Calendar of Events

Title: Managing Portfolios with AI
Presenter: Oscar-Timothy Okolo

Overview: In today’s dynamic project landscape, managing hybrid portfolios that encompass
both agile and waterfall projects has become increasingly common. This presentation, titled
"Managing Portfolios with AI," will explore how Artificial Intelligence (AI) can enhance portfolio
management by improving decision-making, boosting efficiency, and driving success across
different project methodologies. The focus will be on practical, real-world applications of AI to
address common challenges and bridge the gap between agile and traditional approaches.

Objective: The presentation aims to demonstrate how AI can serve as a unifying tool for
managing hybrid portfolios, enhancing project success across agile and waterfall projects.
Attendees will gain actionable insights into leveraging AI to make their portfolio management
practices more adaptable, efficient, and strategically aligned.
Audience Engagement: The session will feature a live demo and an interactive Q&A segment,
allowing attendees to engage directly, ask questions, and explore how AI can be tailored to their
specific project management needs.

Key Topics Covered:
1. Understanding Hybrid Portfolios:
○ An overview of hybrid portfolios, which combine agile and waterfall projects to
achieve strategic objectives. Discussion of shared challenges, such as

maintaining strategic alignment, optimizing resource allocation, and forecasting
project outcomes.

2. The Role of AI in Hybrid Portfolio Management:
○ How AI provides real-time insights, automates routine tasks, and enhances
decision-making across both agile and waterfall settings. Highlight AI’s role in
optimizing project execution, risk management, and strategic alignment.

3. Aligning Portfolios with Strategic Objectives:
○ Exploring how AI helps keep projects aligned with organizational goals, offering
adaptability in agile environments and structured oversight in waterfall projects.

4. Estimation and Forecasting with AI:
○ Demonstration of AI’s impact on improving estimation and forecasting, using
techniques like T-shirt sizing and predictive analytics to support both agile
planning and waterfall scheduling.
5. Prioritization and Value Delivery with AI:
○ Showcasing AI’s ability to prioritize initiatives based on data-driven insights,
ensuring the delivery of the most valuable projects first, regardless of the project
management style.

6. Live Demo: AI in Action for Hybrid Portfolios:
○ A live demonstration of AI tools optimizing both agile and waterfall projects within
a hybrid portfolio. The demo will include T-shirt sizing for strategic plans,
AI-driven forecasting, and data-based prioritization to showcase the tangible
impact of AI.

7. Benefits of AI in Hybrid Portfolio Management:
○ Discussion on how AI enhances accuracy, fosters collaboration, and improves
communication across teams, making it a valuable asset for managing hybrid
portfolios.

8. Challenges and Considerations:
○ Addressing challenges such as data quality, AI bias, and the need for effective
change management when integrating AI into existing workflows. Strategies to
overcome these hurdles will be provided.

Bio: Oscar-Timothy Okolo is a distinguished Kaizen practitioner with a strong data-driven
approach and a deep commitment to Lean principles, as evidenced by his black belt and green
belt certifications. Originally from Nigeria and now based in New Jersey, Oscar excels as a
Scrum Master, specializing in continuous improvement and has consulted with notable firms
including Con Edison, Audible, and All American Healthcare. His diverse professional journey
spans multiple industries such as finance and healthcare, showcasing his adaptability and broad
expertise.
Oscar's passion for fostering organizational success led him to found Kaizen Vibes, a venture
dedicated to creating environments of continuous improvement. Through Kaizen Vibes, he
integrates customized agile practices tailored to the unique needs of various organizations,
advancing the agile methodology across different sectors.
Academically, Oscar holds a strong foundation in Computer Science, further enhanced by a
Master of Science in Health Informatics and Data Science. His contributions to numerous
projects, including key roles on the product side, reflect his versatile skill set and commitment to
excellence. Outside of his professional pursuits, Oscar is an avid chess player and an
enthusiastic reader, continually seeking to expand his knowledge and personal growth.
Certifications: PMI-ACP, PMP, PSM I, PSM II, PSPO, CSM, A-CSM, CSP-SM, LSSGB,
LSSBB, S6SM, Jira Project Admin, SAS Advanced Programmer.
Allocation:

● Ways of Working: 0.75 PDUs
● Business Acumen: 0.5 PDUs
● Power Skills: 0.25 PDUs