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An introduction to portfolio management – the theory and in practice webinar version 2

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Due to the success of the first broadcast this webinar content was run again as a second version on Tuesday 1 December, and introduced the principles of portfolio management and also provides some examples from recent case studies experienced in delivering a transformation portfolio.

It covered the key principles and approaches with the associated benefits of adopting portfolio management approach to help achieve an organisations objectives and strategic outcomes.

The approach outlined is in line with the APM Body of Knowledge 7th edition and the recently published Portfolio Management – A practical guide that was written by APM Portfolio Management Specific Interest Group.

Case study examples from members of the Specific Interest Group help bring to life some of the challenges encountered in both the introduction and ongoing management of portfolios.

Webinar resources

Petula has very kindly allowed the presented material to be made available for viewing.
The webinar recording on YouTube is now available in our APM resources area and also embedded below for reference.

The audience engaged during the webinar using Mentimeter presentation software and their live responses are available to view.  

This content is suitable for professionals with a beginner to intermediate level of experience.



Petula Allison is an Enterprise Portfolio Manager, Programme and Change Planning specialist. She has experience in both the public and private sector and is currently working in Financial Services at the Yorkshire Building Society (YBS) as their Change and Portfolio Planning Manager.

She is a member and appointed Co Chair for the APM’s Portfolio Management SIG, which aims to provide a collaborative open forum for practitioners, and anyone with an interest in portfolio management, to get together, share ideas, offer support and advice to the PMO community, and to create valuable practice-oriented knowledge, which helps drive forward the portfolio and project management profession for APM.

Merv Wyeth is the customer success manager for the Amplify™ strategy execution platform in the UK. Amplify™ equips organisations to deliver successful strategic programmes and benefits-led portfolio management.

Previously, during a 25-year police service career, Merv performed a mix of operational and support roles, including PPM and business change, where he developed his passion for benefits management. He is a subject matter expert in Better Business Cases and Managing Benefits and an OpenStrategies practitioner.

Merv is the APM Benefits and Value SIG Secretary, a APM Portfolio Management SIG committee member, and an APM fellow.

He is a great believer in the value of exceptional online meeting design and delivery and virtual presentations - including reinventing webinars. He is the lead for PMI UK Digital Events Team.


The first presentation of this content occurred on Tuesday 19 May 2020, with its own material presented by the SIG co chairs Adam Skinner and Petula Allison.


 #apmportfolio  #apmwebinar





APM Body of Knowledge 7th edition reference

Section Description


Portfolio shaping



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