MoP® Management of Portfolios

Face-to-face duration: 3 days
PDU's: 24

Course Overview

Management of Portfolios (MoP) is a coordinated collection of strategic processes and decisions that provide a mechanism for organisations to understand, prioritise and balance the resources needed. It enables evaluation of the impact of projects, programmes and change initiatives to realise benefits as early as possible, whilst protecting ‘business as usual’.

The MoP Foundation course gives you a detailed explanation of the steps needed to define and deliver a portfolio of initiatives.

This course comprises three days of trainer-led instruction and practical exercises, conveying an understanding of the MoP guidance and culminating in the Foundation examination.

Course Objectives

This course will enable candidates to understand the:

  • scope and objectives of portfolio management and how it differs from programme and project management
  • benefits from applying portfolio management
  • context within which it operates
  • principles upon which successful portfolio management is based
  • approaches to implementation, the factors to consider in maintaining progress, and how to assess the success of portfolio management
  • purposes of the portfolio management definition and delivery cycles and their component practices, and relevant techniques applicable to each practice
  • purpose and key content of the major portfolio documents
  • scope of key portfolio management roles.


The Foundation course is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realisation.

It is relevant to all those involved in the selection and delivery of business change initiatives including: members of management boards and directors of change; Senior Responsible Owners (SROs); portfolio, programme, project, business change and benefits managers; and business case writers and project appraisers.


There are no prerequisites for the course; however, some basic understanding of portfolio management principles would be useful.


  • What is portfolio management?
  • the strategic and organisational context
  • portfolio management principles
  • portfolio management cycles
  • portfolio definition practices
  • portfolio delivery practices.

Delivery Strategy

  1. The course has been structured to be delivered over three (3) interactive daysand will be led by our experienced trainers.
  2. Participants will receive a student workbook that includes a series of theories and models, accompanying information, additional reading, written activities, reflective tasks and PowerPoint slides.

Exam Format

The objective of the examination is to enable you to demonstrate an understanding of the Management of Portfolios (MoP) principles, cycles, practices, techniques, roles and documentation. The Foundation exam uses objective test questions, which require you to choose a response to a question from a set of choices, for which the correct answer is pre-determined.

The Foundation exam is a 40-minute closed book, multiple choice exam at the end of Day 3 of the course. You must get at least 25 of the 50 questions correct to pass.

Note: Homework and evening study is highly recommended to prepare for the exam.

Institute of Management will conduct the exam on behalf of the Accredited Examination Institute PeopleCert, subject to their terms and conditions.

Program Outline

Day One

  • Introducing portfolio management
  • Strategic and organisational context
  • Principles of portfolio management
  • Portfolio definition: practices and techniques

Day Two

  • Portfolio delivery: practices and techniques
  • Roles
  • Documents
  • Implement, sustain and measure

Day Three

  • MoP tools and techniques tailoring.
  • Embedding and reviewing
  • MoP in the workplace
  • MoP Foundation exam

Institute of Management is a reseller of MoP® Management of Portfolios through Aspire Australasia Pty Ltd trading as Inspiring Projects ABN 63 122 098 686
MoP® is a registered trade mark of AXELOS Limited. All rights reserved.


"The Student Manual is a logical, carefully thought through and well presented document. The face-to-face facilitators are helpful, patient, knowledgeable and passionate. Thank you for the time and effort that blueVisions have put into preparing and supporting this course."

David Thorpe iiNet Australia

"Your personal contribution to our training has been invaluable. Your infectious high spirits and genuine want for our success have shone through. I sincerely thank you for your efforts over the past two years."

Stephen Davies Group Manager, Construction Services Group, NSW

"Your course made me realise how irrelevant what I was learning through my university course actually was to my job. Due to this, I will be seeking to complete the remainder of the modules in this diploma through blueVisions."

Damien Bleeker Project Coordinator, Liverpool City Council, NSW

"Thank you for a wonderful course....This has been by far the best development course I've ever been a part of."

David Darcy LSPSPO - Defence Materiel Organisation

"Having sat in at various times in both courses, as well as being present for the final summary and feedback sessions I was really impressed with the positive feedback and outcomes. The blueVisions trainers did an awesome job and really motivated and inspired both groups. The level of the course was spot on for each group."

Brian Clarke Leadership Development Coordinator, Gasco