PMI Metrolina Chapter. May 17, 2016

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1 PMI Metrolina Chapter May 17, 2016

2 Agenda Welcome & Introduction Welcome to newest PMI Metrolina members Congratulations to our newest Credential Holders Volunteer of the Month Corporate & Educational Partners Tonight s Sponsor: CPCC Upcoming Meetings & Events Special Notices from Metrolina and PMI Global Speaker: Dr. Dale Callahan Closing 2

3 Your Facilitator and Board Member Frank Clemente President, Total Systems Education, Ltd. PMP since 2003 BSc, Mathematics VP of Membership Responsible for Chapter Member services such as recruitment and retention, Front Desk, PDU reporting and tracking, managing the Guest Pass Program, VRMS and Volunteering 3

4 Current Open Volunteer Positions Marketing - Dani Social Media Schools and Colleges Innovative Outreach (HAVE YOU SEEN THE VIDEO?) Photographers Programs - Bob Program Directors Metro and Non-Metro Communities Program Chairs 3 Communities 4

5 Our Newest Members BALLANTYNE Edmund Anderson CHARLOTTE Greta Adams Thomas Boyle Fred Chwalek Lisa Cox Mark de la Grange Daniel Donochod Holly Hassen Betty Johnson Elesha Johnson Unithia McGruder Mark McNeill Odawayi Nosike Harold Osborn Eric Pannell Kerwin Scott Ernest Swindell Jennifer Tinder Nancy Weekley CONCORD Avalon Swain FORT MILL Srisailas Muthialu Debora Sorensen HICKORY Lynn Hays HUNTERSVILLE Donna Bergeron Claire Corriher Elias Garcia Vineet Jolly JACKSONVILLE Dennis Barham Jennifer Kelly MONROE Manohar Banala WILMINGTON Kelsey Bartiss Will Breeden Jamie High Mark Weiss Out Of Footprint Lillard Combs Jr. Mark Feldpausch Martial Goeh-Akue Chapter Total 2,023 5 Between 15 Mar and 16 April 2016

6 Our Newest Credential Holder(s) ASHEVILLE Chris Joyner, PMP CHARLOTTE Lisa Cox, PMP Mark de la Grange, PMP Pamela Geer, PMP Melissa Girt, PMP Jo-Anna Seiler, PMP Ammar Zafar, PMP GASTONIA Sheena Horton, PMP WILMINGTON Will Breeden, PMP Member Credential Count Summary Credential Credential Count PMP 1,459 CAPM 24 PMI-ACP 17 PgMP 13 PMI-RMP 9 PMI-SP 3 PMI-PBA 3 PfMP 1 Total 1,529 6 *Between 17 April and 16 May 2016

Volunteer of the Month: Lou Ramos Colonel Lou Ramos, USAF (Retired), is the President/CEO of Value Enterprise Solutions, Inc. A VA Verified Service Disabled Veteran Owned Small Business.

7 Volunteer of the Month: Lou Ramos Colonel Lou Ramos, USAF (Retired), is the President/CEO of Value Enterprise Solutions, Inc. A VA Verified Service Disabled Veteran Owned Small Business. The core competencies of Value Enterprise Solutions, Inc. include Information Technology Services; Professional Training; and Distribution of Promotional Products. Lou is a PMP and a very active member of our Metrolina Chapter of PMI. He is an Air Force Liaison Volunteer focused on providing Air Force personnel information on PMI, certifications, and the Metrolina Chapter. He holds a MA in Business Administration and Management and a BSc in Chemical Engineering. Lou and his spouse are from Puerto Rico, and they have three children and six grandchildren. 7

8 Corporate & Educational Partners

9 Tonight s Meeting Sponsor 9

10 Upcoming Meetings May 19 Concord Community Meeting Stefanie Young: Managing Green Solutions May 21 Wilmington Community Meeting Meg Tadlock & Alison Baringer May 23 Huntersville Community Meeting Nancy Amert May 26 Hickory Community Meeting Norma Stilwell June 4 Mooresville Volunteer Event: Habitat for Humanity June 6 Gastonia TBD June 7 Ballantyne Bob Park: Your Chapter, Your Needs June 7 Fort Mill TBD June 8 Monroe Bob Park: Your Chapter, Your Needs June 9 WLKN Bob Park: Your Chapter, Your Needs June 11 Ballantyne Volunteer Event: Plant-A-Row for the Hungry Garden! June 11 Fayetteville Volunteer Event: Habitat for Humanity June 16 Concord Bob Park: Your Chapter, Your Needs June 18 Wilmington Lloyd Stalls: Engineering Projects at Duke Energy June 21 Chapter Meeting Chip Scholz: Clear Conduct June 23 Hickory Chris Bolick: Lessons Learned from Lowe's Construction Projects June 25 Asheville Volunteer Event: MANNA Packs for Kids, MANNA Food Bank June 27 Huntersville TBD 10

11 Upcoming Events June Professional Development UNC Charlotte Center City Knock it Out of the Park! June 27 Bubble Charlotte Project Management Job Fair June 30 PMI Information Systems & Technology Symposium 2016 Virtual 11

12 Upcoming Events May 21 Loaves and Fishes Volunteer Event 12

13 PDD 2016 June 18 th 1 Registration is open. Keynotes: Karen Shearer Dunn Peter Popovich Richard Morreale 5 Tracks Track 1: Agile Project Management sponsored by Agile Pi Track 2: Leadership sponsored by UNCC Extended Academic Programs. Track 3: Technical Track 4: Strategic & Business Management sponsored by CPCC. Track 5: Portfolio & Program Management sponsored by CommNet 13

14 Special Notice from PMBOK 6 th Edition is currently being reviewed Scheduled release - 4 th quarter 2017 PMP and CAPM Exams will change 1 st q,

15 Presenter: Dr. Dale Callahan Director & faculty of the graduate program in Engineering Management at the University of Alabama at Birmingham. Engineering professional in the telecommunications, automation, software development and project management industries. An author & presenter, Dale helps invigorate careers that have gone stale by teaching how to find the right career path and win. He lives in Birmingham, Alabama with his wife Lea. He has four children and two grandchildren. 15

16 Becoming a Company of One Dale Callahan, PhD, PE UAB Engineering Management dcallahan@uab.edu LinkedIn Blog/Podcast

17 Slides More information at dalecallahan.com/coo

22 Realization #1 I am a Company

24 Goods and services Walmart COMPANY You CUSTOMER $ Business Model

25 services YOU COMPANY Your Employer CUSTOMER $ Employment Model

26 Four Roles of any Business Operations Marketing Financial Research

27 Realization #2 Companies have Brands

32 Everything we say and do brands us. CMO, American IP

33 TGIF

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

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

36 Who is going to be late?

37 How do others see YOU? What is YOUR brand?

38 Without corrective action brands last a long time!

39 Realization #3 Companies survive and thrive by serving their customers

40 1. Who are my customers?

41 2. What do my customers value? i.e. what causes pain.

42 3. How can I communicate value to my customers?

43 Example of Finding Your Number MeRevenue ($250,500) - Salary and benefits ($70,000 x 1.25 = $87,500) MeProfit ($163, Value you bring) Therefore I bring $163,000 annually to the company!

44 Your company Your brand Your customers

45 Your unlimited income!

47 Learn how. Find Your Calling Increase your income by $25,000 Maximize growth in your company dalecallahan.com/coo

50 Connect LINKEDIN: BLOG/Podcast:

51 Information Engineering Management UAB IEM or

52 Passions to Profit

53 Don t Die in your Cube Podcast

54 CEO Direction Where are we going and why?

55 You are a Company of One You determine who you serve and how You determine you own WHY

56 CFO Financial Paying Bills Managing Income Documenting Reporting

57 CRO Research Risk and Opportunity Awareness

61 $

62 You are the CEO of Your Company of One!

63 CEO Direction Where are we going and why?

64 THANK YOU! Have a safe trip home, a great month, and we hope to see you June 17th!

65 Board of Director Member Bios (Not Part of the Presentation)

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

66 Your Facilitator and Board Member Jennifer Baker Portfolio Manager, Duke Energy PMP since 2004 PgMP since 2009 PfMP since 2014 ITIL, BRMP Six Sigma Master Black Belt MSc, Project Management President, PMI Metrolina Chief Executive Officer for the Chapter and of the Board, and performs such duties as are customary for presiding officers, including making all required appointments with the approval of the Board. 66

Your Facilitator and Board Member Craig Marek Program Manager, TIAA PMP since 2004 PgMP since 2014 MSc, Project Management VP of Administration Keeps the records

67 Your Facilitator and Board Member Craig Marek Program Manager, TIAA PMP since 2004 PgMP since 2014 MSc, Project Management VP of Administration Keeps the records of all business meetings of the Chapter and meetings of the Board. This also includes internal process documentation and maintenance and governance of the Chapter. 67

Your Facilitator and Board Member John Rush IV Project Manager, Katalyst Network Group PMP since 2013 PBA since 2015 MBA, Finance & Accounting VP

68 Your Facilitator and Board Member John Rush IV Project Manager, Katalyst Network Group PMP since 2013 PBA since 2015 MBA, Finance & Accounting VP of Finance Chief Financial Officer and Treasurer for the Chapter and oversees the management of funds for duly authorized purposes of the Chapter. 68

Your Facilitator and Board Member Dani Beckman Sr Project Manager at Wells Fargo through Apex PMP since 2014 MSc, Project Management VP of Marketing Responsible for Chapter communications including

69 Your Facilitator and Board Member Dani Beckman Sr Project Manager at Wells Fargo through Apex PMP since 2014 MSc, Project Management VP of Marketing Responsible for Chapter communications including the chapter newsletter, website updates, social media, and other Chapter publications, This also includes securing Corporate Partnerships and Sponsorships and promoting the Chapter within the Communities that we serve. 69

70 Your Facilitator and Board Member Doug Harrington, Jr. Enterprise Project Manager, Duke Energy PMP since 2014 BA, Industrial Relations & Business VP of Professional Development Responsible for professional education programs to include PMP certification preparation classes, Saturday PDU classes, and Professional Development Day. 70

71 Your Facilitator and Board Member Robert Bob Park Sr. Project Manager, Novant Health PMP since 2010 Six Sigma Black Belt MBA, Operations Management VP of Programs Responsible for the development, scheduling and coordination of chapter and community meetings including developing the chapter meeting agenda, coordinating meeting schedules, and locating speakers. 71

Chapter President JENNIFER BAKER, PfMP, PgMP, PMP

Chapter President JENNIFER BAKER, PfMP, PgMP, PMP The candidates that submitted to be considered for the Board of Directors position with the PMI Metrolina chapter are listed below. Please review the biographies that are listed in preparation for the