Connecting Strategy to Execution – Maximizing Value and Aligning Resources with OnePlan Slides.pdf

Connecting Strategy to Execution - Maximizing
Value and Aligning Resources with OnePlan

Disconnect Between Strategy and Value
Strategic Disconnect
GAP
• Misaligned execution priorities
• Siloed efforts hamper an end-to-
end or enterprise view
• Uncertain benefits of newer,
unfamiliar digital investments
Stalling digital transformation Value from digital investments

Disconnect Between Strategy and Value
Strategic Disconnect
GAP
• Misaligned execution priorities
• Siloed efforts hamper an end-to-
end or enterprise view
• Uncertain benefits of newer,
unfamiliar digital investments
Stalling digital transformation Value from digital investments
Strategic portfolio
management
• Connect strategic goals with
execution priorities.
• Create digital cohesion across
enterprise investments.
• Accurately quantify, track and
report initiative benefits.

Advanced the capabilities and effectiveness
of organizations significantly
Clarity and
consistency to
project
management
activities
Helps define and
pursue clearer
objectives
Make planning
operations more
realistic and
complete
Optimize the
allocation of
resources
Improve the quality
of deliverables
Better visibility and
reporting.
Traditional Project Portfolio Management (PPM)
Typical traditional
PPM benefits
include…
Many tools
available that
provide these
capabilities, or just
individual project
and task
management

System of:
• Strategy development and planning
• Organizational alignment
• Operational plans
• Monitoring. learning, testing and adapting
afterward
Process involving people, strategy and operations
Align Strategy With Execution
Executing strategy in the digital age requires tools connecting the shared objectives of business
strategists and those executing the change and measuring true business value.
Forms the basis for an increase in value by
“executing” the strategy

Leadership requires SPM to support enterprise-wide
strategy-to-execution alignment and adaptation.
Definition of key business strategies and desired
business outcomes, and mapping key portfolio
elements, such as business capabilities, investments,
programs, digital and physical products, applications,
and projects.
Capture, define and prioritize business strategies; manage
the execution of initiatives and projects that drive the
achievement of these strategies; and provide full visibility
and management of core functional assets.
Strategic Portfolio Management (SPM)
Supports three key stakeholders from Leadership who sets
direction, IT/Functional management who owns the critical
assets in infrastructure and Execution teams that plan and
deliver projects and products in the pursuit of reaching the
business goals.
A set of business capabilities, processes and supporting technologies that can focus an organization’s
finite resources to execute enterprise-wide business strategy.
Application

Shift Toward SPM to Enable Organizational Agility
Key Findings
 Less than 20% of organizations are highly effective at
all three key attributes
 A fragmented approach to designing the future of
work can lead to excessive costs due to conflicting
priorities, redundant processes and misaligned goals.
 In a distributed delivery environment, business leaders
overemphasize local customer needs while making
decisions and unintentionally pull the enterprise away
from its strategic objectives.
Gartner - Shift Toward Strategic Portfolio Management to Enable Organizational Agility
The increasing pace of change and environmental turbulence
creates unsustainable strain for organizations. The need for agility
will drive strategic portfolio leaders to increase adoption of
strategic portfolio management, evolve EPMO capabilities, and
change supporting tooling and metrics.
SPM has three key attributes:
1. Portfolio alignment
2. Value-driven decision making
3. Ongoing portfolio flexibility
A recent Gartner study shows that organizations that are highly
effective at all three attributes are approximately twice as likely to
drive positive business outcomes.

Importance of Strategic Portfolio Management in
Today's Business Environment
Emerging Technologies and
Business Models
Increasing Complexity in
Business Environments
Greater Need for Financial
& Resource Optimization
Demand for Data-Driven
Decision Making
Adoption of Agile and Other Project
Management Methodologies
As the business environment becomes more complex and uncertain,
organizations are seeking ways to manage risk and optimize their
portfolios to ensure they are aligned with their strategic goals.
Many organizations are facing budget constraints and limited
resources. OnePlan helps organizations to identify and prioritize
the most critical projects and investments and allocate resources
more effectively to maximize their return on investment.
With the increasing availability of data and analytics tools, there is a growing
demand for data-driven decision making. OnePlan leverages data and analytics to
provide insights into portfolio performance, enabling organizations to make
informed decisions that align with their strategic goals.
As more organizations adopt agile and other iterative project management
methodologies, there is a greater need for effective portfolio management.
OnePlan can help organizations to ensure that their project portfolios are
aligned with their strategic goals, identify areas of overlap and duplication,
and allocate resources more effectively.
The emergence of new technologies and business models
creates new opportunities and challenges for organizations.
OnePlan provides a framework for organizations to evaluate
and prioritize these opportunities, and to ensure that they are
aligned with their overall business strategy.

Strategic Portfolio Management Life Cycle
Strategy
definition
Strategic
planning
Strategic
execution
Objectives Roadmaps

OnePlan Strategic Portfolio Management
A complete solution for the Enterprise
BUSINESS LEADERS
Solutions that define business goals and strategies,
as well as track progress at the levels of portfolios,
business capabilities, products and strategic
initiatives.
OKRs | VALUE STREAMS
FUNCTIONAL LEADERS
Solutions that can present the interrelated
perspectives, views and considerations needed to
make strategic decisions across the business.
ENTERPRISE ARCHITECTURE MANAGEMENT
APPLICATION PORTFOLIO MANAGEMENT
PRODUCT PORTFOLIO MANAGEMENT
EXECUTION LEADERS
Solutions that support the selection, planning and
execution of a variety of different Initiatives across
the organization
ADAPTIVE | PSA | AGILE | PRODUCT

Project
Management
Office
Innovation/
Transformation
Sales &
Marketing
Information
Technology
Professional
Services
App/Product
Development Operations
Enterprise-wide and Cross-Functional Efforts
PMOs use
OnePlan solutions
to manage the
organization's
portfolios of
projects and
ensure that
resources are
being used
effectively to
achieve the
organization's
strategic goals and
objectives.
Transformation
departments use
OnePlan as a tool
to help them
prioritize and
manage the
various projects
and initiatives that
they undertake as
part of a broader
transformation
effort.
IT departments
use OnePlan
solutions to
manage their
portfolios of
technology
projects and
ensure that
resources are
being used
effectively to
achieve their goals
and objectives.
App/Product
Development
departments use
OnePlan solutions
to effectively
manage the
development of
new applications &
products and
ensure that
resources are
allocated
appropriately to
maximize value
Professional
Services
departments use
OnePlan solutions
to optimize their
project and
resource
portfolios, align
them with their
strategic
objectives, and
maximize the
value of their
services.
Sales & Marketing
departments use
OnePlan to
manage various
marketing
campaigns and
initiatives, such as
product launches,
advertising, and
events.
Operations
departments use
OnePlan solutions to
manage their
portfolios of
initiatives and
investments related
to improving
operational efficiency
and ensuring that
resources are being
used effectively.

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

Strategic Portfolio Management - OKRs
Strategic
Portfolio
Leadership develops and executes a strategic plan with metrics on progress

Strategy Execution and Alignment
Strategy
Execution

Order Processing 2.0 Program
Grow Revenue
15%
Application
Order System
Implement 5 new
partners
Grow online
ordering to 20% of
all transactions
Current Market
growth of 10%
Online ordering
system
enhancements
EPIC
IT
Incentive campaign
to drive online
ordering
EPIC
Marketing
Automated Picking
System
Implementation
Waterfall
IT
Capability
Order Processing
Objectives Key Results
Initiatives
Application
Picking System
Enhance Implement
The Need for Further Alignment

Order Processing 2.0 Program
Grow Revenue
15%
Application
Order System
Implement 5 new
partners
Grow online
ordering to 20% of
all transactions
Current Market
growth of 10%
Online ordering
system
enhancements
EPIC
IT
Incentive campaign
to drive online
ordering
EPIC
Marketing
Automated Picking
System
Implementation
Waterfall
IT
Capability
Order Processing
Objectives Key Results
Initiatives
Application
Picking System
Enhance Implement
All Done in OnePlan
Project Portfolio
Strategic Plan

Objective Runway
Project Runway
OnePlan Visualizer

Visual Resource Capacity Planning
• Detail time-phased resource estimates
• From idea to execution
• FTE, percentage and hours
• Look at existing demand and
commitments as you are planning
Resource planning for individual
ideas/requests based on organization-wide
capacity and demand

Resource Capacity Planning Organization-Wide
• High-level capacity and demand with a
fast and visual user experience
• Look at resources proposed and
committed across all initiatives and work
efforts
• Easily substitute and balance resourcing
with drag-and-drop re-assignment, or
simple replacement
• Match individual resources to the
initiatives’s requirements by finding team
members according to their roles, skills,
and availability.
Resource planning and visibility
across the enterprise

▪ Capture and save different scenario models
▪ Models for specific business units,
departments, etc.
▪ Apply constraints and targets for cost,
benefits, etc.
▪ Views of initiatives that are in/out
▪ Comparison of scenarios
OnePlan Modeler
What-if Scenario Modeling
Drive business value with
robust portfolio analysis
Easily model different portfolio scenarios to
determine the best strategic path. Weigh
proposals against strategic business drivers and
objective scoring criteria, all while considering
cost and resource constraints

• Strategic Portfolio Management (SPM) has become important in
today’s business environment
• Increased complexity, and the fast pace of change requires
enhanced methods and approaches
• There is a disconnect between strategy and value in many
organizations
• Governance approaches need to evolve to become more outcome
oriented
• Decisions should be aligned with stakeholder strengths, and
maintain their involvement through collaboration
• Team autonomy should be enabled within established boundaries
• OnePlan provides end-to-end Strategic Portfolio Management in
the Microsoft Cloud
• The use of AI provides valuable assistance and insights to our SPM
efforts, and Sofia GPT provides AI-enabled capabilities in OnePlan
Summary

- Global PPM Leader for 5 Consecutive Years
Consistently Recognized as a Market Leader
OnePlan cited as a top vendor in
“Determine the Future of Microsoft
Project in Your Organization”
Strategy and Innovation
2023 & 2024 Peer Insights
“Voice of the Customer”
Strategic Portfolio Management
Strong Performer
in The Forrester Wave
Strategic Portfolio Management

Free Trials
https://oneplan.ai/solutions/
Complimentary
assistance available
from OnePlan

Contact Us
contact@oneplan.ai
www.oneplan.ai
Scott Daley
sdaley@oneplan.ai
Thank You!!
The Power of One

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