JPI is assisting a leading law firm in their search for a qualified Portfolio Planning Lead. This role will be focused on managing the IT portfolio by leading the annual planning process and managing ongoing IT capacity and demand. Working collaboratively with the IT business relationship managers and project managers, the successful candidate will refine, maintain, oversee and execute the standards, methods, and tools for successful portfolio planning and demand management processes. Activities include planning and budgeting, intake management, estimating, capacity management, overall project scheduling and reporting.
During the annual planning process, the Portfolio Planning Lead will work closely with the Business Relationship Managers to define, estimate and schedule for the following year’s technology projects. The Portfolio Planning Lead will drive the process through the estimation, capacity planning, budgeting and scheduling of prioritized projects.
Throughout the year, the Portfolio Planning lead will support and participate with the Head of Planning and Programs in communicating to the IT Leadership team and project stakeholders on the overall health of the IT portfolio. This includes managing portfolio reviews, providing accurate and timely reporting and metrics, analyzing capacity utilization, and maintaining the master project schedule. The Portfolio and Planning Lead will manage incoming demand versus in flight projects and continuously match resource capacity against demand, communicating where decisions are needed to adjust the portfolio and drive consensus.
To optimize the portfolio resource capacity, the portfolio planning lead analyzes capacity versus demand and leverages vendors (contractors) when needed to meet capacity requirements while staying within budget. The lead is responsible for vendor management including planning and scheduling, staffing, on-boarding, and relationship management with preferred vendors.
- Manages the annual portfolio planning and budgeting process for the Information Technology department including project intake, estimating, capacity planning, and scheduling
- Manages ongoing demand for IT, including the project pipeline, estimating, scheduling adjustments, and capacity realignment
- Maintains the master project schedule
- Reports accurate and timely metrics such as portfolio level resource utilization (capacity) and financials - actuals versus plan
- Identifies, responds to, and monitors capacity and financial risks across the portfolio
- Defines and assures adoption of best practices for portfolio and demand management processes
- Develops, motivates, and engages project managers in the use of estimating tools; provides coaching where needed
- Manages vendors including staffing, on-boarding, and relationship management with preferred vendors
- Provides support with transition from portfolio planning to project initiation
- Participates in our Global Citizenship Program
- Understands and applies portfolio management best practices; promotes a culture of continuous improvement and service excellence
- Provides portfolio insight and guidance to IT leadership and teams
- Anticipates and actively manages portfolio level issues and risks
- Applies in-depth functional knowledge and experience to resolve complex problems
- Effectively communicates with the IT team members and the Planning and Programs leadership. Displays excellent written and verbal communication; the candidate will be expected to provide high quality portfolio status, briefings and reports
- Demonstrates and leverages strong business and financial acumen
- Works independently with limited supervision to manage different priorities and resolve more complex issues within a matrix environment
- Listens and acts on feedback; encourages and demonstrates commitment to knowledge / expertise sharing to provide opportunities for self and others to develop new skills and improve performance
- Works effectively in a fast-paced complex environment
Successful candidates for this position will have:
- 8 or more years of mid-senior level IT Experience
- 5-7 years of experience of enterprise level IT portfolio demand management, preferably in a large law firm or professional services firm
- Experience with project estimation, capacity planning, budgeting, financial planning and portfolio scheduling
- Strong analytical and problem-solving skills, including a thorough understanding of how to balance customer needs versus capacity
- Ability to facilitate conversations to resolve competing priorities
- Ability to influence others outside of reporting lines
- Excellent interpersonal skills and the ability to present and communicate effectively to senior stakeholders
- Experience managing vendors and contractor resources
- Familiarity with System Development Life Cycle concepts (e.g. Agile, waterfall, package implementation, etc.)
- Highly motivated, self-directed, self-starter
- Proficient with Microsoft Word, Excel, PowerPoint and at least one portfolio management tool
JPI is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.