• Home
  • Events
  • Organising your resources to drive innovation

Key insights, videos and other resources from the event are available to members upon login.
For membership enquiries, please contact us.

04 Oct 2018
Organising your resources to drive innovation

Planview is named a Leader in the May 2018 Gartner “Magic Quadrant for Project Portfolio Management, Worldwide”

Why attend?
  •  Understand the benefits of work and resource management tools to connect strategy and delivery across the enterprise
  •  Learn how to effectively implement those tools to support business strategy
  •  Discuss how to help your organisation succeed in product delivery
  •  Share your challenges and learn from your peers in roundtable discussions
  •  Hear how Planview customers have successfully addressed these challenges
Who should attend?
  • Those involved in strategic planning, change management and transformation in their organisations
  • Project and Programme Managers, PMOs, and Business Analysts
  • Members interested in tools around resource management that bring together strategy and delivery

Organisations need to put more of their money and resources towards digital efforts and to do that, the speed and value equation within IT need to change - resource capacity planning is crucial in this process. As products and technology have converged together, disparate teams are required to overcome their silos in order to meet their project requirements. Find out how to remove barriers to effective communication, how to effectively manage stakeholders and ensure agile delivery.

Join your peers and experts for this masterclass to learn, share and discuss ideas on how to improve your organisation's resource management capabilities. There will be opportunities to hear from peers and customers of Planview, and of course Planview's experts themselves.

Not a member but interested in attending? Email will@citf.tech to find out more.

Steve Marjot, Head of Change Centre of Excellence, Royal Bank of Scotland

Transforming RBS and Adopting Scaled Agile Across the Enterprise
The Bank is moving investment programmes to a funding, governance and delivery model that typifies a lean, agile enterprise.  This requires changes to their Investment Planning processes, Governance, P3M framework for change, tooling and roles as well as a mindset shift.
Learn how RBS has embraced:
•    Domain level business cases with funding methodology agreed up front
•    Programmes as key strategic vehicles for achieving outcomes and benefits in the context of the Domain business case
•    Adoption of scaled Agile (SAFe & LeSS) as suitable alternative ways of working to traditional methods
•    Adoption of Agile roles with clear guidance and support for training, role migration and building careers

Provisional Agenda

09:15    Registration
09:45    Welcome and introduction
10:00    How Work and Resource Management bring everything into view
10:20    Scaling Lean-Agile delivery the safe way - harnessing the power of Agile
11:00    Break
11:30    Transforming Royal Bank of Scotland and adopting scaled Agile across the enterprise
12:30    Lunch
13:30    Make it Real - Delivering strategy and innovation, through continuous and agile portfolio management, and executing “No Matter How you Work”
14:30     Break
14:45   Open Discussion/Q&A
15:00    Networking
15:30    Finish

About Planview

Planview provides one of the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, product innovation, capability and technology management, Lean and Agile delivery, and collaborative work management. Their solutions span every class of work, resource and organisation to address the varying needs of diverse and distributed teams, departments, and enterprises. Headquartered in Austin, Texas, Planview’s more than 700 employees serve 5,000 customers worldwide through a culture of innovative technology leadership, deep market expertise, and highly engaged communities. For more information, visit www.planview.com.

Why Planview? Watch here.



Steve Marjot

Head of Change Centre of Excellence, Royal Bank of Scotland


Stephen is the Head of the Group Change Centre of Excellence at RBS within its Transformation Service. They partner with federated Business-line change teams across the Group to deliver a change operating model that enables transparency, control, efficiency and disciplined delivery. This is achieved through standards, methodologies, tooling, subject matter expertise, training and certification and communities of practice for Transformation change activity. Stephen has worked for over 30 years across the Financial Services, Oil & Gas, Retail and Utility markets as both a senior programme and change practitioner and for 12 years ran his own PPM Consultancy which specialised in implementation processes and tools to realise Enterprise benefits from work and resource management.

Julian Brackley

General Manager for Northern Europe, Planview


With a career in the PPM space spanning over 30 years, Julian has worked with a wide range of industries and stakeholders and helped organisations at varying levels of portfolio management maturity address their business challenges. After initial positions in engineering companies including Taylor Woodrow and Halcrow, Julian has fulfilled roles ranging from customer support through business and has spent development and management, at PPM vendors Artemis, ABT, Niku and CA. Julian has now been with Planview for over 10 years.

Malcolm Lea

Director Global Solution Architecture, Planview


With over 15 years of consulting experience, Malcolm is responsible for the FastTrack implementation methodology and for thought leadership and implementation standards in the way Planview delivers value to their customers. Prior to Planview, Malcolm has worked as a systems implementation consultant for Coopers & Lybrand/PwC qualified as a Diploma Member of the Institute of Brewing.

Andy Mutton

Senior Account Executive, Planview


Andy began his professional life as a software engineer, giving him the opportunity to learn valuable insights into the challenges faced by software teams. Now, his work focuses on helping people become more lean and agile: helping teams adopt lean and agile practices, scaling it to enterprise levels, and transforming organisations to embrace lean and agile thinking. He does this through helping customers visualise their work, optimise their process, and deliver value faster.


Registered in England No. 3356661        VAT No. 927157412         Legal         Privacy and cookies         Accessibility

© 2016 The Corporate IT Forum