Role-Based Programme
RB1526

AI-Powered Portfolio Management

Smarter Investment Prioritisation, Resource Optimisation & Strategic Governance

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Apply AI across Portfolio Management activities including portfolio intake, evaluation, prioritisation, resource allocation, risk oversight, benefits tracking, and governance.
  • Use AI-assisted techniques to analyse project and program performance, strategic alignment, dependencies, resource demand, risks, costs, and expected benefits more efficiently.
  • Develop structured workflows for investment evaluation, portfolio balancing, prioritisation, exception management, and executive decision support.
  • Improve portfolio visibility through AI-assisted dashboards, scenario analysis, concentration-risk identification, capacity insights, and strategic performance reporting.
  • Apply responsible AI practices covering data quality, confidentiality, assumptions, decision transparency, prioritisation bias, and human oversight.

Tools covered

Generative AI AssistantsPortfolio AnalyticsProject Prioritisation SupportResource & Capacity AnalysisRisk & Dependency AnalysisBenefits TrackingSpreadsheet AnalysisScenario AnalysisExecutive ReportingWorkflow Automation

Who should attend

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

Prerequisites & Participant Readiness

  • Working knowledge of project, program, portfolio, PMO, or strategic planning activities
  • Familiarity with project performance, business cases, resources, risks, benefits, and governance is helpful
  • Basic spreadsheet and data-analysis skills
  • Basic awareness of Generative AI is helpful
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, analytics, automation, and their role in portfolio management
  • Identifying AI applications across intake, prioritisation, resource planning, risk, benefits, and reporting
  • Understanding AI assistance versus Portfolio Manager and governance-body accountability
  • Recognising risks related to incomplete data, biased prioritisation, weak assumptions, and over-automation
Practical activities
  • Mapping the portfolio lifecycle to AI-assisted activities
  • Identifying repetitive portfolio-analysis and reporting tasks suitable for AI support
  • Comparing traditional and AI-assisted Portfolio Management workflows

Scenarios

Investment Pipeline to Prioritised Portfolio

Initiative Requests → AI-Assisted Intake → Strategic Alignment → Cost + Benefit + Risk Analysis → Resource Capacity → Prioritisation → Portfolio Selection → Governance Review

Participants assess a simulated pipeline of projects and programs, compare them against approved strategic and investment criteria, identify resource constraints, and prepare a prioritised portfolio for governance consideration.

Portfolio Performance to Rebalancing Decision

Project & Program Status + Benefits + Resources + Risks + Budget Constraints → AI Analysis → Underperforming Initiatives → Scenario Options → Rebalancing Actions → Executive Portfolio Report

Participants consolidate portfolio performance data, identify initiatives requiring intervention, compare rebalancing scenarios, and prepare an executive-ready portfolio report with trade-offs, actions, and decision requirements.

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.