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From Strategy to Delivery: Combining the Power of Portfolio Management with Value Stream Management


Diverse skill sets. Deep knowledge of the business. The PMO is perfectly positioned to be the linchpin of an organization's transformation. But even with increased support for accelerating digital innovation and emerging technologies to counter economic headwinds, many portfolio planners still lack the end-to-end visibility needed to ensure that projects and products are delivering customer value and consistently meeting commitments.

Without the ability to accurately anticipate speed and throughput, many investments end up being approved based on a false understanding of capacity, demand, and how much the organization will gain in monetary returns. This often results in missed market opportunities and revenue targets, inflated costs, unhappy customers, and demoralized teams.

By combining portfolio management with value stream management, PMO leaders gain visibility into the current state of initiatives, financials, resources, and risk across all systems, teams, and tools. Finally, they can have the alignment and transparency needed to decide how value can be maximized to achieve targeted objectives.

During this webinar, Planview VP, VSM Product Marketing, Naomi Lurie and GVP, Product Management, Marcus Klein, discuss why combining value stream management with portfolio management is crucial for organizations seeking success in their digital initiatives.

Key Takeaways:

  • How to leverage value stream metrics and predictive analytics to build better, more predictable plans
  • How to identify and mitigate emerging risks to delivery and course-correct before it's too late
  • How to proactively identify constraints and adequately resource them to ensure strategic objectives are met

Diverse skill sets. Deep knowledge of the business. The PMO is perfectly positioned to be the linchpin of an organization's transformation. But even with increased support for accelerating digital innovation and emerging technologies to counter economic headwinds, many portfolio planners still lack the end-to-end visibility needed to ensure that projects and products are delivering customer value and consistently meeting commitments.


Without the ability to accurately anticipate speed and throughput, many investments end up being approved based on a false understanding of capacity, demand, and how much the organization will gain in monetary returns. This often results in missed market opportunities and revenue targets, inflated costs, unhappy customers, and demoralized teams.


By combining portfolio management with value stream management, PMO leaders gain visibility into the current state of initiatives, financials, resources, and risk across all systems, teams, and tools. Finally, they can have the alignment and transparency needed to decide how value can be maximized to achieve targeted objectives.


Join Planview VP, VSM Product Marketing, Naomi Lurie and GVP, Product Management, Marcus Klein, for a webinar discussing why combining value stream management with portfolio management is crucial for organizations seeking success in their digital initiatives.


Key Takeaways:

  • How to leverage value stream metrics and predictive analytics to build better, more predictable plans
  • How to identify and mitigate emerging risks to delivery and course-correct before it's too late
  • How to proactively identify constraints and adequately resource them to ensure strategic objectives are met

  • Date

    On-Demand

  • Time

    On-Demand

  • Location

    Online

  • Duration

    45 minutes

Reserve Your Spot

Meet our speakers

  • Naomi Lurie

    VP, Value Stream Management Product Marketing

    Naomi Lurie is VP, Product Marketing VSM at Planview. She has over 18 years of experience helping organizations accelerate their digital transformations, from embracing customer engagement analytics to deploying mobile payment technology. At Planview she’s been helping spread the word and supporting the adoption of value stream management as a fundamental discipline in the shift from project to product.

  • Marcus Klein

    GVP of Product Management

    Marcus Klein is a Group Vice President of Product Management at Planview, focused on delivering innovative, market-leading solutions across Portfolio and Work Management. He collaborates daily with customers and prospects, and incorporates industry trends and market conditions to shape and lead product direction, develop offerings, and define functional solutions. Marcus’ focus and key areas of expertise include portfolio management, product-focused planning and delivery, connecting portfolio management with agile and collaborative solutions, and analytics and reporting.

  • 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.

  • 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.