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22 June 2017
09:00 - 17:00
Holiday Inn Hotels and Resorts
  • 2017-06-22 09:00:00 2017-06-22 17:00:00 Europe/London Benefits Summit 2017 Please ensure you have booked onto this event via the APM website Holiday Inn Hotels and Resorts
Corporate member ticket: £121.20
Non member ticket: £147.50
Member ticket: £121.20
Corporate employer ticket: £121.20
Benefits Management (SIG)

The APM Benefits Summit 2017 and SIG AGM

Realising Benefits in a Changing World

Full venue details: Holiday Inn London-Kensington, Wrights Lane, London, W8 5SP

Benefits management helps organisations to optimise their investment in change. This applies universally to all organisations; whether they are expanding, contracting or simply trying to keep their head above water; against a rising tide of unrelenting change driven by competition, regulation and customer expectation.

The APM Benefits Summit 2017 offers you an excellent opportunity to listen to, and rub shoulders with subject matter experts, proven practitioners, enthusiasts and the wider global benefits management community. Lots of value, lots of benefits and lots of opportunities!

Speakers, agenda (subject to change) and additional speaker's information

Again, we are putting together a top-quality line-up to deliver a top-quality agenda.

The following  speakers will present and facilitate:


  • Keynote: Tony Meggs, Infrastructure and Projects Authority (IPA), CEO
  • Steve Jenner, Portfolio Solutions; Author, Practitioner, Trainer
  • Joseph Lowe, HM Treasury, Head of Economics Branch
  • David Hawkins, Institute for Collaborative Working (ICW), Operations Director

Case Studies

  • Ian Clark, Department for Work & Pensions (DWP), Programme Manager
  • Will Foulds, Redstone Risk Ltd, Risk Management Expert
  • Penny Chalton, Senior Manager / Thomas Coleman, Consultant, Deloitte


  • Claire Dellar, NHS Digital, Benefits expert, educator, change & P3M professional
  • Andrew Gray, BMT HI-Q Sigma (and APM Systems Thinking SIG), Principal Consultant
  • David Liversidge, BMT HI-Q Sigma, Principal Consultant
  • Steve Leary, APM Portfolio Management SIG
  • Steve Parker, GHD Ltd (and Value Management SIG), Technical Director
  • Carlos Serra, Independent Researcher/Author
  • Merron Simpson, New NHS Alliance and Director at New Realities, CEO 


In this hat trick-year for APM Benefits Management Summit, #apmbmsummit, the APM Benefits Management Specific Interest Group has organised a programme around four related themes:

Achieving transformational change

We will explore the interlocking capabilities of benefits and change management, that equip business leaders and managers with the tools, techniques, knowledge and experience to successfully transform organisations

Developing better business cases

Benefits Management SIG carries a torch for business cases, and investment appraisal, as per APM BoK and Competence Framework. We continue to cultivate relationships and share knowledge between a growing certified practitioner community in both better business cases and managing benefits.

Benefits-led portfolio management

We recognise that benefits management is best developed as an organisational capability at portfolio level. To achieve this, we are working closely with APM Portfolio Management SIG to jointly plan and contribute to our respective conferences and co-author a guide to Portfolio Benefits Frameworks.

Working with Partners

We recognise the importance of creating effective partner relationships; for example, throughout service profit and service value chains. Ultimately, change initiatives make improvements that are intended to benefit different stakeholder groups, such as; citizens, customers and shareholders.

David Hawkins, of the Institute of Collaborative Working [ICW], delivered a popular Benefits of Collaboration webinar in March 2016. At this year’s summit, he will explain how the new International Standard for Collaboration [ISO44001] supports collaborative relationships within business.

Who should attend?

The Summit will provide delegates with many unique and proven insights and perspectives to successfully plan and realise benefits including:

  • Senior Executives and leaders: ensuring that multiple initiatives contribute to strategy
  • Budget-holders and decision-makers: providing real data to make sound investment decisions
  • Senior Responsible Owners: improving benefits identification and engagement with all stakeholders
  • Change managers: Enabling organisations to ensure that their changes are wholly beneficial
  • Programme and project managers: Responding to Agile ways of project initiation and delivery
  • Benefits practitioners, managers and team members: Enabling enterprise working using common benefits frameworks

Benefits of attending

Delegates will get the opportunity to participate in a variety of interactive and thought-provoking workshops and to learn from a range of eclectic case studies delivered by outstanding and respected benefits practitioners and leaders.

The 2017 Summit will also feature, as it did last year, an area for suppliers who cater for the needs of those considering, or utilising benefits management in their organisations, to show you how they can help to develop and mature your overall benefits management capability. Representation will be provided by benefits tool vendors, training providers and consulting services (see list of exhibitors below)

As always, we guarantee delegates great learning, motivation and networking opportunities. #apmbmsummit is great value for money and number one for thought leadership, sharing and learning from experience in the global benefits management arena #eventroi.

The summit will be followed by the Benefits Management SIG AGM and a networking drinks reception

Notice of Benefits Management 2017 Annual General Meeting

The Annual General Meeting (AGM) of the Benefits Management SIG will take place after the Benefits Summit at 17:00 on Thursday 22 June.

If you would like to attend only the AGM on this day please register to reserve your AGM attendance place.


  • Welcome/apologies
  • Minutes from the previous AGM
  • Chair's report
  • Election of committee (The officer posts of Chair and Secretary will be elected at the first committee meeting following the AGM       

Any member wishing to add an item to the above agenda, or wishing to nominate themselves for the committee should submit the details in writing by no later than 2359hrs on 14th June 2017.       

Please note the eligibility requirements below for membership of the SIG committee.

If you are in doubt or have any questions, please email benefitssig@apm.org.uk     





Associate, Full or Fellow member with at least one years APM membership and membership of the SIG committee


Associate, Full or Fellow member with at least one years APM membership and membership of the SIG committee


Student, Associate, Full or Fellow member only


Sponsored by:

Hyde Park Solutions Ltd (HPS) is a specialist Portfolio, Programme and Project Management consultancy established in 2007.
HPS Consultants work with their clients to develop and implement PfM OPPM solutions for even the most complex of PfM challenges.
HPS understands the value and importance of the end to end life cycle of investments and projects this allows HPS to enable blue chip organisations to make better informed strategic decisions when selecting their project investment, and tactical decisions in managing their programme and project challenges.
HPS is Oracle’s Primavera Gold Partner of choice for Oracle Primavera Portfolio Management (OPPM) installations.
HPS is also an Oracle Primavera Gold Partner with recognised expertise in Primavera P6, Unifier, Risk Analysis and Analytics and most importantly their integration between each other and other vendor’s software applications to provide a total solution for PfM challenges.

Visit our stand to find out how we can help you.

Link: www.hydeparksolutions.com


Wellingtone is a leading professional services company, providing a broad range of services and solutions with a focus on Project & Portfolio Management. We have helped organisations from both the private and public sectors to maximise PPM success by helping them to define practical project methodology, training professionals in best practice project management and by implementing enterprise level PPM solutions (Microsoft PPM). Wellingtone additionally offer PPM and PMO managed services, maturity assessments and specialist project focused recruitment services.

Wellingtone is an Accredited Microsoft Gold PPM partner, an Accredited APM Training Provider and Corporate Member of the Recruitment & Employment Confederation.

Link: www.wellingtone.co.uk 


Amplify Benefits-led Portfolio Management Tool

Amplify is an enterprise system to plan and implement strategy, and realise business value from project investments. Amplify encourages stakeholder engagement in identifying and planning benefits, resulting in accurate and validated business cases. Amplify provides workflow tools to track and report on the actual and forecast value of benefits delivered.

Link: http://www.amplify-now.com


Wovex: The Benefit Realization Company

Wovex Realisor is the world’s leading benefit realization platform. Realisor features six proprietary benefit modules that give our customers the ability to thrive in complexity. Mapping, Profiles, Scenarios, Tracking, Insights and Business Case Manager. Get started simply and easily. Find out why Realisor is the software everyone is talking about.

Link: https://www.wovex.com/


APMG-International is an award-winning Examination Institute. It accredits professional training and consulting organizations and manages certification schemes for knowledge-based workers, and has a global reach, with regional offices located around the world.

APMG aims to provide consistent quality and support to our training and consulting organizations, whether they are operating globally or as a specialist local provider. APMG-International's rigorous assessment process is recognized throughout the world.

Link: http://www.apmg-international.com


Deloitte helps government to drive large-scale, complex transformation programmes, designed to future proof public services. Working closely with public sector leaders, we support innovative delivery models, digital transformation and, leadership and talent development.

Link: https://www2.deloitte.com/uk/en/industries/public-sector.html?icid=top_public-sector




Full venue details: Holiday Inn London-Kensington, Wrights Lane, London, W8 5SP

For full details of last year's conference please see here.

Previous presentations and webinars can be viewed on the APM Slideshare and YouTube channels 


APM Body of Knowledge references
Section Description


Programme management
Portfolio management
Business case
Benefits management


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