Study programmes / C-RD Regional Development / Portfolio management
Course code:RRRP
Course title in language of instruction:Řízení portfolia
Course title in Czech:Řízení portfolia
Course title in English:Portfolio management
Mode of completion and number of credits:Exam (4 credits)
(1 ECTS credit = 28 hours of workload)
Mode of delivery/Timetabled classes:full-time, 3/0; part-time, 14/0
(full-time, hours of lectures per week / hours of seminars per week; part-time, lectures per period / seminars per period)
Language of instruction:Czech
Level of course:master continuing
Semester:WS 2018/2019 - FRDIS
Name of lecturer:doc. Ing. Pavel Máchal, CSc., prof.h.c. (supervisor)
Prerequisites:State Bachelor Exam
Aims of the course:The aim of the course is to acquaint students with the management of the projects portfolio. Students will acquaint with the prioritization of projects within the organization and optimizing the benefits of projects and programs as a whole to the organization's strategy. They will further understand the role of portfolio manager as the coordinator during the processes, evaluator of individual projects, coordinator of selecting, monitoring and controlling of individual projects and programs, coordinator of changes in priorities and processes completion of projects and programs. They will be also able to provide the distribution of complex projects into subprojects.
Course contents:
1.Basic concepts of portfolio management (allowance 2/1)
a.Management in general
b.Basic principles of portfolio management
c.Project office

2.Portfolio management within the context of business management (allowance 2/1)
a.Characteristics of management processes

Basic principles of management
b.Basic principles of management
c.Business as an organization system

3.Portfolio manager (allowance 2/1)
a.Opportunity management
b.Project management
c.Personality of portfolio manager

4.Barriers and benefits of portfolio management implementation (allowance 2/1)
a.Assumptions of successful implementation of portfolio management
b.Benefits of portfolio management for business
c.Barriers of portfolio management for business

5.Portfolio optimization (allowance 2/1)
a.Portfolio analysis preparation
b.Portfolio analysis

6.Portfolio management processes (allowance 2/1)
a.Project portfolio building
b.Organization structures

7.Tools of portfolio management (allowance 2/1)
a.Business Approval Process
b.Monthly Revenue Rolling Forecast
c.Timesheet, Report

8.Portfolio communication plan building (allowance 2/1)
a.Steering committee building
b.Meetings management
c.Portfolio management administration

9.Process management (allowance 2/1)
a.Project monitoring
b.Project ongoing evaluation
c.Project closing

10.Risk portfolio management (allowance 2/1)
a.Risk management
b.Risks in project management
c.Risks in portfolio management

11.SW tools for portfolio management (allowance 2/1)
a.MS Project Server

12.Portfolio management seminar (allowance 2/1)
a.Group presentations

Learning outcomes and competences:
Generic competences:
-ability to analyse and synthesize
-ability to organize and plan ahead
-designing and managing projects

Specific competences:
-Ability to analyze the risks associated with the implementation of investment projects.
-Skills for searching and processing information in the field.
-Student can participate in the project management and project administration
-Student’s skill is to work with basic application software tools.

Type of course unit:required
Year of study:Not applicable - the subject could be chosen at anytime during the course of the programme.
Work placement:There is no compulsory work placement in the course unit.
Recommended study modules:none
Assessment methods:Student receives credit after successful presentation of seminar work. Exam is written consisting of five open questions.
Learning activities and study load (hours of study load)
Type of teaching methodDaily attendanceCombined form
Direct teaching
     lecture24 h0 h
     practice12 h0 h
     consultation10 h0 h
     workshop10 h0 h
     public presentation (oral)3 h0 h
     preparation for exam35 h0 h
     preparation for regular assessment8 h0 h
     preparation of presentation10 h0 h
Total112 h0 h

Basic reading list
  • DVOŘÁK, D. -- MARTIN, M. -- MARTIN, R. Řízení portfolia projektů. Brno: Computer Press, a.s., 2011. 198 p. ISBN 978-80-251-3075-9.
  • DOLEŽAL, J. -- MÁCHAL, P. -- LACKO, B. et al. Projektový management podle IPMA. 2nd ed. Praha: Grada Publishing, 2012. 526 p. Expert. ISBN 978-80-247-4275-5.
  • VÁCHAL, J. -- VOCHOZKA, M. et al. Podnikové řízení. 1st ed. Praha: Grada, 2013. 685 p. Finanční řízení. ISBN 978-80-247-4642-5.
  • TURNER, J R. Gower handbook of project management. 5th ed. Farnham: Gower publishing limited, 2014. 547 p. ISBN 978-1-4724-2296-5.