As the year winds down, wrapping up projects and preparing for what’s next can feel overwhelming—but it also presents an opportunity to unlock significant value for your organization. In this session, we’ll explore actionable strategies that help you close the year on a high note while setting the stage for a successful start to 2025.
Key Takeaways:
Align your year-end projects with strategic business goals to ensure high-value outcomes.
Optimize resources and budgets with OnePlan’s intelligent tools, saving time and reducing waste.
Maintain full visibility and control across all initiatives by seamlessly integrating OnePlan with your existing systems.
Leverage actionable insights and detailed reporting to showcase value and inform decision-making for the year ahead.
Kickstart 2025 with purpose by setting up clear, strategic initiatives designed to maximize your impact.
As a Corporate Strategy Leader, you are under immense pressure to drive organizational success, align strategic initiatives, and ensure the effective allocation of resources to drive business outomes. OnePlan’s Strategic Portfolio Management Platform, powered by advanced AI, provides a comprehensive solution for managers looking to overcome these challenges with greater efficiency, insight, and impact. This webinar will explore how OnePlan’s SPM platform can transform strategic planning and execution within your organization. Learn How To:
Align Strategy and Execution: Discover how OnePlan ensures that every initiative aligns with your organization’s strategic objectives, optimizing outcomes and driving success.
Make Data-Driven Decisions: Learn how AI-powered analytics and predictive insights can empower managers to make informed decisions, anticipate future trends, and adapt strategies in real time.
Optimize Resources: Explore strategies for maximizing the use of available resources, reducing waste, and increasing ROI through intelligent planning and allocation features.
Collaborate with Transparency: Understand the importance of fostering a collaborative environment within the Corporate Strategy Office and across departments, facilitated by OnePlan’s centralized platform.
Manage Risk with Agility: See how OnePlan’s AI capabilities can help your team identify potential risks early, propose mitigation strategies, and maintain agility in the face of changing market conditions.
This webinar is designed for strategy executives, portfolio managers, and professionals involved in corporate planning and execution, who are looking to leverage advanced technologies to elevate their strategic processes and outcomes. Join us to uncover the transformative potential of OnePlan’s Strategic Portfolio Management Platform and AI for your Corporate Strategy Office.
AI for Strategic Portfolio Management A Roadmap for SuccessOnePlan Solutions
As AI continues to revolutionize industries, it’s no longer just about understanding what AI can do but how your organization can leverage it to drive success. In this webinar, discover how to create and implement an AI-powered roadmap that automates essential projects and provides predictive insights to help you make smarter, faster decisions.
We will explore how OnePlan’s AI capabilities can streamline workflows, optimize resource allocation, and enhance portfolio performance through real-world applications that ensure long-term strategic alignment. Learn to harness AI’s potential to lead your organization into the future of portfolio management.
Using AI for Successful Projects -The Portfolio Leader’s 3-Step Plan - Webina...OnePlan Solutions
As AI brings transformative change to businesses, Project Portfolio Management leaders must act now to seize its potential. In this webinar, learn how to implement a three-step AI adoption plan using OnePlan’s AI capabilities to optimize your Strategic Portfolio Management lifecycle. We’ll show you how to close gaps, enable enterprise-wide collaboration, and accelerate value with AI while mitigating risks.
Connecting Strategy to Execution – Maximizing Value and Aligning Resources wi...OnePlan Solutions
Bridging the gap between strategy and execution is one of the biggest challenges organizations face. Misaligned priorities and unclear visibility can lead to wasted resources and missed opportunities. Join us as we demonstrate how to translate strategic goals into actionable plans, align resources effectively, and use real-time insights to drive better decisions. Learn how OnePlan empowers leaders to turn vision into results with a streamlined, transparent approach to execution.
Embracing Change - The Impact of Generative AI on Strategic Portfolio ManagementOnePlan Solutions
The rapid emergence of Generative AI (GenAI) presents a transformative challenge and opportunity for strategic portfolio leaders. This webinar delves into how GenAI is reshaping the landscape of strategic planning and execution. As GenAI technology infiltrates the workplace, it introduces substantial knowledge and skills gaps that can hinder the efficiency of strategic portfolio management (SPM) if not promptly addressed.
Guiding IT Departments and PMOs Through Change - A Leader’s Guide to Strategi...OnePlan Solutions
For CIOs, PMO leaders, and IT departments navigating unforeseen changes, Strategic Portfolio Management (SPM) offers a pathway to resilience and strategic alignment. In this webinar, discover how to leverage SPM to lead through change, align IT and project initiatives with business objectives, and drive sustainable outcomes across the enterprise. Learn how SPM empowers IT and PMO teams to optimize resources, foster collaboration, and build a proactive, future-proof portfolio strategy that thrives amid disruption.
Key Takeaways:
Adapt to Disruption: Leverage SPM to maintain agility in dynamic digital environments.
Align Portfolios with Business Goals: Synchronize IT and project initiatives with organizational priorities.
Implement Outcome-Focused Governance: Drive alignment and accountability across IT and PMO functions.
Optimize Resources Effectively: Reallocate resources to maximize impact and meet changing demands.
Build a Resilient Portfolio Strategy: Develop a future-proof approach to thrive through change
Strategic planning is an art of formulating strategies, implementing and evaluating them. Equipping leaders and managers with skills such as problem solving, communication,critical thinking, decision making and leadership that are required to plan strategically in a competitive business environment.
Auraa Image Management and Consulting specializes in training leaders, managers and their teams to develop a growth oriented mindset and hone their skills to formulate and execute strategic business objectives.
If your organization is unable to achieve the expected desired results, it may be time to rethink the organizational strategy. Connect with us and learn how to strategically plan for success.
Contact: +91 9958934766 / +91 7830222285
Email: [email protected] / [email protected]
Website: https://auraaimage.com / https://samiragupta.com/
Transforming Strategic Portfolio Management with OnePlan Sofia GPTOnePlan Solutions
As AI tools evolve, becoming more sophisticated and user-friendly, the landscape of technology adoption is undergoing a significant transformation. The era of needing extensive guidance to harness AI’s power is fading. Now, solutions for intricate domains like Strategic Portfolio Management are readily accessible, with impactful insights just a click away. This evolution paves the way for OnePlan’s Sofia GPT, a game-changer in Strategic Portfolio Management. Join our exclusive webinar to explore how OnePlan’s Sofia GPT is reshaping how you may view Strategic Portfolio Management and discover the immediate, tangible benefits it can bring to your organization.
https://oneplan.ai/
This document discusses project, program, and portfolio management processes and checklists. It addresses how a project management office, program management office, and portfolio management office can help organizations answer key questions around costs, redundancy, cross-functional alignment, change impact, and leveraging existing investments. It provides an overview of processes and frameworks for program and portfolio management including workshops, risk management, governance, and realizing business benefits. Checklists are also included for project initiation, planning, execution, control, and closure.
The document discusses strategic planning and its importance for project managers. It outlines the key elements of strategic planning, including goal setting, strategy development, customer and internal business analysis, strategic choices, implementation, and evaluation. It argues that project managers need to understand business strategies in order to position themselves as partners rather than just hands, and that linking projects to corporate strategies is critical for success. A basic knowledge of strategic planning principles is necessary for project managers to fulfill this role effectively.
Strategy Planning and Deployment Process Training ModuleFrank-G. Adler
The Strategy Planning and Deployment Training Module v6.0 includes:
1. MS PowerPoint Presentation including 97 slides covering our Strategy Planning and Deployment Process using Strategy Maps and Hoshin Kanri, including Introduction to Strategy Planning, Organizing the Process, Current State Analysis (CSA), Strategic Vision Elements, Strategic Breakthrough Objectives, Strategy Maps, Strategic Initiatives and Tactics, Strategy Deployment Matrix, and Strategy Implementation and Review.
2. MS Excel Templates for Annual Planning, Criticality Analysis, Force Field Analysis, Radar Gap Analysis Chart, Strategy Grid Alignment Matrix, Strategy Grid Correlation Matrix, Project Selection Matrix, Bowling Chart, and Strategy Implementation Review Table.
3. MS Word Current State Analysis (CSA) Questionnaire
4. MS Excel Hoshin Kanri Strategy Deployment X-Matrix Template
This document summarizes a seminar on applying financial realities to strategic planning. The seminar objectives are to help professional services firms use advanced financial models in parallel with strategic planning to assess how different strategies could impact revenues, returns, and risks over time. This enhances strategic decision making. The seminar will discuss building a robust strategic forecasting model, capabilities that enhance decision making, integrating strategic and operational forecasts, and approaches to strategic risks.
Keith Atteck presented on developing an effective information governance strategy at the ARMA Canada Conference in 2016. He emphasized that strategy connects the present to the future. Atteck has over 20 years of experience in information governance, records management, and project management. He discussed how to articulate a clear IG strategy by connecting to stakeholders' needs, demonstrating value, and linking initiatives to organizational objectives. Atteck also stressed the importance of change management, defining metrics and success measures, and establishing controls to manage and verify success of the strategy.
Bring Strategic Portfolio Management to Monday.com using OnePlan - Webinar 18...OnePlan Solutions
Unlock the full potential of your projects with OnePlan’s seamless integration with monday.com. Join us to discover how OnePlan enhances monday.com by aligning your portfolio of projects with your organization’s strategic goals, optimizing resource allocation, and streamlining performance tracking. Learn how this powerful combination can drive efficiency, cost savings, and strategic success within your organization.
What are the differences between project and program management? How are they similar? What strategies are necessary for a successful transition from one to the other?
This presentation will address those questions and in addition provide practical guide lines and tips to those individuals aspiring be successful program managers as well as organizations that are in transition.
This document discusses managing organizational strategy using a balanced scorecard (BSC) solution. It describes how the BSC solution can help:
1) Align strategy with execution by developing scorecards that map strategic objectives and initiatives across departments;
2) Drive organizational awareness of strategy through communication of strategic objectives and individual scorecards; and
3) Establish accountability and focus by linking appraisals and incentives to achieving strategic targets.
The document outlines a proposed four-phase process for developing a Talent Acquisition roadmap. Phase 1 involves determining objectives by aligning TA goals with corporate goals. Phase 2 assesses the current state of the TA function using the Bersin maturity model. Phase 3 develops goals and plans improvements across areas like structure, skills, processes and diversity. A sample roadmap schedules improvements over quarters. Phase 4 validates the roadmap with leadership, socializes it with stakeholders, and implements the changes. The roadmap approach provides a strategic, structured way for a TA team to plan improvements aligned with business needs.
The document discusses how strategy execution requires the right tools to monitor and optimize strategy implementation. It summarizes Kaplan and Norton's six-stage model for developing and executing strategy, which includes defining strategic objectives, creating strategy maps and balanced scorecards, aligning the organization, planning operations, monitoring performance, and testing and adapting the strategy. Project and portfolio management tools can help organizations effectively plan, monitor, and optimize strategy execution at each stage by linking strategic goals to projects, tracking performance and resources, and providing insights to improve strategy.
Creating Competitive Advantage with Strategic Execution Capability V1.0Jon Hughes
The document discusses the Strategic Execution Framework (SEF), which is a model that helps organizations align strategy creation with execution by assessing six key capabilities: Ideation, Nature, Vision, Engagement, Synthesis, and Transition (INVEST). Conducting a diagnostic using the SEF can identify strengths and weaknesses in these capabilities and their linkages. Addressing weaknesses through initiatives to develop capabilities can help organizations more effectively execute strategies and gain competitive advantage. Common weaknesses identified include a lack of understanding interrelationships between capabilities, poor synthesis of strategies into coordinated programs and projects, and an inability to transition projects to operations.
This document provides a summary of project management services from SSCG, a global management consulting firm. SSCG offers portfolio, programme and project management consulting to help clients improve processes and capabilities. Key services highlighted include portfolio management, programme management office setup, benefits realization assessment, and project risk assessment. The document emphasizes that effective project management can help drive strategic alignment, reduce costs and improve success rates. Contact information is provided to learn more about SSCG's project management consulting offerings.
Improved Business Performance Through Effective Portfolio ManagementStephanie Milne
The document discusses improving business performance through effective portfolio management. It outlines some common business challenges around resource management, project prioritization, and process management. It then discusses addressing these challenges by doing the right projects aligned with strategy and goals, and doing projects right through effective processes, governance, and information systems. Finally, it contrasts characteristics of businesses with poor versus high performing portfolio management practices.
Whitepaper - Connected Project Portfolio Management in the Oil & Gas IndustryAshwin Menon
One vital question often asked by executives dealing with an ever-changing market landscape is, “How should my company most effectively invest in in order to grow our revenue, capture market share, and increase profitability?"
To sustain long-term growth, companies must manage a number of projects at different stages of maturity. Many organizations struggle with capturing the voice of the customer, and translating that input into executable projects staffed with the right resources, while also ensuring adequate due diligence to make certain that projects align to corporate strategy and meet market expectations. Companies that more effectively manage this process position themselves for greater revenue realization, market share, and/or profitability.
Capital project portfolio management is all about making decisions about investment mix, matching investments to objectives and aligning them to strategy, allocating the right resources to the right projects, and balancing risk against performance.
This document offers our point of view on how capital project portfolio management must be implemented, how SAP can help, and some of the leading practices we have seen.
1. The document discusses how to effectively execute corporate strategy by optimizing processes across the strategic planning, portfolio management, project management, and operations lifecycles. It argues that weaknesses in any part of the lifecycle can undermine success.
2. It identifies common issues that arise in each part of the lifecycle like unclear objectives, lack of prioritization of investments, project misalignment, and resistance to change. Best practices are outlined to address these issues.
3. The document emphasizes analyzing relationships and information flow across the entire lifecycle. Mapping current processes and systems reveals gaps and duplication that improved coordination and integration can address for more efficient strategy achievement.
This document discusses how organizations can effectively execute their corporate strategies through optimizing processes across the strategic lifecycle. It identifies that sound strategic planning, portfolio management, project management, organizational change management, and operations are all critical to achieving business objectives. However, these functions are often disconnected, leading to obstacles. The key is understanding how to accomplish goals through clear processes and information flow between the strategic planning, execution, and benefits realization phases. Proper strategic alignment, best practices, performance management, and an adaptive organizational culture are necessary for successful strategy execution.
How Do Our Most Successful Customers Do It? The Must-Have Ingredients for Val...SAP Ariba
This document discusses key ingredients for successful business transformations. It identifies program vision and business case, executive sponsorship, supporting policy, cross-functional collaboration, and communication as critical success factors. The document provides best practices for each success factor and explains how they can increase the likelihood of a transformation effort achieving its goals. Executive sponsorship in particular is emphasized as essential for gaining company-wide support, ensuring goals are prioritized, and removing barriers to progress. Strong program vision and business case are also highlighted as important to define expected outcomes and benefits in a clear and tangible way.
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...OnePlan Solutions
Learn more: https://oneplan.ai
In this session, our experts will guide you through the step-by-step process of integrating Smartsheet with OnePlan's advanced SPM capabilities. Discover how to align your organization's goals, prioritize initiatives, allocate resources efficiently, and track performance effectively – all within a single, integrated platform. Don't miss this opportunity to unlock the true potential of your projects and portfolios through this transformative synergy between Smartsheet and OnePlan.
Stop Reactive Portfolio Management: How to Anticipate Risks & Stay Ahead of C...OnePlan Solutions
Do you feel like you’re constantly putting out fires instead of managing projects strategically? Many PMOs and portfolio leaders spend their time in reactive mode, responding to shifting priorities, unexpected bottlenecks, and last-minute escalations—because they lack the insights needed to anticipate problems before they happen.
In this webinar, we’ll show you how to transition from reactive firefighting to proactive portfolio management using real-time risk tracking, scenario modeling, and smarter resource planning. Learn how to get ahead of disruptions, align work with strategy, and take back control of your portfolio.
Fixing Project Portfolio Visibilit: How to Get Real-Time Insights for Better ...OnePlan Solutions
Executives need a clear, real-time view of their portfolio to drive strategy, yet too often, they’re forced to make critical decisions based on outdated, incomplete, or siloed data. When project priorities shift and resources are stretched thin, a lack of visibility leads to misalignment, wasted investment, and uncertainty.
Join this webinar to learn how to eliminate strategic blind spots by implementing real-time portfolio insights, AI-driven prioritization, and integrated reporting—so you can see the full picture and make confident, data-backed decisions.
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This document discusses project, program, and portfolio management processes and checklists. It addresses how a project management office, program management office, and portfolio management office can help organizations answer key questions around costs, redundancy, cross-functional alignment, change impact, and leveraging existing investments. It provides an overview of processes and frameworks for program and portfolio management including workshops, risk management, governance, and realizing business benefits. Checklists are also included for project initiation, planning, execution, control, and closure.
The document discusses strategic planning and its importance for project managers. It outlines the key elements of strategic planning, including goal setting, strategy development, customer and internal business analysis, strategic choices, implementation, and evaluation. It argues that project managers need to understand business strategies in order to position themselves as partners rather than just hands, and that linking projects to corporate strategies is critical for success. A basic knowledge of strategic planning principles is necessary for project managers to fulfill this role effectively.
Strategy Planning and Deployment Process Training ModuleFrank-G. Adler
The Strategy Planning and Deployment Training Module v6.0 includes:
1. MS PowerPoint Presentation including 97 slides covering our Strategy Planning and Deployment Process using Strategy Maps and Hoshin Kanri, including Introduction to Strategy Planning, Organizing the Process, Current State Analysis (CSA), Strategic Vision Elements, Strategic Breakthrough Objectives, Strategy Maps, Strategic Initiatives and Tactics, Strategy Deployment Matrix, and Strategy Implementation and Review.
2. MS Excel Templates for Annual Planning, Criticality Analysis, Force Field Analysis, Radar Gap Analysis Chart, Strategy Grid Alignment Matrix, Strategy Grid Correlation Matrix, Project Selection Matrix, Bowling Chart, and Strategy Implementation Review Table.
3. MS Word Current State Analysis (CSA) Questionnaire
4. MS Excel Hoshin Kanri Strategy Deployment X-Matrix Template
This document summarizes a seminar on applying financial realities to strategic planning. The seminar objectives are to help professional services firms use advanced financial models in parallel with strategic planning to assess how different strategies could impact revenues, returns, and risks over time. This enhances strategic decision making. The seminar will discuss building a robust strategic forecasting model, capabilities that enhance decision making, integrating strategic and operational forecasts, and approaches to strategic risks.
Keith Atteck presented on developing an effective information governance strategy at the ARMA Canada Conference in 2016. He emphasized that strategy connects the present to the future. Atteck has over 20 years of experience in information governance, records management, and project management. He discussed how to articulate a clear IG strategy by connecting to stakeholders' needs, demonstrating value, and linking initiatives to organizational objectives. Atteck also stressed the importance of change management, defining metrics and success measures, and establishing controls to manage and verify success of the strategy.
Bring Strategic Portfolio Management to Monday.com using OnePlan - Webinar 18...OnePlan Solutions
Unlock the full potential of your projects with OnePlan’s seamless integration with monday.com. Join us to discover how OnePlan enhances monday.com by aligning your portfolio of projects with your organization’s strategic goals, optimizing resource allocation, and streamlining performance tracking. Learn how this powerful combination can drive efficiency, cost savings, and strategic success within your organization.
What are the differences between project and program management? How are they similar? What strategies are necessary for a successful transition from one to the other?
This presentation will address those questions and in addition provide practical guide lines and tips to those individuals aspiring be successful program managers as well as organizations that are in transition.
This document discusses managing organizational strategy using a balanced scorecard (BSC) solution. It describes how the BSC solution can help:
1) Align strategy with execution by developing scorecards that map strategic objectives and initiatives across departments;
2) Drive organizational awareness of strategy through communication of strategic objectives and individual scorecards; and
3) Establish accountability and focus by linking appraisals and incentives to achieving strategic targets.
The document outlines a proposed four-phase process for developing a Talent Acquisition roadmap. Phase 1 involves determining objectives by aligning TA goals with corporate goals. Phase 2 assesses the current state of the TA function using the Bersin maturity model. Phase 3 develops goals and plans improvements across areas like structure, skills, processes and diversity. A sample roadmap schedules improvements over quarters. Phase 4 validates the roadmap with leadership, socializes it with stakeholders, and implements the changes. The roadmap approach provides a strategic, structured way for a TA team to plan improvements aligned with business needs.
The document discusses how strategy execution requires the right tools to monitor and optimize strategy implementation. It summarizes Kaplan and Norton's six-stage model for developing and executing strategy, which includes defining strategic objectives, creating strategy maps and balanced scorecards, aligning the organization, planning operations, monitoring performance, and testing and adapting the strategy. Project and portfolio management tools can help organizations effectively plan, monitor, and optimize strategy execution at each stage by linking strategic goals to projects, tracking performance and resources, and providing insights to improve strategy.
Creating Competitive Advantage with Strategic Execution Capability V1.0Jon Hughes
The document discusses the Strategic Execution Framework (SEF), which is a model that helps organizations align strategy creation with execution by assessing six key capabilities: Ideation, Nature, Vision, Engagement, Synthesis, and Transition (INVEST). Conducting a diagnostic using the SEF can identify strengths and weaknesses in these capabilities and their linkages. Addressing weaknesses through initiatives to develop capabilities can help organizations more effectively execute strategies and gain competitive advantage. Common weaknesses identified include a lack of understanding interrelationships between capabilities, poor synthesis of strategies into coordinated programs and projects, and an inability to transition projects to operations.
This document provides a summary of project management services from SSCG, a global management consulting firm. SSCG offers portfolio, programme and project management consulting to help clients improve processes and capabilities. Key services highlighted include portfolio management, programme management office setup, benefits realization assessment, and project risk assessment. The document emphasizes that effective project management can help drive strategic alignment, reduce costs and improve success rates. Contact information is provided to learn more about SSCG's project management consulting offerings.
Improved Business Performance Through Effective Portfolio ManagementStephanie Milne
The document discusses improving business performance through effective portfolio management. It outlines some common business challenges around resource management, project prioritization, and process management. It then discusses addressing these challenges by doing the right projects aligned with strategy and goals, and doing projects right through effective processes, governance, and information systems. Finally, it contrasts characteristics of businesses with poor versus high performing portfolio management practices.
Whitepaper - Connected Project Portfolio Management in the Oil & Gas IndustryAshwin Menon
One vital question often asked by executives dealing with an ever-changing market landscape is, “How should my company most effectively invest in in order to grow our revenue, capture market share, and increase profitability?"
To sustain long-term growth, companies must manage a number of projects at different stages of maturity. Many organizations struggle with capturing the voice of the customer, and translating that input into executable projects staffed with the right resources, while also ensuring adequate due diligence to make certain that projects align to corporate strategy and meet market expectations. Companies that more effectively manage this process position themselves for greater revenue realization, market share, and/or profitability.
Capital project portfolio management is all about making decisions about investment mix, matching investments to objectives and aligning them to strategy, allocating the right resources to the right projects, and balancing risk against performance.
This document offers our point of view on how capital project portfolio management must be implemented, how SAP can help, and some of the leading practices we have seen.
1. The document discusses how to effectively execute corporate strategy by optimizing processes across the strategic planning, portfolio management, project management, and operations lifecycles. It argues that weaknesses in any part of the lifecycle can undermine success.
2. It identifies common issues that arise in each part of the lifecycle like unclear objectives, lack of prioritization of investments, project misalignment, and resistance to change. Best practices are outlined to address these issues.
3. The document emphasizes analyzing relationships and information flow across the entire lifecycle. Mapping current processes and systems reveals gaps and duplication that improved coordination and integration can address for more efficient strategy achievement.
This document discusses how organizations can effectively execute their corporate strategies through optimizing processes across the strategic lifecycle. It identifies that sound strategic planning, portfolio management, project management, organizational change management, and operations are all critical to achieving business objectives. However, these functions are often disconnected, leading to obstacles. The key is understanding how to accomplish goals through clear processes and information flow between the strategic planning, execution, and benefits realization phases. Proper strategic alignment, best practices, performance management, and an adaptive organizational culture are necessary for successful strategy execution.
How Do Our Most Successful Customers Do It? The Must-Have Ingredients for Val...SAP Ariba
This document discusses key ingredients for successful business transformations. It identifies program vision and business case, executive sponsorship, supporting policy, cross-functional collaboration, and communication as critical success factors. The document provides best practices for each success factor and explains how they can increase the likelihood of a transformation effort achieving its goals. Executive sponsorship in particular is emphasized as essential for gaining company-wide support, ensuring goals are prioritized, and removing barriers to progress. Strong program vision and business case are also highlighted as important to define expected outcomes and benefits in a clear and tangible way.
Transforming Smartsheet into a Strategic Portfolio Management Solution with O...OnePlan Solutions
Learn more: https://oneplan.ai
In this session, our experts will guide you through the step-by-step process of integrating Smartsheet with OnePlan's advanced SPM capabilities. Discover how to align your organization's goals, prioritize initiatives, allocate resources efficiently, and track performance effectively – all within a single, integrated platform. Don't miss this opportunity to unlock the true potential of your projects and portfolios through this transformative synergy between Smartsheet and OnePlan.
Stop Reactive Portfolio Management: How to Anticipate Risks & Stay Ahead of C...OnePlan Solutions
Do you feel like you’re constantly putting out fires instead of managing projects strategically? Many PMOs and portfolio leaders spend their time in reactive mode, responding to shifting priorities, unexpected bottlenecks, and last-minute escalations—because they lack the insights needed to anticipate problems before they happen.
In this webinar, we’ll show you how to transition from reactive firefighting to proactive portfolio management using real-time risk tracking, scenario modeling, and smarter resource planning. Learn how to get ahead of disruptions, align work with strategy, and take back control of your portfolio.
Fixing Project Portfolio Visibilit: How to Get Real-Time Insights for Better ...OnePlan Solutions
Executives need a clear, real-time view of their portfolio to drive strategy, yet too often, they’re forced to make critical decisions based on outdated, incomplete, or siloed data. When project priorities shift and resources are stretched thin, a lack of visibility leads to misalignment, wasted investment, and uncertainty.
Join this webinar to learn how to eliminate strategic blind spots by implementing real-time portfolio insights, AI-driven prioritization, and integrated reporting—so you can see the full picture and make confident, data-backed decisions.
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Streamlining Project Delivery: How OnePlan ensures timely delivery and adherence to contract requirements.
Resource Management: Optimize resource allocation and capacity planning for efficient contract execution.
Financial Tracking: Gain real-time visibility into project financials, budgets, and billing to maximize profitability.
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Data-Driven Insights: Use OnePlan’s reporting and analytics to enhance decision-making and contract performance.
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The Microsoft Power Platform, combined with Microsoft Planner, offers a suite of powerful tools that can transform the way organizations manage their projects and portfolios. From Power BI’s advanced analytics to Power Automate’s workflow automation, these tools can significantly enhance project management capabilities. In this webinar, we will explore how leveraging Microsoft Planner, the Power Platform, and OnePlan creates a comprehensive and integrated project management environment.
Streamlining Project Management in Microsoft Teams with AI and OnePlanOnePlan Solutions
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2. Agenda
• Importance of Year-End Project Planning
• Common Business Challenges in Portfolio Planning
• Aligning Strategy With Execution Through
Strategic Portfolio Management
• 4-Step Approach to Year-End Planning with DEMO
• Summary, Year-End Offer & Resources
3. Importance of Year-End Project Planning
IT and business leaders are balancing a flux of current threats and
future opportunities with significant risks of disruption and need a
well executed plan for addressing those in the year ahead
Responding to these threats and opportunities requires a portfolio
of projects/programs to execute on those effectively.
It also requires orchestration and governance at scale — ensuring
alignment across portfolios, programs and projects.
Strategic business functions, such as the execution of large,
enterprise-wide initiatives and effective portfolio prioritization,
depend on proper planning
With proper alignment, a core focus on achieving key business
objectives and outcomes, and considering the key factors of financial
and resource constraints, organizations can significantly improve
the enterprise’s ability to execute strategy.
4. Common Business Challenges In Portfolio Planning
• Poor alignment and collaboration between participating functional areas
• Manual mash-ups of data from multiple tools and data sources
• Manual report creation, formatting and updating. Spreadsheet overload.
• Duplication of efforts and data entry is time consuming, wasteful and prone to
errors
• Lack of alignment. Big cause of strategic misalignment is the nonstrategic work
that people are so used to doing
• Inability to track progress. Many organizations are still using spreadsheets to
track objectives. These systems do not make it easy to aggregate results or
create transparency. Worse, their use limits the ability to real-time manage the
attainment of strategic goals.
• People not connected to the strategy. People in general like order and routine,
so we are more likely to fall into an operational tactical focus where our efforts
can result in immediate results.
• Comprehensive resource planning typically is its own separate data silo that is
disconnected
• No measurements or leading indicators. “You manage what you measure,” is
paramount to strategy execution. Without measurement, how do you manage
the people and issues that can derail a strategic goal?
• Most organizations struggle with Strategy execution. In fact, numerous studies
from top consulting firms (including McKinsey, Bain, BCG) and Harvard Business
Review have shown nearly 70% of strategies fail due to poor execution.
Furthermore, organizations only realize about 60% of their strategies’ value.
6. As a system
System of strategy development and planning, organizational
alignment, operational plans, monitoring and learning, and
testing and adapting afterward forms the basis for an increase in
value by “executing” the strategy
As a set of processes
Process involving people, strategy and operations
Align Strategy With Execution
Gartner: Market Guide for Strategy Execution Management Software
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. Program and portfolio management
leaders directing transformation should invest in strategy execution management to succeed.
7. 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.
Gartner defines Strategic Portfolio Management as a set of business capabilities, processes and
supporting portfolio management technology.
8. 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.
9. OnePlan Provides the Path to 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
10. 4 Step Approach to Year-End Planning
Set your
Objectives &
Metrics
Specific Objectives & Key Results that we
aim to achieve within a given time frame
Collect
Project Ideas
& Requests
Focused initiatives, projects, or programs
that allow organizations to execute a
strategic plan
Capacity
Planning &
Budgeting
Rough top-down Resource Planning and
Financial Budgeting.
Portfolio
Modeling &
Optimization
The right mix of projects that enables you
to achieve your organization’s objectives
in the year ahead.
11. 4 Step Approach to Year-End Planning
Set your
Objectives &
Metrics
Specific Objectives & Key Results that we
aim to achieve within a given time frame
Collect
Project Ideas
& Requests
Focused initiatives, projects, or programs
that allow organizations to execute a
strategic plan
Capacity
Planning &
Budgeting
Rough top-down Resource Planning and
Financial Budgeting.
Portfolio
Modeling &
Optimization
The right mix of projects that enables you
to achieve your organization’s objectives
in the year ahead.
13. 4 Step Approach to Year-End Planning
Set your
Objectives &
Metrics
Specific Objectives & Key Results that we
aim to achieve within a given time frame
Collect
Project Ideas
& Requests
Focused initiatives, projects, or programs
that allow organizations to execute a
strategic plan
Capacity
Planning &
Budgeting
Rough top-down Resource Planning and
Financial Budgeting.
Portfolio
Modeling &
Optimization
The right mix of projects that enables you
to achieve your organization’s objectives
in the year ahead.
15. 4 Step Approach to Year-End Planning
Set your
Objectives &
Metrics
Specific Objectives & Key Results that we
aim to achieve within a given time frame
Collect
Project Ideas
& Requests
Focused initiatives, projects, or programs
that allow organizations to execute a
strategic plan
Capacity
Planning &
Budgeting
Rough top-down Resource Planning and
Financial Budgeting.
Portfolio
Modeling &
Optimization
The right mix of projects that enables you
to achieve your organization’s objectives
in the year ahead.
17. 4 Step Approach to Year-End Planning
Set your
Objectives &
Metrics
Specific Objectives & Key Results that we
aim to achieve within a given time frame
Collect
Project Ideas
& Requests
Focused initiatives, projects, or programs
that allow organizations to execute a
strategic plan
Capacity
Planning &
Budgeting
Rough top-down Resource Planning and
Financial Budgeting.
Portfolio
Modeling &
Optimization
The right mix of projects that enables you
to achieve your organization’s objectives
in the year ahead.
19. AI-Driven Strategic Planning with OnePlan
➢ Increased Productivity: Sofia GPT's AI-based strategic planning tools can help to increase
productivity by streamlining the OKR development process, reducing manual input, and
automating routine tasks.
➢ Improved Alignment: Sofia GPT can help to align organizational objectives with individual
and team OKRs. By analyzing business performance metrics and identifying areas for
improvement, Sofia GPT can inform the development of OKRs and ensure alignment with
overall organizational objectives.
➢ Data-Driven Decision Making: Sofia GPT can analyze OKRs and related data to identify
patterns, opportunities, and potential risks. It can use predictive analytics to forecast OKR
outcomes and identify potential roadblocks. This can help stakeholders make data-driven
decisions to achieve their strategic goals.
➢ Optimization: Sofia GPT can analyze OKRs and provide recommendations to optimize
outcomes. By recommending adjustments to OKRs, resource allocations, and other
factors, Sofia GPT can maximize OKR success and improve business outcomes.
20. AI-enabled Portfolio Optimization with OnePlan
➢ Data analysis: OnePlan's Sofia GPT can analyze data related to a company's project
portfolio, including project goals, resources, timelines, budgets, and risks. This analysis can
help identify patterns and trends that can inform decision-making around project selection
and prioritization.
➢ Prediction and forecasting: By analyzing OnePlan data, OnePlan's Sofia GPT can make
predictions and forecasts about the likely outcomes of different project scenarios. This can
help decision-makers anticipate potential problems or opportunities and make more
informed decisions about project prioritization.
➢ Risk assessment: OnePlan's Sofia GPT can help assess the risk associated with different
projects in a portfolio, including the likelihood of project delays, cost overruns, and other
potential issues. This information can help inform project prioritization and resource
allocation decisions.
➢ Portfolio Optimization: OnePlan's Sofia GPT can use optimization algorithms to identify
the best combination of projects to include in a portfolio based on various criteria, such as
business goals, resource availability, and risk tolerance.
22. • Better alignment with strategy and execution is needed for
successful outcomes in the year ahead
• Increased complexity, and the fast pace of change requires
enhanced methods, approaches and tools
• Strategic Portfolio Management (SPM) can provide the
framework for successful Year-End planning
• Mitigate inherent risks by thoughtfully selecting the right
mix of projects that have the best chance of success
• 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
• Already built your plan for next year? You can use OnePlan
Strategic Portfolio Management to monitor, modify and
align projects with strategic goals throughout the entire year
Summary
23. Year-End Planning Special Offer
https://oneplan.ai/yearend
• Your FY’25 Planning Solution in 3 Weeks!
• Package Includes:
o 10 OnePlan Enterprise Licenses
o Unlimited OnePlan Innovation Portal Users
o Up to 100 hours of OnePlan Advantage
services (configuration and post-deployment
support)
o 2 days of Instructor-Led Training
o Premier Success – including non-Production
licenses and eLearning access