PRE-CONFERENCE MORNING SEMINAR

Michael Menke, Ph.D. Fellow, Knowledge Management, Decision Strategies Inc. & Former Chief Portfolio Advocate, Hewlett-Packard

Portfolio management has a long history and good track record in functional applications such as R&D, new product development and IT. Top management however has a higher challenge: to ensure the best use of scarce resources in terms of return on investment at all levels of their organization.

Industry is in the early stages of implementing enterprise-wide portfolio management (EPM). This workshop will conclude with a discussion of why you should and how you can get started with EPM, with participants sharing insights from their own portfolio management journeys.

Learning Objectives:

• Best practices for portfolio management optimization overall and process at the R&D/NPD level
  
• Design a best practice portfolio management process at the business level
  
• Linking business portfolio to strategy and functional portfolio management
  
• Optimize the enterprise portfolio and the value it creates
  
• Applying portfolio management to driving growth
  
• Innovative portfolio displays to inform management decision making

PRE-CONFERENCE AFTERNOON SEMINARS

Richard Albright, Principal, Albright Strategy Group, LLC

Ever faster product cycles and dynamic competitive environment teams must look beyond the current development cycle to make sure they know where they are headed.

Roadmapping enables a business or product team to plan and execute a path to achieve their objectives.

Learning Objectives:

• The "nuts and bolts" of roadmapping, using several industry examples
  
• Visualize your future and communicate your direction to management, customers, and suppliers
  
• Use roadmaps to drive and enrich your portfolio management process
  
• Drive ‘buy-in" to plans and enable collaboration across groups

1:30PM-4:30PM
Advanced Project Portfolio Management Workshop: Project Portfolio Selection

Samantha Dunbar Managing Director, Head of Corporate and Investment Banking Project Management Office,Wachovia Corporation & Peter Iovino CEO, UMT Consulting

This hands-on workshop will guide participants through best practices in implementing Advanced Project Portfolio management into their organizations. Workshop participants will be tested on their new knowledge of the advanced project portfolio management concepts.

Learning Objectives:

• Driver identification
  
• Project prioritization
  
• Portfolio analysis
  
• Portfolio selection
  
• Driver prioritization