IT PMO / Portfolio Management: Chicago

Conference Chair: Randy Wimmer, IT Portfolio Manager, Walgreens Boots Alliance

Wimmer

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

June 20-21, 2018

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

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

In this one day conference attendees will learn:

• Ten Steps to Comprehensive IT Portfolio Management
• Demand Management – How to Build an Effective Process
• Supply/Capacity Management – People, Technical, Dependency and the related Sourcing Strategies
• Driving Organizational Change Management
• Finding Your Secret Sauce to Portfolio Management & Governance
• How to Manage Project Risk
• How to Leverage IT Portfolio Management to Make Your Enterprise More Agile
• Consolidating and Managing Demand
• Gaining Visibility into Resource Capacity, Allocation, and Availability
• How to Leverage IT Portfolio Analysis
• How to Build the Foundation for IT Portfolio Reporting and Governance
• Integrating an IT PMO into an Enterprise Portfolio Management Office
• Engaging the Business from Ideation thru Delivery
• How to Gather PMO Metrics to Drive Improvement
• How to Build an Application Business Case
• Rightsizing Governance

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

9:00am-10:00am: How a Resource Management Office Can Bring Order to Chaos

Grant Zemont, Senior Engagement Manager, Rego Consulting

Do you ever chat with management about . . .

• who is really working on what at an enterprise level?
• is there’s enough people to do all the work that is asked of us?
• how difficult it is to predict resource issues?

If this sounds familiar, you might be wondering whose job is it to help bring order to the chaos?

In this presentation, you will learn how some companies are using the concept of a Resource Management Office (RMO) to support their organizations in driving fact-based decisions around resource capacity and demand. We will discuss all aspects of what an RMO can do including the value it provides, a typical operating model, process and tool compliance, as well as an implementation approach.

Zemont

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

10:30am-11:30am: The Hybrid PMO – Adapting to Multiple Project Methods

David Blumhorst, Daptiv Principal Evangelist, Changepoint

Today’s IT PMO is having to adapt to new methods of getting project work done. Agile is becoming mainstream, and Kanban is right behind it. Old style waterfall projects, though, aren’t going away. And your executive sponsors still want the same answers – regardless of execution method.

So how does a PMO put all this together? And how does the PMO’s role change? In this session, we’ll look at how to combine diverse execution methods into a single portfolio that will satisfy your sponsors. And we’ll explore the changing role of the PMO in this new BYOM (Bring Your Own Method) world. Increase your portfolio’s transparency to meet the needs of an Agile enterprise.

Blumhorst

11:30am-12:30pm: Group PMO Therapy – ‘My Name is John Doe and I have a PMO Problem.’ ‘Hi John!’

Laura Dribin, Founder, Peritius Consulting

Cara Judy, VP of Delivery and Quality Management, Peritius Consulting

Today’s session will be the opportunity for airing of all our dirty laundry.  In running a PMO, there are often few resources that we can turn to share all of the problems or concerns regarding the PMO or poorly run programs/projects.  We come to events like CAMP to see if we can learn more about solving our issues.

In today’s session, we open up the kimono.  We will use this session to bring frank discussions to all of your questions/dilemmas/challenges/opportunities regarding best practices for your PMO and your programs/projects.

Laura and Cara will be providing our thoughts on workarounds, resolutions, escape routes for your PMO/project related issues and at the same time, you can get your peers involved in how they might have resolved similar issues.

We will also come with interactive exercises that will focus on ways to change/improve the perspective of your organization as to how they value project management.  Come to this session prepared with your worst problems or scenarios that you’ve tried to work through (both soft skills and tactics).  In this session, we agree to act like Las Vegas: what’s said at the CAMP IT PMO Seminar stays at the CAMP IT PMO Seminar.

     
Dribin     Judy

12:30pm – 1:30pm Luncheon

1:30pm-2:30pm: PMO – Navigating a Sea of Change

Nicole Bossert, Vice President, PMO, HUB International
Amy McJoynt, Sr. Manager, Centric Consulting

Every day we deal with change, yet how does the PMO absorb such change to ensure we stay on track? We are presented with team departures, M&As, vendor changes, and FMLA leaves, yet the project and demand does not stop. We will discuss how to keep things moving forward by managing with leadership, understanding the subject, and creating documentation and deliverables.

     
Bossert     McJoynt

2:30pm – 3:00pm: Refreshment Break

3:00pm-4:00pm: How IT Changes in Age of Digital Business

Mark Bodman, Senior Product Manager, ServiceNow

Mark Bodman will explore how big shifts in thinking are impacting IT in the age of “Digital Business”, where IT becomes the essential engine for business models. We will explore how recent developments such as IT4IT, a shifting focus on Product vs. Project management, and wholesale adoption of agile methodologies such as SAFe impact traditional roles. We will venture to answer to the basic question: How do we thrive in the digital age?

Bodman

4:00pm-5:00pm: Removing the Management in Change Management

Justin Nelson, Change Capability Architect

Within today’s business world of re-imagining business models, organizations, technology and value streams, we have learnt change management is something we need to include and do. We then treat the outcomes we want as a myriad of discrete change management projects. Each project typically needs done fast and cheap with limited change resources. The resulting reality is the volume, complexity and level of change required is at an all-time high. As a consequence so is the growth in confusion, productivity impact, cost and fatigue. Next generation change management focuses on removing the management in change management and achieving ongoing desired business outcomes.

This talk will provide insights and approaches to establishing and empowering a change adaptive organization. Able to embrace any change coherently and consistently, removing the management in change management.

Nelson

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

9:00am-10:00am: Master Scheduling in an Agile World: Getting Started

Marcel Bautista, Agile Engineering Program Manager, iCIMS

Is it possible to apply Agile practices and mindset in creating a Program Master Schedule? iCIMS and its Agile Engineering CoE (Center of Excellence) aim to accomplish this feat with 19 development teams as well as shared services teams working across 4 product lines.

In this presentation, Marcel will share his experiences on the following topics:

• A brief history of Agile and Program Management at iCIMS
• The challenges of scaling faced by a fast-growing company and the need for a Master Schedule
• Building a framework for taking control of our Master Schedule
• Tooling considerations
• Our current state of Program Management and next steps

Bautista

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

10:15am-11:15am: A Collaborative Approach for Improving Program and Project Management

Brad Jeske, Sr. Manager, Health Plan IT Strategist, HCSC

Nirmalya Pal, IT Governance and Process Improvement Leader, HCSC

This session presents a study on continuously improving “Program and Project Management” in a Product based IT delivery model, operating in a bimodal fashion. It explores the role that Centers of Excellence (CoE) and Communities of Practice (CoP) play in governance and as levers of change, facilitating integration, adoption and continuous improvement. The discussion will also include illustrations of key challenges in the journey and their solution. It will conclude with a proposed framework for progressing the maturity of the CoEs and CoPs, to get the desired value.

     
Jeske         Pal

11:15am-12:15pm: A Mature and Healthy Project Portfolio in a Transformative Age

Shelley Donovan Ritchie, Director Project Delivery – Project Delivery and IS, ACL Laboratories

Come share in a highly connective presentation and discussion of what a mature value focused Portfolio looks like in this Transformative age.  Review Critical to quality process, learn what to expect during transformations and receive tips and tricks to keep your Portfolio Mature and Healthy.

Donovan Ritchie

12:15pm – 1:15pm Luncheon

1:15pm-2:15pm: Standing up a Value Driven PMO –Lessons Learned 

Dana Fanno, Sr. Manager, Portfolio, Program and & Project Management, Country Financial

• Decide who you are
• First things first
• Portfolio Governance & Reporting
• Maturing the PMO

Fanno

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

9:00am-10:00am: Practitioner’s Guide to an Effective IT Demand Management Framework

Joseph Lucas, Director, IT Planning and Analysis, Walgreens Boots Alliance, Inc.
Nicky Phelps, Analyst, IT Planning and Analysis, Walgreens Boots Alliance, Inc.

• Level Set: Walgreens Business Climate
• Demand Management Process Overview
• Lessons Learned & Recommendations for building a solid Demand Management Framework

     
Lucas        Phelps

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

10:15am-11:15am: Project/Program/Portfolio Data Analytics

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

How to revolutionize the visualization of project/program/portfolio data

• Learn the differences between vertical and horizontal portfolios
• Practical application and demo of creating Tableau visuals

Manhardt

11:15am-12:15pm: How Cars.com is Using Blended Lean Agile and Stage Gating to Fuel Growth

Katie Ellis, Director, Program Management, Cars.com

• Hear the story of cars evolution from a Waterfall/Agile blended development process to the Lean Agile/Stage Gating blend used today
• Learn how to stay nimble, nurture innovation and build and execute on an aligned plan by using bottom up and top down planning
• Understand what is required for success in this model

Ellis

12:15pm – 1:15pm Luncheon

1:15pm-2:15pm: “Enhancing Stakeholder Relationships through Conversational Intelligence® (C-IQ)”

Pat Saint, Senior Portfolio Manager, Global IT PMO at Roche Diagnostics

Although good Project Managers are adept at the “hard skills” (such as defining scope, creating project plans, tracking costs, and delivering results) — the most “effective” Project Managers also excel when leading with strong people or “success skills.”   These leadership skills focus on building positive relationships and communications within Project Teams and also among Stakeholders.

When these relationships are built on TRUST, then even the most challenging conversations — that often occur before project “Go Live” — can be delivered without fear or hesitation.

In this session: You will learn more about:

• the relevance of investing in success skills to develop “Project Leaders”
• the importance of “Effective” Stakeholder Management at both the strategic and project levels
• the neuroscience of Conversational Intelligence® (C-IQ) and how you can influence conversations with your Project Teams and Stakeholders in a different way
• how to apply C-IQ practices during a LIVE Coaching session

Saint