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Overview Learn to process sales transactions, track products and services, and generate reports on QuickBooks to ensure your business's finances are on route for success, by enrolling in our Diploma in Quickbooks Bookkeeping course. This course will provide you with the fundamental skills to get comfortable working with clients through QuickBooks and utilise your software's tools to create some helpful business insights. The course focuses on setting up QBO, creating a chart of accounts, deleting and merging accounts, defining products and services, landing ideal clients and much more. After successful completion, you will be far more capable of efficiently managing your accounting and getting the most benefits out of your QuickBooks software. Make sure you're prepared for your career by gaining an industry recognised qualification. How will I get my certificate? You may have to take a quiz or a written test online during or after the course. After successfully completing the course, you will be eligible for the certificate. Who is this course for? There is no experience or previous qualifications required for enrolment on this Diploma in Quickbooks Bookkeeping. It is available to all students, of all academic backgrounds. Requirements Our Diploma in Quickbooks Bookkeeping is fully compatible with PC's, Mac's, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible on tablets and smartphones so you can access your course on wifi, 3G or 4G. There is no time limit for completing this course, it can be studied in your own time at your own pace. Career path Having these various qualifications will increase the value in your CV and open you up to multiple sectors such as Business & Management , Admin, Accountancy & Finance, Secretarial & PA, Teaching & Mentoring etc. Course Curriculum 18 sections • 45 lectures • 03:25:00 total length •The structure of the course - first things first!: 00:05:00 •Set up free trial: 00:03:00 •Starting A New Company File: 00:11:00 •Enter opening balances: 00:02:00 •Reverse opening balances - accruals and prepayments: 00:06:00 •Report Journal: 00:05:00 •Amend The Nominal Ledger: 00:07:00 •Report listing the nominal ledgers: 00:02:00 •Enter customers: 00:09:00 •Report on customer contact information: 00:01:00 •Enter Suppliers: 00:05:00 •Supplier Contact List: 00:02:00 •Enter Invoices: 00:09:00 •Invoice Entering: 00:03:00 •Invoice batch: 00:06:00 •Post Sales Credit Notes: 00:08:00 •Report showing Customer Activity: 00:03:00 •Aged Debtors: 00:02:00 •Post Supplier Invoices: 00:03:00 •Entering a Batch of Supplier Bills: 00:09:00 •Credit Notes Suppliers: 00:05:00 •Reclassify Supplier Bills - Flash Bulbs Purchased: 00:04:00 •Supplier Account Activity Report: 00:04:00 •Post Cheques: 00:07:00 •Reports showing supplier payments : 00:01:00 •Receipts from customers: 00:07:00 •Report showing customer receipts: 00:02:00 •Post Petty Cash Transactions and Report: 00:04:00 •Post cash payments to ledgers: 00:02:00 •Enter petty cash items: 00:14:00 •Report on Petty Cash Payments Proper: 00:05:00 •Post Sundry Payments: 00:05:00 •Report Bank Payments: 00:03:00 •VAT Return: 00:03:00 •Reconcile The Bank: 00:10:00 •Provide A Report Showing Any Unreconnciled Transaction: 00:02:00 •Post the Wages Journal: 00:08:00 •Posting Journal Adjustments: 00:02:00 •Month end adjustments: 00:03:00 •Month end reports: 00:06:00 •Task- Crearing the accounts: 00:06:00 •Task - Customer report: 00:01:00 •Course Paper: 00:00:00 •Further Reading - QuickBooks Online 2014 The Handbook: 00:00:00 •Assignment - Diploma in Quickbooks Bookkeeping: 00:00:00

Description Quickbooks Online Accounts course is about how to use Quickbooks Online based on the most popular functions which you as a Quickbooks Online operator needs to know how to use, in order to be proficient in using the online software. The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you: Read the task Watch the video Have a go at it yourself on your own system Rewatch the video (if necessary) - to reinforce the learning You'll learn how to set up a QuickBooks system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things. This is a useful course if: You are thinking of working with the online software, You are going for jobs which have a requirement for you to be able to use this software You want to put this skill on your CV, or You are a bookkeeper or accountant and will be using this for clients or even You run your own business and want to know how to use Quickbooks for yourself. You will need to have access to a Quickbooks Online. The instructor is usually online to answer student queries for 2 hours each day. The course materials include: the handout of the assignment task access to the QuickBooks Online software for FREE for 21 days A 384 page manual on QuickBooks online Successful completion of the course is the equivalent to being at the level of having a level 2 certificate in computerised accounts. The next step would then be to take our QuickBooks Online Level 3. Note - there is no level 1. The course will take about 3-4 hours to complete. What Will I Learn? By the end of this course, you will be able to complete various common functions using Quickbooks Online. In this course you will learn how to: Enter the opening balances Amend the nominal ledger Add new customer and supplier details Post customer invoices and credit notes to the sales ledger Post supplier invoices and credit notes to the purchase ledger Enter the supplier cheques and record the customer receipts Post-Petty Cash transactions Prepare the VAT return Reconcile the bank Post the wages journal Post adjustments to the accounts and produce month-end reports Requirements You will need access to Quickbooks Online (a free link will be provided in the course) - the software will be available (free) for 21 days Who is the target audience? Students who are going for jobs where the requirement is working knowledge of Quickbooks Online Those who have studied accounting, but want practical knowledge of how to use a popular accounting software which will help them find employment Previous knowledge of accounting is not presumed or required Getting prepared - access the software and course materials The structure of the course - first things first! FREE 00:05:00 Set up free trial FREE 00:03:00 Getting started Starting A New Company File 00:11:00 Setting up the system set up nominal accounts 00:11:00 Enter opening balances 00:02:00 Reverse opening balances - accruals and prepayments 00:05:00 report journal 00:05:00 Nominal ledger amend the nominal ledger 00:07:00 Report listing the nominal ledgers 00:02:00 Customers Enter customers 00:09:00 Report on customer contact information 00:01:00 Suppliers enter suppliers 00:05:00 supplier contact list 00:02:00 Sales ledger Enter invoices 00:09:00 Invoice entering 00:03:00 Invoice batch 00:06:00 Post Sales Credit Notes 00:08:00 Report showing Customer Activity 00:03:00 Aged Debtors 00:02:00 Purchases ledger Post Supplier Invoices 00:03:00 Entering a batch of supplier bills 00:09:00 Credit Notes Suppliers 00:05:00 Reclassify supplier bills - flash bulbs purchased 00:04:00 Supplier Account Activity Report 00:04:00 Sundry payments Post Cheques 00:07:00 Report showing supplier payments 00:01:00 Sundry receipts Receipts from customers 00:07:00 Report showing customer receipts 00:02:00 Petty cash Post Petty Cash Transactions and Report 00:04:00 Post cash payments to ledgers 00:02:00 Enter petty cash items 00:14:00 Report on Petty Cash Payments Proper 00:05:00 Post Sundry Payments 00:05:00 Report Bank Payments 00:03:00 VAT - Value Added Tax VAT Return 00:03:00 Bank reconciliation Reconcile The Bank 00:10:00 Provide A Report Showing Any Unreconciled Transaction 00:02:00 Payroll / Wages Post the Wages Journal 00:08:00 Posting Journal Adjustments 00:02:00 Reports Month end adjustments 00:03:00 Month end reports 00:06:00 Tasks Task- Crearing the accounts 00:06:00 Task - Customer report 00:01:00 Additional Resources Course Paper 00:00:00 Further Reading - QuickBooks Online 2014 The Handbook 00:00:00

Description Environmental Auditing Diploma Environmental Auditing is a critical field, pivotal in ensuring that businesses remain compliant with environmental standards and regulations. Recognising the burgeoning need for expertise in this area, the Environmental Auditing Diploma is designed to arm individuals with the knowledge and skills required to excel as environmental auditors. The course unfolds the intricate layers of the business environment, spotlighting its symbiotic relationship with the environment at large. Candidates will gain a profound understanding of the business controls, the structures in place that govern a company's environmental interactions, and the safeguards necessary to prevent environmental degradation. Every audit necessitates an impeccable plan. This diploma walks students through the nuances of planning for audit and assurance. These plans serve as the backbone of the auditing process, ensuring thoroughness and precision. The course introduces the innovative concept of the Audit Process Roller Coaster©. This unique methodology guides auditors on a meticulous journey from the initiation of the audit to its culmination, seamlessly integrating every crucial step in between. A significant part of the course deals with the set-up phase, wherein auditors lay the groundwork for the forthcoming audit. This phase is paramount as a well-laid plan can make the difference between a successful and an unsuccessful audit. The subsequent steps of review and verification focus on ensuring that all environmental standards are met, and any discrepancies are duly noted. But an audit is not merely about identifying issues; it's about reaching a logical conclusion. The Environmental Auditing Diploma emphasizes the importance of concluding the audit in a manner that offers constructive feedback and actionable insights to businesses. Auditing isn't just about numbers and processes; it's profoundly interwoven with interpersonal skills. Personal relationships play a pivotal role in the auditing universe. The ability to foster trust, maintain open communication lines, and deal with conflicts can drastically impact the outcome of an audit. This diploma course offers valuable insights into nurturing these relationships, ensuring that auditors can function effectively in any given scenario. Teamworking is another indispensable element covered in this course. Auditors often operate in teams, and the synergy of a cohesive team can amplify the effectiveness of an audit. The course expounds on the strategies to foster team spirit, ensuring that every member contributes to the best of their ability. Lastly, the power of the written word cannot be overstated in the world of auditing. The final audit report is the culmination of all the efforts put into the auditing process. This diploma provides exhaustive guidance on crafting the written report. A well-drafted report not only details the findings but also offers businesses a roadmap to address the identified shortcomings. In today's world, where environmental consciousness is gaining precedence, the role of an environmental auditor has never been more critical. The online Environmental Auditing Diploma is tailored to cater to the ever-evolving needs of this industry. Whether you're a novice looking to step into the realm of environmental auditing or a seasoned professional aiming to upskill, this course is your ideal companion. Equip yourself with the Environmental Auditing Diploma and embark on a journey to make businesses more accountable and environmentally responsible. What you will learn 1:Business Environment 2:Business Control 3:Planning for Audit and Assurance 4:The Audit Process Roller Coaster© 5:Set-up 6:Review and Verify 7:Concluding the Audit 8:Personal Relationships 9:The Written Report 10:Teamworking Course Outcomes After completing the course, you will receive a diploma certificate and an academic transcript from Elearn college. Assessment Each unit concludes with a multiple-choice examination. This exercise will help you recall the major aspects covered in the unit and help you ensure that you have not missed anything important in the unit. The results are readily available, which will help you see your mistakes and look at the topic once again. If the result is satisfactory, it is a green light for you to proceed to the next chapter. Accreditation Elearn College is a registered Ed-tech company under the UK Register of Learning( Ref No:10062668). After completing a course, you will be able to download the certificate and the transcript of the course from the website. For the learners who require a hard copy of the certificate and transcript, we will post it for them for an additional charge.

Overview Quickbooks and Xero Accounting Course Course is yet another 'Teacher's Choice' course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this Quickbooks and Xero Accounting Course Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills. Consisting of several modules, the course teaches you everything you need to succeed in this profession. The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website. Why Choose Teachers Training Some of our website features are: This is a dedicated website for teaching 24/7 tutor support Interactive Content Affordable price Courses accredited by the UK's top awarding bodies 100% online Flexible deadline Entry Requirements No formal entry requirements. You need to have: Passion for learning A good understanding of the English language Be motivated and hard-working Over the age of 16. Certification CPD Certification from The Teachers Training After you have successfully completed your assignment, you will be qualified to apply for a CPD Certification from The Teachers Training. The PDF certificate can be downloaded after you have completed your course. You can get your digital certificate (PDF) for £4.99 only Hard copy certificates are also available, and you can get one for only £10.99 You can get both PDF and Hard copy certificates for just £12.99! The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs. Quickbook Getting prepared - access the software and course materials The structure of the course - first things first! 00:00:00 Set up free trial 00:03:00 Getting started Starting A New Company File 00:11:00 Setting up the system Enter opening balances 00:02:00 Reverse opening balances - accruals and prepayments 00:06:00 Report Journal 00:05:00 Nominal ledger Amend The Nominal Ledger 00:07:00 Report listing the nominal ledgers 00:02:00 Customers Enter customers 00:09:00 Report on customer contact information 00:01:00 Suppliers Enter Suppliers 00:05:00 Supplier Contact List 00:02:00 Sales ledger Enter Invoices 00:09:00 Invoice Entering 00:03:00 Invoice batch 00:06:00 Post Sales Credit Notes 00:08:00 Report showing Customer Activity 00:03:00 Aged Debtors 00:02:00 Purchases ledger Post Supplier Invoices 00:03:00 Entering a Batch of Supplier Bills 00:09:00 Credit Notes Suppliers 00:05:00 Reclassify Supplier Bills - Flash Bulbs Purchased 00:04:00 Supplier Account Activity Report 00:04:00 Sundry payments Post Cheques 00:07:00 Report showing supplier payments 00:01:00 Sundry receipts Receipts from customers 00:07:00 Report showing customer receipts 00:02:00 Petty cash Post Petty Cash Transactions and Report 00:04:00 Post cash payments to ledgers 00:02:00 Enter petty cash items 00:14:00 Report on Petty Cash Payments Proper 00:05:00 Post Sundry Payments 00:05:00 Report Bank Payments 00:03:00 VAT - Value Added Tax VAT Return 00:03:00 Bank reconciliation Reconcile The Bank 00:10:00 Provide A Report Showing Any Unreconnciled Transaction 00:02:00 Payroll / Wages Post the Wages Journal 00:08:00 Posting Journal Adjustments 00:02:00 Reports Month end adjustments 00:03:00 Month end reports 00:06:00 Tasks Task- Crearing the accounts 00:06:00 Task - Customer report 00:01:00 Additional Resources Course Paper 00:00:00 Further Reading - QuickBooks Online 2014 The Handbook 00:00:00 Xero Accounting Getting Prepared - Access the software and course materials Introduction To The Course And Your Tutor 00:04:00 Activating Your Free Trial With Xero 00:02:00 Getting started Signing Up For The Free Trial 00:04:00 Instruction of updated Xero accounting software 00:00:00 Create The Organisation 00:08:00 The Ficticious Scenario 00:02:00 Setting up the system Add Bank Accounts To The System 00:14:00 Enter Opening Balances 00:07:00 Opening Trial Balance 00:01:00 Nominal ledger Amend The Nominal Ledger 00:06:00 Chart Of Accounts Report 00:01:00 Customers & Suppliers Enter customers 00:07:00 Reporting Customer And Supplier Information 00:02:00 Sales ledger Enter Invoices 00:07:00 Invoicing tips - adding logo, repeat billing 00:09:00 Entering Invoices 6574 to 6610 00:16:00 Post Credit Notes 00:03:00 Report Showing Customer Activity 00:08:00 Aged Debtors 00:02:00 Suppliers Post supplier invoices 00:09:00 Enter suppliers invoices 6028 onwards 00:14:00 Enter More Supplier Invoices No 4308 Onwards 00:06:00 Credit Notes Suppliers 00:02:00 Supplier Activity Report 00:04:00 Aged Creditors Info 00:01:00 Reciepts from Customers 00:10:00 Apply Customer Credit Notes 00:05:00 Purchases ledger Post Supplier Cheques 00:08:00 Apply Supplier Credit Notes 00:03:00 Print List Of Bank Receipts And Payments 00:01:00 Sundry payments Post Sundry Payments 00:07:00 Make a credit card payment 00:08:00 Petty Cash Add Petty Cash Transactions - Week 1 00:16:00 Add Petty Cash Transactions - Week 2 00:12:00 Add Petty Cash Transactions - Week 3 00:07:00 Add Petty Cash Transactions - Week 4 00:09:00 Imprest System on Petty Cash 00:04:00 Print a Copy of Petty Cash Receipts and Payments 00:01:00 Bad Debt Writing Off A Bad Debt - Print Customer Statement 00:02:00 Write Off A Bad Debt 00:09:00 Credit Card Reconcile The Credit Card Statement 00:09:00 Bank Reconciliation Bank Statement As A CSV File 00:27:00 Bank Statement Closing Balances 00:11:00 Reconcile The Petty Cash 00:05:00 Payroll / Wages Wages And Salaries 00:09:00 Post the Wages Journal 00:07:00 Report Wages Journal 00:02:00 Payday 00:11:00 Pay The Two Staff 00:05:00 VAT - Value Added Tax Depreciation 00:04:00 VAT Return 00:03:00 Reports Month End Reports PnL, BS, TB 00:05:00 Payroll unit Using Payroll 00:12:00 Setting Up Employees 00:10:00 Running Payroll - An Example 00:14:00 Conclude Recap And Next Steps 00:06:00 What happens next 00:02:00 Resources Resources - Xero Accounting 00:00:00 Assignment Assignment - Quickbooks and Xero Accounting Course 00:00:00

Improve your credit score and get approved for loans and credit cards at lower interest rates with our comprehensive course. Learn everything you need to know about credit scores, including how they work, what factors influence them, and how to improve them.

In this course, you will dive deep into the 5 domains of the CompTIA Pentest+ exam and learn each topic in a succinct manner. You will learn the structure of the exam and create your own pentest lab, and have the confidence to ace the exam, whenever you decide to attempt it.

There comes a time when good things (or bad) come to an end. You will understand why it is important to close a project and the contents of a final evaluation report. This last phase wraps up the details and allows you a sense of completion. The shutdown process can be complex and drawn out with lots of loose ends. We will help you to focus on the required steps required to close the project efficiently. Learning Objectives Explain the importance of project closure, Apply nine steps for closing a project, Organize the written report Target Audience Managers, Team Leaders, Young Professionals, Sales Professionals, Customer Service Teams

Overview This comprehensive course on MS Access Databases Forms and Reports Level 3 will deepen your understanding on this topic. After successful completion of this course you can acquire the required skills in this sector. This MS Access Databases Forms and Reports Level 3 comes with accredited certification from CPD, which will enhance your CV and make you worthy in the job market. So enrol in this course today to fast track your career ladder. How will I get my certificate? You may have to take a quiz or a written test online during or after the course. After successfully completing the course, you will be eligible for the certificate. Who is This course for? There is no experience or previous qualifications required for enrolment on this MS Access Databases Forms and Reports Level 3. It is available to all students, of all academic backgrounds. Requirements Our MS Access Databases Forms and Reports Level 3 is fully compatible with PC's, Mac's, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible with tablets and smartphones so you can access your course on Wi-Fi, 3G or 4G. There is no time limit for completing this course, it can be studied in your own time at your own pace. Career Path Learning this new skill will help you to advance in your career. It will diversify your job options and help you develop new techniques to keep up with the fast-changing world. This skillset will help you to- Open doors of opportunities Increase your adaptability Keep you relevant Boost confidence And much more! Course Curriculum 2 sections • 16 lectures • 02:49:00 total length •Creating a form with Autoform: 00:14:00 •Using the Form Wizard: 00:09:00 •Changing a form with design view: 00:26:00 •Adding form controls: 00:21:00 •Subforms: 00:15:00 •Creating reports with Autoreport: 00:03:00 •Using the Report Wizard to create a report: 00:07:00 •Changing a report in design view: 00:11:00 •Adding calculations: 00:09:00 •Grouping, sorting and adding totals to reports: 00:16:00 •Using the Label Wizard: 00:04:00 •Form and table properties: 00:06:00 •Exporting a report to Excel: 00:03:00 •Using the Switchboard Manager to create a nice menu: 00:17:00 •Finalizing the application: 00:08:00 •Assignment - MS Access Databases Forms and Reports Level 3: 00:00:00

Description: This Microsoft Access 2016 for Beginners will provide you the knowledge of how to Access is constructed and how to use the major objects within it. It allows you to create and manage database for all sorts of different purposes. It will help all novice computer users get up to speed quickly. It will also help more experienced users who have little to no experience with Microsoft Access and databases general. If you have the general knowledge of working with windows and want to improve your knowledge more you are welcome to join this course. Learning Outcomes: Get familiarized with Microsoft Access 2016, create simple databases, and use the help options Change table data, manage records, and create lookups Join data from different tables, sort and filter them, and perform calculations for queries Creating, adding controls, enhancing appearance and print preparation for reports How to utilize Access Options dialog box Relational database design, creating tables, managing table fields and creating table relationships Creating query joins and sub queries, joining tables with no common fields, relating data within a table, and working with sub datasheets Data normalization and creating junction tables Sharing Access data with other applications and through import and export options Managing reports through organizing information, formatting, including charts, adding calculated fields and sub-report inclusion to existing ones Create mailing label report and publishing reports in PDF format Assessment: At the end of the course, you will be required to sit for an online MCQ test. Your test will be assessed automatically and immediately. You will instantly know whether you have been successful or not. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After completing and passing the course successfully, you will be able to obtain an Accredited Certificate of Achievement. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. Who is this Course for? Microsoft Access 2016 for Beginners is certified by CPD Qualifications Standards and CiQ. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic background. Requirements Our Microsoft Access 2016 for Beginners is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. Career Path After completing this course you will be able to build up accurate knowledge and skills with proper confidence to enrich yourself and brighten up your career in the relevant job market. Getting Started with Access Orientation to Microsoft Access 01:00:00 Create a Simple Access Database 01:00:00 Get Help in Microsoft Access 00:30:00 Working with Table Data Modify Table Data 00:30:00 Work with Records 01:00:00 Sort and Filter Records 00:30:00 Create Lookups 01:00:00 Querying a Database Join Data from Different Tables in a Query 01:00:00 Sort and Filter Data in a Query 01:00:00 Perform Calculations in a Query 00:30:00 Creating Advanced Queries Create Parameter Queries 00:30:00 Create Action Queries 00:30:00 Create Find Duplicate and Find Unmatched Queries 00:30:00 Summarize Data 00:30:00 Generating Reports Create a Report 01:00:00 Add Controls to a Report 00:30:00 Enhance the Appearance of a Report 00:30:00 Prepare a Report for Print 00:30:00 Customizing the Access Environment The Access Options Dialog Box 01:00:00 Designing a Relational Database Relational Database Design 00:30:00 Create a Table 01:00:00 Modify a Table and Fields 00:30:00 Create Table Relationships 00:30:00 Joining Tables Create Query Joins 00:30:00 Join Tables That Have No Common Fields 00:30:00 Relate Data within a Table 00:30:00 Work with Subdatasheets 00:30:00 Create Subqueries 00:30:00 Organizing a Database for Efficiency Data Normalization 01:00:00 Create a Junction Table 00:30:00 Sharing Data Across Applications Import Data into Access 00:30:00 Export Data to Text File Formats 00:30:00 Export Access Data to Excel 00:30:00 Create a Mail Merge 00:30:00 Advanced Reporting Organize Report Information 00:30:00 Format Reports 00:30:00 Include Charts in a Report 00:30:00 Add a Calculated Field to a Report 00:30:00 Add a Subreport to an Existing Report 00:30:00 Additional Reporting Options Create a Mailing Label Report 00:30:00 Publish a Report as PDF 00:30:00 Activities Activities - Microsoft Access 2016 for Beginners 00:00:00 Mock Exam Mock Exam- Microsoft Access 2016 for Beginners 00:20:00 Final Exam Final Exam- Microsoft Access 2016 for Beginners 00:20:00 Order Your Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

Portfolio Management for Stakeholders: In-House Training This course equips and enables project, program, and functional managers (line managers) to support and contribute to starting, restarting or sustaining the implementation and effectiveness of portfolio management in an organization. Emphasis is on improving collaboration and planning between functional business areas and project/program organizations responsible for delivering investments in business change through successful delivery of projects and programs. Good functional, project, and program managers become 'great' when they understand, advocate, and effectively contribute to achieving 'real' business value through portfolio management. What you Will Learn At the end of this program, you will be able to: Outline the benefits of portfolio management State the importance of linking the strategic objectives to the initiatives in the organization Chart the portfolio governance structure Assist in the inventory of ongoing and new initiatives Identify portfolio and sub-portfolio categories Support the PMO in the prioritization of initiatives using Multi-criteria Analysis and other selection tools Collaborate with the PMO in balancing the portfolio based on the optimal use of resources and priorities Participate in resource forecasting and planning Demonstrate thresholds and variance reporting criteria Describe the purpose of Stage Gate Funding Report status against a portfolio delivery plan Present your initiative in Stage Gate Reviews List the benefits that are being realized by the initiative Foundation Concepts Portfolio Life Cycles Portfolio Governance Prioritizing Initiatives Prioritize Foundation Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic Alignment Balancing the Portfolio Resources, Budgets, and Equipment Communicating Decisions Planning the Portfolio Planning Review Cycles Using Stage Gate Funding Setting Thresholds and Variance Reporting Tool Examples Portfolio Delivery 'Cycle' Project and Program Life Cycles Stage Gate Reviews Interaction with the Portfolio Delivery Board Project, Program, and Functional Managers Roles and Responsibilities