The document summarizes an upcoming portfolio management conference organized by the Portfolio Management Special Interest Group (SIG). The one-day conference on April 22nd 2015 will feature presentations from industry practitioners on making portfolio management work. It will include workshops on topics like skills, processes, stakeholders, and prioritization. The objectives are to learn from experienced professionals, discuss challenges, and contribute to the development of portfolio management best practices. The SIG aims to promote awareness of portfolio practices, provide a forum for knowledge sharing, and encourage collaboration across industries.

1. The Portfolio Management SIG
welcomes you to
“Making Portfolio
Management work for you
and your organisation”
Conference April 22nd 2015
Portfoliosig@apm.org.uk

2. Conference Organisers & Facilitators
Portfolio Management SIG Committee
David
Dunning
Steve
Leary
Daryush
Abbasi
Stephen
Parrett
Ruth
Moyes
Mike
Florence
APM
Colin
Baker
John
MacGregor

3. 3
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 Manage
SAB Miller
Adrian Pyne
Senior Associate at Provek
(PMO Architect at Gatwick Airport)
Karl Reilly
Senior Consultant,
PricewaterhouseCoopers
Presenters

4. Agenda
4
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

5. Objectives of today
5
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

6. 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
6
The SIG’s Aims

7. The SIG’s Strategic Themes & Aims
7
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

8. 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
8
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

9. 9
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

10. 10
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

11. 11
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

12. 12
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

13. 13
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

14. Strategic Themes in action: Three Perspectives
Areas where the SIG’s strategy is
seeking to improve awareness,
knowledge and practiceExplain 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
14

15. Workshop Topics
15
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

16. 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

17. SIG activities current and coming up.......................
17
June – with another top
presenter!
We want your views – link
included with feedback
questionnaire
PfM Survey
SIG AGM