Conferences that solve current IT challenges

IT Portfolio Management

Wimmer

Conference Chair: Randy Wimmer, Manager, UMT Consulting Group;
former IT Portfolio Manager, Allstate

Strategies to help IT effectively manage technology portfolios

September 21 and 22, 2011

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

Bios

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 IT Portfolio Management

• IT Governance

• Evolution of PMOs

• Demand Management

• Trade Off and Scheduling

• Overview of Production Support (ITIL and Service Catalog)

• Reporting

• Knowledge sharing

• Maximizing Returns on Your Portfolio Investments

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

Conference Schedule

 

	Day1	Day2
(click here to take a closer look at this schedule)

		Session A	Session B
9:00-10:00am	IT Portfolio Management – More than Just PPM Jeanine Vincent, Business Consultant, Oracle	Portfolio vs. Project Management Office Dave Blumhorst, V.P. Professional Services, Daptiv	The Financial Management Element of IT Portfolios Fabrice Roche, Senior Vice President, UMT Consulting Group Randy Wimmer, Manager, UMT Consulting Group
10:00-10:30am	Refreshment Break	Refreshment Break
10:30-11:30am	How to Create an Effective Portfolio Governance Framework Joe Touchette, Professional Associate, IPS Learning	Streamlining Work Request Intake Jennifer Ciolino, Manager of IT Demand and Portfolio Planning, Grant Thornton LLP	Evaluating the Application Portfolio John Fcasni, Former VP, Application Development, CBS Corporation
11:30am-12:30pm	Embrace Change – Agile in Portfolio Management Dave Babicz, Agile Transformation Practice Lead, Solstice Consulting	Scoring & Approving Requests Jim Unander, Director, Project Management Office, American Medical Association	Initiating Continuous Improvement for the IT Project Portfolio Eric Willeke, Agile Coach, Rally Software Development
12:30-1:30pm	Lunch	Lunch
1:30-2:30pm	Infrastructure Portfolio Management Strategies Ram Narain, Director-NA Infrastructure PMO, Aon	Resource Management Maturity Model Dan de Grazia, Director of Field Services, Instantis	Implementing a Service Catalog Dale Landowski, IT Architect, Abbott Laboratories
2:30-3:00pm	Refreshment Break	Refreshment Break
3:00-4:00pm	Application Portfolio Management Strategies Bob Kaput, Principal, Mercury Consulting	What Starts and What Waits Rebecca Porterfield, Director, Project Management Office, Performance Trust	Dollars and Dates are Killing Agile Brent Barton, President, AgileEVM
4:00-5:00pm	Panel discussion: How IT departments are Effectively Managing their IT Portfolios Moderator: Matthew Peters, Research Associate, CAI Duane Block, MBA, SCPM, PMP, Director, USIT PMO, TransUnion, LLC Jennifer Buckley, Director, IT Portfolio Management, Aon Corp. John Fcasni, Former VP, Application Development, CBS Corp. Jim Unander, Director, Project Management Office, American Medical Association	Reaching Stakeholders Mark Smith, Interim CIO, Director, Business Application Development and PMO, American Water Leigh Ann Thomas, ITS Application Manager Business Application Development, American Water	Applying a Business-Driven Approach to IT Jay Hoskins, Director of PPM Solution Consulting, PowerSteering Software

 

Conference Program Details

 

Day 1: September 21st

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

Vincent

9:00am-10:00am

IT Portfolio Management – More than Just PPM

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

How to Create an Effective Portfolio Governance Framework

Touchette

Joe Touchette, Professional Associate, IPS Learning

In this session attendees will learn how to create a system in which all stakeholders, including the board, executive management, customers, and staff have clear accountability for their respective responsibilities in the decision making processes affecting IT. This prevents IT or business leaders from independently making decisions about IT without retaining responsibility for their actions and the impact they have on supporting the achievement of strategic objectives.

Babicz

11:30am-12:30pm

Embrace Change – Agile in Portfolio Management

Dave Babicz, Agile Transformation Practice Leader, Solstice Consulting

 Ten years after the founding of the Agile "movement", Agile principles and practices are achieving mainstream acceptance. But many misconceptions about Agile still abound. So what exactly are the Agile values and principles, and are they only appropriate for small teams in small organizations? Can Agile be applied at the portfolio management level, and if so, how would that work? In this presentation, David dispels the misconceptions and discusses how Agile can indeed be applied to portfolio management, translating the benefits of Agile realized by project teams to portfolio management.

12:30pm - 1:30pm Luncheon

1:30pm-2:30pm

Infrastructure Portfolio Management Strategies

Ram Narain, Director-NA Infrastructure PMO, Aon

In this session attendees will learn effective strategies for collecting and managing information about an a business or organization’s systems management, network management, and storage management and the related cost to maintain.

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

Kaput

3:00pm-4:00pm

Application Portfolio Strategies

Bob Kaput, Principal, Mercury Consulting

In this session attendees will learn effective strategies for execution of their IT Portfolios, and for collecting and managing information about each application or project in a business or organization. They will hear how to assure that business value is produced by playing close attention to the five key imperatives in executing how IT investments are managed over their life span.

Peters Block Buckley Fcasni Unander

4:00pm-5:00pm

Panel discussion: How IT departments are Effectively Managing their IT Portfolios

Moderator: Matthew Peters, Research Associate, CAI
Panelists:
Duane Block, MBA, SCPM, PMP, Director, USIT PMO, TransUnion, LLC
Jennifer Buckley, Director, IT Program/Portfolio Management, Aon
John Fcasni, Former VP, Application Development, CBS Corporation
Jim Unander, Director, Project Management Office, American Medical Association

And other professionals from IT departments sharing lessons learned

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

Day 2: September 22nd:

Break Out Sessions with Facilitators

 

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

	Session A	Session B
9:00-10:00am	Portfolio vs. Project Management Office Dave Blumhorst, V.P. Professional Services, Daptiv	The Financial Management Element of IT Portfolios Fabrice Roche, Senior Vice President, UMT Consulting Group Randy Wimmer, Manager, UMT Consulting Group
10:00-10:30am	Refreshment Break
10:30-11:30am	Streamlining Work Request Intake Jennifer Ciolino, Manager of IT Demand and Portfolio Planning, Grant Thornton LLP	Evaluating the Application Portfolio John Fcasni, Former VP, Application Development, CBS Corporation
11:30am-12:30pm	Scoring & Approving Requests Jim Unander, Director, Project Management Office, American Medical Association	Initiating Continuous Improvement for the IT Project Portfolio Eric Willeke, Agile Coach, Rally Software Development
12:30-1:30pm	Lunch
1:30-2:30pm	Resource Management Maturity Model Dan de Grazia, Director of Field Services, Instantis	Implementing a Service Catalog Dale Landowski, IT Architect, Abbott Laboratories
2:30-3:00pm	Refreshment Break
3:00-4:00pm	What Starts and What Waits Rebecca Porterfield, Director, Project Management Office, Performance Trust	Dollars and Dates are Killing Agile Brent Barton, President, AgileEVM
4:00-5:00pm	Reaching Stakeholders Mark Smith, Interim CIO, Director, Business Application Development and PMO, American Water Leigh Ann Thomas, ITS Application Manager Business Application Development, American Water	Applying a Business-Driven Approach to IT Jay Hoskins, Director of PPM Solution Consulting, PowerSteering Software

 

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

9:00am-10:00am A

Blumhorst

Portfolio vs. Project Management Office

Dave Blumhorst, V.P. Professional Services, Daptiv

Most PMOs are for projects but in today’s world a PMO may need to cover the broader portfolio perspective. This session will discuss:

• Key differences in scope & activities
• Transition from project to portfolio
• Implementation and adoption issues

9:00am-10:00am B

Roche  Wimmer

The Financial Management Element of IT Portfolios

Fabrice Roche, Senior Vice President, UMT Consulting Group
Randy Wimmer, Manager, UMT Consulting Group

Historically the interaction between Corporate Financial Management and IT Portfolio Management has been challenging. In this session we will discuss the issues (e.g. budgeting, allocation of actuals, etc.) and proposed ways to address them.

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

Ciolino

10:30am-11:30am A

Streamlining Work Request Intake

Jennifer Ciolino, Manager of IT Demand and Portfolio Planning, Grant Thornton LLP

This session will share approaches for reviewing and assessing the application portfolio along business and technical dimensions. Through a facilitated discussion around evaluation parameters, participants will leave with tips and techniques for driving detailed analysis into critical portfolio aspects.

• Types of work
• Intake channels

• Initial estimation

10:30am-11:30am B

Fcasni

Evaluating the Application Portfolio

John Fcasni, Former VP, Application Development, CBS Corporation

This session will share approaches for reviewing and assessing the application portfolio along business and technical dimensions. Through a facilitated discussion around evaluation parameters, participants will leave with tips and techniques for driving detailed analysis into critical portfolio aspects.

11:30am-12:30pm A

Unander

Scoring & Approving Requests

Jim Unander, Director, Project Management Office, American Medical Association

Many IT organizations have used purely tactical or emotional approaches (FIFO, “what’s hot”, “who’s complaining the most”) to rank pending requests. Successful use of a project scoring model can help an organization focus on the projects and programs that are most beneficial to their company. The problem is, finding a scoring model that all stakeholders can agree on has been elusive – if the model doesn’t elevate the projects you want to the top of the list, the model is defective.

This session will include:

• Communicating the rationale for using a scoring model
• A review of some major components that an effective model should include
• Insights into a variety of optional components that can help a model work for you and your organization
• We will then discuss how to get buy-in from sponsors across your organization for using a scoring model and how to gain approvals for projects once the priorities have been determined.

11:30am-12:30pm B

Willeke

Initiating Continuous Improvement for the IT Project Portfolio

Eric Willeke, Agile Coach, Rally Software Development

The modern market continually requires faster, more effective, more responsive capabilities from the IT organization. Fortunately, there are a number of simple concepts offered by lean product development approaches that are easily applied to IT project portfolio management.
A mindset and deliberate program of continual improvement will give both immediate and sustainable improvements, allowing you to simultaneously reduce the size of your in progress project portfolio and improve the speed of value delivery.

12:30pm - 1:30pm Luncheon

1:30pm-2:30pm A

de Grazia

Resource Management Maturity Model

Dan de Grazia, Director of Field Services, Instantis

The Resource Management Maturity Model™ (RMMM) enables organizations to define and execute an effective resource management strategy. It accomplishes this by helping stakeholders better align resource-related information needs with their level of PPM process and technology maturity. The RMMM identifies a logical progression of resource and capacity management process sophistication which is enumerated as five levels of maturity. Each level of maturity is described along seven common dimensions. IT organizations can use the RMMM to ensure that they manage project resources and capacity at the “just right” level of granularity for the business.

In this presentation you will learn how the RMMM can help:

• Provide resource stakeholders with a framework and common language for communicating about resource management objectives, issues and outcomes.
• Deliver a roadmap and a guide to help characterize the optimal, aspirational level of maturity.
• Expose clearly the implications and consequences of operating at a particular level of resource management.

If your organization needs help identifying and answering the most important resource-related questions consistently and understanding how to take measured steps in deploying the “just right” level of supporting process and technology, you should attend this presentation. You can also download the RMMM white paper and recorded Webinar from www.instantis.com.

1:30pm-2:30pm B

Landowski

Implementing a Service Catalog

Dale Landowski, IT Architect, Abbott Laboratories

The Service Catalog is a window by which our customers see us. It is intrinsically connected to the way we interact with our customers and how we provide value to the business. Please join us as we discuss how to use service strategy to extend the service value chain beyond service operations and what that means for your service catalog.

• What is a Service Portfolio and why we need it to create more effective services and service catalogs.
• How to extend the service value chain to better connect with the business we serve.
• Distinguish between different types of service catalogs and how to use them.

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

Porterfield

3:00pm-4:00pm A

What Starts and What Waits

Rebecca Porterfield, Director, Project Management Office, Performance Trust

Rarely does IT have the money, people, and/or application availability to immediately start all approved requests. This session will discuss:

• Gathering of Prioritized Demand, Available Resources, Application Dependencies & Constraints
• Creation and review of options
• Selection of option from senior management

3:00pm-4:00pm B

Barton

Dollars and Dates are Killing Agile 

Brent Barton, President, AgileEVM

Agile software development’s popularity is growing as a proven method to meet ever-increasing global customer demands. However, Agile teams speak in points and iterations, when project and business managers think in terms of dates and dollars. This conceptual and language disconnect makes strategic business planning, funding, and portfolio management a significant barrier to organization-wide Agile adoption. How can you not only make the translation, but use Agile’s advantages to make even better trade-off decisions and optimize your IT portfolio?

In this session, Brent Barton will share techniques developed in working with dozens of Agile IT organizations.

4:00pm-5:00pm A

Smith Thomas

Hoskins

Reaching Stakeholders: Approaches to More Effectively Communicating ITS Portfolio and Resource Strategy

Mark Smith, Interim CIO, Director, Business Application Development and PMO, American Water
Leigh Ann Thomas, ITS Application Manager Business Application Development, American Water

 

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

4:00pm-5:00pm B

Applying a Business-Driven Approach to IT

Mark Smith, Interim CIO, Director, Business Application Development and PMO, American Water
Leigh Ann Thomas, ITS Application Manager Business Application Development, American Water

Jay Hoskins, Director of PPM Solution Consulting, PowerSteering Software

 

 

 

 

 

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.

For an IT PMO to create the most value, it must evolve beyond simply tracking project status, time and costs in favor of business alignment, governance and benefits realization or be “business-driven.” Optimizing the delivery of every day work, by itself, does little to help IT prove its strategic value in growing or transforming the business. If you’re working on the wrong projects, there’s no point in improving efficiency – you just get to the wrong result faster!
This discussion shows how to optimize the strategic and financial value of the IT portfolio by focusing on the truly critical processes of:

• Prioritizing what gets into the portfolio
• Weighing new requests vs. in-flight work
• Assessing the results and challenges of the portfolio on an ongoing basis

• Adopting a top-down management of programs, initiatives, and projects

 

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

 

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

 

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

 

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

 

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

 

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

 

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

Conference Price: $599.00 per person

Need a hotel? Click here for a special CAMP discounted rate

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.