- Company Name
- HM Revenue & Customs
- Job Title
- Portfolio Planner
- Job Description
-
**Job title:** Portfolio Planner
**Role Summary:**
Provide senior-level planning and scheduling support for the Compliance Portfolio within the Transformation Portfolio Office (TPO). Develop, maintain, and monitor portfolio-level plans, schedules, and baselines, ensuring alignment with strategic objectives and resource availability. Deliver insights, governance, and reporting to enable informed decision-making across the portfolio.
**Expectations:**
- Deliver accurate portfolio baseline plans and schedule updates.
- Maintain robust change control and risk management practices.
- Produce timely, data-driven reports and briefing documents for senior leadership.
- Evidence of end-to-end project planning, dependency management, and critical path analysis.
**Key Responsibilities:**
- Lead portfolio planning activities in collaboration with projects/programmes.
- Identify, track, and report interdependencies and risks across initiatives.
- Challenge assumptions, verify plans, schedules, and milestones for realism and achievability.
- Maintain portfolio baseline, apply change control processes, and update plans with approved changes.
- Engage stakeholders across all levels to incorporate planning and scheduling needs into reporting.
- Coordinate reporting from Compliance Portfolio initiatives; analyze performance and produce key reports/briefings.
- Use digital tools (e.g., MS Project, Oracle Primavera P6, ServiceNow) to analyze data, identify trends, and provide actionable insights.
- Support risk management culture: identify trends, collaborate with risk leads, and recommend mitigation actions.
- Promote portfolio standards and best practices across the end-to-end change lifecycle.
- Provide coverage and support during peak times, managing stakeholder interactions and reporting.
- Assist in TPO special projects and ad-hoc activities.
**Required Skills:**
- End-to-end project planning and schedule development, including dependency identification, critical path analysis, and milestone tracking.
- Experience with medium/high complexity projects/programmes.
- Proficiency in planning & scheduling software (MS Project, Oracle Primavera P6, ServiceNow).
- Strong analytical and data interpretation abilities; capability to challenge data, identify trends, and present insights to senior leaders.
- Excellent stakeholder engagement, communication, and presentation skills.
- Detail-oriented with pattern recognition in data.
- Ability to influence, coordinate technical work, and drive collaboration.
**Required Education & Certifications:**
- Bachelor’s degree or equivalent in Project Management, Business Administration, or related field.
- Professional qualification in project delivery (e.g., PRINCE2, APMG, or APM) or actively pursuing one.