Shaping your portfolio to realise Organisational Strategy (design and prioritisation through to implementation and success) APM Portfolio Management SIG conference Introduction Thursday 12th May 2016

1. Conference – 12th May 2016
Portfoliosig@apm.org.uk
The Portfolio Management
SIG welcomes you to
“Shaping your Portfolio to realise
Organisation Strategy; design and
prioritisation through to
implementation and success”

2. Objectives of today
2
Find out how experienced practitioners deliver results using PfM:
• The strategic/portfolio design aspects of portfolio management
• Converting strategic goals into a portfolio of change
• Prioritisation of the portfolio while retaining strategic alignment
• Delivering strategic change through portfolio implementation and governance
Discuss and exchange views during the Workshops and networking breaks
Raise additional conference questions during the Panel Session and on the
ideas boards
Collated inputs/outputs will support ongoing PfM knowledge development
Shaping your Portfolio to realise Organisation Strategy
(design and prioritisation through to implementation and success)
PfM SIG Conference – 12th May 2016

3. 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
3
The SIG’s Aims
... and so help
organisations achieve
their corporate strategy
or strategic intent
SIG Strategic Theme
Developing New Knowledge
Disseminating Knowledge
Engaging with the CxO Community
SIG Membership Engagement
Working With APM
PfM SIG Conference – 12th May 2016

4. Developing New
Knowledge – DNK
(creating/finding useful
material - “what works”)
Working with the APM
(collaboration with other SIGs and
several pan-APM initiatives)
Engaging SIG Membership
(opportunities to participate in
activities – e.g. CSVs)
Engaging with the CxO Community
(supporting APM research and other
initiatives to reach this group)
Disseminating Knowledge
(providing access to PfM
Knowledge resources)
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
PfM SIG Strategy – Our Themes
PfM SIG Conference – 12th May 2016

5. 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
PfM SIG Themes and the
Developing New Knowledge Working With APM Engaging SIG Membership
Engaging with the CxO Community Disseminating Knowledge
Embed organisational
good practice and
adopt standards
APM’s 2020 Strategy
PfM SIG Conference – 12th May 2016

6. Agenda
6
09:00 Registration and refreshments
09:30 • Stephen Parrett (SIG Chair) – Welcome & Introduction
09:35 • Stuart Westgate, HS2
10:20 • Dan Jones, Nationwide Building Society
11:05 Break/Networking
11:25 • Nicky Bloomer & Ricky Harvey, Office for National Statistics
12:10 • Terri Harrington, Infrastructure & Projects Authority
12:55 • Workshop Introduction
13:10 Lunch/Networking (start moving to workshops at 13:50)
13:55 • Workshops (return to Conference Hall at 14:40 )
14:45 • Mike Ward, RSM and Sellafield
15:30 Break/Networking
15:50 • Tim Ellis & Tanya Durlen, TfL
16:35 • Panel Session
16:55 • Closing Comments
17:00 End - Social/Networking upstairs at the Marquis Cornwallis
PfM SIG Conference – 12th May 2016

7. Nicky Bloomer, Head of
Portfolio Management
Division, Office for National
Statistics
Tanya Durlen, Head of Portfolio
and Benefits Realisation, Surface
Transport Strategy; Transport for
London
Tim Ellis, Knowledge
Specialist, PMO Functions
& Capability Development,
Transport for London
Terri Harrington, Head
of Portfolio Insight,
Infrastructure &
Projects Authority
Dan Jones, Head of
Enterprise Portfolio
Management Office,
Nationwide Building Society
Mike Ward, Consulting Director at
RSM and acts as the Design
Authority for the Capability
Improvement Programme at
Sellafield
Stuart Westgate, Programme Development
Director, High Speed Two (HS2) Limited
Conference Presenters
PfM SIG Conference – 12th May 2016

8. Conference Workshops
Portfolio Management Office
To characterise the people, process, tools and organisation structure required
to support a fully operational portfolio management office.
Change Management
How one measures the organisations readiness for change and ability to cope
with change at an organisational level - and then how one would factor that
into deliberations over the correct portfolio build.
Benefits Management
What are the key developments in benefits realisation across portfolio
management in recent years and what does the emerging roadmap looks like.
PfM SIG Conference – 12th May 2016

9. Next Steps
1. Presentation slides available on the APM website
2. An event summary published to all SIG members
3. An article is planned in the Autumn issue of “Project”
4. Workshop outputs will be produced for publication
5. Your views about today – short questionnaire on its way
9
PfM SIG Conference – 12th May 2016

10. PfM SIG Committee – 2015-16
John T
Macgregor
Stephen
Parrett
(Chair)
Lynne
Ratcliffe
Paul
Morgan
Adam
Skinner
Nancy
Olson
David
Dunning
Mike
Florence
Daryush
Abbasi
Peter
Glynne
Glenn Jones Steve Leary
Helping us today:
from other SIGs
& the APM
Parag Gogate Anna Grabham Sergio Gallego-SchmidSimon Williams
PfM SIG Conference – 12th May 2016

11. 11
July – with another
top presenter!
PfM SIG Conference – 12th May 2016

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