Capital Portfolio Planning and Management
The Capital Portfolio Management course provides a practical approach to capital planning and portfolio management. Participants learn how to manage their legacy and investment capital portfolios more efficiently and to achieve organizational strategic objectives while controlling costs. Gap analysis and market research will be addressed relative to the development of Capital Plans and business cases. Participants will learn how to conduct risk adjusted net present value benefit cost analyses and how to prioritize investments relative to budget constraints and opportunity costs.
What you will learn
- Manage legacy and investment capital portfolios; incorporate risk in benefit/cost analyses; define requirements to address identified gaps
- Prioritize investments, both within and between portfolios, based on budget constraints
- Incorporate prioritized investments in EA transition and sequencing plans
- Leverage earned value management to effectively manage capital investments
- Effectively inventory and document all major agency capital assets for capital planning purposes
- Associate organizational components and assigned/responsible organizational managers to respective legacy portfolios
- Populate OMB's Exhibit 300 from summary data extracted from a business case
- Relate identified capital assets to the strategic objectives they support
- Identify "gaps" that could preclude an agency from meeting its strategic objectives; define requirements to address identified gaps
Who should attend
Practitioners such as CPIC Coordinators, Program and IT Project managers, contracting officer technical representatives (COTRs), budget analysts, enterprise architects, and configuration managers.
Course duration & location
This is a 3-day course. All training is performed at your site, or at a site of your choosing.