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Management of Portfolios (MoP®)

The Management of Portfolios (MoP®) guidance provides advice and examples of how to apply principles, practices, and techniques that help optimize an organization's investment inchange alongside its Business As Usual (BAU) work.

MoP Qualifications are offered at two levels: Foundation and Practitioner.

Foundation Qualification

Purpose of the MoP Foundation Training and Certification

The purpose of the Foundation qualification is to confirm that a candidate has sufficient knowledge and understanding to work as an informed member of a Portfolio Office or in a range of portfolio management roles. The Foundation qualification is also a pre-requisite for the Practitioner qualification.

Target Audience 

This qualification is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realization. It is relevant to all those involved in the selection and delivery of business change initiatives including: members of Management Boards and Directors of Change; Senior Responsible Owners (SROs); portfolio, programme, project,business change and benefits managers; and business case writers and project appraisers.

MoP - High Level Performance Definition of a Successful Candidate

This level aims to measure whether a candidate understands the principles, cycles, practices, techniques, roles, responsibilities, documents and organizational context within which portfolio management operates. Specifically to know and understand the:

  • scope and objectives of portfolio management and how it differs from programme and project management
  • benefits from applying portfolio management
  • context within which it operates
  • principles upon which successful portfolio management is based

Practitioner Qualification

Purpose of the  MoP Practitioner Training and Certification

The purpose of the Practitioner qualification is to confirm whether the candidate has achieved sufficient understanding of how to apply and tailor the MoP guidance and to analyse portfolio data, documentation and roles in relation to a scenario situation. A successful Practitioner candidate should, with suitable support, be able to advise on the implementation of appropriate practices and techniques, and apply the method to a live portfolio, but may not be sufficiently skilled to do this appropriately for all situations. Their individual expertise, the complexity of the portfolio, and the support provided will also influence the impact the Practitioner can achieve.

Target Audience

This qualification is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realization. It is relevant to all those involved in the selection and delivery of business change initiatives including: members of Management Boards and Directors of Change; Senior Responsible Owners (SROs); portfolio, programme, project, business change and benefits managers; and business case writers and project appraisers.

High Level Performance Definition of a Successful Candidate

Candidates should be able to apply and understand how to tailor MoP effectively. Specifically candidates should be able to demonstrate their ability to:

  • define the business case to get senior management approval for portfolio management
  • plan the implementation of portfolio management
  • select and adapt MoP principles, practices and techniques to suit different organizational environments
  • evaluate examples of MoP information (including documents and role descriptions)
  • analyse the solutions adopted in relation to a given scenario.