PMI Metrolina Chapter

May 17, 2016

Agenda

• Welcome & Introduction

• Welcome to newest PMI Metrolina members • Congratulations to our newest Credential Holders • Volunteer of the Month

• Corporate & Educational Partners • Tonight’s Sponsor: CPCC

• Upcoming Meetings & Events • Special Notices from Metrolina and PMI Global

• Speaker: Dr. Dale Callahan • Closing

2

Your Facilitator and Board Member

Frank Clemente • President, Total Systems Education, Ltd.

• PMP since 2003

• BSc, Mathematics

VP of Membership • Responsible for Chapter Member

services such as recruitment and retention, Front Desk, PDU reporting and tracking, managing the Guest Pass Program, VRMS and Volunteering

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Current Open Volunteer Positions

• Marketing - Dani Social Media Schools and Colleges Innovative Outreach (HAVE YOU SEEN THE VIDEO?) Photographers

• Programs - Bob Program Directors ▫ Metro and Non-Metro Communities

Program Chairs ▫ 3 Communities

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Our Newest Members

BALLANTYNE

Edmund Anderson

CHARLOTTE

Greta Adams

Thomas Boyle

Fred Chwalek

Lisa Cox

Mark de la Grange

Daniel Donochod

Holly Hassen

Betty Johnson

Elesha Johnson

Unithia McGruder

Mark McNeill

Odawayi Nosike

Harold Osborn

Eric Pannell

Kerwin Scott

Ernest Swindell

Jennifer Tinder

Nancy Weekley

CONCORD

Avalon Swain

FORT MILL

Srisailas Muthialu

Debora Sorensen

HICKORY

Lynn Hays

HUNTERSVILLE

Donna Bergeron

Claire Corriher

Elias Garcia

Vineet Jolly

JACKSONVILLE

Dennis Barham

Jennifer Kelly

MONROE

Manohar Banala

WILMINGTON

Kelsey Bartiss

Will Breeden

Jamie High

Mark Weiss

Out Of Footprint

Lillard Combs Jr.

Mark Feldpausch

Martial Goeh-Akue

Between 15 Mar and 16 April 2016

Chapter Total 2,023

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Our Newest Credential Holder(s)

ASHEVILLE

Chris Joyner, PMP

CHARLOTTE

Lisa Cox, PMP

Mark de la Grange, PMP

Pamela Geer, PMP

Melissa Girt, PMP

Jo-Anna Seiler, PMP

Ammar Zafar, PMP

GASTONIA

Sheena Horton, PMP

WILMINGTON

Will Breeden, PMP

*Between 17 April and 16 May 2016

Credential Credential Count

PMP® 1,459

CAPM® 24

PMI-ACP® 17

PgMP® 13

PMI-RMP® 9

PMI-SP® 3

PMI-PBA® 3

PfMP® 1

Total 1,529

Member Credential Count

Summary

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Volunteer of the Month:

Lou Ramos

Colonel Lou Ramos, USAF (Retired), is the President/CEO of Value Enterprise Solutions,

Inc. – A VA Verified Service Disabled Veteran Owned Small Business. The core competencies of Value Enterprise Solutions, Inc. include Information

Technology Services; Professional Training; and Distribution of Promotional Products.

Lou is a PMP and a very active member of our Metrolina Chapter of PMI. He is an “Air Force Liaison Volunteer” focused on providing Air Force

personnel information on PMI, certifications, and the Metrolina Chapter.

He holds a MA in Business Administration and Management and a BSc in Chemical Engineering. Lou and his spouse are from Puerto Rico, and they have

three children and six grandchildren.

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Corporate & Educational Partners

Tonight’s Meeting Sponsor

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Upcoming Meetings

• May 19 – Concord Community Meeting – Stefanie Young: Managing Green Solutions

• May 21 – Wilmington Community Meeting – Meg Tadlock & Alison Baringer

• May 23 – Huntersville Community Meeting – Nancy Amert

• May 26 – Hickory Community Meeting – Norma Stilwell

• June 4 – Mooresville – Volunteer Event: Habitat for Humanity

• June 6 – Gastonia – TBD

• June 7 – Ballantyne – Bob Park: Your Chapter, Your Needs

• June 7 – Fort Mill – TBD

• June 8 – Monroe – Bob Park: Your Chapter, Your Needs

• June 9 – WLKN – Bob Park: Your Chapter, Your Needs

• June 11 – Ballantyne – Volunteer Event: Plant-A-Row for the Hungry Garden!

• June 11 – Fayetteville – Volunteer Event: Habitat for Humanity

• June 16 – Concord – Bob Park: Your Chapter, Your Needs

• June 18 – Wilmington – Lloyd Stalls: Engineering Projects at Duke Energy

• June 21 – Chapter Meeting – Chip Scholz: Clear Conduct

• June 23 – Hickory – Chris Bolick: Lessons Learned from Lowe's Construction Projects

• June 25 – Asheville – Volunteer Event: MANNA Packs for Kids, MANNA Food Bank

• June 27 – Huntersville – TBD

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Upcoming Events

• June 18 – 2016 Professional Development Day @ UNC Charlotte Center City – Knock it Out of the Park!

• June 27 – SkillFest @ Bubble Charlotte – Project Management Job Fair

• June 30 – PMI Information Systems & Technology Symposium 2016 – Virtual

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Upcoming Events

• May 21 –

Loaves and Fishes Volunteer Event

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PDD 2016 – June 18th 1

• Registration is open. • Keynotes:

▫ Karen Shearer Dunn ▫ Peter Popovich ▫ Richard Morreale

• 5 Tracks ▫ Track 1: Agile Project Management sponsored by Agile Pi ▫ Track 2: Leadership sponsored by UNCC Extended

Academic Programs. ▫ Track 3: Technical ▫ Track 4: Strategic & Business Management sponsored by

CPCC. ▫ Track 5: Portfolio & Program Management sponsored by

CommNet

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Special Notice from

• PMBOK 6th Edition is currently being reviewed

• Scheduled release - 4th quarter 2017

• PMP and CAPM Exams will change 1stq, 2018

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Presenter: Dr. Dale Callahan

• Director & faculty of the graduate

program in Engineering Management at

the University of Alabama at Birmingham.

• Engineering professional in the

telecommunications, automation, software

development and project management

industries.

• An author & presenter, Dale helps invigorate

careers that have gone stale by teaching how

to find the right career path and win.

• He lives in Birmingham, Alabama with his

wife Lea. He has four children and two

grandchildren.

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Becoming a Company of One

Dale Callahan, PhD, PE

UAB Engineering Management www.uab.edu/iem Email dcallahan@uab.edu LinkedIn www.linkedin.com/in/dalecallahan Twitter @dalecallahan Blog/Podcast www.dalecallahan.com

Slides

More information at

dalecallahan.com/coo

Realization #1

I am a Company

Walmart You

Goods and

services

$

COMPANY CUSTOMER

Business Model

YOU Your

Employer

services

$

COMPANY CUSTOMER

Employment Model

Four Roles of any Business

Operations

Marketing

Financial

Research

Realization #2

Companies have Brands

“Everything we say and do brands us.”

CMO, American IP

TGIF

Who do you go to when the work just has to be done?

Who do you know will never carry their weight on the team?

Who is going to be late?

How do others see YOU?

What is YOUR brand?

Without corrective action

– brands last a long time!

Realization #3

Companies survive and thrive by serving their customers

1. Who are my customers?

2. What do my customers value?

i.e. what causes pain.

3. How can I communicate value to

my customers?

Example of Finding Your Number

MeRevenue ($250,500)

- Salary and benefits ($70,000 x 1.25 = $87,500) -----------------------------------------------------------------

MeProfit ($163,000 --- Value you bring)

Therefore I bring $163,000 annually to the company!

Your company

Your brand

Your customers

Your unlimited income!

Learn how ….

– Find Your Calling

– Increase your income by $25,000

– Maximize growth in your company

dalecallahan.com/coo

Connect

LINKEDIN: www.linkedin.com/in/dalecallahan

Email: dcallahan@uab.edu

TWITTER: @dalecallahan

BLOG/Podcast: www.dalecallahan.com

Information Engineering Management

UAB IEM

or

www.uab.edu/iem

Passions to Profit www.dalecallahan.com/34

Don’t Die in your Cube – Podcast

www.dalecallahan.com/18

CEO Direction

Where are we going and why?

• You are a Company of One

• You determine who you serve and how

• You determine you own WHY

CFO Financial

Paying Bills

Managing Income

Documenting

Reporting

CRO Research

Risk and Opportunity Awareness

$

You are the CEO of Your

Company of One!

CEO Direction

Where are we going and why?

THANK YOU!

Have a safe trip home, a great

month, and we hope to see you

June 17th!

Board of Director Member Bios

(Not Part of the Presentation)

Your Facilitator and Board Member

Jennifer Baker • Portfolio Manager, Duke Energy • PMP since 2004 • PgMP since 2009 • PfMP since 2014 • ITIL, BRMP • Six Sigma Master Black Belt • MSc, Project Management

President, PMI Metrolina • Chief Executive Officer for the

Chapter and of the Board, and performs such duties as are customary for presiding officers, including making all required appointments with the approval of the Board.

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Your Facilitator and Board Member

Craig Marek • Program Manager, TIAA

• PMP since 2004 • PgMP since 2014 • MSc, Project Management

VP of Administration • Keeps the records of all business

meetings of the Chapter and meetings of the Board. This also includes internal process documentation and maintenance and governance of the Chapter.

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Your Facilitator and Board Member

John Rush IV • Project Manager, Katalyst

Network Group

• PMP since 2013

• PBA since 2015

• MBA, Finance & Accounting

VP of Finance • Chief Financial Officer and

Treasurer for the Chapter and oversees the management of funds for duly authorized purposes of the Chapter.

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Your Facilitator and Board Member

Dani Beckman • Sr Project Manager at Wells

Fargo through Apex • PMP since 2014 • MSc, Project Management

VP of Marketing • Responsible for Chapter

communications including the chapter newsletter, website updates, social media, and other Chapter publications, This also includes securing Corporate Partnerships and Sponsorships and promoting the Chapter within the Communities that we serve.

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Your Facilitator and Board Member

Doug Harrington, Jr.

• Enterprise Project Manager, Duke Energy

• PMP since 2014

• BA, Industrial Relations & Business

VP of Professional Development

• Responsible for professional education programs to include PMP certification preparation classes, Saturday PDU classes, and Professional Development Day.

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Your Facilitator and Board Member

Robert ‘Bob’ Park • Sr. Project Manager, Novant

Health

• PMP since 2010 • Six Sigma Black Belt • MBA, Operations Management

VP of Programs • Responsible for the

development, scheduling and coordination of chapter and community meetings including developing the chapter meeting agenda, coordinating meeting schedules, and locating speakers.

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