Description

This keynote will provide a comprehensive look at the future of Strategic Portfolio Management (SPM), focusing on the transformative role of emerging technologies. OnePlan’s leadership will highlight disruptive trends and present a strategic roadmap to help organizations navigate market volatility and rapid tech advancements, with a particular emphasis on integrating AI and automation effectively. Real-world examples will showcase the tangible impact of these innovations, while a preview of OnePlan’s product roadmap will reveal new tools aimed at smarter workflows, strategic alignment, and enhanced decision-making. Attendees will leave equipped to transform SPM practices, keeping their organizations agile, competitive, and aligned with future-focused solutions.

Speakers

• Matt Burton, InfoTech Research Group, Principal Advisory and Research Director, PPM Practice
• Joe Larscheid, OnePlan, CEO
• Jim Patterson, OnePlan, VP Sales & Business Development
• Matthew Willey, OnePlan, VP, Product Management

Subsessions

The Future of SPM: Navigating Disruption and Harnessing Emerging Technologies

January 28, 2025
 9:00 AM – 9:50 AM

OnePlan’s SPM Vision and Product Roadmap

January 28, 2025
 10:00 AM – 10:50 AM

Description

Dive into a thorough exploration of OnePlan administration essentials, tailored to equip both new and seasoned administrators with the critical skills for initial setup and effective fine-tuning. This session aims to empower you with the confidence and expertise to customize and manage your OnePlan system, ensuring robust project management foundations for your organization.

Key Takeaways

• Thorough introduction to OnePlan and its Administrator Track.
• Live demonstrations of Admin Page Navigation and Set Up Wizard Walkthrough.
• Key strategies for Resource Management, Advanced Settings, and automation of Scheduled Functions.
• Best practices for managing Global System Notifications.

Description

Begin your journey with a comprehensive overview of OnePlan’s environment. Master the foundational aspects of navigation to effectively utilize the platform’s home page and main menu functionalities.

Key Takeaways

• Welcome, Introduction to OnePlan, Boot Camp Overview, and Navigating the basic features of OnePlan.
• Content Focus: OnePlan Home Page, General Navigation Basics, Main Menu Navigation.
• Q&A session, Session Recap discuss how to apply learnings.

Description

This session delves into how AI, specifically OnePlan’s Sofia GPT, is transforming portfolio management by providing predictive analytics, risk insights, and resource optimization. Attendees will learn how to leverage AI to drive more data-driven decision-making, improve resource allocation, and predict project success.

Key Takeaways

• Practical AI use cases within SPM and OnePlan.
• How to interpret AI-driven insights to make proactive decisions.
• Future trends in AI and what they mean for portfolio management leaders.

Description

Elevate your role as a OnePlan Administrator by learning strategic configuration and customization techniques within the OnePlan environment. This session is for OnePlan Administrators seeking to configure OnePlan to simplify – and standardize – administrative processes and reporting, align more closely with their business objectives, and achieve marked improvements in operational efficiency by navigating the intricacies of project portfolio management with greater ease and effectiveness.

Key Takeaways

• Implement Plan Types and Hierarchies to align project portfolio management with corporate strategies.
• Understand and leverage the functionalities of Plans and Areas to optimize project organization.
• Enhance operational efficiency by configuring Plan Details Forms.
• Fine-tune project portfolio configurations including financial adjustments, Gantt charts, date settings, and notification preferences.

Description

Delve into the intricacies of OnePlan Strategic Portfolio Management. Gain insights into essential terminology, navigation tips, and the strategic significance of using “My Strategy” features.

Key Takeaways

• Detailed look into OnePlan Portfolios, including terminology and navigation tips.
• Content Focus: Understanding OnePlan Portfolios, Portfolio Navigation Basics, Introduction to “My Strategy” and using OnePlan to create and manage your Objectives & Key Results (OKRs.)
• Q&A session, Session Recap discuss how to apply learnings.

Description

Explore the challenges and best practices for aligning strategic goals with execution. This session will guide attendees on creating a value-driven SPM framework that ensures project and portfolio activities directly support the organization’s strategic objectives.

Key Takeaways

• How to define and measure portfolio value.
• Techniques for maintaining alignment between executive vision and on-the-ground execution.
• Leveraging tools like OnePlan to ensure continuous alignment and track strategic value over time.

Description

Learn to tailor Plan, Work, and Resource fields to your organization’s needs through detailed demonstrations. Explore various field types and gain the skills to create and modify OnePlan fields, aligning them with your business objectives.

Key Takeaways

• Tailor Plan, Work, and Resource fields to meet your organization’s specific needs.
• Explore various field types, including standard and advanced calculated fields, through detailed demonstrations.
• Gain practical knowledge to create and modify OnePlan fields.
• Align your planning tools with your business objectives.

Description

Improve your strategic planning by turning theoretical concepts into actionable plans. Discover how to create, track, and implement strategic objectives and ideas within OnePlan

Key Takeaways

• Deeper dive into the ‘My Ideas’ portfolio.
• Content Focus: Creating and tracking strategic objectives, creating and converting ideas into plans.
• Q&A session, Session Recap discuss how to apply learnings.

Description

As organizational strategies evolve, portfolio priorities must adapt. This session covers the principles and steps behind zero-based portfolio prioritization, helping attendees rethink and reprioritize their portfolios from a strategic perspective.

Key Takeaways

• Steps to implement zero-based prioritization within OnePlan.
• Balancing resource capacity with strategic priorities.
• Real-world examples of organizations successfully realigning portfolios to meet evolving goals.

Description

In this session, you’ll explore the essentials of Work Plan Settings, including configuring Work Types and Forms, managing baselines and task notifications, and optimizing Kanban settings and task management. Additionally, we’ll cover personalizing My Work Plan Settings and verifying/modifying status fields.

Key Takeaways

• Configure Work Plan Settings and Work Types.
• Manage Baselines and Task Notifications.
• Optimize Kanban Settings and Task Management.
• Personalize My Work Plan Settings and verify/modify status fields.

Description

Take a deeper look into maximizing your portfolio’s potential. Explore advanced features to better capture project details, financials, schedules, and resource planning within My Portfolio.

Key Takeaways

• In-depth look at using My Portfolio’s features and functionalities to maximize project outcomes.
• Q&A session, Session Recap discuss how to apply learnings.
• Content Focus: Deep dive into Plan Details, capturing Project, Financial, Schedule & Resource Planning.

Description

In today’s hybrid work environment, effective collaboration across diverse teams is crucial. This session explores how OnePlan integrates with tools like Microsoft Project, Asana, and Jira to create a seamless work management environment, balancing high-level strategy with day-to-day execution across hybrid teams.

Key Takeaways

• Best practices for integrating work management and SPM tools.
• Managing different workflows across teams and departments.
• How hybrid work environments can enhance (or hinder) portfolio success, and solutions to common challenges.

Description

Kick off the event with an unforgettable VIP experience at the Sphere in Las Vegas! Enjoy a private reception featuring gourmet food and beverages, explore interactive experiences like cutting-edge holographic art installations, a one-on-one chat with Aura the Robot™, and a HOLOPLOT sound demonstration that will immerse you in 22nd-century technology.

Then settle into premier seating in the exclusive Director’s Lens area for the best view of Darren Aronofsky’s visionary “Postcard from Earth.” This rare opportunity showcases the power of innovation and technology to enhance our human potential—an experience you won’t want to miss!

Description

Empower 2025’s keynote session will bring together three dynamic leaders to share their insights on driving customer success and transforming project and portfolio management in the digital age.

Pouneh Minovi Kaufman, a renowned Senior Product and Program Management Executive with a career devoted to driving digital transformation at industry leaders like Microsoft and Warner Brothers. Known for pioneering advancements in AI, Mixed Reality, and Cloud technologies, she played a key role in deploying Microsoft Teams globally at Microsoft, leading one of the company’s most impactful initiatives. At Empower 2025, Pouneh will explore how intelligent systems can reshape project and portfolio management, driving efficiency, decision-making, and organizational success in the digital age.

Parmjit Kaur, PMP, CSM, president of her local PMI chapter and an expert in project management and process improvement, will deliver an inspiring talk on resilience and adaptability. Parmjit will share how she applied project management principles to overcome personal challenges, demonstrating the power of professional methodologies in tackling life’s most difficult projects. Her insights on resilience, integrity, and continuous improvement will inspire attendees to expand the boundaries of their skills in new and innovative ways.

Michael Stelmakh, OnePlan’s VP of Customer Success, will highlight practical strategies for driving customer success in today’s fast-paced business environment. With over 20 years of experience in strategic portfolio management, Michael will share proven approaches to aligning customer needs with business goals and enhancing customer satisfaction through OnePlan’s tools and solutions.

This keynote will provide actionable strategies for elevating project and portfolio management, fostering resilience, and building customer-first strategies that support long-term success in the evolving landscape of SPM.

Speakers

• Pouneh Minovi Kaufman, Microsoft, Senior Product and Program Management Executive
• Parmjit Kaur, PMP, CSM, PMI-SNC, President
• Michael Stelmakh, OnePlan, VP Customer Success

Description

In this session, you’ll learn how to configure and manage the resource pool, custom roles, and skills to optimize resource allocation and availability, including capacity planning and forecasting. Additionally, we’ll cover resource cost management, timesheet configuration, task management, and reporting to enhance overall operational efficiency.

Key Takeaways

• Configure resource pool, roles, skills, and manage resource allocation and availability, including capacity planning and forecasting.
• Manage resource cost rates, understand standard, overtime, and per-use costs.
• Set up and manage timesheets, time off plans, and workflow approvals.
• Configure task management, reporting, and establish time off categories.

Description

Continue refining your scheduling skills by delving into advanced scheduling best practices and effective resource allocation. Focus on creating the detailed work breakdown structures (WBS).

Key Takeaways

• Introduction to the Work Plan, General Navigation and Overview on how to create different types of schedules.
• Master advanced scheduling strategies, including task dependencies, constraints, baselines, and various work types.
• Q&A session, Session Recap discuss how to apply learnings.
• Content Focus: Creating work plan schedules, advanced scheduling techniques, optimizing schedules, identifying constraints, baselines, creating various work types, assigning resources.

Description

Implementing an SPM solution is more than just deploying new software—it involves changing processes, aligning teams, and gaining executive buy-in. This session provides a structured roadmap for managing change at every level of the organization.

Key Takeaways

• Key stages in the change management journey specific to SPM implementation.
• Techniques for securing executive sponsorship and stakeholder alignment.
• Best practices for managing resistance and ensuring long-term adoption.

Description

Implementing an SPM solution is more than just deploying new software—it involves changing processes, aligning teams, and gaining executive buy-in. This session provides a structured roadmap for managing change at every level of the organization.

Key Takeaways

• Key stages in the change management journey specific to SPM implementation.
• Techniques for securing executive sponsorship and stakeholder alignment.
• Best practices for managing resistance and ensuring long-term adoption.

Description

In this session, you’ll learn to manage user accounts and permissions, set up user roles, and understand enterprise security groups and authentication. We’ll also cover importing and exporting users, along with plan type security.

Key Takeaways

• Manage user accounts and permissions, including setting up roles and assignments.
• Understand enterprise security groups, authentication, and permissions.
• Import, synchronize, and export AD group users.
• Implement plan type security.

Description

Learn to optimize resource allocation and management in your organization with OnePlan’s powerful features and the Global Resource Planner.

Key Takeaways

• Understand how to use OnePlan for your organization’s Resource Allocation & Management.
• How to use the Global Resource Planner’s features.
• Q&A session, Session Recap discuss how to apply learnings.
• Content Focus: Resource management, using the Global Resource Planner for organizational resource planning.

Description

One of the most challenging aspects of change management is training teams to adopt new tools and methodologies. This session explores effective training approaches that engage users at all levels and foster confidence in the SPM system.

Key Takeaways

• Techniques for creating a phased training plan that builds team competence over time.
• Ideas for incentivizing learning and skill-building.
• Using OnePlan’s onboarding and support features to streamline the training process.

Description

Increase your project’s success by learning to track performance and communicate updates efficiently. Utilize reports and visualizers for comprehensive status visualization and stakeholder communication.

Key Takeaways

• Monitoring project performance and communicating updates using OnePlan.
• Q&A session, Session Recap discuss how to apply learnings.
• Content Focus: Tracking project performance, updating status, utilizing reports and visualizers for status visualization.

Description

Discover how customer leverages OnePlan to enhance portfolio and program management, driving excellence and innovation in the biomedicine field. This session will explore strategies and tools that streamline complex project oversight, align strategic goals, and support dynamic decision-making, empowering the customer to accelerate breakthroughs and achieve organizational success.

Key Takeaways

• Learn how the customer streamlines complex project oversight with OnePlan.
• Explore strategies for aligning strategic goals within biomedicine, ensuring impactful and cohesive program management.
• Gain insights into dynamic decision-making tools that drive innovation and success.

Description

In this session, you’ll learn to set up financial structures and preferences, including configuring financial periods, fiscal years, currency preferences, and exchange rates. We’ll also cover defining cost categories, budgeting, financial forecasting, and managing project budgets.

Key Takeaways

• Set up financial structures and configure periods, fiscal years, and currency preferences.
• Define cost categories, cost types, and manage exchange rates.
• Implement budgeting and financial forecasting.
• Create and manage project budgets effectively.

Description

Develop the skill of creating actionable, future-focused portfolio scenarios. Use the Portfolio Modeler to strategically align your projects with your organization’s goals and objectives.

Key Takeaways

• Using the Portfolio Modeler in OnePlan.
• Q&A session, Session Recap discuss how to apply learnings.
• Content Focus: Deep dive into the Portfolio Modeler

Description

In this session, you’ll learn how to schedule, configure, and modify standard status reports and dashboards, along with understanding format rules and insights. We’ll also cover the essential aspects of backup and restore processes.

Key Takeaways

• Schedule, configure, and modify standard status reports and dashboards.
• Apply format rules and gain insights.
• Implement backup and restore processes.

Description

Start your evening with us at a lively happy hour on the beautiful Park Terrace at Park MGM! Enjoy refreshing drinks, delicious bites, and great company as you unwind before the night’s main event. It’s the perfect setting to mingle with fellow attendees and swap insights. After happy hour, we’ll head over together to experience the high-energy Mad Apple show by Cirque du Soleil. Raise a glass, relax, and get ready for an unforgettable evening!

Description

Get ready for an unforgettable night of Vegas magic! Join us for Mad Apple, the thrilling Cirque du Soleil show where jaw-dropping acrobatics, comedy, and live music bring the energy of New York to the Vegas Strip. Hosted by one of OnePlan’s valued customers, this exclusive event is the perfect chance to unwind, connect with fellow attendees, and experience the wild creativity and entertainment that Las Vegas is famous for. Don’t miss out on a night that’s sure to be the highlight of your trip!