Portfolio Management Leaders Community of Practice - Lunch and Learn
August 06, 2026 | 12:00 PM - 1:15 PM
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Virtual Event Zoom |
Directions
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PMI Puget Sound Chapter
Portfolio Management Leaders Community of Practice Portfolio Capacity Management:
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A free quarterly community for those who lead or aspire to lead organizational portfolio management
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Date Thursday |
Time 12:00 to 1:30 PM PDT Quarterly sessions |
Format Virtual via Zoom Link on registration |
PDUs 1.5 Strategic and Business |
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Free for PMI Puget Sound members. $10 for non-members. This community meets quarterly and is currently in a pilot phase through June 2026 to evaluate interest at the portfolio management level. |
About This Session
Organizational overcommitment is one of the most common and costly portfolio failures. Organizations consistently approve more work than they have the capacity to deliver, and portfolio leaders are left managing the consequences: missed deadlines, burned-out teams, and strategic initiatives that never gain traction. This session tackles the problem directly with frameworks, peer exchange, and practical tools you can apply immediately.
Session Agenda
| 12:00 to 12:05 | Welcome and Portfolio Leadership Updates: Brief check-in, introductions for new members, and community updates |
| 12:05 to 12:20 | The Overcommitment Trap: Why organizations consistently say yes to too much, the organizational dynamics that drive overcommitment, and how portfolio leaders can recognize and interrupt the pattern |
| 12:20 to 12:35 | Capacity Assessment Frameworks: Practical techniques for measuring true organizational capacity, accounting for strategic work, operational obligations, and change fatigue |
| 12:35 to 12:45 | Demand Management and Intake Governance: Building intake processes that enforce capacity discipline, including scoring criteria, stage gates, and governance structures that make saying no institutional rather than personal |
| 12:45 to 12:55 | Leading the Difficult Conversation: How to present capacity constraints to executive stakeholders, frame prioritization trade-offs at the C-suite level, and build the political support to stop work that should not have started |
| 12:55 to 1:15 | Peer Roundtable: Your Capacity Challenges: Facilitated open discussion on the capacity and overcommitment issues participants are navigating right now. Themes captured to shape future sessions and resource development |
| 1:15 to 1:30 | Tools, Templates, and Wrap-Up: Shared resources including capacity assessment templates, intake governance frameworks, and prioritization models. Next session preview and community announcements |
Who Should Attend
| Portfolio Managers | Portfolio Directors |
| PMO Leaders | Program Managers |
| PfMP and PgMP Candidates | PMO-CP Practitioners |
Upcoming Topics
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Future topics are contingent on the community continuing beyond the June 2026 pilot phase. Note: this community focuses on organizational portfolio management, meaning managing portfolios of programs and projects, and not financial portfolio management.
Share this with portfolio leaders in your network. Strategic excellence through peer learning.
About This Community of Practice
The Portfolio Management Leaders CoP is a free quarterly community for portfolio managers, portfolio directors, and senior leaders responsible for strategic portfolio selection, governance, and optimization. Sessions meet quarterly via Zoom and qualify for PDUs toward PMI credential renewal.
Founded and facilitated by Tricia Diamond, PhD, PMP, PMI-ACP, PMO-CP, Vice President of Professional Development and Programs, PMI Puget Sound Chapter. Questions: [email protected] or [email protected]
Topics: Portfolio Management · Portfolio Leaders · PfMP · PgMP · PMO-CP · Portfolio Governance · Capacity Management · Organizational Overcommitment · Demand Management · Intake Governance · Strategic Portfolio · PMI Puget Sound · Community of Practice · PDU · Lunch and Learn · Virtual Event
Space is limited. Register today and share with a portfolio leader colleague.
| Register at pugetsoundpmi.org |
Thursday, August 6, 2026 · 12:00 to 1:30 PM PDT
Tickets
$0.00 Puget Sound PMI Member
$10.00 Non PSPMI Member
