Concordia University

Fundamentals of Portfolio Management

Course Code: CEPS 1008E
You've heard it before: do the best you can with what you have. That's what portfolio management is all about. Organizations rarely have enough employees or resources to meet their business needs. Portfolio management mitigates that reality by providing a process that helps ensure your company is allocating its scarce resources to the work with the most added value. With this workshop, Robert Goyette will teach you a project portfolio management process to designate the right resources to achieve business goals and objectives. In other words, you'll learn how to do more with less.

Your take-away

This workshop will empower you to:
• Understand the foundations and benefits of project portfolio management;
• Define, implement, adapt and apply the project portfolio management process within an organization;
• Create a viable model to select, balance and prioritize promising tactics to evolve through strategic planning;
• Learn how to complete a portfolio analysis throughout the year.

Our approach

This workshop is based on an optimized practical approach that mixes active learning, self-assessment activities, demonstrations and individual exercises. In short, you’ll learn by doing and sharing.

Who benefits the most?

• Senior managers who sponsor project creation
• Managers responsible for overseeing a portfolio of projects
• Senior staff members who take an active role in important projects
• Employers who want to give their employees a great learning opportunity that will contribute to the success of their organization

We're flexible. That means workshops can be customized for corporate groups and offered on the date of your choosing, in your office or in one of our campus locations.

Important details

1) Registration fee includes course materials, lunch and refreshments.
2) In the event we don’t have enough participants, the workshop will be cancelled and you will, of course, be reimbursed in full.

Concordia CCE Loyalty Discount

All students who meet at least one of the following conditions, will receive a 10% discount on their CCE course or workshop tuition fees:

1)   Have completed a CCE, Undergraduate or Graduate course at Concordia University in a prior academic term;

2)   Have completed a language proficiency test (IELTS) at CCE;

3)   Have completed a CCE Professional Development Seminar/Workshop.

This discount is based on the information maintained in the Concordia University student information system.

NOTE: This discount does not apply to a language proficiency test enrollment (IELTS) nor to application fees for admission to a CCE program of study.


Your trainer

Robert Goyette
Robert Goyette, PMP Certification, Ten Step Quebec
Robert Goyette is a graduate from the École Polytechnique de Montréal, holds a PMP Certification and has over 1,800 hours of experience teaching and coaching Operations and Project Management to diverse organizations. Over the years, he has worked with original equipment manufacturers (OEMs) such as Bombardier, CAE and Bell Helicopter, acquiring a unique expertise in the aerospace industry. He joined Ten Step Québec in 2014 after a rich and varied professional path that led him from being a commissioned officer in the Canadian Armed Forces to overseeing the planning and deployment of key strategic initiatives to support major government acquisition programs.

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