Director, Business Office Planning (Hybrid)

TruStage•Madison, WI

3d•Hybrid

About The Position

The Director, Business Office Planning is a leadership role accountable for the effective operation of Business Office planning, prioritization, and governance. The position ensures strategic alignment, prioritization, resource optimization, and delivery transparency to support business segment financial targets and objectives. The Director leads a team responsible for portfolio planning, roadmap management, governance, and investment decision support. The role oversees development and maintenance of the Business Office’s 12–18-month delivery roadmap, facilitates portfolio planning and prioritization, and provides data-driven recommendations on funding decisions, resource tradeoffs, initiative readiness, and portfolio performance. The Director collaborates with segment, strategy, finance, and technology leaders to help execute business priorities. The Director also leads and develops portfolio management leads, Portfolio Planning Consultants, and Portfolio and Process Analysts, fostering collaboration, accountability, data-driven decision-making, and execution excellence.

Requirements

Bachelor’s degree in Business Administration, Management, or a related field, or an equivalent combination of education and/or related professional work experience.
12+ years of experience in strategic planning, business office leadership, portfolio management, execution planning, or a related discipline.
Demonstrated experience leading cross-functional teams and integrating governance frameworks across complex organizations.
Strong background in business planning, portfolio prioritization, resource optimization, delivery roadmapping, and investment decision support.
Experience facilitating prioritization and tradeoff discussions with senior business leaders.
Demonstrated ability to connect strategic objectives with executable roadmaps and delivery plans.
Experience using portfolio data and performance insights to influence funding, capacity, and portfolio decisions.
Ability to synthesize complex data into actionable insights for strategic decision-making.
Proficiency in portfolio management tools, reporting platforms, and planning methodologies such as OKRs, capacity planning, and dependency management.
Exceptional leadership, communication, and facilitation skills to engage senior executives and cross-functional teams.

Responsibilities

Facilitate Business Office planning forums to align priorities, dependencies, and resource allocation with segment leadership.
Establish, maintain, and continuously improve Business Office planning governance frameworks.
Collaborate with strategy, finance, technology, and other stakeholders to align portfolio decisions with strategic objectives and outcomes.
Partner with the Portfolio Lead to apply governance standards across portfolio initiatives, including initiative readiness, quality assurance, dependency management, and execution monitoring.
Drive transparency and accountability for portfolio decisions, delivery commitments, and execution outcomes.
Oversee development and maintenance of the 12–18-month delivery roadmap, including priorities, milestones, dependencies, sequencing, and resource needs.
Lead annual, quarterly, and ongoing portfolio planning processes that translate segment strategy into executable priorities.
Represent the Business Office at enterprise technology intake and sequencing meetings.
Recommend portfolio investments, funding decisions, and resource allocations to optimize business outcomes.
Monitor portfolio demand and capacity to align planned initiatives with available resources.
Drive execution planning discipline across portfolio initiatives to improve predictability and delivery success.
Monitor portfolio health, delivery progress, risks, and execution challenges.
Facilitate escalation and resolution of portfolio issues and cross-functional dependencies.
Provide insights and recommendations to the Business Office leadership team to support proactive decision-making.
Develop and maintain portfolio performance reporting, roadmap dashboards, funding analytics, and governance reporting.
Provide accurate, timely, and actionable insights on portfolio health, resource utilization, roadmap progress, and investment performance.
Establish reporting standards that support consistent portfolio visibility and informed prioritization.
Lead, mentor, and develop Business Office portfolio management leads, Portfolio Planning Consultants, and Portfolio and Process Analysts.
Provide strategic leadership for portfolio planning, roadmap management, governance, prioritization, and business performance reporting.
Model TruStage leadership expectations and foster collaboration, accountability, data-driven decision-making, and execution excellence.
Conduct performance reviews, coach and provide feedback to team members, and identify training and professional development opportunities.