Maximizing PMI Chapter Success to Streamline Events + Programs with OnePlan
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Running a PMI chapter is no easy feat. From managing ongoing events to keeping volunteers aligned, it can quickly become an overwhelming amount of projects to keep track of. Join us for an exclusive webinar designed for PMI Chapter Leaders. We’ll demonstrate how OnePlan’s free licensing can help streamline your chapter’s project management, improve collaboration, and provide real-time insights into your initiatives.
Maximizing PMI Chapter Success to Streamline Events + Programs with OnePlan
- 1. Maximizing PMI Chapter Success to Streamline Events & Programs with OnePlan Powered by Steve Teebagy – OnePlan steebagy@oneplan.ai
- 2. 2 Agenda (~30 min.) 3min. Intro to OnePlan – Brief Overview 2min. What Is Included? – Offer Details 20min. LIVE Demo – PMI Chapter Use Case 5min. Next Steps & Questions?
- 4. 4 A Quick Note About Myself • Senior Account Executive at OnePlan • Member of PMI • Volunteered for 7 years with the Southern New England Chapter of PMI (SNEC-PMI) • Excited to be sharing the benefits of OnePlan with PMI Chapters across North America
- 5. OnePlan is an all-in-one platform that brings together corporate strategy, portfolio planning, resource management, financial planning, work management, and reporting in one place. 01 OnePlan’s solutions are designed to help organizations make better decisions, align their resources with strategic goals, and increase their agility and innovation. 02 OnePlan is highly customizable and configurable, allowing organizations to tailor the platform to their specific needs and business processes 03 OnePlan’s solutions are used by a variety of organizations, from small startups to large enterprises, in a range of industries, including IT, healthcare, financial services, and manufacturing. 04 OnePlan is an AI-enabled Strategic Portfolio Management (SPM) SaaS solution that enables organizations to streamline their operations & gain portfolio and project visibility and alignment.
- 6. Portfolio Managers Resource Planning Financial Planning Work Plan Visualizations Dashboards Status Reports Plan Managers Agile Plan Ideation / Requests Artificial Intelligence – Sofia GPT Strategy Timesheets My Work Stakeholders Team Members Executives Portfolio Planning Planning Do the right work Do the work right Resource Negotiation Resource Managers Enterprise Architecture Execution Analysis What-if Scenario Modeling • Products • Services • Applications Capacity Planning Issues Risks Changes • Business Value • Benefits Realization OKRs SPM
- 7. Say Hello to OnePlan’s ‘Sofia GPT’ A Game-Changer for Strategic Portfolio Management Data Integration: Accesses data from both OpenAI's extensive network and OnePlan's own resources. AI-Driven Collaboration Sofia GPT, an advanced Azure OpenAI module, is tailored to transform strategic portfolio and work management. Intuitive Interaction: Understands natural language and provides real-time responses, enhancing strategic planning and decision-making efficiency. Automation Powerhouse: Simplifies tasks like data entry, information retrieval, communication, estimation, anomaly detection, and more.
- 9. What Is Included? 1. FREE Use of OnePlan’s SPM SaaS software to help manage your Chapter’s: 1. Objectives/Key Results 2. Ideas & Proposed Programs/Projects 3. Portfolios, Programs, and Projects/Events 2. FREE 25 Enterprise Subscriptions & Unlimited Requestors (i.e. Idea submitters) 3. FREE Access to OnePlan Academy Online Learning Management System (www.oneplanacademy.com) 4. FREE Community Portal Access to share Experiences, Questions and Best Practices with other PMI Chapters
- 10. OnePlan Demo for PMI Chapter Leaders
- 11. Next Steps & Questions?
- 12. Next Steps 1. Confirm desire to implement OnePlan for your Chapter Volunteer Leaders and Schedule 30min call to walk through provisioning of your OnePlan “group” (aka instance/environment) by emailing steebagy@oneplan.ai. 2. Familiarize yourself with the OnePlan Support and Knowledge-Base site: https://support.oneplan.ai. 3. Follow FastTrack Guide* for PMI Chapters 4. Share your feedback, questions and experience with OnePlan and other PMI Chapters!