Clarity Insider _live: Port­folio Management in Clarity – Strategic Decisions, Opera­tional Control

Our popular online format Clarity Insider _live continues right away — this time with the second part of a two-part series. While part 1 takes place on October 23rd, this page provides all the details about part 2 on October 30th at 4:00 PM (CET) – including content, speakers, and registration options. The two sessions can be attended independently of each other.

Topic: Portfolio Management in Clarity – Strategic Decisions, Operational Control

Are we doing the right things in our company? This question often arises — especially when decisions must be made without reliable data or when the strategic value of individual activities remains unclear.

Strategic portfolio management (SPM) offers a structured approach: it connects strategic work with day-to-day operations, creates transparency, and supports informed decision-making at all levels. In our two-part session at the online format Clarity Insider _live, we’ll show you how to use Clarity to shape your strategic work effectively and manage portfolios with precision.

Part 2: Portfolio Management in Clarity

In the second part of the series, we focus on the practical steering of project portfolios. How do organizations make the right investment decisions? And how can projects, programs, and initiatives be prioritized and managed to align with strategic goals?

We’ll show you how to manage portfolios using both the Clarity standard features and the brand-new itdesign Clarity add-on: the itd Portfolio Optimizer.

Strategic Portfolio Management:

• Define and strategically align portfolios
• Evaluate and prioritize potential investments
• Make investment decisions (e.g., set the cut-off-line)

Operational Portfolio Management:

• Plan the implementation of investments over time
• Monitor the status of ongoing initiatives
• Identify risks and resolve conflicts

Portfolio board members, portfolio managers, PMOs, or team leads – Clarity supports you in making decisions around prioritization, project selection, and portfolio steering.

Register now for free and learn from our Clarity expert team how to take your portfolio management to the next level using Clarity and the itd Portfolio Optimizer. Feel free to share your own experiences – we look forward to the exchange!

Part 1: Strategic Work in Clarity

In the first part of the series on October 21st, we’ll demonstrate how Clarity makes corporate strategy visible and translates it into operational action – from the big picture down to concrete measures. Clarity’s dashboards enable informed decision-making, support top-down steering, and create transparency across all levels.

Our Speakers

Moyan Oeß, Consultant Clarity

With Moyan, we have a true strategist on board. Whether as a PPM consultant, OKR expert, or empathetic colleague, Moyan always keeps an eye on the bigger picture. He distills complex relations into clear insights and maintains a strong overview. And if you think that’s just a metaphor, you haven’t met Moyan in person yet — with his height of 2.02 m, he not only has a great overview in projects but also dominates the volleyball court.

Patrick Schuler, Senior Sales Consultant Clarity

Patrick’s many years of Clarity consulting experience are now being put to perfect use in sales, where he impresses potential new customers with his technical know-how and Clarity best practices. Not only does he have the best application tips for Clarity, but he can also recommend the best biking routes for the Swabian Alb.