Portfolio Manager Mentoring

(8 x 1-hour sessions per mentee spread over 4 - 8 weeks.)

No online training prepares a programme manager or Head of BA / Engineering for a career switch to Portfolio Manager. But that doesn't mean you have to turn to hiring a Portfolio Manager.

We save you the time and effort interviewing for the perfect Portfolio Manager, iterating portfolio deliverables, months of alignment with the C-suite decision makers and training of delivery teams.

We can set you up right faster with:

  • A portfolio manager starter kit with buildable portfolio templates and inspiration pages.

  • 8 x 1 hour mentoring spread over 4 - 8 weeks.

Using the starter kit, we will help you or your team member understand the thinking behind the setup and co-design your portfolio setup with you.

  • 4 investment categories to balance investment for sustainable growth.

  • 1 enterprise change framework to guide governance, prioritisation, execution across product, project/programmes, people change.

  • 1 portfolio to simplify dependency and performance management, and storytelling across products and programmes.

  • 1 storyboard and summary guide to guide executives through their role and storytelling.

The learning curve is steep and public.

Be guided through career transition and portfolio setup by an experienced Head of PMO and Transformation, Change and Product Activation.


Each learning experience is tailored to answer questions specific to the learner's context and skills, company's challenge.

Why This Matters?

Programme Managers and Head of BA/Engineering have the context but not the experience.

Setting your portfolio up right is easy with our starter kit and 1-1 mentoring.


Aspiring Portfolio Manager can look forward to:

  • Planning toward an intended operating model.

  • Discussing related teams (Strategy, Transformation, Technology) processes and deliverables to avoid duplication.

  • Anticipating habits which help you succeed in past roles but not Portfolio Manager.

  • Working on select priority areas for improvement, such as: (A) evaluating and prioritising business cases, (B) reshaping portfolio agenda, (C) simplifying portfolio processes and data model for global PMO operations, (D) organising annual business planning, (E) assessing change capacity, (F) recommending trade-offs, (G) identifying thematic risks.

Develop from within to retain talent and context with 1-1 mentoring.