Psychological Safety in C-Level Portfolio Planning: Getting Alignment with 100 leaders!

  • Charles Fleet, Travelport,
  • Hilla Knapke, Travelport

How do you get your C suite to sit down for 3 days and work with 100 members of your company leadership to do participatory budgeting? Tell them it’s PI Planning but for the portfolio!

Come and learn from our mis-steps and successes as we rallied the company around our portfolio priorities. We learned that having a great participatory planning event took three days of diligent planning not just for the ceremony itself, but deeply investing in advance in creating a psychologically safe portfolio planning space.

  • Date:Wednesday, June 10
  • Time:1:35 PM - 2:20 PM
  • Session Type:Main Conference Track
  • Learning Objective #1:Learn how to create psychological safety in Portfolio Planning with senior leaders
  • Learning Objective #2:Discover key practices and techniques to prepare leaders for Portfolio Planning and Participatory Budgeting
  • Learning Objective #3:Determine when and understand how to facilitate an awesome Portfolio Planning event
Charles Fleet
Hilla Knapke