Reimagining your portfolio management approach for today’s challenges



18 May 2023, 5:30pm

Icon of a location pin

The Establishment (room II & III)
Level 3, 252 George Street, SYDNEY

Portfolio prioritisation: how to maximise returns in 2023

Join us at this year’s PM-Perspectives event as we provide insights on demonstrating positive leadership and optimising your portfolios now and into the future.

As global factors put downward pressure on portfolio spend, saying ‘yes’ to the right projects is more critical than ever. But as experience shows us, many organisations lack a structured portfolio management approach. Prioritisation and capital allocation are based instead on an annual ‘dash for cash’ process, which inevitably leads to dangerous and potentially far-reaching consequences:

  • Business cases are hurriedly written without appropriate planning
  • As a result, funds are locked in to initiatives where budgets are, at best, guesstimates
  • Organisations overcommit, including to the wrong initiatives
  • Unwieldy portfolios exacerbate capacity and capability challenges
  • Projects inevitably run over budget or fall off the rails.

When portfolio allocations are cut – as is increasingly the case – we tend to see knee-jerk reactions causing additional down-stream impacts: such as, the cancellation of in-flight projects with interdependencies, and the subsequent loss of critical IP and delivery momentum, causing further delays and cost blowouts.

With more clients looking to build their portfolio management skills in response to these developments, this year's PM-Perspectives event will cover:

  • the challenges and trends shaping portfolio management
  • a first-hand account from one of our customers who ‘broke their annual planning cycle’
  • the results of PM-Partners’ The State of Portfolios survey
  • key benefits of a structured portfolio management approach
  • why evolving your leadership skills is critical to effective portfolio management in today’s climate.

With special guest: Natalie Waters
LinkedIn's 2023 Workplace Learning Report reveals that, of the most in-demand skills by job function, leadership is ranked second for project and programme managers, and comes fourth out of 10 as a skill companies need most. Management, communication and customer service were listed in the top three respectively, with project management placing sixth.

These results come as no surprise to our internationally acclaimed guest speaker, Natalie Waters, a leadership coach and human behavioural profiler who joins us to provide insights on why people behave the way they do and how to demonstrate positive leadership (even in a downturn). Natalie’s highly interactive session will help you understand what drives executive and stakeholder decision making and enhance your ability to create rapport with others, ensuring you're better equipped to action the learnings shared by our subject experts.

Don’t miss this opportunity to connect with industry peers while we explore how to work more proactively with stakeholders and prioritise your portfolios for maximum return.


05:30pm Registration
06:00pm Welcome from CEO Dominic Frost
06:05pm Ray Wall and Grant Bridger on challenges and trends
06:20pm Customer story
06:30pm Behavioural profiler and guest speaker, Natalie Waters
07:20pm Thank you
07:30pm Drinks and canapés
09.30pm Farewell


Dominic Frost

Dominic Frost

Chief Executive Officer, PM-Partners

Dominic has gained varied experience throughout his career in Australia, New Zealand and the UK, including founding, building, and selling an IT services business and time in private equity – sourcing investments, developing and implementing funding models, and fulfilling several hands-on CXO roles with funded organisations.


Natalie Waters

Natalie Waters

Human Behaviour Profiler, Executive and Leadership Coach / Mentor, Elevate Coaching

Natalie is a human behavioural profiler who has spent the past two decades working in dangerous and male dominated roles in law enforcement and government. Her extensive career has seen her patrolling our shores in the fight against drug trafficking and illegal immigration, running hostage negotiation courses for special forces units in the Middle East, and working as a bodyguard for the Queen.

During her keynote, Natalie will provide attendees with the skills to start profiling anyone they meet so they can tailor the way they communicate. Natalie will also draw on stories from her career to discuss the importance of taking calculated risks and saying yes to the right opportunities.


Ray Wall

Ray Wall

Client Engagement Director, PM-Partners

As an industry leader in globally-recognised delivery methods and standards, Ray has a wealth of experience implementing effective governance frameworks and controls across diverse industries and organisations. He has a proven ability to help leaders and delivery teams achieve business agility through the design and execution of complex change and transformation.

Grant Bridger

Grant Bridger

Director of Advisory, PM-Partners

With decades of experience across a range of industries, Grant strives to optimise business performance, solve business problems, provide advice and execute strategy via successful programmes and transformations. His expertise includes design and implementation of frameworks, PMOs, way of working and capability uplifts, large business case development and execution of transformations.