Conferences that solve current IT challenges

IT Portfolio Management

Conference Chair: Randy Wimmer, Manager, UMT,
Former IT Portfolio Manager, Allstate

Wimmer

Utilizing IT Portfolio Management to deliver strategic technology enablers to the organization

October 9-10, 2012

9:00am-5:00pm

14 CPE / 1.4 CEU / CISSP / 14 PDU Credits Awarded

Donald E. Stephens Convention Center Rosemont (O'Hare) Illinois

Conference Price: $619.00 per person

Bios

Overview

IT departments are facing greater pressure to make sure their technology portfolios deliver desired results. An established portfolio management framework is a key enabler to achieving results and contributing value to the extended enterprise.

In this two day conference attendees will learn how they may need to tweak their approach given current company challenges.

Speakers will include professionals from IT departments sharing strategies, tactics and lessons learned!

Early confirmed speakers from IT departments include:

    (Click on the speaker's name to go directly to their session)

• Claude Scher, IT Enterprise Portfolio Manager, MillerCoors

• Jen Ciolino, Senior Manager, Portfolio Management, Grant Thornton LLP

• Jennifer Nicholus, Director of PMO and Portfolio Management, CVS/Caremark

• Keith Elliott, IT Portfolio Manager - Online Marketing, Consumer Mobile, and Social Networking, Allstate Insurance

• Kim Pecylak, Global Director of Project Management, Aon Benfield

• Ram Narain, Senior Director - PMO, Global Initiatives & Planning, Aon

• Dr. Robin Sarkar, Director Global Information Systems - PMO, Whirlpool Corporation USA

• Duane Block, Former Director, USIT PMO, Transunion

• Sara J. Strock, Senior Manager, IT PMO, Large CPG Company

• Chris Peckham, Vice President, Project Standards, The Northern Trust

• Vishal Shah, Portfolio Specialist, Ford Motor Company

• Rebecca Porterfield, Director, Project Management Office, Performance Trust

• Amy Stein Nathan, Director Operations Project Management Office, CVS Caremark

• Jill Campbell, Director, Global IS Operations, Trimble Navigation

• Mauricio Mejía, Manager, Operational Reporting & Development - Agile PMO, Nokia Location Content

Topics That Will Be Covered

Here are the topics that will be covered during this two-day Portfolio Management conference:

• Exploring the Facets of IT Portfolio Management

• IT Portfolio Optimization

• Application Portfolio Management Strategies

• Business-Driven PMOs

• Telling the Portfolio Story Using Animated Histograms

• Evolution of IT Portfolio Management Offices

• Project & Portfolio Management Maturity

• Portfolio vs. Program Management

• Demand Management – Ideation and Proposal Management

• IT Strategic Planning – Matching Supply and Demand to Create and Manage the IT Annual Plan

• Agile IT Portfolio Management

• Governance of IT Portfolios

• Partnering with the Business to Enable IT Portfolio Management Adoption

• Determining the Optimal Sourcing Strategy

Conference Schedule

 

Day1

Day2

		Session A	Session B
9:00-10:00am	Deliver What Matters: Driving PMO Relevance with Portfolio Man Jerry Manas, Senior Editor, Planview	Engaging the Business to Mature Portfolio Governance  Jennifer Ciolino, Senior Manager, Grant Thornton LLP	Overcoming Obstacles to Portfolio Management: Keeping It Simple Kim Pecylak, Global Director of Project Management, Aon Benfield
10:00-10:30am	Refreshment Break	Refreshment Break
10:30-11:30am	The IT Resource Management Maturity Model (RMMM) An Introduction to the RMMM and the Results of a Global Study on Resource Management Processes and Practices Prasad Raje, Chief Executive Officer and Founder, Instantis	Visibility, Transparency, and Clarity: Telling the Portfolio Story Using Animated Graphics Keith Elliott, IT Portfolio Manager,  Allstate Insurance	A Hands-On and Realistic Approach at Improving Portfolio Management and Execution Capabilities Claude Scher, IT Enterprise Portfolio Manager, MillerCoors
11:30am-12:30pm	Leverage New Thinking in Application Portfolio Management Fabrice Roche, Senior Vice President and Chicago Regional Director, UMT	IT Annual Planning – Gain, Without the Pain Duane Block, Former Director, USIT Project Portfolio Management, TransUnion	Portfolio Management and the Role of the IT PMO Dr. Robin Sarkar, Director - PMO, Global Information Systems, Whirlpool Corporation
12:30-1:30pm	Lunch	Lunch
1:30-2:30pm	Five Proven Strategies to Maximize Investment and Performance Results Jon Furner, President, Results Positive	Influencing Behavior and the Power of the One-Pager Chris Peckham, Vice President, Project Standards, The Northern Trust	Governance of IT Portfolios – Setting the Standard for Excellence Jennifer Nicholus, Director of PMO and Portfolio Management, CVS/Caremark
2:30-3:00pm	Refreshment Break	Refreshment Break
3:00-4:00pm	Partnering with the Business to Enable IT Portfolio Management Adoption Dave Blumhorst, V.P. Professional Services, Daptiv	Optimize the Project Portfolio for Change Rebecca Porterfield, Director of Project & Process Management, Performance Trust	Enterprise Resourcing and the IT Portfolio Sara J. Strock, Senior Manager, IT PMO, Large CPG Company
4:00-5:00pm	Panel Discussion: Overcoming Challenges in a Global Environment Moderator: Jay Hoskins, Director of Product Integration, PowerSteering Software Panelists: Vishal Shah, Portfolio Specialist, Ford Motor Company Ram Narain, Senior Director - PMO, Global Initiatives & Planning, Aon Bill Cason, CTO, Troux Jill Campbell, Director, Global IS Operations, Trimble Navigation	Panel Discussion:  How to Determine the ROI of Your Portfolio Management Program Moderator: Bob Schwartz, Managing Principal, Digital Celerity LLC Panelists: Amy Stein Nathan, Director Operations Project Management Office, CVS Caremark Claude Scher, IT Enterprise Portfolio Manager, MillerCoors Keith Elliott, IT Portfolio Manager, Allstate Insurance Mauricio Mejía, Manager, Operational Reporting & Development - Agile PMO, Nokia Location Content

 

Conference Program Details

 

Day 1: October 9th

8:00am - 9:00am - Registration and Continental Breakfast

Manas

9:00am-10:00am

Deliver What Matters: Driving PMO Relevance with Portfolio Management

Jerry Manas, Senior Editor, Planview

With the line between IT and the business blurring, it’s time to elevate the role of portfolio management and transform the role of the PMO. To be recognized as an integral part of their organization, today’s PMO needs to be seen as an integrator and enabler for better decision-making, helping business leaders apply limited resources to the right projects at the right time. And to do this, portfolio management capabilities are crucial. Join Planview senior editor Jerry Manas, bestselling author of Napoleon on Project Management and Managing the Gray Areas, and discover the three key areas that will enable you to effectively leverage portfolio management and show demonstrable value to the business.

10:00am -10:30am - Refreshment Break

10:30am-11:30am

Raje

The IT Resource Management Maturity Model (RMMM)
An Introduction to the RMMM and the Results of a Global Study on Resource Management Processes and Practices

Prasad Raje, Chief Executive Officer and Founder, Instantis

The RMMM has quickly become a de facto industry-standard tool and best practice framework for maturing organizational resource and capacity management processes. The RMMM enables organizations to define and execute an effective resource management strategy by helping stakeholders better align resource-related information needs with their level of PPM process and technology maturity. IT organizations can use the RMMM to ensure that project resources and capacity are managed at the “just right” level of granularity for the business. This presentation will provide an overview of key RMMM business drivers, concepts and recommendations. It will also preview the results of a worldwide IT resource management study conducted by Instantis in order to better understand and characterize the level of maturity of IT resource and capacity management processes achieved by organizations of various types, sizes, geographies and PMO scopes. Over 500 organizations participated in the study whose structure was based on the maturity levels and dimensions defined and hypothesized by the RMMM.

 

Roche

11:30am-12:30pm

Leverage New Thinking in Application Portfolio Management

Fabrice Roche, Senior Vice President and Chicago Regional Director, UMT

Today's APM models are fast becoming obsolete with technology evolution, new business challenges, and business demands for better effectiveness and efficiency. Now more than ever, organizations have access to more application renewal options, on more technologies. We will discuss how leaders in this new environment manage the business of IT through an integrated approach to leveraging all IT domains to drive the APM transformation across the organization.

12:30pm - 1:30pm Luncheon

Furner

1:30pm-2:30pm

Five Proven Strategies to Maximize Investment and Performance Results

Jon Furner, President, Results Positive 

Today’s leaders are looking for strategies to optimize IT investments while improving and maximizing overall technology performance. Strategic portfolio management capabilities provide actionable information to make the right investment decisions while balancing limited budgets and competing demands. During this session, participate in discussion about proven strategies that will enable your organization to maximize investment and performance outcomes.

 

2:30pm - 3:00pm - Refreshment Break

Blumhorst

3:00pm-4:00pm

Partnering with the Business to Enable IT Portfolio Management Adoption

Dave Blumhorst, V.P. Professional Services, Daptiv  

If there is a recurring theme in IT it is how to best partner with "the business". Part of the problem is the myth that "The Business" is separate from "IT" - even though they are part of the same company. There are historical reasons for this divide, however, and we will probe two of the most critical. First, IT's evolution from back-office to strategic partner and it's current legacy effects on IT - and business - thinking. Second, the more problematic problem of taking business-outcome based needs and creating technology solutions. Not only are these two different languages, it is also a necessary mis-match of skill sets needed for stating the first and delivering the second.

This will lead us to a discussion of how to successfully turn the corner from business need to technology solution. It starts with a broad understanding of the business model for the company, continues into company strategy, and then how IT strategy supports both the broader enterprise model and current strategy. Finally, we get to the classic portfolio management ideas of strategic alignment and balanced investments across various areas.

As we review the intersection between technology and business, the need for partnering with business stakeholders becomes quite obvious and leads to some pretty straightforward solutions for fostering that relationship. We will review some of the more successful models we've seen work in the field. 

Hoskins Shah Cason Campbell

4:00pm-5:00pm

Panel Discussion: Overcoming Challenges in a Global Environment

Moderator:
Jay Hoskins, Director of Product Integration, PowerSteering Software
Panelists:
Vishal Shah, Portfolio Specialist, Ford Motor Company
Ram Narain, Senior Director - PMO, Global Initiatives & Planning, Aon
Bill Cason, CTO, Troux Technologies
Jill Campbell, Director, Global IS Operations, Trimble Navigation
and other IT professionals sharing experiences and lessons learned.

 

Day 2: October 10th: Break Out Sessions with Facilitators

 

Day 2 will have two concurrent sessions running in separate rooms.

	Session A	Session B
9:00-10:00am	Engaging the Business to Mature Portfolio Governance Jennifer Ciolino, Senior Manager, Grant Thornton LLP	Overcoming Obstacles to Portfolio Management: Keeping It Simple Kim Pecylak, Global Director of Project Management, Aon Benfield
10:00-10:30am	Refreshment Break
10:30-11:30am	Visibility, Transparency, and Clarity: Telling the Portfolio Story Using Animated Graphics Keith Elliott, IT Portfolio Manager, Allstate Insurance	A Hands-On and Realistic Approach at Improving Portfolio Management and Execution Capabilities Claude Scher, IT Enterprise Portfolio Manager, MillerCoors
11:30am-12:30pm	IT Annual Planning – Gain, Without the Pain Duane Block, Former Director, USIT Project Portfolio Management, TransUnion	Portfolio Management and the Role of the IT PMO Dr. Robin Sarkar, Director - PMO, Global Information Systems, Whirlpool Corporation
12:30-1:30pm	Lunch
1:30-2:30pm	Influencing Behavior and the Power of the One-Pager Chris Peckham, Vice President, Project Standards, The Northern Trust	Governance of IT Portfolios – Setting the Standard for Excellence Jennifer Nicholus, Director of PMO and Portfolio Management, CVS/Caremark
2:30-3:00pm	Refreshment Break
3:00-4:00pm	Optimize the Project Portfolio for Change Rebecca Porterfield, Director of Project & Process Management, Performance Trust	Enterprise Resourcing and the IT Portfolio Sara J. Strock, Senior Manager, IT PMO, Large CPG Company
4:00-5:00pm	Panel Discussion:  How to Determine the ROI of Your Portfolio Management Program Moderator: Bob Schwartz, Managing Principal, Digital Celerity LLC Panelists: Amy Stein Nathan, Director Operations Project Management Office, CVS Caremark Claude Scher, IT Enterprise Portfolio Manager, MillerCoors Keith Elliott, IT Portfolio Manager, Allstate Insurance Mauricio Mejía, Manager, Operational Reporting & Development - Agile PMO, Nokia Location Content

 

8:00am - 9:00am - Registration and Continental Breakfast

9:00am-10:00am A

Ciolino

Engaging the Business to Mature Portfolio Governance

Jennifer Ciolino, Senior Manager, Grant Thornton LLP

In the accounting industry, we saw a boom in business after the Sarbanes-Oxley law passed, resulting in significant growth for our firm which drove increasing demands on the IT organization. As growth stalled due to the economic environment, the enterprise growth strategy continued to require significant new investment in IT, while we had more operational costs and more complexity in our environment with limited budget growth.

In this session, I will share our 10-year journey in maturing portfolio governance, from the “wild wild west” days through to today’s council of business leaders looking at business capabilities and creating technology roadmaps. I will share lessons learned along the way and current challenges, as well as our planned approach to continue to mature.

Topics include:

• Approach to prioritization, including sub-portfolios and those spending allocations for meeting differing business needs

• The creation of our business capability map and a technology roadmap, and how those drive investment decisions

• Master Scheduling of projects with budget, cost, and resource uncertainty, and the role of the business in that activity

• Portfolio Gating – where we are today and the path ahead

 

9:00am-10:00am B

Pecylak

Overcoming Obstacles to Portfolio Management: Keeping It Simple

Kim Pecylak, Global Director of Project Management, Aon Benfield

Depending on the size of your organization; and the maturity of your organization around the concept of Portfolio Management your approach can vary. This segment will be an interactive discussion focused on some of the more typical challenges IT organizations are faced with when introducing a Portfolio Management program. Prerequisite: A good understanding of the IT Portfolio Management Practice and Value.

10:00am -10:30am - Refreshment Break

Elliott

10:30am-11:30am A

Visibility, Transparency, and Clarity: Telling the Portfolio Story Using Animated Graphics

Keith Elliott, IT Portfolio Manager, Allstate Insurance

The IT project portfolio story is important and complex. Stakeholders need a clear understanding of not just where things stand, but where things are headed. Nothing demonstrates better how things change over time, than information rich graphics that change before your eyes.

In this session attendees will learn:

• Why clarity matters

• Take the “static” out of “status”

• “How to” session

• Statistical areas of concern

• Telling the story

• Sample animated reports

10:30am-11:30am B

Scher

A Hands-On and Realistic Approach at Improving Portfolio Management and Execution Capabilities

Claude Scher, IT Enterprise Portfolio Manager, MillerCoors

In this presentation, attendees will be presented a case study on how companies like MillerCoors are working at improving their portfolio management and execution capabilities over time by following a simple hands-on and realistic approach of measuring, prioritizing, implementing changes. The presentation will include some tips or takeaways that attendees can try to implement for their own company and take a closer look at:

• The Depth of the portfolio

• Meaningful metrics

• Portfolio Prioritization – critical success factors

• Resource / Capacity modeling

• Project dependencies

• Release management

11:30am-12:30pm A

Block

IT Annual Planning – Gain, Without the Pain

Duane Block, Former Director, USIT Project Portfolio Management, TransUnion

Annual planning is often viewed as a painful process, and practices vary wildly. However, it is possible to implement a highly repeatable planning process that effectively matches the supply of labor with the demand from business, IT and corporate stakeholders. The keys to implementing an effective and (relatively) pain-free process include having a crisp view of the pools of resources in the organization, a process for collecting and prioritizing demand and a way of narrowing the planning effort to focus only on the discretionary projects. While PPM tools can help with this effort, they are not required. Further, the PPM team can streamline the process by prepopulating as much as 70 percent of the plan based on a keen understanding of how the organization spends its recurring resource capacity (Administrative Time, Keep the Lights On Time, etc.).

Here are some things attendees will be able to takeaway:

• Remember Microeconomics - Planning is about matching the supply of labor with the demand

• Involve Finance Early and Often - Finance typically has the best view of labor supply and can provide an existing method for pooling resources

• Process is Possible, Even Without Tools - PPM tools are powerful, but the absence of one does not prevent implementing an effective annual planning process

• Culture is King – Assess your organization’s culture; if it’s metrics driven, you may be able to implement repeatable metrics to prioritize projects and greatly reduce internal debate

11:30am-12:30pm B

Sarkar

Portfolio Management and the Role of the IT PMO

Dr. Robin Sarkar, Director - PMO, Global Information Systems, Whirlpool Corporation

This presentation will focus on key elements of IT portfolio management including strategic investment planning and the linkage to business strategy, on-going management of the IT Portfolio and the challenges in meeting business expectations in an uncertain environment. The changing role of the IT PMO will also be covered including the challenges which lead to the setting up of a PMO, using a Service Catalog approach to manage stake-holders and use of predictive analytics in driving business results from IT initiatives.

Topics include:

• IT Portfolio Management - working in a global context

• The changing role of the IT PMO - key learnings and best practices

• Using the PPM Tool to enable project discipline and visibility to project risks

• Driving consistency in global project execution through the regional project competency network

 

12:30pm - 1:30pm Luncheon

1:30pm-2:30pm A

Peckham

Influencing Behavior and the Power of the One-Pager

Chris Peckham, Vice President, Project Standards, The Northern Trust

Portfolio Managers and Project Management Offices are often tasked with driving improvements into an organization. Improvement is achieved by doing things differently. And to do things differently, you need to effectively influence the behavior of your stakeholders. You've heard about techniques to consider - Methodologies, Portfolio Management Strategies, How to Align the PMO to Business Drivers. So when you choose to enable a new process, how well does your organization adopt it?

In this session, we'll explore ways to encourage adoption of processes, including the power of the one-pager. Why putting your message on a single page facilitates comprehension of the message, which in turn can influence behavior. We'll use real life examples of messages and documents that work well as one-pagers, and ones that don't. Take away from this session ideas on how to truly drive change and improvements into your organization!

1:30pm-2:30pm B

Nicholus

Governance of IT Portfolios – Setting the Standard for Excellence

Jennifer Nicholus, Director of PMO and Portfolio Management, CVS/Caremark

Investment in IT is a significant component of a company’s annual expenditures. Making inappropriate investments has a direct impact to the bottom line, as well as opportunity costs for all the projects that perhaps should have, could have, would have created value. The goal of IT Portfolio Governance is to establish processes and guidelines for the business and IT to work together to maximize the quality of those investments. This discussion will explore:

• Best practices for setting a foundation for IT Portfolio Governance success, including an exploration of a Portfolio Governance maturity model;

• The relationship between the business and IT, and how each play a role in evaluating and managing business investment in IT;

• How compliance is monitored and controlled throughout the investment and project lifecycles.

2:30pm - 3:00pm - Refreshment Break

Porterfield

3:00pm-4:00pm A

Optimize the Project Portfolio for Change

Rebecca Porterfield, Director of Project & Process Management, Performance Trust

You want us to do what? With whom? By when? And be able to change it at any time? Many of us face these questions daily and raise our hands in exasperation of what is being asked of our project portfolio. However, as the turbulent business climate continues to churn, the project portfolio really does need to be adaptable, work with fewer resources, and leave a small management footprint on the organization. In this session, we’ll explore how incorporating a few simple agile and radical management concepts into the establishment and management of your project portfolio can allow the portfolio to harvest change, not just react to it. Best of all, you can do all of these things with the resources you have now and without actually “going agile”!

3:00pm-4:00pm B

Strock

Enterprise Resourcing and the IT Portfolio

Sara J. Strock, IT Strategy - Senior Manager, IT PMO, Large CPG Company

Whether you have a PPM Tool or not, Ms. Strock will discuss why considering the Enterprise resource capability and capacity is as important as portfolio prioritization and optimization in your portfolio choices. She will highlight real-world cases of Enterprise resourcing with and without PPM Tools and how to provide the right information about resourcing to inform the portfolio choices. Ms. Strock will discuss the landmines in the way of successful enterprise resourcing as well as how to avoid them.

4:00pm-5:00pm

Schwartz Scher Elliott Mejia

Panel Discussion:  How to Determine the ROI of Your Portfolio Management Program

Moderator:
Bob Schwartz, Managing Principal, Digital Celerity LLC
Panelists:
Amy Stein Nathan, Director Operations Project Management Office, CVS Caremark
Claude Scher, IT Enterprise Portfolio Manager, MillerCoors
Keith Elliott, IT Portfolio Manager, Allstate Insurance
Mauricio Mejía, Manager, Operational Reporting & Development - Agile PMO, Nokia Location Content

 

Conference Price: $619.00 per person

Register

Each attendee will receive a certificate awarding 14 CPE credits for CISSP continuing education, in addition to 1.4 CEUs and 14 PDUs. CISSP is a registered certification mark of (ISC)², Inc.

 

Exhibits

 

As is always the case at CAMP IT Conferences events, the talks will not include product presentations.  During the continental breakfast, coffee breaks, and the luncheon break you will have the opportunity to informally meet representatives from the following sponsoring companies, who have solutions in the area of the conference.