Portfolio Management and “Governance”, What’s it all about?

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Project Management Institute (PMI)® Professional Development Units (PDUs):
This Webinar is not in the PMI® system. However, it is eligible for self-directed learning PMI® PDU credit.

Speakers: Rich Murphy, EPK

Portfolio Management and “Governance”,

What’s it all about?


“Governance” and Enterprise Portfolio Management are complimentary processes and techniques which are mandatory in order for organizations to successfully support corporate strategic objectives. Implementing a portfolio “dashboard” without strong governance processes in place just makes poor execution more visible. And “governance” processes alone won’t allow executive decision makes to continually evaluate the ever changing business environment, and how to adjust IT priorities to effectively support the changes. This presentation will show the simple steps to creating a highly functional PMO to improve the ability of any organization to balance budgets, prioritize efforts, and easily plan resource requirements to provide real value to the organization.


Specific Topics:

  • Discover current “best practices” based on Project Management Institute guidelines
  • Learn techniques for producing an inventory of all all efforts, prioritizing both major    projects and support/operational work
  • Implement a stage-gate control process for all initiatives
  • Identify efficient reporting techniques


Speaker Bio:

Rich Murphy has more than 35 years of experience in the project management, commercial software development, and engineering fields. His project management experience began as the project controls engineer for a $4 billion power plant engineering and construction project.. Since 1980, he and his long-time partners have led the development of many leading commercial project management software systems. After Microsoft’s acquisition of one of the systems developed by this team in August 2000, Rich joined the Microsoft, and participated in the development of Project Professional and Project Server. He was the original Solution CEO for Microsoft’s Enterprise Project Management system. In December 2002, Rich and his team formed EPK Group LLC, to build a comprehensive portfolio and resource management system based on Microsoft’s platforms.

Rich holds a bachelor’s of science degree in electrical engineering from Rensselaer Polytechnic Institute in Troy, N.Y.

Serena Frank is an accomplished professional who has worked in the IT industry for over 20 as both a consultant and a practitioner. Ms. Frank has proven her ability to communicate effectively, inspire others, and lead strategic planning efforts resulting in dramatic positive change. She is known in the industry for transforming IT organizations through strategic planning and execution, governance and portfolio/program management, and organization development and alignment.

Most recently Ms. Frank was a Senior Vice President of IT at Wyndham Vacation Ownership, prior to that she was President of Kensington Partners, Inc, and was previously employed by Harcourt, Inc. publishing and The Walt Disney World Company. Prior to joining Disney, Ms. Frank worked at IBM for over 10 years. Ms. Frank graduated Phi Beta Kappa and Summa Cum Laude with a B.A. and M.S. in Policy Analysis and Management from the State University of New York at Stony Brook. Ms. Frank holds certifications in IT Governance, Six Sigma, and Project Management (PMI).

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