Management of Portfolios (MoP)® Foundation & Practitioner Blended Learning

Foundation

The Foundation level qualification measures understanding of the principles, cycles, practices, techniques, roles, responsibilities, documents and organizational context within which portfolio management operates. Specifically by the end of the Foundation course you should know and 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

Practitioner

By the end of the Practitioner element of the course you should be able to apply and understand how to tailor MoP effectively.  Specifically you should be able to demonstrate your ability to:

• define the business case to get senior management approval for portfolio management
• plan the implementation of portfolio management
• select and adapt MoP principles, practices and techniques to suit different organizational environments
• evaluate examples of MoP information (including documents and role descriptions)
• analyse the solutions adopted in relation to a given scenario

Foundation e-learning

Introduction

• The purpose and structure of the course
• The format and style of the MoP examination

Introduction to MoP

• Introduction to or description of:
• MoP as part of a suite of Best Practice Management products
• Definitions of the terms Project, Programme and Portfolio
• Descriptions of the terms Project, Programme a Portfolio Management
• The differences between Projects, Programme and Portfolios
• The principles of MoP and the ‘lite touch’ techniques
• The two Portfolio cycles and the definition and delivery practices
• The need to tailor the MoP guidance to suit your organisation
• The objectives and benefits of Portfolio Management

Strategic and organisational context

• The relationship between Portfolio Management and the other functions or activities with which it must coordinate

Roles and documentation

• MoP roles and responsibilities, documents and the contents

MoP Principles

• Description of the MoP principles and the keys to the success of each

Implement , sustain, measure

• The three approaches to implementation of MoP
• Key factors in implementing and sustaining progress
• Assessing maturity and impact on the organisation
• Organisational energy

Definition cycle

• Explanation of the five definition practices

Delivery cycle

• Explanation of the seven delivery practices

MoP Foundation examination technique

• How to approach the MoP examination

MoP Foundation examination simulator

• Featuring timed sample questions in the style of the MoP examination

Practitioner classroom

Introduction and the Practitioner examination overview

Implement, sustain and measure

• strategic and organizational context
• portfolio management principles
• portfolio delivery cycle
• organizational governance

Portfolio definition cycle

• portfolio management principle (strategy alignment) 

Portfolio delivery cycle

• all practices except organizational governance

Roles and documentation

• 12 months access to our accredited MoP Foundation online learning
• MoP Foundation exam: must be taken online via web proctor and pass confirmation received prior to attending your workshop (must be taken within 12 months of purchase)
• Two-day MoP Practitioner workshop (virtual/classroom) (must be taken within 12 months of purchase)
• MoP Practitioner exam: must be taken online via web proctor (must be taken within 12 months of purchase)
• The official MoP manual (digital & hardcopy)

Optional extra:

• ​Take2 exam insurance – A cost effective solution, providing insurance and peace of mind if things don’t go to plan with your first exam attempt. For more information and terms and conditions click here

Materials

Course material for your Practitioner workshop: 

If you opt for classroom delivery you will be provided with a printed version of the ILX course material. This will be issued on day one of your course.

If you select virtual delivery material will be accessible via the ILX portal. Full instructions with a link to the portal will be issued within 48 hours once you have booked your chosen course date.The course materials will be provided in a PDF format and available for download. You will need to download and save the materials to your device, so that you can annotate them during the training course.

Digital & hardcopy official manual: Your will be sent an email invitation within 48 hours of your purchase to register on the Peoplecert portal. Once registered you will be able to access the digital version of your manual. Please note: There is a 5-year limitation in accessing your eBook.The hardcopy will be shipped to your chosen address within 48 hours of purchase.

Exams are taken online via remote proctor. You will be sent an email invitation within 48 hours of your purchase to register on the Peoplecert portal for the Foundation exam. Once registered you will be able to book your online Foundation exam at a date and time of your choice. Once you have booked your Practitioner course you will be sent another email invitation approximately two working days prior to course commencement. This will enable you to book your online Practitioner exam at a date and time of your choice.  You are responsible for booking your own exam. For more information about how to take your exam and the technical requirements, please click here. 

Please note: We would like to inform you that during open book exams candidates can use only official hard copy books or softcopy e-books available only through VitalSource on a secondary device. 

Recertification: This certification has a renew within three years of the award date to remain current. There are multiple ways to recertify, more information regarding the options can be found here.

Exam format

Foundation

• Multiple choice examination questions
• 50 questions per paper
• 25 marks required to pass (out of 50 available) - 50%
• 40 minutes’ duration
• Closed book

Practitioner 

• Objective testing format
• Four questions per paper with 20 marks available per question - all question items will be worth one mark, making the total number of marks available per paper 80
• Three hours allowed Open book exam (MoP guide only)
• 40 marks required (out of 80 available) to pass - 50%

This certification 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 realization. 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
• Business case writers and project appraisers

You must pass the Foundation exam prior to attending the Practitioner examination.