Opleiding: PRINCE2® Portfolio Management Foundation and Practitioner - Including Exams [MOP]

OVERVIEW

PRINCE2® Portfolio Management Foundation & Practitioner 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.

This course provides delegates with an understanding of the PRINCE2® Portfolio Management principles, cycles, practices, techniques, roles, and documentation, as well as the ability to apply and tailor them effectively in different organisational environments.

The course engages with students to ensure that theory is embedded and delegates feel confident in the practical application of PRINCE2® Portfolio Management. It prepares delegates for both the PRINCE2® Portfolio Management Foundation and Practitioner examinations.

Updated September 2026

OBJECTIVES

The objective of the course is to enable students to understand and apply PRINCE2® Portfolio Management principles, cycles, practices, techniques, roles, and documentation, and to prepare them for the Foundation and Practitioner level examinations.

Specifically, candidates will be able to:

• Understand the scope, objectives, and benefits of portfolio management and how it differs from programme and project management
• Understand the context within which portfolio management operates
• Understand the principles upon which successful portfolio management is based
• Understand the approaches to implementing, sustaining, and measuring portfolio management
• Understand the portfolio definition and delivery cycles and their component practices and techniques
• Understand the purpose and key content of the major portfolio management documents
• Understand the roles and responsibilities involved in portfolio management
• Apply and tailor PRINCE2® Portfolio Management principles, practices, and techniques to different organisational environments
• Evaluate examples of PRINCE2® Portfolio Management information, including documents and role descriptions
• Analyse and evaluate solutions adopted in relation to a given portfolio management scenario
• Identify appropriate and inappropriate application of portfolio management practices and techniques in a given scenario
• Apply PRINCE2® Portfolio Management to a live portfolio with suitable support
• Prepare effectively for and successfully complete the Foundation and Practitioner examinations

AUDIENCE

The PRINCE2® Portfolio Management Foundation & Practitioner qualification 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:

- Senior Responsible Owners (SROs)
- Members of management boards
- Directors of Change
- Portfolio, Programme, Project, Business Change, and Benefits Managers
- Business Case writers
- Project appraisers
- Portfolio Office members and those supporting portfolio management activities

CERTIFICATION

PRINCE2® Portfolio Management Foundation Exam

• 50 multiple-choice questions
• 40 minutes
• Closed book
• Minimum required score to pass: 50%

PRINCE2® Portfolio Management Practitioner Exam

• 80 multiple-choice questions
• 180 minutes
• Open book
• Minimum required score to pass: 50%

Web-proctored exam vouchers are included in the course fee. Exam vouchers have a validity of 12 months, and candidates will need to schedule their exams within this time frame.

Upon successfully passing each exam, delegates will receive the relevant PRINCE2® Portfolio Management Foundation and Practitioner certification.

CONTENT

• The definitions of portfolio and portfolio management
• The scope, objectives, and benefits of portfolio management
• The differences between portfolio and portfolio management, and project/project management and programme/programme management
• The PRINCE2® Portfolio Management model
• The relationship between the principles, cycles, practices, and relevant techniques
• The context within which portfolio management operates
• Local circumstances that may affect how PRINCE2® Portfolio Management principles and practices are adapted
• Applying portfolio management concepts to different organisational scenarios

• The approaches to implementing portfolio management
• When each approach to implementation is most relevant
• The advantages of planned approaches to implementation
• The main elements and keys to success
• The seven steps and their benefits in a staged implementation of portfolio management
• Assessing the impact of portfolio management
• Factors to consider in sustaining progress
• Approaches to assessing portfolio management maturity
• Applying and evaluating implementation, sustainability, and measurement approaches in a given scenario

• The strategic and organisational context of portfolio management
• The key functions and activities that portfolio management needs to coordinate with to achieve strategic objectives
• Coordination with business as usual
• Strategic planning
• Resource allocation and budgeting
• Project and programme management
• Performance management
• Supporting effective corporate governance
• Senior management commitment
• Governance alignment
• Strategy alignment
• Portfolio office
• Energised change culture

• The five principles upon which effective portfolio management is based
• Applying and tailoring the principles to different organisational environments
• Management control
• Benefits management
• Financial management
• Risk management
• Stakeholder engagement
• Organisational governance
• Resource management
• Management by exception
• One version of the truth
• Staged release of funding
• Clear line-of-sight reporting
• Champion-challenger model
• Applying and analysing the principles and techniques in different scenarios

• The purpose and objectives of the portfolio definition cycle
• The portfolio definition practices
• Categorize
• Prioritize
• Balance
• Plan
• Understanding the terms and concepts relating to the portfolio definition cycle
• Three-point estimating and reference class forecasting
• Driver-based strategic contribution analysis
• Multi-criteria analysis
• Decision conferencing
• Clear line of sight
• Applying and tailoring portfolio definition practices and techniques to a scenario
• Identifying, analysing, and distinguishing between appropriate and inappropriate application of portfolio definition practices and techniques

• The purpose and objectives of the portfolio delivery cycle
• The portfolio delivery practices
• Applying and tailoring portfolio delivery practices and techniques to a scenario
• Identifying appropriate practices and techniques
• Identifying, analysing, and distinguishing between appropriate and inappropriate application of portfolio delivery practices
• Analysing whether approaches adopted are appropriate in a given scenario

• The main portfolio management roles identified in PRINCE2® Portfolio Management
• The purposes and responsibilities of the main portfolio management roles
• Applying and tailoring roles to different scenarios
• Identifying appropriate application of portfolio management roles
• Analysing whether roles have been involved appropriately
• The purposes of the main portfolio management documentation
• Key content of portfolio management documentation
• Identifying appropriate information using typical contents for inclusion in relevant portfolio documentation
• Analysing whether portfolio documentation is fit for purpose
• Applying and tailoring PRINCE2® Portfolio Management to a given scenario

• Foundation examination overview
• Practitioner examination overview
• Review of key principles, cycles, practices, techniques, roles, and documentation
• Foundation practice questions
• Practitioner scenario-based questions
• Applying and analysing PRINCE2® Portfolio Management in examination scenarios
• Examination techniques and preparation