Inaugural Innovation Forum:
Aligning Portfolio with Strategy

Thursday, September 27, 2018

The Curtis Hotel - Downtown Denver





Network with the region's leading experts in R&D, NPD and Innovation.

The Denver metro area is one of the fastest growing economies in the nation. On September 27, 2018, professionals from some of the companies contributing to this growth gathered at our first Innovation Forum. PPM thought leaders and practitioners met to discuss business challenges, best practices and network.

Part of Planisware’s PPM Best Practices Tour, this complimentary event took place at the Curtis in Downtown Denver from 9am to 1pm. Presentations focused on PPM best practices and aligning portfolios with overall strategy. Past attendees to our 2018 PPM Best Practices Tour include professionals from Bose, Bumble Bee Foods, Dell, General Atomics, iRobot, Nokia, Philips, Pfizer, Siemens Healthineers and Sunovion.


Featured Presentations



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Featured Presenters

Brad Barbera, Founder and Chief Innovation Strategist at PI Innovation LLC and Director of Innovation at The Good Food Institute

Brad Barbera is the Founder and Chief Innovation Strategist at Pi Innovation LLC and is the Director of Innovation at The Good Food Institute. He has served as the Editor-in-Chief of the Product Development and Management Association (PDMA) managerial magazine, Visions, and delivers keynotes around the world.

He has over thirty years of experience developing products in a variety of industries, ranging from food and pharmaceuticals to candles and ergonomic office products. He is the author of Keep Innovation Simple - Lead with Clarity and Focus in a World of Constant Change.

Brad presented "Managing Innovative Teams" for our Ann Arbor regional meeting in 2015 and "Keeping Innovation Simple" at our Chicago regional meeting in 2016.


Sandra Fernholz, Manager North America, HYPE Innovation

Sandra Fernholz leads HYPE Innovation’s US team. HYPE Innovation is one of the leading idea and innovation management companies in the world offering software and consulting services.

Sandra works with global clients such as Mattel, UC San Diego, NBA, and Bayer to design and establish collaborative innovation processes that grant them access to ideas and insights from their employees, customers, and partners. Sandra holds a MSc in Business Administration with a Specialization in Globalization, Brands, and Consumption and a BA in International Cultural and Business Studies.


Keith Duncan, NPDP, SPC, Director of the Innovation and PPM Practice, Planisware

Keith Duncan has more than 20 years of consulting experience in product lifecycle management, knowledge management, and related enterprise products and services. Keith has helped dozens of Fortune 500 companies across a wide variety of industries -- including food and beverage, consumer packaged goods, high-tech, medical device, chemical, automotive and industrial manufacturing -- to implement Stage-Gate, roadmapping, portfolio management and idea generation solutions.

He is certified by the Product Development Management Association (PDMA) as a New Product Development Professional (NPDP), certified by Scaled Agile as a SAFe Program Consultant (SPC), and is a Lean Six Sigma Black Belt.

Keith lives in Denver, Colorado where he and his family spend much of their free time camping, fishing, hiking, and enjoying the beauty of the Rocky Mountains.



On the Agenda




Registration, networking and breakfast



Welcome and introductions
Mark Miller, Director of Client Services, Planisware



Options Thinking in the Idea Generation Phase
Sandra Fernholz, HYPE Innovation

For most organizations, growth continues to be the biggest challenge. This desire for greater commercial success has an impact on innovation professionals. There’s an increasing need for new products and services to address new and existing markets. In order to deliver on-going value, enterprise innovation programs must consider sustainability to help grow engagement and ROI.

In this talk, Sandra Fernholz discusses how data-driven decision making and differentiation among different types of innovation goals can drive a predictable and sustainable innovation pipeline, even from early stage initiatives.



Hedge Your Bets: Options Investing in New Product Development
Brad Barbera, PI Innovation LLC and The Good Food Institute

“Go big or go home” is the mantra of many a Las Vegas gamble... oftentimes, of one who goes home broke. Product development need not be all-or-nothing big bets. In fact, they shouldn’t be! Instead, leverage the investment strategy of hedge fund managers by treating your New Product Development efforts as options. You’ll go back to the office with a practical tool that helps with the most critical component of valuing an investment in NPD (or in options, for that matter): accurately forecasting the future.

In this presentation, you will learn: “What are options” and why people invest in them, how options are valued, how NPD work can be treated like options investing, and how you can value an NPD project the way options are valued.



Coffee break and networking



Making your Organization's Dreams Come True: Managing your Portfolio Strategically
Keith Duncan, Planisware

Is your project portfolio aligned with your corporate strategy? Planisware provides the tools to help you analyze different investment scenarios with an eye on value, balance, and strategic alignment, so you can choose the right mix of projects that fit within your budget.

Discuss how to carry out strategic planning processes in Planisware. Topics will include strategy and budget definition, roadmapping, business case development, investment scenario testing, portfolio simulations, portfolio optimization, and more.



Q&A and wrap-up



Lunch and networking



Event concludes







Thursday, September 27, 2018
9:00 AM - 1:00 PM


The Curtis
1405 Curtis Street
Denver, Colorado 80202

For directions, click here

Questions? Contact Sarah Kmetz at


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