Course Introduction

The MoP® Foundation course introduces delegates to all change activities including what is included in the portfolio, what is the impact of MoP® on business as usual and organisation’s strategic objectives and what risks are being faced while implementing MoP®. The course provides an overview of the portfolio management techniques, practices and cycles, approaches to categorisation, prioritizing, balancing and planning and responsibilities of the main portfolio management. By the completion of the course, the delegates will be able to manage projects and programmes consistently and efficiently, maximise the return on investment, positively contribute to Management of portfolio initiatives and support the portfolio investment committees.


What's Included

Find out what's included in the training programme.

Course Content

The MoP® Foundation training course is provided by Datrix Training where you will be taught by one of our experienced instructors. 

The three day MoP® Foundation course is planned for delegates who want to develop MoP® understanding. The course introduces delegates to the principles, documents, principles, roles, responsibilities and organisational context within which portfolio management operates. The MoP® Foundation course equips the delegates with a clear understanding of Portfolio Management and how it is used in practice. During the three day training program, the delegates will discover the concept of portfolio management, why it is needed, principles upon which MoP® is based, differences between portfolios and portfolio management, governance approach and roles to consider when implementing MoP® and Portfolio Definition and Delivery cycles when using MoP®. 

MoP® Foundation Examination

The Management of Portfolio Foundation exam will be conducted on the last day of the training program. The exam verifies the knowledge of the delegates regarding the course content.  The details of the exam as follows:

  • 40 minutes long
  • Closed book exam
  • Multiple choice questions
  • Total 50 questions
  • 50% pass mark

Course Outline

Introduction to Portfolio Management

  • Definition of Portfolio
  • What is Portfolio Management?
  • Overview of Portfolio principles

Portfolio Management Model

  • Define Portfolio Management Model
  • Relation between principles, practices, cycles and other techniques
  • Various portfolio definition practices
  • Portfolio delivery practices
  • Terms and concepts of portfolio management
  • Objectives
  • Benefits and limitations
  • Benefits of assessing portfolio management impact
  • Measure portfolio management

5 Major Functions of Portfolio Management

  • Senior management
  • Governance alignment
  • Strategy Alignment
  • Portfolio Office
  • Energised Change Culture

Organisational and Strategic Context

  • Six key functions and activities of portfolio management
  • Coordinate with Business As Usual
  • Allocation of resources and budgeting
  • Strategic planning
  • Support effective corporate governance

Portfolio Definition Cycle

Various portfolio definition practices:

  • Understand
  • Categorise
  • Prioritise
  • Balance
  • Plan

Various techniques

  • Multi-criteria analysis
  • Decision conferencing
  • Multi-criteria analysis
  • Three-point estimating
  • Reference class forecasting
  • Clear line of sight planning

Portfolio Delivery Cycle

Portfolio delivery practices

  • Management control
  • Benefits management
  • Financial management
  • Risk management
  • Stakeholder engagement
  • Organizational governance
  • Resource management
  • Terms and concepts of portfolio delivery cycle

Roles and Documentation

  • Purpose of portfolio management
  • Roles and Responsibilities of portfolio managers
  • Purposes of significant documentation of Portfolio management

Delivery Methods


MoP Foundation Enquiry

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Reach us at 44 161 768 4797 or for more information.

Course Schedule

Select Your Location

Northampton from £3844
Leeds from £3294
Virtual from £2194
Newcastle from £3294
Crewe from £4394
Sheffield from £3294
Liverpool from £3294
Preston from £3844
Manchester from £3294
London from £3294


What is the experience of the instructor(s) delivering my course?

All of our instructors at Datrix are accredited and have over ten years of experience worldwide.

what time shall I arrive at the venue?

Please arrive at the venue for 08:45am.

How can I find more information?

If you would like to know any more information about our courses, please contact us on 0800 781 0626 or send us an e-mail on

What are prerequisites for attending this course?

The MoP® Foundation course has no prerequirement. Hence, anyone can attend the course. 

Who should attend this course?

The MoP® Foundation is aimed at individuals who are engaged in the roles of portfolio management formally or informally. The roles include benefits realisation, project and programme delivery and investment decision making. The Foundation course is also beneficial for those who are accountable for selection and delivery of business change initiatives including:

  • Senior Responsible Owners
  • Portfolio Office Contributors
  • Project and Portfolio Appraisers
  • Portfolio Managers
  • Management Board Members
  • Business Case Writers

What will you learn during the course?

  • Know the difference between project and programme management
  • Understand principles, techniques, roles and documentation of management of portfolio
  • Scope and objectives of portfolio management
  • Principles upon which portfolio management is based
  • Purpose of the major portfolio documents
  • Assess the success of portfolio management