Portfolio Management: Linking Organizational Strategy to Execution

Portfolio Management: Linking Organizational Strategy to Execution

Every organization has too many projects clamoring for insufficient resources.  Often leaders respond by trying to do too much with too little.  This starves the most important projects, wastes resources on the wrong work, and causes unbalanced risks and myopic horizons.  Portfolio management is a proven antidote to this. It helps leaders look broadly across their organization to invest in the right projects and coordinate their execution. This advanced course looks at current techniques and best practices for managing project portfolios, aligning them with strategic direction and making the best use of limited resources.    


May 17 & 18, 2018

8:30 a.m. - 5:30 p.m.

Key Learning Objectives

  1. Systematically prioritize and select the right projects, maximizing return on your investment in people and resources
  2. Create and manage a portfolio of projects that is feasible, integrated, and meets broad organizational objectives
  3. Link the portfolio to strategic objectives and to execution capabilities
  4. Maximize portfolio value
  5. Balance the investments in the portfolio
  6. Manage risks at the portfolio level
  7. Approaches for implementing portfolio management in an organization


“Thank you so much for guiding us through ...product portfolio management. The changes made a large, positive impact on daily operations and overall approach to … our technology roadmap.”

- Margaret B. (Digimarc ID Systems)

You really set the stage for a great project organization … your reputation as an expert in your field coupled with your excellent presentation materials and discussion, opened the eyes of many…

- Karen O'Brien, Director, Project Management Office, Providence Health System

Jeff clearly outlined our successes and challenges and saved us substantial expense by modifying our project management efforts! We are appreciative of his clarity and coaching!

- Lynne Saxton, Chief Executive Officer, ChristieCare

Another superb presentation tonight. Excellent delivery. Meaningful information that was made clear by your real-world examples. You fielded the questions with ease and added even more learning to this session by your expanded answers.

- Marv Serhan, Adjunct Professor, University of San Diego

About the Presenter

oltmann jeffJeff Oltmann, PMP,M.Eng. is principal consultant at Synergy Professional Services (www.spspro.com), where his specialties include strategy deployment, project excellence, and program and portfolio management.  He is on the graduate management faculty at Oregon Health and Science University and holds a Master of Engineering degree and a Project Management Professional credential.  Jeff previously ran a project management office (PMO) and $60M USD project portfolio for IBM’s xSeries development facility. He has over 30 years of experience developing new products, managing successful programs, and consulting to management teams. He is the founder of the Portfolio Management Roundtable.





  • $750 Non-members
  • $550 Chapter Members
  • $250 Chapter Student Members
  • $50 Earlybird Discount for registrations by 3/31/2018
  • $50 Late Fee for registrations after 5/10/2018
  • Registration closes 5/16/2018

Registration Info

  • Visit this page for complete Event Registration FAQs
  • *Chapter Members must log in to the PMI Portland web site prior to registering in order to receiveautomatic member pricing discounts!
  • NEW / RENEWING MEMBER? NOTE: It takes up to three business days for PMI Global to process your new PMI Portland Chapter membership so that we can create your PMI Portland login account on our site. If you're a new/renewing member or planning to join, please plan accordingly!  See the New Member web page for more information. 
  • There will be no retroactive payment adjustments. Please be certain you are registering correctly prior to payment.



Portland World Trade Center
121 SW Salmon
Portland, OR, 97204





Parking available at attendee's expense; continental breakfast and lunch provided.  


The course will apply to the PMP, PMI-ACP, RMP and SP. It will be 18 PDUs and the PMI Triangle breakdown will be:
  • Business/Strategy = 10 PDUs 
  • Technical = 6 PDUs
Click here for information on reporting PDUs.


Email the Director of Workshops for all questions about the event.
Email Technical Support for technical issues.

Coming Soon!

Check upcoming presenters on the Our Speakers web page.

Event Properties

Event Date 05-17-2018 8:30 am
Event End Date 05-18-2018 5:30 pm
Registration Start Date 03-01-2018
Cut off date 05-16-2018 11:55 pm
Individual Price $750.00
Late Fee $50.00(From 05-11-2018)
Location 2WTC Building, World Trade Center Portland
We are no longer accepting registration for this event


We wish to thank each of the Chapter sponsors for their continued support of the organization and their recognition of the importance of project management in the Portland area. To learn how your organization can become a Chapter sponsor, please visit Become a Sponsor

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