Mastering Year-end Planning with OnePlan - Setting Your Projects Up For Success - Webinar 12Sept24.pdf
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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.
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Mastering Year-end Planning with OnePlan - Setting Your Projects Up For Success - Webinar 12Sept24.pdf
- 1. Mastering Year-End Planning Setting Your 2025 Projects Up For Success In partnership with
- 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.
- 5. Strategic Portfolio Management Serves as the Bridge Between Strategy and Execution
- 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.
- 12. Demonstration – Step 1
- 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.
- 14. Demonstration – Step 2
- 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.
- 16. Demonstration – Step 3
- 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.
- 18. Demonstration – Step 4
- 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.
- 21. Summary and Next Steps
- 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
- 24. For more information: [email protected] OnePlan Additional Offers and Resources • FREE – Personalized 1:1 Demo • FREE - OnePlan Trial www.oneplan.ai
- 25. www.appsource.com Get Started Today! - Free Trials Assistance available from OnePlan https://oneplan.ai/solutions/
- 26. Contact Us [email protected] www.oneplan.ai Steve Teebagy [email protected] Thank You!! The Power of One