Active Outline

General Information

Course ID (CB01A and CB01B)
CISD095L
Course Title (CB02)
Portfolio Management - A Practicum
Course Credit Status
Credit - Degree Applicable
Effective Term
Fall 2023
Course Description
This course focuses on the role of a portfolio manager, doing a strategic alignment, governance, managing portfolio performance, risk and communication.
Faculty Requirements
Course Family
Not Applicable

Course Justification

This course is required for earning a Project Management Practitioner Associate's Degree. This course provides a foundation for portfolio management basics using material from the Project Management Institute (PMI). This course is CSU transferable.

Foothill Equivalency

Does the course have a Foothill equivalent?
No
Foothill Course ID

Course Philosophy

Formerly Statement

Course Development Options

Basic Skill Status (CB08)
Course is not a basic skills course.
Grade Options
  • Letter Grade
  • Pass/No Pass
Repeat Limit
0

Transferability & Gen. Ed. Options

Transferability
Transferable to CSU only

Units and Hours

Summary

Minimum Credit Units
4.0
Maximum Credit Units
4.0

Weekly Student Hours

TypeIn ClassOut of Class
Lecture Hours4.08.0
Laboratory Hours0.00.0

Course Student Hours

Course Duration (Weeks)
12.0
Hours per unit divisor
36.0
Course In-Class (Contact) Hours
Lecture
48.0
Laboratory
0.0
Total
48.0
Course Out-of-Class Hours
Lecture
96.0
Laboratory
0.0
NA
0.0
Total
96.0

Prerequisite(s)

Corequisite(s)

Advisory(ies)

ESL D272. and ESL D273., or ESL D472. and ESL D473., or eligibility for EWRT D001A or EWRT D01AH or ESL D005.

Limitation(s) on Enrollment

Entrance Skill(s)

General Course Statement(s)

Methods of Instruction

Collaborative projects

Collaborative learning and small group exercises

Discussion and problem solving performed in class

Discussion of assigned reading

Lecture and visual aids

Guest speakers

Discussion and problem solving performed in class

Assignments

  1. Homework assignments include case studies requiring application of Program Management practices.
  2. Readings from text.
  3. Participation in exercises that demonstrate ability to critically evaluate the proper use of appropriate program management software to complete a given set of computer-related tasks.

Methods of Evaluation

  1. One or two midterm examinations requiring students to apply topics covered in the lectures and reading. To be evaluated on correctness.
  2. Exams testing knowledge of Program Management practices. To be evaluated on correctness.
  3. Final examination requiring students to applying topics covered in the lectures, reading, and assignments.
  4. In-class exercises, group exercises, and/or online exercises demonstrating ability to implement program management software to complete a given set of computer-related tasks.

Essential Student Materials/Essential College Facilities

Essential Student Materials: 
  • None.
Essential College Facilities:
  • None.

Examples of Primary Texts and References

AuthorTitlePublisherDate/EditionISBN
The Standard for Portfolio Management, Project Management Institute, 4th edition, 2017

Examples of Supporting Texts and References

AuthorTitlePublisher
None.

Learning Outcomes and Objectives

Course Objectives

  • Perform activities necessary for aligning portfolio components (programs, projects, and operations) with organizational strategic objectives, goals, and priorities.
  • Create processes to ensure that portfolio components are authorized and managed effectively.
  • Define activities that continuously monitor and evaluate the performance of the portfolio and report the progress towards achieving strategic objectives.
  • Create a balance in managing risks with established risk appetite of the organization.
  • Establish processes to communicate with stakeholder and portfolio participants.

CSLOs

  • Manage portfolio by identifying strategic objectives, manage program life cycle, manage stakeholder expectations and governance.

Outline

  1. Perform activities necessary for aligning portfolio components (programs, projects, and operations) with organizational strategic objectives, goals, and priorities.
    1. Evaluate strategic goals and objectives, identify prioritization criteria and rank strategic priorities.
    2. Create a what-if analysis against prioritization criteria to evaluate and select projects for implementation in portfolio.
    3. Create a high level portfolio roadmap with prioritization, interdependency analysis and organizational constraints.
  2. Create processes to ensure that portfolio components are authorized and managed effectively.
    1. Define a governance model that includes a steering committee, policies, and decision making roles.
    2. Define portfolio management standards, protocols, rules and best practices using organizational and domain knowledge.
    3. Create a portfolio management plan, roles and responsibilities, governance model, escalation procedures, risk tolerance and governance thresholds, change control and management and communication procedures.
  3. Define activities that continuously monitor and evaluate the performance of the portfolio and report the progress towards achieving strategic objectives.
    1. Initiate portfolio using roadmap to authorize portfolio structure.
    2. Create Key performance metric data that can be used for governance of portfolio.
    3. Monitor portfolio performance, escalate issues with recommendation to decision makers and perform effective change management to ensure portfolio is in line with budget and objectives.
  4. Create a balance in managing risks with established risk appetite of the organization.
    1. Determine acceptable level of risk for the portfolio, based on organizational and stakeholder risk tolerances, in order to provide input to governance.
    2. Develop risk management plan, perform dependency analysis and monitor risks related to interdependencies and intradependencies.
    3. Promote common understanding of portfolio risks with stakeholders and obtain budget approval for a portfolio reserve to avoid risk exposure and optimize strategic goals and objectives as needed.
  5. Establish processes to communicate with stakeholder and portfolio participants.
    1. Create the aggregate communication strategy and plan, including methods, recipients, vehicles, timelines and frequencies in order to enable effective communication to stakeholders.
    2. Evaluate current communication capability, identify gaps and plan enhancements to reduce the gaps.
    3. Verify accuracy, consistency, and completeness of portfolio communication, utilizing governance guidelines, to maintain credibility and satisfaction with all stakeholders.
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