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PMI California Inland Empire Chapter Temecula Monthly Dinner Meeting Tuesday, January 27, 2015

Tuesday, January 27, 2015. 5:30-6:00 Check-In & Networking 6:00-6:45 Dinner 6:50-7:00 Break & Speaker Presentation Setup 7:00-7:50 Speaker Presentation

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Page 1: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMICalifornia Inland Empire Chapter Temecula

Monthly Dinner Meeting

Tuesday, January 27, 2015

Page 2: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

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5:30-6:00 Check-In & Networking 6:00-6:45 Dinner 6:50-7:00 Break & Speaker Presentation Setup 7:00-7:50 Speaker Presentation Part 1 7:50-8:00 Break 8:00-8:50 Speaker Presentation Part 2 8:50-9:00 Wrap-Up & Raffle 9:00-9:30 Networking

Agenda

Page 3: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

New BOD members◦Bill Parris, V.P. of Professional Development

◦Dr. Clifton Massingale, V.P. of Programs

◦Greg Hood, V.P. of Marketing and Public Relations

President’s Chapter Update

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Page 4: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

2015 Strategic Goals1. Identify and Promote Member /Chapter Value2. Develop Volunteer Depth and Breadth3. Increase Membership Retention by 10%4. Maintain Financial Stability to support PMICIE Goals

President’s Chapter Update

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Page 5: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMO Symposium 2014 November 16-19, Miami Beach, Fl

Talent Management

◦Keynote Speakers

◦Breakout sessions

◦ Learning Excursions

◦Networking

President’s Chapter Update

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Page 6: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

“Acquiring and Retaining Exceptional Talent is key to PMO Success”◦ Theo Bell

Skills (Must be competent) ◦ Knowledge, experience, practice◦ Competency Framework - See PMI’s “Competency

Development Framework” publication◦Where do we acquire competencies?

70% experience 20 % informal learning (others, mentoring) 10% formal education

PMO Symposium 2014

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Page 7: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Something to “gut check” but not everything Ask questions such as their specifics on the

project, not how great the project was Ask them to rate their own skill level and how

they arrived at that score. Then ask “What makes an 8, a 4?”

PMO Symposium 2014

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Page 8: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Consider their fit to your Culture (Must be considered with respect to retention)

Ask people who they admire. Their answer will provide clues as to their values and what they want to be.

Soft Skills - Hard to teach in a short time: integrity, work ethics, leadership, commitment (a strong word), manners

Make people aware of the existing culture

PMO Symposium 2014

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Page 9: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Retention◦Assign your team members to a mentor

Why do employees quit?◦Not providing the opportunities up the career ladder

Invest in your talent◦ “The only thing worse than training employees and losing

them is to not train them and keep them.” - Zig

Ziglar

PMO Symposium 2014

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Page 10: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

“Strategy: Creating and Sustaining Competitive Advantage”◦Dr. Michael E. Porter, Harvard Business School

What is the best car? Need to deliver unique value because you

can't meet the needs of everyone Strategies are not goals. Strategy is a way to

achieve the goal

PMO Symposium 2014

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Page 11: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMO Symposium 2014

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Page 12: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMO Symposium 2014

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Page 13: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMO Symposium 2014

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Page 14: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

The essence of strategy is choices Move towards a "Positive Sum Competition”

PMO Symposium 2014

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Page 15: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

“It's all about the people“◦ Teresa A. Knudson, Mayo Clinic

See Pulse of the Profession for stats on talent mgmt Learn and enhance the skills of your people Recognize the importance of people

PMO Symposium 2014

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Page 16: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Talent categories◦ Executive sponsors: accountable for overall project success,

provide necessary resources◦Managers/supervisors: Influence employees, peers,

colleagues, provide necessary resources and functional staff◦ Stakeholders: Provide input, ideas, recommendations,

influence people◦ Customers: provide VOC and influence other customers◦ PM and teams: Understand business needs, utilize PPM

best practices

PMO Symposium 2014

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Page 17: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Consider classes for project managers, executives and everyone in the organization

PMO Symposium 2014

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Page 18: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMO Symposium 2014

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Page 19: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Career path

PMO Symposium 2014

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Page 20: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Self Development

PMO Symposium 2014

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Page 21: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

“Retaining Top PMO Talent when you have no authority”◦ Tim Wasserman, Program Director, Stanford Advanced

Project Management and Chief Learning officer

PMO Symposium 2014

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Page 22: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Many people not engaged in their jobs How do you become a talent magnet? It starts with ideation…

Strategic Execution Framework

PMO Symposium 2014

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Page 23: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMO Symposium 2014

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Page 24: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Ideation◦ What is the PMO elevator pitch?

The Nature Domain◦ The PMO culture should align with the organization's culture

The Vision Domain◦ Goals and Metrics / strategy

The Engagement Domain◦ Connect/make understood what the relationship of strategy is to

portfolio The Synthesis Domain◦ Program, project, rights roles and competencies

The Transition Domain◦ Completing projects and handed over to operations

PMO Symposium 2014

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Page 25: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Talent Model Targeted recruiting and hiring◦ What is the individual passionate about?

Achievement◦ Provide ongoing coaching and feedback

Learning and professional growth◦ WIIFM: Learn new skills, obtain industry endorsements, Set goals,

establish a plan, revisit regularly Ensuring recognition◦ One fits one (not all), Group vs. individual

Nurturing career development◦ Foundational, Rotational, Transformational

Team collaboration◦ On boarding new members, Celebrating success

PMO Symposium 2014

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Page 26: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Closing Keynote – “Lead Smart”◦ Jason Young

What drives performance?◦ Teamwork!

Remove the people tension! When stress is high, go out and find people doing

things right Be positive Go from mad to glad, stressed to blessed

PMO Symposium 2014

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Page 27: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Southwest Airlines◦ Flight attendants – Search YouTube◦ Even Pilots…

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Page 28: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Culture drives Teamwork! Culturetopia = High performance and high fulfillment Values drives culture

Make attitude a performance criteria in a service industry

Link behavior to desired outcome. (e.g. If you do this, you can qualify for that)

Servant Leadership: Get out of the way and let people do their work

PMO Symposium 2014

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Page 29: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

6 things (Leadership Best Practices)1. Clearly defined expectations2. Provide the tools and training to ensure success3. Get people doing what they do best ("soar with your

strengths" by Don Clifton)4. Give frequent recognition and praise5. Show care and concern for all employees6. Encourage continuous learning and development

PMO Symposium 2014

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Page 30: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Accountability◦ Take responsibility… which leads to more empowerment

and influence Don't be the victim/blame◦Be the owner/control

Accountability leads to Freedom & Success

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Page 31: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

PMICIE Member Benefit◦ Presentations will be posted to the PMICIE website under

the Resources Menu > PMO Symposium 2014

PMO Symposium Agenda can be found here:https://www.magtogo.com/public/webview?product_id=pmo2014

PMO Symposium 2014

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Page 32: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Volunteering has some unique benefits:

◦Build relationships with your fellow volunteers.

◦ Chapter Sponsored volunteer Leadership training ($).

◦After 90 days of service you receive a framed certificate and PMI coffee mug.

◦ Experience gained from working with a non-profit on very unique and challenging projects and activities

◦Opportunity to improve existing skills or obtain new skills and obtain extremely valuable real-life experience

◦ PDUs, PDUs, PDUs…

Volunteer Today!

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Page 33: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Programs Director◦Average Hrs per month = 10, Yearly PDUs = 15

Responsibilities◦ Coordinate all activities for one of the monthly dinner

meetings ◦ Invite key influencers from industry to participate in

community events ◦ Plan, coordinate and publicize special events and chapter

social networking events

Open Volunteer Service Positions

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Page 34: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Social Media Director◦Average Hrs per month = 2-3, Yearly PDUs = 15

Responsibilities◦ Post upcoming dinner meeting information on social media

websites◦ Post upcoming PMP prep training information on social

media websites◦Repost relevant PM blogs on social media websites

Open Volunteer Service Positions

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Page 35: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Start, Build, and Advance

We will submit PDUs for members that pre - register and attend meetings!

Members Helping Members

◦ Update your myPMI profile

◦ Download PMBOK for searchable study aid

2015 Membership Overview

Page 36: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Lisa Alcindor Luis Angulo Octavio Ochoa Betancourt Shannon Burndred Richard Castillo Dhara Jani Jered Klepitch Kayla LeBoeuf Mark Lwin Toivo Maki Lori McMahon Thomas Reyes Michelle Saykally Aaron Strasburg Court Wainwright Joseph Willard

Sheere Bishop Kelley Blosser Annette Culpepper Daniel Davis Carolina Diaz Garcia William Gomez II Fred Hartfiel Melissa Torna Roselyn Werth

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New Members

Brandon Cales Glen Clement Carmen Cun Justin Diehl Eric Hernandez Anthony Herrick Alfonso C Reyna Jesse Saltzman

October November December

Page 37: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

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New Credentials

208 of our 358 members (58%) hold PMI Credentials

October November December

Marianela Alvarez, PMP Joe Becker, PMP S. Dulan, PMP William Gomez II, PMP

Robert Benson, CAPM Kathy Dawson, PMP Vanessa Gong, PMP Mark Lwin, PMP Elizabeth Perez, PMP Prasad Mahale, PMP Lisa Martinez, PMP

Edward Valdez, PMI-ACP Cassie Wright Jr., PMP

Page 38: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Name?

Company?

Opportunity Available?

• Name• Title

• Type/Title• Full/Part Time• Location

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Opportunities Available

• First• Last

Page 39: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Name?

Experience?

Opportunity Sought?

• Education• Certification

• Type/Title• Full/Part Time• Location

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Members In Transition

• First• Last

Page 40: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

New to our chapter?

Where do you work?

PM Experience

• First• Last

• Title• Type of work

• Education• Certification

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New Guests

Page 41: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Contact: Bill ParrisV.P. of Professional [email protected]

Certification Readiness AssessmentProject Management ExperienceProject Management Formal Education/Contact HoursCertification Readiness Gap Analysis

Certification Preparation In-Class Certification Preparation CoursesOn-Line Certification Preparation Courses and PodcastsCertification Exam Question Simulators

Certification Application GuidanceFilling Out the Certification ApplicationGuidelines for Certification Application AuditsPost-Certification Continuing Certification Requirements

A comprehensive campaign to assist project management team members obtain their professional credentials and certifications

Recognized by PMI Global Operations in PMI Today magazine

CIE Certify Me Campaign

Page 42: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

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3-Day CAPM/PMP Exam Prep Workshop

3-Day Live Instruction Designed to help you pass the

CAPM/PMP 35 Contact Hours/PDUs Earn your credential to eliminate

doubt with employers Location: Pomona, CA

$ET YOURSELF APART!

INCREA$E YOUR EARNING POTENTIAL

Your name

FEBRUARY 19, 20, 21, 2015

Contact: Ken DenningProfessional Development [email protected]

Page 43: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

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Two-Day CSM Workshop

$ET YOURSELF APART!

INCREA$E YOUR EARNING POTENTIALCONTACT: Ken Denning, Professional Development Director951-751-1653, [email protected]

2-day Live Instruction Designed to certify you as an Agile

Scrum Master 16 Contact Hours/PDUs Earn your credential to eliminate doubt

with employers Location: Pomona, CA

Q1 2015

Page 44: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

Tuesday, February 17, 2015 – 5:30 PM ◦ 2-PDU Event!!! Rancho Dinner Meeting

‘Organizational Agility through Project Management’ ‘The EVM + AGILE Anthology’

Presented by Mr. Ray Stratton, PMP, EVP

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Upcoming PMICIE Chapter Events

Page 45: Tuesday, January 27, 2015.  5:30-6:00 Check-In & Networking  6:00-6:45 Dinner  6:50-7:00 Break & Speaker Presentation Setup  7:00-7:50 Speaker Presentation

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TONIGHT’S SPEAKER

Ms. Sarita Maybin, MATopic: Stakeholder Engagement

Title: ‘How to Maintain High-Touch Relationships inHigh-Tech Times’

PMICIE Chapter Temecula

2 PDU Dinner

www.pmicie.orgfor more

information