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

Traditional PMOs need to evolve. Research shows only 15% of organizations achieve effective Strategic Portfolio Management, yet those that do are twice as likely to drive better business outcomes. Join us as we explore how leading organizations transform their PMOs into strategic value offices by connecting strategy to portfolio processes, enabling dynamic resource reallocation during disruption, and moving beyond project tracking. Learn practical frameworks for joining the elite 15% and achieving measurable results in 2026.

1. Future Proofing the PMO
Strategic Portfolio Management
for 2026 and Beyond
Jim Patterson
[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,
competitive, and fast-paced digital age

7. Move from Departmental PMOs to EPMO
PMO
PMO
PMO
PMO
EPMO
Source: Gartner’s Digital Business Leaders Survey on EPMOs
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. Frameworks for Translating
Strategy Into Actionable Projects
Strategy Maps
Strategy Maps visually link strategic objectives to help
clarify and communicate the plan effectively across
teams.
Balanced Scorecards
Balanced Scorecards measure performance across
financial, customer, internal process, and learning
perspectives.
Benefit Realization Models
Benefit Realization Models track and ensure that
projects deliver expected strategic benefits and value.

12. Measuring Impact
and Outcomes of
Strategic Alignment
Tracking Key Performance Indicators
Organizations measure success by monitoring
KPIs that reflect strategic objectives and
operational performance.
Benefits Realization
Assessing benefits realization ensures that
outcomes align with the expected value from
strategic initiatives.
Continuous Feedback Loops
Feedback loops allow organizations to make
timely course corrections and sustain strategic
alignment over time.

13. Enabling Dynamic Resource Reallocation
During Disruption

14. 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.

15. 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

16. Case Studies 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.

17. Shifting From Project Tracking to Value
Delivery

18. 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.

19. 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.

20. Disconnect Between Strategy and Value
Strategic Disconnect
GAP
•Misaligned execution priorities
•Siloed efforts hamper an end-to-
end or enterprise view
•Uncertain benefits of newer,
unfamiliar digital investments
Stalling digital transformation Value from digital investments

21. Disconnect Between Strategy and Value
Strategic
Disconnect
GAP
•Misaligned execution priorities
•Siloed efforts hamper an end-
to-end or enterprise view
•Uncertain benefits of newer,
unfamiliar digital investments
Stalling digital transformation Value from digital investments
Strategic portfolio
management
•Connect strategic goals with
execution priorities.
•Create alignment and synergy
across enterprise investments.
•Accurately quantify, track and
report initiative benefits.

22. Achieving Elite Status in Strategic Portfolio
Management

23. Defining Effective Strategic Portfolio Management

24. Defining Effective Strategic Portfolio Management

25. Practical Steps to
Transform the PMO
Redefine PMO Roles
Revise PMO roles to align with strategic objectives
and increase organizational impact.
Invest in Skills and Technology
Enhance capabilities by providing training and
adopting advanced project management
technologies.
Embed Strategic Thinking
Integrate strategic planning into PMO activities to
drive better decision-making and outcomes.
Foster Agility and Accountability
Cultivate a culture that embraces flexibility and
responsibility for project success.

26. OnePlan for Strategic Portfolio Management
Excellence

27. 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

28. 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.

29. Portfolio Managers
Resource Planning
Financial Planning
Work Plan
Visualizations
Dashboards
Status Reports
Plan Managers
Agile Plan
Ideation / Requests
Artificial Intelligence – Sofia GPT
Demand
TimesheetsMy 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
IssuesRisksChanges
•Business Value
•Benefits
Realization
Strategy
End-to-End Capabilities

30. 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 AnalysisGovernance

31. OnePlan helps unify your tech stack by integrating with the tools your teams already use. Whether it's Jira,
Smartsheet, Salesforce, or custom systems, OnePlan creates a connected portfolio ecosystem.
Open Integration Hub
Connect with Jira, Smartsheet, ServiceNow,
Salesforce, and more.
Automated Data Sync
Keep project data consistent across systems
without manual effort.
Bi-Directional APIs
Enable real-time updates between OnePlan
and external platforms.
Cross-System Intelligence
Use AI and insights across integrated toolsets
for smarter decisions.
See OnePlan in action!
Connect the Tools Your Teams Already Use

32. 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

33. 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)

34. Demonstration

35. Summary & Next Steps

36. Summary:
Future-Proofing Your PMO for
Sustainable Success
Strategic Portfolio
Management
Transforming the PMO into a
strategic portfolio management
office helps address complex future
challenges effectively.
Agility in PMO
Adopting agile methodologies
enables PMOs to respond quickly to
changing business needs and
market dynamics.
Value Delivery Focus
Ensuring continuous value delivery
keeps PMOs aligned with
organizational goals and drives
sustainable success.
Provides Complete SPM Capabilities to Enable Excellence

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

38. Customer Testimonials
"OnePlan has brought
transparency, adaptability, and real
strategic alignment to our project
portfolio—it's truly invaluable."
“OnePlan helped us go from 20% to
92% adoption by enabling
standardization, transparency, and
governance."
"OnePlan became our single source
of truth —it helped us standardize
processes, scale efficiently, and
deliver real-time data to our
leadership."
"OnePlan gives us the tools to
track, plan, and report on major
initiatives —helping our teams stay
focused and aligned on what
matters most.
"OnePlan gives us one source of
truth to manage multiple portfolios,
drive innovation, and make better
business decisions."
“OnePlan has been a game
changer for visibility and
alignment across the
organization.”
"OnePlan brought us global
visibility and helped us manage
strategic projects in a way we never
could before.”
See More OnePlan Customer Testimonials
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""OnePlan brought everything into
one place, streamlined our
reporting, and really took our PMO
to the next level."
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39. IMPLEMENTATION
SERVICES
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Your dedicated partner in maximizing work productivity and creating the shortest path to value
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AND SUPPORT
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when you need it
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Drive and support
continuous improvement
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40. Our Next Webinars
https://oneplan.ai/webinars/
•Frequent webinars on a variety of topics
•Register for new webinars
•Library of recorded, on-demand webinars

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

42. Next Steps
•FREE – Business Strategy Workshop
•FREE - Trial & Support
•Personalized 1:1 demo for your organization
•[email protected]
•www.oneplan.ai

43. www.oneplan.ai
Jim Patterson
[email protected]