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4 Approaches to Shift to Adaptive Portfolio Planning and Funding

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4 Approaches to Shift to Adaptive Portfolio Planning and Funding

4 Approaches to Shift to Adaptive Portfolio Planning and Funding

Register for the Live Webinar Now

Today’s PMOs need to address new challenges and support all the ways organizations and teams work today. Taking the journey from traditional to modern PPM offers agility and adaptability. In the “Modern PPM” webinar series, we will focus on approaches to maximize the benefits of change while empowering your teams proactively.

Join Heather Westmoreland and Maggie Donovan from Planview, for one of two live sessions on December 9th as they discuss best practices to shift from a reactive traditional approach to planning and funding, towards proactive modern project portfolio management that maximizes the benefits of change.

In part two of the Modern PPM webinar series, you’ll learn how today’s PMOs use modern approaches for adaptive portfolio planning and flexible funding by:
  1. Shortening planning cycles – annual to quarterly to off-cycle
  2. Shifting to program and product-centric planning
  3. Focusing on outcomes and benefits
  4. Performing quarterly checkpoints
In addition to discussing industry best practices, the speakers will share their own lessons learned from working with customers and Planview’s own agile transformation journey.






Missed part one in the series? Register here to access the on-demand version of "Modern PPM: 5 Practices to Drive Flexibility in Resource Planning".

Today’s PMOs need to address new challenges and support all the ways organizations and teams work today. Taking the journey from traditional to modern PPM offers agility and adaptability. In the “Modern PPM” webinar series, we will focus on approaches to maximize the benefits of change while empowering your teams proactively.

Join Heather Westmoreland and Karen Anderson from Planview, for one of two live sessions on December 9th as they discuss best practices to shift from a reactive traditional approach to planning and funding, towards proactive modern project portfolio management that maximizes the benefits of change.

In part two of the Modern PPM webinar series, you’ll learn how today’s PMOs use modern approaches for adaptive portfolio planning and flexible funding by:
  1. Shortening planning cycles – annual to quarterly to off-cycle
  2. Shifting to program and product-centric planning
  3. Focusing on outcomes and benefits
  4. Performing quarterly checkpoints
In addition to discussing industry best practices, the speakers will share their own lessons learned from working with customers and Planview’s own agile transformation journey.






Missed part one in the series? Register here to access the on-demand version of "Modern PPM: 5 Practices to Drive Flexibility in Resource Planning".
  • Date

    Thursday, December 9th

  • Time

    8:30am CT | 2:30pm GMT | 3:30pm CET

  • Location

    Online

  • Duration

    45 min plus live Q&A

Reserve Your Spot

Meet our speakers

  • Heather Westmoreland

    Product Marketing Manager, Planview

    Heather Westmoreland is a graduate of the University of North Carolina at Charlotte and has led application design and development throughout her career. As a Product Marketing Manager, Heather uses her creativity with a focus on user experience to expand the usability and understanding of Planview’s Enterprise One strategic capabilities. Before spending six years with Planview in consulting and product management, she was an active customer for 10 years. Heather applies her customer-first mindset to uncover product opportunities and drive innovation within the solutions-marketing side of Planview Enterprise One.

  • Karen Anderson

    Practice Director, Planview

    Karen Anderson has over 25 years of experience in the development and delivery of processes and tools that optimize the portfolio of investments. As a Practice Director at Planview, Karen leads teams that provide industry leading best practices and direction to companies of all sizes, maturities, and varied complexities to speed adoption. It’s her deep understanding of all things Strategic Portfolio Management that enables her to drive implementations that scale at speed.

  • Maggie Donovan

    Global Adoption & Training Services Manager, Services PVE Global Enablement, Planview

    Maggie Donovan has an extensive background in program management, improving departmental efficiencies and productivity through creative utilization of enterprise portfolio software. As the leader of Global Training Services, Maggie uses her program management expertise in driving the overall execution of adoption and training for Planview’s portfolio of products. Maggie’s team helps Planview customers navigate their evolving business challenges through targeted learning models and programs. Before spending eight years with Planview, she was delivering value to customers across many different industries from plumbing, to financial, to software by connecting strategic goals and vision to the operational level.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.