Stephen Parrett and Steve Leary, APM Portfolio Management SIG co-chairs, opened and closed the APM Portfolio Management Conference on 17 May 2018.

1. APM Portfolio Management
Conference 2018
Maximising value from
portfolio management
Thursday 17 May 2018
Sponsored by:

2. Welcome & Introduction
Stephen Parrett, Co-Chair, Portfolio Management SIG
Contents of the day
• 5 Presentations
• 3 Workshops
• Panel Session
• Networking
• Social
• Feedback
Who is here?
Housekeeping
• Devices off - no recording
• Tea, coffee and lunch
• H&S, Facilities, etc

3. The SIG’s Aims
 Promote awareness of portfolio management practices
 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
SIG Strategic Themes
Developing New Knowledge
Disseminating Knowledge
Engaging with the CxO Community
Engaging SIG Membership
Working with the APM
... and so help organisations
achieve their corporate
strategy or strategic intent

4. Two Major SIG Initiatives in 2018
 Launch of Part 2 – today
 “Making sense of change and gaining visibility:
six signals of success”
 Two more to follow……………….
“Managing the Portfolio”
* A series of 4 SIG opinion pieces *
“APM Guide to Portfolio Management”
* A major 2018 PfM SIG publication *
 Sought by SIG members and the PfM community
 Experience based, with real-life examples
 Increases the APM profile in this increasingly important area
 Look out for news of its publication later in 2018
APM Guide to
Portfolio Management
(Mock-up Only)
New & Available
Today!

5. Objectives of today
“Maximising value from Portfolio Management”
• Hear what experienced PfM practitioners have to say
• Ask your questions - for presenters and during the Panel Session
• Discuss and exchange views with colleagues during the workshops
and throughout the day & evening
• Take forward PfM knowledge development and dissemination

6. Conference Agenda
09:15 Welcome (Stephen Parrett - SIG Co-Chair)
09:25 Opening Session (Workshop Introductions & topical PfM Challenges)
09:45 Owen Salvage, ABB - Building and getting value from a global change delivery capability
10:30 Break/Networking…………………………………………………………………………………………………………………………………
11:00 Rachael Troughton and Louisa McLeod, The Open University - Assurance: The partner to maximising
portfolio success and driving strategic value
11:45 Joanna Rowland, HMRC - Prioritising a mega-portfolio - balancing ambitious transformation plans with
business challenges
12:30 Lunch/Networking (start moving to workshops at 13:25)……………………………………………………………………….
13:30 Workshops (return to Conference Hall at by 14:30 )
14:30 Hayley Wood, Interim Portfolio Director - Ensuring portfolio management is fit for the culture and
context of your organisation
15:15
15:20
Opinion Piece – “Managing the Portfolio” (Peter Glynne to introduce 2nd report)
Break/Networking…………………………………………………………………………………………………………………………………..
15:45 Andrew Britton, MS Amlin - Making and making hard decisions in the Portfolio office |
16:30 Panel Session (led by Peter Glynne)
16:50 Closing Comments (Steve Leary – SIG Co-Cha
17:00 End - Social/Networking (upstairs at the Marquis Cornwallis)

7. Introducing the Conference Workshops
Steve
Leary
Paul
Morgan
Adam
Skinner
Please select your workshop using the form on each table. We will
review during Morning Break - see the leads for more information
Workshop A (Paul)
Disruptive projects in the portfolio – leading edge
thinking, approach and practice
Workshop B (Steve)
“Agile” portfolio management – what is it and how can
we make it work?
Workshop C (Adam)
Reference Class Forecasting – optimising the overall
portfolio cost and schedule based on ‘big data’, and how
to apply these ground-breaking techniques

8. Welcome Back
Steve Leary, Co-Chair, Portfolio Management SIG
Afternoon Session
• 14:30 Workshop Summaries
• 15:00 Introducing the 2nd Report in our “Managing the Portfolio” series
• 15:15 Afternoon Break
• 15:45 Andrew Britton
• 16:30 Panel Session
• 16:50 Closing & Social

9. “Managing the Portfolio”
A series of 4 SIG opinion pieces
New & Available Today!
2nd Report
‘Making sense of change and gaining visibility: six signals of success’

10. Next Steps
 Presentation slides available through the APM website
 Conference summary published on SIG website
 Conference article planned for the Autumn issue of Project
 Workshop outputs will be summarised & added to the website
 Continuing development of the SIG’s knowledge resource
 We value your views about today – short questionnaire
 Volunteers sought to support/join the Cttee

11. Thank you to……
 Presenters
 SIG Committee and Friends
 APM
 Holiday Inn
 Hyde Park Solutions – sponsor
 Wellingtone - exhibitor
 And YOU
Conference Close
Sponsored by:

12. And finally…..
• Continue networking - join us for the PfM SIG “Social” at The Marquis Cornwallis
(upstairs bar area)
• Look out for the SIG’s Portfolio Management Guide - due out later in 2018
• Join the 2018/19 SIG committee – nominations close Wednesday 4th July
• Meet interesting people & share experiences
• Shape future SIG plans & activities
• Enjoy lively discussions within a friendly team