Portfolio Management SIG

AGM

10 June 2014

1

2

6.00pm AGM

• Welcome & Apologies• Chairman’s Report 2013/14• Election of Committee• SIG Strategy & Plans

6.40pm Presentation by John Bennett

7.30 pm Closing Comments & Next Steps

7.45 pm Finish

AGM 2014 - Agenda

Key events

Communicating risk across the project portfolio (July)PfM: How do I even get this on the executive agenda? - Alan Dinsdale (Oct)

Creating and sustaining an environment for success (March)[8 top-class presentations plus 2 inter-active workshops]

3

Report for 2013/14

• Project Success Research• Competence Framework

Committee Support for APM Initiatives

News/Blogs

Help! 50% of my projects are the wrong ones, but which 50? (July)Portfolio mgt - how do I even get that near a meaningful agenda? (Aug )Portfolio mgt - helping plot a strategic pathway in a complex world (Feb )

SIG Newsletter and article in Network (June)

SIG membership now over 800 Strategy updated & aligned with APM 2020 Vision

• “PfM in action” – more examples please from SIG members

• Blogs – your views, ideas and topics you find challenging?

• CxO initiative – APM results soon, to support cross-SIG plans

4

Looking Ahead

• July 2014 – New Committee host open workshop to develop PfM strategy building on the outputs from March 2014 Conference for wider distribution

• Sept 2014 – joint venture (Change Management SIG)

• Oct 2014 – PfM SIG presenting at APM Knowledge Forum

Which PfM topics do you want addressed?

What kind of activities/events do you want?

How can we help you be more engaged?

Specialist topics – how do you want to be involved?

Are we doing the right things?

What else should we be doing / leading on?

5

What do you think??

Let us have your views – look out for a short survey soon

We share a passion……..

"To develop and promote the professional discipline of Portfolio Management“

6

Committee – 2014/15

David Dunning

Ruth MoyesSteve Leary John T Macgregor

Mike Florence

Stephen Parrett

Daryush Abbasi

Making available aresource of good

practice information

Create the knowledgeand resources needed

for project success

Share research and good practice

Recognise the benefitsof professional project

management at Board Level

Engage organisations Create a profession

learning andcollaborating together

Develop innovativeresearch

Towards a world in which

all projects succeed

Supporting APM 2020 Strategy

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)

Embed organisationalgood practice andadopt standards

Strategic themes

CurrentSIG

FutureSIG

Develop new knowledge

Disseminate knowledge

Closer working with other SIGs

Engaging CxO community

SIG members more involved

88

How you can help

Develop new knowledge

Disseminate knowledge

Closer working with other SIGs

Engaging CxO community

SIG members more involved

CurrentSIG

FutureSIG

PfM research and analysis Academic papers Case studies Best practice

Collate findings

Contribute new knowledge

PfM research and analysis Portfolio Mgt SIG collateral

Collate findings

Contribute new knowledge

9

10

The SIG needs your help

Volunteers?

Thank you

11

Presentation by John Bennett

The challenges of managing a dynamic drug development portfolio

12

Closing Comments – Three Perspectives3 perspectives of PfM and the challenges being addressed

by our strategyExplain how PfM tackles business issues

Highlight what PfM can do for themDemonstrate how to get PfM started

Executive

Provide ideas to improve support from aboveCreate access to examples of PfM in real life

Show PfM synergies with associated processes

Practitioner

Improve PfM profile – PgM & PjM well knownIdentify pathway for aspiring portfolio managersEnhance recognition by other P3M communities

Profession

13

Next Steps

Blogs – keep your views coming..............................

Post-AGM comms

• SIG survey of members

• Call for volunteers to help with future plans

8th July 2014

Opportunity for members to join new Committee and develop plans for PfM guide and take strategy & research forward

Autumn

Publication of initial outputs from July

To find out more about upcoming events please visit our website

www.apm.org.uk/events

This presentation was delivered at an APM event