portfolio management sig conference 2015 overview
TRANSCRIPT
The Portfolio Management SIG welcomes you to
“Making Portfolio
Management work for you and your organisation”
Conference April 22nd 2015
Conference Organisers & Facilitators
Portfolio Management SIG Committee
David Dunning
Steve Leary
Daryush Abbasi
Stephen Parrett
Ruth Moyes
Mike Florence
APM
Colin Baker
John MacGregor
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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 Manager, SAB Miller
Adrian Pyne Senior Associate at Provek (PMO Architect at Gatwick Airport)
Karl Reilly Senior Consultant, PricewaterhouseCoopers
Presenters
Agenda
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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
Objectives of today
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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
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
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The SIG’s Aims
The SIG’s Strategic Themes & Aims
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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)
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
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
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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
APM’s 2020 Strategy
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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
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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
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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
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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
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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
Strategic Themes in action: Three Perspectives
Areas where the SIG’s strategy is seeking to improve awareness,
knowledge and practice
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
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Workshop Topics
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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
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
SIG activities current and coming up.......................
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June – with another top presenter!
We want your views – link included with feedback
questionnaire
PfM Survey
SIG AGM