This half-day workshop is geared toward participants who work directly in the discipline of portfolio management or who contribute directly or indirectly to its activities. Beginning with an Issue Raising session, the workshop leader will explain what works well in portfolio management in organisations, what are impediments to success, and why. Using a participant’s example of his/her organisation’s mission, vision, and values, an overarching strategy is created and a portfolio of hypothetical projects is subjected to prioritisation using a well defined process – Multiple Objective project prioritisation (MOPPSM) – and a robust Multiple Objective Decision Analysis (MODA) methodology. The results of project prioritisation are then compared to those of portfolio optimisation using a linear programming technique that strives to maximise portfolio value subject to the same budgetary and human resource constraints employed in project prioritisation.

Key Topics

  • Developing a portfolio of opportunities which can support your vision and mission in a sustainable manner
  • Allocating financial and personnel resources efficiently and optimally
  • Using Multiple Objective Decision Analysis
  • Maximising portfolio value

About the Workshop Leader

Dr. Richard Bayney is a 23-year veteran of the Pharmaceutical and Biotechnology industry, having worked at Merck, Bayer, Bristol-Myers Squibb, and Johnson & Johnson. In his previous position at Johnson & Johnson, Richard was Vice President, Portfolio Management & Decision Analysis. He has spent eleven years building and leading departments in Strategic Planning, Decision Analysis, and Portfolio Management, two years as an International Project Manager for a marketed cardiovascular drug, and 10 years in Molecular Biology research into gene expression in drug detoxification systems and in Alzheimer’s disease. Richard has an MSc and PhD from University of London, an MBA from Columbia University, and PMP from the Project Management Institute.

Workshop programme

9:00 Registration and Coffee

9:30 Issue Raising

10:20 Strategy Generation

11:00 Morning Coffee

11:30 Project Prioritisation

12:00 Portfolio Optimisation and Resource Allocation

12:40 Looking into the Future

13:30 Close of Workshop


Crowne Plaza Hotel - St James

Buckingham Gate 45/51
London SW1E 6AF
United Kingdom

Crowne Plaza Hotel - St James



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CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.


There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.


Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.


Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

CPD Certificates

We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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