An invitation for you from

Transform Ideas into Impact

Planning Masterclass

A collaborative, in-person workshop for VP and director-level leaders in transformation and portfolio management roles.

Atlanta, GA

Roam Buckhead – Peachtree

3535 Peachtree Road NE

Suite 320

Atlanta, GA 30326

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Tired of your executive team piling on conflicting priorities and vague expectations, then leaving you to ‘figure it out’? This in-person masterclass empowers leaders with the tools, insights, and confidence to master portfolio planning, align priorities, and deliver measurable results.

Through an interactive, small-group format, participants will gain practical strategies for effective planning and execution, collaborate with peers to exchange best practices, and receive expert guidance on achieving business outcomes while advancing their leadership capabilities.

Key Takeaways:

  • Master core portfolio planning components and how to align them for optimal results.
  • Gain techniques to balance strategic goals with portfolio execution for consistent performance.
  • Leverage tools that ensure transparency, traceability, and accountability throughout the planning process.
  • Engage in peer learning and networking with experienced leaders in your field.
  • Strengthen leadership skills by improving decision-making and the ability to lead complex initiatives.

By the end of this masterclass, participants will leave with a comprehensive, actionable framework to manage portfolios with confidence, drive impactful outcomes, and fuel sustainable growth within their organization.

Who should attend?

VP and director-level transformation and portfolio management leaders.

Request a Seat

Advance Your Leadership and Professional Expertise

Enhance your decision-making and strategic thinking to lead with confidence, inspire your team, and drive lasting growth and results.

Connect and Collaborate with Industry Leaders

Engage in meaningful discussions, exchange best practices, and expand your professional network with like-minded leaders.

Strengthen Your Confidence in Planning and Execution

Develop actionable strategies to confidently navigate complex planning processes and ensure successful execution across your portfolio.

Silloutte Of Meeting

Agenda at a glance

Registration & Networking

Kick off the day with an opportunity to network over coffee.

Key Components of Planning – Part One

Dive into the core elements of planning and learn how mastering these components drives effective execution and outcomes.

  • Strategy & Product Alignment
  • Kapacitet
  • Finansiering
  • Breakout (Planning in Action)

Lunch & Networking

Relax and enjoy lunch while building connections and exchanging insights with peers.

Key Components of Planning – Part Two

Dive into the core elements of planning and learn how mastering these components drives effective execution and outcomes.

  • Ta in efterfrågan
  • Decision Modeling
  • Planning horizon and Process
  • Breakout (Planning in Action)

Planning in Action Demo

Hone your decision-making skills and apply them to real-world scenarios to confidently tackle complex challenges to drive impactful outcomes.

Wrap Up & Happy Hour (Optional)

Wrap up the day with an informal happy hour, ideal for networking and peer discussions.

Meet your instructor

Karen Anderson Profile Image

Karen Anderson

Director, Strategic Services, Planview

Karen oversees implementations involving project portfolio management, resource management, financial management, enterprise portfolio management, technology portfolio management, and product portfolio optimization. She has worked with companies of all sizes, maturities, and varied complexities to speed adoption leveraging proven processes and tools to drive business value in the least amount of time. Karen also has a deep understanding in areas of product development, phase-gate processes, quality, and program and project management.

Request your seat

This an exclusive workshop for VP and director-level portfolio and transformation leaders.

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