Conference Agenda

10:00 am Registration OpensWildflower Atrium

LunchHill Country Dining Room

How to Be a Superhero in YourCompany: Extending the Benefits of Planview Acrossthe EnterpriseCarrie Nauyalis

Taking a StrategicApproach toCapacity PlanningCarina Hatfield& Austin Bradshaw

2:00 –2:45 pm

TrainingWorkshop:Menus,Ribbons,and TilesChriztine Kirk(Ends at 4:00pm)

Product Demo:Planview Enterprise 11.2Walkthrough

3:00 –3:45 pm

4:00 –4:45 pm

Breakout 1Darrell Royal

Ballroom

Breakout 2Live Oak

Breakout 3Barton Creek

Breakout 4Forum

Amphitheater

Migrating toPlanviewEnterprise 11.xMalcolm Lea & Don Holden

11:45 am

Keynote: The Power of IRL (In Real Life) – Connecting with People in a Social Media Crazy WorldThom Singer, The Conference Catalyst | Darrell Royal Ballroom

1:00 pm

Meet the Experts(6 sessions - seeback page for topics)

Running YourServicesOrganizationwith PlanviewEnterpriseSteve Beaumont& Steve Alexander

Analytics andReporting:Bringing It AllTogetherKent Odland &Malcolm Lea

Product Demo:Planning inPlanviewEnterprise

The Big Bang Migration Approach: CloudLift, Web Services and Planview Enterprise 11.1Heather Westmoreland& Sheri Millar, NASCO;Rob Wiltuck, Planview

Meet the Experts(6 sessions - seeback page for topics)

Right-SizingResourceManagementScott Townsend,Austin Bradshaw, &Claudia Ketterhagen

ManagingChange: APractical andTactical ApproachDavid Christensen

TrainingWorkshop:Manage Accessto InformationChriztine Kirk

Product Demo:Planview Enterprise 11.2Walkthrough

Planview ManagedService for ApplicationAdministrationJill Bourgeois, Keurig Green Mountain; Mark Algar, Flowserve; Wes Warnke & Robert Webb, Planview

Meet the Experts(6 sessions - seeback page for topics)

6:00 pm Dinner at the Barton Creek Rock House

Monday, October 20th

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H O R I Z O N S 2 0 1 4

DemosRayburn Meet the Experts

Session Types:

Planview Customer Meet the Experts Training Demos Product Preview/Roadmap

10:00 am

6:00 am Morning RunHotel Entrance

BreakfastHill Country Dining Room

Break

8:15 am

11:45 am

7:15 am

9:45 am

9:00 am

10:50 am

11:35 am Announcements

CustomerPresentation

CustomerPresentation

CustomerPresentation

LunchHill Country Dining Room

Breakout 1 Breakout 2 Breakout 3 Breakout 4 Meet the Experts

General Sessions | Darrell Royal Ballroom

8:30 am

Tuesday, October 21st

WelcomeScott Hardey, Executive Vice President of Customer Service

The New PlanviewGreg Gilmore, Chief Executive Officer

Break

ExecutionPowerhouse: Driving the “GrowthGame Plan”Chad Holzshu,Newell Rubbermaid

Riding the Wave to Success: Project Management Lessons LearnedMichele Mills & Shannon Thayn, University of UtahHealth Care

Rally + Planviewfor SuccessMike McLaughlin,Rally; Louise Allen, Planview

Meet the Experts(6 sessions - see back page for topics)

The Year of the…:A Commitment toContinuous Impro-vement in PortfolioPlanningBetsy Stikeleather,Blue Cross and Blue Shield of NorthCarolina

Turn Nay-Sayers intoEvangelists: Five Steps to PPM AdoptionAllan Spina, C. R. Bard, Inc.

Using a Piece of thePuzzle to Constructthe Entire PuzzleKevin McCloskey,Lincoln FinancialGroup

PPM as a ServicePhilippe Madore& John Tziortzis,Government of Ontario

Meet the Experts(6 sessions - see back page for topics)

Go Big, Go FastDavid Mason,Salesforce

StreamliningPlanview Enterprise:Driving Portfolio and InvestmentNimblenessMaureen Snowden,Abbott Nutrition

Extreme PlanviewMakeover: Ribbonsand Tiles EditionHeatherWestmoreland,NASCO

GainingMomentumwith PlanviewEnterpriseAna Johnson,Memorial HealthSystem

Meet the Experts(6 sessions - see back page for topics)

A Well-TravelledJourney from an ITPMO to anEnterprise PMODavid Madden,Citizens Bank

The R&D PlaybookChristine Strobush,Flowserve

Maturing ResourceCapacity Planningand InvestmentPlanningGary Merrifield,Blue Cross and Blue Shield of Louisiana

Addressing the Seven ChronicInnovationProblems withPortfolio andPipelineManagementBill Poston, Kalypso

The Value ofProjectplace withPlanview Enterprise Jason Morio & Jason White, Planview; Per Wising, Projectplace

The Value ofProjectplace withPlanview Enterprise Jason Morio & Jason White, Planview; Per Wising, Projectplace

LeveragingProjectplace in ITand ProductDevelopmentLouise Allen, Planview; Tobias Andersson,Projectplace

Meet the Experts(6 sessions - see back page for topics)

Beneficial Change –Building thePlanview BusinessCaseBarry Gray, LV=

1:00 –1:40 pm

1:50 –2:30 pm

2:45 –3:25 pm

2:30 – 2:45 pm

3:35 –4:15 pm

Projectplace and PlanviewPatrick Tickle, Planview; Tobias Andersson, Projectplace; Walter Witschard, Zurich; Rob McGregor, Keurig Green Mountain

The Planview Product RoadmapPatrick Tickle, Chief Product Officer

Build It, They Will ComePatricia Schneider, Arizona State University

Breakout 1Darrell Royal

Ballroom

Breakout 2Live Oak

Breakout 3Barton Creek

Breakout 4Forum

Amphitheater

Breakout 5Rayburn

Meet theExperts

Lean Execution:Empower Your Teams and IncreaseCollaboration with Projectplace Mia Nordborg,Projectplace

Evening Event: Bash at The Belmont(Transportation Provided)

4:15 – 4:30 pm

6:15 pm

Break

4:30 –5:15 pm

Meet the Experts(6 sessions - see back page for topics)

It Really Is All Aboutthe BusinessHeather McNally,Coca-ColaRefreshments

Speed to Market 101Claudette Cress,CSM Bakery ProductsNA

Planview EnterpriseTiles: Tips and TricksJohn Simons, Walgreen Co.; Jason Vogel, JB Hunt Transport

Tuesday cont.

Session Types:

Planview Customer Meet the Experts Training Demos Product Preview/Roadmap

Wednesday, October 22nd

PlanviewOpenSuite: ComplexIntegrationsMade EasyRob Reesor, VicePresident of Product Development

ProjectplaceCollaborationand KanbanPaul Bamforth,Projectplace

7:15 am BreakfastHill Country Dining Room

Five Essential Insights for Maximizing Resource CapacityJerry Manas, Planview; Maureen Carlson, Appleseed Partners

Why Resource Management: The Art and Science of Projecting CapacityLarry Stanton, Farmers Insurance

Capacity Planning to Improve On-Time DeliveryTom Dye, BlackBerry

9:30 am

10:20 am

12:30 –1:15 pm

General Sessions | Darrell Royal Ballroom

8:15 am

Break

Product Preview:Investment andCapacity PlanningCarina Hatfield

Product Preview:Analytics andReportingKent Odland

Training Workshop:Tabular ModelsChriztine Kirk

10:35 am

11:30 am LunchHill Country Dining Room

1:30 –2:15 pm

Product Preview:Work and ResourceManagementScott Townsend

Bringing It All TogetherPost Planview HorizonsDon Holden

Product Preview:Investment andCapacity PlanningCarina Hatfield

Product Preview:Analytics andReportingKent Odland

Product Preview:Work and ResourceManagementScott Townsend

Bringing It All TogetherPost Planview HorizonsDon Holden

Breakout 1Live Oak A

Breakout 2Live Oak BC

Breakout 3Barton Creek A

Breakout 4Barton Creek BC

Breakout 5Forum Amphitheater

Breakout 1Darrell Royal

Ballroom

Breakout 2Live Oak

Breakout 3Barton Creek

Breakout 4Forum

Amphitheater

Breakout 5Rayburn

Meet theExperts

Planview Product Sessions: Led by a Planview subject matter expert, these sessions explore functionality currently available to you in Planview Enterprise 11.x while providing actionable advice with allotted time for Q&A.

Customer Case Study Sessions: Learn from fellow Planview customers who have tackled the same challenges you are experiencing today, while providing best practices, tips and actionable takeaways to implement in your own organization. Time allotted for Q&A.

Meet the Experts Sessions: In a small group setting (others from your organization, or other customers with similar interests), you will meet with Planview experts to address answers to your specific questions. This format allows you to drill down on specific topics related to Planview Enterprise.

2:00 –2:45 pm

3:00 –3:45 pm

4:00 –4:45 pm

Meet the Experts

Monday, October 20th

Resource Management& Time Reporting –Improving the Life ofYour Resource ManagerRhonda Tignor

Planning Your Migrationto Planview Enterprise11.xDon Holden

Planning Your Migrationto Planview Enterprise11.xLeigh Huffstutter & Al Hunt

Planning for YourCloudLift MoveRob Wiltuck

Solving the Resourceand FundingConundrum withCapacity PlanningJuanita Bauman

Resource Managementand Time Reporting -Improving the Life ofYour Resource ManagerRhonda Tignor

Is There a Place for aProcess Architect in OurOrganization? YES! TheCare and Feeding ofYour Standards andProcessesJohn Downes

Resource Managementand Time Reporting –Improving the Life ofYour Resource ManagerJuanita Bauman

Planview Assessments –Opportunities forRealignment andOptimizationDon Holden

Progression Engine –Friend or Foe?Claudia Ketterhagen

Planview Assessments –Opportunities forRe-alignment andOptimizationDon Holden

When Is It Time to TrainAgain? Who and How –Keeping the EnablementMomentum GoingDavid Christensen

Planning Your Migration to Planview Enterprise 11.xJohn Downes & Al Hunt

Aligning Work to YourStrategies and FinancialTargetsChris Cannella

Aligning Work to YourProduct Catalog,Roadmap andFinancialsLeigh Huffstutter

Breaking Bad – UsingAnalytics toUnderstand UserBehaviorsKeith Minne

Aligning Work to YourProduct Catalog,Roadmap andFinancialsKaren Anderson

Streamlining YourLifecycles for EffectiveWorkflow ExecutionCarl Starr

Planview Managed ServiceRobert Webb & Wes Warnke, Planview; Sumitro Roy, HCL

Progression Engine -Friend or Foe?Claudia Ketterhagen

Keeping Up with theJones’ – Building theBenefits Story toMigrate to PlanviewEnterprise 11.xDavid Christensen

Enabling Your End UsersLeveraging PRISMSE-LearningChriztine Kirk & Dennis Kao

Life Immediately AfterGo-Live (New or Incremental)Rick Judd

Planview Managed ServiceRobert Webb & Wes Warnke, Planview; Sumitro Roy, HCL

Planning YourMigration to Planview Enterprise 11.xChris Cannella & Al Hunt

Enabling Your End Users –Leveraging PRISMSE-LearningChriztine Kirk & Dennis Kao

Analytics and ReportingGenius BarMalcom Lea, Paul Jacobs, Darius Sitzman

Building a SupportOrganization for anEnterprise ToolKaren Anderson

Streamlining YourLifecycles for EffectiveWorkflow ExecutionMatthew Barrett

Solving the Resourceand Funding Conundrumwith Capacity PlanningJuanita Bauman

Planning for YourCloudLift MoveRob Wiltuck

Financial Management,Planning, and MetricsChris Cannella

Breaking Bad – UsingAnalytics to Understand User BehaviorsKeith Minne

Resource Managementand Time Reporting – Improving the Life of Your Resource ManagerMatthew Barrett

Aligning Work to YourStrategies and FinancialTargetsKaren Anderson

Building a SupportOrganization for anEnterprise ToolRick Judd

Is There a Place for aProcess Architect in OurOrganization? YES! The Care and Feeding of Your Standards and ProcessesDavid Christensen

Breaking Bad – UsingAnalytics to Understand User BehaviorsKeith Minne

Planview ManagedServiceRobert Webb & Wes Warnke, Planview; Sumitro Roy, HCL

When Is It Time to TrainAgain? Who and How –Keeping the Enablement Momentum GoingJohn Downes

Life Immediately AfterGo-Live (New orIncremental)Rick Judd

Financial Management, Planning, and MetricsLeigh Huffstutter

Planview – Cost Rating ConceptsGlenn van Kooijk

Planview ManagedService Robert Webb & Wes Warnke, Planview; Sumitro Roy, HCL

1:00 –1:40 pm

1:50 –2:30 pm

2:45 –3:25 pm

Capitol LBJ Congress Houston Travis Austin

Tuesday, October 21st

3:35 –4:15 pm

4:30 –5:15 pm

Training Workshops: The workshops or mini-training sessions are presented by Planview trainers and will include a demonstration and guided "how to" discussion on the topic.

Product Demonstrations: The product demonstrations will be led by Planview Solution Consultants and will allow you a look into current offerings in Planview Enterprise that are available to you while you are looking to expand your footprint.

Product Preview or Roadmap Sessions: These sessions are designed to give you a preview of what's on Planview's roadmap for the upcoming releases. Time allotted for Q&A in breakout sessions.

Session Types

Capitol LBJ Congress Houston Travis Austin