Role-Based Programme
RB1525

AI-Powered Portfolio Management

Smarter Prioritisation, Investment Analysis & Strategic Governance

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Portfolio Management across strategic alignment, investment prioritisation, governance, performance monitoring, and executive reporting.
  • Apply AI-assisted techniques to consolidate portfolio data, compare initiatives, assess risks, and support prioritisation discussions.
  • Use structured prompting for portfolio reviews, strategic alignment analysis, scenario comparison, resource considerations, and management reporting.
  • Explore AI-supported approaches for identifying portfolio imbalances, cross-program dependencies, underperforming initiatives, and emerging strategic risks.
  • Build responsible AI-assisted portfolio workflows while maintaining governance, data quality, financial discipline, strategic accountability, and human judgement.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AISpreadsheet & Data AnalysisPortfolio Analysis AIPrioritisation & Scenario AnalysisRisk & Dependency AnalysisDashboard & Reporting AIWorkflow Automation

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of Project, Program, or Portfolio Management
  • Familiarity with project prioritisation, business cases, budgets, risks, governance, or portfolio reporting is helpful
  • Basic computer, spreadsheet, and document-handling skills
  • No AI or programming knowledge required
  • No previous AI training required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to portfolio-management activities
  • Identifying AI applications across strategic alignment, prioritisation, risk analysis, governance, and reporting
  • Understanding AI assistance versus Portfolio Manager and leadership judgement
  • Recognising limitations such as incomplete data, weak assumptions, bias, and unsupported recommendations
Practical activities
  • Mapping a typical Portfolio Management workflow
  • Identifying repetitive and information-intensive portfolio activities suitable for AI assistance
  • Comparing a traditional portfolio-analysis task with an AI-assisted approach

Scenarios

Initiative Pipeline to Prioritised Portfolio Review

Strategic Objectives + Initiative Data → AI-Assisted Classification → Value & Risk Comparison → Dependency Review → Prioritisation Options → Governance Discussion

Participants use AI to structure and compare a sample initiative pipeline, identify trade-offs, and prepare prioritisation options for leadership review without delegating the final investment decision to AI.

Portfolio Performance to Rebalancing Decision Support

Project & Program Status + Budget + Risks + Benefits + Dependencies → AI Analysis → Underperforming Areas → Scenario Options → Portfolio Rebalancing Summary

Participants use AI to analyse sample portfolio information, identify strategic and delivery concerns, and prepare a management-ready portfolio rebalancing summary for authorised decision-making.

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