Portfolio Management SIG
AGM
10 June 2014
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6.00pm AGM
• Welcome & Apologies• Chairman’s Report 2013/14• Election of Committee• SIG Strategy & Plans
6.40pm Presentation by John Bennett
7.30 pm Closing Comments & Next Steps
7.45 pm Finish
AGM 2014 - Agenda
Key events
Communicating risk across the project portfolio (July)PfM: How do I even get this on the executive agenda? - Alan Dinsdale (Oct)
Creating and sustaining an environment for success (March)[8 top-class presentations plus 2 inter-active workshops]
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Report for 2013/14
• Project Success Research• Competence Framework
Committee Support for APM Initiatives
News/Blogs
Help! 50% of my projects are the wrong ones, but which 50? (July)Portfolio mgt - how do I even get that near a meaningful agenda? (Aug )Portfolio mgt - helping plot a strategic pathway in a complex world (Feb )
SIG Newsletter and article in Network (June)
SIG membership now over 800 Strategy updated & aligned with APM 2020 Vision
• “PfM in action” – more examples please from SIG members
• Blogs – your views, ideas and topics you find challenging?
• CxO initiative – APM results soon, to support cross-SIG plans
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Looking Ahead
• July 2014 – New Committee host open workshop to develop PfM strategy building on the outputs from March 2014 Conference for wider distribution
• Sept 2014 – joint venture (Change Management SIG)
• Oct 2014 – PfM SIG presenting at APM Knowledge Forum
Which PfM topics do you want addressed?
What kind of activities/events do you want?
How can we help you be more engaged?
Specialist topics – how do you want to be involved?
Are we doing the right things?
What else should we be doing / leading on?
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What do you think??
Let us have your views – look out for a short survey soon
We share a passion……..
"To develop and promote the professional discipline of Portfolio Management“
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Committee – 2014/15
David Dunning
Ruth MoyesSteve Leary John T Macgregor
Mike Florence
Stephen Parrett
Daryush Abbasi
Making available aresource of good
practice information
Create the knowledgeand resources needed
for project success
Share research and good practice
Recognise the benefitsof professional project
management at Board Level
Engage organisations Create a profession
learning andcollaborating together
Develop innovativeresearch
Towards a world in which
all projects succeed
Supporting APM 2020 Strategy
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Developing New Knowledge (e.g. creating source material
based on “what works”)
Working With APM (e.g. collaboration with other
SIGs and pan-APM initiatives)
Engaging SIG Membership (e.g. opportunities for
participation in SIG activities)
Engaging with the CxO Community (e.g. supporting APM research into this group)
Disseminating Knowledge (e.g. providing access to PfM Knowledge)
Embed organisationalgood practice andadopt standards
Strategic themes
CurrentSIG
FutureSIG
Develop new knowledge
Disseminate knowledge
Closer working with other SIGs
Engaging CxO community
SIG members more involved
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How you can help
Develop new knowledge
Disseminate knowledge
Closer working with other SIGs
Engaging CxO community
SIG members more involved
CurrentSIG
FutureSIG
PfM research and analysis Academic papers Case studies Best practice
Collate findings
Contribute new knowledge
PfM research and analysis Portfolio Mgt SIG collateral
Collate findings
Contribute new knowledge
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The SIG needs your help
Volunteers?
Thank you
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Presentation by John Bennett
The challenges of managing a dynamic drug development portfolio
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Closing Comments – Three Perspectives3 perspectives of PfM and the challenges being addressed
by our strategyExplain how PfM tackles business issues
Highlight what PfM can do for themDemonstrate how to get PfM started
Executive
Provide ideas to improve support from aboveCreate access to examples of PfM in real life
Show PfM synergies with associated processes
Practitioner
Improve PfM profile – PgM & PjM well knownIdentify pathway for aspiring portfolio managersEnhance recognition by other P3M communities
Profession
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Next Steps
Blogs – keep your views coming..............................
Post-AGM comms
• SIG survey of members
• Call for volunteers to help with future plans
8th July 2014
Opportunity for members to join new Committee and develop plans for PfM guide and take strategy & research forward
Autumn
Publication of initial outputs from July
To find out more about upcoming events please visit our website
www.apm.org.uk/events
This presentation was delivered at an APM event