Trusted Advisor to CIOs and PMO Executives



Consultant   Speaker
Consulting   Speaking




Gerald J. Leonard, PfMP, PMP MCTS  COBIT & ITIL, helps organizations "Develop a Culture That Works." He works with organizations and individuals to deliver the Right Projects the Right Way, and improve their Performance and Profits. He helps them to Grow their People to deliver a better Customer Experience and Results.

Do you struggle with:

  • Projects and Programs that are not delivering their promised benefits
  • Company Culture Confusion or Company Culture Drift
  • Bad estimates/ missed deadlines
  • Scope creep
  • Changes in leadership in the middle of the program
  • Lack of sponsorship and engagement
  • Insufficient resources
  • Lack of Buy-in from the business or your delivery team
  • Poorly defined goals and objectives

Image if you could:

  • Enhance project portfolio management capabilities resulting in increased project throughput and speed to market.
  • Increase effectiveness and efficiency through streamlining your portfolio management processes, resulting in a reduction in operational cost.
  • Improve visibility in managing critically constrained resource utilization and availability across your project portfolio environment, resulting in an optimized portfolio that creates velocity in your business.
  • Provide answers to critical portfolio questions through better portfolio prioritization, resulting in better decision making while enhancing senior executive consensus and alignment.  

If you'd like to get started on this and discovering how to improve your work culture then click here to learn how to avoid the 11 most common culture mistakes.


 Gerald's ideas have been featured on: 

PM Today BlogTalkRadio ThePulseofIT PodcastCover Episode-Image 17


What People Are Saying:

"In his presentation, he demonstrated a deep knowledge of portfolio management and responded with confidence to attendee questions."

Lance Holland, PMP, Enterprise Project Manager for ICS Nett, Inc

"His preparation and speaking skills were 'top notch' and very well-received by attendees."

Keith Rosenbaum, Alliance Programs Administrator at Project Management Institute

"Gerald presented a professional assessment that directly addressed the issues we are facing and provided a road map which included quick win solutions that we could act on immediately."

Ibrahim El-Araby,PMP,PMOC,CSSBB Project Manager at EBA Engineering

"He approached this challenge with skill and dexterity, delivering a world class capability providing insights and intelligence into the project portfolio."

Stephen Ray, Chief Technology Officer at Cobb Systems Group

Click here for more Testimonials



PofE 092:Doing MORE With Less


Learning to Do More With Less

A survey of business owners asked them what their biggest struggle in trying to do more with less was. Approximately 23 percent of respondents admitted to feeling overwhelmed while 18 percent said it was their lack of knowledge. Another 5 percent said their lack of control stood in the way of their success. An overwhelming 54 percent admitted that insufficient resources stood in their way. Even if you have unlimited funds, it is vital to do more with less if you want to build your company culture. There are several different ways that you can make your resources stretch further.

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PofE 091: A Structured Approach To Transformational Change

IT or Business transformation calls for a structured approach with a 5 step framework:

  • Strategy
  • Value Capture
  • Capabilities
  • Company Culture
  • Road Map


No matter how small any business starts out, ultimately, it will need to transform in order to keep up with a competitive environment. Whether your business approach changes as a result of your customer base, expectations, or the growth of your labor force, it is important to take the right approach in order to shape every aspect of the transformation process.

The Mentality Behind Change

To change in a way that can capture the essence of your business approach, one of the most important things to do is think about doing it in a way that can prepare you for the transformation. Think of it in terms of metamorphosis where a caterpillar becomes a butterfly. You are taking an existing model and turning it into something even more incredible and beneficial.

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PofE 090: Are Business Applications Popping Up In Your Environment?


Weeds often pop up in someone’s yard while they’re away, and unfamiliar applications and software often do the same in technological environments.

5 Things to Think About When Applications Are Popping Up

Sometimes businesses purchase databases, technical solutions, or software without first talking to the IT department or technology group. When this happens, the technology introduced into the environment may not fit with the current architectural plan the organization has in mind. Before a company makes the decision to implement new technology, there are five steps that should first be taken.

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PofE 089: Scoring Pains: Should You Use Business Drivers or Business Outcomes To Score Your Projects?

Business Drivers are any important part of a business such has cost, capital expenditures, marketing, custom support or superior products, etc… They are Touch Points that influence an organization's value.

Business Outcomes are items that the customer deems important and that address the customer pain points or an opportunity to enhance the customer's perspective. Think Customer Focus, Getting the Customer's Journey and Experience Right.


Learn how business outcomes and business drivers can be applied to score the success of your business.

As technology continues to advance, business owners must be prepared to stay one step ahead of their competitors and the expectations of their customers. To gauge the success of a business, a capable portfolio manager can apply a number of metrics to determine how much of an effect a certain program or project is going to have on the company as a whole. Though both of the following metrics may apply in different ways, utilizing them both is one of the most powerful ways to shape the business approach and provide your end users with the products and services they are looking for.


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PofE 088: Are You More Like A Project or Portfolio Manager?

Project Managers are like a Music Conductor of a small ensemble - they coordinate with all the players to deliver a solid performance.

Portfolio Manager are like a NFL Scout - Reviewing, finding and selecting the right mix of players to give the team a winning chance to make it to the Super Bowl.

Check out this training session to learn how.

PPM Training

What is your approach to your portfolio? Depending on your mindset, you may be more adept at certain management tasks over others.

The way a business owner approaches their options can make a tremendous difference in the long-term. Gerald Leonard describes two specific mindsets when it comes to pursuing the perfect structure for your business approach. He lists them as portfolio managers and project managers. Both of these roles can have different results, but ultimately it is through the union between the two that professionals are able to achieve the most. By understanding the differences in these two mindsets, anybody has the opportunity to succeed and achieve more.


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PofE 087: How To Use A Strategy Scoring Matrix

Whether you have a small or large business, you're making investments to develop new products or services to accomplish your goals and objectives. Learning to use the Strategy Scoring Matrix can help you determine where you should allocate your limited resources of time and money while generating the greatest return on your investments.

Overview of the Strategy Scoring Matrix

The Strategy Scoring Matrix is an easy-to-use tool for small or large businesses to score their projects and determine the value of investing limited resources. The process helps to manage those limited resources. The matrix discussed here focuses on six items and can be adapted to fit your business.

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PofE086: 11 Most Common Workplace Culture Mistakes

Even in the best of circumstances, there are pitfalls and mistakes people and organizations make when attempting to develop a culture that works. In this video, I'll discuss the top 11 common workplace culture mistakes that companies make when implementing a culture change in their organization.

To learn more, click here

 When running a business, you need to ensure your business culture fits your company's ideals. Be sure to avoid these 11 common workplace culture mistakes.

Workplace culture is a very important aspect when it comes to running a successful company. Your responsibility is to develop and establish the kind of culture that will best fit your business ideas. Don't let these common mistakes inhibit you from creating a thriving workplace culture.

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PofE085: The History of Portfolio Management

After the Great Depression, investment diversification became the cry of the decade. It also became the mantra in music, and the Bass instrument led the way. Check out my video to learn what the history of Portfolio Management has in common with the electric Bass.


Applied Project Portfolio Management in a Historical Context

Discover what the electric bass can teach you about your investments and the critical role that diversification plays in portfolio management.

To gain a firm understanding of the best portfolio management techniques, it helps to understand the history of portfolio management and how it has evolved from the Great Depression to the present day. Interestingly enough, the electric bass provides a relatable metaphor for how investment diversification emerged out of the Depression. As you'll quickly discover, the two histories have a surprising amount in common.

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PofE084:Different Music, Different Projects

What does playing different types of Basses have in common with Critical Path, Agile and Critical Chain Project Methodologies?


Different Basses: Methodologies for Project Development

Bigstock-Double-Bass-70056889Just like different types of basses have different purposes, different project development methods serve different purposes.

When you’re playing the bass, you learn the mechanics, the styles, and the functions of the instrument and the sound. The German full-bodied upright, the electric upright, and the bass guitar all have that depth of sound that's signature to the instrument. Each one is meant for a different purpose, but they all serve the same general purpose of music. In this way, projects and project methodologies are similar to the bass.

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PofE083: The Power of Portfolio Mix Strategies


Organizing Your Business's Funds Through Portfolio Mix

Portfolio mix allows you to better allocate your business's funds where you need them.
Portfolio Mix
Portfolio mix is a system used by successful brand-name companies like Zappos, Nordstrom, and Amazon that allows business owners to easily allocate funds to different parts of their business. This system, which organizes different business areas into categories, helps business owners to determine which areas are most important and gives them a better idea of where their funds are being spent.

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PofE082: 7 Principles For Developing A Culture That Works Training Overview


An Overview of Seven Guiding Principles


Understanding these seven straightforward ideas will help your organization implement change and create a culture at your workplace focused on common goals.

When we think about the success of companies such as Ford, Amazon and Toyota and how they brand themselves and implement corporate-wide changes, we see that they take a holistic approach. They aren't just thinking about systems, processes and tools but about their entire organization. If you distill this holistic approach into seven simple principles, you can more easily accomplish your transformational goals and help your organization achieve greater success.

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PofE080: Everything I Learned Playing in an Orchestra

Conductor CEO

For as long as I can remember, I have been a musician.  I have played the bass, both upright and electric, throughout my youth and into adulthood. During these many years as a professional and classically trained musician, I learned more than just playing notes. I learned systems and how they work together.

Consider an orchestra for a minute. You can break them into four sections:

  1. Strings
  2. Winds
  3. Brass
  4. Percussion

These are all led by a conductor. Within each of these sections, there are smaller sections.

Strings - Violin I, Violin II, Viola, Cello, and Bass (my favorite).

Winds - Flute, Oboe, Clarinet, and Bassoon.

Brass - Trumpet, Trombone, Horn, and Tuba.

Percussion - Timpani, Snare, Marimba, etc., (there are many different instruments in this section).

Within these sections, you can break them down into even smaller categories:

Strings- Inner player and outer player (players share a stand and can read two different parts from the same sheet of music).

Winds- Flute (Piccolo, Alto, Bass Flutes), Oboe (English Horn), Bassoon (Contra), and Clarinet (there are many sizes of clarinet, all the way to Contra Bass).

Brass- Trumpets (Piccolo, and other sizes), Trombone (Bass), and Tuba (Euphonium).

Percussion- Like I said earlier percussionists must be the master of all types of instruments- the one rule is they must be struck. Did you know that a piano is considered a percussion instrument?

In each section there is a hierarchy- usually, the first chair runs the section, and they usually have the second chair as a partner. If there were a president of an orchestra, it would be the concertmaster- or first chair violin. The conductor can be thought of as the CEO.

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PofE 079: Les Brown’s Inspirational Quotes for Motivating Your Team



Leslie Calvin Brown, who was given the nickname “Les” as a child, was born on February 17, 1946. He and his twin brother, Wesley, were adopted by Mamie Brown, a 38-year old single woman who was a cafeteria attendant and domestic assistant. Les’ mother had very little education, but encouraged learning in her sons. When talking about his background, one of the inspirational quotes used by Les is that “we are all born with a certain degree of power. The key to success is discovering this innate power and using it daily to deal with whatever challenges come your way.” Les also says that “just because Fate doesn’t deal you the right cards, it doesn’t mean you should give up. It means you have to play the cards you get to their maximum potential.”


He and his brother, Wesley, were born in an abandoned building in a low-income section of Miami, Florida.

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PofE 078: Malcolm Gladwell – The Tipping Point of Thought Leadership



Malcolm Gladwell was born in Fareham, Hampshire, England on September 3, 1963. When he was six, his parents moved the family to Elmira, Ontario, Canada. His interest in reading and libraries began when his father, Graham, a mathematics professor, took him to his office at the University of Waterloo where he taught, allowing Malcolm to wander the university. Malcolm was a middle-distance runner in high school, winning the 1,500 meter title at the Ontario High School Championships in Kingston, Ontario. He interned at the National Journalism Center in Washington, D.C. in 1982.

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