APM Portfolio Management Specific Interest Group (PfM SIG)

Welcome to the APM Portfolio Management SIG community.

The APM Portfolio Management SIG was established in 2010. It has four aims, which provide the long-term framework within which the SIG operates:

1. Promote awareness of portfolio management practices and so help organisations achieve their corporate strategy or strategic intent.
2. Provide an active forum for interested professionals to share experiences, ideas, tools, techniques and challenges.
3. Encourage cross-professional collaboration.
4. Contribute to the development of best practice in this emerging field.

The PfM SIG seeks out latest thinking and practice, sharing these with the portfolio management community and providing opportunities for practitioners to debate current issues.

Vision

The vision of the APM SIG is to be recognised across public and private sector organisations, by senior business executives and by existing/aspiring PfM and PPM practitioners, as the professional source of expertise and knowledge for PfM practices, guidance and information.

In 2014 the SIG committee developed an integrated SIG strategy with five strategic themes supporting our aims. These provide the structure for joining up current SIG plans, aligning them to SIG Aims and APM Objectives.

The themes are:

• Developing new knowledge (e.g. new insights from SIG Conference presentations and outputs from events).
• Disseminating knowledge (e.g. providing better access to PfM knowledge, through the APM website).
• Closer working with the APM and other SIGs (e.g. PfM SIG Conference workshops supported by other SIGs, PfM SIG represented at APM Presents, and influencing various APM initiatives).
• Engaging with the CxO community (e.g. using PfM research to interest this group via CxO specific material).
• Engaging SIG membership (e.g. increasing opportunities for, and encouraging, participation in SIG activities).

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What is portfolio management?

The APM definition of portfolio management (PfM) in the BoK is:

"Portfolio management is the selection, prioritisation and control of an organisation’s projects and programmes in line with its strategic objectives and capacity to deliver. The goal is to balance change initiatives and business-as-usual while optimising return on investment."

Some of the areas that have been, and continue to be, examined through SIG activities include:

• Aligning the change portfolio to an organisation’s vision and goals
• Prioritising the projects and programmes so that resources are allocated effectively
• Setting up the appropriate governance that can review, select, progress, de-select and optimise delivery
• Achieving senior management commitment to PfM and building sustainable and embedded processes

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Committee

• Stephen Parrett: Co Chair
• Stephen Leary: Co Chair
• Lynne Ratcliffe: Secretary
• Adam Skinner: Committee member
• Mike Florence: Committee member
• Nancy Olson: Committee member
• Paul Morgan: Committee member
• Peter Glynne: Committee member
• Simon Darby: Committee member
• Gina Parkin: Committee member
• Richard Moor: Committee member
• Marina Morillas Lara: Committee member

Portfolio SIG Conference 2017

Balancing your change portfolio

Date: 11 May 2017

Time: 09:00 - 17:00

Venue: Holiday Inn Bloomsbury, London

Identifying and managing risks, resources, investment and delivery to meet the organisation’s strategy.

In this conference, senior practitioners from organisations spanning many business sectors will share their views on areas such as:

• Using risk to balance the portfolio, and the relevance of ‘risk appetite’ in your organisation.
• Balancing the portfolio for value by optimising the use of critical and scarce skills and resources.
• Optimising investment as a driver to balance the portfolio and achieve the organisation’s strategy.
• Balancing the portfolio to maximise the benefits delivered.

This conference is aimed at all senior change professionals, change leaders and those involved in running large programmes or portfolios who wish to understand more about current and emerging ideas on balancing strategic change portfolios. In addition, there will be the opportunity to meet a host of industry practitioners and thought-leaders and exchange experiences with other portfolio managers and network with like-minded people.