From “Mission” to “Accomplished” Skills for Executing Strategy
November 7, 2008, Baldwin-Wallace, Berea register by 10/27/08
9 am - 4 pm; $349; 6 PDU
Facilitator: Tres Roeder, MBA, PMP
Course description: Change agents are called on every day to execute strategy. In this highly interactive workshop, you will learn practical tools and frameworks for execution of new strategies. This groundbreaking workshop combines unique structural tools with practical insights into people. Course modules combine project management fundamentals and cutting-edge neuroscience with Roeder Consulting's tested frameworks and real-world experience.
You are encouraged to bring a project for discussion and development. During the course, you will develop a pro-active and integrated approach to the key structural and people-related challenges of your project. Also, you will learn methods to ensure that the new strategy “sticks.” Lessons are designed for maximum impact and recall and are combined with team break-outs, group discussions and entertaining and stimulating learning activities. Participants are encouraged to register early. Enrollment is limited.
Powerful tools and frameworks combine with real-world insights to deliver an energetic and educational workshop on execution of strategic change. You will gain an enriched perspective on your project. Your ability to coordinate the structure and people-related challenges of your strategic change management project will increase.
Key Skills Developed
- Transform behavior
- “Hard wire” change into the organization’s daily operations
- Communicate effectively
- Deliver Project Management skills that lead to results
Course Outline:
Our "BOW TIE" methodology incorporates structure and people into a uniform approach to change
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Registration
PM Advanced Forum: Managing Projects in an Agile Environment
November 7, 2008
7:45 am - 11:30 am
$199 NEOPMI Chapter members and ScrumAlliance Chapter members
$250 non members
3 PDU; Baldwin-Wallace, Berea
Panel Members: Neil Pitt, Federal Express; TomSeffernick, KeyBank; Tobias Mayer, Agile Thinking
Course description: Agile methods have grown in application in many leading organizations. This has raised a discussion as to the compatibility of agile and plan-driven project management methodologies. The PM Advanced Forum will begin with Tobias Mayer of AgileThinking discussing the principles and practices of Scrum, including roles, artifacts, meeting and flow. Tobias initiated the Scrum adoption at Yahoo! in 2004 and has since worked at a number of companies as a freelance trainer and consultant, including Verisign, Business Week, Commission Junction and eBay. Following the overview, engage in a panel discussion with practicing PMPs who have integrated traditional project management methodology with agile development. More info...
Agenda:
7:45-8:30 registration, breakfast
8:30-10:30 Introduction to Scrum Principles, Tobias Mayer
10:30-10:45 break
10:45-11:45 How Agile and Project Management Interface, Panel Discussion
Registration
Project Management Knowledge and Processes
November 11, 2008
9 am - 4 pm; $399; 6 PDU; Baldwin-Wallace, Berea
Instructor: Lee Pickler
Course description: Whether you are relatively new to project management or a seasoned professional, this program offers a working knowledge of project management. Designed for the individual growing in this dynamic profession, the course content will broaden horizons and assist in the professional development of the participant. Understanding ethical standards and the disciplines within project management helps the participant contribute more effectively in the work setting.
Learning objectives:
- Identify the principles and processes described in the Guide to the Project Management Body of Knowledge (PMBOK)
- Cite the nine knowledge areas, their processes, the five process groups, and their relationships
- Identify and describe the major tools and techniques described in the PMBOK
- Understand how different organizations integrate the principles of PMBOK into their project management methodologies
- Understand the benefits and requirements of becoming a Project Management Professional (PMP)
Target audience: Persons new to the profession of project management; persons interested in considering a career in project management; those who interface closely with project managers in the course of their work
Course outline:
- Welcome and Introduction to Project Management
- Project Management Professional Certification:
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- The Value of the Certification
- The experience requirements
- Project Management Knowledge areas
- Knowledge areas and Standards:
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- Ethical Standards
- Project Integration Management
- Knowledge areas continued:
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- Scope Management
- Time Management
- Knowledge areas continued:
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- Cost Management
- Quality Management
- Human Resource Management
- Mid Afternoon Break
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- Communications Management
- Risk Management
- Procurement Management
- Closing Remarks
- Benefits of a Career in Project Management and the PMP Certification
Registration
Stakeholder Relationship Management
November 18 & 19, 2008
9 am - 4 pm; $699; 12 PDU; B-W East, Beachwood, OH
Instructor: Josie Lindsay
Course description: How would you like to increase the level of ownership and commitment to project success/results from your key stakeholders? Stakeholder Relationship Management Skills are among the most critical skills for project managers and project team members in organizations today and in the future. (A stakeholder is anyone who can impact the project or be impacted by it, either now or in the future). Identifying key stakeholders, understanding their needs and knowing how they want to be “worked with” is essential to the success of any project.
Projects that are: new; large in scope and impact multiple areas; over budget and/or behind schedule; involves technologies or processes that are new and challenges the status quo; have limited access to the ultimate customer; constrained by limited resources; and deals with situations where project work and rewards are unequally distributed; benefits significantly when the project manager/leader is well grounded in stakeholder management skills. The ultimate goal of Stakeholder Relationship Building is to identify and prioritize the key people you need, information, resources and support from the life cycle of the project and to develop strategies to get their ownership and commitment to successful project outcomes/results.
Learning objectives:
- Understand what stakeholder relationship management is, the benefit, and how it applies to project behavior that drives value driven solutions/results.
- Identify your stakeholder relationship style and how to adjust your style to build more effective stakeholders partnerships.
- Apply a process that will assist in understanding the specific relationship needs of key stakeholders and ways to work with them to achieve desired results.
- Understand the stakeholders life cycle and the focus/implications for each phase of the cycle.
- Use a stakeholder analysis tool that will assist you in understanding the political dynamics of projects that could potentially interfere with the development of effective stakeholder relationships and project success.
- Increase accountability, minimize blame, and help to motivate stakeholders and team members to follow through and deliver on their promises/expectations?
- Apply tools and techniques for working effectively with a stakeholder when the relationship is perceived as being damaged?
Target audience: Project managers, program managers, and business analysts actively involved in project management.
Course outline:
Evolution of Service Philosophies in IS Organizations
- Five phases of service orientations and their relationship implications
Why Stakeholder Relationship Management
- To identify and prioritize the key people you need information resources and support from now and throughout project life cycle
- Identify specific relationship and task needs of each stakeholder
- And target strategies to address them to the mutual benefit of project/desired results
- Identify and manage potential and actual resistance factors
- Understand stakeholders “power” influence and position
- Manage the politics that/stalls or slows down project implementation
- Develop mutual understanding of goals, strategies, expectations up front and revisit/adjust throughout the project.
Managing the Seven Phases of the Stakeholder Relationship Building Cycle
- Entering the relationship and building trust and credibility
- Understanding, clarifying and negotiating expectations
- Supporting/confirming through data collection and analysis
- Recommending/agreeing/committing to a shared direction
- Creating readiness strategy for change/challenges/strengths
- Developing/implementing and assessing results and seizing opportunities for increased levels of value
- Maintaining trust, credibility, and a collaborative climate
Stakeholder Style Inventory
- How do you currently work with stakeholders?
- What are the potential challenges/strengths of your style?
- What style is required to get the desired results in specific situations?
- Ways to keep relationships on track
Building Accountability with Stakeholders and Minimizing Blame
- Eight steps to successful contracting and negotiation partnerships that focus on positive relationships and results
- Common mistakes in making agreements with stakeholders and how to avoid them
- Ensuring clarity of expectations/agreements (both task and relationship
Understanding How to Identify and Address the Specific Relationship and Task Needs of Key Stakeholders
- Learn how to map relationship needs
- Find hidden opportunities/innovative strategies
- Identify political conditions to look out for to develop relationship strategies for each stakeholder and ways to apply them
- Know how to develop and apply and monitor relationship agreements
Influencing Stakeholders and Peers While Maintaining a Positive Relationship
- Techniques for motivating and influencing stakeholders/others
- How to handle knowledgeable, demanding, and intimidating stakeholders
- How to identify, focus and leverage personal agendas
- How to work effectively with disenchanted stakeholders
- How to positively redirect “broken” relationship agreements
Final Simulation to Integrate Relationship Strategies in Day to Day Interactions with Stakeholders and Others
Conflict and Negotiation Skills
November 24, 2008
9 am - 4 pm; $349; 6 PDU; Baldwin-Wallace, Berea
Instructor: K. Kay Potetz
Course Description: Conflict in the workplace can have a negative impact on you, your employees, and your organization’s bottom line. Conflict is inevitable any time two ideas or opinions are trying to occupy the same space. Understanding your own conflict management style and the style of others can support the creation of value added solutions to roadblocks in the workplace. This session will identify the nature of conflict, as well as provide you with conflict management strategies and negotiation tactics intended to create value and save time.
Learning Objectives:
- Understand the functional role conflict can play
- Identify roadblocks to effective resolution
- Develop effective conflict resolution skills
- Gain skills to enhance productivity
Target Audience: This session is for supervisors, managers, and team leaders at all levels of organizations.
Course outline: coming soon

