Creating value in portfolios: A panel debate podcast

 

A joint SIG podcast
Creating value in portfolios: A panel debate podcast (highlights)
🕑 8 mins

Youtube - watch recording and write comments

Anchor - listen and record your audio comments to add to the podcast

 

Organisations invest in change to create and sustain value, but the track record of successful delivery is far from great, and the prioritisation and selection of investments across a portfolio is often decided by “who shouts loudest”. Our panel, shared what works and does not work in different organisations, and discuss the barriers to creating and sustaining value.

Our expert panel shared examples and ideas of how organisations can use portfolio management to select and guide their investments and resulting assets to optimise overall value.

If you wish to join the discussion below, simply log into APM web site (it’s free to create an account) and comment!

If you would like to be part of a future panel, or would like to contribute in writing, then get in touch with the SIG via our email benefitsandvaluesig@apm.org.uk

 

How can you get involved?

We don’t have all the answers. The next step is a live panel dialogue with input from our audience. Invite yourself or send your thoughts by writing to benefitsandvaluesig@apm.org.uk and we’ll put a date in.

 

Those contributing on this panel discussion recording included:

• Sarah Earl
• John Thorp
• Adam Skinner
• Osian Evans
• Dwain Morgan
  
  

This joint event by the APM Benefits and Value SIG and the APM Portfolio Management SIG event on Monday 4 October 2021 was hosted by Hugo Minney, APM Benefits and Value SIG Co Chair.

 

Sarah Earl is head of centre of excellence for project and programme management at UCL, which defines, advances and promotes PPM standards, skills and training, and development and assurance functions across the institution. She helped establish the PMO for UCL East (the £500M+ new campus development at East Bank), and advises UCL’s major projects portfolio in the identification of benefits and planning for benefits realisation.

Sarah joined UCL as a teaching fellow in the Bartlett School of Construction and Project Management, where she helped design and deliver the award-winning Project Director’s Development Programme for complex PFI/PPP projects, and lectured in project management at undergraduate and postgraduate level.

Sarah holds an MSc in Project & Enterprise Management, a Postgraduate Certificate in Adult Learning and Professional Development. She co-leads UCL’s PPM Community of Practice, and is an internal mentor and coach. She is a Fellow of the Higher Education Academy, a Chartered Project Professional, and APM Benefits & Value SIG secretary.

 

John Thorp is an internationally recognised thought leader in the field of value and benefits management with over 50 years’ experience in the information management field. A frequent speaker and author of The Information Paradox, his passion revolves around helping individuals, organisations and society realise value from information technology enabled change. In today’s age of digital exploration, realising this value requires going beyond frameworks and methodologies, it will require a fundamental mindset shift around organisational governance, leadership and management. He is a Fujitsu Consulting Fellow and a Fellow of the Innovation Value Institute and the Institute for Digital Transformation.

Adam Skinner is P2 consulting's director of consulting with 20 years of successful portfolio and programme delivery experience from a career spanning HM Treasury, PA Consulting, Atkins Global and P2 Consulting. He specialises in the implementation of Programme and Portfolio Management capabilities through the establishment of Programme and Portfolio Management Offices. Adam has established PMOs & P3M Capabilities across a range of clients and sectors including the Office for National Statistics, eDF Energy, The Department of Work & Pensions, the Department for Children, Schools & Families and the Transport Systems Catapult. Adam is a committee member and former co-chair of the Association for Project Management's Portfolio Management Specific Interest Group and co-author of their guide ‘Portfolio Management: A Practical Guide’. He is a regular blogger and talker on the topics of PMO, Scaled Agile and Portfolio Management, is a SAFe Programme Consultant and also has an MSc in Major Programme Management at Said Business School, Oxford University.

Osian Evans is a director in CPC Project Services LLP specialising in defining, setting up and delivering programmes and portfolios across the transport and infrastructure sectors. He believes that portfolio management often breaks down at the strategy setting and portfolio definition stage where executives often find it difficult to weight the corporate or department objectives, which is a foundation of robust project prioritisation in the portfolio.

Osian is a committee member of the APM Portfolio Management SIG and a guest speaker at the University of Warwick’s MSc in Programme and Project Management. He holds an MSc in Programme and Project Management and is an MoP®, MSP®, Agile PgM® practitioner.

and Dwain Morgan. 

  

Panel host

Hugo Minney is a Chartered Project Professional and Chartered Manager - and I recognise the importance of tried and tested processes. However that doesn't stop me from looking for better ways to do things, which has meant that I've written an APM guide to Social Return on Investment (endorsed and approved by Social Value UK), and a number of other Thought Leadership guides by the BV SIG including a soon-to-be-published Guide to Benefits Management Frameworks. I'm currently working as a change manager with the emphasis on facilitating change through communication, using benefits and value as the basis for that communication.

My recent experience is public sector bodies (especially health and adult mental health) and charities who deliver services; prior to this I specialised in Engineering and then Utilities.

My motivation: people should enjoy and be inspired by what they do (because they can see the difference they are making - Benefits and Value).

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

Follow @APMEvents for upcoming event information.

This event is suitable for intermediate and advanced professionals. 

X hastahgs:   #apmbenefitsvalue   #apmportfolio

 

APM Body of Knowledge 7th edition reference
Section	Description
1.1.2 2.1.3 4.1.1	Strategic implementation Portfolio shaping Success and Benefits