Portfolio management - from theory to adding value
|Tuesday 2nd October 2012|
|12.00pm Registration and lunch |
Trafalgar Events, 8-9 Northumberland Street, London, WC2N 5DA
|Portfolio SIG and guest speakers|
|up to 5 hours (find out more about CPD)|
This event is now fully booked. If you would like to be placed on a waiting list please click here
The APM Portfolio Management SIG will be holding a half day event focussed on how best to achieve value from successful portfolio management application and delivery. The event will benefit portfolio management professionals, change leaders and those wishing to understand more about the portfolio management discipline.
The SIG will share good practice and principles of portfolio management, with speakers outlining practical application through case studies and the learning & insights from their organisations and sectors. There will be active audience participation in order to compare and contrast our collective experiences through Q&A and panel discussions throughout the afternoon.
12.50 - 13.00 Introduction and welcome - Stephen Parrett (Chairman of APM Portfolio Management SIG)
13.00 - 13.30 Portfolio Management – Influencing the Weather? Stephen Jenner
The case for portfolio management is compelling – in theory. But on planet earth, many organisations struggle to make the theory a reality. Addressing this calls for an understanding of the personal, organisational, and psychological barriers to effective operation.
13.30 - 14.10 The Benefits of Portfolio Management - Paul Hirst (HM Revenue & Customs) and Achilleas Mavrellis (DEFRA)
Case studies from portfolio management in action. Paul and Achilleas will look at case studies from central government including management of change and BAU portfolios. They will touch on how hard it is is sometimes for government to manage benefits, both for practical and fundamental reasons, but how, at least, the benefits of portfolio management make themselves evident in increased efficiency and improved value for money.
14.10 - 14.50 The Case for Portfolio Management - David Dunning (Corporate Project Solutions Ltd), Rebecca West and Peter Lisley (City of London Corporation)
There’s no doubt that there are compelling arguments for portfolio management but translating the theory into practice and demonstrating the value to senior management is where it gets tough. During this session David Dunning will talk about the arguments for portfolio management, the barriers to implementation and how to sell it in an organisation. To prove it is possible to convince an organisation to change its ways and adopt portfolio management, Peter Lisley and Rebecca West will speak about their experiences at the City of London Corporation where the arrangements they have introduced are starting to produce some powerful results.
14.50 - 15.10 Panel discussion - the audience experiences
15.10 - 15.25 Tea and conversation
15.25 - 16.05 Building Portfolios to maximise value – A tough balancing act – Stuart Dixon (PMO SIG) & Stephen Parrett (Portfolio SIG and Right Change Consulting)
Stuart and Stephen will outline some of the factors that influence the creation of a project portfolio, drawing on their experiences in the financial services sector. This session will include examples of key building blocks and competing criteria that influence project/programme prioritisation, and the balance that has to be struck in the real world in order to construct a “do-able” portfolio.
16.05 - 16.45 Governance of Portfolios and Portfolio Management – Martin Samphire (3pmxl Ltd and Governance SIG Chairman)
Portfolio management is growing in importance as organisations look to gain greater value from their overall investment in change and projects, and ensure that the organisational portfolio of change does deliver the organisation’s strategic objectives. But how does an organisation ensure that the culture, ways of working and capabilities are in place to support such objectives? Governance of project management is the key – and the role of the board / leadership team is crucial. He will explain the work of the APM Governance SIG, particularly as it relates to portfolio management, and draw on examples to explain why the board role and good governance is crucial to portfolio success.
16.45 - 17.05 Panel discussion - Organisation of portfolios
17.05 - 17.30 Summary and close
Full speaker details can be downloaded here
Body of Knowledge reference