The Portfolio Management SIG welcomes you to

“Making Portfolio

Management work for you and your organisation”

Conference April 22nd 2015

Portfoliosig@apm.org.uk

Conference Organisers & Facilitators

Portfolio Management SIG Committee

David Dunning

Steve Leary

Daryush Abbasi

Stephen Parrett

Ruth Moyes

Mike Florence

APM

Colin Baker

John MacGregor

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Julie Black Associate Director, Project Management Group, Ofgem

Julia Hodkin Head of Change Portfolio Management Office, Yorkshire Building Society Group

Tim Hopkins Portfolio Office Lead, Change & Programme Management Unit, Westminster City Council

Paul Morgan Regional Demand & Portfolio Manager, SAB Miller

Adrian Pyne Senior Associate at Provek (PMO Architect at Gatwick Airport)

Karl Reilly Senior Consultant, PricewaterhouseCoopers

Presenters

Agenda

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09:00 Registration and refreshments

09:30 • Stephen Parrett (SIG Chair) - Introduction

09:40 • Karl Reilly, PricewaterhouseCoopers

10:20 • Julie Black, Ofgem

11:00 Break/Networking

11:20 • Paul Morgan, SAB Miller

12:00 • Tim Hopkins, Westminster City Council

12:40 • Presentation

13:20 Lunch/Networking

14:00 • Workshop

14:50 • Julia Hodkin, Yorkshire Building Society Group

15:30 Tea Break

15:50 • Adrian Pyne, Gatwick Airport

16:30 • Panel Session

16:50 • Closing Comments

17:00 End

Objectives of today

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Find out how experienced practitioners make PfM work • Linking strategic objective setting and effective delivery of the portfolio • Constructing your first portfolio • Prioritising programmes and projects • Creating the right infrastructure and the initial steps in setting up PfM • Managing and balancing, innovation, research, product development, BAU etc

Discuss and exchange views during the Workshop and networking breaks Raise key conference questions during the Panel Session Collate inputs/outputs to support ongoing PfM knowledge development

Making Portfolio Management work for you and your organisation

All helping develop the SIG’s Aims

Promote awareness of portfolio management practices & so help organisations achieve their corporate strategy or strategic intent

Provide an active forum for interested professionals to share experiences, ideas, tools, techniques and challenges

Encourage cross-professional collaboration

Contribute to the development of best practice in this emerging field

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The SIG’s Aims

The SIG’s Strategic Themes & Aims

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Developing New Knowledge (e.g. creating source material

based on “what works”)

Working With APM (e.g. collaboration with other SIGs and pan-APM initiatives)

Engaging SIG Membership (e.g. opportunities for

participation in SIG activities)

Engaging with the CxO Community (e.g. supporting APM research into this group)

Disseminating Knowledge (e.g. providing access to PfM Knowledge)

Promote awareness of portfolio management practices (help organisations achieve their corporate strategy or strategic intent)

Provide an active forum for interested professionals

(share experiences, ideas, tools, techniques and challenges)

Encourage cross-professional collaboration

Contribute to the development of best practice in this emerging field

A I

M S

Making available a resource of good

practice information

Create the knowledge and resources needed

for project success

Share research and good practice

Recognise the benefits of professional project

management at Board Level

Engage organisations

Create a profession learning and

collaborating together Develop

innovative research

Towards a

world in which

all projects

succeed

How our work fits with the

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Developing New Knowledge (e.g. creating source material

based on “what works”)

Working With APM (e.g. collaboration with other SIGs and pan-APM initiatives)

Engaging SIG Membership (e.g. opportunities for participation in

SIG activities)

Engaging with the CxO Community (e.g. supporting APM research into this group)

Disseminating Knowledge (e.g. providing access to PfM Knowledge)

Embed organisational good practice and adopt standards

APM’s 2020 Strategy

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Strategic Themes in action: Developing New Knowledge

We developed a plan We brought some

volunteers together

Reviewed outputs from 2014 Conference

Established four teams working on 4 areas of DNK Research

Books Articles

Websites

People Process

Organisation Technology

D i s c o v e r e d

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Strategic Themes in action: Disseminating Knowledge

We developed a plan We looked at

materials from 2010

Designed a schedule of

presentations etc

Discussed options with the

APM

Currently working on: Easily accessed repository (for DNK Research results)

Collaborative space Ratings of interesting sources

Now available: PfM Website/News

/Resources/Presentations

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Strategic Themes in action: Working with the APM

We developed a plan We considered how

we might work better

Contacting other SIGs – e.g. PMO

Future activities include: Joint events

Webinar Collaborative articles

Participated in pan-APM work on BoK, Competency

Framework etc

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Strategic Themes in action: Engaging SIG Membership

We developed a plan

We wanted to get more SIG members

interested & Involved

Introduced concept of Committee Support

Volunteers

Started by getting groups together

for the DNK Research

We have around 20 CSVs – now, we need extra committee members for

2015-16 to help plan, develop and co-ordinate new projects

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Strategic Themes in action: Engaging with CxO Community

We developed a plan

We believe CxO’s need to understand

the value of PfM

But – we know it must be promoted jargon-free

Good ideas were generated at the

2014 PfM/BM Conference

Two aspects are being explored: • Working with the APM and other SIGs (who

have similar interests) • Developing our own approach and working

with/through SIG members

Strategic Themes in action: Three Perspectives

Areas where the SIG’s strategy is seeking to improve awareness,

knowledge and practice

Explain how PfM tackles business issues

Highlight what PfM can do for them

Demonstrate how to get PfM started

Executive

Provide ideas to improve support from above

Create access to examples of PfM in real life

Show PfM synergies with associated processes

Practitioner

Improve PfM profile – PgM & PjM well known

Identify pathway for aspiring portfolio managers

Enhance recognition by other P3M communities

Profession

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Workshop Topics

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A Skills and role definitions B Process and Standards C Stakeholders and Sponsors D Governance and Reporting E Prioritisation and Selection F Benefits G Portfolio Change Management

Conference Materials - Next Steps

1. Speaker presentation slides will be available on the PfM SIG

2. An event summary will also be published to all SIG members

3. Workshop outputs will be produced for publication

4. Your views about today – short questionnaire on its way to you..............

5. Blogs welcome on aspects covered during/after the conference

6. Future activities/events based on feedback received from delegates 16

SIG activities current and coming up.......................

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June – with another top presenter!

We want your views – link included with feedback

questionnaire

PfM Survey

SIG AGM