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Journey Assessment Workshops

Registration is now closed, you can no longer sign-up. Please contact your CSM with questions. 

Join us for an interactive session with Planview experts who will help you to assess where your organization currently is on your journey, where you want to go - and how to get there. 

We're here to help you take a structured next step on your journey, whether that is becoming a more modern PMO, adopting agile best practices, or maximizing the efficiency of your Professional Services organization. Join the session of your choice and walk away with: 

  • A current state capability assessment
  • A future state capability map aligned with your desired outcomes
  • A roadmap with defined milestones which we will partner with you to achieve

The workshops are free of charge, one hour long and will provide you with best practices and hands-on help from Planview experts. Choose one of the three below. 

Your path to becoming a modern PMO
What characterizes a Traditional PMO, a Modern PMO and a Lean PMO? And more importantly, where is your organization today and what's the best way forward for you to transform? While many customers face similar challenges, the modernization journey may not look the same for every organization. Join this session to get a roadmap to modernizing your portfolio and work management capabilities. 

Your path to scaling Agile
Is your organization going through an Agile transformation? Are you looking to benefit from Agile at scale? Most organizations look to scaling Agile (adding more Agile teams) because they have big, complex problems that must be solved. They need to take big chunks of work, break them down, and deliver them faster and more effectively. But many don’t know where to start! Join this workshop to understand a clear, structured roadmap for implementing agile at scale – from connecting disparate agile teams, to launching Agile release trains and carrying out your first Program Increment (PI) / Quarterly Planning event.

Your path to Professional Services Automation 
This workshop will focus on discussion of the current state practices and maturity of your Services organization, as it relates to Professional Services Automation (PSA) and the associated efficiencies you can achieve. During this session, we’ll explore your processes around the capabilities innate to PSA: Financial Management, Resource Management, Project Management, Billing/Invoicing, Reporting/Analytics, etc. We’ll talk to best practices in these areas while answering any questions that you may have regarding these topics and how our Planview solutions can help you to solve your current PSA challenges. 

Fill out the form to the right to register for the session of your choice today. Our speakers will follow up to schedule the workshop with you. We look forward to partnering with you to assist you with maximizing your organization’s potential!

Agile Program Management enables teams and teams of teams (or Agile Release Trains) to plan, manage, coordinate, and deliver value together.

When an Agile initiative grows within an organization, a disconnect tends to emerge between the way Agile teams form and operate, and the way projects are traditionally executed. In order to truly benefit from Agile at scale, a better (more Agile) way to manage the work of interrelated teams must be introduced.

During this four-part demo series, learn how Agile Program Management provides a structure for leaders, managers, and teams to:

  • Tame the Agile chaos through integrations and data transparency
  • Enable Program Increment (PI)/Quarterly planning for better coordination between teams
  • Manage WIP limits/capacity, size features, understand velocity, and view burndown
  • View all parts of scaling Agile successfully within one single source of truth

If your organization has many Agile teams using different tools with no visibility into work or needs a better way to plan work together, the Planview Agile Program Management solution is the way to bring it all together.

Register now for all four of the sessions or the one(s) that interest you the most.

Reserve Your Spot

Meet our speakers

  • Mark McGregor

    Author and Business Performance Coach

    As a former Research Director at Gartner, Mark has an extensive background in enterprise architecture, business process management and change management, having held executive positions with a number of technology companies.

  • 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.

  • 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.