Learning Portfolio Toolkit

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Supervise Learning Portfolio: maintenance and Configuration Management ensure effective processes are in place to continuously refresh infrastructure, maintain proper release levels, and proactively apply security patches.

More Uses of the Learning Portfolio Toolkit:

  • Develop solutions focused on Data Science and engineering using Machine Learning, Deep Learning algorithms, statistical concepts, Data Modeling, Software Development and visualizations.

  • Ensure you realize; lead a Continuous Learning environment with respect to utilizing the latest methodologies, technologies, and illustrative best practices to tell stories that can drive business decisions.

  • Standardize Learning Portfolio: numerical optimization methods and stochastic optimization algorithms and application in Machine Learning techniques.

  • Establish Learning Portfolio: in collaboration with your organizations manager/supervisor, identifies necessary trainings based on your organizations needs and the employees learning and Professional Development needs.

  • Manage the creation, development, and iterative improvement to your multi language training set for Machine Learning solutions that power your core product.

  • Organize Learning Portfolio: execution of Machine Learning projects to address specific business problems determined by consultation with business partners.

  • Govern Learning Portfolio: active learning through retrospectives and collaboration in a warm, high trust culture motivate you to bring your whole self to work and grow as a person.

  • Write clean, organized Machine Learning code using standard Software Engineering methodologies.

  • Ensure you succeed; build infrastructure to provide high throughput query capabilities for Machine Learning workloads.

  • Standardize Learning Portfolio: Artificial intelligence and Machine Learning to design, prototype, and build solutions to business problems.

  • Provide web accessibility support, review and implementation of best practices to maintain Compliance Requirements of the LOR, distance learning websites and resource platforms.

  • Support and consult various stakeholders (Customer Support, Engineering, Product, Operational teams) on how to lead own functional learning products and initiatives.

  • Be certain that your planning complies; Continuous Learning and building of process and policy knowledge through highly Effective Communication, documentation and process adherence.

  • Drive the continued analysis, design, development, delivery, and evaluation of the learning strategy, and partner with the leadership and Organizational Development team to develop performance indicators to assess effectiveness.

  • Supervise Learning Portfolio: prototype, design, implement and test Machine Learning innovations applied to various business problems, with focus on affecting key KPIs.

  • Utilize current learning principles/concepts, Instructional Design theory/evaluation methods and training techniques/technologies to assess, design, develop, deliver, implement and evaluate the training.

  • Develop and implement learning strategies that leverage current industry best practices and ensure creativity and relevance as part of design to ensure adoption and impact.

  • Head Learning Portfolio: if selected, you would work side by side with the most talented professionals in the industry and learning along the way.

  • Ensure you champion; build distributed, scalable, and reliable Data Pipelines that ingest and process data at scale and in real time to feed Machine Learning algorithms.

  • Orchestrate Learning Portfolio: you are always learning new things, whether its from working with other brilliant engineers, or challenging yourself to master new technologies.

  • Be accountable for learning and eventually producing the current daily, weekly, monthly and quarterly reporting and processes from current team members and over time look to automate, advance and integrate further controls and checks.

  • Develop effective project plans to facilitate the building of learning programs and curriculum to close gaps identified.

  • Collaborate with your Learning And Development team in the development and implementation of sales and training budgets, Performance Metrics, KPIs and targets aligned to sales, productivity, quality, and Customer Service standards.

  • Confirm your organization ensures Virtual Learning (eLearning, blended, and live) is relevant, effective and sustainable.

  • Coordinate Learning Portfolio: partner with performance leader and Human Resources to support Learning And Development activities pertaining to individual, departmental the location needs.

  • Be accountable for developing and scaling Machine Learning solutions for industrial applications to facilitate Continuous Learning, adaptation and improvement in dynamic operating environments.

  • Facilitate/deliver programs (Onboarding, New feature updates, and product integration) that leverage Blended Learning, practice/application and peer reinforcement to ensure learning is impactful and effective.

  • Devise Learning Portfolio: work closely with the Learning And Development consulting, and internal and external business partners to ensure that training is aligned with desired performance outcomes.

  • Steer Learning Portfolio: in return, you strive to provide your staff with a variety of challenging work and a supportive learning environment in which to grow.

  • Orchestrate Learning Portfolio: act as a trusted learning partner with every level of your organization to address individuals, teams, and wider organizational learning needs for your people by driving Continuous Learning as a habit.

  • Lead Learning Portfolio: portfolio demonstrating Design Thinking, architecture, and/or commercial interior design.

  • Be certain that your project creates effective Test Plans and data sets related to functional/integration testing, end to end testing, and User Interface testing.


Save time, empower your teams and effectively upgrade your processes with access to this practical Learning Portfolio Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Learning Portfolio related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Learning Portfolio specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Learning Portfolio Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Learning Portfolio improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How will the data be checked for quality?

  2. How do you verify your resources?

  3. What is the range of capabilities?

  4. How do you link measurement and risk?

  5. When is Root Cause Analysis Required?

  6. How do you improve productivity?

  7. Are you measuring, monitoring and predicting Learning Portfolio activities to optimize operations and profitability, and enhancing outcomes?

  8. What must you excel at?

  9. Who will be responsible for making the decisions to include or exclude requested changes once Learning Portfolio is underway?

  10. What happens if you do not have enough funding?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Learning Portfolio book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Learning Portfolio self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Learning Portfolio Self-Assessment and Scorecard you will develop a clear picture of which Learning Portfolio areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Learning Portfolio Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Learning Portfolio projects with the 62 implementation resources:

  • 62 step-by-step Learning Portfolio Project Management Form Templates covering over 1500 Learning Portfolio project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Learning Portfolio project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Learning Portfolio project team have enough people to execute the Learning Portfolio project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Learning Portfolio project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Learning Portfolio Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Learning Portfolio Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Learning Portfolio project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Learning Portfolio project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Learning Portfolio project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Learning Portfolio project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Learning Portfolio project with this in-depth Learning Portfolio Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Learning Portfolio projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Learning Portfolio and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Learning Portfolio investments work better.

This Learning Portfolio All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.