Portfolio Management SIG

AGM

17th June 2015

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6.00pm Registration, refreshments & networking

6.30pm AGM

• SIG Strategy & Plans

• Chairman’s Report - 2014/15, and look into 2015/16

• Election of 2015/16 Committee

7.00pm Presentation by Robert Buttrick

8.00pm Close

AGM 2015 - Agenda

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• 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 & challenges

• Encourage cross-professional collaboration

• Contribute to the development of best practice in this

emerging field

SIG Strategy & Plans - Aims

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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

SIG Strategy & Plans – Our Themes

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SIG Strategy & Plans - Example (DNK)

PlanWe 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

SIG Strategy & Plans - Three Perspectives

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Summarising how the SIG

Strategy focuses on key

stakeholder groupsExplain how PfM tackles business issues

Highlight what PfM can do for them

Demonstrate how to get PfM started

Executives

Provide ideas to improve support from above

Create access to examples of PfM in real life

Show PfM synergies with associated processes

Practitioners

Improve PfM profile – PgM & PjM well known

Identify pathway for aspiring portfolio managers

Enhance recognition by other P3M communities

The Profession

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Chairman’s Report

Minutes of 2014 AGM

Summary of published record on SIG website

SIG Membership >800

2 evening events held plus successful joint PfM/BM Conference

3 blogs, Network article and Newsletter published

Committee supported APM on: Competence Framework & Project Success research

Outline of future plans – including expansion of Committee Support Volunteers

2014/15 Committee approved: Daryush Abbasi, David Dunning, Mike Florence, Steve

Leary, John Macgregor, Ruth Moyes & Stephen Parrett

Presentation by John Bennett on managing a drug development portfolio

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Chairman’s Report - 2014/15

Working with the APM

• Competence Framework (2014-15)

• APM Presents (Sep 2014)

Developing New Knowledge

• John Bennett - Drug Development Portfolio (June 2014)

• Euan Dean - Keeping PfM Fresh (Nov 2014)

• PfM Conference (April)

Engaging SIG Membership

• SIG Membership survey (July 2014)

• SIG Newsletter (Jan 2015)

• 40 Presentations Listed (Feb 2015)

• Committee Support Volunteers

Disseminating Knowledge

• 2014 conference f/on - DNK Research (July 2014 )

• PfM in Practice Survey (March 2015 )

SIG Membership c. 900 Net spend £4.3k (30% under budget)

Engaging with the CxO Community

• APM’s “Project Success” work (2013-15)

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Chairman’s Report - 2015 PfM Conference

Julie Black,

Associate Director, Project

Management Group,

Ofgem

Establishing a portfolio

management capability

Andrew Brown,

Head of Project Management,

MBDA

The case for portfolio

management, processes,

organisational culture change

and stakeholder impact

Julia Hodkin,

Head of Change Portfolio

Management Office

Yorkshire Building Society Group

Linking portfolio delivery to

strategic objectives

Tim Hopkins,

Portfolio Office Lead

Change & Programme Mgt Unit

Westminster City Council's

Operating portfolio management

in local government

Paul Morgan,

Regional Demand & Portfolio Mgr,

SAB Miller

Local to regional portfolio

management

Adrian Pyne,

Senior Associate at Provek,

PMO Architect at Gatwick Airport

Organisational project

management flies into Gatwick

Karl Reilly,

Senior Consultant

PricewaterhouseCoopers

Portfolio management insights

from PwC's 4th Global PPM

survey

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Chairman’s Report - 2015/16 Business Plan

Disseminating Knowledge

• Conference f/on - DNK Research (to be completed)

• PfM in Practice Survey (March 2015 - continuing)

• Conference 2015 – presentation/workshop analysis

• ‘Project’ publications

Developing New Knowledge

• 2015 Conference (April)

• AGM & Rob Buttrick (June)

• Events and webinar

• 2016 Conference (tbc)

Working with the APM

• Joint event(s) with another SIG (eg Webinar with PMO)

• PfM Resources – improved website and access etc

• APM Presents (October)

Engaging SIG Membership

• Portfolio Mgt survey

• Evening events

• Improve interchange with members

• Enhance CSV capabilities

• More Blogs

• …..

Engaging with the CxO Community

• Identify opportunities to progress

• …..

• What PfM topics to be addressed?

• What kind of activities/events?

• How can we help you to be more engaged?

• How do you want to be involved?

• What else should we be doing / leading on?

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What do you want the Cttee to focus on?

Let us have your views: portfolioSIG@apm.org.uk

Chairman’s Report - 2015/16 Business Plan

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Election of Committee – 2015/16

David

Dunning

Steve

Leary

John T

Macgregor

Mike

Florence

Stephen

Parrett

Daryush

Abbasi

Adam

Skinner

Peter

Glynne

Paul

MorganNancy

Olson

Lynne

Ratcliffe

Glenn

Jones

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Presentation - Robert Buttrick

Success, maturity, matrices and portfolios;

break out from your organisational chains

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Closing Reminders

• PfM Survey – please take part and publicise

• Blogs etc – keep your views coming on topical news

items

• Next PfM Conference in 2016

• Your ideas on SIG plans are always welcome

portfolioSIG@apm.org.uk

Thank you