Role-Based Programme
RB1524

AI-Powered Portfolio Management

Smarter Prioritisation, Governance & Strategic Investment Decisions

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Portfolio Management across strategic alignment, project prioritisation, investment review, governance, and reporting.
  • Explore practical prompting techniques for portfolio analysis, prioritisation, risk assessment, scenario comparison, and executive reporting.
  • Apply AI to consolidate information across projects and programs, identify portfolio-level patterns, and prepare decision-support outputs.
  • Identify opportunities to improve portfolio visibility, prioritisation consistency, governance efficiency, and strategic decision support.
  • Recognise data accuracy, financial assumptions, governance requirements, strategic context, and human-review responsibilities when using AI.

Tools covered

Generative AI AssistantsAI-Assisted Portfolio AnalysisProject PrioritisationPortfolio ReportingRisk & Dependency AnalysisInvestment Scenario SupportExecutive SummarisationBasic Workflow Automation

Who should attend

  • Portfolio Managers
  • Portfolio Analysts
  • PMO Managers
  • Enterprise PMO Professionals
  • Program Managers
  • Senior Project Managers
  • Strategic Planning Professionals
  • Transformation Portfolio Professionals
  • Investment Planning Professionals
  • Project Governance Professionals
  • Portfolio Reporting Analysts
  • Business Transformation Leaders
  • Project & Program Management Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of portfolio, program, or project-management activities
  • Familiarity with project prioritisation, business cases, budgets, risks, or portfolio reporting is helpful
  • Basic computer and spreadsheet skills
  • No AI or programming knowledge required
  • No previous Generative AI experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Portfolio Management
  • Identifying AI applications across strategic alignment, prioritisation, governance, risk, and reporting
  • Understanding AI assistance versus Portfolio Manager and executive judgement
  • Recognising activities where validated business, financial, and project information remain mandatory
Practical activities
  • Mapping common Portfolio Management activities to potential AI applications
  • Comparing a traditional portfolio-review task with an AI-assisted approach

Scenarios

Project Pipeline to Prioritised Portfolio

Project Proposals → AI-Assisted Evaluation → Strategic Alignment → Benefits → Costs → Risks → Priority Matrix → Portfolio Recommendation

Participants use AI to organise and compare a sample set of project proposals against defined portfolio criteria and prepare a structured prioritisation view for governance review.

Active Portfolio to Executive Rebalancing Review

Portfolio Status + Risks + Capacity + Benefits + Dependencies → AI Consolidation → Exceptions → Scenario Options → Rebalancing Decisions → Executive Brief

Participants use AI to consolidate sample portfolio information, identify major constraints and exposures, and prepare a concise executive review while retaining all investment and portfolio decisions with authorised governance bodies.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.