PfMP Exam Prep – How to Write All Portfolio Management Processes in Just 5 Minutes!

One common difficulty when preparing for the PfMP exam is remembering and writing all the portfolio management processes across the five knowledge areas (KAs) and three process groups (PGs). But they are very important know and apply as you prepare for the exam.

Importance for the PfMP Exam

To understand portfolio management, it’s essential to grasp the interactions among processes spread across the process groups (PGs) and knowledge areas (KAs). Therefore, remembering these processes is important. The processes are involved in many activities such as:

• Development of key strategic and governance artifacts such as the Portfolio Strategic Plan (PfSP), Portfolio Charter (PfC), Portfolio Roadmap (PfRM), etc.
• Identification, categorization, scoring, and ranking of portfolio components, as well as the ongoing evaluation, selection, prioritization, and balancing of the portfolio.
• Authorization of portfolio components such as programs, projects, and operations.
• Ensuring strategic changes are reflected in the portfolio.
• Managing resources, benefits/value delivery, and portfolio reporting.
• Building a risk-adjusted portfolio and ensuring it delivers value in alignment with the organization’s risk profile, among other responsibilities.

Do note that the terms like PfSP, PfRM, and PfC are my own for simplicity. You won’t find them anywhere else. I use them because they’re easier to remember.

Each portfolio management process also involves several critical tools and techniques (T&Ts), such as scoring and weighting methods, prioritization techniques, and demand-supply (capacity and capability) analysis. So, again, you have to remember these processes for your PfMP exam. 

As mentioned earlier, the main challenge is quickly recalling and writing down all the processes – to be specific in 5 minutes.

Process Groups (PG), Knowledge Areas (KA) and Processes

In the Standard for Portfolio Management, there are not only 16 processes but also several knowledge areas (KAs) and process groups (PGs). Again, the terms PG and KA are my own; they will be used in the video demonstration and are intended to help you remember them more easily.

In this post, you'll learn how to write down all the processes in just five minutes. The video is taken from the PfMP Live Lessons course. This comprehensive course includes an extensive set of videos, such as how to write down formulas, sequence the processes, understand process interactions, solve mathematical questions, and much more.

With practice, you can get it down to just three minutes. This video demonstrates how to write all of the following in five minutes:

• All 3 process groups (PGs),
• All 5 knowledge areas (KAs), and 
• All 16 processes.

Video: How to Write Down the 16 Processes in 5 Minutes

In this video, I demonstrate how to write out all 16 processes in just 5 minutes. The first time you try, it might take 10 minutes or more. But with practice, you'll easily bring it down to 5 or even 3 minutes. Of course, this assumes you're already familiar with the processes!

Video duration: 07m 50s

More Tips and Notes

Below are some tips and notes. A comprehensive set of tips and notes are available in video format and they are part of the PfMP Live Lessons, Guaranteed Pass course.

• Use short terms like Pf, PfSP, PfC, etc., to write quickly.
• Don’t erase content; instead, use the Pan command to move the screen and add extra content.
• Practice using a few commands (e.g., line, text box, eraser) to become faster at writing within 3 minutes.
• Avoid using the "Clear" command in the PfMP exam whiteboard, if available, as it will erase all content!
• When using the Pan button, stick to one strategy for movement, either left to right or top to bottom, to avoid confusion during the exam.

I believe this post, along with the video, notes, and tips, will greatly assist in your PfMP exam preparation.

The PfMP exam is long and requires both physical and mental agility. Writing down these processes in the first five minutes will be a great help.

Final Words

As of April 2025, the PfMP exam is available only in computer-based testing (CBT) mode. The online proctored testing (OPT) mode is not offered. Nevertheless, in the CBT exam, you'll have access to an online whiteboard as part of your exam screen.

If you're using plain paper or an erasable sheet (depending on the exam center), you can write down the 16 processes using the tips mentioned earlier.

For more tips on using the whiteboard, similar to the real PfMP exam, check out this post.

If you're reading this post, I wish you the very best in your PfMP exam journey. With the right preparatory course, like the Guaranteed PfMP Pass course, you are on the path to PfMP Exam success.

PfMP Exam Courses and Book:

[1] PfMP Live Lessons - Guaranteed Pass or Your Money Back

[2] PfMP Exam Prep Online Course with Money-Back Guarantee

[3] PfMP Exam Prep Book – I Want To Be A PfMP, First Edition

[4] Article - PMP Online Proctored Exam – How to Write 49 Processes of PMBOK6 in 7 Minutes 

Top 10 Reasons To Go with PfMP Live Lessons – The Guaranteed PfMP Pass Course

The Portfolio Management Professional (PfMP®) certification is the highest-level credential offered by PMI®. If you're looking to drive your organization’s strategy forward and take the driver’s seat, this certification is for you.

Recognizing the value and importance of the PfMP certification, ManagementYogi has prepared the PfMP Live Lessons course. It’s also known as the Guaranteed PfMP course because it’s directly tied to helping you pass the PfMP exam.

Another critical factor is the cost of certification. Globally, the cost of PfMP preparation is quite high. But the PfMP Live Lessons course is offered at a very affordable price. 

With that in mind, here are the top 10 reasons to choose the PfMP Live Lessons – Guaranteed Pass or Your Money Back course.

--

Reason – 1. World’s Only PfMP Certification Exam Preparation Course with a Full Money-Back Guarantee.

This course is comprehensive and in-depth, featuring a wealth of exercises and practical applications. No other PfMP course in the world offers the same level of detailed explanations and hands-on learning. To top it all, it comes with a full (100%) money-back guarantee.

Reason – 2. No Terms and Conditions — Except That You Take the PfMP Exam.

No one else in the world offers this. You just need to attempt the exam twice to be eligible for the money-back guarantee. 

Please note that, in my experience, nearly all aspirants who take my course, pass the exam on their first attempt. Hence, you've a very high chance of success of with the 1st attempt itself.

Reason –3. PfMP – The Highest-Level Certification Offered by PMI.

With your PfMP certification, you'll significantly increase your market value. There are a number of benefits and I’ve highlighted a few of them. 

Watch the below YouTube video for more reasons to pursue the PfMP certification: https://www.youtube.com/watch?v=qO99kJsNozU

Reason – 4. Full Support for PfMP Application Approval.

Your application for PfMP should be top-notch. As it’s the highest-level PMI certification, the review is going to be thorough. ManagementYogi will provide full support for your PfMP application preparation, review.  

If your application is not approved (which is highly unlikely), you’ll receive a full refund—no questions asked. 

Reason – 5. Don’t Wait Years to Become a PfMP.

Achieve it in just a few months. This course helps you accelerate your preparation and ace the exam.

We’ve already seen numerous PfMP success stories with the help of our course and book.

Reason – 6. Affordable Price, Premium Quality.

Search anywhere—ManagementYogi offers the most cost-effective PfMP course in the market.

It’s not thousands of dollars—it’s around 25% of the typical cost, without compromising on quality. When you with a poor quality course, time adds-up and preparartion becomes longer. Time is money.

Reason – 7. Real-World Tools and Software Integration.

Learn how PfMPs work in practice using tools like MS Project, Primavera PPM, and Primavera Cloud as needed.

Guaranteed PfMP curse is the only course in the world, which provides explanations with practical, hands-on software tools. 

Reason – 8. Video-Based Exercises + Practice Exams.

Includes numerous video exercises and flow-based activities across knowledge areas (KAs), process groups (PGs), processes as well as inputs, tools and techniques and outputs (ITTOs).

Also includes 4 full-length practice tests—giving you the confidence to crack the exam.

Reason – 9. Ongoing Support Throughout Your PfMP Journey.

Ask any question at any time. Every question will be answered—you’re never alone in your preparation.

You might have a large number of questions or clarifications. In such cases, a directly face-to-face virtual call with set-up to address your queries. 

Reason – 10. A Proven Track Record of PfMP Exam Success.

I’ve personally worked with many successful PfMPs. With PfMP Live Lessons, you have an excellent chance of success—and I’ll be there every step of the way.

Video Explanation

The below video (12m: 02s) explanation will consolidate your understanding further. Watch the video alongside this article for a better learning experience. For the best experience, plug-in your headphones and go full-screen HD.

Conclusion

Your dream of becoming a PMI-PfMP is within your reach – don’t let it sit on the back burner. If the certification truly matters to you, there’s no better time to begin than today.

With the PfMP Live Lessons – Guaranteed Pass or Your Money Back course, you’ll have everything you need: expert guidance, real-world tools, and complete support throughout your journey.

Start today. Stay focused. And watch yourself grow into the PfMP® you’re meant to be.

👉 [Enroll Now] Pay via PayPal/Bank transfer. Email: managementyogi@gmail.com. Enroll in 24hrs.

You Can Also Check:

[1] PfMP Live Lessons, Guaranteed Pass – Economical and Full Money-Back Guarantee (Has the detailed course breakdown)

[2] PfMP Certification Exam – Sample Videos, Choose and Play

[3] PfMP Certification Exam – Sample Questions, Part – 1 and Part – 2

PfMP Live Lessons – Guaranteed Pass or Your Money Back

 

I’m pleased to announce the availability of the PfMP Live Lessons video course for aspiring portfolio management professionals (PfMP®):

PfMP LIVE LESSONS – GUARANTEED PASS OR MONEY BACK 

It’s an in-depth video course for aspiring PfMPs and currently practicing portfolio management practitioners, who want to be PfMPs in a short time-window and crack the exam with certainty. This course has been requested by aspiring PfMPs in recent months. It has been prepared with inputs from many successfully certified PfMPs, worldwide.

This is the only such course in the world with full money-back guarantee, linked to your passing the PfMP exam. There are no terms and conditions, except you giving the exam.

PfMP is the highest-level certification offered by Project Management Institute (PMI®). You need not be a Project Management Professional (PMP®) or a Program Management Professional (PgMP®) to go for PfMP. Rather, you can directly go for the PfMP certification. 

PfMP Certification is pursued by C-suite executives, top executives (presidents, VPs, directors), senior managers, among others. I've also seen entrepreneurs pursuing it. These roles demand strategic management and driving the strategic direction of an organization. 

Portfolio and portfolio management drive the intent, direction and progress of an organization. It’s only with portfolios you can bridge the gap between strategy and implementation. Without portfolios, it’s just fire and then forget.

Now, though PfMP certification is a fast growing one, still many aspiring PfMPs struggle to get certified. The Standard for Portfolio Management (SPfM) is not exactly an easy to understand. In addition, the senior executives don’t have much time to go through complicated concepts and wait for months or years. The cost is also substantial for PfMP preparatory courses in the marketplace. Hence, this course, which comes with a 6-months timeline and at a much lower cost.

The PfMP Live Lessons course – also called Guaranteed PfMP Course – makes the concepts very easy to understand, gives numerous examples with figures and graphical interactions with a large number of flow diagrams. It aces with a large number of practice questions. 

This course also has over 26 hours of video duration, four full-length Q&A sets (each set with 170 questions and detailed answers) as well as a large number of practice questions. In total, you’ll have over 60 hours of learning. 

Important Note: PMI checks PfMP applications thoroughly and rejections happen. I’ve seen such cases (and have enabled approval for many after modifications). This course provides complete support for the PfMP Application Form preparation, fill-up and submission. 

Here are a few of the top benefits with Guaranteed PfMP course:

• Comes with full money-back guarantee. No T&Cs except you giving the exam. You've literally nothing to lose.
• Complete support for your application fill-up, till its approval.
• A variety of practice questions so that you not only clear the PfMP exam, but also ace it. 

For top reasons to go for the PfMP Live Lessons course, refer:

• Top 10 Reasons To Go with PfMP Live Lessons, Guaranteed Pass

Top Features: Guaranteed PfMP Course (PfMP Live Lessons)

1. Total Video Duration: 26+ hours 
2. Number of Videos: 380 
3. Number of Lessons: 14 (+1) 
4. Four full-length Q&A Sets: Each with 170 Q&As 
5. Total number questions with detailed answers: 1,000+
6. Number of Smart Card Questions: 80
7. Process and ITTO Exercises (videos): 150+ 
8. End-course assessment and course completion certificate 
9. A large number of flow exercises (40+) across the lessons.
10. A large number of tips and tricks - hundreds of them throughout the course.
11. Usage of software tools such as MS Project, Primavera Portfolio Management, Primavera Risk Analysis, MS Excel etc., whenever needed. 
12. Fully compliant with the Standard for Portfolio Management (SPfM), PfMP Exam Content Outline.
13. Coverage of all advanced features in Portfolio Management: Portfolio Monte-Carlo analysis, PEF, PfEVM, Portfolio Bubble Charts, Portfolio Radar Charts, Portfolio Burndown/up charts etc.
14. Content includes PMI recommended reference books for the PfMP exam. There are quite a few reference books.
15. Complete support throughout your PfMP exam preparation, including application fill-up (till its approval).

Course Breakdown: Guaranteed PfMP Course (PfMP Live Lessons)

• Welcome (10 videos): 23m 45s [23 minutes 44 seconds]
• Lesson 1 – About the PfMP Exam (18 videos): 58m 36s
• Lesson 2 – Introduction to Portfolio and Portfolio Management (29 videos): 1h 43m 34s
• Lesson 3 – Portfolio Management and Organization (25 videos): 1h 29m 00s
• Lesson 4 – Portfolio Management Process Groups (23 videos): 1h 42m 53s
• Lesson 5 – Portfolio Strategic Management (44 videos): 2h 35m 12s
• Lesson 6 – Portfolio Governance Management (59 videos): 4h 18m 41s
• Lesson 7 – Portfolio Performance Management (48 videos): 3h 40m 49s
• Lesson 8 – Portfolio Communication Management (47 videos): 3h 33m 02s
• Lesson 9 – Portfolio Risk Management (51 videos): 4h 00m 30s
• Lesson 10 – Portfolio Management Maths and Graphs (A number of Q&As)
• Lesson 11 – Portfolio Management Flow Exercises (17 videos): 1h 37m 56s
• Lesson 12 – How to be a PMI-PfMP (A set of simple steps to be PMI-PfMP)
• Lesson 13 - Four Full-Length Question and Answer Sets (Each with 170 Q&As)
• Lesson 14 – Final Talk (2 videos): 06m 27s

The details on it this course, with information on ALL benefits, ALL features etc, are available also available at:

https://www.managementyogi.com/p/pfmp-live-lessons.html

What is Full Money-Back Guarantee for the Guaranteed PfMP course?

There are no little tricks, such as – “terms and conditions apply”, “** conditions apply”, as you would have seen in many places. What you see and read here is exactly what you will get. 

The premise is simple.

You have six months and two attempts to clear the PfMP exam. Give the exam and clear the exam. Be a PfMP. You WIN. 

If you can’t, I’ll refund your full money. You still WIN because you’ve the entire content free of cost for 6 months. You’ll also get the course completion certificate from ManagementYogi. Both of these are WINs for you.

The below video explains more on the full money-back guarantee. 

Note: You can also evaluate the videos before paying any money. Thirty (30) videos will be available for your evaluation, even before your purchase.  

Applicability and Validity

• Guides and Books: Based on the Standard for Portfolio Management, PfMP Exam Content Outline (ECO), a number of PfMP reference books
• Software Used: Multiple software – MS Project, Primavera P6 PPM, Primavera Portfolio Management, MS Excel, Primavera Risk Analysis, among others.
• Valid Date for Guarantee: 6 months or 1 year from the date of purchase
• Number of attempts: Two 
• Course Duration: 6 months or 1 year
• Price: $499 USD / Rs 42,449 (for 6 months)
                $749 USD / Rs 63,669 (for 1 year)
• Payment Link: paypal.me/managementyogi
  (Login, Send your payment to paypal account of ndsatya@gmail.com,
  Enter the amount; Invoice will be generated after payment)
  OR, you can pay via Bank Transfer or Payment. For this, please send a mail to managementyogi@gmail.com  to get the details.
• Available: From February, 2025
• Primary Format: Video 
• Course Extension: As per your need
  (Price calculation will be pro-rata)
• Status: Available
  (accessible via laptop/desktop)

Detailed Course Breakdown

The detailed course breakdown for the Guaranteed PfMP Course is shown below. It details hours of learning, number of videos and various exercise details. You can scroll to see the full content. 

You can also view the complete course index in the below link.

Complete Course Index: PfMP Live Lessons Course - Guanteed Pass

If you want to buy this course or have any questions, please send an email to managementyogi@gmail.com.

Try Before You Buy: 

[1] Complete (Sample) Video Playlist: Guaranteed PfMP Pass Videos

[2] Choose to Play a Video: Guaranteed PfMP Pass Sample Video List

PfMP Exam Prep Book (since 2023):

• PfMP Exam Prep Book - I Want To Be A PfMP, the plain and simple way 
  (has enabled many to be PfMP certified)