Gartner PPM & IT Governance Summit 2014June 2 – 4 | National Harbor, MD | gartner.com/us/ppm

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Resource Priorities. Generate Change. Realize Returns.

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Gartner PPM & IT Governance Summit 2014 was held June 2 – 4 at the Gaylord National Resort and Convention Center in National Harbor, MD. This report provides a summary of the conference and highlights key take-aways.

Gaylord National Resort and Convention Center Richard Hunter speaking at Gartner PPM & IT Governance Summit 2014

Trip Report

Overview

As businesses pursue opportunities presented by the digital age and epic change continues to sweep over IT, program and portfolio managers are being asked to take on more and greater roles to deliver innovation and drive organizational change. This year’s conference addressed how to evolve your PPM career, skills, strategies and team to meet these new expectations and lead the way.

In eight ultra-focused tracks, Gartner analysts presented the latest strategies for success in the digital age. Attendees learned how to carve out resources for innovation, make the necessary changes to fully realize returns, balance risk and opportunity, implement governance that works, develop and staff an activist enterprise PMO, and define a compelling business case for new projects.

More than 20 organizations provided valuable insights

Executives from DaVita, DuPont, Microsoft, NetApp, Pcubed, Safeway, Software AG, Tennessee Valley Authority and Time Warner Cable, among others, shared leading-edge PPM experiences.

Analyst-led sessions tackled key issues

Thirteen workshops and 12 roundtable discussions addressed change fatigue, benefits realization and other hot topics.

Attendees furthered their professional development

Conference attendees had the opportunity to earn 15 Project Management Institute professional development units (PDUs). Click here to redeem your credits.

2 Key take-aways

3 Keynote sessions

4 Top-of-mind concerns

5 Most-attended sessions

6 Snapshot of attendees

7 Sponsors

8 Post-event resources

9 Renewal

Table of contents

Gartner PPM & IT Governance Summit 2015 June 1 – 3, Dallas, TX

Be sure to bookmark gartner.com/us/ppm, and check back for 2015 summit updates.

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Gartner PPM & IT Governance Summit 2014June 2 – 4 | National Harbor, MD | gartner.com/us/ppm

1 The PMO is the new engine of organizational change. A stellar PMO delivers business outcomes. It starts with hiring and empowering key staff, then building the right culture and finally embracing the concept of servant leadership — the secret to managing from the middle.

2 Activist enterprise PMOs are becoming the new norm. To cut across silos and connect strategy to execution, C-suites will increasingly rely on activist EPMO leaders. Proactive, hands-on, politically engaged and results-oriented, these leaders are shifting resources from operational improvement toward growth, innovation and realizing strategic goals.

3 Success depends on organizational change management. Even if IT execution is flawless, transformational programs can’t deliver promised benefits if adoption fails or lags. Maximizing adoption through effective organizational change management and new change methodologies is the key to realizing tangible business results.

4 There’s a better way to build an application business case. Prioritize the right investments and focus on outcomes that matter. An “application prospectus” process can deliver better business outcomes by helping all stakeholders understand the risks and rewards and make informed decisions.

5 Greater complexity means risk assessment needs to change. The complexity and high stakes of today’s projects requires understanding biases and identifying, addressing and at times embracing risk. Calibration, Monte Carlo simulation and the Gartner Business Risk Model can help accurately assess risks.

6 Hybrid agile strategies address unstable requirements. Mobile, social, cloud and big data are bringing fundamental change that necessitates more agile approaches to staffing, resources and application development. Agile methods confer adaptability advantages and minimize risk.

7 Effective governance takes full participation. Lasting, effective governance takes buy-in and commitment from everyone involved, in terms of goals and processes. Find a level of governance everyone can live with and agree to adhere to it.

8 Emerging strategies can streamline portfolio management. From application rationalization to integrated IT portfolio analysis to pace layering, new application portfolio management techniques are helping lower IT costs, increase IT agility and responsiveness and turn legacies into strategies.

9 Aligning PPM with the business will ensure strategic outcomes Thinking of the IT organization like a business within a business and increasing financial transparency at every stage of a project will help you optimize costs and deliver greater value.

10 The cloud makes ERP projects harder. By 2018, at least 30% of service-centric companies will move the majority of their ERP applications to the cloud. Having a strong ERP-PMO is more important than ever.

Key take-aways

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Delivering Change in the Digital Era Matthew Hotle, Richard HunterGartner’s Matthew Hotle and Richard Hunter kicked off the conference with a big-picture look at the rapid digitalization of enterprises occurring worldwide, and the significant impact it will have on enterprise strategy and its execution. Most organizations haven’t yet come to grips with the rate of IT change that will be necessary in this emerging digitalized world — a pace that current PPM processes won’t be able to sustain. Addressing challenges as well as opportunities, the presentation highlighted the need or new PPM practices suited to the digital era.

Strategically Align PPM to Focus Transformational Change James Brown, Mark A. Langley, Matt Light, Claire RutkowskiProject Management Institute’s Mark A. Langley joined Gartner’s Matt Light and executives from MWH Global and DuPont Pioneer to discuss how to harness PPM to deliver organizational change. To be able to tie goals to corporate strategy, the PMO needs to have a seat at the “strategic table.” A lively Q&A between the panelists and audience revealed the secret to successful digital-age business transformation: a dynamic approach that balances diligence with adaptability, and careful follow-through to ensure that proposed benefits are fully realized.

The Wolf in CIO’s Clothing Tina NunnoIn leadership, there is no safe middle ground. Those who execute enterprise strategy can find themselves negotiating tricky and risky situations. At the extreme, normal management tactics no longer apply, and leaders may need to go to the “dark side” to defend themselves or go on the offensive and win. In this session, Gartner’s Tina Nunno applied Machiavellian disciplines of power, manipulation and warfare to the world of IT and business leaders, a strategy further explored in the Gartner eBook, “The Wolf in CIO’s Clothing: A Machiavellian Strategy for Successful IT Leadership.” Take the Wolf Quiz at gartner.com/wolfcio to discover which animals best represent your leadership skills in difficult and extreme situations.

Taking a Leadership Role in Today’s Global Economy Madeleine AlbrightFormer Secretary of State Madeleine Albright took the stage for an inspiring and candid discussion of her life and extraordinary career, sharing leadership insights from decades of public service. Speaking with humor and eloquence, she shared her experiences as a young refugee who rose to become one of the 20th century’s most powerful women. Using recollections of power politics and negotiations at the highest levels, she illustrated what it takes to be a leader in today’s global economy.

Matthew Hotle Vice President and Distinguished Analyst, Gartner Research

Claire Rutkowski Vice President, Global IT Business Services Director, MWH Global

Keynote sessions

Richard Hunter Vice President and Gartner Fellow, Gartner Research

James Brown Director, Platform Management, DuPont Pioneer

Mark A. Langley President and CEO, Project Management Institute

Tina Nunno Vice President and Gartner Fellow, Gartner Research

Matt Light Vice President and Conference Chair, Gartner Research

Madeleine Albright, Ph.D. Former Secretary of State and Author

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Gartner PPM & IT Governance Summit 2014June 2 – 4 | National Harbor, MD | gartner.com/us/ppm

Top-of-mind concerns (what attendees asked about)• Disruptive change is everywhere, and all of it seems to require a major new IT project. How can

we identify and prioritize the right projects?

• The business is looking to PPM for leadership at the enterprise level, but we don’t have those skills in our PMO. How can we transition to an activist EPMO that’s prepared to lead transformative change?

• The degree and pace of change is taking its toll across the organization. What can the PMO do to combat change fatigue?

• How can we improve collaboration between the PMO and EA to deliver transformative change aligned with business objectives?

• How can we realize the full potential of a project? What metrics and key performance indicators are best for demonstrating its success?

• Legacy drag is slowing us down, eating up the budget and monopolizing resources. How can we make innovation the priority?

• New PPM tools and technologies are emerging continuously. How can I identify the best fit for our needs?

• PPM roles are changing quickly. How can I stay ahead, develop the skills I need to succeed in this new environment and deliver on expectations?

• As PPM splinters into run, grow and transform roles, what effect is it having on the labor market? How can I recruit the skills I need?

• What impact will the Internet of Things have on enterprise strategy and execution?

• Digital-age projects require more input from users and sponsors. What can we do to improve collaboration?

“ This is my first Gartner event and I love the realistic view of what’s happening in the PPM space.” Sarah Pulley, Senior Project Manager, Echostar

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F2. Building a Stellar Project Delivery Organization Donna Fitzgerald

D8. Getting to Benefits Realization: What to Do and When to Do It Richard Hunter

C7. Ask the Analyst: Building a Business Case Process With Accountability for Costs and Benefits Jim McGittigan

F6. Conflict Management for PPM Leaders Tina Nunno

D4. To the Point: The Art of a One-Page Strategy Heather Colella

D1. The Softer Side of IT Governance Robert A. Handler

E6. Effective Communication for PPM Leaders Elise Olding

D3. Governance Is a Leadership Discipline French Caldwell

A7. Stop Aiming for Successful Projects — Start Aiming for Successful Applications Andy Kyte

B3. Breaking Through: Building Activist PMOs Matt Light

Top 10 most-attended sessions

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Gartner PPM & IT Governance Summit 2014June 2 – 4 | National Harbor, MD | gartner.com/us/ppm

Snapshot of attendeesA sampling of some of your fellow attendees:41% Management

27% Director

8% Vice president

6% C-level

Top job titles

21% Government

20% Banking/insurance/finance

12% Healthcare

12% Manufacturing

Top industry sectors

Director, PMO & Delivery Transformation

IT Resource Manager

PMO Leader — Corporate IT Risk

Portfolio Management & Governance

Enterprise Architect

IT Portfolio Manager

PMO Program Director

Manager, Analysis & Project Management

AVP Project Management

Director IT PMO

“ Attending this event reassures us of some of the things we are currently doing in our organization and has provided great ideas on how we can manage our existing challenges.”Esperanza Castellanos, Manager, IT Practices, CPPIB

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A special thanks to our Gartner PPM & IT Governance Summit 2014 sponsors for their valuable contributions to the conference’s relevance and success.

Thank you to our sponsors

Changepoint

Clarizen

Daptiv

Deltek

EOS Software

Innotas

LeanKit

Pcubed

PMA

PM Solutions

PMware

QSM, Inc.

Rego Consulting

Sciforma

ServiceNow

UMT

UMT360

VersionOne

IT-ROI Solutions

Powernoodle

Premier

Platinum

Silver

Kiosk Sponsors

Association Partner

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Gartner PPM & IT Governance Summit 2014June 2 – 4 | National Harbor, MD | gartner.com/us/ppm

Post-event resourcesCustomizable post-event worksheetTake a moment to complete your own post-event trip report, a valuable resource for future reference and a great way to share with colleagues what you learned. Click here to access the trip report worksheet.

Learn more with relevant researchWant to learn more about the topics that interest you most? Each session presentation within Gartner Events Navigator includes a list of recommended Gartner research notes related to the session topic(s).

Learn more }

Experience our flagship conference, which attracts more than 3,000 CIOs.

5 – 9 October | Orlando, Florida

Missed a session? Have no fear. Your ticket includes keynotes and track sessions — not just those you see live! Gartner Events On Demand provides streaming access of recorded presentations to all paid attendees for one year. Watch your favorites again and see those you missed from any Web-connected device. Visit gartnereventsondemand.com.

Online access to session recordings for one year

“ I highly value the time spent here and will use the material to mentor and empower change within my organization.”Randy Hefner, Vice President, TMC Technologies

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Gartner PPM & IT Governance Summit 2015June 1 – 3, 2015 | Dallas, TX | gartner.com/us/ppm

Register by June 30, 2014, to enjoy:

• Raffle drawing for a complimentary 2015 registration

• $50 American Express gift card on-site at next year’s event

• $300 discount on standard registration fee

Register for this must-attend PPM event at gartner.com/us/ppm or call 1 866 405 2511

The 2015 date is set!

© 2014 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email info@gartner.com or visit gartner.com.

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