Value Creation Planning in Portfolio Companies

Turn a private equity investment thesis into an execution roadmap the way a portfolio-company PM or operating partner does: build the value creation plan, structure and sequence initiatives, track them to value, and prepare the exit story. 3.0 PDUs (Ways of Working 1.5, Power Skills 0.5, Business Acumen 1.0). The course runs as guided self-study: narrated module videos, review questions after each module, a practitioner case study, and a final examination. 3.0 PMI PDUs (Ways of Working, self-reported via CCRS), Business Management & Organization field of study, Intermediate level, built to QAS Self-Study standard. What you will learn: • Explain how a PE investment thesis translates into a value creation plan. • Structure a VCP into initiatives, workstreams, and milestones. • Prioritize and sequence value creation initiatives by impact and feasibility. • Establish tracking and governance that ties execution to the thesis and to value. • Manage the pace and reporting expectations of PE ownership. • Identify common execution failures in portfolio-company value creation. Who should attend: This self-study course is written for project managers and finance professionals, and for PMP and other PMI credential holders seeking PDUs. Program level: Intermediate; prerequisites and advance preparation are described in the course brief.