JULY 2025 - 9th Ed - MODULE 20 - PORTFOLIO RESOURCE (CAPACITY &

PfMP EXAM STUDY GUIDE + PfMP APPLICATION SUPPORT GUIDE + PPM MANUAL 9TH ED (JULY 2025)

0. PfMP EXAM STRATEGY RESOURCES

PfMP EXAM MASTERY BLUEPRINT (A Comprehensive Framework for Rapid Question Analysis & Answer Selection)
Comprehensive PfMP EXAM READINESS ASSESSMENT SCORING TOOL (AVAILABLE FOR DOWNLOAD)

PfMP EXAM - 11 CATEGORIES OF QUESTIONS TO EXPECT ON THE EXAM (Total 35 Questions with Explanations)

PfMP EXAM - 11 CATEGORIES OF QUESTIONS (Total 35 Questions) Explanations PRESENTATION
PfMP EXAM - 11 CATEGORIES OF QUESTIONS (Total 35 Questions) Explanations RECORDING (266:17)

1. PfMP EXAM PREP SUMMARY - Based on PMI Standard for Portfolio Management, 3rd Ed

Chapters 1 to 3 SUMMARY
Portfolio Strategic Management SUMMARY
Portfolio Governance Management SUMMARY
Portfolio Performance Management SUMMARY
Portfolio Communication Management SUMMARY
Portfolio Risk Management SUMMARY
Detailed Summary of TOOLS & TECHNIQUES for PfMP Exam Prep
Detailed Summary of all ARTEFACTS for PfMP Exam Prep
Summary of all TERMS for PfMP Exam Prep (Beyond the Glossary)

2. PfMP EXAM STUDY GUIDE - CHARTS AND SUMMARY

STUDY GUIDE 1 - ECO Task to Process Mapping
STUDY GUIDE 1.1 - PMI Standard for Portfolio Management - Process Flow
STUDY GUIDE 1.2 - SPfM 3rd Ed Processes and Techniques Cross-Reference Matrix v3.0
STUDY GUIDE 1.3 - Portfolio Management Artefacts in SPfM - Contents Matrix
STUDY GUIDE 1.4 - PPM TECHNIQUES Crash Course - HANDOUT v1.5

3. PfMP EXAM STUDY GUIDE - SCORING MODELS AND PfMP ECO

STUDY GUIDE 2 - Scoring Models
STUDY GUIDE 3 - PfMP ECO (Examination Content Outline) Insights
PfMP ECO CASE STUDY (Integrating all the 32 Tasks in the ECO)

PfMP ECO-BASED CASE STUDY EXERCISES (WITH SOLUTIONS)

PfMP ECO-BASED CASE STUDY EXERCISE - PORTFOLIO STRATEGIC ALIGNMENT
PfMP ECO-BASED CASE STUDY EXERCISE SOLUTION - PORTFOLIO STRATEGIC ALIGNMENT
PfMP ECO-BASED CASE STUDY EXERCISE - PORTFOLIO GOVERNANCE MANAGEMENT
PfMP ECO-BASED CASE STUDY EXERCISE SOLUTION - PORTFOLIO GOVERNANCE MANAGEMENT
PfMP ECO-BASED CASE STUDY EXERCISE - PORTFOLIO PERFORMANCE MANAGEMENT
PfMP ECO-BASED CASE STUDY EXERCISE SOLUTION - PORTFOLIO PERFORMANCE MANAGEMENT
PfMP ECO-BASED CASE STUDY EXERCISE - PORTFOLIO COMMUNICATIONS MANAGEMENT
PfMP ECO-BASED CASE STUDY EXERCISE SOLUTION - PORTFOLIO COMMUNICATIONS MANAGEMENT
PfMP ECO-BASED CASE STUDY EXERCISE - PORTFOLIO RISK MANAGEMENT
PfMP ECO-BASED CASE STUDY EXERCISE SOLUTION - PORTFOLIO RISK MANAGEMENT

4. PfMP EXAM STUDY GUIDE - QUIZZES AND SIMULATION TEST

4.1 Exam Prep Quizzes
4.2 SIMULATION TEST 1 with Answers
4.3 Questions in the SIMULATION TEST 1 Grouped by PPM Topic
4.4 PfMP PRACTICE QUESTIONS (Q1 to Q170 with Answer Keys) - PRESENTATION
4.5 PfMP PRACTICE QUESTIONS (Q1 to Q34 Explanations) - SESSION RECORDING (217:19)
4.6 PfMP PRACTICE QUESTIONS (Q60 to Q97 & Q35 to Q59 Explanations) - SESSION RECORDING (335:19)
4.7 Types of Questions & PfMP PRACTICE QUESTIONS (Q98 to Q120 Explanations) - SESSION RECORDING (189:47)
4.8 PfMP PRACTICE QUESTIONS (Q121 to Q148 Explanations) - SESSION RECORDING (262:26)
4.9 PfMP PRACTICE QUESTIONS (Q149 to Q170 Explanations) - SESSION RECORDING (112:57)
4.10 SCENARIO-BASED QUESTIONS ON SCORING MODELS (30 Questions WITHOUT ANSWER KEYS)
4.10 SCENARIO-BASED QUESTIONS ON SCORING MODELS (30 Questions WITH ANSWER KEYS & EXPLANATIONS)

PRACTICE QUESTIONS BASED ON PROCESSES, ARTIFACTS AND TOOLS & TECHNIQUES IN THE PMI STANDARD, 3RD ED

STRATEGIC MANAGEMENT - Processes Artifacts & Techniques - 30 Questions WITHOUT ANSWER KEYS
STRATEGIC MANAGEMENT - Processes Artifacts & Techniques - 30 Questions WITH ANSWER KEYS & EXPLANATIONS
GOVERNANCE MANAGEMENT - Processes Artifacts & Techniques - 30 Questions WITHOUT ANSWER KEYS
GOVERNANCE MANAGEMENT - Processes Artifacts & Techniques - 30 Questions WITH ANSWER KEYS & EXPLANATIONS

4.4 PfMP SIMULATION TEST 2 (Total 170 Questions Organized by Performance Domain)

4.4.1 STRATEGIC MANAGEMENT - 43 Questions WITHOUT ANSWER KEYS
4.4.2 STRATEGIC MANAGEMENT - 43 Questions WITH ANSWER KEYS & EXPLANATIONS
4.4.3 GOVERNANCE MANAGEMENT - 34 Questions WITHOUT ANSWER KEYS
4.4.4 GOVERNANCE MANAGEMENT - 34 Questions WITH ANSWER KEYS & EXPLANATIONS
4.4.5 PERFORMANCE MANAGEMENT - 43 Questions WITHOUT ANSWER KEYS
4.4.6 PERFORMANCE MANAGEMENT - 43 Questions WITH ANSWER KEYS & EXPLANATIONS
4.4.7 COMMUNICATIONS MANAGEMENT - 25 Questions WITHOUT ANSWER KEYS
4.4.8 COMMUNICATIONS MANAGEMENT - 25 Questions WITH ANSWER KEYS & EXPLANATIONS
4.4.9 RISK MANAGEMENT - 25 Questions WITHOUT ANSWER KEYS
4.4.10 RISK MANAGEMENT - 25 Questions WITH ANSWER KEYS & EXPLANATIONS

4.5 PfMP SIMULATION TEST 3 (Total 170 Questions Organized by Performance Domain)

4.5.1 STRATEGIC MANAGEMENT - 43 Questions WITHOUT ANSWER KEYS
4.5.2 STRATEGIC MANAGEMENT - 43 Questions WITH ANSWER KEYS & EXPLANATIONS
4.5.3 GOVERNANCE MANAGEMENT - 34 Questions WITHOUT ANSWER KEYS
4.5.4 GOVERNANCE MANAGEMENT - 34 Questions WITH ANSWER KEYS & EXPLANATIONS
4.5.5 PERFORMANCE MANAGEMENT - 43 Questions WITHOUT ANSWER KEYS
4.5.6 PERFORMANCE MANAGEMENT - 43 Questions WITH ANSWER KEYS & EXPLANATIONS
4.5.7 COMMUNICATIONS MANAGEMENT - 25 Questions WITHOUT ANSWER KEYS
4.5.8 COMMUNICATIONS MANAGEMENT - 25 Questions WITH ANSWER KEYS & EXPLANATIONS
4.5.9 RISK MANAGEMENT - 25 Questions WITHOUT ANSWER KEYS
4.5.10 RISK MANAGEMENT - 25 Questions WITH ANSWER KEYS & EXPLANATIONS

4.6 PfMP SIMULATION TEST 4 (Total 170 Questions Organized by Performance Domain)

4.6.1 STRATEGIC MANAGEMENT - 43 Questions WITHOUT ANSWER KEYS
4.6.2 STRATEGIC MANAGEMENT - 43 Questions WITH ANSWER KEYS & EXPLANATIONS
4.6.3 GOVERNANCE MANAGEMENT - 34 Questions WITHOUT ANSWER KEYS
4.6.4 GOVERNANCE MANAGEMENT - 34 Questions WITH ANSWER KEYS & EXPLANATIONS
4.6.5 PERFORMANCE MANAGEMENT - 43 Questions WITHOUT ANSWER KEYS
4.6.6 PERFORMANCE MANAGEMENT - 43 Questions WITH ANSWER KEYS & EXPLANATIONS
4.6.7 COMMUNICATIONS MANAGEMENT - 25 Questions WITHOUT ANSWER KEYS
4.6.8 COMMUNICATIONS MANAGEMENT - 25 Questions WITH ANSWER KEYS & EXPLANATIONS
4.6.9 RISK MANAGEMENT - 25 Questions WITHOUT ANSWER KEYS
4.6.10 RISK MANAGEMENT - 25 Questions WITH ANSWER KEYS & EXPLANATIONS

5. WEBINAR BY PRASAD

Webinar - PfMP Exam & Types of Questions to Expect on the Exam (60:58)

6. PfMP EXAM APPLICATION SUPPORT GUIDE

PfMP EXAM APPLICATION & EXAM GUIDANCE SESSION RECORDING - DEC'22 - 3 h 50 m (231:45)
How to demonstrate strategic alignment for a portfolio
General guidance & domain-specific guidance for experience summaries
PMI's Response to rejected experience summaries
PfMP Experience Summaries - Sample Set 1
PfMP Experience Summaries - Sample Set 2
PfMP Experience Summary - Sample for Governance Domain
PfMP Experience Summaries - Sample Set 3 - WITH PRASAD'S REVIEW COMMENTS

7. PPM MANUAL 9TH EDITION - INTRO TO PPM AND PORTFOLIO STRATEGIC CONTRIBUTION

FEB 2025 - 8th Ed - MODULE 1 - STRATEGIC DISCOVERY & MANAGEMENT........................................
JULY 2025 - 9th Ed - MODULE 2 - FUNDAMENTALS OF PORTFOLIO MANAGEMENT........................................
CASE STUDY - 2 Different Types of Project Portfolios & Their Relationship with Product Portfolios
SCORING MODEL - Unified Agility Index Scoring Model
JULY 2025 - 9th Ed - MODULE 3 - PORTFOLIO STRATEGIC CONTRIBUTION........................................
DECISION FRAMEWORK for Deciding the %Funding Allocation to Different Sub-portfolios

8. PPM MANUAL 9TH EDITION - PROJECT PORTFOLIO MANAGEMENT (PPM) PROCESS MODEL

JULY 2025 - 9th Ed - MODULE 4 - PORTFOLIO LIFECYCLE MODEL & PORTFOLIO DEFINITION CYCLE...................................
MODULE 4.1 - Project Portfolio Management Process Model - Big Picture - v3.0
IMAGE - Adaptive Portfolio Definition Framework
GUIDE - Adaptive Portfolio Definition Framework
GUIDE: Organizational Implementation of Adaptive Portfolio Definition Framework (Portfolio Structure)
GUIDE - Adaptive Portfolio Kanban System
PRACTICAL EXAMPLE - Aligning Portfolio-Level Documents to Corporate Level Documents
JULY 2025 - 9th Ed - MODULE 5 - PPM ENVIRONMENT & PORTFOLIO SCOPE........................................
TEMPLATE - Portfolio Scope Definition Document
JULY 2025 - 9th Ed - MODULE 6 - PORTFOLIO DESIGN SPECIFICATIONS........................................
IMPLEMENTATION GUIDE Business Case Levels Mapped to Portfolio Selection Process Stages
JULY 2025 - 9th Ed - MODULE 7 - INVENTORY OF WORK & PRE-SCREENING........................................
DECISION MODEL - Initiative Pre-Screening Model
JULY 2025 - 9th Ed - MODULE 8 - INITIATIVE CATEGORIZATION........................................
MODEL - Initiative Categorization Model - "Zone-to-Win" Categorization with Examples
CASE STUDY - Cisco's Zone-to-Win Categorization & Governance Model
MODEL - Initiative Categorization Model - "Discovery vs. Delivery" with Examples
JULY 2025 - 9th Ed - MODULE 9 - INITIATIVE SCREENING........................................
DECISION MODEL - Initiative Screening Model
JULY 2025 - 9th Ed - MODULE 10 - INITIATIVE PRIORITIZATION........................................
CATALOG - Initiative Prioritization Criteria (Categorized by AAA Framework) - Total 78 Criteria
JULY 2025 - 9th Ed - MODULE 11 - PREPARING FOR PORTFOLIO OPTIMIZATION........................................
JULY 2025 - 9th Ed - MODULE 12 - PORTFOLIO OPTIMIZATION........................................
JULY 2025 - 9th Ed - MODULE 13 - PORTFOLIO BALANCING........................................
DECISION MODEL - Portfolio BALANCING Model
GUIDE - Portfolio Balancing for Change Concentration
JULY 2025 - 9th Ed - MODULE 14 - PARTICIPATORY BUDGETING AND PORTFOLIO FINALIZATION & SELECTION........................................
GUIDE - Portfolio Finalization & Approval Process
JULY 2025 - 9th Ed - MODULE 15 - PORTFOLIO PLANNING........................................
GUIDE - EPMO Communication Guide - Advocating for Portfolio Documentation
FILLED-IN TEMPLATE - OVERARCHING Portfolio Strategic Plan (OPSP)
FILLED-IN TEMPLATE - SUB-Portfolio Strategic Plan (SPSP) for PERFORMANCE (Delivery) Category
FILLED-IN LIGHTWEIGHT TEMPLATE - SUB-Portfolio Strategic Plan (SPSP) for PERFORMANCE (Discovery) Category
Portfolio Delivery Performance - Sample Executive Dashboard with KPIs
CATALOG - Portfolio Strategic, Governance & Delivery KPIs (Total 50 KPIs)
PLAYBOOK - Dynamic Portfolio Roadmap Management Playbook
JULY 2025 - 9th Ed - MODULE 16 - MANAGING STRATEGIC CHANGE........................................
CASE STUDY - TechNova's Strategic Change Management Initiative
GUIDE - Dynamic Portfolio Steering Framework (Proactively Managing Uncertain External Changes)

9. PPM MANUAL 9TH EDITION - PROJECT PORTFOLIO MANAGEMENT DOMAINS

JULY 2025 - 9th Ed - MODULE 17 - STAKEHOLDER ENGAGEMENT & COMMUNICATIONS MANAGEMENT........................................
SAMPLE - Corporate Communications Policy
SCORING MODEL - Stakeholder INFLUENCE Assessment Model (Formal + Informal Influence)
SCORING MODEL - Stakeholder INTEREST Assessment Model (Gains + Pains)
DECISION FRAMEWORK for defining and implementing the Stakeholder Engagement Strategy
Critical Message Pre-Testing Framework With Example
JULY 2025 - 9th Ed - MODULE 18 - PORTFOLIO GOVERNANCE........................................................................................................................................
CASE STUDY - Tailoring the Portfolio Governance Model Based on Influencing Factors
DECISION FRAMEWORK & SCORING MODEL to Identify a Right-Sized Initiative (RSI)
FRAMEWORK: for Mitigating Conflicts of Interest in DoA (Delegation of Authority) - from IGB to EGB
CASE STUDY - Portfolio Governance Structures in a Organization with Multiple SBUs
MODEL: Rhythmic P3 Governance Meeting Cadence Model
GUIDE: Strategic Investment and Funding Lifecycle
PLAYBOOK - The Funnel vs. Tunnel Test: A Playbook for Portfolio Health
SCORING MODEL to Assess the Level of Agility of an Initiative (Unified Agility Index Scoring Model)
JULY 2025 - 9th Ed - MODULE 19 - PORTFOLIO RISK MANAGEMENT...............................................................................................................................
CASE STUDY - Organizational Risk Appetite Framework & Implementation
DECISION FRAMEWORK - Identifying & Implementing Risk Response Strategies
CASE STUDY - Portfolio risk is much more than the aggregated portfolio component risks
CASE STUDY - Managing risks common to multiple initiatives at the portfolio level
PRACTICAL EXAMPLES - Different Types of Portfolio Dependencies
CHECKLIST - Portfolio External Dependencies Discovery Checklist (EDDC)
GUIDE - Guide to Estimating the Management Reserve for a Portfolio
JULY 2025 - 9th Ed - MODULE 20 - PORTFOLIO RESOURCE (CAPACITY & CAPABILITY) MANAGEMENT...................................................................................................................................................
Portfolio Resource Management & Capacity Management Comparison Guide
TEMPLATE - Portfolio Resource Capacity Management Plan
FRAMEWORK - DART Framework - Dynamic Adaptive Resource Tracking (Scarce Resources) - DRAFT VERSION
DECISION FRAMEWORK - Capability-Based Resource Allocation Framework
GUIDE - Resource Leveling vs. Resource Smoothing vs. Project Staggering
APPROACH DOCUMENT - Portfolio Resource Forecasting Approach with Example
Comprehensive Guide to Reference Class Forecasting (RCF)
FRAMEWORK - Portfolio Resource Shortage Management Framework
FRAMEWORK - Portfolio Resource Surplus Management Framework
CASE STUDY - Portfolio Resource Surplus Management - 2 Case Studies
MODULE 21 - PORTFOLIO FINANCIAL MANAGEMENT......................................................................................................................................................................
FRAMEWORK - Portfolio Financial Management (PFnM) Framework - Executive Summary
FRAMEWORK - Portfolio Financial Management (PFnM) Framework - DETAILED

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JULY 2025 - 9th Ed - MODULE 20 - PORTFOLIO RESOURCE (CAPACITY & CAPABILITY) MANAGEMENT...................................................................................................................................................

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