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Conferences that solve current IT challenges

IT Portfolio Management

Wimmer

Conference Chair: Randy Wimmer, IT Portfolio Manager, MillerCoors

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

October 22-23, 2014

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

Need hotel accommodations?  CAMP IT has set up a room block for this conference.  Reserve your room here. Or call (847) 696-1234 and ask for the CAMP Conferences room block.

Regular Conference Price: $769 after October 1, 2014

Bios

IT Portfolio Management Conference Focus

  • 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

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.

Topics That Will Be Discussed

  • Defining and Implementing Strategic Business Drivers

  • Engaging the Business from Ideation Through Delivery

  • Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)

  • Defining and Implementing a Demand Prioritization Model

  • Implementing a Dependency Management Model (People, Interproject, Technology, etc.)

  • Aligning Resources to Projects OR Support but Not Both

  • The Yin & Yang of Resource Allocation and Utilization

  • Resource Management by Roles vs. People

  • Optimizing the Project Portfolio on a Quarterly Basis

  • Establishing Portfolio Delivery Scheduling

  • The Project Manager's Role in IT Portfolio Management

  • Portfolio Reporting for the Business

  • Rightsizing Governance

  • Utilizing Recent Technologies for Portfolio Management

  • Staffing an IT Portfolio Management Office

  • Top 5 Challenges to IT Portfolio Management



Early Confirmed Speakers:

*Click on the speaker's name to go directly to their talk.

Adrienne (Macmillan) DiPaolo, Executive Director, Portfolio Management & Governance, Trustmark Companies

Sameer Sawant, IT Director, CNA Insurance

Jignesh Modi, Sr. Project Manager, Project Management Office (PMO), MetroHealth Old Brooklyn Campus, Department of Information Services

George Logothetis, Senior Director, Aon Corporate Systems Group

Bruno Brunetti, Management Consultant, Office Max, Office Depot

Nancy Horwath, Consultant, Large Consumer Goods Company

Neil Goodrich, IT Manager, M. Holland Company

Jennifer Nicholus, Director EPPD, CVS Health

Jeff Kreutzer, MBA, MPM, PMP, IT Director - Program Management Office, Generac Power Systems

Rafael Matuk, Manager, IT Information Solutions Underwriters Laboratories

Jim Unander, MBA, PMP, Director of Information Technology, Million Dollar Round Table

Mike Cozzi, IT PMO Director, HAVI Global Solutions




Conference Schedule

 

  Day1 Day2


  Track A Track B
9:00-10:00am Engaging the Business to Jointly Define Portfolio Management Success Factors
Robert Stroud, Vice President Strategy & Innovation, IT Business Management Division, CA Technologies
Benefits Realization Reporting - Completing the Portfolio Management Cycle
Adrienne (Macmillan) DiPaolo, Executive Director, Portfolio Management & Governance, Trustmark Companies
Redeploying Resources to Your Most Strategic Initiatives
Nancy Horwath, Consultant, Large Consumer Goods Company
10:00-10:30am Refreshment Break Networking Break
10:30-11:30am Unified Portfolio Governance Spanning Traditional and Agile Projects
Bob Schwartz, Managing Principal, Digital Celerity
Lonnie Haire, CSM, CSPO, Principle Product Specialist, VersionOne
Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)
Sameer Sawant, IT Director, CNA Insurance
BRM: Business Relationship Management
Neil Goodrich, IT Manager, M. Holland Company
11:30am-12:30pm Optimizing the Project Portfolio on a Quarterly Basis
Ben Chamberlain, Chief Product and Marketing Officer UMT
Rapid Portfolio Analysis: Analyzing a Vast and Distributed Portfolio in 2 Weeks
Vincent Delaroche, Chairman and Chief Executive Officer, Cast Software
IT Portfolio Planning: Why We Mess it Up and How We Can Fix It
Peter Heinrich, President & CEO, PDWARE
12:30-1:30pm Lunch Lunch
1:30-2:30pm Change Management and the PMO: How to Deliver On Your Strategic Initiatives
Susan Klein, Enterprise Program Management Practice Leader, Centric Consulting
Colleen Campbell, Organizational Change Management Practice Leader, Centric Consulting
Social Collaboration in the PMO
Jignesh Modi, Sr. Project Manager, Project Management Office (PMO), MetroHealth Old Brooklyn Campus, Department of Information Services
Resource Planning: How to Properly Set Capacity Expectations
George Logothetis, Senior Director, Aon Corporate Systems Group
2:30-3:00pm Refreshment Break Networking Break
3:00-4:00pm Communications - The Dark Horse of Successful PPM
A. J. Holley, Director, Change Management & Learning, Changepoint
M&A: The Role that Project Leaders Need to Play Post Merger/Acquisition
Bruno Brunetti, M&A Portfolio Consultant to Office Depot/Office Max
Defining and Implementing a Demand Prioritization Model
Rafael Matuk, Manager, IT Information Solutions Underwriters Laboratories
4:00-5:00pm Panel:  Determining the ROI Your PMO
Moderator:
Jim McCarthy, Director, BD, Centric Consulting
Panelists:
Jennifer Nicholus, Director EPPD, CVS Health
Jeff Kreutzer, MBA, MPM, PMP, IT Director - Program Management Office, Generac Power Systems

Jim Unander, MBA, PMP, Director of Information Technology, Million Dollar Round Table
Mike Cozzi, IT PMO Director, HAVI Global Solutions
 and other professionals from IT departments sharing experiences and lessons learned
Open Networking

 

Conference Program Details

Day 1: October 22nd

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

Stroud

9:00am-10:00am

Engaging the Business to Jointly Define Portfolio Management Success Factors

Robert Stroud, Vice President Strategy & Innovation, IT Business Management Division, CA Technologies








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

10:30am-11:30am

Schwartz

Haire

Unified Portfolio Governance Spanning Traditional and Agile Projects

Bob Schwartz, Managing Principal, Digital Celerity
Lonnie Haire, CSM, CSPO, Principle Product Specialist, VersionOne

Agile development is becoming increasingly common in organizations of all sizes across all industries (88% now practicing some degree of Agile per the VersionOne State of Agile™ 8th annual report).  Agile promises benefits such as faster development and greater ability to respond to change, but can pose special challenges for planning and control championed by enterprise PMO’s.  Learn how your organization can reap the benefits of Agile principles and methods combined with the rigor of Project Portfolio Management in a critically important and highly complementary framework we call Unified Portfolio Governance.

The benefits of Agile project planning & management:

  • Faster development (faster to market).

  • More effective solutions that meet the customer’s true needs (greater business value).

  • Reduced waste and greater productivity.

  • Improved ability to manage changing priorities.

  • Greater team morale and client satisfaction.

Combined with the benefits of Unified Portfolio Governance:

  • Enterprise Capacity Planning and Resource Management

  • Portfolio Level Analysis, Planning, and Management

  • Finance department ability to Capitalize project work

Program and Project Level:

  • Resource Assignment and Management

  • Project Planning & Control (in either the Agile of Traditional tool of choice)

  • Time/Progress Tracking (in either the Agile of Traditional tool of choice)

  • Risk and Issue Management

  • Change Management

  • Status Reporting with Maximum Objectivity

  • Standardized Forms, Templates, and Reports

  • Workflow Automation with Approval Checkpoints

  • Single-source-of-truth Reporting







Chamberlain

11:30am-12:30pm

Optimizing the Project Portfolio on a Quarterly Basis

Ben Chamberlain, Chief Product and Marketing Officer UMT 

Despite significant investments in PPM, unreliable planning, cost overruns and project failures results in companies losing up to 46% of the planned business value from their project portfolios. Why? The PMO’s inability to optimize and reallocate funds due to lack of portfolio integration and financial controls. Strategic PMOs are going beyond annual planning and implementing a Dynamic Reallocation framework to realize more ROI from their project investments.

Attend this session to learn how digitalizing investment planning and controls across the PPM life-cycle provides the insights PMO’s need to measure the economic impact of under-performing projects, and proactively reallocate funds on a quarterly basis to optimize spend and maximize ROI across the portfolio.

During the session you’ll:

  • Understand why companies are at risk of not realizing 46% of planned ROI

  • Learn how to use Strategic Yield to measure project and portfolio investment performance

  • Discover the 4 important steps to implement a Dynamic Reallocation process for Project Server

  • Learn what benefits your PMO can expect from adopting a Dynamic Reallocation framework




 

12:30pm - 1:30pm Luncheon

Klein

Campbell

1:30pm-2:30pm

Change Management and the PMO: How to Deliver On Your Strategic Initiatives

Susan Klein, Enterprise Program Management Practice Leader, Centric Consulting
Colleen Campbell, Organizational Change Management Practice Leader, Centric Consulting 

Centric Consulting has worked with many companies that have struggled with successful management and execution of their IT portfolios. Often we see the same reoccurring challenges across companies regardless of size or industry. You will learn the Top 5 challenges and leave with new approaches to optimizing your organization's project management and change management capabilities. Susan and Colleen will share change management tools and ideas that support project selection through implementation for powerful portfolio management.





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

Holley

3:00pm-4:00pm

Communications - The Dark Horse of Successful PPM

A. J. Holley, Director, Change Management & Learning, Changepoint

When we think of the change that looming projects, programs or new technology will bring to employees, it's easy to gravitate to thoughts of new system requirements, actions people will need to perform, or even how to provide learning opportunities. While these are all part of success criteria, one element may be taking a back seat when it should be the leading effort in any initiative--clear and timely communications. You might be thinking, "Yeah, right. Communication is always a problem--and we don't have resources for that. If we just build a strong project team, we'll be fine." Machines, scripts or even processes are fairly predictable; people are not. And your audience doesn't know what you've been planning, or why, if they're not in the room. Taking a more realistic look at your audiences and finding ways to best engage them will pay exponential dividends for your IT or PPM practice.






4:00pm-5:00pm

McCarthy

Nicholus

Kreutzer

Unander

Cozzi

Panel:  Determining the ROI Your PMO

Moderator:
Jim McCarthy, Director, BD, Centric Consulting
Panelists:
Jennifer Nicholus, Director EPPD, CVS Health
Jeff Kreutzer, IT Director - Program Management Office, Generac Power Systems
Jim Unander, Director of Information Technology, Million Dollar Round Table
Mike Cozzi, IT PMO Director, HAVI Global Solutions
and other professionals from IT departments

Content that will be covered:

  • Calculating the financial return of the projects in the portfolio

  • Categorizing projects based on the proposed value to the enterprise

  • When to get rid of projects in the portfolio when they are not delivering

  • How to complete more project on time and within budget

  • How to improve employee productivity by taking on resource allocation










Day 2: October 23rd: Break Out Sessions with Facilitators

 

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


Session A Session B
9:00-10:00am Benefits Realization Reporting - Completing the Portfolio Management Cycle
Adrienne (Macmillan) DiPaolo, Executive Director, Portfolio Management & Governance, Trustmark Companies
Redeploying Resources to Your Most Strategic Initiatives
Nancy Horwath, Consultant, Large Consumer Goods Company
10:00-10:30am Refreshment Break
10:30-11:30am Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)
Sameer Sawant, IT Director, CNA Insurance
BRM: Business Relationship Management
Neil Goodrich, IT Manager, M. Holland Company
11:30am-12:30pm Rapid Portfolio Analysis: Analyzing a Vast and Distributed Portfolio in 2 Weeks
Vincent Delaroche, Chairman and Chief Executive Officer, Cast Software
IT Portfolio Planning: Why We Mess it Up and How We Can Fix It
Peter Heinrich, President & CEO, PDWARE
12:30-1:30pm Lunch
1:30-2:30pm Social Collaboration in the PMO
Jignesh Modi, Sr. Project Manager, Project Management Office (PMO), MetroHealth Old Brooklyn Campus, Department of Information Services
Resource Planning: How to Properly Set Capacity Expectations
George Logothetis, Senior Director, Aon Corporate Systems Group
2:30-3:00pm Refreshment Break
3:00-4:00pm M&A: The Role that Project Leaders Need to Play Post Merger/Acquisition
Bruno Brunetti, M&A Portfolio Consultant to Office Depot/Office Max
Defining and Implementing a Demand Prioritization Model
Rafael Matuk, Manager, IT Information Solutions Underwriters Laboratories
4:00-5:00pm Open Networking

 

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

9:00am-10:00am A

DiPaolo 

Benefits Realization Reporting - Completing the Portfolio Management Cycle

Adrienne (Macmillan) DiPaolo, Executive Director, Portfolio Management & Governance, Trustmark Companies 

You've delivered your project on time, within budget, the customer has signed it off and you've completed your end project report. The end! You've finished the project, time to move on, right? For the project manager, that is most often the case. For the project sponsor and portfolio manager, there is still work to be done. The benefits will more than likely not automatically to drop out of a project with no additional effort.

While project managers are in a unique position to help your customer gain the benefits detailed in the business case, the project sponsor is the one who should be ultimately responsible for ensuring that the stated benefits are achieved.

In addition to providing an overview of a Benefits Realization framework, attendees will also get insights regarding:

  • Maturing business case development and partnering with Finance

  • Sponsor and stakeholder engagement, specific to benefits realization

  • The role of the portfolio manager in the benefits realization process

  • Managing data related to benefits realization

 

9:00am-10:00am B

Horwath

Redeploying Resources to Your Most Strategic Initiatives

Nancy Horwath, Consultant, Large Consumer Goods Company

Rapidly changing business conditions demand flexibility, quick response and an ability to reinvent the PMO. Simplification is needed to enable this. So is the art of prioritizing, managing and smoothly implementing the many changes necessary to take the PMO from where it is to where it needs to go. This is really Business Transformation.

  • Focus on delivering business value

  • Establish “Just Enough” project management

  • Implement Client Prioritization process

  • Meet Commitments and Manage Expectations

  • Align Priorities with Strategies

  • Redeploy resources to your most strategic initiatives










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

Sawant

10:30am-11:30am A

Creating a Framework for Managing Different Types of Work (Projects, Services, Break/Fix)

Sameer Sawant, IT Director, CNA Insurance 

Objective is to conceptualize a framework of delivery models based on categorization of “work types” and discuss how strategy, planning, delivery and governance varies for each of these types.

This session will cover aspects of:

  • Key Drivers – Triggers that initiate “work”

  • Work Categorization –Differentiating type of “work”

  • Intake Process – Process for work intake

  • Governance Structure – Delivery Management and Reporting

  • Generalized Framework – In a nut shell






10:30am-11:30am B

Goodrich

BRM: Business Relationship Management

Neil Goodrich, IT Manager, M. Holland Company 

Business Relationship Management is a nebulous, dynamic affair for which there is no training manual. The person with this role not only speaks with the entire IT team’s voice, but is also answerable to all of their wins and losses. On any given day, successful BRM may demand equal parts psychology, communication, technical expertise and thought leadership. The goal of this session is to explore:

  • Creating the virtuous cycle of IT culture and BRM success

  • Reading the signs and staying one step ahead

  • The evolution from break-fix to think tank and its impact on BRM






11:30am-12:30pm A

Delaroche

Rapid Portfolio Analysis: Analyzing a Vast and Distributed Portfolio in 2 Weeks

Vincent Delaroche, Chairman and Chief Executive Officer, Cast Software 

The size and complexity of the IT landscape are increasing, yet we lack the fundamental insight into our core and most complex IT assets – our business-critical custom applications. As a result, business and economic risks linked to such apps are soaring while the reliability of our IT systems is more critical than ever and the allocated budget is getting thinner year after year.

During this session the speaker will cover best practices for application portfolio analysis and demonstrate a data-driven approach to mitigate risk and reduce cost. Through a real-life case study, the speaker will discuss how a global financial institution with over 150 geographically dispersed IT systems quickly gained visibility into its vast portfolio to inform IT planning and budgeting decisions, reduce maintenance costs and mitigate software risks.





11:30am-12:30pm B

Heinrich

IT Portfolio Planning: Why We Mess it Up and How We Can Fix It

Peter Heinrich, President & CEO, PDWARE

This presentation looks at some of the causes of portfolio and project under performance and shows how to overcome them. It also presents an argument for capturing financials, both costs and benefits, as part of the planning process.






 

12:30pm - 1:30pm Luncheon

1:30pm-2:30pm A

Modi

Social Collaboration in the PMO

Jignesh Modi, Sr. Project Manager, Project Management Office (PMO), MetroHealth Old Brooklyn Campus, Department of Information Services   

The main theme of the presentation is socially collaborating in the organization and integrating with every department of the organization.

Many PMOs work in one corner of the organization. Social PMO will bring PMO in the center of the organization. The need for the Social PMO will be discussed and how PMO capabilities can be leveraged to bring PMO in the center of the organization to be more effective and deliver results will be shared. Social PMO increases the ROI, efficiency and strategically fits the organization today.

This will benefit PMO Directors, Portfolio Managers, Program Managers, Project Managers and CXO's, other leaders of the organization.






1:30pm-2:30pm B

Logothetis

Resource Planning: How to Properly Set Capacity Expectations

George Logothetis, Senior Director, Aon Corporate Systems Group

Effective Portfolio Management involves partnering with your business counterparts to set detailed strategic plans which inform, budget, internal and external third parties brought to bear over a projected time horizon. This session will cover strategies to combine your portfolio’s delivery vision coupled with inevitably ongoing and growing “need right now” business demand. This will to develop resource forecasts to drive capacity planning while still ensuring flexibility is in consistently in place to enable a nimble and dynamic team. Lastly, a key focus will also be spent on how continual team learning, growth succession planning and innovation plays a large role in capacity planning.






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

 

3:00pm-4:00pm A

M&A: The Role that Project Leaders Need to Play Post Merger/Acquisition

Bruno Brunetti, M&A Portfolio Consultant to Office Depot/Office Max








3:00pm-4:00pm B

Matuk

Defining and Implementing a Demand Prioritization Model

Rafael Matuk, Manager, IT Information Solutions Underwriters Laboratories

The 21st Century, Post-recession business environment has introduced significant challenges to the traditional models of IT demand prioritization. Scrutiny of IT investment, resource scarcity, in addition to the mainstream use of new models like software as a service, cloud and social computing, has dramatically changed the IT-Business relationship. Innovative, lean demand prioritization approaches are required to confront these challenges and maintain the relevance of IT organizations as key business partners.

This session will cover the basic aspects of a model of IT demand prioritizations based on a combination of value creation, mission and value alignment, as well as agile/lean principles. Although research and commonly accepted practices will be presented, we hope the session will provoke attendees to question traditional methods in favor of alternative ways to rapidly adapt IT portfolios to constantly changing business conditions.







4:00pm-5:00pm

 

Open Networking






 


 

 


Early Bird Conference Price: $719 per person if registered on or before October 1, 2014
Regular Conference Price: $769 after October 1, 2014

Registerr

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.