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.

Question Title

1. Which best describes your role?

Portfolio Manager/Director

Senior Project Manager/ Project Manager/Director

Programme Manager/Director

Business Change Manager

Finance/Planning Manager

Business/Operations Manager

PMO Manager(e.g. Planning, EV)

Benefits Manager

Head of Department

Business Unit Director

Consultant

Other (please specify)

Question Title

2. To which sector does your organisation belong?

Health

Pharmaceutical

Distribution/ Logistics

Information Technology

Media

Construction

Local Government

Manufacturing

Retail

Charity

Telecoms

Defence

Energy

Professional services

Central Government

Leisure/ Sport

Business consultancy

Financial Services

Education

Question Title

3. How would you describe the approach to portfolio management in your organisation?

Formally managed at the organisation level – all change initiatives

Formally managed at the organisation level – but, for example, only ICT change initiatives

Formally devolved to sub-organisational level – all change initiatives

Formally devolved to sub-organisational level – but, for example, only ICT change initiatives

Informal – determined by division/department director

None

Question Title

4. In which part of the organisation is the main Portfolio Management (PfM) function domiciled?

Strategy

Planning

Change

ICT

Finance

No PfM function (in the organisation)

No main PfM function (there are several)

Other function e.g. projects, operational excellence (please specify)

Question Title

5. In what units do you structure your portfolio of change / investment initiatives? (please select all that apply)

Projects

Programmes

Other (please specify)

Question Title

6. How many projects comprise your change / investment portfolio?

Not applicable

Less than 10

11 to 50

51 to 100

More than 100

Question Title

7. How large (£) are your projects? (please select all that apply)

<£10K

£10K-£100K

£100K - £1M

£1M - £10M

>£10M

Question Title

8. How many programmes comprise your change / investment portfolio?

Not applicable

Less than 10

11 to 50

51 to 100

More than 100

Question Title

9. How large (£) are your programmes? (please select all that apply)

<£10K

£10K-£100K

£100K - £1M

£1M - £10M

>£10M

Question Title

10. Do you also include services/BAU within your change / investment portfolio?

Yes

Not sure / other (please specify)

Question Title

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	Proactive and visible senior management commitment Low	Proactive and visible senior management commitment	Proactive and visible senior management commitment	Proactive and visible senior management commitment	Proactive and visible senior management commitment	Proactive and visible senior management commitment High
Consistent and effective governance alignment	Consistent and effective governance alignment Low	Consistent and effective governance alignment	Consistent and effective governance alignment	Consistent and effective governance alignment	Consistent and effective governance alignment	Consistent and effective governance alignment High
Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives Low	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives High
Coordination through a portfolio office	Coordination through a portfolio office Low	Coordination through a portfolio office	Coordination through a portfolio office	Coordination through a portfolio office	Coordination through a portfolio office	Coordination through a portfolio office High
Shared change culture and associated behaviours	Shared change culture and associated behaviours Low	Shared change culture and associated behaviours	Shared change culture and associated behaviours	Shared change culture and associated behaviours	Shared change culture and associated behaviours	Shared change culture and associated behaviours High

Question Title

12. Please rate how successfully you believe these principles are being applied in your organisation.

	Low					High
Proactive and visible senior management commitment	Proactive and visible senior management commitment Low	Proactive and visible senior management commitment	Proactive and visible senior management commitment	Proactive and visible senior management commitment	Proactive and visible senior management commitment	Proactive and visible senior management commitment High
Consistent and effective governance alignment	Consistent and effective governance alignment Low	Consistent and effective governance alignment	Consistent and effective governance alignment	Consistent and effective governance alignment	Consistent and effective governance alignment	Consistent and effective governance alignment High
Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives Low	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives	Alignment of the portfolio with strategic objectives High
Coordination through a portfolio office	Coordination through a portfolio office Low	Coordination through a portfolio office	Coordination through a portfolio office	Coordination through a portfolio office	Coordination through a portfolio office	Coordination through a portfolio office High
Shared change culture and associated behaviours	Shared change culture and associated behaviours Low	Shared change culture and associated behaviours	Shared change culture and associated behaviours	Shared change culture and associated behaviours	Shared change culture and associated behaviours	Shared change culture and associated behaviours High

Question Title

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	Getting portfolio management started Low	Getting portfolio management started	Getting portfolio management started	Getting portfolio management started	Getting portfolio management started	Getting portfolio management started High
Developing an initial portfolio	Developing an initial portfolio Low	Developing an initial portfolio	Developing an initial portfolio	Developing an initial portfolio	Developing an initial portfolio	Developing an initial portfolio High
Gaining board buy-in to a single agreed view of business objectives	Gaining board buy-in to a single agreed view of business objectives Low	Gaining board buy-in to a single agreed view of business objectives	Gaining board buy-in to a single agreed view of business objectives	Gaining board buy-in to a single agreed view of business objectives	Gaining board buy-in to a single agreed view of business objectives	Gaining board buy-in to a single agreed view of business objectives High
Prioritising and balancing the portfolio	Prioritising and balancing the portfolio Low	Prioritising and balancing the portfolio	Prioritising and balancing the portfolio	Prioritising and balancing the portfolio	Prioritising and balancing the portfolio	Prioritising and balancing the portfolio High
Delivering overall portfolio benefits	Delivering overall portfolio benefits Low	Delivering overall portfolio benefits	Delivering overall portfolio benefits	Delivering overall portfolio benefits	Delivering overall portfolio benefits	Delivering overall portfolio benefits High
Dealing with tensions between Portfolio and BAU/Operational objectives	Dealing with tensions between Portfolio and BAU/Operational objectives Low	Dealing with tensions between Portfolio and BAU/Operational objectives	Dealing with tensions between Portfolio and BAU/Operational objectives	Dealing with tensions between Portfolio and BAU/Operational objectives	Dealing with tensions between Portfolio and BAU/Operational objectives	Dealing with tensions between Portfolio and BAU/Operational objectives High
Securing and sustaining business unit management commitment	Securing and sustaining business unit management commitment Low	Securing and sustaining business unit management commitment	Securing and sustaining business unit management commitment	Securing and sustaining business unit management commitment	Securing and sustaining business unit management commitment	Securing and sustaining business unit management commitment High
Securing and developing people with the right portfolio skills/capabilities	Securing and developing people with the right portfolio skills/capabilities Low	Securing and developing people with the right portfolio skills/capabilities	Securing and developing people with the right portfolio skills/capabilities	Securing and developing people with the right portfolio skills/capabilities	Securing and developing people with the right portfolio skills/capabilities	Securing and developing people with the right portfolio skills/capabilities High
Putting in place the right tools & techniques to support portfolio Management	Putting in place the right tools & techniques to support portfolio Management Low	Putting in place the right tools & techniques to support portfolio Management	Putting in place the right tools & techniques to support portfolio Management	Putting in place the right tools & techniques to support portfolio Management	Putting in place the right tools & techniques to support portfolio Management	Putting in place the right tools & techniques to support portfolio Management High
Setting up, and gaining compliance with, portfolio management processes	Setting up, and gaining compliance with, portfolio management processes Low	Setting up, and gaining compliance with, portfolio management processes	Setting up, and gaining compliance with, portfolio management processes	Setting up, and gaining compliance with, portfolio management processes	Setting up, and gaining compliance with, portfolio management processes	Setting up, and gaining compliance with, portfolio management processes High
Achieving the goals set for a portfolio management function	Achieving the goals set for a portfolio management function Low	Achieving the goals set for a portfolio management function	Achieving the goals set for a portfolio management function	Achieving the goals set for a portfolio management function	Achieving the goals set for a portfolio management function	Achieving the goals set for a portfolio management function High
Applying lessons learnt from regular reviews of portfolio management performance	Applying lessons learnt from regular reviews of portfolio management performance Low	Applying lessons learnt from regular reviews of portfolio management performance	Applying lessons learnt from regular reviews of portfolio management performance	Applying lessons learnt from regular reviews of portfolio management performance	Applying lessons learnt from regular reviews of portfolio management performance	Applying lessons learnt from regular reviews of portfolio management performance High

Question Title

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	Getting portfolio management started 1	Getting portfolio management started 2	Getting portfolio management started 3
Developing an initial portfolio	Developing an initial portfolio 1	Developing an initial portfolio 2	Developing an initial portfolio 3
Prioritising and balancing the portfolio	Prioritising and balancing the portfolio 1	Prioritising and balancing the portfolio 2	Prioritising and balancing the portfolio 3
Delivering overall portfolio benefits	Delivering overall portfolio benefits 1	Delivering overall portfolio benefits 2	Delivering overall portfolio benefits 3
Dealing with tensions between Portfolio and BAU/Operational objectives	Dealing with tensions between Portfolio and BAU/Operational objectives 1	Dealing with tensions between Portfolio and BAU/Operational objectives 2	Dealing with tensions between Portfolio and BAU/Operational objectives 3
Securing and sustaining business unit management commitment	Securing and sustaining business unit management commitment 1	Securing and sustaining business unit management commitment 2	Securing and sustaining business unit management commitment 3
Securing and developing people with the right portfolio skills/capabilities	Securing and developing people with the right portfolio skills/capabilities 1	Securing and developing people with the right portfolio skills/capabilities 2	Securing and developing people with the right portfolio skills/capabilities 3
Putting in place the right tools & techniques to support portfolio Management	Putting in place the right tools & techniques to support portfolio Management 1	Putting in place the right tools & techniques to support portfolio Management 2	Putting in place the right tools & techniques to support portfolio Management 3
Achieving the goals set for a portfolio management function	Achieving the goals set for a portfolio management function 1	Achieving the goals set for a portfolio management function 2	Achieving the goals set for a portfolio management function 3
Applying lessons learnt from regular reviews of portfolio management performance	Applying lessons learnt from regular reviews of portfolio management performance 1	Applying lessons learnt from regular reviews of portfolio management performance 2	Applying lessons learnt from regular reviews of portfolio management performance 3

Question Title

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	Getting portfolio management started 1	Getting portfolio management started 2	Getting portfolio management started 3
Developing an initial portfolio	Developing an initial portfolio 1	Developing an initial portfolio 2	Developing an initial portfolio 3
Prioritising and balancing the portfolio	Prioritising and balancing the portfolio 1	Prioritising and balancing the portfolio 2	Prioritising and balancing the portfolio 3
Delivering overall portfolio benefits	Delivering overall portfolio benefits 1	Delivering overall portfolio benefits 2	Delivering overall portfolio benefits 3
Dealing with tensions between Portfolio and BAU/Operational objectives	Dealing with tensions between Portfolio and BAU/Operational objectives 1	Dealing with tensions between Portfolio and BAU/Operational objectives 2	Dealing with tensions between Portfolio and BAU/Operational objectives 3
Securing and sustaining business unit management commitment	Securing and sustaining business unit management commitment 1	Securing and sustaining business unit management commitment 2	Securing and sustaining business unit management commitment 3
Securing and developing people with the right portfolio skills/capabilities	Securing and developing people with the right portfolio skills/capabilities 1	Securing and developing people with the right portfolio skills/capabilities 2	Securing and developing people with the right portfolio skills/capabilities 3
Putting in place the right tools & techniques to support portfolio Management	Putting in place the right tools & techniques to support portfolio Management 1	Putting in place the right tools & techniques to support portfolio Management 2	Putting in place the right tools & techniques to support portfolio Management 3
Achieving the goals set for a portfolio management function	Achieving the goals set for a portfolio management function 1	Achieving the goals set for a portfolio management function 2	Achieving the goals set for a portfolio management function 3
Applying lessons learnt from regular reviews of portfolio management performance	Applying lessons learnt from regular reviews of portfolio management performance 1	Applying lessons learnt from regular reviews of portfolio management performance 2	Applying lessons learnt from regular reviews of portfolio management performance 3

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