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 Follow us on: LinkedIn: https://www.linkedin.com/company/smartsheet-com/ Twitter: https://twitter.com/smartsheet Facebook: https://www.facebook.com/smartsheet Instagram: https://www.instagram.com/smartsheetplatform/ 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

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