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Portfolio leaders

Portfolio Leaders play a crucial role in providing specialized advice, challenge SROs, and enhance successful program delivery within the OGC Gateway™ authorized hub status. They promote trust, engagement, and assurance in project processes.

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Portfolio leaders

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  1. Portfolio leaders

  2. 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

  3. 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)

  4. 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.

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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.

  10. Gateway™ Portfolio Leader Process Map RPA received from SRO RPA assessed by Gateway™ Co-ordinator Sectoral Knowledge Required? Consult KAM/Client Advisor list for Portfolio Leader Y N Assessment advised to SRO Assessment in consultation With Portfolio Leader Arrange meeting with SRO and Portfolio Leader Assessment accepted by SRO. N Y Write up assessment meeting Proforma & begin logistics for planning meeting and review

  11. Any Questions???

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