Portfolio Management Leaders Community of Practice is a FREE professional development community for portfolio managers, portfolio directors, and senior leaders responsible for strategic portfolio selection, governance, and optimization across organizations.

Portfolio Leaders Quarterly Sessions: Once per quarter, Thursday, 4:00-5:30 PM Pacific

Why Portfolio Management Leaders CoP Exists:

Portfolio management leaders face complex strategic challenges including:

• Aligning portfolio decisions with dynamic business strategy
• Implementing effective portfolio governance frameworks
• Managing executive stakeholder expectations and competing priorities
• Balancing portfolio optimization with organizational capacity
• Demonstrating portfolio management value and ROI
• Navigating political dynamics in portfolio prioritization
• Integrating portfolio, program, and project management
• Managing dependencies across complex portfolios
• Measuring and communicating portfolio health
• Building organizational portfolio management maturity

Portfolio Management Leaders CoP addresses these challenges through strategic dialogue, framework sharing, and peer counsel from experienced portfolio leaders.

Q1 Session: 📅 Thursday, March 5, 2026 ⏰ 4:00-5:30 PM Pacific 💻 Virtual via Zoom 💰 FREE for Puget Sound PMI Members / $10 per session for non-PMI Members

Q1 Topic: "Strategic Alignment: Connecting Portfolio Decisions to Business Strategy"

Agenda:

• Welcome and portfolio leader introductions
• The alignment challenge: Why portfolios drift from strategy
• Frameworks for maintaining strategic alignment (OKRs, balanced scorecard, strategy maps)
• Translating business strategy to portfolio criteria and scoring
• Stakeholder engagement in strategic portfolio decisions
• Managing portfolio rebalancing when strategy shifts
• Case study: Successful strategic alignment implementation
• Peer roundtable: Your alignment challenges and approaches
• Tools, templates, and resources for strategic portfolio management

What Portfolio Management Leaders CoP Offers:

✨ Strategic Leadership Community - Connect with portfolio leaders navigating enterprise complexity

✨ Governance Frameworks - Portfolio charters, prioritization models, capacity planning tools, stage-gate processes

✨ Executive-Level Guidance - Navigate C-suite dynamics, board presentations, and organizational politics

✨ PfMP Preparation Support - Deepen portfolio management expertise aligned with PMI standards

✨ Confidential Peer Counsel - Discuss sensitive organizational challenges in safe environment

✨ Career Advancement - Build capabilities and network for portfolio leadership roles

This is for you if:

• You lead or aspire to lead organizational portfolio management
• You hold or are pursuing PfMP, PgMP or PMO-CP certification
• You are responsible for portfolio prioritization, governance, or optimization
• You connect strategy to execution through portfolio management
• You want peer community at the portfolio leadership level

Pilot Phase: We are piloting this community through June 2026 with two sessions (Q1 in March, Q2 in June) to evaluate interest at the portfolio management level and determine ongoing value.

Save the Date for the Q2 Session: June 4, 2026 - "Portfolio Capacity Management: Avoiding Organizational Overcommitment"

Future Topics (if community continues beyond pilot):

• Portfolio Risk Management at Scale
• Benefits Realization Management
• Agile Portfolio Management
• Portfolio Management Office Design
• Leading Portfolio Transformation

Note: This community focuses on organizational portfolio management (managing portfolios of programs/projects), not financial portfolio management.

Share with portfolio leaders in your network. Strategic excellence through peer learning.

For questions, contact Dr. Tricia Diamond at [email protected] or [email protected]