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Enterprise Agility in Financial Services: Learnings from the 2019 Planview Horizons Customer Conference

Planview

We facilitated a roundtable discussion of our customers at the 2019 Planview Horizons Customer Conference where enterprise agility in financial services organizations was discussed. We learned more about some of the biggest struggles financial institutions face with a focus on capacity planning, funding models, and digital transformation.

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Healthcare PMO: BCBS Roundtable Exchanges Thought Provoking Ideas

Planview

A healthcare PMO today must have a strong constitution. Not only are they faced with challenges unique to healthcare, PMOs are also going through the trends mentioned in our recent post, “ Conquer Your Business Transformation.” We argue less and spend more time discussing what we plan to work on.”.

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What is Your PMO’s “Marketing Plan”

Bridge the Gap Consulting

This post was originally written in 2019. But, out of respect for the PMO manager who asked not to be named or have this published until his retirement in March of 2021, I held off. One of my first PMO managers had an Actuary background. So, he created strategy; the PMO Marketing Plan. Marketing Strategy.

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Portfolio and Resource Management Tips to Gift Your PMO This Holiday Season

Planview

The best gift for your PMO: Portfolio and Resource Management tips. Your PMO @ Hyper-speed Workshops [Webinar]. As a PMO leader, you are in a prime position to drive strategic outcomes by planning and managing today’s complex, cross-organizational programs and projects that will drive value to the enterprise.

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Download our free resource planning & scheduling template [Excel]

Resource Guru

In 2019, Wellingtone , a UK-based PMO consultancy, surveyed 150 organizations about the state of project management. But for those teams that have no budget or are just dipping their toe in the water with resource planning, free Excel-based project resource planning templates and resource scheduling templates might be sufficient.

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10 Places to Get Free Project Management Templates

Rebel’s Guide to PM

If you are looking for information on project budgeting, check out my blog over at ProjectManagement.com, The Money Files. If you don’t want to use GanttPRO, or can’t for some reason, the template Gantt charts will still give you a good idea of the tasks, phases and milestones for you to include in your own planning. Do a search for “.edu

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The Transformation Journey: Lessons Learned

Planview

At the same time, our traditional planning processes cannot keep up or sustain us anymore: The annual plan is most on-strategy the day you finish it. Every quarter that goes by, the plan becomes less relevant. It’s difficult to react swiftly to change when your plans and budgets are set in stone.

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