OnePlan Webinars

Join us for an exclusive deminar showcasing OnePlan — the ultimate solution for aligning strategy, investment, and execution across your organization. Whether you’re a PMO leader, executive, or portfolio manager, this session will provide actionable insights on optimizing resources, mitigating risks, and driving strategic success with OnePlan.   What You’ll Learn: Live demonstration of OnePlan’s […]

  Join Liberty Bank’s Darwyn Azzinaro in an insightful webinar as he shares their journey toward streamlining project and resource management with OnePlan. Discover how Liberty Bank overcame inefficiencies with legacy systems, integrated OnePlan with Microsoft tools, and enhanced organizational transparency using Power BI dashboards. Learn firsthand about the key wins, challenges, and lessons from […]

Join us for the third session in our OneConnect webinar series, where we’ll show you how to bring OnePlan and JIRA together for a unified project management experience. Designed with end users in mind, this session will walk you through the integration essentials, making it easier than ever to align your tools, teams, and tasks. […]

  When budgets tighten and scrutiny increases, portfolio leaders face difficult decisions. Cutting too deep or too fast can derail critical initiatives, but doing nothing risks wasting valuable resources. Getting investment decisions right is no longer optional; it’s essential. In this session, we’ll show how OnePlan gives you the insight and control to prioritize with […]

  It’s no secret that with the economic pressures placed on organizations trading and located in the US, every dollar counts, meaning every project must deliver value. Yet many organizations struggle to align their projects and resources to shifting strategic goals. This misalignment leads to wasted investments, overburdened teams, and stalled progress. Join us as […]

You’ve got the data. Now it’s time to make it work for you. This session kicks off our 3-part Tech Tuesday reporting series with a walkthrough of OnePlan’s dashboards, which are built to help you track what matters, spot issues early, and communicate progress with clarity. Whether you’re managing the day-to-day or monitoring progress across portfolios, […]

Disconnected data makes it harder to get a clear picture of your portfolio. In the second session of our reporting series, we’ll walk through how to integrate Power BI with OnePlan to build interactive reports that provide visibility across projects, resources, and strategic initiatives.  You’ll learn how to bring OnePlan’s data into Power BI, apply […]

Concluding our reporting series, we’ll explore the full range of reporting capabilities available directly within OnePlan. From tracking project performance to analyzing resource utilization, you’ll see how to get the insights you need—right where the work is happening.  We’ll walk through how to generate and tailor reports that support project, program, and portfolio-level decision-making. You’ll […]

  Navigating changing technology and processes presents PMO leaders with unique challenges and opportunities. Join us as we explore practical solutions for leveraging decentralized digital tools and generative AI to transform Strategic Portfolio Management. Discover new ways to handle upcoming economic uncertainties, manage diverse tech investments, and close the strategy-to-value gap. Learn to leverage popular […]

When economic pressure rises, and priorities shift, your project portfolios feel it first. Inflation, budget cuts, and trade disruptions are forcing organizations to rethink their strategies and justify every investment. This scrutiny demands a sharp focus on which initiatives will truly deliver value, but that clarity isn’t always easy to find. In this session, you’ll […]

Learn how to get the most out of OnePlan and Azure DevOps by connecting the two platforms with OneConnect. Our expert trainers will walk you through how to set up and manage the integration, so your teams can collaborate more efficiently, reduce manual effort, and keep data aligned across systems. You’ll see exactly how to […]

Join us for an inside look at how OSI Systems evolved its IT organization from reactive project delivery to a strategic business partner. Learn how they tackled challenges like project overload, lack of visibility, and misaligned projects, and how they now manage all work and projects in OnePlan as a single source of truth. Vlad Grozdanovic, […]

Microsoft 365 includes a wide range of project management tools, including Project, Planner, Teams, and more, designed to support how teams plan, execute, and collaborate. But with so many tools available, the challenge is no longer access. It’s integration. Teams are often left working in silos, struggling to align their efforts and deliver consistent results. […]

Tired of manual data entry, duplicate updates, and disconnected systems? Join us for a guided walkthrough of OneConnect, OnePlan’s powerful integration platform that keeps your tools in sync and your team focused on what matters. In this 1-hour session, our expert trainers will show you exactly how OneConnect works, live in the tool. Whether you’re […]

Project portfolio management has come a long way but many PMOs are still stuck using static plans, siloed tools, and processes that don’t reflect how work actually gets done today. As business priorities shift faster and teams grow more dispersed, PMOs must evolve from project trackers to strategic enablers. That means leading with visibility, agility, […]

Running a PMI chapter is no easy feat. From managing ongoing events to keeping volunteers aligned, it can quickly become an overwhelming amount of projects to keep track of. Join us for an exclusive webinar designed for PMI Chapter Leaders. We’ll demonstrate how OnePlan’s free licensing can help streamline your chapter’s project management, improve collaboration, […]

Economic uncertainty and shifting priorities can throw even the best teams off balance—but it doesn’t have to be that way. Join us for a conversation with Project Management expert Brett Harned as we explore how digital leaders and project portfolio managers can cut through the chaos. With the right approach, you can turn disruption into […]

Keeping tasks organized and projects on track isn’t always easy, but OnePlan simplifies the process. In this Tech Tuesday webinar, we’ll guide you through tracking progress, updating tasks efficiently, and incorporating those updates into project reports, ensuring you stay ahead and keep your team aligned.  What You’ll Learn:  How to submit and manage task updates […]

Join us as we show you how to eliminate inefficiencies, improve reporting accuracy, and create a governance-driven framework that delivers real strategic value so leadership has the right data at the right time to drive better decisions. Key Takeaways: Standardize project & portfolio reporting: ensure consistency across teams and portfolios. Improve accuracy & governance: eliminate […]

Every leader knows the importance of seeing the bigger picture. With OnePlan’s Portfolio Modeler, that bird’s-eye-view becomes even more powerful when you learn how to truly connect projects to company goals and answer the question, “Are we investing in the right initiatives?” Equip yourself so that next time someone has a “what if” scenario, you’ll […]

Do you feel like you’re constantly putting out fires instead of managing projects strategically? Many PMOs and portfolio leaders spend their time in reactive mode, responding to shifting priorities, unexpected bottlenecks, and last-minute escalations—because they lack the insights needed to anticipate problems before they happen. In this webinar, we’ll show you how to transition from […]

Executives need a clear, real-time view of their portfolio to drive strategy, yet too often, they’re forced to make critical decisions based on outdated, incomplete, or siloed data. When project priorities shift and resources are stretched thin, a lack of visibility leads to misalignment, wasted investment, and uncertainty. Join this webinar to learn how to […]

Kickstart your project management journey with OnePlan’s revamped Work Plan module! We’ve made significant updates and added numerous new features that we’re excited to showcase during this session. We’ll guide you through the basics of setting up and navigating the enhanced Work Plan module, providing you with the knowledge and confidence to start managing your […]

Organizations are generating more useful data than ever, but without the right storytelling approach, valuable insights can be lost in dashboards, reports, and the dreaded never-ending spreadsheet. How can portfolio leaders turn raw data into compelling narratives that drive business decisions? This webinar will explore the power of data storytelling—the skill of using visualization and […]

Hybrid work management has introduced new complexities in managing projects, teams, and resources across multiple tools and platforms. Without the right structure, organizations risk inefficiencies, misalignment, and lack of visibility into key initiatives. This webinar will explore how AI-powered work management can help unify collaboration across Microsoft Planner, Jira, Smartsheet, Azure DevOps, and other tools—ensuring […]

Effective financial management is critical to delivering meaningful results to your portfolio of projects. By leveraging AI, organizations can achieve smarter budgeting, more accurate forecasting, and stronger alignment between financial plans and strategic objectives. This webinar will explore how AI-powered tools enhance visibility, streamline decision-making, and enable adaptability in financial workflows. Learn practical strategies to […]

Digital transformation promises big changes, but is it delivering the results your organization needs? Many businesses have embraced digitization, yet few have achieved the meaningful transformation required to obtain strategic results. In this webinar, organizational change expert Andy Jordan will uncover the common pitfalls of transformation efforts and share actionable strategies for driving real, measurable […]

Managing resources effectively is critical to achieving your organization’s strategic goals, but competing priorities, unique circumstances, and limited capacity can cause overcommitment and halt forward progress. In this webinar, we’ll demonstrate how to optimize resource planning, balance team workloads, and forecast future needs to stay ahead. Explore the strategies and tools that leading organizations use […]