A full presentation given to Portfolio delegates giving an updated insight into the previous year's sucess

1. Portfolio Management SIG
AGM
10 June 2014
1

2. 2
6.00pm AGM
• Welcome & Apologies
• Chairman’s Report 2013/14
• Election of Committee
• SIG Strategy & Plans
6.40pm Presentation by John Bennett
7.30 pm Closing Comments & Next Steps
7.45 pm Finish
AGM 2014 - Agenda

3. Key events
Communicating risk across the project portfolio (July)
PfM: How do I even get this on the executive agenda? - Alan Dinsdale (Oct)
Creating and sustaining an environment for success (March)
[8 top-class presentations plus 2 inter-active workshops]
3
Report for 2013/14
• Project Success Research• Competence Framework
Committee Support for APM Initiatives
News/Blogs
Help! 50% of my projects are the wrong ones, but which 50? (July)
Portfolio mgt - how do I even get that near a meaningful agenda? (Aug )
Portfolio mgt - helping plot a strategic pathway in a complex world (Feb )
SIG Newsletter and article in Network (June)
SIG membership now over 800
Strategy updated & aligned with APM 2020 Vision

4. • “PfM in action” – more examples please from SIG members
• Blogs – your views, ideas and topics you find challenging?
• CxO initiative – APM results soon, to support cross-SIG plans
4
Looking Ahead
• July 2014 – New Committee host open workshop to develop PfM
strategy building on the outputs from March 2014 Conference for
wider distribution
• Sept 2014 – joint venture (Change Management SIG)
• Oct 2014 – PfM SIG presenting at APM Knowledge Forum

5. Which PfM topics do you want addressed?
What kind of activities/events do you want?
How can we help you be more engaged?
Specialist topics
– how do you want to be involved?
Are we doing the right things?
What else should we be doing / leading on?
5
What do you think?
Let us have your views – look out for a short survey soon

6. We share a passion……..
"To develop and promote the professional discipline of Portfolio Management“
6
Committee – 2014/15
David Dunning
Ruth MoyesSteve Leary John T Macgregor
Mike Florence
Stephen Parrett
Daryush Abbasi

7. 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
Supporting APM 2020 Strategy
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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

8. Strategic themes
Current
SIG
Future
SIG
Develop new knowledge
Disseminate knowledge
Closer working with other SIGs
Engaging CxO community
SIG members more involved
88

9. How you can help
Develop new knowledge
Disseminate knowledge
Closer working with other SIGs
Engaging CxO community
SIG members more involved
Current
SIG
Future
SIG
PfM research and analysis
Academic papers
Case studies
Best practice
Collate findings
Contribute new knowledge
PfM research and analysis
Portfolio Mgt SIG collateral
Collate findings
Contribute new knowledge
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10. 10

11. 11
Presentation by John Bennett
The challenges of managing a dynamic
drug development portfolio

12. Closing Comments – Three Perspectives
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3 perspectives of PfM and the
challenges being addressed
by our strategy
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

13. 13
Next Steps
Blogs – keep your views coming..............................
Post-AGM comms
• SIG survey of members
• Call for volunteers to help with future plans
8th July 2014
Opportunity for members to join new Committee and
develop plans for PfM guide and take strategy &
research forward
Autumn
Publication of initial outputs from July

14. To find out more about upcoming
events please visit our website
www.apm.org.uk/events
This presentation was
delivered at an APM event