Conferences that solve current IT challenges

IT PMO / Portfolio Management

Conference Chair: Randy Wimmer, IT Portfolio Manager, Walgreens

Wimmer

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

November 2-3, 2016

9:00am-5:00pm

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

Conference location: Plano Centre, Plano Texas

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

Early confirmed speakers from IT departments include:

Sergey Chernov, Director, Global IT Delivery, Hollister Inc.

Danielle Cooper, Senior Manager IT PMO and Governance, TXU Energy

Connie Inman, Director PMO, Buckeye Partners

Alyce Reopelle, PMO Consultant, NTT Data

Pat Saint, Global IT Portfolio Manager, Roche Diagnostics

Claude Scher, PMO Manager, Charter Manufacturing

Wade Stoddard, Former Program Manager, CVR Energy

Jeff Manhardt, Vice President - Program Manager, M&T Bank



    *Subject to Change
    Click on a title to go directly to the talk.

      Day1   Day2
          Track A Track B
    9:00-9:50am Digital Era: Leading Change and Delivering Value
    Brian Nathanson, Sr. Principal Product Manager, CA Technologies
    9:00-10:00am Governance and IT Financial Management: How to Achieve Accountability and Transparency
    Annur Sumar, CTO, MaeTech

    Achieve Strategic Success with Resource Portfolio Management
    Greg Bailey, Vice President, ProSymmetry

    9:50-10:20am Refreshment Break 10:00-10:15am Networking Break
    10:20-11:10am Understanding the Priorities and Tackling the Challenges of the PMO
    Carina Hatfield, CPA, Product Manager, Planview
    10:15-11:15am Evolution of Delivery Office
    Danielle Cooper, Senior Manager IT PMO and Governance, TXU Energy
    IT Project Prioritization Development Model
    Connie Inman, Director PMO, Buckeye Partners
    11:10am-12:00pm Leading and Communicating with Multi-Generational Project Teams
    Lorie Gibbons, PMP, Chief Executive Officer, FiT4 Business Group
    11:15-12:15pm

    Learn from 3 Failed Attempts at Resource Management
    Jeff Manhardt, Vice President - Program Manager, M&T Bank

    Enterprise Architecture and IT Portfolio Management
    Sergey Chernov, Director, Global IT Delivery, Hollister Inc.
    12:00-1:00pm Lunch 12:15-1:15pm Lunch
    1:00-1:50pm Transparency is Key - Leveraging Project PPM
    Rebecca Knight, President, Blue Sky Consulting
    John Riopel, President, PM Providers
    1:15-2:15pm PMOs Cannot Be Built. They Must be Grown to Fit Within the Culture and Environment of the Organization
    Alyce Reopelle, PMO Consultant, NTT Data
    Baby Steps To An Effective PMO
    Wade Stoddard, Former Program Manager, CVR Energy
    1:50-2:40pm Scaling Agile and Lean Across the Enterprise
    Eric Gonzales, Senior Solutions Engineer, Changepoint
    2:15-3:15pm Effective PMO Presence - Leading Teams With EQ
    Patricia Saint, Global IT Portfolio Manager, Colonel (retired) U. S. Marine Corps Reserve, Roche Diagnostics, North America
    Grow Your PPM Performance by Growing Your Reporting Capabilities
    Claude Scher, PMO Manager, Charter Manufacturing
    2:40-3:10pm Refreshment Break
    3:10-4:00pm Federated Organizations and Data: How IT Portfolio Solutions Relate to Enterprise Architecture
    Randy R. Ridley, Senior Vice President of Sales and Operations, InQuisient
    4:00-4:50pm Evidence-Based Portfolio and Project Risk Assessment
    William Dickenson, Director of Solution Delivery, CAST Software
    3:15-4:15pm Open Networking

Conference Program

Day 1: November 2, 2016

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

Nathanson

9:00am-9:50am

Digital Era: Leading Change and Delivering Value

Brian Nathanson, Sr. Principal Product Manager, CA Technologies

In the digital age, business and customer expectations are immediate and changing on a daily basis. Today's technology consumer expects an engaging technology experience, while management focuses ever more on delivering "value." Join Brian Nathanson, Sr. Principal Product Manager for CA Project & Portfolio Manager (CA PPM), as he discusses the challenges you can face in realizing efficiency, agility, and value without losing visibility and governance. He will (1) share the latest insights his team has gained applying decades of real-world experience to this very current problem, (2) provide actionable advice that you can take back and use on the job, and (3) hopefully provide a few smiles or laughs along the way.












9:50am -10:20am - Refreshment Break

Hatfield 

10:20am-11:10am

Understanding the Priorities and Tackling the Challenges of the PMO
The PMO may just be able to drive innovation in prioritization with continuous planning

Carina Hatfield, CPA, Product Manager, Planview 

In a recent CIO QuickPulse Survey of IT leaders, the vast majority (85 percent) report that their IT organizations deviate from the approved annual plan several times per year to meet internal and market demands. How often do you find yourself in a similar situation? Participate in the session with Carina Hatfield, Product Manager at Planview, for more insights from this recent survey. Also, join in to learn how to proactively manage the challenges around overcommitting resources and readjusting priorities for new incoming demand and existing work to successfully pave the way in today’s digital transformation.










Gibbons

11:10am-12:00pm

Leading and Communicating with Multi-Generational Project Teams

Lorie Gibbons, PMP, Chief Executive Officer, FiT4 Business Group 

For the first time ever in the work history of corporations there are now six generations together in one office. The diverse goals, motivators, communication styles and work/life balance priorities across the different generations can be a recipe for problems or a wildly, diverse, creative solution for companies that embrace it!

Starting with GI Generation – Born 1901-1924, Silent Generation – Born 1925-1945, Baby Boomers – Born 1946-1964, Generation X – Born 1965-1977, Generation Y – Born 1978-1994, through the Millennials – Born 1995-present; all grew up in different times, have wide-ranging value sets and often conflicting communication styles. In this discussion we will focus on how to lead and communicate with Multi-Generational teams.

Objectives of this discussion are to propose how to:

  • Identify and understand differences across the generations
  • Identify and understand the difference in communication styles
  • Identify and understand the changes in approach to working
  • Assess strategies to bridging the gap between generations










12:00pm - 1:00pm Luncheon

Knight

Riopel

1:00pm-1:50pm

Transparency is Key - Leveraging Project PPM

Rebecca Knight, President, Blue Sky Consulting
John Riopel, President, PM Providers

While many organizations are adopting agile project methodologies for all or some of their project portfolio, business leaders still struggle with how to maintain overall planning capabilities for these projects. The inherent flexibility of Agile Project Management often conflicts with other management needs such as budgeting, scope accountability, and project portfolio selection processes that must be supported.

So how can you deliver critical forecasting data needed at the enterprise level while maintaining the flexibility needed to run an Agile methodology? Join us to better understand Agile and Traditional project management concepts, terminology, and how competing business needs can be met using each of these forecasting techniques. Maximize the portfolio involvement with the right methodology!













1:50pm-2:40pm

Gonzales

Scaling Agile and Lean Across the Enterprise

Eric Gonzales, Senior Solutions Engineer, Changepoint

Constant change is driving corporate project/program management officers (PMOs) to adapt to an environment where change is the new normal. In response, PMO executive are re-evaluating traditional planning and delivery practices which do not sustain or amplify and organization’s ability to focus on core strategic objectives (CSOs) while innovating. PMO executives and enterprise architecture designers have been cautiously adopting agile approaches on smaller projects, but scaling agile approaches to the enterprise has proven a challenge. The solution is to adopt a PMO center-of-excellence approach to balance planning and lightweight, service-orientated development approaches. This talk will outline best practices for supporting agile at scale by using specific best practices around people, process, culture, and benefits realization.











2:40pm - 3:10pm - Refreshment Break

Ridley

3:10pm-4:00pm

Federated Organizations and Data: How IT Portfolio Solutions Relate to Enterprise Architecture

Randy R. Ridley, Senior Vice President, InQuisient

Federated organizations face unique challenges: with many divisions each with their own networks, CIOs, and systems, it is often impossible to build an overarching view that clearly and in an up-to-date manner represents what’s going on across the disparate organizations. Still, leadership needs this overview to make good decisions, and most manual paper drill approaches just don’t work.

The Department of Defense is an excellent example of a large federated organization that is solving this challenge through an innovative solution that enables a seamless view for the C-Suite across all the disparate organizations and systems, while also aligning with its Enterprise Architecture. DoD is mandated to work within a framework called the Business Enterprise Architecture (BEA). The BEA is the enterprise architecture for the DoD Business Mission Area and reflects DoD business transformation priorities; the business capabilities required to support those priorities; and the combinations of enterprise systems and initiatives that enable those capabilities. It also supports use of this information within an End-to-End (E2E) framework.

The BEA framework also guides information technology investment management to align with strategic business capabilities as required by the Clinger-Cohen Act, and supports Office of Management and Budget (OMB) and Government Accountability Office (GAO) policies.

This presentation will discuss how DoD is solving the problem of managing billions in IT spending, working within the BEA framework.













4:00pm-4:50pm

Dickenson

Evidence-Based Portfolio and Project Risk Assessment

William Dickenson, Director of Solution Delivery, CAST Software

Identification of IT projects at risk is challenging for project managers even within the most mature processes and tools in hand. Currently, project managers rely on subjective assessment and subject matter opinion or good old trial and error to identify technical risks in the systems, applications and source code that will derail projects and hinder project teams.
As time-to-market pressures accelerate and budgets remain constrained, IT project management professionals must seek systematic methods to identify and quantify the impact of technical risks on project performance.

This presentation will share a hotel and entertainment company’s journey to implement a predictive, systematic approach to identifying troubled projects and automate assessment of the critical business systems, application and source code. As a result, the company has been able to gain insight into the underlying technical state of these systems, understand how these technical attributes will affect project team performance, justify remediation investment to remedy technical risk and fine-tune project plans and budgets based on this insight.

In this session, participants will learn:

  • How the company was able to identify potential troubled projects across a large IT portfolio.
  • Understand objective assessment and benchmarking to help project managers and PMOs build the business case for improvement.
  • How a detailed analysis reveals technical barriers that slow project team performance and drain resources.
  • Understand how the assessment of IT team output can reveal productivity indicators about the team and how these can be used in forward looking planning.

Following the presentation, Bill will dive deeper into these topics during a breakout session.










Day 2*: November 3rd: Break Out Sessions with Facilitators

*Day 2 will have concurrent sessions running in separate rooms

  Track A Track B
9:00-10:00am

Governance and IT Financial Management: How to Achieve Accountability and Transparency
Annur Sumar, CTO, MaeTech

Achieve Strategic Success with Resource Portfolio Management
Greg Bailey, Vice President, ProSymmetry

10:00-10:15am Networking Break
10:15-11:15am Evolution of Delivery Office
Danielle Cooper, Senior Manager IT PMO and Governance, TXU Energy
IT Project Prioritization Development Model
Connie Inman, Director PMO, Buckeye Partners
11:15-12:15pm Learn from 3 Failed Attempts at Resource Management
Jeff Manhardt, Vice President - Program Manager, M&T Bank
Enterprise Architecture and IT Portfolio Management
Sergey Chernov, Director, Global IT Delivery, Hollister Inc.
12:15-1:15pm Lunch
1:15-2:15pm PMOs Cannot Be Built. They Must be Grown to Fit Within the Culture and Environment of the Organization
Alyce Reopelle, PMO Consultant, NTT Data
Baby Steps To An Effective PMO
Wade Stoddard, Former Program Manager, CVR Energy
2:15-3:15pm Effective PMO Presence - Leading Teams With EQ
Patricia Saint, Global IT Portfolio Manager, Colonel (retired) U. S. Marine Corps Reserve, Roche Diagnostics, North America
Grow Your PPM Performance by Growing Your Reporting Capabilities
Claude Scher, PMO Manager, Charter Manufacturing

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

9:00am-10:00am A

Sumar

Governance and IT Financial Management: How to Achieve Accountability and Transparency

Annur Sumar, CTO, MaeTech

It is essential to have accurate views of cost information. To effectively enable this, IT Financial leaders must have an effective governance framework.

In this session attendees will learn:

  • How to build and implement a governance framework
  • How to create cost recovery models
  • How to socialize this internally













9:00am-10:00am B

Achieve Strategic Success with Resource Portfolio Management

Greg Bailey, Vice President, ProSymmetry

Today’s organizations face a wider range of challenges than ever before. Markets are interacting more dynamically; technology is changing the rules of the game; and economic, geopolitical and social shifts are bringing about unexpected developments.

The businesses environment is more fluid than ever before – experiencing unprecedented changes in compressed timeframes. The resulting unpredictability is altering historically relied upon resource planning and forecasting strategies for the IT PMO.

We will discuss a 5 stage approach to effective Resource Portfolio Management including research from Gartner, Dr. Robert Cooper and others.














 

10:00am -10:15am - Refreshment Break

Cooper 

10:15am-11:15am A

Evolution of Delivery Office

Danielle Cooper, Senior Manager IT PMO and Governance, TXU Energy 

For the last few years, the TXU Energy Delivery Office has discussed its formation, expansion and changes to methodology and practices. Over the last year, the team has taken on new challenges: moving the business to a portfolio investment approach, redefining Technology roles outside the Delivery Office, and driving business conversations on future state capabilities. This expansion of role is due to the team’s historical excellence in execution, quality and perspective. Having played a critical role in delivering functionality for the business enables the team to take the conversation further, defining and shaping “What’s Next,” in terms of team skills, abilities, and solutions.












10:15am-11:15am B

 

IT Project Prioritization Development Model

Connie Inman, Director PMO, Buckeye Partners














11:15am-12:15pm A

Manhardt

Learn from 3 Failed Attempts at Resource Management

Jeff Manhardt, Vice President - Program Manager, M&T Bank

Implementing project management tools in a resource constrained environment is essential for Project & Portfolio Management success. So how do you ensure successful resource management? Simple, have a plan, and leverage best practices. Following the resource management life cycle in this session will give you the head start you need to gain control over your resources!

Employees are the most valuable asset and the biggest expense for most organizations. Any organization that fails to manage their resources to ensure that sufficient capacity is available, and that they are being assigned and managed efficiently, risks losing control of its project and work costs and having its business activities seriously constrained. The ability to deploy employees effectively against often conflicting projects and other work priorities enables organizations to optimize their return on human resource investments. In order to maximize both task throughput and company morale, resource and project managers need an efficient system to place the appropriate staff on the right teams at the right time.












11:15am-12:15pm B

Chernov

Enterprise Architecture and IT Portfolio Management

Sergey Chernov, Director, Global IT Delivery, Hollister Inc. 

Enterprise Architecture (EA) and Program Management office many times are at odds with each other. But in reality - both teams are tasked with making projects successful. In this presentation Sergey Chernov will detail how Hollister IT team works together to deliver projects on time, budget and with technical accuracy needed to ensure long term architectural integrity of the environment.












12:15pm - 1:15pm Luncheon

1:15pm-2:15pm A

Reopelle

PMOs Cannot Be Built. They Must be Grown to Fit Within the Culture and Environment of the Organization

Alyce Reopelle, PMO Consultant, NTT Data 

  • What are the Steps to Growing a PMO?
  • Change
  • Are there Advantages and Disadvantages?
  • Opportunities and Challenges?
  • Lessons Learned!
  • Additional Guidance?
  • Q & A













1:15pm-2:15pm B

Stoddard

Baby Steps To An Effective PMO

Wade Stoddard, Former Program Manager, CVR Energy 

Based on the widely popular program by Dr. Leo Marvin, "Baby Steps to an Effective PMO" underlines the core steps necessary to establish or elevate a PMO. Objectives for this session are:

  • Understanding the difference between a boss and a champion.
  • Assessing your current organizational needs for a PMO.
  • Steps to establish a PMO or elevate a PMO.
  • Steps for demonstrating value that PMO is providing to the business.
  • Goals for changes in your own organization to reach the next level.









2:15pm-3:15pm A

Saint

Effective PMO Presence - Leading Teams With EQ

Patricia Saint, Global IT Portfolio Manager, Colonel (retired) U. S. Marine Corps Reserve, Roche Diagnostics, North America 

Although good Project Managers are adept at the “hard skills”, such as defining scope, creating project plans and tracking costs, the best Project Managers also excel when leading with “people skills” -- such as team building, collaboration, negotiation and influence, plus stakeholder management.

As described by Patrick Lencioni’s book, The Five Dysfunctions of a Team, lack of trust and vulnerability can derail a team and directly impact results. When this happens among an IT project team – stakeholders are unhappy and the PMO is accountable and the Project Manager is responsible.

In this session, learn about the definition and how to apply “emotional Intelligence” (EQ) to further develop leadership skills of Project Managers within your organization.









Scher

2:15pm-3:15pm B

Grow Your PPM Performance by Growing Your Reporting Capabilities   

Claude Scher, PMO Manager, Charter Manufacturing

From the moment you establish the foundation of your project portfolio management office, Reporting plays a critical role in helping you understand where you are as an organization, identify any potential opportunity for improvement and growth. Without the right reporting framework, you cannot and your customers cannot make the right investments and execution decisions and it usually ends up in the traditional conflicts around priorities, dollars, resources, etc...

In this presentation, following the traditional PPM cycle from ideation and demand management to portfolio and project execution, Claude will introduce some key reports you should have in place in order to drive that performance up. Whether you work for a newly formed PPM Office or an established one, Claude will try to provide relevant examples that support a maturity roadmap your PPM capabilities.








 

 

 


Conference Price: $799.00 per person

Registerr

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..