TRANSFORMING BUSINESS EXCELLENCE€¦ · often tasked with managing teams, predicting shifting...

TRANSFORMINGBUSINESS EXCELLENCE

BOSTON, MAOCTOBER 15-18, 2018 | BOSTON MARRIOTT BURLINGTON HOTEL

EVENT GUIDE

BOSTON, MA | OCTOBER 15-18, 2018 | BOSTON MARRIOTT BURLINGTON HOTEL

2

GREETINGS FROM THE PORTFOLIO DIRECTORTRANSFORMING BUSINESS EXCELLENCE

Welcome to both a challenge and an opportunity. As conference director, my team and I would like to offer both, while sharing some insight on one of the most unique combinations of sessions and workshops available to you across North America.

“Transforming Business Excellence” is more than our conference theme – it’s about establishing a long-term mindset that enables us to achieve, believe and deliver.

As a crusader for Project or Business Analysis professionals, you are often tasked with managing teams, predicting shifting scenarios and ensuring careful direction, while understanding the importance of the bottom line.

ProjectSummit*BusinessAnalystWorld Boston is designed to create circumstances that deliver these breakthrough skill-set learning situations. Whether it’s through recognized experts and innovators in the fields of Project Management and Business Analysis or peer-to-peer casual conversations, the learning process will be natural and, often neglected, fun!

It is important to remind you that we are a PMI and IIBA Endorsed Education Provider. Attendees earn 1 credit for every hour of education – 26 over 4 days, which goes a long way to renewed certification.

I encourage you to take advantage of all the learning and networking opportunities this event provides. Please do not hesitate to see us at the registration desk if you have any questions or require additional information.

I hope you enjoy the conference!

Amy Ruddell | Senior DirectorProjectSummit*BusinessAnalystWorldEditor-in-Chief, ProjectTimes, [email protected]

PROJECTSUMMIT* BAWORLD BOSTONADVISORY BOARD

Gina Abudi Abudi Consulting Group, LLC

Yobran Colon Hartford IIBA Chapter, Travelers

Dan Corrado IIBA Greater Boston Chapter

Denise Davies Hanover Insurance, IIBA Greater Boston Chapter

Brian Frazier Sun Life, IIBA Greater Boston Chapter

Debbie Granelli Independent, IIBA Albany Chapter

Jaime Hennessy John HancockGeorge Hresko Hartford IIBA Chapter,

TravelersSteve Jones ISO New EnglandMonica Lussier Intercontinental

Exchange | ICE Data Services

Kristina O’Neill Harvard Pilgrim Healthcare

John O’Rourke CVS HealthRita Read PMI Mass Bay Chapter,

PMI Educational Foundation

Rich Rinker IIBA Greater Boston Chapter

Peter Schwalm National GridTJ Williams The Hanover Insurance

Group, IIBA-Greater Boston Chapter

Sheryl Zarozny Catalyst Solutions

3

PMBACONFERENCES.COM/BOSTON

Welcome Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Advisory Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Important Delegate Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Keynote Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 5

Monday Schedule at-a-glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Tuesday Schedule at-a-glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Symposium Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 19

Workshop Schedule at-a-glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Workshop Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 - 25

Sponsors & Exhibitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 - 29

Keynote Speaker 8:30AM – 9:45AM

Symposium Sessions 10:00AM – 3:30PM

Roundtable Discussions 3:45PM – 5:00PM

Networking Reception 5:00PM – 6:00PM

Keynote Speaker 8:30AM – 9:45AM

Symposium Sessions 10:00AM – 3:30PM

Keynote Speaker 3:45PM – 5:00PM

Workshops 8:30AM – 4:30PM

Workshops 8:30AM – 4:30PM

IMPORTANT DELEGATE INFORMATION

Our conference information can be found at:

TABLE OF CONTENTS

CONFERENCE HOURSMONDAY, OCTOBER 15TH

TUESDAY, OCTOBER 16TH

WEDNESDAY, OCTOBER 17H

THURSDAY, OCTOBER 18H

www.pmbaconferences.com/boston

Our Conference Informationcan be found at:

To download presentations: Go to: www.pmbaconferences.com/bostonGo to the Program Menu. Click on a session with the FILE icon beside it. This indicates a document is available for download. Follow the instructions to log in and access the documents. Please note: Not all speakers have shared their presentations. We update website program page with the documents as they are received.

www.projecttimes.comwww.batimes.com

FOLLOW US!

#PSBAWBOS18

@projectworld

PROJECTSUMMIT* BAWORLD BOSTONADVISORY BOARD


4

THE CREATIVE STORM FOR PROJECT MANAGEMENT PROFESSIONALS: HOW TO IGNITE CREATIVE LEADERSHIP AND LEAD INNOVATION IN THE NEW ECONOMYAccording to a study by IBM, CEOs cited creativity as the most important leadership quality. As a result of the digital transformation, Creative Leadership is becoming a sought-after project management style. It’s the “Next Big Thing” in leadership for accelerating innovation and driving change. Using real examples, Nelson will explain his Nine Forces Of Creative Leadership™ and draw upon his own personal experiences and projects working with Project Managers for over two and a half decades.

NELSON CABRALCabral Creative Leadership International Inc.

2018 KEYNOTE SPEAKERS

BACK BY POPULAR DEMAND: THE ULTIMATE NETWORKING EXPERIENCEMeet, discuss and exchange ideas with your peers and colleagues. This structured format allows attendees to select from over 15 different conversation topics for 15 minutes each. You can have four very different conversations over the course of an hour and make many new connections.

Cap off the experience with your new connections at our networking/cocktail reception.

ROUNDTABLE DISCUSSIONS

Monday October 15TH, 2018 8:30AM - 9:45AM

Monday October 15TH, 2018 3:45PM - 5:00PM

5


2018 KEYNOTE SPEAKERS

THE ROBOTS ARE RISING -THE FUTURE OF PROJECTSRobotics, AI and Machine Learning are accelerating quickly in organizations and this means our projects and how we work them IS changing! We need to understand what these changes are all about, the skills you need and the types of problem and opportunities they solve. Artificial Intelligence capabilities are challenging the very core of how businesses solve problems. In project work, we are at risk for building a solution that is based on the past. We have a BIG impact on determining the direction of our projects. While many core skills remain, they become even more important along with some newer skills. This session will explore what these capabilities are and how they impact the solutions we deliver, what skills we need to develop and how organizations can adapt to this new reality.

ANGELA WICK BA-Squared, LLC

Tuesday October 16TH, 20188:30AM - 9:45AM

Tuesday October 16TH, 20183:45PM - 5:00PM

HOT TECHNOLOGIES FOR PMs AND BAsHow are you keeping up with the technological advancements that impact your career? Is your work as Project Manager/Business Analyst allowing you the time to consider how the disruptive changes with technology will impact your work… today and beyond? This session identifies what you should know about and start considering as part of your technological awareness about your job, including the latest information about virtual & augmented reality, artificial intelligence, digital security and more.

JAMES SPELLOSMeeting U


6 *All sessions are subject to change.

NELSON CABRAL CABRAL CREATIVE LEADERSHIP INTERNATIONAL INC.

8:30AM - 9:45AMTHE CREATIVE STORM FOR PROJECT MANAGEMENT PROFESSIONALS: HOW TO IGNITE CREATIVE LEADERSHIP AND LEAD INNOVATION IN THE NEW ECONOMY

SCHEDULE AT-A-GLANCEMONDAY, OCTOBER 15TH

10:00AM

11:00AM

9:45AM

10:00AM

12:15PM

1:15PM

11:15AM

12:15PM

1:15PM

2:15PM

2:30PM

3:30PM

Don’t Adopt the Monkey: Leadership

Secrets for you, your projects and

your team.Saby Waraich

Project Teams Leading

ChangeChris Edgelow

What Does the PMI Talent Triangle

Mean for My Career?

Patty Delmonaco

Welcome Aboard! Building, Developing

and Managing a Successful Project TeamRon Torres &

Yevgeny Yankov

Big Data and Project

Management - There is a Point!Jimmy Godard

Case Study: IT PMO in a Public Sector

OrganizationSaby Waraich

Using Human Bias to Achieve Better

Outcomes Stephen Brown

BREAK

LUNCH

5:00PM

6:00PMProjectSummit * BusinessAnalsystWorld

Networking Reception and Sponsor Showcase

Quantitatively Measuring the Qualified: Learned Lessons from an Effort to Quantify

Business Analysis Return On Investment (ROI) and Value

Steve Hackney & Stephanie Fulbright

Strategic TransformationPaul Crosby

Business Analysis and

Product Ownership: One Goal/Two

ViewsSusan Burk

Worth More Than 1000 Words: Rethinking Visual Models and

Diagrams to Support Agile TeamsSusan Burk

Writing User Stories: It’s Not as

Difficult as You Think

Allison Grappone

BA 20/20 – Creating a Discrete Vision

and Goals to Transform Your

PracticeHans Eckman

Surviving in a Hybrid WorldPaul Crosby

Agile Estimating and Planning

Allison Grappone

3:45PM - 5:00PM

ROUNDTABLE DISCUSSIONS THE ULTIMATE NETWORKING EXPERIENCE

What PMs and BAs Need to

Know about Data Science

Derek Belyea

Overcoming the hurdles of

distractionJimmy Godard

7 Leadership and Development Lessons from Harry Potter

Hans Eckman

Productivity: How to get things done in

this digital ageKeith Elder

15 Traits of Top Performers

Erica Woods &Cate Murray

SALON E - F

SALON E - F

PROJECT MANAGEMENTSALON I - J

PROJECT MANAGEMENTSALON G - H

BUSINESS ANALYSISEMBRACE/EMPOWER

BUSINESS ANALYSISENLIVEN/ENVISION

SHAREDCOLLABORATE/CREATE

7


*All sessions are subject to change.

10 User Story Tips

Angela Wick

The Truth About Job Titles In

ScrumScrum.orgDave West

Process mapping and flows - when pictures say

it allMindy Bohannon

20 Visio Tips in 60 Minutes

Scott Helmers

Vendor Assessment & Management

Martin Schedlbauer

Can Anyone Document Processes?

Scott Helmers

Innovation and the link to Creativity:

To keep your mind nimble for

work and lifeMindy Bohannon

10 Attributes of a Well Written Requirement

John Terzakis

SCHEDULE AT-A-GLANCE

10:00AM

11:00AM

9:45AM

10:00AM

12:15PM

1:15PM

11:15AM

12:15PM

1:15PM

2:15PM

2:30PM

3:30PM

ANGELA WICK, CEO, BA-SQUARED, LLC

3:45PM - 5:00PM

A 45 Item Downloadable Project Health

Assessment Framework

Uri Galimidi

Be Heard: Better

Communication Leads to Better

ProjectsDaniel Zweifler

Do or Die Project Management

PracticesKen Hanley

No-Bull Project Management: Dealing With the Politics and

People Issues that Bring Projects Down

David Po-Chedley

The Six Stakeholders You’ll Meet in Project HellVincent Mirabelli

Organizational Change

Management on Your Project: Build it in, Don’t Bolt it

On!Ken Hanley

Driving Innovation with 20 QuestionsVincent Mirabelli

InCase Study:Adopting Agile

Practices: Empower, Engage and Improve

Efficiency Margaret Latino

How Google Creates High-

Performing TeamsUri Galimidi

Right Job, Wrong Culture

Ray Mathew

The Non-Profit Project Manager. Do

more with less.

Daniel Zweifler

How to Manage Risk

in an Agile WorldMichael Nolet

TUESDAY, OCTOBER 16TH

NELSON CABRAL CABRAL CREATIVE LEADERSHIP INTERNATIONAL INC.

THE ROBOTS ARE RISING - THE FUTURE OF PROJECTS

BREAK

LUNCH

JAMES SPELLOS, MEETING U

8:30AM - 9:45AM

HOT TECHNOLOGIES FOR PMs AND BAs

SALON E - F

SALON E - F

PROJECT MANAGEMENTSALON I - J

PROJECT MANAGEMENTSALON G - H

BUSINESS ANALYSISEMBRACE/EMPOWER

BUSINESS ANALYSISENLIVEN/ENVISION

SHAREDCOLLABORATE/CREATE


8

SYMPOSIUM DESCRIPTIONS

8:30AM - 9:45AM KEYNOTE SESSIONSALON E - F

MONDAY, OCTOBER 15TH

THE CREATIVE STORM FOR PROJECT MANAGEMENT PROFESSIONALS: HOW TO IGNITE CREATIVE LEADERSHIP AND LEAD INNOVATION IN THE NEW ECONOMYNelson Cabral President and Chief Innovation Officer, CABRAL Creative Leadership International Inc.

According to a study by IBM, CEOs cited creativity as the most important leadership quality. As a result of the digital transformation, Creative Leadership is becoming a sought-after project management style. It’s the “Next Big Thing” in leadership for accelerating innovation and driving change. Using real examples, Nelson will explain his Nine Forces Of Creative Leadership™ and draw upon his own personal experiences and projects working with Project Managers for over two and a half decades.

LEARNING OBJECTIVES• Project Managers will develop “everyday creativity” to attack marketplace problems of all sizes and embrace change, resulting in improved productivity

• Project Managers will drive excellence and innovation by building their inspirational and collaborative leadership skills, tools and mindset

• Project Managers will consistently build and inspire winning teams to enhance performance using proven creative leadership strategies and change management tools

BA SKILLS SHAREDPM SKILLS

WHAT DOES THE PMI TALENT TRIANGLE MEAN FOR MY CAREER?

BUSINESS ANALYSIS AND PRODUCT OWNERSHIP: ONE GOAL/TWO VIEWS

Patty Delmonaco, Sr. Project Manager, Eastern Bank

Susan Burk, Top Five To Seven,LLC 10:00am - 11:00am

10:00am - 11:00am

SALON G - H

ENLIVEN/ENVISION

What has PMI challenged us with the Talent Triangle? And why the ideal skill set for a Project Manager now includes a focus on Leadership and Strategic and Business Acumen? As Project Managers we know that the technical skills needed to manage projects are important, but what makes us truly valuable to the business world extends beyond being planning, running meetings and updating project schedules.

LEARNING OBJECTIVES• Explain the Talent Triangle and the underlying business needs that support this model

• Explore professional development tracks designed to enhance Leadership skills as well as Strategic and Business Acumen

• Challenge the audience to consider how their project management career can grow

This interactive track session will enable participants to consider the overlap and differences between product ownership and Business Analysis. By clarifying their own understanding of these two disciplines as views or perspectives rather than focusing on them as roles, participants will be able to make better decisions about their own career path in organizations which are adopting Agile Practices.

LEARNING OBJECTIVES• Consider the Business Analyst’s role within an Agile environment

• Consider the Product Owner’s role and the distinctions between it and the Business Analyst’s role

• Consider how Business Analysis supports product ownership

STRATEGIC TRANSFORMATIONPaul Crosby, CFO, Bob the BA

10:00am - 11:00am

There is one little secret that every Business Analyst should know about transformation and why only 10-15% of companies are getting it right. Strategy and analysis go hand in hand to transform or optimize an organization fully. Almost half of CIOs surveyed think they should identify where transformation should occur but leaders from other parts of the business aren’t sure. Real transformation requires a strong business vision developed by robust strategic analysis that drives changes to existing capabilities and develops new ones. In this workshop we learn how to use 12 new techniques that create new opportunities for innovation, optimization and transformation. Get hands on experience in using these techniques to build your transformational and Innovation goals. Learn how to evaluate emerging technologies and aligning them to the organization’s vision. Learn to how to take and organize your analysis and package it for approval.

LEARNING OBJECTIVES• Learn about the different types of transformation and how to effectively develop a strategic business vision - build enterprise goals and objectives that are measurable and meaningful

• Understand transformational scanning and how to use it for applying cutting edge technology and innovative strategies to achieve the business mission

• Understanding how to build the case for a transformation by aligning the transformation with business goals and objectives. Learn how evaluation techniques for potential technologies that are emerging

EMBRACE/EMPOWER

9



PROJECT TEAMS LEADING CHANGE

15 TRAITS OF TOP PERFORMERS

Chris Edgelow, Founder & President, Sundance Consulting Inc

Erica Woods, Manager, Contractor and Community Relations, Apex SystemsCate Murray, PM/BA Practice Director, Apex Systems

10:00am - 11:00am

10:00am - 11:00am COLLABORATE/CREATE

PROJECT TEAMS LEADING CHANGE is an insightful and practical workshop that provides a wealth of great ideas that will dramatically increase the effectiveness of project management throughout your organization. When your project teams are more effective, the success rates of your projects will improve. Learn how to incorporate essential principles of leading change into your project management practices. Rather then using out-of-date change management models, this insightful workshops draws from The Integrated Approach to Leading Change TM. This world-class, holistic approach to leading change weaves the necessary competencies for: - effective strategic leadership - aligning and implementing change - leading people through transition - enhancing communication everywhere.

LEARNING OBJECTIVES• Gain a rich understanding of what is required for your project team to be more successful using an integrated, systems based approach to leading change

• Apply seven essentials for leading change to your current projects in your changing organization

• Assess the current effectiveness of your project teams and outline a plan in improve their performance significantly

Looking for ideas on how you can improve your performance and be known as “one of the best?” Hear our top 15 traits in becoming a top performer, which include being proactively helpful, providing unanticipated value and having the mentality that building relationships with all internal and external stakeholders and providing superior customer service are part of every job description.

LEARNING OBJECTIVES• Identify 2+ areas they can further contribute to role• Learn questions they can ask Manager to assess improvement opportunities

• Learn SWOT matrix technique for skills improvement

MONDAY, OCTOBER 15TH SYMPOSIUM DESCRIPTIONS

SALON I - J

AGILE ESTIMATING AND PLANNING

QUANTITATIVELY MEASURING THE QUALIFIED: LEARNED LESSONS FROM AN EFFORT TO QUANTIFY BUSINESS ANALYSIS RETURN ON INVESTMENT (ROI) AND VALUE

Allison Grappone, Director of Operations and Agile Consulting, Ascendle

Steve Hackney, Director BACoE, HCA, Inc.Stephanie Fulbright, Business Analyst, HCA, Inc.

11:15am - 12:15pm

11:15am - 12:15pm

Allison Grappone walks you step-by-step through Agile estimating techniques you can use to understand the size of your project and how long it will take. You and your team will quickly come up with accurate estimates and you’ll be able to forecast completion dates based on how fast the team is moving. You’ll learn how to deal with changes in scope and priority while always being able to tell management, “This is when we’ll be done.”

LEARNING OBJECTIVES• Understand how user stories, story points, planning poker and velocity work together to provide predictable schedule estimates

• Learn techniques you can immediately apply to your projects to estimate how fast your team will go, both before they start and as they’re getting ramped up

• Learn about the cone of uncertainty and how to apply its concepts to present a larger range of estimated completion timeframes early in the project and narrow that range as the project continues

Come hear about how the Business Analysis Center of Excellence at HCA, Inc., a large hospital management company, recently embarked on an effort to measure return of investment and value of having a Business Analyst engaged on a project and how the lessons they learned can be applied to quantitatively assess any type of qualified feedback. This interactive talk will share the story of their journey and provide a framework for tackling a ROI or other quantification effort at your organization.

LEARNING OBJECTIVES• Recognize situations that require quantitative assessment of qualitative feedback

• Learn how to employ storytelling to frame value• Apply tangible ways to begin implementing a quantitative assessment for a need at their own organization

EMBRACE/EMPOWER

ENLIVEN/ENVISION


10

WHAT PMs AND BAs NEED TO KNOWABOUT DATA SCIENCE

SURVIVING IN A HYBRID WORLD

Derek Belyea, CPA,CA PMP MBA, CEO, Analytix Studio

Paul Crosby, PMP, CFO, Bob the BA

11:15am - 12:15pm

1:15pm - 2:15pm

COLLABORATE/CREATE

EMBRACE/EMPOWER

Through stories and examples this illustrated talk will explore the work of Data Scientists, how they add value and the skills that make them successful. You will learn why this discipline has recently become critically important to many organizations. While Data Scientists are able to find answers to complex real-world business questions, their value can be significantly enhanced when working in partnership with other professionals, including Project Managers and Business Analysts. You will learn what to expect when working with a Data Scientist and how best to make your projects involving data science deliver benefits to your organization.

LEARNING OBJECTIVES• Attendees will learn how Data Scientists add value to projects.

• Attendees will learn the challenges and opportunities of making data science part of a project.

• Attendees will understand how to organize and manage a successful data science project.

Are you BA, PM, QA, Product Owner and Subject Matter expert all rolled into one? Maybe just a PM-BA-QA? Is it even possible to succeed while wearing multiple hats? In this environment of get it done faster, smaller budgets and a reduced value of separating the roles the business analyst can feel like they are caught between a rock and hard place. There are a lot of different types of a hybrid role. Some lean more towards leadership and others more towards analysis. The hybrid role doesn’t work for all types of projects - which projects are best served by a hybrid role? Having a good foundation in both leadership and analysis will allow you to better execute the hybrid role. Are you ready to take a journey into the world of hybrids and build your survival plan?

LEARNING OBJECTIVES• Understanding the advantages and disadvantages of each type of hybrid role

• Learn which hybrid role types that will work best for you and put together a survival plan on how to operate within those hybrid role types

• Understand which tasks the roles normally perform and which tasks that may have to take a back seat

DON’T ADOPT THE MONKEY: LEADERSHIP SECRETS FOR YOU, YOUR PROJECTS AND YOUR TEAM

OVERCOMING THE HURDLES OF DISTRACTION

Saby Waraich, PMP, PMO Division Manager, City of Portland

Jimmy Godard, MCIS, MBA, PMP, ITIL, Senior Change Manager, Service Delivery Manager, Program Manager, Bank of America

11:15am - 12:15pm

11:15am - 12:15pm

How do you develop an ability to lead from any position in an organization? How can you be more adept in influencing those over whom you have little or no authority? What are the key skills that are needed for a successful leader? How do you stand out as a successful leader? Knowing how to influence and lead others—often without direct authority—is critical in successfully managing projects. Most of us aren’t natural leaders, the good news is that leadership skills can be learnt. The best make the journey from manager to leader using their innate talents and through continuous learning and improvement. Don’t rely on the school of hard knocks, discover the secrets to exceptional leadership and the mistakes to avoid on your own road to success.

LEARNING OBJECTIVES• How to stand out as a successful and effective Project Leader

• How to align and remove obstacles for personal leadership development

• Decode the leadership myths to identify what really matters and ensure that your leadership passes the test and stands out!

Have you looked at your workload recently and asked yourself why you have so much to do, yet nothing seems to get done? Effective time management is an indispensable skill. Everybody wants more time. While none of us can squeeze more hours into a day, we can all find more time for the most important things in our lives. This session introduces simple time management tips that will help you get more out of your workday and reduce distractions so you can stay focused on what matters most.

LEARNING OBJECTIVES• Thinking differently about time management• Dealing with feeling overwhelmed• Using Eisenhower’s matrix of tasks

SALON G - H

SALON I - J

SYMPOSIUM DESCRIPTIONSMONDAY, OCTOBER 15TH


11


7 LEADERSHIP AND DEVELOPMENT LESSONS FROM HARRY POTTER

WELCOME ABOARD! BUILDING, DEVELOPING AND MANAGING A SUCCESSFUL PROJECT TEAM

WORTH MORE THAN 1000 WORDS: RETHINKING VISUAL MODELS AND DIAGRAMS TO SUPPORT AGILE TEAMS

Hans Eckman, Consultant, Eckman Guides

Ron Torres, PMP, Program Manager, ICE Data Services Yevgeny Yankov, PMP, Program Manager, ICE Data Services

Susan Burk, CSM, Top Five To Seven,LLC

1:15pm - 2:15pm

1:15pm - 2:15pm

1:15pm - 2:15pm

SALON G - H

ENLIVEN/ENVISION

Do the circumstances make the leader or do great leaders make the circumstances? In J.K. Rowling’s amazing book series, Harry Potter finds himself rejoining the wizarding world only to discover he has a legend to live up to. Each year Harry and friends faced a new series of personal and environmental challenges they had to overcome. Join us to discover seven secrets of leadership, teams and personal growth from the book series that changed the world. We will discuss pivotal strategies and approaches that Harry used to overcome He Who Must Not Be Named. You will learn how to apply these lessons to your professional journey and personal growth.

LEARNING OBJECTIVES• Learn why diverse teams with a common thread are your best problem solvers

• Learn how to play to your strengths and overcome weaknesses

• Learn the importance of standing up for the right thing and why it can be so difficult

An often overlooked aspect of projects is how resources shift throughout the lifecycle. Some of the greatest risks during a project are rooted in poor communications with stakeholders, the loss of a critical contributor, or internal conflict between team members. This presentation will focus on three aspects of Resource Management including the management of people involved in a successful project, the use of tools to manage resources and exploring the area of soft skills.

LEARNING OBJECTIVES• Develop techniques for how to build and develop a successful team including everyone from sponsors and stakeholders to Project Managers and individual contributors

• Learn how to best build and, more importantly, apply tools used to manage a project team throughout a project’s life-cycle

• Review the soft skills required to be successful like building trust and empowering teams

This interactive session will spur participants to consider which time-tested techniques and tools can address communication, clarification, collaboration and validation challenges which some Agile teams experience. Participants will share ideas at their tables and then share cross-table. An updated copy of the presentation with the participants’ thoughts embedded in it will be made available following he conference.

LEARNING OBJECTIVES• Identify time-tested visual modeling and diagramming techniques which can address challenges which some Agile teams experience

• Consider modifying or totally repurposing these techniques to make them even more useful for in an Agile workplace

• If the combined experience base of the participants supports it, learn about experiences with totally new visual modeling techniques

COLLABORATE/CREATE

BIG DATA AND PROJECT MANAGEMENT - THERE IS A POINT!Jimmy Godard, MCIS, MBA, PMP, ITIL, Senior Change Manager, Service Delivery Manager, Program Manager, Bank of America

1:15pm - 2:15pm

Big Data is big news and not a hype. It’s brought an entirely new era of data-driven insights to companies in all industries. To be effective, Project Managers may have to gain new skills, refresh some others and learn how to adapt to the needs of Big Data projects. Interested in leading the change? Join this presentation to understand the role of big data Program/Project Managers, the required skills, what the team structure looks like, how to define the program direction and milestones.

LEARNING OBJECTIVES• What makes a good big-data Program Manager• Get started with your big data project• Big data program milestones

SALON I - J




12

PPMAnywhere is a Polarisoft product

Business technology partners

www.ppmanywhere.com (513) 748-8508

Learn how to make your processes quick

and efficient

Ensure outputs from projects are actioned around an agreed

Visual-Action Framework

Free presentation eBook for every participant

Ensure your reporting is visual and appealing to

the recipient

Come and say hi at the Polarisoft standWe love to solve painpoints

USING HUMAN BIAS TO ACHIEVE BETTER OUTCOMESCome and see Stephen Brown’s presentation

Monday 15th October 2:30 – 3:30pm

PMBASummit_HalfPageAd_Land.indd 1 10/09/2018 16:21

PRODUCTIVITY: HOW TO GET THINGS DONE IN THIS DIGITAL AGE

CASE STUDY: IT PMO IN A PUBLIC SECTOR ORGANIZATION

Keith Elder, Sr. Technology Evangelist, Quicken Loans, Inc.

Saby Waraich, PMP, PMO Division Manager, City of Portland

2:30pm - 3:30pm

2:30pm - 3:30pm SALON I - J

Pay the electric bill on Friday, fill out a survey for work, gather new requirements and return a call to a co-worker. These are just a few of the things that run through our heads constantly. For many, being productive doesn’t come naturally, it didn’t for me. I set out on a journey to hack myself and change my habits. In this session, we are going to look at some science, psychology and tools to help us process, track and get more things done at work and in our personal lives.

LEARNING OBJECTIVES• Life hacks to be more productive• A tried and true methodology for organizing what needs to get done when

• How to apply this methodology using a few productivity applications

The marriage between processes and technology can be happy or a troubled one. How well we understand and sanction performance drivers, positive and/or negative, determines the degree of customer value creation and the subsequent enterprise effectiveness. PMO (Project Management Office) is gaining significant traction as a best practice for driving initiatives. It builds on a series of best practices including PMI® standards. Structure may vary, PMO is either part of the business or the IT organization; regardless, its mission remains to deliver business value as advertised.

LEARNING OBJECTIVES• Learn the classical roles of Project Management Office (PMO) in an enterprise and the common challenges today facing the project manager; PMO Manager

• Adopting PMBOK methodology to successfully create a customized Project Life Cycle for an organization

• Tools & Techniques used in successfully delivering projects Governance structure to make PMO successful

COLLABORATE/CREATE

WRITING USER STORIES: IT’S NOT AS DIFFICULT AS YOU THINKAllison Grappone, Director of Operations and Agile Consulting, Ascendle

2:30pm - 3:30pm

We used to write hundreds of pages of software documentation spelling out every detail of the system to be built. Every function point. Every possible usage scenario. “The system shall do this...” and “The system shall do that...” They were works of art. The only problem? No one ever read them and if they did, they quickly became obsolete as business conditions changed. Today the foundation of the Agile process is user stories, a lightweight technique to rapidly capture business requirements that gets the team on-vision and successfully delivering on stakeholder needs. In this session, Allison Grappone will walk you step-by-step through the process of creating and managing user stories, both before a project begins as well as when the project is underway.

LEARNING OBJECTIVES• Learn how to write an effective user story title and what three parts of the title you should always include

• Understand how user stories are different and more effective than traditional software requirements specifications

• Learn techniques to handle non-functional requirements, technical constraints and business domain modeling in the user story world

EMBRACE/EMPOWER

SYMPOSIUM DESCRIPTIONSMONDAY, OCTOBER 15TH


EMBRACE/EMPOWER

BA 20/20 – CREATING A DISCRETE VISION AND GOALS TO TRANSFORM YOUR PRACTICE

Hans Eckman, Consultant, Eckman Guides

10:00am - 11:00am

In “Good to Great”, Jim Collins found that the best companies set Big Hairy Audacious Goals (BHAGS). What would happen if you took the same approach for your practice? In 2007, SunTrust Enterprise Delivery Services transformed Business Analysis to follow the IIBA BABOK and industry parity. The transformation team also established a foundation of tools and processes to start engaging BAs so that they could perform their needed functions. At the end of the transformation, the division was at risk for losing the quality improvement momentum and lacked a clear direction for where the BA practice should be in the future.

LEARNING OBJECTIVES• Review a bold initiative for continuous improvement to the BA role and processes

• Understand how quantifiable goals are critical to improvement efforts

• Discuss and critique this approach as a viable path for organizational change management

13


PPMAnywhere is a Polarisoft product

Business technology partners

www.ppmanywhere.com (513) 748-8508

Learn how to make your processes quick

and efficient

Ensure outputs from projects are actioned around an agreed

Visual-Action Framework

Free presentation eBook for every participant

Ensure your reporting is visual and appealing to

the recipient

Come and say hi at the Polarisoft standWe love to solve painpoints

USING HUMAN BIAS TO ACHIEVE BETTER OUTCOMESCome and see Stephen Brown’s presentation

Monday 15th October 2:30 – 3:30pm

PMBASummit_HalfPageAd_Land.indd 1 10/09/2018 16:21

USING HUMAN BIAS TO ACHIEVE BETTER OUTCOMESStephen Brown, Co-Founder and Director of Innovation, Polarisoft

2:30pm - 3:30pm SALON G - H

All day long each of us are making choices and decisions. These build up to heavily impact the outcomes of our projects. How much of each decision is influenced by the information we have and how much by the way it’s presented? Stephen Brown will discuss the role between human decision-making behavior and project information; how to leverage human bias in your favor to achieve better project outcomes.

LEARNING OBJECTIVES• Making processes quick and efficient• Ensuring outputs from projects are actioned around an agreed Visual-Action Framework

• Reporting is visual and appealing to the recipient.



3:45pm - 5:00pm KEYNOTE SESSIONSALON E - F

BACK BY POPULAR DEMAND: THE ULTIMATE NETWORKING EXPERIENCE

Roundtable Discussion

Meet, discuss and exchange with your peers and colleagues. This structured format allows attendees to select from over 15 different conversation topics for 15 minutes each. You can have four very different conversations over the course of an hour and make many new connections.

Cap off the experience with your new connections at our networking/cocktail reception.


14

8:30AM - 9:45AM KEYNOTE SESSIONSALON E - F

HOT TECHNOLOGIES FOR PMs AND BAs

James Spellos, President, Meeting U

How are you keeping up with the technological advancements that impact your career? Is your work as a Project Manager/Business Analyst allowing you the time to consider how the disruptive changes with technology will impact your work…today and beyond? This session identifies what you should know about and start considering as part of your technological awareness about your job, including the latest information about virtual & augmented reality, artificial intelligence, digital security and more.

LEARNING OBJECTIVES• Identify today’s six most important new technologies• Recognize how today’s disruptive technologies will forever change your organization’s work

• Understand how new technologies such as artifical intelligence & mixed reality are having an impact on your organizations

DO OR DIE PROJECT MANAGEMENT PRACTICES

PROCESS MAPPING AND FLOWS - WHEN PICTURES SAY IT ALL

Ken Hanley, Principal, KTH Program and Project Management Inc.

Mindy Bohannon, BA, Excella, IIBA Washington DC Chapter

10:00am - 11:00am

10:00am - 11:00am

SALON I - J

ENLIVEN/ENVISION

“All work is project work.” If this is true, then it’s necessary to understand the best practices that make or break a project. Best practices like: • uncompromising and ‘brutal’ clarity – a complete and comprehensive understanding of stakeholder expectations -what they mean in terms of deliverables and where they conflict o avoiding the fatal flaw of starting at the beginning of a project and instead, harnessing the power of ‘working backwards’

• risk and uncertainty management that directly connects to the project schedule, budget and ultimate performance

• the explicit management of project tradeoffs and the connection to a workable change control discipline

• capable handling and understanding of tradeoffs With this presentation, get a look at pragmatic thinking on how to:

• build a useful and realistic schedule • acknowledge, reflect and manage project risk and

uncertainty • explicitly manage stakeholder expectations • use the Project Priority Triangle • build in project check points and off-ramps before you

finish project planning • most effectively engage a project sponsor

LEARNING OBJECTIVES• Build a useful and realistic schedule• Acknowledge, reflect and manage project risk and uncertainty

• Explicitly manage stakeholder expectations

Pictures say more than words ever could – and process mapping using flows tell the reader more than any document ever could. Specifying processes in symbols and flows easily illustrates the major components of a system’s inputs, outputs, steps, decision points and helps us identify bottlenecks and areas for improvement. We’ll practice using a couple techniques to graphically show processes.

LEARNING OBJECTIVES• Review the basics of process mapping and process flows• Why are process mapping with flows helpful and review symbols commonly used while creating process flows

• Activities to create process flows during the session

SYMPOSIUM DESCRIPTIONSTUESDAY, OCTOBER 16TH


So you‘re looking to supercharge your contact base and develop strategies for ongoing business success?

Visit the Signavio “Silver Sponsor” booth to learn why our innovative, cloud-based, process modeling and management system, Signavio Business Transformation Suite, is recognized for its ease of use and rapid return on investment. Discover why Signavio is trusted by over 1 million users in over 1,000 companies worldwide.

www.signavio.com

Visit our booth!

THE TRUTH ABOUT JOB TITLES IN SCRUMDave West, CEO, Scrum.org

1:15pm - 2:15pm EMBRACE/EMPOWER

Scrum defines three roles, the Product Owner, Scrum Master and Development Team Member. But what happens if you have a different job title? It doesn’t mean that you are out of luck or out of a job, in most cases it means the exact opposite with your job expanding to deliver more value in the Scrum Team. So, where do you fit in Scrum? In this talk Dave West, CEO and Product Owner of Scrum.org talks about the roles of Scrum and how the three roles relate to your existing job titles.

LEARNING OBJECTIVES• Explore the differences between modern vs. traditional people structures

• Learn more about the roles within Scrum (plus one missing one)

• Take a deep look at the question of whether or not we need job titles

15


NO-BULL PROJECT MANAGEMENT: DEALING WITH THE POLITICS AND PEOPLE ISSUES THAT BRING PROJECTS DOWNDavid Po-Chedley, PMP, Principal, Cambridge Consulting, Inc.

10:00am - 11:00am SALON G - H

This presentation identifies ways Project Leaders can remove barriers to individual and team accomplishment. The #1 barrier is lack of management support or buy-in. This is critical in times of changing priorities. We will review the leadership practices that tend to lose management support and the practices that help gain management support - by effectively addressing the political “bull” that plagues so many projects. Finally, participants will be challenged to apply some of the ideas when they return to the office. There are many things that can cause a project (or project team) to lose management support. Can you identify with all of the efforts to “cover tracks”, fuzzy communication, etc. that suck energy out of the project? If yes, you may recognize yourself and others in this light-hearted review of unproductive, time consuming tactics that tend to impede rather than facilitate management support. So what do effective Project Leaders

do that positively attracts management’s attention and helps to gain management support? We will review the six No-Bull practices that work in the real world. This session is designed to be interactive, fun and productive. At the conclusion, attendees will walk away with practical and immediately applicable tips for navigating the politics and people issues that challenge many projects.

LEARNING OBJECTIVES• Learn ways to promote involvement and reward results – while having fun along the way

• Be easy to do business with and practice “no bull” communication

• Define success and position your project as a strategic investment


TUESDAY, OCTOBER 16TH SYMPOSIUM DESCRIPTIONS

So you‘re looking to supercharge your contact base and develop strategies for ongoing business success?

Visit the Signavio “Silver Sponsor” booth to learn why our innovative, cloud-based, process modeling and management system, Signavio Business Transformation Suite, is recognized for its ease of use and rapid return on investment. Discover why Signavio is trusted by over 1 million users in over 1,000 companies worldwide.

www.signavio.com

Visit our booth!


16

CASE STUDY: ADOPTING AGILE PRACTICES: EMPOWER, ENGAGE AND IMPROVE EFFICIENCYMargaret Latonio, PAHM, SA, Manager, HMSA

10:00am - 11:00am COLLABORATE/CREATE

With new technology and new legislation rapidly changing health care, HMSA’s Business Configuration and Implementation Services (BCIS) department recognized the need to change the way work was executed. To achieve HMSA’s Māhie 2020 vision of a community-based health care system and meet consumers’ quickly shifting wants and needs, BCIS applied Agile practices. This change in how work was executed required new ways of thinking, organizing and managing. In this session, Margaret will describe how BCIS is working in a new way that allows for quick delivery of better solutions to its consumers and empowerment of employees to make decisions, move quickly and deliver value. Attendees will gain knowledge about BCIS’ adoption of Agile practices, the tools and techniques applied in this effort and lessons learned.

LEARNING OBJECTIVES• Learn how one organization piloted and adopted Agile practices effectively

• Understand the potential challenges with adopting Agile practices and how to effectively resolve them

• Learn how key Agile practices supported empowerment, engagement and efficiency

10 ATTRIBUTES OF A WELL WRITTEN REQUIREMENT

TOP 10 USER STORY TIPS!

A 45 ITEM DOWNLOADABLE PROJECT HEALTH ASSESSMENT FRAMEWORK

BE HEARD : BETTER COMMUNICATION LEADS TO BETTER PROJECTS

John Terzakis, Systems Engineer, Intel

Angela Wick, CEO, BA-Squared, LLC

Uri Galimidi, MSc, MBA, PMP, President, The Will To Change Inc.

Daniel Zweifler, PMP, ITIL, Director/Senior Project Manager, ASPCA

11:15am - 12:15pm

11:15am - 12:15pm

11:15am - 12:15pm

11:15am - 12:15pm

EMBRACE/EMPOWER

ENLIVEN/ENVISION

SALON I - J

SALON G - H

This session will provide attendees with practical, industry-proven techniques to produce well written requirements. Lower quality requirements (i.e., those with high defect densities) lead to waste and inefficiency in the form of rework. By preventing these defects from entering into the product development lifecycle, the team will not be burdened with the task of correcting them in design, SW, HW and test cases. High quality requirements increase the probably of project success.

LEARNING OBJECTIVES• Identify Requirements Defects• Write Higher Quality Requirements• Minimize Project Waste and Inefficiency

Discover 10 tips to make your user stories great! We will look at common mistakes and challenges in user stories and tips to correct and avoid them

LEARNING OBJECTIVES• Discover and see examples of the common mistakes in User Stories teams make

• Discover and see examples of how to fix the common mistakes made with user stories

• Learn the top 10 tips to get to high quality user stories and avoid the common mistakes

The goal of this presentation is to equip you, the Project Manager, with a comprehensive framework for assessing the health of your project. You will also be given an opportunity to practice this framework on a real-life case study of a failed Billion Dollar Project, presented by CBS 60 Minutes.

LEARNING OBJECTIVES• A comprehensive, downloadable, 45 item framework for assessing your project health

• Video - The CBS 60 Minutes Billion Dollar Project Case Study

• A practice discussion about this billion dollar project failure and what could you have done to avert this failure

This 60 minute session is aimed at leaders or any other individuals who want to improve their conversational skills to produce stronger professional relationships, increased trust and better results. It will combine both a presentation and interactive exercises to provide clear examples and practice in feeling more comfortable communicating in various settings.

LEARNING OBJECTIVES• Show why this is important to project management• Provide ideas, tips and examples of how to speak well in front of an audience

• Identify what traits all good communicators share



17


HOW GOOGLE CREATES HIGH-PERFORMING TEAMS

ORGANIZATIONAL CHANGE MANAGEMENT ON YOUR PROJECT: BUILD IT IN, DON’T BOLT IT ON!Ken Hanley, Principal, KTH Program and Project Management Inc.

THE SIX STAKEHOLDERS YOU’LL MEET IN PROJECT HELLVincent Mirabelli, CBAP, CCXP, MBB,PMP, Principal, Global Project Synergy Group

Uri Galimidi, MSc, MBA, PMP, President, The Will To Change Inc.

1:15pm - 2:15pm

1:15pm - 2:15pm

1:15pm - 2:15pm

COLLABORATE/CREATE

SALON I - J

SALON G - H

In this presentation Uri will describe the research that Google undertook to determine what makes some teams perform much better than others. Uri will also share the approach that Google developed for helping their Team Leaders dramatically improve the performance of their teams. Google’s high-performing team framework includes: 1. Psychological Safety, 2. Dependability, 3. Structure & Clarity, 4. Meaningful Work, 5. Impact of Project.

LEARNING OBJECTIVES• Understand what makes a high-performing team• Learn how a Team Leader dramatically improve the performance of her/his team

• Learn how Team Members can contribute to their team’s performance

Organizational Change Management isn’t a option for most projects: it’s a ‘must do’ and it’s a ‘must do well’. When project organizations do run into problems and recognize that they’ need a little OCM’, it’s usually too little and far too late. This session is about ‘building in’ OCM and OCM deliverables right from the start and making sure that they’re an integral part of your project planning and tracking. • Do you have a senior OCM lead on your project? • Does this person have ‘front line’ credibility (not just someone parachuted in from HR…) • Are they part of the core team (at least as important as your business leads, probably more important than your SMEs)

• Do you have a formal communications channel into all your stakeholder communities?

• Do you have stakeholders you can trust to tell you when you’re wrong?

LEARNING OBJECTIVES• Getting OCM rolling in your project (before it’s too late)• Knowing who and how to ask for help• Learning to ‘call it what it is’ on your project

Ask anyone who has ever been a part of a project and they’ll agree; your stakeholders are the key to your project’s success. Yet the flip side to that coin is that often, problem stakeholders can bring about the demise of even the best planned project, impacting the business, end users. and the project team associated with that failure. The good news is that there is something you can do to prevent these situations from arising, or at least mitigate their effects. The best way to deal with an issue is to eliminate the root cause and with that in mind, this session will identify the 6 worst offending stakeholders in terms of creating conflict and chaos and bringing negativity to your projects. In “The 6 Stakeholders You’ll Meet in Project Hell”, attendees will examine the many types of stakeholders that can bring a project down from the inside and will contribute to a discussion on the biggest contributors of risk and conflict on a project.

LEARNING OBJECTIVES• Learn techniques to aid you in identifying and engage problem stakeholders

• Develop strategies to reduce conflict with these challenging stakeholders and bring them onside with your project

• Prevent potentially negative stakeholders from impacting your and your project’s, overall success

DRIVING INNOVATION WITH 20 QUESTIONSVincent Mirabelli, CBAP, CCXP, MBB, PMP, Principal, Global Project Synergy Group

11:15am - 12:15pm COLLABORATE/CREATE

When you get right down to it, the process of innovation is not a difficult task. And yet, for so many of us, innovation scares us, almost to the point of avoidance. Simply put, it is much easier and in our minds, safer, to stick with “that’s the way we’ve always done it”. And yet, we know that usually, in business, fortune favours the bold; those companies and people who have the courage and vision to push the proverbial envelope, are usually rewarded for that behaviour. So, what does that mean for you? How can you ensure you’re bringing value to your projects, generating new, high quality ideas and moving away from “Business as Usual”? In “Driving Innovation with 20 Questions”, participants will learn a simple, but under-used technique, that ensures that you and your team are driving towards new solutions, while improving project team and operational, performance.

LEARNING OBJECTIVES• Understand the value of innovation in business and project and change management

• Increase the quality of decisions made within your business projects

• Learn a simple technique to drive optimal project results...getting things done cheaper, faster or just better




18

RIGHT JOB, WRONG CULTURE

VENDOR ASSESSMENT & MANAGEMENT

20 VISIO TIPS IN 60 MINUTESRay Mathew, MBA, PMP, CBAP, PSM, LSSGB, Project Manager, JetBlue Airways

Martin Schedlbauer, PhD, CBAP, Director, Northeastern University

Scott Helmers, Partner, Harvard Computing Group

2:30pm - 3:30pm

2:30pm - 3:30pm

1:15pm - 2:15pm COLLABORATE/CREATE

EMBRACE/EMPOWER

ENLIVEN/ENVISION

A Project Manager will sometimes find themselves in a situation with circumstances beyond their control that will cause them to fail. We will highlight some of the signs of a challenging company culture and how a Project Manager can navigate through it. Drawing on real life events, experiences will be shared to illustrate even the most experienced Project Managers can face and overcome adversity.

LEARNING OBJECTIVES• Identifying Signs of an Unhealthy Culture• Increasing the Value of the Project Manager to the Company

• Professional Development of the Project Manager

Most projects require the selection of vendors to provide tools, resources, or parts. In this presentation, attendees will learn how to methodically assess, select and manage vendors. Among the techniques introduced are the 10C model, SWOT analysis and risk management. It will highlight some of the key considerations for cloud vendors, offshore vendors and building relationships through contracts and partnerships.

LEARNING OBJECTIVES• Select vendors using the 10C and SWOT models• Manage vendors• Work with cloud and offshore vendors

Most of us learned Visio by doing: a boss or a colleague said “Can you create an org chart of our division?” or “We need a flowchart of this process. By tomorrow.” or “Fred created this diagram before he left. Can you update it for Monday’s staff meeting?” We make do with what we know, but never had formal training or time to discover better techniques. This session will give you 20 tips and tricks to move you past where you are now and into a world of new features and enhanced productivity. Attendees are not required to bring a laptop to the workshop. However, having Visio on a laptop will allow attendees to follow along with the presenter and try the features he demonstrates.

LEARNING OBJECTIVES• Uncover hidden dialogs, techniques and features in Visio• Learn keyboard shortcuts and ribbon tips that will make you a Visio power user

• Turn Visio diagrams into business intelligence dashboards



INNOVATION AND THE LINK TO CREATIVITY: TO KEEP YOUR MIND NIMBLE FOR WORK AND LIFEMindy Bohannon, BA, Excella, IIBA Washington DC Chapter

2:30pm - 3:30pm ENLIVEN/ENVISION

Innovation and Creativity: the act of bringing the world into existence from nothing. Daily challenges in life constantly beg for inspirational responses and solutions. Creativity allows us to be innovative, to break down these problems, to analyze the situation and discover many solutions for each piece. By “flexing your mind” we can remove mental blocks, stretch the imagination muscles and welcome the unexpected. Life, at home and at work, is destined to get more interesting and fulfilling.

LEARNING OBJECTIVES• Review the Innovator’s five discovery skills • Discuss mental blocks and idea killers that surround us daily

• Exercises to “flex our minds” to demonstrate methods to expand the mental horizon. (Participation is recommended yet optional!)

19


CAN ANYONE DOCUMENT PROCESSES?

HOW TO MANAGE RISK IN AN AGILE WORLD

THE NON-PROFIT PROJECT MANAGER. DO MORE WITH LESS.

Scott Helmers, Partner, Harvard Computing Group

Michael Nollet, PMP, CSM, PMI-ACP, Program Manager, Creating Excellence

Daniel Zweifler, PMP, ITIL, Director/Senior Project Manager, ASPCA

2:30pm - 3:30pm

2:30pm - 3:30pm

2:30pm - 3:30pmENLIVEN/ENVISION

SALON G - H

SALON I - J

It’s easy to create bad process documentation. Do you know how to create process maps that you and your stakeholders can use to communicate more effectively? Come to this session to be part of a lively conversation about mapping techniques, common pitfalls, factors that affect usability of process documentation and the pros and cons of various mapping techniques. You’ll see examples of the good, the bad and the ugly – all with an eye on ensuring that your process documents are examples of the best.

LEARNING OBJECTIVES• Improve communication about processes across your organization

• Leverage proven principles and best practices that make content-rich process maps the focal point of all process knowledge

• Learn from bad examples and see good examples of effective process maps

As Project Managers learn more about Agile and work to manage our projects in an Agile Manner, we shouldn’t lose sight of the classic techniques of Project Management, like risk management. This presentation will discuss project risk management and how to apply what we already know about risk management in an Agile context.

LEARNING OBJECTIVES• Be able to apply a standard definition of risk to both Waterfall and Agile projects and identify appropriate mitigation strategies for each project type

• Identify what types of risks are mitigated by Scrum and which risks are not addressed

• Using the perspectives gained during this session, participants will develop a risk mitigation strategy for their current project.

Good Project Managers know how to balance diplomacy and discretion with candor and clarity to complete projects. But those are the ones who have every resource available to them. Great Projects Managers are able to do the same while using a lot less. The joke in the non-profit world is that you can have it good, cheap, or fast...but you can only pick two. This presentation looks to demystify that adage and show how through creativity, PMs with less can lead successful projects.

LEARNING OBJECTIVES• Learn and compare the challenges faced by non-profit PMs to your experiences.

• Build a complete knowledge base of PM tactics, gleaned from a full spectrum of industries and utilize them in your career

• Identify the similarities and differences in different business industries and how they affect project success

3:45pm - 5:00pm KEYNOTE SESSIONSALON E - F

THE ROBOTS ARE RISING - THE FUTURE OF PROJECTS

Angela Wick, CEO, BA-Squared, LLC

Robotics, Artificial Intelligence and Machine Learning are accelerating quickly in organizations and this means our projects and how we work them IS changing! We need to understand what these changes are all about, the skills you need and the types of problem and opportunities they solve for. Artificial Intelligence capabilities are challenging the very core of how businesses solve problems. In project work, we are at risk for building a solution that is based on the past. We have a BIG impact on determining the direction of our projects. While many core skills remain, they become even more important along with some newer skills. This session will explore what these capabilities are and how they impact the solutions we deliver, what skills we need to develop and how organizations can adapt to this new reality.




20

8:30AM

4:30PM

8:30AM4:30PM

Become an Excel Jockey

Essential SQL FOR Business Analysts

Blueprint for Project Organization Success: 10 Keys to Creating an Effective Project Organization

Stakeholder Management: How Top Performers Drive Relationship and Project Success

The Creative Storm For Project Management Professionals: Unleashing A Pervasive Culture of Innovation

Business Analysis for Intelligent Automation and AI in a Digital World

Exploring Collaborative Games for Requirements

Effective Project Planning - Getting it Right Up Front

Strategic Portfolio Management: Making the Connections

Improving Your Creative and Critical Thinking

Lean Six Sigma for Business Analysts and Project Managers



David Po-Chedley Principal, Cambridge Consulting, Inc.


Nelson Cabral President and Chief Innovation Officer, CABRAL Creative Leadership International Inc.

Angela Wick CEO, BA-Squared, LLC




Vincent Mirabelli Principal, Global Project Synergy Group


WORKSHOP SCHEDULE AT-A-GLANCEAll Workshops run 8:30am to 4:30pm

and include breakfast and lunch.

WEDNESDAY, OCTOBER 17TH

THURSDAY, OCTOBER 18TH

SHAREDPM SKILLS BA SKILLS

ENVISION

SALON I - J

EMBRACE/EMPOWER

SALON G - H

ENLIVEN

ENLIVEN/ENVISION

SALON A - B

SALON I - J

EMBRACE/EMPOWER

SALON G - H

SALON A - B

21


BECOME AN EXCEL JOCKEY

BUSINESS ANALYSIS FOR INTELLIGENT AUTOMATION AND AI IN A DIGITAL WORLD



Excel is the go-to tool for analyzing data. This workshop teaches how to truly leverage Excel. Attendees will learn how to do data manipulation and data analysis with Excels rich power of functions and interactive tools. The workshop will cover tables, sorting, formatting, visualizations, pivot analysis, text parsing, table lookups and linking, searching, filtering, database queries,

multi-dimensional references, what-if analysis and the construction of real models for extensibility. Learning Objectives:• build extensible analysis models with linked tables

• process text, parse fields, analyze text• learn advanced pivot analysis with calculated fields and items

Come discover what the various intelligent automation capabilities are and how they are dramatically changing common business processes and capabilities you are writing requirements for! We will learn about the various artificial intelligence capabilities and how organizations are planning to use them. We will also look at how to align

these capabilities up with business processes and customer journeys and how to determine which ones make sense for your stakeholders. We will also look at the requirements practices new and old, needed to make requirements great in these types of projects.

WORKSHOP DESCRIPTIONS

EFFECTIVE PROJECT PLANNING - GETTING IT RIGHT UP FRONT

Ken Hanley Principal, KTH Program and Project Management Inc.

Never enough time to plan, always enough time to fix mistakes. Rapid development projects, fast track projects? Both excuses for poor and inadequate planning. Our industry is rife with projects that launch without a clear idea of what they’re all about, what their performance measures should be, where the major checkpoints should be during the project execution, who the project stakeholders are and what they need to see, Even the pre-conditions for canceling a bad project - all should be (and rarely are) in place up front. If we do get any time to plan, we usually create disjointed, poorly communicated documents that makes no explicit connections between deliverables, risks and uncertainty, schedules and budgets and

stakeholder expectations. It doesn’t have to be this way. Ken Hanley will lead the group through the creation of a project charter, using a flexible framework that can be applied to any project. Make the connections, open the communication channels and get a good grip on what you’re dealing with before you start to burn money and burn out valuable people.

Learning Objectives• Identify project stakeholders and specifically and deliberately align their interests

• Avoid PM trivia and focus on the real make or break issues

• Build a results-based project plan


WEDNESDAY OCTOBER 17 | 8:30am to 4:30pm

ENVISION

SALON A - B

SALON I - J


22

WORKSHOP DESCRIPTIONSWEDNESDAY OCTOBER 17 | 8:30am to 4:30pm

BLUEPRINT FOR PROJECT ORGANIZATION SUCCESS: 10 KEYS TO CREATING AN EFFECTIVE PROJECT ORGANIZATION

IMPROVING YOUR CREATIVE AND CRITICAL THINKING



Creating a best-in-class project organization requires attention to a number of interdependent factors which, taken together, form the basis for sustainable project success. This workshop is designed to enable participants to understand and apply these factors to achieve ongoing project excellence. Using your own organization self-assessment along with insights gained from peers in similar situations, you will identify specific actions you can take to begin the transition within your organizations.

Learning Objectives• Learn and apply what it takes to build and maintain a successful project organization

• Complete a self-assessment of your own organization against the 10 keys to building a best-in-class project organization and using it to build a plan for implementation in your organization

• How to recognize the signs of success and potential trouble in the project environment

“If nothing changes, then nothing changes”. The world of business and by extension project management and Business Analysis, has changed dramatically in recent years, with new tools, techniques and technologies replacing old, obsolete ones. So why do we cling then to outdated ideas and approaches to problem solving? In “Improving Your Creative and Critical Thinking”, participants will learn how to define a problem, along with several new techniques for lateral thinking and complex problem solving (and a quick revisit to some traditional ones), which will allow them to improve on their decision-making capabilities, through critical thinking, structured reasoning and creative problem analysis. Learn how to balance logic with invention, by understanding

the principles behind critical thinking and the tools used to arrive at the best solution, achieving maximum value for you, your projects and your organization. Learning Objectives• Understand the stages of thought and thinking and the difference between creative and critical thinking

• Apply the decision-making process in both individual circumstances and within a team

• Determine which decision solution is best and how to determine what “best” means for your problem and apply innovation and creativity to the development of your decisions


EMBRACE/EMPOWER

SALON G - H

23


THURSDAY OCTOBER 18 | 8:30am to 4:30pm

THE CREATIVE STORM FOR PROJECT MANAGEMENT PROFESSIONALS: UNLEASHING A PERVASIVE CULTURE OF INNOVATION

Nelson Cabral President and Chief Innovation Officer, CABRAL Creative Leadership International Inc.

With disruptive forces assaulting organizations from every direction, creativity has been labeled the single-most important business attribute. Project Managers now face the reality of managing projects to produce and create faster, cheaper and better. In this entertaining, highly practical and interactive program, Nelson emphasizes that the key is to not fear risk – or change - and draws upon his personal experiences and projects working with Project Managers for over two and a half decades.

Learning Objectives• Ignite more creative breakthroughs and get your team unstuck faster by making small changes to your project management process

• Drive growth and profitability by blowing away the biggest barriers to creativity and innovation in your business

• Out-think, out-perform and out-maneuver the competition using proven practices to maintain an unstoppable and dynamic project team culture

ESSENTIAL SQL FOR BUSINESS ANALYSTS

EXPLORING COLLABORATIVE GAMES FOR REQUIREMENTS



This workshop teaches the key skills for creating effective (and correct) queries in the industry-standard SQL language. It moves from simple one-table queries to multi-table joins. It covers grouping, sorting and filtering plus complex queries with subqueries. Demonstrates how to use aggregation functions for simple analytics. The workshop completes with demonstrations on how

to import data into Excel for further processing and visualization.

Learning Objectives• build complex queries from multiple tables• aggregate results and grouped data for simple analytics

• apply subqueries to simplify complex queries

You have seen the new technique in the BABOK and want to explore it more! We will introduce, discuss and play some collaborative games that will inspire you to work with your stakeholder differently to elicit, analyze and prioritize requirements. Come out and play!

Learning Objectives• Reflect and discuss with others how they can be used in your practices

• Understand what collaborative games are• Explore and play some games and learn by doing!

WEDNESDAY OCTOBER 17 | 8:30am to 4:30pm

ENLIVEN

ENLIVEN/ENVISION

SALON A - B


24

WORKSHOP DESCRIPTIONSTHURSDAY OCTOBER 18 | 8:30am to 4:30pm

STRATEGIC PORTFOLIO MANAGEMENT: MAKING THE CONNECTIONS

STAKEHOLDER MANAGEMENT:HOW TOP PERFORMERS DRIVE RELATIONSHIP AND PROJECTSUCCESS

Ken Hanley Principal KTH Program and Project Management Inc.

David Po-ChedleyPrincipal, Cambridge Consulting, Inc.

No, it’s not enough just to manage your projects well. It’s critical that they be managed effectively within a Strategic Project Portfolio – a living, breathing program of projects that changes quickly and effectively in response to changes in your organization and project environment. Strategic portfolio management demands: • An explicit ‘line of sight’ between all projects in a portfolio and the strategic intent of the organization hosting the projects

• An ability to make explicit tradeoffs between projects and their priorities

• An ability to clearly communicate how the portfolio is put together and how it is managed on an ongoing basis.

With this presentation, learn how to:• effectively guide your organization in selecting (and reselecting and reselecting) projects

• make tradeoffs intelligently: what goes out of the active portfolio when something else has to come on

• recognize and manage project interdependencies within a portfolio.

• align projects within a strategic framework• create and manage an ‘evergreen’ portfolio

Learning Objectives• Effectively guide your organization in selecting (and reselecting and reselecting) projects

• Align projects within a strategic framework• Make tradeoffs intelligently: what goes out of the active portfolio when something else has to come on?

Every project has two critical dimensions: technical performance (i.e., delivering results) and stakeholder management (i.e., managing expectations and relationships). Project stakeholder satisfaction (and project success) are impacted by both what you do and how you do it. This workshop will help you to manage project stakeholders in a way that creates a competitive advantage for you and your organization. The tools, techniques and reminders covered are easy to apply in whole or part so you can immediately use what will work best for each of your project stakeholder relationships. In this highly interactive and engaging workshop, you will have the

opportunity to develop a personalized application plan for use after the workshop, so the practical benefits you enjoy will be both meaningful and immediate.

Learning Objectives• How to anticipate and manage stakeholder problems

• Ways to promote stakeholder involvement, buy in and commitment

• Understand and manage the four dimensions of relationship management


SALON I - J

EMBRACE/EMPOWER

25


LEAN SIX SIGMA FOR BUSINESS ANALYSTS AND PROJECT MANAGERS


If it was easy to improve business and project results, results would always improve. We know in reality, however, that is far from the case. Leaders understand the true power of managing the improvement of critical business results through project teams. That is why they seek to address the most difficult process improvement issues they face through the planning and execution of projects. By extension then, it stands to reason that those involved in those projects, namely Business Analysts and Project Managers, should be trained in a process improvement methodology and there is no better approach to process improvement than Lean Six Sigma. As a discipline with a focus on process improvement which is driven by key measure improvement, the Lean Six Sigma methodology becomes another arrow in your quiver. Though they may seem completely different, you’ll no doubt see that the disciplines of project management, Business Analysis and Lean Six Sigma are, in fact,

complementary. Thousands of companies across the world have discovered the far-reaching benefits of learning and adopting the Lean Six Sigma methodology; through the “Lean Six Sigma for Business Analysts and Project Managers” workshop, you will explore concepts and tools that provide immediate value when applied at all levels of your organization’s projects and operations.

Learning Objectives• Introduction to Lean and Six Sigma improvement strategy, including the history and culture of continuous improvement

• Understand the connections and synergies between project management, Business Analysis and Lean Six Sigma

• Develop strategies, tools, methods and discipline needed to improve process, services and quality to your projects, in the name of adding value to your customer

THURSDAY OCTOBER 18 | 8:30am to 4:30pm

SALON G - H


26

Scrum.orgBased on the principles of Scrum and the Agile Manifesto, Scrum.org provides comprehensive training, assessments, certifications and a community of experts who provide valuable learning materials to improve the profession of software delivery. Throughout the world, our solutions and community of Professional Scrum Trainers empower people and organizations to achieve agility through Scrum. Ken Schwaber, the co-creator of Scrum, founded Scrum.org in 2009 as a global organization, dedicating himself to improving the profession of software delivery by reducing the gaps so the work and work products are dependable. Follow us on Twitter @scrumdotorg and read more from our community of experts on the Scrum.org blog.

Gold Sponsor

PolarisoftAt Polarisoft we help organizations to manage people, processes and financial. Our solution, PPMAnywhere helps IT and business teams optimize projects and portfolios through process driven collaboration. Our simple user experience allows complex organizations to gain comprehensive and accurate views of their prioritized strategic change portfolio, by effectively managing process, people and financials. PPMAnywhere is fully customizable and configurable to meet the needs of both decentralized and centralized teams regardless of location. Come and see us at the Polarisoft Booth to see a live demo of the latest version of PPMAnywhere with: *drag & drop resource management *natural language search *status reports with multi-slide PPT export *aggregated score cards *simple role based user access. For more information visit: www.ppmanywhere.com , or contact Dan Flannery at [email protected]

Silver Sponsor

SignavioSignavio is the next generation of Business Process Management (BPM) trusted by over 1,000 companies worldwide. Signavio Business Transformation Suite is a modern solution designed to leverage the interfaces, devices and working practices of today with the future of your business in mind. The suite consists of three distinct products, Process Manager, Workflow Accelerator and Process Intelligence, in addition to the Collaboration Hub, which integrates with each product and creates a single source of truth. Managing processes, automating workflows and analyzing process-related data has never been easier.

Silver Sponsor

TechnoSolutions CorporationWith over 500 organizations in 51 countries using TopTeam Analyst and Visual Use Case, TechnoSolutions is a leading provider of Requirements Definition and Requirements Management tool that help you leverage industry best practices such as - Use Case Scenarios, User Stories, Automatic Text-to-Diagram Conversion, Automatic Test Case Generation, Business Process Modeling, Screen Mockups, Application Simulation and End-to-End Traceability. Free Trial at: www.TechnoSolutions.com.

Silver Sponsor

Integent LLCIntegent is a project management and Microsoft Project Portfolio Management solution provider committed to improving the project management processes for project teams worldwide. The company was founded in 2009 on the principles of: building long-lasting relationships, exceeding expectations, and providing outstanding customer service.We provide expert services including consulting, planning, implementation, upgrades, migration, and ongoing support. We provide onsite and web-based training i Bronze Sponsor

SPONSORS AND EXHIBITORS

27



28

SPONSORS AND EXHIBITORS

Trisotech.Trisotech is a global leader in digital enterprise solutions, offering innovative and easy-to-use software tools that allow customers to discover, model, analyze and find insights into their digital enterprise. For over a decade, Trisotech has been a driving force in international BPM standards. Some Trisotech executives are members of various committees and technological consortiums working on developing methodologies and standards to help organizations in their digital transformation.

Table Top

Champlain Valley, VT PMI ChapterWe are a volunteer-only non-profit organization serving the Project Management and business community of the Champlain Valley region of Vermont. Chapter activities, meetings, professional programs and educational programs are designed to strengthen project management knowledge and awareness for members and the general public.

Associated Partners

IIBA Albany ChapterThe International Institute of Business Analysis (IIBA) is a not-for-profit organization that serves the growing profession of Business Analysis by maintaining standards for the profession and certifying its practitioners. Whatever your role -- requirements management, systems analysis, Business Analysis, requirements analysis, project management, or consulting, if you are involved in analysis for systems, business or process improvement, IIBA can help you do your job better. The IIBA Albany Capital District chapter is a not-for-profit organization that is strengthening the role of Business Analysts by providing educational, networking and certification opportunities to Upstate New York Business Analysis practitioners. The chapter was formally chartered in November 2008.

Associated Partners

IIBA Greater Boston ChapterServing Massachusetts, Rhode Island, New Hampshire and Maine, the International Institute of Business Analysis (IIBA) Greater Boston Chapter was the first U.S. chapter established in March 2005. We currently have approximately 150 members and are actively seeking to grow this number. Our chapter is one of a rapidly growing international base supported by the overall IIBA organization. The goal of the Greater Boston Chapter is to advance the mission and objectives of the IIBA at the local level and to raise the profile of the Business Analyst role by promoting best practices and standards among like-minded Business Analysis professionals. An integral component of our chapter is ongoing learning and knowledge sharing. This is accomplished through presentations, seminars and activities hosted by the chapter.

Associated Partners

Bryant UniversityBryant’s Executive Development Center provides certificates that address the needs of today’s dynamic, global workforce. Our comprehensive selection incorporates real world experience with industry best-practices-designed to put your skills to immediate use. Our industry-recognized certifications utilize methodologies practiced by business professionals worldwide. We are excited to announce our newest certificate in Cyber Security

Table Top

Northeastern UniversityNortheastern University’s graduate programs in project management are designed to provide students with the practical skills and theoretical concepts they will need to lead complex projects. Featuring real-world experiential learning opportunities, Northeastern’s project management programs present techniques and tools for managing long- and short-term projects, successfully and cost-effectively.

Bronze Sponsor

29


Business Analyst TimesBA Times has become the ultimate destination for the ever-growing Business Analyst community. Our team keeps the site consistently updated with in-depth articles, blogs, whitepapers and webinars, ensuring that BA Times is at the forefront of relevant content surrounding all developments regarding business/systems analysis, Certification, industry events and cutting-edge BA insights. Most importantly, BA Times is committed to the advancement and recognition of the Business Analyst Community.

Media Partners

Project Management TimesProject Times has become the ultimate destination for the ever-growing PM community. Our team keeps the site consistently updated with in-depth articles, blogs, whitepapers, templates and webinars, ensuring that PM Times is at the forefront of relevant content surrounding all developments regarding project management, PMI Certification, industry events and cutting-edge PM insights. Most importantly, PM Times is committed to the advancement and recognition of the PM Community.

Media Partners

PMI Central Mass ChapterPMI Central Massachusetts is a Project Management Center of Excellence where members, corporations, government entities, educational institutions and those just interested in project management come to network, disseminate best practices and standards and grow as professionals. Join us on the second Tuesday of the month to grow as a professional, earn PDUs and make new friends. Also visit our website (pmicmass.org) for upcoming events.

Associated Partners

PMI New Hampshire ChapterThe New Hampshire Chapter of the Project Management Institute (PMI-NH) The NH chapter of PMI enriches the Granite State business community through advancement of the project management profession. Our educational membership meetings, networking, and professional development efforts are tailored to the needs of current and prospective PMPs. For more information on the chapter, its goals, or becoming a member, please visit www.pmi-nh.org.

Associated Partners

Women in Technology InternationalWITI’s mission is to empower women worldwide to achieve unimagined possibilities and transformations through technology, leadership and economic prosperity. With a global network of smart, talented women and a market reach exceeding 2 million, WITI has powerful programs and partnerships that provide connections, resources, opportunities and a supportive environment of women committed to helping each other. Along with its professional association of Networks throughout the U.S. and worldwide, including Hong Kong, Great Britain, Australia and Mexico, WITI delivers value for individuals that work for a company, the government or academia, as well as small business owners. WITI products and services include: Networking, WITI Marketplace, Career Services/Search, National Conferences and Regional Events, Publications and Resources, Small Business Programs, Research, Bulletin Boards and more.

Associated Partners


30

NOTES

31


NOTES

ORLANDO, FLMarch 25 - 27 2019

2019 SPRING SCHEDULE

TORONTO, ON May 27 - 30 2019

WASHINGTON DCApril 29 - May 1 2019

TRANSFORMING BUSINESS EXCELLENCE€¦ · often tasked with managing teams, predicting shifting...

Documents

Transcript of TRANSFORMING BUSINESS EXCELLENCE€¦ · often tasked with managing teams, predicting shifting...