Скачать или смотреть From strategy to execution: Building an adaptable portfolio plan that delivers in 2026

Annual planning has never been easy, but it’s also never been more difficult. For PPM leaders, the challenge isn’t just choosing what to do — it’s translating corporate strategy into a portfolio plan that is achievable, measurable, and built for constant change.

In this session, you’ll learn a modern approach to annual planning that empowers PPM leaders with practical ways to connect teams’ work to top-level goals, evaluate tradeoffs and seamlessly reprioritize, and establish KPIs that prove impact early and often.

Panelists:
Andy Jordan, ProjectManagement.com | Moderator
Sterling Shury, Smartsheet | Senior Director, Strategic Transformation
Pamela Clapp, Memorial Health | Manager, IS Standards and Performance
A.J. Soll, ImproveComp | Co-Founder

Learn more at https://www.smartsheet.com

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0:00 - Introduction

4:27 - What worked well when navigating disruption in 2025 that you’ll carry into 2026 planning?

12:26 - What frameworks help you evaluate strategic objectives and turn them into executable initiatives?

19:41 - How do you prioritize when everything feels “important,” especially amid constrained resources and strong stakeholder opinions?

27:11 - How do you prevent teams from jumping into tactics without strategic clarity? How do you maintain ongoing transparency and alignment?

34:35 - Where does AI provide the most meaningful improvements in portfolio planning today, and what caveats should teams keep in mind?

42:23 - What KPIs help prove portfolio impact early, long before final outcomes or ROI can be delivered?

46:18 - Key takeaways recap
48:14 - Q&A and PDU instructions