Portfolio Management SIG AGM 17 th June 2015 1
Jul 29, 2015
Portfolio Management SIG
AGM
17th June 2015
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2
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: [email protected]
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
Thank you