PMI Metrolina Chapter January 19, 2016

Chapter Meeting Agenda

• Welcome & Introduction • Welcome to newest PMI Metrolina members • Congratulations to our newest Credential Holders • Volunteer of the Month – Our 2015 Volunteers • Corporate Partnership - UNCC • PDU Opportunities & Upcoming Events • Volunteer Opportunities • State of the Chapter • Speaker Presentation – Don Fleetwood • Closing

Welcome!

Our Newest Members Sandra Walsh

Andrea Barberi

Carmen L. Childers

James Ezelle Dauenhauer

Ray Baker

Michael Chando

Charlene G. Cunningham

Jennifer Adelman

Trent Guild

Danyall L. Mcdowell

Cheri Cooley

Keri Carver

Siegfried Pekpe

David Szabo

Leela Venkatasatish Kolla

Diana Register

Mark Curran

Angela Funchess

Meghana Kulkarni

Snehal More

Vijayalakshmi Godihalmallareddy

Ian Halfpenny

Hugo P. Rooney

Diane Wasilisian

K Brown

John S Mcelvenny

Kelly Meyer

Sandra Lynn Preston

Dustin Draughon

Jesseca Keller

Amanda Cotter

Jhaymee W Heinlein

Kelli G. Harty

Lewanna Monds

David Starkes

Terry R. Anderson

Robert Sanderson

Bill Battaile

Michael Dixon

Melissa Hadzikadic

Christy D. Allen

Fiona Mcallister

La-tasha Mcknight

Kristin Mink

Martin J Owens

Gopi Sham

Daralyn Vauters

Everette Hale

Kyrsten Shapiro

Brian Gibson

Sharon Bramley

Michael Loveland

Christopher D Gazjuk

Wendy Karably

Edward Hall

Chris Leonard

Jennie Hale

Scott Evarts

Heather M Harman

Edward Anthony Maciejewski

Lee E. Dempsey

Dean Blanton

Delletta Roberts

Oluwajoba Adekanmbi

Thomas Morris

Linda Rooney

Jessica Stewart

Jeffrey Voncannon

Mark Moser

Martha Russell

Barroni Tomlinson

Martin Voight

Matt Burroughs

Chris Joyner

Marva Roberts

Travis Palmer

Danielle Alling

Dayna Mccraw

Shannon Mckenzie-hagen

William Miles

Sharon Rose

Stephen Ermish

Lisa Noyes

Nyron Ramsingh

Peter Roy

Jeanne E. Dorle

Gabriel Negrea

Ryan Emerson

Patrick Laatsch

Allison Ince

Tonii Coleman

Jonathan Tillery

Michael Cephus Jr

Tammy E Williams

Jayesh Lalloo

Michele Ricoma

Kristen Wood

Kevin Murray

Ioana Cantave

Juanita J. Harris

Heidi Schmidt

Frederick Y Cosby

Raymona Teague

Our Newest Credential Holders • CAPM

▫ Michael Loveland

• PgMP ▫ Richard Marc Fretwell

• PMP ▫ Pavithran Sathyanaray ▫ Ashley Vance ▫ Debra Bivens ▫ Kerri Carver ▫ Wanda Thomas ▫ Mario Aullet ▫ Martin Voight ▫ Paula Shambach ▫ Otelia Hudson ▫ Jayesh Lalloo ▫ Kelly Meyer ▫ Aaron Rodgers ▫ Marquis Kenion ▫ Bobby Bitton ▫ Angel Jordan

▫ Nathan Schoch ▫ Magbor Akat ▫ Alyssa Cummins ▫ Marva Roberts ▫ Mary Culbertson ▫ Paula Miller ▫ Dustin Draghon ▫ Raymond Whinna ▫ Ashley Marchman ▫ Suzanne Cooper ▫ Susan Johnson ▫ Andy Stalder ▫ Noha Bailey ▫ Jennifer Cichonski ▫ Tammy Williams ▫ Elizabeth Maddrey ▫ Jessica Thomas ▫ Travis Palmer ▫ Melissa Rolle ▫ Tamisha Jones

▫ Jonathan Rutherford ▫ Margaret Murphy ▫ Christine Gaddy ▫ Ronit Goldman ▫ Cynthia McGowan ▫ Edwin Anthuvan ▫ Yuriy Crimi ▫ Ray Young ▫ Christopher Howard ▫ John Bates ▫ Mike Shaughness ▫ Olubunmi Akingbade ▫ Erika Oliver ▫ Chad Hamman ▫ Steven Cady ▫ Rickita Norman ▫ L Navarez

Volunteers of the Month

• Join us for one of our certificate programs: • Project Management Certificate

• Business Process Management Certificate

• Business Analysis Certificate

• PMP Exam Prep

• Online Information Sessions available for all Certificates

• Join us for one of our certificate programs: • Take courses at your own pace

• Take courses in the order that you wish

• Take any of the courses without working toward a certificate

• All courses in the Project Management Certificate program offer a 15% discount to PMI members

• Get PDU Credit While Earning a Lean Six Sigma Certification

• Lean Six Sigma Certifications Offered this Spring: • Lean Six Sigma White Belt Certification (2-hour, online course)

• Lean Six Sigma Green Belt Certification (one-week course)

• Lean Six Sigma Black Belt Certification (2-week course, 1-week per month)

• Lean Six Sigma Master Black Belt Certification (1-week course)

PDU Opportunities • January 21 – Concord , Sylvester Johnson: Portfolio Management • January 23 – Fayetteville , 2016 Planning Meeting • January 25 – Huntersville , Ta-Tianna Nealy: Risk Management & the RMP Credential • January 28 – Hickory , 2016 Planning Meeting • January 30 – PMP Prep Class begins

• February 2 – Ballantyne , Betsy Kauffman – Agile • February 2 – Fort Mill • February 4 – Mooresville , Ta-Tianna Nealy: Risk Management & the RMP Credential • February 6 – Saturday PDU. PMI-PBA In Action!! • February 6 – Jacksonville , Tom Wolfe : OUT OF UNIFORM • February 8 – Skillfest • February 10 - Monroe, Betsy Kauffman – Agile • February 11 – WLKN • February 13 – Wilkesboro, Jon Quigley: Risk Management Workshop • February 15 – Asheville, Kim Roberts: Human Society Safety Net Program • February 16 - Metro Charlotte , Joe Topinka: Partnering with the Business is more than a

State of Mind

Upcoming Events

• March 16th: Communication and Collaboration: The Keys to Success in Today's Project Management Environment with Lee Lambert. 8 PDUs (4 Technical, 2 Leadership, 2 Strategic). This session is normally $499.00. PMI Metrolina Chapter members will get a $200 discount until January 20th by using promo code 2016.

• Lee Lambert is a PMI Fellow and an internationally recognized speaker in the field of project management.

Upcoming Events

• The Profile Building Saturday PDU Workshop sold out in less than 3 hours and had a wait list longer than the number of seats the venue could hold. We are working to schedule this session again.

• The webinar “A Project Management Maturity Study” had 148 attendees with more than 50 requests to watch a recording or see the slides. Since the event was not recorded, we will we doing the session again. The slides will be posted on the chapter website.

Volunteer Opportunities

• VP of Programs • Comptroller • Military Liaison Director • Chapter Secretary • Chamber of Commerce Liaison • Corporate Partnership Team (2) • Professional Development Day Team (15) • Chapter Photographer (2) • Ballantyne Co-Leader (2) • West Lake Norman Co-Leader • Monroe Co-Leader • Study Group Chair • Book Club Facilitator

2016 Board of Directors

Doug Harrington, PMP VP Professional

Development

John Rush, PMP, PMI-PBA VP Finance

Frank Clemente, PMP VP Membership

Craig Marek, PgMP, PMP VP Administration &

Governance

Tonya Brown, PMP Past President

Jennifer Baker, PfMP, PgMP, PMP President

Dani Beckman, PMP VP Marketing

Open VP Programs

State of the Chapter – 2015

• 2 Scholarships Awarded

• 4 Certification Prep Classes

• 13 Community Service Events

• 17 Professional Development Sessions

• Professional Development Day Sold Out

• 127 Community Meetings across 15 locations

• 30th Anniversary Celebration

• 2015 Chapter of the Year

Members of the PMI Metrolina Board of Directors between 2014 to present: Dwayne Chapital, Jessica LaGoy, Jennifer Baker, David Offenkrantz, Tonya

Brown, David Gadalla, Dani Beckman, Ronda Elsea, John Rush and Tom Gray

State of the Chapter - 2016

• Total Current Assets $146,384.72

• Total Current Liabilities $4,393.06

Financial Notes:

• We have more than one year of operating income in the bank.

• We were able to modify our banking relationship and reduce credit card fees by more than 50%.

• We obtained a rewards credit card for the chapter to utilize those rewards to reduce chapter expenses.

State of the Chapter - 2016

• Offer PMP Prep in virtual format for non-metro communities.

• Offer PMI-RMP and PMI-ACP prep classes. • Increase professional development

opportunities across the state with both in person and virtual formats.

• Refine the Book Club and Mentorship programs • Improve volunteer training • Further develop chapter awards and

scholarships

Don Fleetwood

Don Fleetwood is the General Manager of Project Controls for Generation and Transmission at Duke Energy. He has more than 30 years of experience in Project Management, Project Controls, Construction, and Contracts Administration. Other work experience includes Bechtel, SNC Lavalin, Portland General Electric, and Nextera Energy.

PROJECT CONTROLS

Regulated Environments

90% of Project Management

is Project Controls

Project Controls is the information booth of a Project. Our charter is to absorb and gather project data from multiple internal and external sources, refine it, filter it and ultimately communicate our analysis of it in a clear and concise manner to various audiences.

What is Project Controls?

The Regulated Environment - Comparisons

FINANCIAL HEALTHCARE ENERGY

The Regulated Environment - Comparisons

FINANCIAL HEALTHCARE ENERGY

Regulated by state and federal governments.

Regulated by state and federal governments.

Regulated by state and federal governments.

The Regulated Environment - Comparisons

FINANCIAL HEALTHCARE ENERGY

Regulated by state and federal governments.

Regulated by state and federal governments.

Regulated by state and federal governments.

Projects routinely include infrastructure investment and

compliance fulfillment.

Projects routinely include infrastructure investment and

compliance fulfillment.

Projects routinely include infrastructure investment and

compliance fulfillment.

The Regulated Environment - Comparisons

FINANCIAL HEALTHCARE ENERGY

Regulated by state and federal governments.

Regulated by state and federal governments.

Regulated by state and federal governments.

Projects routinely include infrastructure investment and

compliance fulfillment.

Projects routinely include infrastructure investment and

compliance fulfillment.

Projects routinely include infrastructure investment and

compliance fulfillment.

The state of NC requires that projects such as the 5 new solar power plants must be reported

to the state with documentation such as cost and schedule estimations with project

milestones.

HIPPA changes to the security rules for storing or transferring

patient information comply with national standards.

OCR/HHS expected to see compliance information from the projects including delivery dates with any variances to the

scope or schedule.

In 2015, the OCC changed requirements for loans in areas

having special flood hazards. These changes required system and documentation changes in multiple loan programs by the

required compliance date. Progress on project delivery had

to be reported with any variances to the scope and

schedule.

• Who are we?

• What we do not want to be?

• Where we do not want our Projects to go?

• How we add value?

• How can we bring a different approach to what we do?

Project Control Roadmap

Decide to do it DIFFERENTLY going forward

. . .Reporters of expenditures

. . .Reporters of budget variances

. . .Reporters of progress

. . .Reporters of schedule variances

. . .Reporters of scope changes

We are Reporters

Project Controls Current State?

We are. . .

Who we do not want to be…

Project Controls

Project Manager

Where we do not want to be. . .

Project Controls Future State

(Adding Value)

• The Power of a QUALITY Original Estimate

• Baseline for Scope Changes

• Cost Certainty

• Long Range Planning for the Enterprise

ACCURATE ESTIMATING

• Well vetted Baseline Schedule

• Resource Loaded and “Budget Based”

• Accurate Progress Measurement

• Earned Value

PLANNING & SCHEDULING

Project Controls Future State

(Adding Value)

• Set up a sound Cost / Work Breakdown Structure

• Establish metrics in place early

• Use all available data input

• Accurate and timely forecasting

PROJECT COST CONTROL

Project Controls Future State

(Adding Value)

• Get involved early in the process

• Provide guidance for customized PC deliverables

• Accurate progress measurement

• Earned Value

CONTRACT ADMINISTRATION

Project Controls Future State

(Adding Value)

Project Control Leadership

Project Control Excellence

Project Controls “FACTS”

Can I explain Cost & Schedule Variances?

Have any Fundamental Assumptions changed?

Have I considered all Risk Items?

What are the trends & run rates telling me?

Am I in Alignment with key Stakeholders?

What does my analysis tell me about the Plan’s Realism?

• Become an active business partner and conscience of the organization

• Deliver transparent, timely, and accurate project information

• Challenge conventional wisdom with a healthy sense of skepticism

• Drive project certainty at the earliest possible opportunity

Takeaways / Questions

Door Prizes

• PMI Metrolina Volunteer T-Shirts

• PMI Metrolina 30th Anniversary Pad Folios

• Starship Concert Tickets at the Cabarrus Arena