Implementing Project Portfolio Management: A Companion Guide to The Standard for Portfolio Management

Contributor’s Biographies

Steve Butler

Steve Butler

(PfMP, MoP, Prince2, PMP, Chartered IT Professional)

Steve Butler is a dynamic PMO manager and globally recognized expert in the field of portfolio management. He offers deep cross-industry knowledge of PMO design, implementation and management, and significant experience successfully linking broad strategic objectives into specific initiatives that drive tangible change. Selective highlights of Butler’s work include the following:

  • Worked with organizations such as the UK Financial Conduct Authority, Allen &Overy, Credit Suisse, Barclays Wealth, HSBC, the FT, the NHS, Vodafone, Orange, Gazprom, Zurich Insurance, and Old Mutual Wealth—and with PMI
  • Current Chair of the UK Portfolio Management Forum
  • Core committee, which wrote PMI’s The Standard for Portfolio Management – Fourth Edition
  • Core member of the governance board that created the Portfolio Management Professional certification (PfMP), and sits on the global assessment panel for PfMP applicants
  • Master’s Degree in Strategic Management and is in his final year of his doctoral studies, researching for a dissertation entitled “Complexity and its Impact on Portfolio Delivery”
David Ross

David Ross


David W.  Ross has over 40 years of experience in executive and project management, information systems, communications, and systems test and evaluation for government organizations and commercial companies. He has led the successful start-up of three service and technology businesses and held senior management positions in major corporations. Mr.  Ross received his Bachelor of Science in electrical engineering from New Jersey Institute of Technology, and a Master of Science in Engineering Management from Northeastern University. An active member of the Project Management Institute since 1993, he earned his Project Management Professional (PMP)® certification in 1994 and was one of the first to be certified as a Program Management Professional (PgMP)® in 2007.  He has been an adjunct faculty member of Antioch University since 2004, teaching a variety of courses in project management and corporate strategy.  Selective highlights of Ross’ work include the following:

  • Program manager for PMI’s first editions of The Standard for Program Management and The Standard for Portfolio Management
  • Member of PMI’s Standards Member Advisory Group (SMAG)
  • Chair of Project Management Institute’s Standard Committee on The Standard for Portfolio Management – Fourth Edition
  • Vice-Chair of Project Management Institute’s Standard Committee on The Standard for Risk Management in Portfolios, Programs, and Projects
  • Adjunct professor at Antioch University
  • President and CEO of Vambrace, Inc., and Owner of GW Aviation, Inc.
Dr. Panos Chatzipanos

Dr. Panos Chatzipanos

(P. Eng, RPP)

Dr.  Panos Chatzipanoshas been a C-level executive in the construction industry for over 20 years (President, CEO, managing director, and COO in three major construction companies). As a transformational leader, he now consults with the World Bank Group and the European Commission.  Entrepreneurial by nature, he is able to implement a holistic approach to organizational strategic objectives. He is also a Principal with PMO Advisory Inc., a leading project management training and advisory company. Selective highlights of Chatzipanos’ work include the following:

  • Project director of two Olympic Games venues for the Athens 2004 Olympic Games
  • Portfolio manager of infrastructure construction projects and large facility projects (industrial complexes, harbors, water and wastewater treatment plants), Olympic Games venues, and energy projects)
  • Founding member, American Academy of Water Resources Engineers (A.A.W.R.E.)
  • Diplomate, Water Resources Engineer by A.A.W.R.E.
  • Charted water and environmental project manager by C.I.W.E.M.—Registered Project Professional (RPP)
  • Doctorate of Philosophy from London University in Environmental Hydrodynamics. Charted Engineer – Licensed Civil & Environmental Engineer (Dr. Eur Ing)
  • Core Committee member on committees writingPMI’s Standards, namely: The Standard for Portfolio Management – Fourth Edition, Navigating Complexity: A Practice Guide, and Standard for Earned Value Management – Third Edition
Gary Sikma

Gary Sikma


Gary J.  Sikma is a transformational change leader who has provided vision to the strategic planning process and who ties complexity of information technology to business needs. He has more than 30 years of leadership experience in government, for-profit, and not-for-profit organizations in healthcare, insurance, manufacturing, customer service, and intelligence. He has developed and turned around enterprise project management offices (EPMOs) for multiple organizations. He has been an active member of PMI since 2003 when he was instrumental in starting the PMI Sioux Empire, South Dakota Chapter and earned his Project Management Professional (PMP®) certification. Selective highlights of Sikma’s work include the following:

  • Author and contributor to a number of PMI publications, including Project Manager Competency Development (PMCD) Framework,second and third Editions, and Implementing Organizational Project Management: A Practice Guide
  • Vice-Chair for Project Management Institute’s Standard Committee for The Standard for Portfolio Management – Fourth Edition
  • Chair for Project Management Institute’s Standard Committee on The Standard for Risk Management in Portfolios, Programs, and Projects
  • Multilingual, fluent in English, Czech, French, and German


Nick Clemens

Nick Clemens


Nick Clemens is the lead program management instructor at Addx Corporation where he provides support to the U.S. Department of Homeland Security (DHS). Nick draws from his extensive experience of over 25 years as a director and program manager delivering in-depth course materials and providing an often-stimulating class experience. His multicultural relational skills gained while managing complex multinational efforts translates well into the classroom environment where he teaches and mentors individuals with a wide range of backgrounds and experiences. Nick oversees the delivery of over 35 classes serving some 900 students annually. As the senior courseware subject matter expert, Nick works with high-level DHS principals and their staffs to support the career and certification training for all DSH program managers. He instructs at all levels of career development to include mentoring of senior-level program and portfolio managers as part of the department’s capstone senior class. Selective highlights of Clemens’ work include the following:

  • Supervised a dispersed training team of 10 individuals consisting of senior program managers, course development personnel, and a technical editor
  • Provided engineering support as a chief systems integration engineer and was a key author of the Joint Tactical Radio System Program Office’s strategic plan
  • Chaired an aircraft datalink technical working group and the program office’s capstone integrated logistics support plan integrated product team
  • Directed the establishment of a complex multi-site communication, command and control system involving multicultural management within the North Atlantic Treaty Organization (NATO), Southern Command
  • Chaired many high-level multinational coordination boards and technical working groups for NATO and the U.S.government.
  • Held a U.S.government Level III Acquisition Program Management certification and was a member of the Department of Defense Acquisition Corps
Warren Long

Warren Long

(P.Eng, PMP)

Warren has 40 years of consulting and business experience, including a background in senior management, services operations, strategic/organizational development, capital project management, risk management, and asset management with the Irving Group of Companies. He has utilized strong organizational and implementation skills to transform corporate vision and strategy into reality. He has consistently employed an energized, can-do management style utilizing planning, organizational, leadership, and team-building skills to deliver results. He is fully experienced in managing operations and projects, constantly developing proactive management initiatives that grow profitability and maximize value. Selective highlights of Long’s work include the following:

  • Over 40 years of experience in construction, portfolio management, and manufacturing
  • Active member of Association of Professional Engineers and Geoscientists of NB (APEGNB), Project Management Institute (PMI), and Saint John Development Corporation
  • Served on the core committee for PMI’s The Standard for Portfolio Management – Fourth Edition


Debbie McKee

Debbie McKee


Debbie McKee has over 25 years of experience in the delivery of IT systems and services to major clients. She has held leadership positions in a number of geographies specializing in enterprise transition/transformation/exit and proactive risk management. She was a member of the core committee for  PMI’sStandard for Portfolio Management– Fourth Edition, has contributed to PfMPexam development, and has been an SME reviewer for the forthcoming PMI risk standard. Selective highlights of McKee’s include:

  • Leadership of large teams of architects, engineers,and operational personnel on leading-edge infrastructure and client applications solutions within UK&I and APJ regions
  • Implementation of client server office infrastructures, electronic software distribution, automated testing, management information and reporting, application migration, and remote service management
  • Managing a transformation portfolio within Germany andcentral Europe, significantly reducing the number of red accounts—signified by cost and schedule overrun
  • Assuring major transformation programs globally for HP/HPE/DXC
Dr. Te Wu

Dr. Te Wu


Professor Te Wu is an academic and a professional with over 25 years of work experience helping businesses to improve their strategy execution, over 15 years of teaching experience empowering students with management knowledge and skills, and now over 10 years of experience as an entrepreneur. His core belief is that most organizations and people have more ideas than they can successfully tackle. Thus, his recent work has focused on “getting the right things done, in the right way.”  In his professional journey to date, he grew from the shop floor to leading hundred million-dollar portfolios.  He is a researcher, author, speaker, teacher, and also a practitioner. Selective highlights of Wu’s work include the following:

  • Found and built PMO Advisor into a leading project management training (PMI Global R.E.P.) and consultancy
  • Professorship at multiple global universities including China-European Business School and Montclair State University. Also on the Project Management Advisory Board at Stevens Institute of Technology
  • Served/serving on two PMI Global Standard Committees: The Standard for Portfolio Management – Fourth Editionand The Standard for Risk Management in Portfolios, Programs, and Projects
  • Serving as a U.S. delegate on the International Standard Organization’s Technical Committee 258 for project, program, and portfolio management
  • International speaker including many PMI Chapters around the world, PMI®EMEA Congress, PMI China Congress, and most recently across multiple cities in China at the invitation of China’s State Administration of Foreign Experts Affairs