Roundtable featuring PPM leaders from The College Board, Marquette University and Southern California Edison. You’ll hear about the good, bad and ugly of their portfolio management journeys, and learn what steps they took to develop key capabilities along the road to PPM success.

1. Client Roundtable Webinar:
Snapshots From The PPM Journey
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@UMT360
LinkedIn.com/company/umt360/
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Hosted by Ben Chamberlain | Chief Product Officer, UMT360

2. Today’s Roundtable
Aric Line
Portfolio Manager, PfMP®
The College Board
Dan Smith
Deputy CIO
Marquette University
Lisa Larios
Senior Manager PMO
Southern California Edison

3. Strategic Portfolio Management
The missing link to help you
orchestrate business transformation

4. Gartner PPM Summit – 159 Surveys
0
10
20
30
40
50
60
70
Gain Visibility
Across All Work -
Address the Tri-
Modal Reality:
Derive Execution
from Strategy:
Adopt a
Continuous /
Dynamic
Planning Model:
Maximize
Resource
Utilization:
Generate Cost
Transparency:
Value
Management &
Benefits
Realization:
Visualize and
manage
dependencies
across the
enterprise:
Portfolio
Analytics &
Insights:
Go beyond
projects to
connect all
portfolios:
Implementing or
Scaling Agile:
Top 3 Imperatives Keeping PMOs up at Night
Choice 1 Choice 2 Choice 3Rank 1 Rank 3Rank 2

5. Open
Discussion:
Key
Capabilities
Tri Modal Reality – Controlling all types of work
Strategic Planning – Deriving Execution from Strategy
Effective Resource Management / Utilization
Dependency Management & Roadmaps
Business Intelligence & Portfolio Analytics

6. Tri Modal Reality – Controlling all types
of work
Agile Waterfall
Hybrid Six Sigma
Work
Mgmt.
• Gone are the days of a one-
size-fits-all PPM / project
execution approach
• Today’s teams have the
choice of how to execute
and a wide variety of tools
to choose from
• Harmonizing controls
across all projects is the key

7. Strategic Planning – Deriving all Execution
from Strategy
• Evolve from project to
product / capability driven
planning
• Move from static annual
planning to continuous /
dynamic planning
• Become the CFO of your
project and program
portfolios. Capital
stewardship is key!

8. Effective Resource Management /
Utilization
• It seems like the goal posts keep
shifting
• 3 key things that will help you
master resource management
• Fidelity in resource demand
data
• Better ways for Resource
Managers to manage
commitments
• Ability to easily model the
impact of portfolio decisions
on resource capacity

9. Dependency Management &
Roadmaps
• Managing and visualizing
cross-project and portfolio
dependencies is a challenge
• Everyone wants to automate
near, medium and multi-year
roadmaps
• Going beyond projects to
connect to the business & IT
portfolios you are transforming
is key to mastering digital
business transformation

10. Business Intelligence & Portfolio
Analytics
• Most PPM tools are a vault of
rich and underutilized data
• Modern-day BI tools help
everyone to effectively mine
this data and gain visibility
• Dashboards are great, but you
still need the ability to run
what-if-analysis to model the
impact of changes to your
portfolio

11. [ poll 1 ]
Which of the portfolio imperatives
discussed today keep you up at
night? (multi-select)

12. Thank you to our panel!
Aric Line
Portfolio Manager, PfMP®
The College Board
Dan Smith
Deputy CIO
Marquette University
Lisa Larios
Senior Manager PMO
Southern California Edison

13. Thank you for joining us today!
Visit www.UMT360.com to learn more.
www.UMT360.com
@UMT360
LinkedIn.com/company/umt360/
#StrategicPMO