Role-Based Programme
RB1527

AI-Powered Portfolio Management

Strategic Prioritisation, Investment Intelligence & Portfolio Optimisation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced capability to apply AI across project portfolio planning, prioritisation, investment analysis, governance, resource allocation, and performance monitoring.
  • Use AI to analyse project proposals, strategic alignment, budgets, benefits, risks, dependencies, resource demand, delivery performance, and portfolio data.
  • Build repeatable AI-assisted workflows for portfolio intake, evaluation, prioritisation, scenario analysis, governance reviews, and executive reporting.
  • Apply AI to identify overlapping initiatives, resource conflicts, investment risks, underperforming projects, strategic gaps, and portfolio optimisation opportunities.
  • Design responsible AI-enabled Portfolio Management workflows with appropriate controls for data quality, financial assumptions, strategic accountability, transparency, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AISpreadsheet & Data AnalysisPortfolio AnalyticsInvestment Prioritisation ToolsResource & Capacity AnalyticsRisk AnalyticsReporting & Dashboard ToolsKnowledge Management AIWorkflow Automation

Who should attend

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

Prerequisites & Participant Readiness

  • Working knowledge of portfolio management, program management, PMO, strategic planning, or project governance
  • Familiarity with project proposals, budgets, benefits, risks, resources, dependencies, and portfolio reporting
  • Basic proficiency with spreadsheets, documents, presentations, numerical data, and workplace productivity applications
  • No previous AI course attendance required
  • No programming background required

TOC Modules

Concepts
  • Understanding Generative AI, analytical AI, Document AI, and workflow automation
  • Mapping AI opportunities across portfolio planning, prioritisation, governance, and optimisation
  • Understanding AI assistance versus accountable strategic and investment decisions
  • Recognising risks involving poor data, biased criteria, unsupported assumptions, and over-automation
Practical activities
  • Mapping an existing portfolio-management lifecycle
  • Comparing manual and AI-assisted portfolio activities
  • Creating a Portfolio Management AI opportunity matrix

Scenarios

Initiative Pipeline to Portfolio Investment Review

Initiative Intake → Strategic Alignment → Business Case Analysis → Prioritisation → Resource Capacity → Risk Assessment → Portfolio Balance → Funding Review

Participants use AI-assisted techniques to evaluate a simulated pipeline of projects and programs, compare strategic value and constraints, and prepare an executive-ready portfolio investment review.

Portfolio Performance to Strategic Rebalancing

Project & Program Data + Costs + Benefits + Resources + Risks + Dependencies → AI Analysis → Portfolio Exceptions → Scenario Options → Rebalancing Actions → Dashboard → Executive Review

Participants design an AI-enabled Portfolio Management workflow that consolidates portfolio data, identifies underperforming or constrained initiatives, evaluates alternative investment scenarios, and strengthens strategic portfolio visibility while retaining final decisions with accountable leadership.

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