodologies and tools.

If you aspire to expand your management competencies and move beyond individual projects, mastering program and portfolio management principles will help you become a strategic leader. In the Program & Portfolio Mastery course, you will acquire essential theoretical knowledge and practical skills to effectively manage interrelated initiatives, make decisions at the enterprise level, and deliver maximum business value. It is an important step for those looking to transition from tactical management to strategic influence.

By the end of the «Program & Portfolio Mastery», you will:

  • Deepen your knowledge of program and portfolio management.
  • Master approaches to strategic planning and change management.
  • Be able to design effective programs and portfolios to achieve your organization’s strategic objectives.
  • Learn benefit management methodologies.
  • Gain proficiency with modern tools for managing projects, programs, and portfolios.
  • Improve your stakeholder management skills.
  • Be prepared to integrate AI and automation into PPM processes.

This course will be valuable for you if you::

  • Want to enhance your skills in managing budgets and allocating resources for large-scale initiatives.
  • Are responsible for program and portfolio management and seek to increase their effectiveness.
  • Aim to implement a systematic approach to managing your organization’s strategic initiatives and optimize the project portfolio to deliver maximum business value.
  • Are looking for tools and methodologies to analyze project portfolios and evaluate financial metrics such as P&L, Revenue, Gross Margin, and ROI.
  • Want to understand how risk management evolves at the program and portfolio levels.
  • Seek to gain insight into monitoring and controlling operational metrics for programs and portfolios.
  • Aspire to expand your expertise to advance your career toward strategic management, working on large transformational projects and complex, non-standard challenges.

How is the “Program & Portfolio Mastery” course structured?

  • A structured approach from fundamentals to strategic level, based on international standards
    The course consists of 6 modules covering fundamental aspects of program and portfolio management aligned with PMI standards and global best practices. Topics range from strategic planning, financial analysis, and risk management to modern tools for automation and implementing change across the organization.
  • Practical focus and real-life cases
    The course is built around real challenges in program and portfolio management. You will gain not only theoretical knowledge but also a set of practical tools for strategic initiative management, program performance assessment, and project portfolio optimization.
  • Live sessions and expert interaction
    All classes are conducted as live sessions via Zoom, allowing you to ask questions, receive instant feedback from trainers, and discuss cases with peers. These are not pre-recorded lectures — it’s interactive learning that enables deeper understanding and adaptation of the material to your specific work context. Each session lasts 4 hours.
  • Trainers who are strategic-level practitioners
    The course instructors are professionals with hands-on experience managing large-scale programs and portfolios in international companies, having led strategic initiatives in major organizations. They will share practical insights and help you develop the competencies required to operate at a higher level.
  • Earn 32 PDUs for PMI certifications
    Participants will earn 32 PDUs toward continuing education requirements for Project Management Institute (PMI) certifications, including PMP, PgMP, and PMI-ACP.
  • Course language
    The course is delivered in Ukrainian, with training materials provided in English.

Course trainers

Course program

Module 1: Fundamentals of Program and Portfolio Management

  • Defining programs, projects, and portfolios: key differences
  • The role of programs and portfolios in strategic business management
  • Program and portfolio life cycles according to PMI standards
  • Value Delivery System: an approach to delivering business value

Module 2: Strategic Portfolio Management

  • Approaches to selecting programs and projects to maximize business value
  • Success metrics for portfolios
  • Portfolio analysis tools: RAG reports, Power BI
  • Risk management at the portfolio level

Module 3: Program Management

  • Benefits Realization Management
  • Developing a program business case and charter
  • Change management within programs
  • Stakeholder management at the program level
  • Managing risks and dependencies at the program level

Module 4: PPM Tools, Methodologies, and Operational Components

  • Hybrid, SAFe, LeSS: choosing the right framework for your organization
  • Integrating traditional and agile management approaches
  • Using modern tools for portfolio management
  • Financial management: P&L, Revenue, Gross Margin, ROI
  • Monitoring and controlling operational metrics of programs and portfolios

Module 5: Strategic Leadership at the Program and Portfolio Level

  • The role of a portfolio manager: when you’re entrusted with managing part of the business
  • The role of a program manager in executing strategic initiatives
  • Change Management: preparing people for change
  • Establishing and managing Steering Committees; working with Executive Leaders

Module 6: The Future of PPM – Artificial Intelligence, Automation, and Adaptation

  • Using AI for risk prediction and process optimization
  • Automating reporting and portfolio management
  • Strategic adaptation to changes in the business environment

Who is the “Program & Portfolio Mastery” course for?

  • Project, program, and portfolio managers who aspire to become strategic leaders.
  • PMO leaders looking to develop program management capabilities within their organizations.
  • C-level executives seeking to optimize the execution of strategic objectives.

 

 

 

Frequently Asked Questions

How can I join the event?

Free event

To join a free event:

  • Click the “Register” button on the selected event page.
  • Fill in the registration form.
  • Check your email — a message with event details will be sent to the address you provided.

Tip:
Please also check your Spam and Promotions folders if the email does not appear in your Inbox.


Paid training

To join a course:

  • Click the “Register” button on the selected event page.
  • Fill in the registration form.
  • Click the “Pay” button in the registration form to proceed to the payment page.

Please note:
Submitting the registration form does not guarantee a spot in the group.
Participation is confirmed only after 100% prepayment.

How can I pay for participation?

Payment for events is processed through the WayForPay payment system.

After completing the registration form, you will be automatically redirected to the secure payment page.

WayForPay ensures transaction security using modern data encryption technologies and certified international payment systems (Verified by Visa and Mastercard SecureCode).

Please note:
We do not have access to your bank card details.

I didn’t manage to complete the payment — what should I do?

If the invoice was not paid within 72 hours, or if you accidentally closed the browser tab with the payment page, please follow one of the options below:

1. Fastest option

  • Complete the registration form again on the event page to automatically generate a new invoice.
  • This allows you to continue the process quickly without contacting our admin team.

2. Alternative option

  • Reply to the confirmation email you received after registration.
  • We will assist you and send you a new payment link.

Can I receive an invoice for payment from a legal entity?

Yes, we can issue an invoice for payment from a legal entity and, if necessary, sign a service agreement with the client.

To receive an invoice, please contact our managers via email or phone.

To speed up the document preparation process, please include the following information in your message:

  • company legal name,
  • training/course name,
  • number of participants,
  • contact details.

Our managers will promptly prepare all the required documents for you.

What happens after payment?

1. Participation confirmation

After successful payment, we receive a notification from the payment system.

You will receive a confirmation email stating that you have been added to the event participant list.

2. Event reminder

6–7 days before the event, you will receive a reminder email with all details, including:

  • event location (or online access link),
  • date and time,
  • training schedule,
  • other organizational information.

Please note:
Sometimes emails may end up in the Spam, Ads, or Promotions folders.
If you do not see the message in your Inbox, please check these folders.

Will training materials be provided to participants?

Yes. After each session, course materials become available in our learning management system.

These may include:

  • presentations,
  • session recordings (for online formats, if permitted),
  • additional documents or trainer materials,
  • recommended reading list.

How to get access:

  • Before the first session, all participants are registered on the learning platform.
  • Notifications about new materials will be sent to your email and to the course chat after each session.

Please note:
The Certified Product Owner / Product Manager with SAFe® Online course and the Leading SAFe® 6.0 Online Certification Course are delivered exclusively as live online Zoom sessions.

Session recordings are not provided, as these courses are officially certified by Scaled Agile, Inc., and recordings are prohibited by their policies.

Can this training be delivered in a corporate format?

Yes. All trainings from the “Open Training” section can be delivered in a corporate format for your team or company.

How to request a corporate training:

• Fill in the contact form on our website, or
• Email us at info@e-5.com.ua.

Our managers will contact you to clarify the details and, if needed, tailor the training program to your business needs.

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