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Portfolio Management and how it can deliver organisations strategy and value

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This presentation by the APM Portfolio Management Specific Interest Group (SiG) focussed on bringing to life Portfolio management through case study of delivering and managing a transformation portfolio in the Financial Services and shares the theory on Portfolio Management (reference ‘The Guide to Portfolio Management’ written by the PfM SiG). This event was held on 27 April 2023.

The APM Portfolio Management SiG (PfM) aims to support everyone interested in PfM by promoting awareness of latest practices, researching new ideas, developing new approaches, and providing ways to share experiences and debate challenges.

The SiG’s intention is to be a major contributor to the future development of PfM through sharing knowledge and best practice and delivering the theory and case study of portfolio management in practice – collaborating with APM professionals in APM Branches and SiGs.

  • Case Study – Delivering a Transformation Portfolio at YBS
  • Q&A – Open Session
  • Portfolio Management – The Theory (From APM and Best Practice)

Petula Allison, APM Portfolio Management SiG Co-Chair

A project and portfolio professional with over 20 years experience of managing and delivering change in both the public sector on large scale transformational programmes of change c.£2bn, and PfM in the financial services sector, currently at the Yorkshire Building Society.

Petula's current role is delivering the enterprise portfolio at the which is focusing on its Digital Transformation to improve customers and colleagues experience, introducing Agile ways of working and reporting to the Board.

An APM member for over five years and active committee member and latterly Chair and Co-Chair of the PfM SiG. Committed to sharing both the theory and practical experience of PfM across the project profession.

Many of the insights from the PfM SiG can be found on the APM site but include numerous White Papers, a Guide, Webinars and Conference events – on topics such as ‘Decision Making’, ‘Delivering Value’ and ‘Agile’ in the context of PfM.

Petula has very kindly allowed her presented material to be made available for viewing. The slides on Slideshare are now available in our APM resources area and also embedded below for reference.

This event is suitable for professionals with any level of experience.

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

Follow @APMEvents for upcoming event information.


APM Body of Knowledge 7th edition reference

Section Description
Establishing governance and oversight,
Portfolio shaping
Adoption and benefits realisation
Engagement and influence


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