Conferences that solve current IT challenges

IT Portfolio Management

Wimmer

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

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

February 15 and 16, 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

Bio

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.

Topics That Will Be Covered

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

• Overview of the Different IT Portfolios

• IT Portfolio Governance

• Evolution of IT Portfolio Management Offices

• Demand Management

• Trade Off and Scheduling

• Reporting

• Maximizing Returns on Your Portfolio Investments

• Overview of Key Roles in IT Portfolio Management

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

Conference Schedule

 

Day1

Day2

		Session A	Session B
9:00-10:00am	The Diverse IT Portfolio Management Landscape Jeanine Vincent, Business Consultant, Oracle	IT Renewal Strategy: Convincing Your Business Stakeholders & IT Investment Committee Why IT Renewal are Important to the Business Ron Guerrier, Division Information Officer, Toyota	Application Portfolio Management Strategies John Fcasni, Former VP Application Development, CBS Corporation
10:00-10:30am	Refreshment Break	Refreshment Break
10:30-11:30am	The Guide to Business-Driven PMO Success John Filicetti, Sr. Business Process Consultant, Instantis	Defining, Measuring and Improving Operational Alignment Terry Doerscher, Planview Expert-In-Residence, and PPM Practice Lead, BOT International	Strategic Role of EA in Enterprise Transformations Bill Cason, CTO, Troux
11:30am-12:30pm	Assessing Your Company’s Enterprise Project & Portfolio Management Maturity Randy Wimmer, Manager, UMT Myrna Ramos, Manager, UMT	Prioritization by Business Capabilities Jennifer Ciolino, Senior Manager, Portfolio Management Grant Thornton LLP	Resource Forecast & Capacity James P. Maclennan, Vice President - IT, Pactiv Corporation
12:30-1:30pm	Lunch	Lunch
1:30-2:30pm	Stop the Insanity: A Treatment Plan for Portfolio Management Anxiety Terry Melnik, VP of Client Strategy, Powersteering Software	Agile IT Portfolio Management Forrest Held, CIO, Wabash National Corporation	Governance of IT Portfolios Poornima Narain, I&TG PMO Manager,Sears Holdings Management Corporation
2:30-3:00pm	Refreshment Break	Refreshment Break
3:00-4:00pm	Reaching Stakeholders Leigh Ann Thomas, IT Application Manager, Cancer Treatment Centers of America	Profile of an IT Portfolio Manager John Howard, Sr. Project Manager, Judge Consulting Group
4:00-5:00pm	Panel discussion: Moving from IT to Business Technology Moderator: David Klauser, BDM, OnX Enterprise Solutions Panelists: Annur Sumar, Vice President - Information Technology, Duff & Phelps Chris Peckham, Vice President/Senior Consultant, Project Standards, The Northern Trust John Fcasni, Former VP Application Development, CBS Corporation, Lisa H. Snyder, NAIT Director, Project Management Office, PMP, Constellation NAIT and others	Conference Report Out Randy Wimmer, Manager, UMT

 

Conference Program Details

 

Day 1: February 15th

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

Vincent

9:00am-10:00am

The Diverse IT Portfolio Management Landscape

Jeanine Vincent, Business Consultant, Oracle 

Most articles have focused on the Project Portfolio Management portion of IT Portfolio Management. To provide the complete picture one needs to consider Infrastructure and Application portfolios.

This session will provide a high level overview of the portfolios and standard activities (demand, supply, delivery, governance).

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

10:30am-11:30am

The Guide to Business-Driven PMO Success

Filicetti

John Filicetti, Sr. Business Process Consultant, Instantis 

Executives have never been more nervous about the ability of their organizations to compete and survive in a world characterized by rapid change in competitive dynamics, business climate change and customers that are constantly demanding more for less. Staying the course, continuous improvement and even consistently strong operational performance is frequently not good enough anymore. Executives won’t sleep well at night until they are more comfortable with organizational speed and agility with respect to business strategy course adjustment and execution capabilities. Strategic projects, programs and initiatives are the agents of change within an organization. As a result, business-driven PMOs charged with enabling or delivering successful transformational projects and programs can make the difference between thriving organizations and those that fail to survive. The problem is that PPM initiatives and PMOs don’t have a consistent track record of success. Their failure can be traced to an inability to align PPM along six key dimensions of success.

This presentation will define and contrast business-driven PMOs with traditional PMOs, describe the six critical alignment dimensions and offer some suggestions on how to get started with business-driven PMO systems.

11:30am-12:30pm

Assessing Your Company’s Enterprise Project & Portfolio Management Maturity

Wimmer Ramos

Randy Wimmer, Manager, UMT, Former IT Portfolio Manager, Allstate
Myrna Ramos, Manager, UMT

Companies of all size manage their project and portfolios in many different ways. There are methods by which you can assess your company’s maturity. In this session we will discuss the varying levels at which organizations manage their portfolio of projects.
Best practices will be presented around creating a current assessment, as well as building a maturity roadmap.

12:30pm - 1:30pm Luncheon

Melnik

1:30pm-2:30pm

Stop the Insanity: A Treatment Plan for Portfolio Management Anxiety

Terry Melnik, VP of Client Strategy, Powersteering Software

If you’re experiencing indecisiveness about which projects to pursue, are overwhelmed by resource demands, stressed about executive requests, or just suffering from a generalized sense of panic, you’ve come to the right place. The portfolio management doctor is in, offering a consultation and proven treatment plan to address these symptoms:

• Too Much Demand – Dealing with A Key Stressor

• Conflicting Priorities – Taking Control

• Resource Optimization – It’s all going to be OK

• Financial Anxiety – Delivering Tangible ROI

• Planning for the Future – Where do you see your portfolio in 5 yrs?

• Reaching Portfolio Nirvana

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

Thomas

3:00pm-4:00pm

Reaching Stakeholders

Leigh Ann Thomas, IT Application Manager, Cancer Treatment Centers of America

Traditionally, Information Technology has not been known for their ability to communicate with business stakeholders or reach their clients with the technical benefits of an IT project portfolio. This session will provide an overview of the steps taken by the IT department of the nation's largest water utility to build the skills necessary to begin framing IT as an approachable strategic partner. We will cover four main areas that have enabled an improved understanding among the business as to the ITS Portfolio and better answer the question, "What is IT doing and why?"

Unique communication vehicles such as trivia-based Road Shows designed to align IT with the business and first and foremost, build relationships.
Leadership activities for IT Management fostering a collegial environment and accountability rather than leadership by politics.
Improved emphasis on performance goals – measuring and rewarding quality and innovation, not effort.
Revised approaches to metrics and SLA's that drive the conversations about IT performance strengths as well as gaps.

Klauser Peckham Fcasni Sumar

4:00pm-5:00pm

Panel discussion: Moving from IT to Business Technology

Moderator:
David Klauser, BDM, OnX Enterprise Solutions
Panelists will include:
Annur Sumar, Vice President - Information Technology, Duff & Phelps
Chris Peckham, Vice President/Senior Consultant, Project Standards, The Northern Trust
John Fcasni, Former VP Application Development, CBS Corporation
Lisa H. Snyder, NAIT Director, Project Management Office, PMP, Constellation NAIT and other professionals with IT Portfolio responsibilities 

 

Day 2: February 16th: Break Out Sessions with Facilitators

 

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

	Session A	Session B
9:00-10:00am	IT Renewal Strategy: Convincing your Business Stakeholders & IT Investment Committee Why IT Renewal are Important to the Business Ron Guerrier, Division Information Officer, Toyota	Application Portfolio Management Strategies John Fcasni, Former VP Application Development, CBS Corporation
10:00-10:30am	Refreshment Break
10:30-11:30am	Defining, Measuring and Improving Operational Alignment Terry Doerscher, Planview Expert-In-Residence, and PPM Practice Lead, BOT International	Strategic Role of EA in Enterprise Transformations Bill Cason, CTO, Troux
11:30am-12:30pm	Prioritization by Business Capabilities Jennifer Ciolino, Senior Manager, Portfolio Management, Grant Thornton LLP	Resource Forecast & Capacity James P. Maclennan, Vice President - IT, Pactiv Corporation
12:30-1:30pm	Lunch
1:30-2:30pm	Agile IT Portfolio Management Forrest Held, CIO, Wabash National Corporation	Governance of IT Portfolios Poornima Narain, I&TG PMO Manager,Sears Holdings Management Corporation
2:30-3:00pm	Refreshment Break
3:00-4:00pm	Profile of an IT Portfolio Manager John Howard, Sr. Project Manager, Judge Consulting Group
4:00-5:00pm	Conference Report Out Randy Wimmer, Manager, UMT

 

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

9:00am-10:00am A

Guerrier

IT Renewal Strategy: Convincing your Business Stakeholders & IT Investment Committee Why IT Renewal are Important to the Business

Ron Guerrier, Division Information Officer, Toyota

In a time when discretionary funds are limited, IT Executives must adopt a strategy that not only plans for system renewals but also convinces the business the need for such investments. Our role as technologist must continue to mature from a utility provider to a retained IT advisor and promoting an IT renewal strategy is key. My experiences at Toyota, especially during recent challenges beyond the economy, has proven successful thus far and I would like to share this with my industry peers back in my hometown of Chicago.

 

 

9:00am-10:00am B

Fcasni

Application Portfolio Management Strategies

John Fcasni, Former VP Application Development, CBS Corporation  

Application Portfolio Management (APM) is all about putting in place an IT investment plan containing projects that are better aligned with business strategies. In this 60 minute session attendees will learn an effective 5-step process for doing just that.
Starting with the collection of information about the applications and the business areas supported, moving on through the evaluation of the portfolio within the context of the business goals and objectives as well as technology standards, to developing a target portfolio mapped to the business strategies and priorities, and then developing the projects and project plans to move from where you are to where you need to be.
This will ensure that you achieve benefits at the strategic, tactical and operational layer of the organization.

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

Doerscher

10:30am-11:30am A

Defining, Measuring and Improving Operational Alignment

Terry Doerscher, Planview Expert-In-Residence, and PPM Practice Lead, BOT International

Is your organization well-aligned? Enhancing operational alignment is a key aspect of a successful PPM initiative. Chances are that certain operational areas could benefit from improved alignment. But given its seemingly elusive nature, how do you even begin to define alignment, much less identify, quantify or correct alignment issues?

This presentation will:

• Define the three key forms of alignment that make up overall operational alignment

• Explore how each type of alignment interacts with, and influences the others

• Apply these definitions and concepts to create an alignment model

• Demonstrate how to measure alignment, identify disconnects and improve overall efficiency

Alignment issues are among the most common of operational hindrances; recent surveys reaffirmed that departmental silos continue to be the greatest single challenge facing organizations. Alignment problems are not just pervasive -- they are frequently at the root of many other familiar challenges, particularly when implementing major changes such as a PPM program. Learn how to clearly define what constitutes alignment, identify its component parts, and then measure degree of alignment at specific intersections in your organization.

10:30am-11:30am B

Cason

Enterprise Portfolio Management: The Strategic Role of EA in Enterprise Transformations

Bill Cason, CTO, Troux

From the Cloud to Mobile to IT consumerization, the opportunities for Enterprise Architects to lead has never been greater.
While they need to embrace a new level of knowledge and provide accurate insights within and between key business and IT portfolios, they also need the ability to turn IT chaos into IT harmony. As such, Enterprise Portfolio Management must take on a new urgency in today’s business world where the need for structuring for maximum business and IT agility is greater than ever.

In this presentation, we will explore what every EA must do about the new portfolio optimization opportunities and how to improve your portfolio on a sustainable basis. By recognizing that the portfolios are interlinked and agreeing on what must be tackled, the business can raise its expectations of the EA team.

11:30am-12:30pm A

Ciolino

Prioritization by Business Capabilities

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

Even with a mature model for scoring and evaluating technology project requests, how can your organization be sure the technology investment decisions are targeted at the areas most likely to drive your business strategy execution? It is time for decision-makers to get out of technology investment decisions and start to focus on investing in business capabilities. Identifying key capabilities within your business that will drive the business strategy allows business leaders to be more deliberate in their investment decisions, uncovers opportunities for investment that may not have surfaced in a bottom up approach, and provides a stronger case for investment with more measurable outcomes.

This session will discuss the role of business capabilities in technology investment decision models and will discuss the maturation process necessary to help business leaders make more effective decisions.

 

11:30am-12:30pm B

MacLennan

Resource Forecast and Capacity: Managing Tradeoffs, Enabling Flow

James P. MacLennan, Vice President, Information Technology, Pactiv Corporation

Most IT departments face a growing project request list, a large backlog, and quick-changing demands - and no matter how large the team, there are always bottlenecks and constraints with key technical resources. This case-study shows how one IT department deals with the demand using ideas from the supply-chain.

12:30pm - 1:30pm Luncheon

1:30pm-2:30pm A

Held

Agile IT Portfolio Management

Forrest Held, CIO, Wabash National Corporation 

The headlines in the August 2010 Businessweek read, “Wabash National: From 'Near Death' to Top Small-Cap Stock. The semi-truck trailer manufacturer is the No. 2 performer in the Russell 2000 index in 2010, after a near-bankruptcy in 2009”

Agile means reacting and responding quickly. Thoughtless inefficient moving of goals and projects is demoralizing to employees, customers, suppliers and team members , but using the agile project management process, we show how Wabash National Corporation was able to respond to the constant changing business environment and goals in unsettling times. We will discuss how to get the business units on board with the dramatic change, how to make project team members enthusiastic, and how to manage the enterprise portfolio of projects over the year, the quarter, and each agile iteration. The discussion will be around real world experiences on how Wabash National Corporation uses the agile methodology for break fixes, enhancements and large projects such as the enterprise wide upgrade of SAP from 4.7 to ECC 6 EHP 6.

1:30pm-2:30pm B

Governance of IT Portfolios

Narain

Poornima Narain, I&TG PMO Manager, Sears Holdings Management Corporation

IT governance is often confused with good project management practices and IT control frameworks. Whilst managing risk and ensuring compliance are essential components of good governance, it is more important to be focused on delivering value and measuring performance. This seminar will provide an overview of successful IT Governance frameworks and how to make it an integral part of corporate governance. It is critical to get business and IT working in alignment to be able to create business value from IT investments. 

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

3:00pm-4:00pm

Howard

Profile of an IT Portfolio Manager

John Howard, Sr. Project Manager, Judge Consulting Group

IT Portfolio Managers are often perceived as the “face of IT.” Therefore, the profile of an IT
Portfolio Manager must entice business stakeholders to want to partner with IT.

Drawing upon analogies from map making and aviation, interspersed with Dilbert humor and
timeless wisdom, we will examine and enhance the following facial features of an effective IT
Portfolio Manager:

Cartographer (eyes) – defines strategic roadmaps that show the business where we’re
going

Problem Solver (ears) – goes below the surface of business problems to identify root
causes

Team Builder (mouth) – creates relationships and fosters teamwork within IT delivery
teams

4:00pm-5:00pm

Wimmer

Conference Report Out

 

• What Did I Learn”, “My Ah-ha Moments”
• Session Overview – Open forum where attendees “report out” their take aways

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.