Resources:  Pacific Northwest Portfolio Management Roundtable

 

Synergy is proud to support the Pacific Northwest Portfolio Management Roundtable.

The roundtable is a group of practitioners who share common problems and solutions in project portfolio management (PfM) and governance.   They either are currently implementing portfolio management techniques in their organization or are seriously investigating them. Current members are from product development, IT, and service organizations. 

Members only resources 

 

Details

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.

Consulting and Training

Project Management Program Management  Portfolio Management   Product Development

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