Portfolio leaders
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
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
Leaders 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.
What are the Portfolio Leaders
responsibilities??
• 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
• 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 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
What exactly does the Leader role
entail?
– 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
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.
RPA received from SRO
Gateway™ Portfolio
Leader Process Map
RPA assessed by Gateway™
Co-ordinator
Sectoral Knowledge
Required?
Y
N
Assessment in consultation
With Portfolio Leader
Assessment advised
to SRO
Assessment accepted by
SRO.
Y
Consult KAM/Client Advisor
list for
Portfolio Leader
N
Arrange meeting with SRO
and Portfolio Leader
Write up assessment meeting
Proforma & begin logistics for planning meeting and review
Customer
Key Account
Manager
DIVISIONAL ACCOUNT MANAGER
Construction
and Advisory
Division
Works
Procurement
Division
-
Supplies
and
Services
Division
DARD
David Mitchell
Stanley Simpson
Dave Glover
DCAL
Stewart Heaney
Stanley Simpson
DE
Stanley Simpson
DEL
Stanley Simpson
DETI
Dave Glover
Stanley Simpson
-
DFP
Tom Gilgunn
Stewart Heaney
David Mitchell
-
DHSSPS
Tom Gilgunn
N/A
David Mitchell
-
DOE
David Mitchell
Stanley Simpson
DRD
Dave Glover
DSD
Maurice McKinley
Stanley Simpson
-
Dave Glover
OFMDFM
Maurice McKinley
Stanley Simpson
-
Tom
Gilgunn
OFMDFM
- SIB
Stewart Heaney
David Mitchell
Tom
Gilgunn
-
Gary
McCandless
Tom
Gilgunn
-
David Mitchell
Tom
Gilgunn
N/A
-
Tom
Gilgunn
-
Gary
McCandless
Gary
McCandless
Dave Glover
-
Tom
Gilgunn
Any Questions???