June 14-17, 2009

PROJECT & PORTFOLIO MANAGEMENT SUMMIT

AGENDA

 

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Sunday, June 14
2:00 pm - 7:00 pm
Executive Registration
2:00 pm - 7:00 pm
Vendor Registration
2:30 pm - 4:30 pm
Peer Networking Roundtables

4:45 pm - 5:15 pm
Executive Orientation
5:30 pm - 6:30 pm
General Session (All Attendees) - The PPM Activity Cycle: Optimizing Portfolio Costs, Risks and Returns
This session provides an overview of the Gartner PPM Activity Cycle, along with strategies for boosting PPM capability for better IT ROI. Key issues to be discussed include: • What best practices should be used to prioritize and manage IT project portfolios? • What frameworks are effective for defining business cases and project value? • How should IT investment risks factor into project portfolio prioritization? • What is the appropriate level of application portfolio risk, and how is it determined?



Matt Light
Research Vice President
Gartner 		   

6:30 pm - 8:30 pm
Welcome Reception
Sponsored by:


   

Monday, June 15
8:00 am - 8:55 am
Peer Networking Breakfast
9:00 am - 10:00 am
Keynote Session (All Attendees) - A Roadmap for the High Impact PMO
10:15 am - 11:25 am
Boardroom Sessions (IT Executives Only)
10:15 am - 11:25 am
One-on-One Meetings with Gartner Analysts (Vendors Only)



12:10 pm - 1:10 pm
Vertical Focused Luncheon

1:15 pm - 2:15 pm
Breakout Session (All Attendees) - IT Modernization Facing Inevitable Change
During a period of housecleaning, many IT organizations grapple with how best to update IT portfolios with elements that date back decades. Key issues to be discussed include: • Which key processes will be most critical, and how will these change with modernization? • How can business engagement be achieved and maintained? • Where and how should you begin modernizing your applications processes?



Jim Duggan
Research Vice President
Gartner 		   

1:15 pm - 2:15 pm
Breakout Session (All Attendees) - Use Project and Portfolio Management to Control IT Costs
Project and portfolio management are critical disciplines when prioritizing and executing cost reduction initiatives. However, cost control initiatives have unique requirements in terms of portfolio design and prioritization criteria. This presentation will look at how organizations can use PPM as a catalyst for controlling IT costs. Key issues to be discussed include: • What are some of the key challenges of controlling IT costs? • How can PPM be applied to cost control initiatives?



Barbara Gomolski
Managing Vice President
Gartner 		   

1:15 pm - 2:15 pm
Workshop: (All Attendees) - Connecting the Project Dots - Can You See a Strategy Here? - Part 1
For years CIOs have listed business-IT alignment as one of the top goals. The problem is that the PMO is often caught in the middle with a high level strategy on the one hand and dozens if not hundreds of detailed projects on the other. This two-part workshop will offer some practical techniques and approaches to help bridge the gap. Key Issues 1. How can a high level strategy be expressed in a format that is understandable by project teams? 2. Is there a way to infer strategy based on the projects that are actually being funded? 3. How can strategy be linked to projects?



Bill Rosser
Vice President & Distinguished Analyst
Gartner
Donna Fitzgerald
Research Director
Gartner 		 

2:30 pm - 3:30 pm
General Session (All Attendees) - Beyond the Business Case - Projects in the Enterprise Architecture
Identifying the common themes between portfolio management and enterprise architecture can let IT do more with less, and failure to rationalize them is negligent. This presentation will highlight the potential synergies between these two disciplines, providing realistic techniques to leverage them. Key issues to be discussed include:
• Using EA in PPM in theory
• Using EA in PPM in practice
• What you can do ,br>



Robert Handler
Vice President & Distinguished Analyst
Gartner 		   

2:30 pm - 3:30 pm
Breakout Session (Vendors Only) - PPM Applications - Dataquest Market Outlook
This presentation gives providers of PPM technology a look into Dataquest's research methods, data and conclusions, analyzing the state of the PPM market, trends and likely future developments. Key issues to be discussed include: • What is the size and growth of the Project and Portfolio Management software market, and how are vendors positioned in it? • What are the dynamics affecting this market? • How will the PPM market evolve over the next five years?



Laurie Wurster
Research Director
Gartner
Matt Light
Research Vice President
Gartner 		 

2:30 pm - 3:30 pm
Workshop: (All Attendees) - Connecting the Project Dots - Can You See a Strategy Here? - Part 2
For years CIOs have listed business-IT alignment as one of the top goals. The problem is that the PMO is often caught in the middle with a high level strategy on the one hand and dozens if not hundreds of detailed projects on the other. This two-part workshop will offer some practical techniques and approaches to help bridge the gap. Key Issues 1. How can a high level strategy be expressed in a format that is understandable by project teams? 2. Is there a way to infer strategy based on the projects that are actually being funded? 3. How can strategy be linked to projects?



Bill Rosser
Vice President & Distinguished Analyst
Gartner
Donna Fitzgerald
Research Director
Gartner 		 

3:30 pm - 4:00 pm
Coffee & Conversation
4:00 pm - 5:10 pm
Boardroom Sessions (IT Executives Only)

4:00 pm - 5:10 pm
One-on-One Meetings with Gartner Analysts (Vendors Only)
5:30 pm - 6:30 pm
Breakout Session (All Attendees) - Five Ways BPM Can Help PPM Boost Business Results
Business Process Management supports PPM by focusing on high-value processes, applying the right metrics for proof, gaining energized business sponsors, using superior modeling to gain both business and IT support, and selecting the right scale to win approval. Key Issues to be discussed include: • How does BPM strengthen a business case for project justification? • What are the keys to choosing the right process performance metrics? • When can a process view demonstrate strong alignment with business strategy?



Bill Rosser
Vice President & Distinguished Analyst
Gartner 		   

5:30 pm - 6:30 pm
Breakout Session (All Attendees) - PPM Maturity Model: A Roadmap for an Evolving PPM Function
In this presentation, we’ll focus on how to match the people, processes and technology to the needs of the organization, based on its industry culture and its current level of program and portfolio management (PPM) maturity. We’ll then suggest approaches to moving toward the next level of maturity in a manner in which everyone in the company will be comfortable. Finally, we’ll review a variety of structures for the program management office (PMO), and help align the structure to the problem that needs to be solved at each level of PPM maturity. Key issues to be discussed include: • What are the basic principles for maturity models? • What is Gartner's maturity model for program and portfolio management? • How can PPM leaders use people, process and tools to improve PPM maturity and deliver its stated objectives?



Donna Fitzgerald
Research Vice President
Gartner 		   

5:30 pm - 6:30 pm
Breakout Session (All Attendees) - PMO Setup or Revamp
6:30 pm - 8:30 pm
PPM Pavilion

6:30 pm - 8:30 pm
One-on-One Meetings with Gartner Analysts (IT Executives Only)
Tuesday, June 16
7:30 am - 8:15 am
Peer Networking Breakfast
8:15 am - 9:15 am
General Session: Becton Dickinson, UMT Consulting Case Study
Paul Falkenstein, BD Vice President, Product Development Processes & Planning will provide a real world view on how BD designed, implemented and deployed a portfolio management solution in order to gain total visibility of their global R&D demand and provide corporate executives with detailed portfolio analyses for optimization and rationalization of all investments. This presentation will explore how BD achieved:
•Global governance - adherence to the global product development system (GPDS) within the portfolio management tool.
•Global harmonization - the use of standardized metrics and calculations across all business units.
•Global transparency - the consolidation of all investments and valuations within one system to give stakeholders the information necessary for making effective portfolio decisions.



Paul Falkenstein
Vice President for Product and Portfolio Processes
Becton Dickson 		   

9:25 am - 11:15 am
Boardroom Sessions (IT Executives Only)
9:25 am - 11:15 am
One-on-One Meetings with Gartner Analysts (Vendors Only)
11:30 am - 12:30 pm
Breakout Session (All Attendees) - Adapt or Die - The PMO Emergent
PMOs are under ongoing pressure to show how they contribute to improved performance and must adapt as the source of pressure changes. Key issues to be discussed: • If the role of the PMO remains much the same in most IT organizations, what is the best path to continuous improvement? • What will be the role of the PMO in innovation-driven enterprises? • How could the role of the PMO mutate in the hyper-connected future? • What factors could lead to the demise of the PMO?



Matt Light
Research Vice President
Gartner
Donna Fitzgerald
Research Vice President
Gartner 		 

11:30 am - 12:30 pm
Breakout Session (All Attendees) - Selecting the Right Metrics for IT and Project Performance
Measuring the success of projects, and the IT organization as a whole is essential, but many organizations struggle with what to measure. This presentation will explore best practices for measuring and communicating IT performance.



Barbara Gomolski
Managing Vice President
Gartner 		   

11:30 am - 12:30 pm
Breakout Session (All Attendees) - Effective PPM Executive Dashboarding - Tips and Techniques
12:30 pm - 1:45 pm
Lunch in PPM Pavilion
1:45 pm - 2:45 pm
General Session: IT - It's Just One Portfolio
During turbulent times, organizations lose focus, telling the world they are positioned for resumed growth without actually focusing on growth plans. Portfolio management provides a sanity check, ensuring limited resources are allocated responsibly and in alignment with the vision of the enterprise. Key issues to be discussed include:
• What is portfolio management?
• What works in practice?
• What you can do?




Robert Handler
Vice President & Distinguished Analyst
Gartner 		   

2:55 pm - 3:55 pm
Breakout Session (All Attendees) - PPM Best Practices: Balancing PPM Process Adoption & Process Automation
The key to PPM success is the careful balancing of People, Process, and Technology. In this session, you will learn how to strike this balance, how to avoid common PPM pitfalls, and how to prepare for your PPM investment for success. Key issues to be discussed include: • Why should you pursue PPM? • How can you prepare to invest in PPM? • What are some key best practices in a PPM initiative?



Daniel Stang
Principal Research Analyst
Gartner 		   

2:55 pm - 3:55 pm
Breakout Session - Application Portfolio Management: Inventory vs. Strategy
What is an application strategy? This presentaton examines how to determine, evaluate and act on your existing application inventory, setting application strategy. We’ll show the implications of application strategies on costs and budgeting, and how they structure IT modernizations, migrations and retirements. o What information is needed about existing applications in use? o How should an organization assess and formulate strategies for applications? o How should PPM practices change to exploit APM assessments and strategies?



Jim Duggan
Research Vice President
Gartner 		   

4:00 pm - 5:00 pm
General Session (All Attendees) - PPM Applications & Providers - Using Technology to Execute the Vision
Successful PPM is achieved through the correct balance of People, Process, and Technology. In this informative session, you will learn about the Technology aspects of PPM, including the current market and user adoption trends, the performance of the vendors in the market, and the positioning of vendors in the PPM for IT Magic Quadrant. Key issues to be discussed include: • What are the current user and market trends in PPM? • How are PPM providers currently performing in the PPM market worldwide? • How are the PPM vendors positioned in the PPM for IT market?



Daniel Stang
Principal Research Analyst
Gartner
Laurie Wurster
Research Director
Gartner 		 

5:00 pm - 5:45 pm
Coffee & Conversation
5:45 pm - 7:00 pm
PPM Pavilion

5:45 pm - 7:00 pm
One-on-One Meetings with Gartner Analysts (IT Executives Only)
7:30 pm - 8:00 pm
Cocktail Reception
8:00 pm - 10:00 pm
PPM Awards Dinner

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