Future-Proofing the PMO - Strategic Portfolio Management for 2026 and Beyond

Future-proof your PMO with the right tools and smarter strategy.

1. Future Proofing the PMO Strategic Portfolio Management for 2026 and Beyond Jim Patterson Vice President [email protected]

2. The Case for Evolving Traditional PMOs

3. Limitations of Traditional PMO Approaches Focus on Process Compliance Traditional PMOs emphasize strict adherence to processes which can limit flexibility in projects. Lack of Agility Rigid PMO approaches hinder quick adaptation to changing business needs and priorities. Reduced Strategic Alignment Traditional PMOs often fail to align projects with overall business strategy, reducing portfolio effectiveness.

4. The Business Impact of Ineffective Portfolio Management Misaligned Investments Ineffective portfolio management causes investments that do not support strategic goals, leading to wasted resources. Lost Competitive Advantage Poor portfolio decisions reduce an organization's ability to compete effectively in the market. Decreased Stakeholder Confidence Stakeholders lose trust due to inefficiencies and missed objectives caused by poor portfolio performance. Reduced Organizational Agility Ineffective management limits the organization's ability to adapt quickly to changes and opportunities.

5. Characteristics of Leading Strategic Value Offices Strategic Value Delivery Leading PMOs focus on delivering measurable strategic value aligned with business goals and priorities. Dynamic Prioritization They continuously prioritize initiatives dynamically to respond to changing business environments and needs. Integrated Stakeholder Engagement Effective PMOs engage stakeholders across the organization to ensure alignment and foster collaboration. Business Strategy Enablement They enable and support business strategy execution rather than acting solely as governance bodies.

6. Business Leaders Face These Top Challenges to Success Today’s PMOs … are facing challenges on multiple fronts in the modern, c ompetitive, and fast-paced digital age

7. Move from Departmental PMOs to EPMO PMO PMO PMO PMO EPMO How Are These Leaders Responding to These Top Challenges?

8. Why the Evolution in the PMO? Because business leaders are increasingly generating a continuous flux of threats and opportunities with significant business implications. Responding to these threats and opportunities often requires a significant amount of effort and cost . It also requires effective orchestration and governance at scale — both of which are provided by an effective EPMO. The need for better strategic alignment of projects and initiatives enterprise-wide to successfully execute a strategy and deliver value And they are gaining a competitive advantage

9. Connecting Strategy to Portfolio Execution

10. Aligning Strategic Objectives with Portfolio Priorities Direct Support to Goals Portfolio investments must clearly support and advance the organization's strategic objectives. Clear Communication Effective communication across teams is vital to ensure understanding of strategic priorities. Stakeholder Engagement Ongoing involvement of stakeholders guarantees buy-in and adaptability to changing priorities. Flexible Prioritization Adaptive prioritization mechanisms allow for adjustments in response to organizational changes.

11. Measuring Impact and Outcomes of Strategic Alignment

12. Enabling Dynamic Resource Reallocation During Disruption

13. Techniques for Agile Resource Management Scenario Planning Scenario planning helps anticipate future possibilities to guide resource allocation effectively and proactively. Rolling Forecasts Rolling forecasts provide continuous financial and resource updates to adapt plans based on changing conditions. Capacity Buffers Capacity buffers ensure resource availability to address unexpected demands and maintain project agility. Cross-functional Teams Cross-functional teams enable quick pivots by combining diverse skills to respond to emerging priorities effectively.

14. Balance Top-Down and Bottom Up Top-Down High-Level Project/Initiative Capacity Plan Early Estimates Generic Roles Commitments Schedules Work Items Task Assignments Named Resources Bottom-Up Early-stage planning and estimating Often % or FTE-based planning Easiest method to get started and maintain Many stay at this level only Begin when detailed schedules/plans created Assign resources to tasks/work items Effort or sizing estimates Rollup aggregate time-phased effort More rigor for consistent quality

15. Components of Successful Dynamic Reallocation Proactive Resource Shifts Organizations proactively adjust resources to adapt quickly to changing market environments and disruptions. Maintaining Strategic Momentum Dynamic reallocation enables companies to sustain progress toward strategic goals despite challenges. Capitalizing on New Opportunities Timely resource shifts empower organizations to seize emerging opportunities ahead of competitors.

16. Shifting From Project Tracking to Value Delivery

17. Moving Beyond Metrics and Status Reports Limitations of Metrics Focusing solely on metrics can hide the true value a project delivers to the business and customers. Outcome-Oriented Focus Organizations should prioritize outcomes that enhance business performance and increase customer satisfaction.

18. Frameworks for Value-Driven Portfolio Delivery Value Stream Mapping Value Stream Mapping helps identify and optimize workflows to maximize value delivery. Benefits Realization Management Benefits Realization Management ensures that project outcomes align with strategic business benefits. Outcome-Based Portfolio Management Outcome-Based Portfolio Management focuses on prioritizing projects that deliver measurable business results.

19. Achieving Elite Status in Strategic Portfolio Management

20. Defining Effective Strategic Portfolio Management Effective Strategic Portfolio Management Effective SPM entails achieving all three attributes simultaneously Less than 20% of organizations are successfully achieving all three

21. OnePlan for Strategic Portfolio Management Excellence

22. OnePlan Provides the Path to Strategic Portfolio Management A complete solution for the Enterprise BUSINESS LEADERS Solutions that define business goals and strategies, as well as track progress at the levels of portfolios, business capabilities, products and strategic initiatives . OKRs | VALUE STREAMS FUNCTIONAL LEADERS Solutions that can present the interrelated perspectives, views and considerations needed to make strategic decisions across the business. ENTERPRISE ARCHITECTURE MANAGEMENT APPLICATION PORTFOLIO MANAGEMENT PRODUCT PORTFOLIO MANAGEMENT EXECUTION LEADERS Solutions that support the selection, planning and execution of a variety of different Initiatives across the organization ADAPTIVE | PSA | AGILE | PRODUCT

23. OnePlan is an AI-enabled Strategic Portfolio & Work Management platform that enable businesses to streamline their operations, optimize their investments & resources, while driving growth. Connect Strategy to Execution We bridge the gap between strategic goals and on-the-ground work, ensuring alignment across portfolios, programs, and projects. Deliver Real-Time Visibility & Insights Gain a unified view across all work with real-time dashboards and analytics that support faster, data-driven decision-making. Unify Tools and Teams Integrate with Microsoft Project, Planner, Azure DevOps, Jira, Smartsheet, and more—breaking down silos and improving collaboration. Optimize Resource & Capacity Planning Model capacity, demand, and resource allocation to ensure the right teams are focused on the right work at the right time. Centralize Financial Management Plan, track, and forecast budgets and actuals to improve investment performance and financial governance. Support Hybrid Work Delivery Models Enable Agile, Waterfall, and Hybrid work execution—all within a single platform that provides leadership with a consolidated view. Plan Strategically. Execute Effectively. Deliver Value.

24. Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Demand Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Planning Do the right work Do the work right Resource Negotiation Resource Managers Products, Applications, etc. Execution Analysis What-if Scenario Modeling Products Services Applications Capacity Planning Issues Risks Changes Business Value Benefits Realization Strategy E nd-to-End Capabilities

25. IT R&D Product Operations Build Your Own Solution Portfolio Plan Resource Plan Financial Plan Portfolio Modeler Work Plan Time Tracking Strategic Plan Strategy PMO Work Management Application Development Ideation Service Management Financial Management OneConnect/OneAnalytics Reporting Status Reports Innovation Portal Capabilities Solution Areas Integrations Extensibility Enterprise Platform Demand Planning Execution Analysis Governance

26. OnePlan helps extend the power of Microsoft 365 for strategic portfolio management. It seamlessly connects with Teams, Project, Planner, Power BI, and more. Native Microsoft Ecosystem Support Connect with Teams, Power BI, Project, Planner, and Azure DevOps. Two-Way Sync Push and pull data between OnePlan and Microsoft tools seamlessly Use Microsoft Teams for Collaboration Manage work, hold meetings, and update plans directly in Teams. Enterprise-Grade Security Compliant with Microsoft standards and certified for enterprise use. See OnePlan in action! Extend the Power of Microsoft 365

27. OnePlan helps you make faster, smarter decisions with built-in AI powered by Sofia. From plan generation to real-time recommendations, Sofia enhances productivity, improves decision-making, and reduces manual effort.. Generate Plans with Prompts Use natural language to generate project, work, or financial plans instantly. Summarize Updates & Status Automatically summarize plan health, progress, and risks for executives and stakeholders. Identify Risks & Anomalies Leverage AI to flag potential issues based on data trends and inconsistencies. Context-Aware Assistance Get in-app suggestions and automation tailored to your specific work context. See OnePlan in action ! AI-Driven Intelligence (Sofia GPT)

28. Summary & Next Steps

29. Summary: Future-Proofing Your PMO for Sustainable Success Provides Complete SPM Capabilities to Enable Excellence

30. Industry Recognitions Secured Platform Strategic Partnership at a Glance Private Equity Partner

31. IMPLEMENTATION SERVICES ONE-STOP-SHOP FOR BUSINESS TRANSFORMATION Technical Consulting & Advisory Services Your dedicated partner in maximizing work productivity and creating the shortest path to value EDUCATION AND TRAINING CUSTOMER SUCCESS AND SUPPORT ADVISORY SERVICES Dedicated to creating the shortest path to value Training how you want it, when you need it Peace of mind with 24/7 customer support Drive and support continuous improvement FastTrack KickStart Package Select Package Online University Role-based Learning Paths Instructor Led Courses Access to Experts Community Knowledge Library Business Strategy Workshop Advisory Consulting Staffing

32. Free Trials https://oneplan.ai/solutions/ Complimentary assistance available from OnePlan

33. Next Steps FREE – Business Strategy Workshop FREE - Trial & Support FREE – Full, Single-User License of OnePlan Personalized 1:1 demo for your organization [email protected] www.oneplan.ai

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