Portfolio Management Training

Understanding Agile Governance


This course is available for private sessions upon request.


C-Level Executives, PMO Directors, Product Managers, and others make critical decisions about where to invest an organization’s resources when developing products and services. Our Portfolio Management class presents simple and practical techniques for the effective management of Portfolios of business initiatives. These techniques are relevant for product development in any industry, including hardware and software.

Learning Objectives

Students will learn how to develop Portfolios of business initiatives, how to define selection criteria for initiatives, techniques for selecting and scheduling initiatives, and techniques for monitoring and revising initiatives chosen for development.


C-Level Executives, PMO Directors, Product Managers, and others who make decisions about business initiatives to be developed.


  • Organizational Strategy and Objectives
  • The Portfolio Charter
  • Initiatives and Business Cases
  • Factors that Drive Decisions about Initiatives
  • Portfolio Decision Techniques
  • Portfolio Planning
  • Tracking Progress of Initiatives in Development
  • Managing Changes to Initiatives in Development


Kevin Thompson

Kevin Thompson, Ph.D., has a doctorate in Physics from Princeton University, and extensive background in managing software development projects. He specializes in training individuals, teams, and organizations in agile development. Dr. Thompson helps companies make the challenging transition to agile development by working with development teams and business stakeholders to identify their needs, define the right process for the business, determine the steps needed to implement the process, and work through the steps successfully. Dr. Thompson has Project Management Professional (PMP), Scrum Master (CSM), PMI Agile Certified Practitioner (ACP), and Scrum Practitioner (CSP) certifications.