Project Management


The objective of the course is to prepare learners for both the MoP Foundation and Practitioner level examinations. To confirm understanding of the MoP principles, cycles, practices, techniques, roles and documentation. This will enable them to work as an informed member of a Portfolio Office or in a range of Portfolio Management roles.


Management of Portfolios (MoP)

Foundation and Practitioner

Management of Portfolios (MoP) provides advice and examples of how to apply principles, practices, and techniques that together enable the most effective balance of organisational change and business as usual.
Delivered by fully accredited trainers and industry leading experts with extensive experience of portfolio management, the course engages with the students to ensure that theory is embedded, and delegates feel confident in the practical application of MoP.
The objective of the course is to prepare learners for both the MoP Foundation and Practitioner level examinations. To confirm understanding of the MoP principles, cycles, practices, techniques, roles and documentation. This will enable them to work as an informed member of a Portfolio Office or in a range of Portfolio Management roles.

Exam Certification

The exam certification is accredited by Peoplecert. Exam will be conducted at an approved test centre.

Course Outline

Module 1 

  • The definitions of portfolio and portfolio management
  • The portfolio management model and the relationship between the principles, cycles,
  • practices and relevant techniques
  • The differences between portfolios and portfolio management on the one hand, and
  • projects/project management and programmes/programme management on the other
  • The local circumstances that will affect how the MoP principles and practices will be
  • adapted and how cost-effective approaches can be adopted
  • The objectives and benefits of portfolio management

Module 3

Strategic and organisational context
The 6 key functions/activities that portfolio management needs to coordinate with to achieve strategic objectives
Identify how portfolio management can:
  • Coordinate with Business as Usual, strategic planning, resource allocation and budgeting, project and programme management, performance management to deliver strategic objectives
  • Support effective corporate governance

Module 5

Portfolio definition cycle
The portfolio definition practices:
  • Understand • Categorize • Prioritize
  • Balance
  • Plan
Understand the terms and concepts relating to the portfolio definition cycle.
The techniques of:
  • Three point estimating and reference class forecasting
  • Driver-based strategic contribution analysis
  • Multi-criteria analysis
  • Decision conferencing
  • Clear line of sight
What is involved and the keys to success.

Module 7

Roles and documentation
  • The purposes and responsibilities of the main portfolio management roles identified in MoP
  • The purposes of the main portfolio management documentation

Module 9

Implement, sustain and measure
  • Identify appropriate approaches when implementing, sustaining, and measuring portfolio management for a given scenario
  • Analyse whether recommended approaches to implementing, sustaining, and measuring portfolio management have been undertaken appropriately in the context of a given scenario, with reasons

Module 11

Portfolio delivery cycle
  • Apply and tailor the practices, techniques and responsibilities of the portfolio delivery cycle to a scenario
  • Identify appropriate practices and techniques within the portfolio delivery cycle
  • Identify, analyse and distinguish between appropriate and inappropriate application of
  • portfolio delivery practices to a scenario
  • Analyse whether the approaches adopted are appropriate, with reasons, in a given
  • scenario

Module 2

Implement, sustain and measure
  • The three broad approaches to implementing portfolio management; when each approach to implementation is most relevant, the advantages of planned approaches to implementation
  • The benefits of assessing the impact of portfolio management
  • Seven steps (and their benefits) in a staged implementation of portfolio management
  • The factors to consider in sustaining progress
  • Approaches to assessing portfolio management maturity

Module 4

Portfolio management principles
The 5 principles upon which effective portfolio management is based
  • Senior management commitment
  • Governance alignment
  • Strategy alignment
  • Portfolio office
  • Energised change culture

Module 6

Portfolio delivery cycle
The portfolio delivery practices:
  • Management control
  • Benefits management
  • Financial management
  • Risk management
  • Stakeholder engagement
  • Organizational governance
  • Resource management
The techniques of:
  • Management by exception
  • One version of the truth
  • Staged release of funding
  • Clear line of sight reporting
  • Champion-challenger model
What is involved, the main elements, and keys to success.

Module 8

Practitioner Examination Overview
An overview of the MoP Practitioner exam – length, number and type of questions, etc

Module 10

Portfolio definition cycle
  • Apply and tailor the practices and techniques of the portfolio definition cycle to a scenario
  • Identify appropriate practices and techniques within the portfolio definition cycle
  • Identify, analyse and distinguish between appropriate and inappropriate application of
portfolio definition practices and techniques to a scenario

Module 12

Roles and documentation
  • Apply and tailor MoP to a scenario.
  • Identify appropriate application of the main portfolio management roles identified in MoP
  • Identify, analyse and distinguish between appropriate and inappropriate application of the syllabus area to a scenario.
  • Analyse whether, the specified roles have been involved appropriately, with reasons
  • Identify appropriate information, using typical contents, for inclusion in the relevant portfolio
  • Analyse whether the portfolio documentation is fit for purpose, with reason
All delegates will be given the opportunity to sit the MoP Foundation examination in the late afternoon of the third day of the course. The MoP Foundation exam consists of:
  • 50 multiple choice questions
  • 40 minutes
  • Closed book
  • Candidates require a minimum of 25 correct answers (50%) to pass.
The Foundation exam is marked, and provisional results are given to all candidates before the end of the third day.
Successful Foundation candidates will be given the opportunity to sit the MoP practitioner examination in the morning of the last day of the course.
The MoP practitioner exam consists of:
  • 80 multiple choice questions
  • 3 hours
  • open book
  • Candidates require a minimum of 40 correct answers (50%) to pass.

Managing Successful Programmes (MSP)

MSP Foundation - gives you the fundamentals of the framework, enabling you to embed MSP within your day-to-day work practices.
MSP Practitioner - builds on MSP Foundation. It gives you the analytical tools to think strategically as a successful programme manager.
Duration 5 days


MSP is the go-to certification and guidance for programme managers, business change managers and the next step for project managers to develop their knowledge and skills to be able to positively respond to the challenges they face when managing programmes and larger, more strategic or multiple projects.
MSP is a globally recognised framework for best practice programme management. MSP is specifically designed to address the most common challenges that organizations encounter when leading investments in change. It is designed to align programmes and projects to organizational strategy and to provide governance. It focuses on the outcomes of benefit, whilst mitigating risks and actively engaging stakeholders.
MSP can be used in conjunction with all the other best-practice products (such as PRINCE2 and MoP) and international or internal organizational standards.
MSP 5th edition consists of a set of principles, themes and processes that provide a clear roadmap for the programme lifecycle and ensure successful organizational outcomes.
Using elements from QA’s ‘Performance Based Learning’ approach, we help you to not only know MSP, but also apply and tailor it for your programmes. The course has been designed by award winning instructional designers to ensure that it provides an interactive and engaging introduction to MSP. Our experienced MSP experts explain the method through a wide range of individual and group exercises, case-study application, learning ‘games and practice exam questions.

Learning Outcomes

For foundation:
  • Demonstrate an understanding of the various components of the MSP®5th Edition best practice programme management framework
  • Describe each step of the MSP® journey, listing the activities required to guide a programme throughout its lifecycle
  • Outline the relevant aspects of MSP® principles, themes and lifecycle in context For practitioner
  • Build on the knowledge gained in the Foundation course
  • Demonstrate sufficient ability to apply and tailor the MSP programme management framework (as described in the practitioner syllabus) to be awarded the MSP Practitioner qualification.
  • Be able to start applying the framework to a real programme
  • Course Outline
  • MSP Foundation and practitioner examinations
  • Special Notices
  • There are two ways to gain your MSP certification:
  • Attend a training course with an accredited training organization, which will include the exam as part of the course
  • Self-study using the core manual, then book an exam directly with PeopleCert, our examination institute partner.

Online exams with PEOPLECERT

The PEOPLECERT online exam system is called EXAM SHIELD and involves the presence of a human supervisor who checks online that the exam is been carried out correctly.
The HW and SW requirements are as follows:
  • Windows® 10, Windows® 8.1, Windows® 8, Windows® 7, macOS 10.10 (Yosemite), 10.11 (El Capitan), Sierra (10.12) or High Sierra (10.13).
  • Dual-core 2.4GHz CPU or faster with at least 2GB of RAM.
  • An internet connection with a speed not inferior to 4Mbps
  • A monitor (at least 15”) with a resolution of 1024 x 768 or more
  • Keyboard, mouse or equivalent
  • A webcam (built in or external) which can be rotated
  • Speakers and microphone (the use of headsets is only allowed during onboarding).
 The use of virtualisation software such as VMware, Virtual PC or Sandbox, is not allowed during the exam.

Exam procedure

Phase 1- Exam purchase
The exam can be purchased on this site. Upon successful completion, you will receive a voucher code via email that you will need to be able to take the exam (PeopleCert Code).
Phase 2- Registration on PEOPLECERT site and exam scheduling
The first step is to register for the exam at If you do not have a PeopleCert account, you will need to create a new one. After that, log in to your web account. Click Register for an exam to register for your exam. Select Using Exam
Voucher, enter your Voucher code and click the Submit button. If additional data is required for the specific exam, you will be prompted to complete the appropriate fields. Then your exam data will appear: to complete your exam registration, click on the Submit button. An email confirming your exam registration and your exam details will be sent to you. These are also available in the My exams section of your Web Account.
You must book the exam at least 3 working days before you want to sit for the exam.
Phase 3 – Taking the exam
To be able to take the exam you must install the EXAM SHIELD software from the link that can be found in the email confirmation you received. You should complete the installation up to 1 hour before the exam and at the same time deactivate any virtualisation software you may have.
You should also check that
  • You have a valid ID document with photo with you
  • You can rotate the webcam 360°
  • You haven’t got other screens or webcams connected to your computer.
 At least 10 minutes before you are due to start the exam, press the EXAM SHIELD “OK” button and wait for the arrival of the supervisor if he/she is not yet online. A pop up message will notify you if any application needs to be closed to continue with the exam. After that, an intuitive wizard will guide you towards connecting to your Proctor and starting your exam; you will have to:
  • Check exam guidelines
  • Scan your ID
  • View exam tutorial
  •  When your proctor will join the session, you will be instructed to:
  • Check your audio and video performance
  • Show your ID to the camera if needed
  • Show your room (360 camera rotation) and your desk
  • Share your screen with your online proctor
  • Confirm your personal details. If any of the information is incorrect, please inform your online proctor
  • Your online proctor will let you know when you are set to begin your exam!