Panel Discussion: Project Approval Processes
PMI-NEW October Monthly Event
Formal approval processes enable an organization to make conscious decisions about the projects that will be executed and to allocate an appropriate level of funding to complete the work. Every company follows a different process and uses a different governance model to oversee the process.
At our October chapter meeting, a 3-member panel from local companies will answer questions and share information about their company’s project approval processes, and our session will be moderated by a member of our PMI-NEW chapter who will share perspectives from their experience.
This presentation will demonstrate the following:
●processes and governance bodies utilized to review, approve and monitor projects within these organizations
●criteria applied to the project approval process
●benefits and challenges experienced
We will take questions from the meeting attendees, time permitting.
Last year’s Panel Discussion proved very popular and we expect this Panel Discussion to
be as well! Hope to see you there!
Date: October 13, 2020
6:30 PM -Webcast Opens
6:40 PM -Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing
More about our panel:
Lisa Kell has been the PMO Manager at AriensCo for the past year. In this role, she's responsible for building out the Portfolio, Project & Change Management Processes. Lisa draws on many years of experience building out PMOs as well as managing IT, Merge/Acquisition, and Strategic Development programs in the distribution and manufacturing industries. Throughout her career, she's worked in small, mid-sized, and Fortune 500 corporations in varying levels of Project Management Maturity. She built a PMO from scratch at a mid-sized organization, developing a Corporate Prioritization and Project Management Practice. She also worked in a Fortune 500 company as a Portfolio Manager in the IT PMO, moving to the Strategic Program Development to determine the feasibility of new strategies and build Playbooks for national deployments. Lisa believes that continuous feedback loops provide insight into future improvements.
Sherry Bishop is the Senior Project Manager for the U.S. Oil division of U.S. Venture with over 20 years of experience in leading IT development teams at Kimberly Clark and Silver Star Brands, and over 10 years implementing Agile practices at Silver Star Brands and U.S. Venture. She is currently responsible for directing the agile process within the U.S. Oil division and is the U.S. Oil liaison for corporate-wide projects. At U.S. Venture, she is an original member of the Enterprise Project Management team responsible for implementing corporate project management practices. She is a project/scrum manager and Business Analyst mentor, agile coach, and recently co-founded the newly formed Agile Community of Practice within the organization.
Pat Sinnott has over 20 years of experience as a project, program and portfolio manager working in multiple industries, currently in Insurance with Northwinds Technology in Stevens Point. Pat assisted executive management to reduce a project portfolio of over 600 projects to a system that is more manageable and visual, implementing a project intake and approval process to do the right projects at the right time. Pat also developed a prioritization process to align and weigh individual projects in relation to organizational strategic objectives and is currently working with Lean analysts to improve the project intake process, understand the communication channels throughout the process, understand feature request definitions and levels, and understand the roadmap at the corporate level and how it connects with other prioritization avenues.
Mary Abraham, Portfolio Leader (Retired), has 35 years of experience in system development and project and portfolio management. Through her years at Thrivent Financial she prepared for the approval of dozens of projects through multiple project approval processes, as well as facilitated the project approval process and meetings. In her Portfolio Leader role, Mary worked with multiple project managers and project teams to assure their project approval requests were thorough and accurate. Mary has a BBA in Management Computer Systems from UW-Whitewater, and is a founding member of the PMI-NEW chapter. Mary looks forward to moderating this panel.