Maximizing PMI Chapter Success to Streamline
Events & Programs with OnePlan
Powered by
Steve Teebagy – OnePlan
steebagy@oneplan.ai
2
Agenda
(~30 min.)
3min. Intro to OnePlan – Brief Overview
2min. What Is Included? – Offer Details
20min. LIVE Demo – PMI Chapter Use Case
5min. Next Steps & Questions?
Intro to OnePlan
4
A Quick Note
About Myself
• Senior Account Executive at OnePlan
• Member of PMI
• Volunteered for 7 years with the Southern New
England Chapter of PMI (SNEC-PMI)
• Excited to be sharing the benefits of OnePlan
with PMI Chapters across North America
OnePlan is an all-in-one platform that brings together corporate strategy, portfolio planning, resource
management, financial planning, work management, and reporting in one place.
01
OnePlan’s solutions are designed to help organizations make better decisions, align their resources with
strategic goals, and increase their agility and innovation.
02
OnePlan is highly customizable and configurable, allowing organizations to tailor the platform to their
specific needs and business processes
03
OnePlan’s solutions are used by a variety of organizations, from small startups to large enterprises, in a
range of industries, including IT, healthcare, financial services, and manufacturing.
04
OnePlan is an AI-enabled Strategic Portfolio Management (SPM) SaaS solution that enables
organizations to streamline their operations & gain portfolio and project visibility and alignment.
Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Strategy
Timesheets
My Work
Stakeholders
Team Members
Executives
Portfolio Planning
Planning
Do the right work Do the work right
Resource Negotiation
Resource Managers
Enterprise Architecture
Execution Analysis
What-if Scenario Modeling
• Products
• Services
• Applications
Capacity Planning
Issues Risks Changes
• Business Value
• Benefits
Realization
OKRs
SPM
Say Hello to OnePlan’s ‘Sofia GPT’
A Game-Changer for Strategic Portfolio Management
Data Integration:
Accesses data from both OpenAI's extensive network and
OnePlan's own resources.
AI-Driven Collaboration
Sofia GPT, an advanced Azure OpenAI module, is tailored to
transform strategic portfolio and work management.
Intuitive Interaction:
Understands natural language and provides real-time responses,
enhancing strategic planning and decision-making efficiency.
Automation Powerhouse:
Simplifies tasks like data entry, information retrieval,
communication, estimation, anomaly detection, and more.
What Is Included?
What Is Included?
1. FREE Use of OnePlan’s SPM SaaS software to
help manage your Chapter’s:
1. Objectives/Key Results
2. Ideas & Proposed Programs/Projects
3. Portfolios, Programs, and Projects/Events
2. FREE 25 Enterprise Subscriptions & Unlimited
Requestors (i.e. Idea submitters)
3. FREE Access to OnePlan Academy Online
Learning Management System
(www.oneplanacademy.com)
4. FREE Community Portal Access to share
Experiences, Questions and Best Practices with
other PMI Chapters
OnePlan Demo for PMI Chapter Leaders
Next Steps & Questions?
Next Steps
1. Confirm desire to implement OnePlan for
your Chapter Volunteer Leaders and
Schedule 30min call to walk through
provisioning of your OnePlan “group” (aka
instance/environment) by emailing
steebagy@oneplan.ai.
2. Familiarize yourself with the OnePlan
Support and Knowledge-Base site:
https://support.oneplan.ai.
3. Follow FastTrack Guide* for PMI Chapters
4. Share your feedback, questions and
experience with OnePlan and other PMI
Chapters!
Contact Us
contact@oneplan.ai
www.oneplan.ai
Steve Teebagy
steebagy@oneplan.ai
QUESTIONS?
The Power of One

Maximizing PMI Chapter Success to Streamline Events + Programs with OnePlan

  • 1.
    Maximizing PMI ChapterSuccess to Streamline Events & Programs with OnePlan Powered by Steve Teebagy – OnePlan steebagy@oneplan.ai
  • 2.
    2 Agenda (~30 min.) 3min. Introto OnePlan – Brief Overview 2min. What Is Included? – Offer Details 20min. LIVE Demo – PMI Chapter Use Case 5min. Next Steps & Questions?
  • 3.
  • 4.
    4 A Quick Note AboutMyself • Senior Account Executive at OnePlan • Member of PMI • Volunteered for 7 years with the Southern New England Chapter of PMI (SNEC-PMI) • Excited to be sharing the benefits of OnePlan with PMI Chapters across North America
  • 5.
    OnePlan is anall-in-one platform that brings together corporate strategy, portfolio planning, resource management, financial planning, work management, and reporting in one place. 01 OnePlan’s solutions are designed to help organizations make better decisions, align their resources with strategic goals, and increase their agility and innovation. 02 OnePlan is highly customizable and configurable, allowing organizations to tailor the platform to their specific needs and business processes 03 OnePlan’s solutions are used by a variety of organizations, from small startups to large enterprises, in a range of industries, including IT, healthcare, financial services, and manufacturing. 04 OnePlan is an AI-enabled Strategic Portfolio Management (SPM) SaaS solution that enables organizations to streamline their operations & gain portfolio and project visibility and alignment.
  • 6.
    Portfolio Managers Resource Planning FinancialPlanning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Strategy Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Planning Do the right work Do the work right Resource Negotiation Resource Managers Enterprise Architecture Execution Analysis What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization OKRs SPM
  • 7.
    Say Hello toOnePlan’s ‘Sofia GPT’ A Game-Changer for Strategic Portfolio Management Data Integration: Accesses data from both OpenAI's extensive network and OnePlan's own resources. AI-Driven Collaboration Sofia GPT, an advanced Azure OpenAI module, is tailored to transform strategic portfolio and work management. Intuitive Interaction: Understands natural language and provides real-time responses, enhancing strategic planning and decision-making efficiency. Automation Powerhouse: Simplifies tasks like data entry, information retrieval, communication, estimation, anomaly detection, and more.
  • 8.
  • 9.
    What Is Included? 1.FREE Use of OnePlan’s SPM SaaS software to help manage your Chapter’s: 1. Objectives/Key Results 2. Ideas & Proposed Programs/Projects 3. Portfolios, Programs, and Projects/Events 2. FREE 25 Enterprise Subscriptions & Unlimited Requestors (i.e. Idea submitters) 3. FREE Access to OnePlan Academy Online Learning Management System (www.oneplanacademy.com) 4. FREE Community Portal Access to share Experiences, Questions and Best Practices with other PMI Chapters
  • 10.
    OnePlan Demo forPMI Chapter Leaders
  • 11.
    Next Steps &Questions?
  • 12.
    Next Steps 1. Confirmdesire to implement OnePlan for your Chapter Volunteer Leaders and Schedule 30min call to walk through provisioning of your OnePlan “group” (aka instance/environment) by emailing steebagy@oneplan.ai. 2. Familiarize yourself with the OnePlan Support and Knowledge-Base site: https://support.oneplan.ai. 3. Follow FastTrack Guide* for PMI Chapters 4. Share your feedback, questions and experience with OnePlan and other PMI Chapters!
  • 13.