Mastering Year-end Planning with OnePlan - Setting Your Projects Up For Success - Webinar 12Sept24.pdf

Mastering Year-End Planning
Setting Your 2025 Projects Up For Success
In partnership with

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

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.

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.

Strategic Portfolio Management Serves as the Bridge
Between Strategy and Execution

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.

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.

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.

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

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.

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.

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.

• 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

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

For more information:
contact@oneplan.ai
OnePlan Additional Offers and Resources
• FREE – Personalized 1:1 Demo
• FREE - OnePlan Trial
www.oneplan.ai

www.appsource.com
Get Started Today! - Free Trials
Assistance available from OnePlan
https://oneplan.ai/solutions/

Contact Us
contact@oneplan.ai
www.oneplan.ai
Steve Teebagy
steebagy@oneplan.ai
Thank You!!
The Power of One

Mastering Year-end Planning with OnePlan - Setting Your Projects Up For Success - Webinar 12Sept24.pdf

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