Portfolio Selection and Optimization

Learn how to choose and align projects based on the strategic and financial criteria, ensuring the correct investments allocation.

The task of selecting the projects that the organization will carry out and invest in is directly linked to the company's strategy. The selection criteria defined in the strategy must have the approval of the main leaders and be objective. It is useless to invest in projects that will not be aligned with the strategy, not bringing positive results for the organization.

In this course, the students will be qualified in portfolio management, one of the main strategic alignment tools between project management and organizational strategy.

Delivery Methods

  • Corporate Onsite
  • Live Classes

What You Will Learn

  • Distinguish projects, programs and portfolios
  • Select the appropriate criteria to be used based on a specific strategic direction
  • Translate strategic business objectives into selection criteria
  • Decompose a high level strategic guidance on the direct, tangible and measurable criteria
  • Understand and distinguish the quantitative, qualitative and strategic criteria
  • Associate the strategic initiatives to structured projects
  • Use the Analytical Hierarchy Process (AHP) as a comparative mathematical basis for projects and criteria prioritization
  • View the result of a specific strategy reflected in the selected projects portfolio
  • Obtain the right information for the potential projects analysis
  • Balance the project portfolio considering the existing resources and investments constraints
  • Monitor the portfolio and manage the changes

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Fact sheet

Estimated duration

16 hours

Target audience

Executives, Strategic Planning Teams, Investment Planning, Teams, Project Managers and others involved in the investments / projects portfolio selection.


Desirable project management knowledge.


Portuguese and English

Certificate and Badge

Upon completing the course, you will receive a credential issued using the Accredible platform that can be downloaded as a PDF file and also shared on your Linkedin or other social network profiles.

Example credential

See an example credential

Who is this course for?

The project, Program, and Portfolio Managers, Scrum Masters, Product Owners, Team Members who work with different methodologies to drive projects.
Those who are members of the Organization's PMO, responsible for supporting portfolios, programs and projects teams.
The strategic areas, which have priority projects that are fundamental to the maintenance of the organizational business.
Organizations are interested in selecting, prioritizing, and balancing projects and programs aligned with their strategy.