<strong>IT</strong> <strong>Portfolio</strong> <strong>Management</strong>http://www.campconferences.com/events/2012/project2.htm4 of 8 9/20/2012 3:11 PMPartnering with the Business to Enable <strong>IT</strong> <strong>Portfolio</strong> <strong>Management</strong> AdoptionDave Blumhorst, V.P. Professional Services, DaptivIf there is a recurring theme in <strong>IT</strong> it is how to best partner with "the business". Part of the problem Blumhorstis the myth that "The Business" is separate from "<strong>IT</strong>" - even though they are part of the samecompany. There are historical reasons for this divide, however, and we will probe two of the most critical.First, <strong>IT</strong>'s evolution from back-office to strategic partner and it's current legacy effects on <strong>IT</strong> - and business -thinking. Second, the more problematic problem of taking business-outcome based needs and creatingtechnology solutions. Not only are these two different languages, it is also a necessary mis-match of skillsets needed for stating the first and delivering the second.This will lead us to a discussion of how to successfully turn the corner from business need to technologysolution. It starts with a broad understanding of the business model for the company, continues intocompany strategy, and then how <strong>IT</strong> strategy supports both the broader enterprise model and currentstrategy. Finally, we get to the classic portfolio management ideas of strategic alignment and balancedinvestments across various areas.As we review the intersection between technology and business, the need for partnering with businessstakeholders becomes quite obvious and leads to some pretty straightforward solutions for fostering thatrelationship. We will review some of the more successful models we've seen work in the field.4:00pm-5:00pmPanel Discussion: Overcoming Challenges in a Global EnvironmentPanelists:Vishal Shah, <strong>Portfolio</strong> Specialist, Ford Motor CompanyRam Narain, Senior Director - PMO, Global Initiatives & Planning, AonBill Cason, CTO, Troux TechologiesJill Campbell, Director, Global IS Operations, Trimble Navigationand other professionals <strong>IT</strong> professionals sharing experiences and lessons learned.ShahDay 2: October 10th: Break Out Sessions with FacilitatorsDay 2 will have two concurrent sessions running in separate rooms.Cason9:00-10:00am10:00-10:30am10:30-11:30am11:30am-12:30pm12:30-1:30pm1:30-2:30pm2:30-3:00pm3:00-4:00pm4:00-5:00pmSession AEngaging the Business to Mature <strong>Portfolio</strong> GovernanceJennifer Ciolino, Senior Manager, Grant Thornton LLPVisibility, Transparency, and Clarity: Telling the <strong>Portfolio</strong>Story Using Animated GraphicsKeith Elliott, <strong>IT</strong> <strong>Portfolio</strong> Manager, Allstate Insurance<strong>IT</strong> Annual Planning – Gain, Without the PainDuane Block, Director, US<strong>IT</strong> Project <strong>Portfolio</strong> <strong>Management</strong>,TransUnionInfluencing Behavior and the Power of the One-PagerChris Peckham, Vice President, Project Standards, The NorthernTrustOptimize the Project <strong>Portfolio</strong> for ChangeRebecca Porterfield, Director of Project & Process <strong>Management</strong>,Performance TrustSession BOvercoming Obstacles to <strong>Portfolio</strong> <strong>Management</strong>: KeepingIt SimpleRefreshment BreakLunchRefreshment BreakKim Pecylak, Global Director of Project <strong>Management</strong>, Aon BenfieldA Hands-On and Realistic Approach at Improving<strong>Portfolio</strong> <strong>Management</strong> and Execution CapabilitiesClaude Scher, <strong>IT</strong> Enterprise <strong>Portfolio</strong> Manager, MillerCoors<strong>Portfolio</strong> <strong>Management</strong> and the Role of the <strong>IT</strong> PMODr. Robin Sarkar, Director - PMO, Global Information Systems,Whirlpool CorporationGovernance of <strong>IT</strong> <strong>Portfolio</strong>s – Setting the Standard forExcellenceJennifer Nicholus, Director of PMO and <strong>Portfolio</strong> <strong>Management</strong>,CVS/CaremarkEnterprise Resourcing and the <strong>IT</strong> <strong>Portfolio</strong>Sara J. Strock, <strong>IT</strong> Strategy - <strong>IT</strong> Applications Architect, Large CPGCompanyPanel Discussion: How to Determine the ROI of Your <strong>Portfolio</strong> <strong>Management</strong> ProgramModerator:Bob Schwartz, Managing Principal, <strong>Digital</strong> <strong>Celerity</strong> LLCPanelists:Amy Stein Nathan, Director Operations Project <strong>Management</strong> Office, CVS CaremarkClaude Scher, <strong>IT</strong> Enterprise <strong>Portfolio</strong> Manager, MillerCoorsKeith Elliott, <strong>IT</strong> <strong>Portfolio</strong> Manager, Allstate InsuranceMauricio Mejía, Manager, Operational Reporting & Development - Agile PMO, Nokia Location Content8:00am - 9:00am - Registration and Continental Breakfast9:00am-10:00am AEngaging the Business to Mature <strong>Portfolio</strong> GovernanceJennifer Ciolino, Senior Manager, Grant Thornton LLPIn the accounting industry, we saw a boom in business after the Sarbanes-Oxley law passed,resulting in significant growth for our firm which drove increasing demands on the <strong>IT</strong> organization.CiolinoAs growth stalled due to the economic environment, the enterprise growth strategy continued torequire significant new investment in <strong>IT</strong>, while we had more operational costs and more complexity in our
<strong>IT</strong> <strong>Portfolio</strong> <strong>Management</strong>http://www.campconferences.com/events/2012/project2.htm5 of 8 9/20/2012 3:11 PMenvironment with limited budget growth.In this session, I will share our 10-year journey in maturing portfolio governance, from the “wild wild west”days through to today’s council of business leaders looking at business capabilities and creating technologyroadmaps. I will share lessons learned along the way and current challenges, as well as our plannedapproach to continue to mature.Topics include:Approach to prioritization, including sub-portfolios and those spending allocations for meeting differingbusiness needsThe creation of our business capability map and a technology roadmap, and how those driveinvestment decisionsMaster Scheduling of projects with budget, cost, and resource uncertainty, and the role of thebusiness in that activity<strong>Portfolio</strong> Gating – where we are today and the path ahead9:00am-10:00am BOvercoming Obstacles to <strong>Portfolio</strong> <strong>Management</strong>: Keeping It SimpleKim Pecylak, Global Director of Project <strong>Management</strong>, Aon BenfieldDepending on the size of your organization; and the maturity of your organization around theconcept of <strong>Portfolio</strong> <strong>Management</strong> your approach can vary. This segment will be an interactivediscussion focused on some of the more typical challenges <strong>IT</strong> organizations are faced with when introducinga <strong>Portfolio</strong> <strong>Management</strong> program. Prerequisite: A good understanding of the <strong>IT</strong> <strong>Portfolio</strong> <strong>Management</strong>Practice and Value.10:00am -10:30am - Refreshment Break10:30am-11:30am AVisibility, Transparency, and Clarity: Telling the <strong>Portfolio</strong> Story Using Animated GraphicsKeith Elliott, <strong>IT</strong> <strong>Portfolio</strong> Manager, Allstate InsuranceThe <strong>IT</strong> project portfolio story is important and complex. Stakeholders need a clear understandingof not just where things stand, but where things are headed. Nothing demonstrates better howthings change over time, than information rich graphics that change before your eyes.ElliottIn this session attendees will learn:Why clarity mattersTake the “static” out of “status”“How to” sessionStatistical areas of concernTelling the storySample animated reports10:30am-11:30am BA Hands-On and Realistic Approach at Improving <strong>Portfolio</strong> <strong>Management</strong> and ExecutionCapabilitiesClaude Scher, <strong>IT</strong> Enterprise <strong>Portfolio</strong> Manager, MillerCoorsIn this presentation, attendees will be presented a case study on how companies like MillerCoorsScherare working at improving their portfolio management and execution capabilities over time byfollowing a simple hands-on and realistic approach of measuring, prioritizing, implementing changes. Thepresentation will include some tips or takeaways that attendees can try to implement for their own companyand take a closer look at:The Depth of the portfolioMeaningful metrics<strong>Portfolio</strong> Prioritization – critical success factorsResource / Capacity modelingProject dependenciesRelease management11:30am-12:30pm A<strong>IT</strong> Annual Planning – Gain, Without the PainDuane Block, Director, US<strong>IT</strong> Project <strong>Portfolio</strong> <strong>Management</strong>, TransUnionAnnual planning is often viewed as a painful process, and practices vary wildly. However, it ispossible to implement a highly repeatable planning process that effectively matches the supply oflabor with the demand from business, <strong>IT</strong> and corporate stakeholders. The keys to implementing an