Institute for International Research

Organizations Cancel Almost One-Third of New Projects for a Loss of $80 Billion Annually
(APQC's Best-Practice Report Improving New Product Development Performance & Practices)

A. Portfolio Management: Optimizing For Success - APQC Benchmarking Results

Facilitators:
Scott J. Edgett
Best-Selling Author & CEO – PRODUCT DEVELOPMENT INSTITUTE

Marisa Brown
Practice Leader, Innovation and R&D – APQC

Luncheon will be held from 12:00 pm – 1:30 pm. This workshop will resume directly following lunch.

"A Standout Portfolio Management Primer!"
D. Portfolio Management Jump Start: Get Started TODAY!

SPECIAL NOTE…to those who worry about "culture" and "managing the change" and "selling portfolio management to senior management"
BE NOT AFRAID! You will learn a PROCESS and the METRICS you need to make the implementation of a successful portfolio management system painless. Forget the emotional "big-bang". Implement surely and
incrementally and gain the benefits right away.

Facilitators:
Eugene Kania
Principal – MORE CAPACITY MANAGEMENT CONSULTING & TRAINING

Peter Heinrich
President – PORTFOLIO DECISIONWARE, INC.

B. Redefining Portfolio Management Around Customer Value: The VIP Approach

Facilitators:
Sheila Mello
Managing Partner and Principal Consultant &

Richard Tait
Associate Principal Consultant – PRODUCT DEVELOPMENT CONSULTING, INC.

C. Using Enterprise Portfolio Management to Drive Shareholder Value

Facilitator:
Michael Menke, Ph.D.,
Business Strategist & Chief Portfolio Advocate,
Strategic Planning & Modeling – HEWLETT-PACKARD

Luncheon will be held from 12:00 pm – 1:30 pm. This symposium will resume directly following lunch.

E. 3rd Annual Symposium on Project Selection: A Highly Interactive & Hands-On Symposium Using Role Playing Exercises

9:00 Opening Remarks:
Master Facilitator:
David Matheson, Ph.D.
President & CEO – SMARTORG, INC.

Symposium Leadership:
• Jessica Hayden, Senior Manager, Portfolio Management – CENTOCOR
• Ralph Morales, Finance Leader – HEWLETT-PACKARD
• Ward Peterson, Vice President, Discovery – INSPIRE PHARMACEUTICALS

Morning Activities:
• Project Evaluation Simulation
• Introduction to the Retail Photo Finishing Case
• Group Exercise & Panel Discussion on Developing Strategy Tables

1:30 Symposium Resumes from Lunch
Afternoon Activities:
• Group Exercise & Panel Discussion on Assessing Uncertainty
• Group Exercise & Panel Discussion on Portfolio Decision-Making

4:30 Concluding Remarks
The timing of individual cases and exercises will be adjusted to meet the interests of the participants.