Creating and sustaining an environment for success
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The document summarizes a conference on "Creating and sustaining an environment for success" related to portfolio management and benefits management. The one-day conference included presentations from various organizations on their experiences implementing portfolio and benefits management. It also included workshops for attendees to discuss challenges and solutions. The conference aimed to share knowledge among practitioners and support the development of the field.
Creating and sustaining an environment for success
- 1. The Portfolio Management & Benefits Management SIGs welcome you to “Creating and sustaining an environment for success” Conference March 6th 2014 Sponsored by
- 2. “Creating and sustaining an environment for success” Conference Organisers & Facilitators Portfolio Management SIG Committee David Dunning Stephen Parrett Mike Florence Ruth Moyes John Laughlin Benefits Management SIG Committee Hugo Minney Sarah Harries Nick Wensley Neil White Steve Leary APM Maria Kliniotou Anna Grabham 2
- 3. Welcome Housekeeping Who is here today? How the day will run • • • • Speaker Sessions 2 Workshops Workshop Overview Panel Session • • • • “Energiser” Ideas/Questions Post Cards Filming Stephen Parrett Chair, PfM SIG 3
- 4. Agenda Start 09:00 09:30 09:35 10:05 10:35 11:05 11:20 11:50 12:20 12:50 13:20 14:00 14:20 14:50 15:20 15:50 16:05 16:25 16:45 16:50 Session Registration and coffee etc Introduction Dr Norma Wood Karan Bawa David Airey Coffee Break Rebecca Kearney Helen Preston & Chris Beach John MacGregor and Jim Luffman Workshop 1 Lunch Eileen Roden David Waller Peter Glynne Workshop 2 Tea Break Workshop Overview Panel Session Next Steps & Close End Covering Delegate welcome etc Conference Outline Cabinet Office – a board-level perspective B&Q London Borough of Haringey City of London Heathrow Airport Limited Rolls Royce Challenges/problems/issues “Elevating” PfM and BM NHS – ISIP Westminster Council Identify potential solutions/answers to the points in W1 Feedback from the Workshops Q&A – including issues raised in Workshops Taking forward the material from today 4
- 5. Objectives of today Learn how experienced practitioners make PfM and BM work From: Through: To: creating the initial building blocks embedding into the organisation sustaining for the longer term Gather views during the Workshops Discuss key points arising: Workshop Overview Panel Session Collate, analyse and feedback to support knowledge development Portfolio Management ensures that organisations and functions invest money and resources in the ‘right’ projects and programmes in the pursuit of their strategic objectives Benefits realisation is high on the corporate agenda as organisations seek to maximise value from delivering change 5
- 6. Implementing SIG Strategies – today’s event & more Portfolio Management SIG • Developing New Knowledge (e.g. creating source material based on “what works”) • Disseminating Knowledge (e.g. finding better ways to access PfM Knowledge) • Engaging with the CxO Community (e.g. supporting APM research to reach this important group) • SIG Membership Engagement (e.g. opportunities for participation in SIG activities) • Working With APM (e.g. collaboration with other SIGs and pan-APM initiatives) Benefits Management SIG • Supporting project & other business professionals with a strong interest in benefits realisation through knowledge sharing and the opportunity to network • Becoming the recognised source and portal for the development and dissemination of knowledge on benefits realisation across the UK • Becoming pre-eminent for our contribution to thought leadership on alignment of benefits realisation, change management and business strategy 6
- 7. Supporting the APM Strategy Create the knowledge and resources needed for project success Develop innovative research Create a profession learning and collaborating together Engage organisations Making available a resource of good practice information Recognise the benefits of professional project management at Board Level We are doing a lot of this today Share research and good practice Embed organisational good practice and adopt standards Towards a world in which all projects succeed 7
- 8. Dr Norma Wood, MPA, Cabinet Office A board-level perspective of why organisations need to develop a sustainable approach to portfolio management and benefits management Insights as to how to make the case to senior executives 8
- 9. Karan Bawa, B&Q Our story is about the setting up of a PMO and what has been achieved in the last 18 months: • • • Understanding how B&Q’s multi-million pound investment portfolio of projects were performing How much benefit the projects would return, by when Issues around accountability, strategy alignment and multiple project delivery models 9
- 10. David Airey, London Borough of Haringey Introducing Portfolio Management across the organisation as a whole After 6 months: • Outline the approach taken • Progress made • Challenges faced • Lessons learnt so far 10
- 11. Rebecca Kearney, City of London Corporation An overview of portfolio management progress at the City of London Corporation, since an early-stage APM presentation in 2012 Areas covered will include: • Resource allocation decisions • Looking ahead and building a pipeline of change • Monitoring of all change projects 11
- 12. Helen Preston, Heathrow Airport Limited and Chris Beach, EC Harris To ensure the most value adding investments are selected for Quinquennium 6 Heathrow has implemented Portfolio Management and as part of this has strengthened the approach to benefits management The presentation will explain the development of both Portfolio management and benefits management at Heathrow in the preparation of the Q6 Capital Plan 12
- 13. John MacGregor & Jim Luffman, Rolls Royce Jim Luffman (Corporate Director of Project Management) will talk about systemising the prioritisation of projects as part of enterprise portfolio management within Rolls-Royce plc John T MacGregor (Head of CLE Project Management Capability) will talk about benefit prediction from Portfolio business driver prioritization and how it could be improved 13
- 14. Workshop 1 Delegates will consider the challenges/problems/issues encountered when “creating and sustaining an environment for success” of portfolio management and benefits management. • • • • • • • People (e.g. stakeholder engagement, capabilities/skills, change management awareness) Process (e.g. clarity, adoption, alignment) Technology (e.g. data repository, level of automation, reports/dashboards, integration) Organisation (e.g. strategic vision, Decision-making, governance, centre of excellence/PMO) Creating initial building blocks Embedding into the organisation Sustaining for the longer term Challenges/Problems/Issues for “Creating and sustaining an environment for success” PEOPLE Creating initial building blocks Embedding into the organisation Sustaining for the longer term David Dunning PfM SIG 14
- 15. Eileen Roden, QA Eileen will lead a short session to explore how Benefits Management and Portfolio Management can be ‘elevated’ within organisations 15
- 16. David Waller, Keldale Business Services Lessons learned from introducing Benefits Management into the NHS Connecting for Health’s Integrated Service Improvement Programme (ISIP) Introducing Benefits Management across business partners and collaborative groups 16
- 17. Peter Glynne, Westminster Council Embedding portfolio management within Westminster City Council 17
- 18. Workshop 2 Following on from Workshop 1, delegates will seek to identify potential solutions/answers to the points raised earlier, including identification of some of the most important for the Workshop Overview • • • • • • • People (e.g. stakeholder engagement, capabilities/skills, change management awareness) Process (e.g. clarity, adoption, alignment) Technology (e.g. data repository, level of automation, reports/dashboards, integration) Organisation (e.g. strategic vision, Decision-making, governance, centre of excellence/PMO) Creating initial building blocks Embedding into the organisation Sustaining for the longer term Solutions/Answers for “Creating and sustaining an environment for success” PEOPLE Creating initial building blocks Embedding into the organisation Sustaining for the longer term 18
- 19. Workshop Overview Summary People Common language Top down Independence not politics Transform not implement Process Organisation Align governance Link neighbours & cycles share best practice Use existing machinery Don’t let centre take over Quick wins Use right energy Flexibility v. point / ‘What’s in Standardisation it for me’ Technology Easy and accessible Governance reporting driven from delivery reporting Clarify strategy Understand ownership 19
- 20. Some Themes Negotiate not Educate Language................KISS “PMO” Wall.......One view of reality Leadership - Senior Champion/Sponsor Right projects......................remove the wrong ones! Right information........on the right desks ..................at the right time From submarines through airports and engines to parking in Westminster 20
- 21. Close & Next Steps What Next? 1. Where agreed by speakers, presentations filmed by the PM Channel will be available on the APM website for 1 month 2. Speaker presentation slides, subject to their agreement on final edit, will be available on the APM website, for both PfM and BM SIGs 3. Summary of delegate assessments to be produced for publication (all workshop schedules and notes will be taken away and recorded) 4. More detailed analysis to be published in conjunction with other sources = in line with SIG strategy/plans 5. Blogs on aspects covered during/after the conference 6. Future activities/events based on feedback received from delegates What do you think? All ideas welcome 21
Editor's Notes
- #2: Show until start of conference at 09.30
- #3: Not for the presentation – standalone A3 in lobby entrance (registration)
- #4: Good morningWelcome to this joint conference – Nick and Stephen (say we are SIG “chairs” !!)Firstly, housekeeping (Fire Exits – Toilets – Tot/cold etc – Coffee/Lunch/Tea locations)Secondly, who is here: Delegates mention range of orgs and sectorsSpeakers 8 Sessions, 10+ speakersSIG Cttee Organisers/Facilitators Names & Photos for refAPM Support Anna and Andrew Bragg (CEO)Sponsor (QA) Eileen Roden (SSG and PMO SIG Cttee)PM Channel Andrew DeloThirdly, how will the day run:Speaker Sessions time-limit – some Q&A, also W/shop Overview & PanelWorkshops David to brief –delegate views – stay at tables – SIG Cttee facilitation)Workshop Overview Feedback and discussionPanel Session Key points and some questions not covered previouslyIdeas & Questions Board Available during day for delegates to postPostcards Please use - “What have I learnt from today” etcPM Channel Filming Explain how/who and any points to mentionPhotos John Laughlin (smile nicely!!)
- #5: Lots to do and enjoyDon’t dwell on this!Available for use when required – perhaps if timings need adjustment and to communicate same etcDelegates will have their own anyway
- #6: Key points: Active participation Tables contain: Delegates, a speaker and SIG Cttee facilitator/advisor Points not dealt with today will be followed up afterwards (APM website, Blogs, published articles etc) Presentations to be published on websites (plus film extracts?)AND – Not forgetting the strategic rationale for organisations to adopt PfM and BM (From current SIG Guide)
- #7: Brief context - today is part of a wider campaign (also up in foyer)Championing PfM and BMEach SIG has strategies and plans to find ways to share “what works” and improve PfM and BM performance(Note: words in slide taken from latest SIG Guide)If you are not a member – come and join us...............
- #8: Mention in passing – larger version in foyerExtract taken from the APM’s 2020 Vision documentToday, we are tackling most of these in some way – all aimed at making PfM and BM work better
- #9: Use supplementary notes to introduce each speakerNo presentation slides for NormaSlide stays up? Or back 1?
- #10: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #11: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #12: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #13: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #14: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #15: David to do a briefing at the startEach table should have PPTO/CES schedules of A3 to capture points raised (example of headings shown)Attempt to place them into the CES frameworkDistinguish between PfM/BM where relevant – in many cases the challenges etc will be the same or similarIdeally (!) delegates will have read the Delegate Briefing!SIG Cttee facilitators at each table to support (but not to do)Each table to have a scribe from their own ranks and that person or another be their spokesperson (not the facilitator)
- #16: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #17: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #18: Use supplementary notes to introduce each speakerEach presentation will be opened/closed separately
- #19: David to do briefing reminder if requiredEach table should have PPTO/CES schedules of A3 on tables to capture points raised (example of headings shown)Attempt to place them into the CES frameworkDistinguish between PfM/BM where relevant – in many cases the solutions will be the same or similarIdeally (!) delegates will have read the Delegate Briefing!SIG Cttee facilitators at each table to support (but not to do)Each table to have a scribe from their own ranks and that person or another be their spokesperson (not the facilitator)
- #20: Possible framework for capturing problems/solutions etc for use in the Workshop OverviewAlso, possible use of photo(s) of the Flipcharts used at the end of Workshop 2Or, combination of the 2Needs to be set up at the end of Workshop 2 and available for use by the end of the Tea Break
- #21: If possible, questions captured during the day on the Q&I Board,and not answered could be includedhere (no later than the Tea Break)Chaired by Nick WensleyOther SIG Cttee people to support
- #22: Don’t forget – Delegate “Post Cards”Get involvedAGM due 15th May – make a note