RFP - Portfolio Management Profession Training - v1.0

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Request for Proposal

Portfolio Management Professional


(PfMP) Certification Training
TRAINING REQUIREMENTS –JULY 2023

CORPORATE PROJECT MANGEMENT OFFICE (CPMO)


Table of Contents

1. Background: ...................................................................................................................................... 2
2. Objective:.......................................................................................................................................... 2
3. Scope of work: .................................................................................................................................. 2
4. Deliverables: ..................................................................................................................................... 2
5. Trainer Requirements: ..................................................................................................................... 3
6. Vendor Logistical Information: ........................................................................................................ 3
7. Appendix:.......................................................................................................................................... 3

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1. Background:
As organization’s project maturity evolves, it is necessary to take advantage of industry best practices and
continually enhance and optimize its processes and governance.
Portfolio Management is identified as a good practice in selecting, prioritizing, and controlling an
organization’s projects and programs in accordance with its strategic goals and delivery capabilities
especially within a Corporate Project Management Office (PMO) setting.

2. Objective:
The Portfolio Management (PfMP) Certification training will support the PMO in efficiently handling the
different aspects of a project/program investment such as strategic delivery, governance, healthy
performance at an organizational level and provide the right level of intervention and expertise.

3. Scope of work:
The scope of work is as defined below:

1. Understand project portfolio management and how it contributes to organizational success


2. Learn about the benefits of portfolio management
3. Understand the strategic planning process, tools and techniques
4. Align and manage the portfolio, strategically, to satisfy organizational objectives and priorities,
through benefit realization
5. Apply the principles and skills of portfolio management within the PMO

The course syllabus will include the core modules of Portfolio Management Professional (PfMP) while
blending PHCC’s core and technical competencies in a practical approach during delivery of the training.

4. Deliverables:
1. Number of participants
• 3 participants

2. Delivery of training / workshop


• Training expected to be delivered latest by Q3 to Q4 2023
• 35 hours of training

3. Deliverables to entail while not considered to be an exhausted list with further option to revisit
including alignment with PfMP Course
• Strategic Alignment
• Governance
• Portfolio Performance
• Portfolio Risk Management
• Communication Management

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5. Trainer Requirements:
• Highly specialized and qualified trainer (10+ years’ experience)
• Trainer/coaching expert to have demonstrated learning and development in delivering
portfolio management training
• In depth awareness of corporate-wide perspective relating to Portfolio management and its
implementation
• Professional Training certified (i.e.,PfMP, PgMP, PMP, PRINCE2 etc).
• Background and/or good understanding of health care sector and/or other sectors and
industries, desirable

6. Vendor Logistical Information:


The quotation price to include:

• Provide pricing for Classroom Training (in-person and training venue to cover catering costs
for breakfast/lunch etc.)
• Option 1: Full training cost including study materials, books, with Exam Registration
• Option 2: Full training cost including study materials, books, without Exam Registration

Note. It is worth noting that they are no expectation by PHCC for any separate/additional costs or
services other than this training quotation/requirement. Any additional costs not covered above will
need to be included by the vendor to ensure that the training is all-inclusive and delivered successfully
from start to end.

7. Appendix:
PfMP Training Handbook attached below for vendor’s reference to provide exact training requirement.

Portfolio
Management Profes

Note: Kindly adhere to this training requirement only.

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