Portfolio leadersPortfolio leaders

Why?Why?

Portfolio Leaders are an essential requirement

for the OGC Gateway™ authorised hub status held by CPD/CoE on

behalf of the NICS and wider Public sector

What exactly is a Portfolio What exactly is a Portfolio Leader?Leader?

• At the minute it’s senior CPD staff who have an overview of the programmes and projects within their client Departments.

• A expert in a specialised area that can provide advice to CoE to assist in evaluating an Risk Potential Assessment (RPA)

What value do Portfolio What value do Portfolio Leaders provideLeaders provide??

•A ‘peer to peer’ challenge function to SRO’s, in the areas of :

•Readiness

•Appropriateness of Gates, &

•Validity of the risk assessments for Gateway™

•Specialist knowledge to support CoE

•A connection between CPD business functions and CoE

•The ability to enhance Successful Delivery.

• Promotion of the Gateway™ Review process as part of the overall assurance process for programmes and projects

• Building a relationship of trust with public sector client organisations

• Engagement of Public sector clients in the Gateway™ Review process

What are the Portfolio Leaders What are the Portfolio Leaders responsibilities??responsibilities??

• Initial Risk assessment (RPA) of programmes and projects for Gateway™

• Attendance at Gateway™ assessment and planning meetings with SRO and project teams as necessary

• Provision of challenge function to SRO’s

Who Are the Portfolio leadersWho Are the Portfolio leaders

• At present the Gateway™ Portfolio Leaders role will be undertaken by the Key Account Managers (KAM’s) within CPD.

• In certain situations Client Advisors or Head of CoEwill undertake the “Portfolio Leader” role and provide expert advice to CoE

• CoE expect to extend this to other experienced project managers and Gateway™ reviewers in the future.

• This may be done as part of the strategy to delegate lower level reviews to organisational sub Hubs

– Time commitment?– Portfolio Leaders will act solely as advisors to

CoE– CoE will usually deal with the KAM/Client

Advisors for the Department submitting the application for Gateway™ for advice and support

– Portfolio Leaders will be fully briefed on the level of advice required

– Portfolio Leaders will be expected to respond within agreed timescales

What exactly does the Leader role What exactly does the Leader role entail?entail?

And Finally!!?And Finally!!?

The SMG group of KAM/Client Advisor Portfolio Leaders can provide an important platform for the sharing of information relating to delivery of Programmes and Projects across the NICS and the wider Public Sector.

Gateway™ Portfolio Leader Process Map

RPA received from SRO

Assessment advised to SRO

RPA assessed by Gateway™ Co-ordinator

Sectoral Knowledge Required?

Consult KAM/Client Advisorlist for

Portfolio Leader

Assessment in consultation With Portfolio Leader

Assessment accepted bySRO.

Write up assessment meetingProforma & begin logistics for planning meeting and review

Arrange meeting with SROand Portfolio Leader

Y

N

Y

N

CustomerCustomer Key AccountKey AccountManagerManager

DIVISIONAL ACCOUNT MANAGERDIVISIONAL ACCOUNT MANAGER

ConstructionConstructionand Advisoryand AdvisoryDivisionDivision

WorksWorksProcurementProcurement

DivisionDivision

Supplies Supplies andandServicesServicesDivisionDivision

DARD David Mitchell Stanley Simpson - Dave Glover

DCAL Stewart Heaney Stanley Simpson David Mitchell Tom Gilgunn

DE Stanley Simpson - Gary McCandless

Tom Gilgunn

DEL Stanley Simpson - David Mitchell Tom Gilgunn

DETI Dave Glover Stanley Simpson - Tom Gilgunn

DFP Tom Gilgunn Stewart Heaney David Mitchell -

DHSSPS Tom Gilgunn N/A David Mitchell -

DOE David Mitchell Stanley Simpson - Dave Glover

DRD Dave Glover N/A Gary McCandless

-

DSD Maurice McKinley Stanley Simpson - Dave Glover

OFMDFM Maurice McKinley Stanley Simpson - Tom Gilgunn

OFMDFM - SIB

Stewart Heaney - Gary McCandless

Tom Gilgunn

Any Questions???Any Questions???