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Portfolio Management SIG Survey

Thank you for showing interest in the APM Portfolio Management Specific Interest Group (SIG) Survey. Your experiences and opinions are vital to us. Our vision is to disseminate information and conduct research on optimal ways to introduce Portfolio Management into organisations.

Your responses form part of that research and will drive further APM activities.

Your identity and that of your organisation will remain completely anonymous unless you choose otherwise.
Survey results will be analysed and published on the APM website as soon as sufficient data becomes available.

1.Which best describes your role?
2.To which sector does your organisation belong?
3.How would you describe the approach to portfolio management in your organisation?
4.In which part of the organisation is the main Portfolio Management (PfM) function domiciled?
5.In what units do you structure your portfolio of change / investment initiatives? (please select all that apply)
6.How many projects comprise your change / investment portfolio?
7.How large (£) are your projects? (please select all that apply)
8.How many programmes comprise your change / investment portfolio?
9.How large (£) are your programmes? (please select all that apply)
10.Do you also include services/BAU within your change / investment portfolio?
11.Please rate, from your viewpoint, the importance your organisation attaches to each of the following Portfolio Management principles.
Low
High
Proactive and visible senior management commitment
Consistent and effective governance alignment
Alignment of the portfolio with strategic objectives
Coordination through a portfolio office
Shared change culture and associated behaviours
12.Please rate how successfully you believe these principles are being applied in your organisation.
Low
High
Proactive and visible senior management commitment
Consistent and effective governance alignment
Alignment of the portfolio with strategic objectives
Coordination through a portfolio office
Shared change culture and associated behaviours
13.Please rate, from your viewpoint, how successfully the following common portfolio management challenges have been or are being addressed.
Low
High
Getting portfolio management started
Developing an initial portfolio
Gaining board buy-in to a single agreed view of business objectives
Prioritising and balancing the portfolio
Delivering overall portfolio benefits
Dealing with tensions between Portfolio and BAU/Operational objectives
Securing and sustaining business unit management commitment
Securing and developing people with the right portfolio skills/capabilities
Putting in place the right tools & techniques to support portfolio Management
Setting up, and gaining compliance with, portfolio management processes
Achieving the goals set for a portfolio management function
Applying lessons learnt from regular reviews of portfolio management performance
14.Please identify (max 3) which of the topics in Question 13 you consider most worthy of further discussion/debate through the APM.
1
2
3
Getting portfolio management started
Developing an initial portfolio
Prioritising and balancing the portfolio
Delivering overall portfolio benefits
Dealing with tensions between Portfolio and BAU/Operational objectives
Securing and sustaining business unit management commitment
Securing and developing people with the right portfolio skills/capabilities
Putting in place the right tools & techniques to support portfolio Management
Achieving the goals set for a portfolio management function
Applying lessons learnt from regular reviews of portfolio management performance
15.Please identify up to three of the topics in Question 13 for which you are prepared to draw up a short outline of what has worked well or not so well in your organisation (past/present) – to act as a contribution to the wider debate within the APM. Please include in your response your name and contact details so that the APM can contact you regarding the next steps. It is possible to retain organisational anonymity for this.
1
2
3
Getting portfolio management started
Developing an initial portfolio
Prioritising and balancing the portfolio
Delivering overall portfolio benefits
Dealing with tensions between Portfolio and BAU/Operational objectives
Securing and sustaining business unit management commitment
Securing and developing people with the right portfolio skills/capabilities
Putting in place the right tools & techniques to support portfolio Management
Achieving the goals set for a portfolio management function
Applying lessons learnt from regular reviews of portfolio management performance