The document provides an agenda and details for a conference on portfolio management hosted by the Portfolio Management Special Interest Group (SIG). The conference aims to help attendees balance their change portfolios through presentations and workshops on topics like benefits management, portfolio tools, and managing portfolio time challenges. It includes an introduction to the SIG's goals of knowledge sharing and developing best practices in portfolio management. Attendees will participate in activities to discuss key portfolio challenges and provide feedback to inform the SIG's future work.

1. Conference – 11th May 2017
The Portfolio
Management SIG
welcomes you to:
“Balancing your
Change Portfolio”
Sponsored by:

2. Housekeeping
• Devices off - no recording
• Tea, coffee and lunch
• H&S
• Facilities
Welcome & Introduction
2
Contents of the day
• Introduction
• Presentations
• Workshops
• Panel Session
• Networking
• Ideas/Questions
• Feedback
• Ideas boards
Stephen Parrett, Chair, PfM SIG
Who is here?

3. Promote awareness of portfolio management practices
Provide an active forum for interested professionals to share
experiences, ideas, tools, techniques and challenges
Encourage cross-professional collaboration
Contribute to the development of best practice
SIG Strategic Themes
Developing New Knowledge
Disseminating Knowledge
Engaging with the CxO Community
Engaging SIG Membership
Working with the APM3
The SIG’s Aims
... and so help organisations
achieve their corporate
strategy or strategic intent

4. Two Major SIG Initiatives in 2017
 Launching today!!
 No. 1 - “Recognising the need to change - six telling signs”
 Three more to follow…….
“Managing the Portfolio”
* A new series of 4 SIG Opinion Pieces *
“Introductory Guide to PfM”
* The first PfM SIG publication *
 Based on practical experiences and will include real-life scenarios
 Sought by SIG members and the PfM community
 Increases the profile of the APM in this increasingly important area

5. Conference Objectives
5
“Balancing your change portfolio”
Discover how experienced practitioners make PfM work
Discuss and exchange views with colleagues during the
workshops and other interactive activities
Provide networking opportunities through the day
Take forward PfM knowledge development and publication

6. Conference Agenda
6
09:00 Registration and refreshments
09:30 • Stephen Parrett (SIG Chair) – Welcome & Introductions
09:45 • Portfolio Challenges
10:00 • Sandie Grimshaw, PwC
10:45 Break/Networking
11:10 • Richard Moor, Royal Mail
11:55 • Peter Glynne, PfM SIG Committee
12:40 Lunch/Networking (start moving to workshops at 13:30)
13:40 • Workshops (return to Conference Hall at 14:40 )
14:45 • Tracy Wadsworth, Lloyds Banking Group
15:30 Break/Networking
15:55 • Max van Vessem, GSK
16:40 • Panel Session
16:55 • Closing Comments
17:00 End - Social/Networking
(upstairs at the Marquis Cornwallis)

7. 7
Introducing the Conference Workshops
Portfolio Time (Nobel Suite – 1st floor)
In search of lost time – how can portfolio managers balance all
the “time-bound” challenges across projects, programmes and
the portfolio?.
Steve
Leary
Paul
Morgan
Adam
Skinner
Benefits Management (Main Hall – ground floor)
Optimising the benefits from the portfolio
Portfolio Toolset (Jasmine Suite – 1st floor)
Defining effective PfM toolset functionality for
your organisation

8. 8
Portfolio Management Challenges
Until 10.00
• Brief introductions to each other on your tables
• Discuss and identify the top 3 Portfolio Management
Challenges/Issues/Concerns you are facing, or will face
• Appoint a ‘table monitor’ to write them down
• Rank challenges in order of priority or importance (H,M,L)
• Mark table numbers on results – SIG Cttee collect at break
• Analysis over lunch to inform workshop discussions

9. Next Steps
9
1. Presentation slides available through the APM website
2. Conference summary published
3. Conference article planned in the Autumn issue of “Project”
4. Workshop & activity outputs summarised for the website
5. Continuing development of the SIG’s PfM Guide
6. Your views about today, please – short questionnaire
7. Volunteers sought to support/join the Cttee

10. Conference Close
10
Presenters
SIG Committee and Friends
APM
Holiday Inn
Hyde Park Solutions
And YOU
Thank you to........