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Conferences that solve current IT challenges

IT Portfolio Management

Wimmer

Conference Chair: Randy Wimmer, BIS Release Manager, MillerCoors

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

March 13-14, 2013

9:00am-5:00pm

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

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

Conference Price: $689.00 per person

Bios

Click here for discounted hotel rates

Conference 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.

This two-day conference will focus on the following:

  • Real world experiences from your fellow practitioners

  • Best Practices (e.g. PMBOK vs. ITIL) and Tools neutral

  • Portfolios – Infrastructure, Application, Service, Discretionary

  • Activities

    • Strategy - Business Drivers, Financial Budgeting

    • Demand Management - Ideation, Work Request Processing including Estimation/Cost Benefit/Approval/Scoring

    • Supply/Capacity Management - People, Technical, Dependency and the related Sourcing Strategies

    • Optimization - Trade Off Analysis, Selection, Scheduling

    • Delivery Management – Incident & Problem, Service Catalog, Project, Program, Release
      Reporting

    • Governance

Early Confirmed Speakers From IT Departments Include:

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

Tim Washington, Portfolio Analyst, Costco

Greg Hubbard, Executive Director, Technology, Cengage Learning

Rich Skibski, PMO Solutions Manager, Grant Thornton LLP

Rebecca Porterfield, Director, Project Management Office, Performance Trust

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

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

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

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

Claude Scher, IT Enterprise Portfolio Manager, MillerCoors

Lisa Snyder, IT Director, Project Management Office, Constellation Brands, Inc.

Paul Niser, VP, Information Technology, Grosvenor Capital Management

Richard Cunliffe, Sr. Manager, Global IT Build, Hollister

Tom Lentz, Senior IT Business Relationship Manager, Motorola Solutions

Bill Stamos, Associate Director, IT PMO, Astellas










Conference Schedule

 

  Day1 Day2


    Session A Session B
9:00-10:00am Business Driven PMO: Driving Results with Top-Down Portfolio Management
Jeanine Vincent, Business Consultant, Oracle
The Split Personality of the PMO: Effectively Leverage Capacity to Meet Demand
Jen Ciolino, Senior Manager, Portfolio Management, Grant Thornton and
Rich Skibski, PMO Solutions Manager, Grant Thornton
Framework for Tool Selection
Paul Niser, VP, Information Technology, Grosvenor Capital Management
10:00-10:30am Refreshment Break Networking Break
10:30-11:30am Defining an Enterprise Data Model to Effectively Run the Business of IT
Charlie Curcio, Financial Management Consultant, UMT
PPM Maturity – A Case Study Constellation Brands IT
Lisa Snyder, IT Director, Project Management Office, Constellation Brands, Inc.
Innovation Driven Portfolio Management
Michael Rodak, VP North American Manufacturing, Pcubed
Rich Weller, Senior Manager, Pcubed
11:30am-12:30pm How to Create an Effective Portfolio Governance Framework
Adrienne DiPaolo, Consultant, Results Positive
Visibility, Transparency, and Clarity: Telling the Portfolio Story Using Animated Graphics           R. Keith Elliott, IT Portfolio Manager, Allstate Building Smarter and Healthier Organizations Through Project Portfolio Management
Tim Washington, Portfolio Analyst, Costco
12:30-1:30pm Lunch Lunch
1:30-2:30pm Taking the Mystery out of IT PPM Metrics & Financial Management
Noland Eidsmoe, Solutions Architect, Engagement Manager, Digital Celerity
John Fechenbach, Practice Director, Digital Celerity
Optimize the Project Portfolio for Change
Rebecca Porterfield, Director, Project Management Office, Performance Trust
 Influencing Behavior and the Power of the One-Pager
Chris Peckham, Vice President, Project Standards Northern Trust
2:30-3:00pm Refreshment Break Networking Break
3:00-4:00pm Creating and Using Scoring Models to Align the IT Portfolio to Organizational Strategies
Claire Schwartz, Senior Business Process Consultant, Daptiv
Applying Lean & Six Sigma to Portfolio Management
Claude Scher, IT Enterprise Portfolio Manager, MillerCoors

Building and Leading Teams for 2013 and Beyond
Greg Hubbard, Executive Director, Technology, Cengage Learning
4:00-5:00pm How to Achieve Buy-In for Your IT Portfolio Management Program (Panel)
Moderator:
Tony McClain, Senior Client Partner, Geneca

Panelists:
Ram Narain, Senior Director - PMO, Global Initiatives & Planning, Aon
Claude Scher, IT Enterprise Portfolio Manager, MillerCoors
Richard Cunliffe, Sr. Manager, Global IT Build, Hollister
Tom Lentz, Senior IT Business Relationship Manager, Motorola Solutions
Bill Stamos, Associate Director, IT PMO, Astellas
Open Networking

 

Conference Program Details

 

Day 1: March 13th

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

Vincent

9:00am-10:00am

Business Driven PMO: Driving Results with Top-Down Portfolio Management

Jeanine Vincent, Business Consultant, Oracle

As the number of PMOs increase, so do expectations. Many organizations rely upon their PMOs to help develop project plans, manage issues and risks, and report progress. While these activities are an integral part of the PMO, companies have an opportunity to incorporate additional activities into their PMO to enhance its value and effectiveness. No longer is it enough to simply lead governance or monitor methodology. Instead, PMOs must provide tangible, repeatable, long-term benefits. To do so, they must be customized from the start to align with organizational strategy and be prepared to change as corporate strategy shifts. This session will provide some recommendations to help evolve your PMO into a more strategic asset.

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

10:30am-11:30am

Curcio

Defining an Enterprise Data Model to Effectively Run the Business of IT

Charlie Curcio, Financial Management Consultant, UMT

High performing IT Organizations focus on effectively running the business of IT. To do so, they rely on metrics to understand their performance level and to identify early warning signs of breakage. Developing a holistic data model and financial framework is key to driving transparency across all IT domains. To that end, this session will focus on one IT CFO’s experience in defining what it means to effectively Run the business of IT.

DiPaolo

11:30am-12:30pm

How to Create an Effective Portfolio Governance Framework

Adrienne DiPaolo, Consultant, Results Positive

The economy the past few years has created more visibility and scrutiny on approving and funding both strategic and non-strategic projects which has become more and more critical for organizations to maintain and expand their market share. This has created the need for effective portfolio governance framework and project prioritization, categorization, and selection criteria to ensure the organization is investing in the right project initiatives. Another one of the keys to success is understanding the role of the PMO organizations and the opportunity for the PMO to become a valued partner with both business and technology leaders.

This session will provide some best practice frameworks, approaches and strategies that can be employed to establish an lean Portfolio Governance framework centered on driving results and strategic value to your organization.

12:30pm - 1:30pm Luncheon

Eidsmoe

Fechenbach

1:30pm-2:30pm

Taking the Mystery out of IT PPM Metrics & Financial Management

Noland Eidsmoe, Solutions Architect, Engagement Manager, Digital Celerity
John Fechenbach, Practice Director, Digital Celerity

Many technology professionals are challenged to implement effective IT PPM Financial Management systems and methods. ITFM concepts such as chargeback, activity based costing, direct and indirect costs, and the use of appropriate usage metrics, are very different from the world of provisioning virtual machines and cloud resources, system and network monitoring, and managing a Service Desk.

In this discussion, you will hear from several organizations that have already deployed solutions to automate their ITFM policies, and some practical information on how to identify the cost of providing your services, providing financial insight and related metrics, and enabling the business to understand their consumption rates.

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

Schwartz

3:00pm-4:00pm

Creating and Using Scoring Models to Align the IT Portfolio to Organizational Strategies

Claire Schwartz, Senior Business Process Consultant, Daptiv

More and more organizations are turning to multi-dimensional scoring models as the means for evaluating and prioritizing proposed projects. But not all scoring models are created equal and building one can be challenging due to disparate organizational goals, politics and personal agendas. In this session we’ll discuss some of the challenges and share practical approaches for creating a usable scoring model and getting organizational support for its use.

McClain

Scher

Lentz

Stamos

Cunliffe

4:00pm-5:00pm

How to Achieve Buy-In for Your IT Portfolio Management Program (Panel)

Moderator:
Tony McClain, Senior Client Partner, Geneca
Panelists:
Ram Narain, Senior Director - PMO, Global Initiatives & Planning, Aon
Claude Scher, IT Enterprise Portfolio Manager, MillerCoors
Richard Cunliffe, Sr. Manager, Global IT Build, Hollister
Tom Lentz, Senior IT Business Relationship Manager, Motorola Solutions
Bill Stamos, Associate Director, IT PMO, Astellas

In this session attendees will learn proven techniques for managing their IT portfolios and pitfalls to avoid.















Day 2: March 14th: Break Out Sessions with Facilitators

 

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


Session A Session B
9:00-10:00am The Split Personality of the PMO: Effectively Leverage Capacity to Meet Demand
Jen Ciolino, Senior Manager, Portfolio Management, Grant Thornton and
Rich Skibski, PMO Solutions Manager, Grant Thornton
Framework for Tool Selection
Paul Niser, VP, Information Technology, Grosvenor Capital Management
10:00-10:30am Networking Break
10:30-11:30am PPM Maturity – A Case Study Constellation Brands IT
Lisa Snyder, IT Director, Project Management Office, Constellation Brands, Inc.
Innovation Driven Portfolio Management
Michael Rodak, VP North American Manufacturing, Pcubed
Rich Weller, Senior Manager, Pcubed

11:30am-12:30pm Visibility, Transparency, and Clarity: Telling the Portfolio Story Using Animated Graphics
R. Keith Elliott, IT Portfolio Manager, Allstate
Building Smarter and Healthier Organizations Through Project Portfolio Management
Tim Washington, Portfolio Analyst, Costco
12:30-1:30pm Lunch
1:30-2:30pm Optimize the Project Portfolio for Change
Rebecca Porterfield, Director, Project Management Office, Performance Trust
Influencing Behavior and the Power of the One-Pager Chris Peckham, Vice President, Project Standards Northern Trust
2:30-3:00pm Networking Break
3:00-4:00pm Applying Lean & Six Sigma to Portfolio Management
Claude Scher, IT Enterprise Portfolio Manager, MillerCoors
Building and Leading Teams for 2013 and Beyond
Greg Hubbard, Executive Director, Technology, Cengage Learning
4:00-5:00pm Open Networking

 

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

9:00am-10:00am A

Ciolino

Skibski

The Split Personality of the PMO: Effectively Leverage Capacity to Meet Demand

Jen Ciolino,  Senior Manager, Portfolio Management, Grant Thornton and
Rich Skibski, PMO Solutions Manager, Grant Thornton

The PMO has the responsibility to find ways to deliver business value by meeting the prioritized demand, while at the same time preserving the effectiveness and efficiency (and sanity!) of the IT staff. Finding the right balance requires prioritization and capacity planning to work in concert with one another.

Topics covered in this session include the following:

  • Intake processes, prioritization and types of demand

  • Resource setup and capacity management processes

  • Management reporting

  • Master scheduling: where it all comes together

9:00am-10:00am B

Niser

Framework for Tool Selection

Paul Niser, VP, Information Technology, Grosvenor Capital Management

The process of managing your organization’s initiatives can be greatly enhanced with the use of a Project and Portfolio Management (PPM) application. However, identifying, selecting and implementing a PPM solution is no easy task. Careful consideration must be given in areas such as requirements, organizational culture and cost to be successful.

In this session you learn how to:

  • Understand the landscape of various project and portfolio management tools

  • Understand how to approach requirements for various PPM solutions

  • Understand effective ways to approach the selection process

  • Understand how to effectively move from selection to implementation

10:00am -10:30am - Networking Break

Snyder

10:30am-11:30am A

PPM Maturity – A Case Study Constellation Brands IT

Lisa Snyder, IT Director, Project Management Office, Constellation Brands, Inc.

This session will review the IT Portfolio Management evolution at Constellation Brands over an 8 year period as a case study. Looking at the Project Portfolio Management Maturity Model, a book by James S. Pennypacker and applying it at Constellation Brands. It will discuss which piece we focused on first, how to keep things simple, and which pieces were successful.

10:30am-11:30am B

Rodak

Weller

Innovation Driven Portfolio Management

Michael Rodak, VP North American Manufacturing, Pcubed
Rich Weller, Senior Manager, Pcubed

How can an organization transform itself from one that merely manages a portfolio of projects to an organization that is more creative in establishing the right projects of the future and agile enough to quickly shift focus when needed? This presentation will focus on “The 5 E’s of Innovation”. Some concepts may be new and theoretical, but the documented approach has been proven and we will review real company examples to provide context.

11:30am-12:30pm A

Elliott

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

R. Keith Elliott, IT Portfolio Manager, Allstate

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

11:30am-12:30pm B

Washington

Building Smarter and Healthier Organizations Through Project Portfolio Management

Tim Washington, Portfolio Analyst, Costco

Portfolio Management is a critical piece for bridging strategic leadership, strategic IQ, and organizational health. Senior leaders can build smarter and healthier organizations by adopting portfolio management.

Key takeaways include: 

  • The role of leadership in creating healthy organizations

  • Right-sizing governance as a key part of organizational infrastructure

  • Managing PPM data to improve resource capacity management, realize project benefits, and build better business cases.

12:30pm - 1:30pm Luncheon

1:30pm-2:30pm A

Porterfield

Optimize the Project Portfolio for Change

Rebecca Porterfield, Director, Project Management Office, 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 creation 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”!

1:30pm-2:30pm B

Peckham

Influencing Behavior and the Power of the One-Pager

Chris Peckham, Vice President, Project Standards 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!

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

Scher

3:00pm-4:00pm A

Applying Lean & Six Sigma to Portfolio Management

Claude Scher, IT Enterprise Portfolio Manager, MillerCoors

In this session, the presenter will provide a high level overview of 6 sigma (DMAIC and DMADV) and discuss about similarities and general differences between 6 sigma and Project Portfolio management
This interactive presentation will then cover some of the 6 sigma concepts and tools that can be applied to Project and Portfolio Management.   Many of us are using some of those every day without really making the connection.

The main takeaway is that you do not need to invest in an expensive top down deployment of 6 sigma to leverage some of the benefits for your PPM initiatives and participants will have opportunity upon their return to work to experiment with some of those tools and ideas presented.

3:00pm-4:00pm B

Hubbard

Building and Leading Teams for 2013 and Beyond

Greg Hubbard, Executive Director, Technology, Cengage Learning

It used to be that a centrally located, homogeneous team, with low turnover worked on a single project for twelve or more months. This team had a strict command and control structure and a limited number of possible changes. Now, we have teams that span generations (X, Millennial and Baby Boomer), departments and time zones and has to operate in “internet time”.

In this session, we will discuss building and leading teams in this new reality.

Topics Include:

  • Building teams from scratch

  • Remodeling existing teams

  • Team maintenance
  • Promoting your team

  • Common misconceptions

  • Dealing with distributed teams

 

4:00pm-5:00pm


Open Networking

 


 


Conference Price: $689.00 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.