Gartner PPM & IT Governance Summit 2011

Gartner
PPM & IT Governance
Summit 2011
June 20 – 22
San Diego, CA
gartner.com/us/ppm
Embracing Uncertainty and Change: The
Key to Driving Value in Turbulent Times
HOT TOPICS
Portfolio management
PMO/enterprise PMO
Program management approaches
IT governance that works
Resource and demand management
and prioritization
Early-bird savings Register by April 29 and save $300

The must-attend event for senior leaders involved in s
governance, program and portfolio management, the
Drive maximum value with new ideas
The major component of the “new normal” is change. Old strategies and approaches
don’t work anymore. PPM and IT governance leaders need new thinking and an
ability to take advantage of new realities like social networking, global hypercompetition,
or the blurring of business and IT lines. Innovation is your best friend for embracing
uncertainty and delivering value.
The Gartner PPM & IT Governance Summit 2011 is focused on practical, actionable
advice to help you to successfully navigate the uncertainties, by:
• Adopting prioritization practices for initiatives that really work.
• Managing your portfolio of IT investments and initiatives while modeling the
impact of change.
• Evolving your PMO maturity upward, and evaluating how you might benefit from
an enterprise PMO.
• Continuously measuring expected IT initiatives benefits, and canceling those that
don’t measure up.
• Really understanding and—finally—adopting contemporary governance
frameworks and processes.
Discover the latest hot topics in PPM and
IT governance
Explore today’s hottest topics, including:
• How to match execution approaches depending on program types.
• How to use social networking for PPM and IT governance.
• Governing through the current outsourcing revolution.
• Driving initiative decisions and direction through effective PPM reports and dashboards.
• Managing complexity and constant change.
2 Register by April 29 and save $300.
2

tructuring and operating IT
PMO, enterprise PMO.
Benefits of attending
Through in-depth analyst sessions, problem-solving
workshops and peer interaction, you’ll gain:
• Hands-on, highly usable and practical advice you
can employ when you return home.
• A variety of interaction where you can speak and
share experiences with analysts and peers.
• An experience focused on PPM and IT governance,
where you can meet colleagues with roles that
match yours, and share approaches and strategies.
New for 2011
This year’s agenda features 90% new content and
offers an effective blend of new Gartner research
and enhanced networking opportunities, including:
• New topics and views on PPM and IT governance.
• Interaction with 16 analysts and consultants,
including six featured for the first time at this event.
• Expanded lineup of six rapid-fire sessions, 14
analyst-user roundtables, seven new case studies,
and new “Handyman” sessions.
• New Gartner evaluation tools, including a new PPM
maturity model, IT governance framework, and the
Gartner Magic Quadrant TM .
Who should
attend
• PMO leaders
• Program and project
management leaders
• Project portfolio directors
and managers
• IT governance
executives
• IT executive steering
committee members
• IT investment review
board members
• IT strategists and
planners, and CIOs
• Business strategists
and planners
Table of
contents
2 Overview
3 Benefits of Attending
4 Keynote Sessions
5 Meet the Analysts
6 Agenda Tracks
7 Summit Highlights
8 Agenda at a Glance
10 Solution Showcase
11 Registration
Visit gartner.com/us/ppm or call 1 866 405 2511. 3
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Keynote Sessions
Guest keynotes
The Little BIG Things: Driving Value With EXCELLENCE
Tom Peters, Business Management Expert, Co-Author of
“In Search of Excellence” and author of “The Little BIG Things”
In this keynote, Tom Peters will share some of the practical wisdom
from his latest book, “The Little BIG Things: 163 Ways to Pursue
Excellence.” Tom’s lessons on what brings the best out in people
and organizations are crucial to PPM, IT governance and enterprise
architecture leaders who must continuously deliver value to
their organizations.
Guest Panel: PPM and IT Governance Amid Turbulence
and Change—New Directions
Moderator: Matt Light, Vice President, Gartner Research
Panelists: Mark Langley, CEO, Project Management Institute;
William Duncan, President, PM Partners; Lester Diamond, Associate
CIO, Social Security Administration
The 2011 summit theme asks the question: Can you still use
20 th -century practices to govern and manage major IT initiatives,
and continue to endure poor governance and fragmented
prioritization? Our keynote panel brings experience to bear on
this question and more from government, the private sector, a
provider of industry best practices, and Gartner.
Driving Project Capability at the Enterprise Level:
Lessons from a PMO Leader
Greg Ramah, AVP/PMO Director, State Auto Insurance Companies
Selling the value of an enterprise PMO (EPMO) is a critical first
step, but delivering value is crucial to sustaining success. This
presentation will explore some of the “two steps forward and one
step back” lessons that State Auto has learned as the EPMO has
driven organizational adoption.
Gartner keynotes
State of the Art: What’s Hot and What’s Not in PPM
and IT Governance
Audrey L. Apfel, Managing Vice President, Gartner Research
The PPM World Is Not Flat: A Framework for
Program Management
Michael Hanford, Vice President, Gartner Research
A Leadership Framework for Achieving
Successful Governance
Tina Nunno, Vice President and Distinguished Analyst, Gartner Research
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Meet the Analysts
Delivering the right level of insight,
analysis and advice
For more than 25 years, Gartner analysts have been the
trusted advisors to many of the world’s largest and most
demanding organizations. Their analytical perspective is
informed by the challenges and solutions experienced by
60,000 clients worldwide.
Audrey L. Apfel
Managing
Vice President
Focus areas: Business value of IT;
PMO strategies; project management;
structure, roles and responsibilities;
project portfolio optimization and
prioritization; PPM/PM cost
optimization strategies
Linda R. Cohen
Vice President and
Distinguished Analyst
Heather Colella
Director
Jim Duggan
Vice President
Focus areas: Outsourcing; IT
services; vendor management;
sourcing governance
Donna Fitzgerald
Director
Focus areas: CIO and IT leadership;
communication and people
leadership; governance; business
relationship management
Robert A. Handler
Vice President and
Distinguished Analyst
Focus areas: Application
development tools and governance;
application life cycle management;
application portfolio management;
legacy portfolios and systems;
software change management
Michael Hanford
Vice President
Focus areas: Aligning IT and business
strategy; IT governance; leadership
development; team development;
project management; methodologies,
processes, organization; project and
program management office
Focus areas: Enterprise architecture;
IT portfolio management; application
portfolio management; communicating
and selling the business value; cost
optimization (prioritization, project
realignment and cost structure)
Focus areas: Program and
project management; IT portfolio
management; IT governance;
application development and
management strategies; process
management and governance
Matt Light
Vice President
Lars Mieritz
Vice President
Tina Nunno
Vice President and
Distinguished Analyst
Focus areas: Application development
methods and processes; enterprise
project management; PMO; project
and portfolio management tools;
requirements management; cost
optimization (project realignment,
demand prioritization and
communication)
Focus areas: PPM maturity; metrics
and performance management;
business value of IT
Focus areas: Organizational
performance improvement; the CIO
role; boards of directors and IT
Elise Olding
Director
Pat Phelan
Vice President
Kurt Potter
Vice President
Focus areas: Communication and
organizational change; BPM compentency
center; gaining buy-in for EA and BPM;
getting started with BPM; collaborative,
social and unstructured processes
Focus areas: ERP; business
applications strategies; application
governance and support
Focus areas: IT finance management;
IT performance assessment; IT
metrics usage; IT outsourcing
Carol Rozwell
Vice President and
Distinguished Analyst
Daniel B. Stang
Director
Colleen M. Young
Vice President and
Distinguished Analyst
Focus areas: Collaboration;
social networking and social
media strategies
Focus areas: PPM tools; IT
portfolio management; service
portfolio management; project
management; PMO
Focus areas: Organizational
change management; IT service
management; strategic planning;
shared services
Visit gartner.com/us/ppm or call 1 866 405 2511.
5

Agenda Tracks
Three tracks focused on your PPM and IT
governance needs
Focused on practical, actionable advice, this year’s agenda features more than
90% new content across three tracks and offers an effective blend of new Gartner
research presentations, case studies, peer-to-peer roundtables and workshops.
Agenda tracks
Better Governance: Challenges and Solutions
IT governance is about reaching the right strategic and tactical decisions
at the right time. Today’s increased pace challenges much of what you
thought you knew about good governance. To capture volatile business
opportunities, better governance must be fast and highly effective, and it
must consistently harness innovation. It’s no longer enough to align
business and IT—what’s important now is business strategy and results
delivery. In these sessions, our analysts will help you move from strategic
concepts to action without missing a beat.
Programs, PMOs and the Action Engine
The engine that drives real action with strategies and goals where IT is
engaged, is conceiving and executing major programs well—and supporting
the organizational drive to PPM excellence with mature and value-add PMOs
and enterprise PMOs. You’ll learn how PMOs can help determine which
kinds of leadership and support really works. EPMOs are beginning to move
into their own, and this is an evolving hot spot for mature organizations.
Whether you are just getting started in these areas or need more advanced
guidance, in these sessions our analysts will help you design well-executed
major programs to deliver both results and organizational change.
IT Portfolios and Investments: It’s All About Maximizing Returns
Selecting IT investments that pay off in periods of market volatility requires
that IT portfolios map to faster cycle times for opportunities, and recognize
wasted funding and resources much, much, faster. Organizations must
both choose and continuously monitor and correct an ever-growing set of
IT investments and applicable resources. The investment mix that must be
managed just gets bigger—from application overhaul programs to innovation
and complex adaptive major initiatives. In these sessions, our analysts will
help you learn to stay on track for spotting investment opportunities, and
for retargeting and refocusing investments, goals and resources.
Online agenda guidance
Use our convenient Agenda Builder to custom-create your own
conference curriculum, prior to the event. See complete details at
gartner.com/us/ppm.
6
Register by April 29 and save $300.

Summit Highlights
Get all this at one event—
special conference features
that maximize your experience
20-plus track sessions
16 Gartner analysts—including six who are new to
this event—will be on-site to present their latest
research, with strategic and tactical advice, and Q&A.
Preconference tutorials
Our complimentary preconference sessions get you
up to speed on PPM and IT governance with terms,
definitions and an overall perspective.
Interactive workshops
Nine analyst-led drill-down workshops offer a hands-on
focus on a variety of topics and include case-team
exercises with peers. Sessions provide an interactive
learning experience within a small group setting.
Seating is limited and reserved for end users.
End-user case study sessions
Six all-new case study sessions offer a behindthe-scenes
look at different organizations’
successes and challenges with their PPM and IT
governance initiatives.
Handyman sessions
How often have you said to yourself, “How do I …
(start up my IT steering committee, take a portfolio
inventory, etc.)?” Our one-hour “Handyman” sessions
answer these questions, in group sessions built
around one specific topic. Gartner analysts, using
published research and Gartner client experiences,
provide step-by-step advice to equip you with the
approach and tips you need to make things happen.
Rapid-fire sessions
Our expanded lineup of six shorter, faster-paced
and more interactive sessions offer the chance
to discuss or debate some of the hot topics at
the conference.
Solution provider sessions
Leading providers and their customers share best
practices, strategy and offerings.
Analyst-user
roundtables
Moderated by Gartner analysts,
our expanded lineup of 14
peer roundtable sessions
offers the opportunity to
explore today’s hottest PPM
issues in an interactive,
collaborative setting. Share
and learn best practices
among your peers!
Gartner analyst
one-on-ones
Have a private, 30-minute
sit-down with one of our
analysts who specializes in
your area of opportunity
and enjoy personalized and
targeted advice.
Earn up to
15 PDU credits
Gartner has been approved
as a provider of project
management training by the
Project Management Institute.
Earn up to 15 professional
development units (PDUs)
by attending the full
conference. For details, visit
gartner.com/us/ppm.
Start
networking now
Join your colleagues on the
Gartner PPM & IT Governance
(Xchange) LinkedIn group
and Twitter community.
linkedin.com
#gartnerppm
Visit gartner.com/us/ppm or or call 11866 405 2511.
7

Agenda at a Glance
Sunday, June 19
2:30 p.m. Pre-Event Registration
3:15 p.m. Tutorial 1 Are You Ready? Successful Initiatives Start With Organizational Readiness Anthony Henderson W0. Business-Driven PMO Setup: Practical Insights, Techniques and Case
4:30 p.m. Power Networking Forum
Examples for Ensuring Success Mark Perry, Founder, Senior Vice President,
Operations, BOT International
6:15 p.m.
Monday, June 20
7:00 a.m. Registration and Breakfast
7:15 a.m. Tutorial 2 The First Hundred Days of a PPM Leader: What’s Your Priority? Matt Light
8:15 a.m. K0. Welcome Address Michael Hanford, Pascal Winckel
8:30 a.m. K1. Gartner Keynote State of the Art: What’s Hot and What’s Not in PPM and IT Governance Audrey L. Apfel, Donna Fitzgerald, Tina Nunno
Track A Better Governance: Challenges and Solutions Track B Programs, PMOs and the Action Engine Track C
9:30 a.m. A1. Business Process Management: Where PPM and IT Governance Practitioners
Find Value Here Elise Olding
10:45 a.m. A2. The New PPM Normal: Increased Complexity, Constant Change and New
Approaches to Embracing These Robert A. Handler
11:30 a.m.
11:45 a.m. Attendee Lunch and Solution Showcase Dessert Reception
B1. The Lean PMO: “See” Value and Cut Waste on IT Projects—and Beyond
Matt Light
IT Portfolios and Investments: It’s All About
Maximizing Returns
C1. Driving Better IT Financial Management to Enable IT Transparency and
Business Value Kurt Potter
B2. Are You Ready for an EPMO? Donna Fitzgerald C2. Shepherding Successful Projects: The Art and Science of Change
Management Carol Rozwell
1:45 p.m. A3. Governing Through the Outsourcing Revolution Linda R. Cohen B3. PPM Roles and Staffing: Models You Can Use Lars Mieritz C3. Managing IT Demand: How to Do It, How Much to Do, and How to Find the
Resources Audrey L. Apfel
2:45 p.m.
3:00 p.m. A4. Guest Case Study B4. Case Study Panel Social Media Meets Project Management
Moderator: Carol Rozwell; Panelists: Michael Stratton, Project, Program and
Portfolio Management Integration Expert, Boeing; David Held, Director, Global
Standards and IT Business Processes, Yum! Brands
3:45 p.m.
C4. Guest Case Study Portfolio Management Lessons for Uncertain Times
Patrick Tam, Director, Global Business Operations, Cisco
W1. You Are What You Communicate:
How to Increase Your Effectiveness
Heather Colella, Pat Phelan
H1. Handyman Session How Can
I Target and Quantify PPM Process
Inefficiencies? Daniel B. Stang
4:15 p.m. Solution Provider Sessions H2. Handyman Session How Do I
5:15 p.m.
Develop an Effective Vendor Management
Program? Linda R. Cohen
5:30 p.m. K2. Guest Keynote Driving Project Capability at the Enterprise Level: Lessons From a PMO Leader Greg Ramah, AVP/PMO Director, State Auto Insurance Companies
6:15 p.m. Solution Showcase Reception
Tuesday, June 21
7:15 a.m. Registration
7:30 a.m. Breakfast
8:30 a.m. K3. Guest Keynote Panel PPM and IT Governance Amid Turbulence and Change: New Directions Moderator: Matt Light;
Mark Langley, CEO Project Management Institute; William Duncan, President, PM Partners; Lester Diamond, Associate CIO, Social Security Administration
9:45 a.m. A5. Making and Keeping Relationships, Particularly During Turbulent Times
Heather Colella
10:30 a.m.
10:45 a.m.
11:00 a.m. Solution Provider Sessions
11:45 a.m.
12:00 p.m. Attendee Lunch and Solution Showcase Dessert Reception
B5. Communicating About Project: Using Reports and Dashboards to Drive
Actions and Decisions Audrey L. Apfel
2:00 p.m. K4a. Gartner Keynote The PPM World Is Not Flat: A Framework for Program Management Michael Hanford
K4b. Gartner Keynote A Leadership Framework for Achieving Successful Governance Tina Nunno
3:15 p.m. Solution Provider Sessions
4:00 p.m.
4:00 p.m. A6. Creating and Executing an Effective Governance Process Tina Nunno B6. Forging a Successful Partnership Between the Enterprise PMO and the ERP
PMO Pat Phelan
5:00 p.m.
5:10 p.m. RFA1. Rapid-Fire Stealth Governance Versus Transparency Tina Nunno RFB1. Rapid-Fire How Waterfall Adapted and Whistled Past the Graveyard
Matt Light
C5. PPM Market Review, 2011: The Magic Quadrant and the Expanding Gartner
Market Analysis Daniel B. Stang
W7. Turning an
Application Catalog Into
a Managed Portfolio
Jim Duggan
Workshops and Handyman Sessions
H3. Handyman Session
How Can I Assess and
Control Project Risk?
Matt Light
W9. Discovering Portfolio Management
Best Practices That Really Work
Robert A. Handler
C6. Living With Application Risk for Portfolio Managers Jim Duggan H4. Handyman Session How Can I
Measure Value and Cancel Programs
and Projects That Eat Up Cash?
Michael Hanford
RFC1. Rapid-Fire Understanding Agile in the context of a PMO Donna Fitzgerald
5:45 p.m. RFA2. Rapid-Fire Projects: It’s About the Business Outcomes, Stupid Lars Mieritz RFB2. Rapid-Fire The Shift to Agile: Adaptive, But Explicit Jim Duggan RFC2. Rapid-Fire Enterprise Architecture: Harnessing Complexity in a
Hyperconnected World Robert A. Handler
6:00 p.m.
6:15 p.m. Hospitality Suites
Wednesday, June 22
7:15 a.m. Registration and Networking Breakfast
8:30 a.m. A7. Case Study TBA B7. Case Study TBA C7. Case Study TBA H5. Handyman Session How Do I Use
9:30 a.m. K5. Guest Keynote The Little BIG Things: Driving Business Value Through EXCELLENCE Tom Peters, Business Management Expert, Co-Author of “In Search of Excellence” and Author of “The Little BIG Things”
Published IT Budget Metrics in Creating
Spending Goals? Kurt Potter
10:00 a.m.
11:00 a.m. A8. PPM: Are We Alone in the Universe? Integrating PPM Into Governance,
Enterprise Architecture, and IT Service Management Colleen M. Young
12:10 p.m. K6. Gartner Keynote Wrap-Up: Top 10 Take-Aways and Future Research Ideas Michael Hanford, Audrey L. Apfel, and additional Gartner analysts
12:45 p.m. Conference Adjourns
B8. Leading Programs: No Place for Amateurs Michael Hanford C8. Enterprise Architecture and PPM: Peanut Butter and Jelly or Oil and Water?
Robert A. Handler
W2. Effectively Managing Your IT
Investments To Delivery Measurable
Business Value
Joanne Kopcho, Brian Ayres
W3. Assessing Your Governance With
the Gartner Governance Maturity Model
Tina Nunno
W5. PPM Worst Practices: Pitfalls Peers
Have Learned to Avoid Matt Light,
Audrey L. Apfel
W8. The Gartner ITScore
Maturity Model for Program
and Portfolio Management
Donna Fitzgerald,
Lars Mieritz
W10. Evaluation of Key IT Performance
Indicators Against Enterprise Goals
Kurt Potter
W11. The Business Approach to Making
Outsourcing Decisions Linda R. Cohen
W13. Strengthening IT Governance to
Drive Project Portfolio Decisions and
Manage IT Demand Rich Flowerree,
Anthony Henderson
8 Register by April 29 and save $300.
Visit gartner.com/us/ppm or call 1 866 405 2511
9

Excellent—topics were so
relevant and timely. Networking
opportunities were creative and
effective. Workshop was great.
Gartner PPM & IT
Governance Summit 2011
Advisory Board
The Gartner PPM & IT Governance Summit
operates with the advice and input of a number of
individuals from end-user organizations who help
guide the content and direction of the summit and
ensure that the summit addresses the needs of
the audience. We would like to thank the following
individuals for their ongoing advice and support:
• Lester Diamond—Associate Chief Information
Officer, Office of Information Technology
Investment Management, The U.S. Social
Security Administration
• David Held—Director of Global Standards & IT
Business Processes, Yum! Brands
• Nancy Freshcorn, P.M.P.—ITIL Director,
Information Systems, Westinghouse
Electric Company
• Ryan A. Rebennack—Technology Director,
JPMorgan Chase & Co.
• Michael J. Stratton, P.M.P., M.B.A., Ph.D.
(A.B.D.)—Program Management, The
Boeing Company
• Becky Woods—Information Technology PMO
Director, Shell
• Catherine Hornbeck—Sr Project Manager,
BlueCross Blueshield North Carolina
• Werner Sonntag—Executive Project Management
Officer, Progressive
• Sylvan Morley—Director of IT Strategy and
Planning, Cummings

Solution Showcase
Consider all options before making important
buying decisions
Market leaders and innovators in PPM and IT governance and more will be on-site
with senior-level representatives ready to answer your questions.
Premier Sponsors
as of March 14, 2011
Microsoft is the worldwide leader in software, services & solutions that help people and businesses
realize their full potential. Microsoft Project 2010 offers flexibility and choice for individuals, teams
and the enterprise to effectively manage all types of work — from simple tasks to complex projects
and programs. The end-to-end collaborative project and portfolio management environment
helps your organization gain visibility, insight, and control by enhancing decision making, improving
alignment with the business strategy, maximizing resource utilization and measuring and increasing
operational efficiency.
Oracle provides Enterprise Project Portfolio Management solutions for managing all critical business
areas for project-driven companies. Organizations that rely on Oracle’s best-in-class integrated solutions
can address project-based challenges across the enterprise and achieve absolute alignment between
strategy, execution and results, while ensuring stakeholders have an accurate view of budgets,
forecasts, milestones and progress.
Platinum Sponsors
For 20 years, Planview® has been advancing the discipline of portfolio management, helping our
customers balance strategy with their people and money to improve enterprise business decision
making. Our unmatched domain expertise enables companies in virtually every industry to drive
revenue, reduce costs, and mitigate risk. Learn more at www.planview.com
Silver Sponsors
Accept Software
AtTask, Inc.
Compuware Corporation
Daptiv
EPM Live
Innotas
Instantis
Pcubed
PowerSteering Software
Tenrox
UMT
Media Partners
Association Partners
Sponsorship opportunities
Jim Fama
Senior Account Manager
Gartner Events
+1 203 316 6931
jim.fama@gartner.com
John Speaker
Account Manager
Gartner Events
+1 203 455 0654
john.speaker@gartner.com
10
Register by July by April 20 and 29 save and $300. save $300.

Registration
3 easy ways to register
Web: gartner.com/us/ppm
E-mail: us.registration@eventreg.com
Phone: 1 866 405 2511
Early-bird price: $1,850
(Applies if credit card payment is received by
April 29, 2011.)
Standard price: $2,150
Early-bird
savings
Register by
April 29 and save $300!
Tickets: We accept Gartner conference tickets as a full payment. If you are a client
with questions about tickets please contact your Gartner account manager.
Bring the Team: Divide and Conquer!
With so much pivotal content to cover,
and so many collaborative sessions to
attend, it pays to bring your entire team.
Benefits include:
• Team meeting with a Gartner analyst
(end users only)
• Optional team meeting(s) with select
executives from vendor organizations
• Advice and support on building
personalized agendas
• 10-plus free multimedia sessions from
Gartner Events On Demand
• Complimentary team lounge and
meeting space
• Concierge service, both pre-event
and on-site
Registration rate team discounts:
4 for the price of 3
7 for the price of 5
12 for the price of 8
Get more details at
us.teamsend@eventreg.com or contact
your Gartner account manager.
Special Gartner hotel room rate: $250 per night
$250 per night. We have reserved a limited block for attendees of
the Gartner PPM & IT Governance Summit. As these rooms can
only be held at this rate until May 26, we recommend you contact
the hotel now. To obtain our special Gartner rate, inform the hotel
that you are attending a Gartner summit when making your reservation.
Manchester Grand Hyatt
One Market Place
San Diego, CA 92101
Phone: +1 619 232 1234
manchestergrand.hyatt.com
Get your exclusive Gartner poster onsite
Attend this year’s summit and receive a free Gartner Road Map to
PPM & IT Governance poster on-site!
Visit gartner.com/us/outsourcing gartner.com/us/ppm or or call call 1 1866 866405 2511.
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Gartner PPM & IT Governance
Summit 2011
June 20 – 22 • San Diego, CA • gartner.com/us/ppm
Early-bird savings
Register by April 29 and save $300
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