From strategy to execution – Selecting and sequencing the right lean initiatives
Overview
Most organizations don’t struggle to generate Lean ideas —they struggle to choose and sequence the right ones. Without a deliberate portfolio management system, even well-intentioned improvement efforts lead toinitiative sprawl, capacity overload, and teams stretched across too manypriorities to make meaningful progress on any of them. The result is a longlist of stalled projects and a growing gap between strategic intent andoperational reality.
This session equips executive and operational leaders with the frameworks and visual tools needed to make smarter, more disciplined portfolio decisions. Participants will explore a four-criteria strategic scoring framework — weighing strategic impact, organizational readiness,capacity fit, and urgency — to evaluate and sequence initiatives without eliminating them outright. The session also introduces capacity heat maps as a practical diagnostic: a visual method for exposing hidden resource conflicts and making the true cost of over commitment visible before it derails execution.
Beyond tools, this session addresses the governance structures that protect good portfolio decisions over time. Leaders will leave with a recommended quarterly portfolio review cadence, a practical template forcross-functional prioritization conversations, and three concrete actions they can implement the following week. Whether you are managing a formal PMO or navigating competing improvement priorities in a single business unit, this session delivers the clarity and confidence to act.
Host Company
SimplexityPM We help organizations simplify and transform how work gets done by combining Lean thinking with practical project management. Our approach focuses on flow, clarity, leadership alignment, and sustainable changes so improvement eorts translate into real, lasting results.
Presenter
Jahzeel Ormeno, A transformation leader, consultant, and speaker who helps improve the health of businesses by aligning vision to refined systems that drive execution and boost revenue. As the founder and principal of SimplexityPM, she partners with leaders to cut through complexity, strengthen operating models, and turn strategic intent into measurable results. With more than 15 years of experience across insurance, education, consulting, and product leadership, Jahzeel brings a pragmatic, human-centered approach to organizational change. Her work spans strategy execution, operational excellence, Lean and Agile transformation, product and program leadership, and executive coaching — all grounded in the belief that sustainable growth comes from clear priorities, disciplined systems, and empowered teams. Jahzeel has led large-scale transformations for global organizations, including engagements across Spain and Chile, where she partnered directly with senior leaders to improve performance, streamline operations and navigate complex change. She is known for meeting leaders where they are — blending structure with flexibility and theory with real-world application. She holds certifications including Professional Scrum Product Owner (PSPO), Project Management Professional (PMP), and Chartered Property Casualty Underwriter (CPCU) and earned her MBA. Jahzeel also serves as Vice President of Professional Development for PMI Portland, supporting the growth and development of the project management and leadership community. A dynamic and relatable speaker, Jahzeel is recognized for making complex topics practical, engaging, and actionable. Her speaking topics include leadership alignment, change management, strategy execution, productivity and building systems that scale with the business — without losing the people in the process.
Agenda
Thursday, June 25, 2026
9:55 a.m. Check in
10 a.m. Introduction
10:05 a.m. Presenter presentation
10:50 a.m. Q&A
11 a.m. Webinar concludes
*You can attend the sessions and translate to a different language using the closed caption feature in zoom.
Use the Zoom bottom toolbar - Select "closed caption", Select "caption language" from pop up menu, Select language from pop up list
PARTICIPANT BENEFITS
- Evaluate initiatives against strategic objectives
- Apply capacity-based planning to avoid overload
- Use portfolio visualization tools for executive decisions
- Create governance cadences to prevent initiative sprawl
WHO SHOULD ATTEND
- Executive leaders setting strategic directions
- Portfolio and PMO leaders
- Operational Excellence executives
- Business unit leaders managing competing initiatives
Safety Requirements
OTHER REGISTRATION INFORMATION
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