Introduction to Portfolio Analysis - O&G

Developing Corporate Strategy and Optimizing Results | Est. Time: 2:30hrs

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If you influence or make portfolio decisions for your company this course is for you!

Introduction to Portfolio Analysis illustrates the use of "portfolio analysis" to develop and compare alternative strategies that an O&G company might pursue. The examples included throughout the course show how projects and corporate performance measures interact and how the interactions create new opportunities for the corporation. The interactions can be quantified to allow decision-makers to compare alternate strategies and quickly assess the business performance trade-offs they will likely face when they select one strategy over another.

The course covers:

  • What is a portfolio?
  • Why use portfolios?
  • Typical corporate planning approaches
  • Portfolio planning
  • Ranking approaches
  • Rank-and-Cut Example using Excel
  • Multi-Factor Scoring Example using Excel
  • Integrated Optimization Example using npv10
  • Evaluating Portfolios
  • Creating forecasts
  • Using Generic Projects for Developing Strategy
  • Uncertainty in Oil & Gas
  • The Two-Digit Rule
  • Reducing Uncertainty
  • Change Management 101
  • Change the Conversation
  • Goals and Constraints
  • Forecasts
  • Uncertainty

Who should take this course:

  • Financial Planning & Analysis (FP&A) Executives and Analysts looking for better approaches to corporate planning.
  • C-Suite executives needing to take a higher-level view of their company in order to make better strategic decisions and plan ahead for different scenarios.

Benefits/ Course Objectives:

Understand how using a portfolio approach to select projects and analyze different strategies can improve the organization's performance, and how the culture may need to change to enable a better dialog between the financial planning team and the operating units. You will also see how using multiple forecasts, with probabilities, can enhance your insight into different strategies.



Est. Course Length:

1:30 Hr Video lectures

1:00 Hr. Quiz and Hands-on Practice

Your Instructor

Mark Streich
Mark Streich
Mark started npv10 in 2016, with the goal of enabling companies in O&G, Real Estate, and Technology to make better decisions about the portfolios in their businesses. Prior to this, Mark was a Senior Consultant with Portfolio Decisions where he built customized portfolio models, and used them to help oil and gas executives understand multiple strategic alternatives as they planned their strategy.
Mark had been the Director of Technology Innovation with the University of Houston, where he advised executives at high tech companies. A veteran entrepreneur from Silicon Valley, with five software patents in his name, Mark has provided product, valuation and strategy advice to dozens of clients in the US, Europe, Latin America and Asia. He has helped companies obtain millions of dollars in funding. Mark has also helped clients position their enterprises as candidates for acquisition.
Mark holds degrees in Economics, Computer Science and International Business from the Wharton School of Business and the Thunderbird School of Global Management.

Class Curriculum

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does 12-month access sound? After enrolling, you have unlimited access to this course for 12 months as often as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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