Next Meeting
Information
Meetings are usually quarterly, on the
first Thursday of the second month of every quarter. The
next meeting is Thursday,
February 3, 2010 from
7:30
to
9:00 AM. If
space is available, guests are welcome when sponsored by a roundtable member.
Resources from
Previous Meetings
(older items are archived in members-only area)
|
Date |
Presentation |
|
May
2010 |
"Portfolio
Management and Governance at AutoZone"
by Mark Rabinowitz |
|
February 2010 |
"Integrating
Organizational Change Management and Portfolio
Management at Nike"
by Mike Ryan |
|
November 2009 |
"City
of Portland Project Portfolio Management Case Study"
by Dan Bauer and Emily
Rice |
|
Presentations, archives, and discussion papers are
posted on the members-only collaboration space. |
Background
The roundtable
is a forum for confidential and open discussion.
To maintain this atmosphere, PPM software vendors are
not allowed and membership is by invitation. The total
attendance is limited so the group is small and interactive.
Current members may bring guests to the meetings on a space
available basis.
The roundtable
meets face to face for 1.5 hours every quarter. The usual
meeting format is a guest speaker, discussion of a case
study or article that everyone has read in advance,
discussion of hot topics in PPM where members often share
advice, and updates from members on the progress of their
PPM implementations.
For
further information, contact the roundtable moderator, Jeff
Oltmann at Synergy Professional Services.
Past
speakers include:
-
Dan Bauer and Emily Rice, City of Portland, on their
experiences introducing portfolio management into a
complex organization with functional silos.
-
Beth Britt, SVP of UMT's West Coast
region.
-
Sam Phenix, site manager of Barco's
Portland operations, on how she uses portfolio
management techniques to promote innovation.
-
Dr. Gary Summers presented the latest
updates on how Heiner's theory of decisionmaking affects
portfolio management.
-
Michael Moore, PMO Director,
Northwest Evaluation Association, presented a case study
of NWEA's foray into a governance framework.
-
Keith Bearden, president of
Virtual Information Executives,
reviewed some foundational tips of portfolio
governance, then walked
through a case study of a company implementing portfolio
management.
-
Shelly Gaddie, President of
ProjectCorps, with case studies of three
companies that have successfully introduced project
portfolio management and continue to realize significant
enterprise wide benefits from it.
-
Dave Weber, CIO of Northwest Natural
about NWN's portfolio
management approach, which
emphasizes transparency, simplicity, informality, and
(internal) customer-orientation.
-
Jo Ann
Long, Senior VP and Head of Enterprise PMO, Regence Blue
Cross Blue Shield about the recent transformation to
enterprise portfolio and project management at Regence.
-
Kathleen
Paul and Evelyn Bian, Port of Portland Business Services
Management, about their on-the-front-lines experiences
implementing enterprise portfolio management at the
Port.
- John
May, CIO of Digimarc, on his experiences with
implementing PfM at 3 different companies.
|
