Презентація вебінару Program & Portfolio Management

Курс спікерів, присвячений управлінню програмами та портфелями: https://e5.ua/uk/trainings/program-portfolio-mastery/

Управління програмами та портфелями - це рівень, на якому проєктний менеджмент виходить за межі окремих ініціатив і починає формувати стратегічну картину бізнесу.

Це про те, як об’єднати десятки проєктів у логічну систему, побачити взаємозв’язки, ризики, залежності та вплив кожного рішення на кінцевий результат компанії.

Але дуже часто менеджери стикаються з тим, що:
• ініціативи дублюють одна одну,
• ресурси розпорошуються між пріоритетами,
• результати окремих проєктів не складаються у спільну бізнес-картину.

Усе це призводить до перевантаження команд, відсутності прозорості й втраченого фокусу.

На вебінарі ми поговоримо про практичні аспекти управління програмами та портфелями, які допоможуть це виправити:
• Як відрізняється управління програмами від управління проєктами? • • Розберемо логіку рівнів управління і чому програмний менеджмент — це не просто координація кількох проєктів.
• Як сформувати портфель проектів, який підтримує бізнес-цілі компанії. Ви дізнаєтеся, як оцінювати ініціативи, визначати пріоритети та оптимізувати розподіл ресурсів.
• Інструменти та метрики. Які дашборди, фреймворки та підходи дозволяють тримати під контролем програми та портфелі - навіть у складних, динамічних умовах.

Спікери:
Олексій Шебанов
Trainer & Managing Partner - E5
Senior Director. Head of PMO - Intellias
https://www.linkedin.com/in/oleksiy-shebanov-a83120b6/

Марія Швець
Director, Head of Consulting and Process Management, PMO - Intellias
https://www.linkedin.com/in/mariashvets

1. Webinar
Program & Portfolio Management

2. Consulting and Training Company E5
E5 -consulting and
training company that
brings business processes
in the company to
international standards
The E5 portfolio includes
more than 35 clients for
whom we conducted
consulting or Agile
transformation and
improved business results
Each expert of the E5
team is a practicing
specialistwith more than
15 years of experience in
top Ukrainian IT companies
We conducted more than 260
trainings where almost 6200
specialists were trained
We organize free events, webinars
on regular base and develop the
Ukrainian IT community

3. Some of our clients

4. InITsince2005,since2009inmanagerialpositions:
●ProgramManager,LeadDeliveryManager,HeadofIT,Global
TransformationLead,DeliveryConsultant,ScrumMaster,Agile
Coach,HeadofPMO@Vodafone,DTEK,GMSAG,Scalr,
Ciklum,Intellias.
●Theportfolioincludesprojectsindifferentdomains:software
development,ITinfrastructure,ITIL/ITSMimplementation,service
monetization,PMO implementation,companycertification
(BusinessContinuity,ISO,GDPR),businessprojectsrelatedto
operationalimprovements,businesscontinuity,transformation,
changemanagement.
improve yourself CONTINUOUSLY
About the speaker
Oleksiy Shebanov
Managing Partner @ E5
Senior Director. Head of PMO @ Intellias
see detailed info on LinkedIn

5. ●Over13yearsofexperienceintheITindustry,including10+
yearsinproject,portfolio,andprogrammanagement.
●Formorethan9yearstrainingandconsultingonproject
managementandAgiletopics.
●Held variousmanagement positions,including
Project/Program/Portfolio/DeliveryManagerandPMO
Expert/Consultant.AsaDeliveryDirector,successfully
expandedtheprojectportfolio,ensuringhighexecutionquality
throughclosecollaborationwiththeteamwhiledemonstrating
innovationandproactivenessinsolutiondevelopment.
improve yourself CONTINUOUSLY
About the speaker
Director, Head of Consulting and PMO
Services, PMO @Intellias
Mariia Shvets
see detailed info on LinkedIn

6. Projects, Programs and Portfolios
Business value
•Led by the business
•Business goal alignment
•Business value alignment (risks/benefits)
•Program selection & portfolio optimization
Stakeholders benefits
•Sponsored by the business
•Ownership of benefits
•Multiple projects
•Projects aligned with program benefits
Quality deliverables
•Delivery of product or service
•Quality management
PORTFOLIO
PROGRAM
PROJECT
O

7. Comparative Overview of Projects, Programs and Portfolios
O
Comparative Dimension Project Management Program Management Portfolio Management
Key imperative Doing things right Doing things right Doing the right things
Delivery scope A set of specific deliverables
A business problem or
opportunity
Organizational strategic
objectives
Management focus Task performance Project performance Aggregate performance
Management tools
Detailed schedules based on
work products
High level schedules based on
projects
Value indicators based on
aggregations of performance,
risk and benefits data
Success measures
Within budget, on time, to
specification
New business capability Strategic objectives and value

8. Practical Exercise: sort out the cases between Pj/Pg/Pf
O
1.Implementation of a new payroll system across the company.
2.Developing a mobile app for customer self-service in one business unit.
3.Managing all digital transformation efforts across multiple departments, including AI
pilots, legacy system retirement, and cloud strategy.
4.Overseeing the organization’s health innovation strategy, including clinical trials,
patient data initiatives, and telehealth solutions.
5.Managing all change initiatives related to M&A integration over two years.

9. Integrated Management System
Source: link
M
An enterprise operates through a system of interconnected
management functions and processes that transform inputs into
valuable outcomes. This is known as an integrated management
system.
Two engines drive success:
•Business Engine: Strategy, portfolio, and program management
•Execution Engine: Program, project, and team-level delivery
•Ensures continuous alignmentbetween strategic intent and
operational reality
•Program management acts as a bridge, ensuring coordinated
execution of strategy
•Promotes feedback loops—enabling strategy refinement based on
delivery insights
•Supports value realization, governance, and agilityat every level
of the organization

10. Linking Org Strategy and Portfolio Management
The ultimate goal of linking portfolio
management with the organizational
strategy and strategic business execution
is to establish a balanced, realistic plan
that will help the organization to
achieve its goals.
M

11. Program Lifecycle
O

12. Portfolio Lifecycle
•A portfolio’s life cycle includes four stages:
Initiation, Planning, Execution, and
Optimization.
•All stages are adaptive, flexible, and fluid.
•The process is continuous and non-linear—
stages can repeat or overlap depending on
needs.
•Portfolios may undergo several iterations of
planning and executiondue to internal or
external factors.
•Portfolios are dynamic and can be adjusted or
refreshed (e.g., adding, removing, or modifying
components) in response to internal/external
changes or strategic realignment.
O

13. Real Life Example
O

14. PDCA at all levels
Portfolio level
All development teams:
Program level
Team:
Team level
O

15. PDCA at all levels
O
https://framework.scaledagile.com/#portfolio

16. Operational performance in PPM context
Operational performancein program and portfolio management refers to how effectively and efficiently initiatives are being executed
and managedto deliver results within the expected time, budget, and scope–while staying aligned to strategic goals.
While benefits are outcomes, operational performance is about throughputand execution capacity.
●Are we achieving the business outcome we promised? (strategic)
●Are we consistently delivering on our plans in a sustainable way?(operational)
Why It Matters
•Enables predictabilityin delivery –vital for leadership and
client confidence
•Supports early warningfor delivery slippage, resource
bottlenecks, or project overload
•Informs governance decisions: when to intervene, scale,
stabilize, or stop initiatives
•Builds the foundation for value realization–without healthy
execution, strategy fails
Area Description
Timeliness Are we delivering outputs when we said we
would?
Efficiency Are we using resources wisely and minimizing
waste?
Risk & Issue
Control
Are risks, blockers, and escalations being
managed early and effectively?
Dependency
Health
Are inter-project and inter-team dependencies
under control and not causing delays?
Quality of
Delivery
Are we maintaining quality standards (e.g. defect
rates, rework)?
Key Focus Areas
M

17. Performance Dimensions and KPIs
Dimension Example Metrics
Delivery Health On-time delivery %, milestone slippage, burn rate
Resource EfficiencyUtilization %, capacity vs. demand, staffing gaps
Value Delivery % objectives achieved, business value points
Risk/Issue Control Open risks/issues, resolution time, impact level
Dependency Health # of blocked items, unresolved cross-team blockers
Tools & Reporting Mechanisms
•Dashboards (Jira, Planview, Smartsheet, Asana, etc.)
•Portfolio status reviews (monthly/quarterly)
•PMO reporting packs
•Program control boards / Obeya Rooms (Lean)
M

18. Leading vs Lagging Indicators
Lagging Indicators
Metrics used to measure past
performance, e.g.:
•Delivered on time
•% of completed milestones
•actual cost etc.
M
Leading Indicators
Metrics used as predictive measure
of future performance, e.g.:
•Risk trends
•Team morale
•Velocity drop
•Blocker count etc.

19. Setting Control Thresholds
Control thresholds are predefined limitsor tolerance bandsfor key performance indicators (KPIs). When performance falls
outside these thresholds, it triggers action—such as escalation, replanning, or intervention.
Why They Matter:
•Provide a baseline for action(vs. reacting
too late or inconsistently)
•Help automate monitoringin dashboards
and tools
•Enable early identificationof delivery or
governance issues
•Promote data-driven decisions, not gut feel
KPI Green Amber Red
On-time Delivery (%) ≥ 90% 70%–89% < 70%
Open Risks per Program < 5 5–10 > 10
Team Utilization (%) 75%–85% < 75% or > 85% < 60% or > 95%
Milestone Slippage (days) ≤ 5 days 6–14 days > 14 days
Cycle Time Variance < 15% 15%–25% > 25%
Example:
M

20. PPM tool usage benefits
Get a full
360
o
view of
organization
Make well-informed
strategic decisions,
form and monitor
shareholders value.
Executive
Leadership
Accurately
prioritise and
balance
portfolio.
Track key indicators
and keep initiatives
always on track.
Create clear,
outstandingly informative
reports on value delivery.
Senior
Management
Manage multiple
projects in
predictive, agile, or
hybrid methodology.
Track progress in
real time across all
projects /
resources.
Report on progress,
benefits,
interdependencies,
risks, changes in real
time.
Project / Program
Management
Keep using PPM
tool as you’ve
always been to
manage work.
Teams & Team
Leaders
O

21. Enterprise-grade PPM tools
Tool CostKey Features
Planview $$$
End-to-end PPM, strategic alignment,
lean/agile delivery, strong analytics
Clarity PPM $$$
Deep financials, resource planning,
roadmapping; often used by large
PMOs
ServiceNow
PPM
$$$
Integrates ITSM + strategic portfolio
planning
Microsoft
Project Online /
Project for the
Web
$$
Gantt, portfolio view, integration with
Power BI
Oracle
Primavera
$$$
Strong in infrastructure/engineering
projects; complex dependency
control
Projectum $$$
Microsoft Power Platform-based
suite; supports strategic portfolio
management, resource planning,
time reporting, and financial
forecasting. Ideal for enterprises in
the Microsoft ecosystem
O

22. Agile & Hybrid PPM tools
O
Tool CostKey Features
Jira Align $$$
Enterprise Agile planning; connects
teams to strategy; ideal for SAFe
Targetprocess$$
Agile portfolio visualization; value
streams; highly customizable
Digital.ai $$$ Enterprise Agile + DevOps integration
Aha! $$
Roadmaps, prioritization, idea
management; connects strategy to
delivery
Monday.com $$
Visual, easy-to-use; PPM templates
for agile/hybrid teams
Jira &
BigPicture
$$
Hybrid PPM add-on for Jira; supports
roadmaps, Gantt, resources, SAFe,
and risk management

23. Lightweight/Mid-market PPM tools
Tool CostKey Features
Smartsheet $$
Spreadsheet-like + workflow
automation; good for cross-functional
PPM
Wrike $$
Task-to-portfolio hierarchy, time
tracking, dashboards, Gantt, resource
management
Asana
Business
$$
Project tracking, portfolio
dashboards, workload views
ClickUp $
All-in-one customizable PPM; good
task/goal alignment
Trello
(Premium/Ent
erprise)
$
Lightweight Kanban boards +
reporting; scalable for teams
O

24. PPM15
15% знижки
за
промокодом
*до 30 жовтня
Курс «Program & Portfolio
Mastery»
31 година занурення в тему, щоб:
●Поглибити знання та опанувати сучасні
інструменти з управління програмами
та портфелями
●Освоїти підходи до стратегічного
планування та управління змінами
●Вміти створювати ефективні програми
та портфелі для досягнення стратегічних
цілей організації

25. Questions?
[email protected]
[phone]
www.e5.ua
E5ConsultingAndTraining
E5
EFive Training