PMI Northeast Wisconsin Chapter

Past Events

Past Events

Digital Transformation in Organizations
PMI-NEW November Monthly Event

Digital Transformation

Many organizations throughout the world are undergoing what is being called a "digital transformation". Many are being forced to take this rather disruptive step because of circumstances that exist in the workplace today. As project managers, faced with an Agile Transformation as well as a Digital Transformation, perhaps at the same time, how are we going to deal with all the ramifications of transformation and still have successful projects? What are the basic elements of a digital transformation, and what are the primary challenges and obstacles to overcome to achieve success? This webinar will look at Digital Transformation from project managers' perspective.

 

 Learning Objectives:

  • Technologies of digital transformation
  • The driving forces behind digital transformation 
  • What's different about a digital transformation project
  • Some practices to follow to increase the chances of a digital transformation project success

 

View/Download the presentation here

 

Cost: FREE

 Webcast Registration

Date: Tuesday, November 10, 2020

Webcast Schedule:

6:30 PM -Webcast Opens
6:40 PM -Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing
 

PDUs: 1.0

 

Speaker Biography/Credentials:

Steve Blais

Steve Blais, PMP, PMI-PBA, is an author, consultant, teacher and coach who has over 50 years’ experience in Information Technologies working as a programmer, project manager, business analyst, system analyst, general manager, and quality assurance analyst (AKA tester). He has also been in an executive position for several start-up companies. He has consulted on digital transformation efforts in Singapore, Dubai, and the US. He is a regular contributor to Business Analysis Times. Modern Analyst, and other publications, He has presented the keynote addresses at business analyst conferences (2019), PMI PacRim Conference in Tokyo (2012), PMI South America in Sao Paolo (2011), IPMA European Conference (2013) and other conferences around the world. He is the author of Business Analysis: Best Practices for Success (John Wiley, 2011) and co-author of Business Analysis for Practitioners: a Practice Guide (PMI, 2014) and a member of the core team for the Business Analyst Body of Knowledge, V3 (IIBA, 2015). His new book on the future of business analysis will be coming out next year.

 

 Webcast Registration 

 
 

Panel Discussion: Project Approval Processes 
PMI-NEW October Monthly Event

APanel

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!

 

Cost: $15.00 

 Webcast Registration

Date: October 13, 2020

Webcast Schedule:

6:30 PM -Webcast Opens
6:40 PM -Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing
 

PDUs: 1.0

 

More about our panel:

Kell Lisa picLisa 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.

 

Bishop Sherry pic

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.

 

 

TBD pic

 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.

 

  

Moderator:

Mary Abraham

 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.

  

Webcast Registration 

 
 

Influence without Positional Power (Authority)
PMI-NEW September Monthly Event

Influencer

Influence is a critical leadership skill required to achieve organizational objectives and successfully execute projects. Influencing without positional power can be challenging. This interactive session will provide tools and techniques to improve your influencing skills to increase the success of your projects and initiatives.

 In this session you will:

●Locate the “soft spots” in your organization to determine where to influence for greatest impact
●Understand the multidimensional aspects of the positions in your organization
●Align initiatives/projects to organizational strategy
●Finding your stakeholder sponsor through intrinsic motivation

 *All meeting registrants receive a free office-in-a-box*

PMI-NEW Annual Meeting 2020.pdf

Influence without Authority - Handout.pdf

 

 

OfficeInABox

 

 

 

 

 

 

Cost: $15.00

 Webcast Registration 

Date: September 8, 2020

Webcast Schedule:

6:30 PM -Webcast Opens
6:40 PM -Annual Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing
 

PDUs: 1.0

 

Speaker Biography/Credentials:

Dr. Lorinda Lewis

Dr. Lorinda Lewis is a scholar-practitioner, established in a wide variety of disciplines and areas of business. She has a passion for leading and developing others. She has accumulated her perspective through an unusual career trajectory that includes her experiences as a retired Air Force logistician, a continuous improvement and P&L executive of a Fortune 500 company, an adjunct professor at universities, and as a pro bono continuous improvement coach for Collective Impact Initiatives with not-for-profit agencies. She is a prominent public speaker and published academician who can translate complex ideas into relatable stories to inspire audiences of all levels. As a public speaker, she is in high demand internationally at academic and industry conferences as well as corporate leadership events. As an ICF & CCA certified executive coach, she facilitates classes, events and offers one-on-one professional development training and mentoring in public and private workshops. She is certificated to administer the Kirton Adaption-Innovation (KAI) Inventory, illuminating cognitive problem-solving styles. She is a licensed facilitator of Celemi Business Simulation Workshops, improving team member engagement and business acumen. As an adjunct faculty member at universities, she teaches business and leadership courses including organization development, lean, change management, coaching and mentoring for business, marketing, and global business strategy.


Lorinda has earned a Ph.D. in Business from Northcentral University and a DBA in Quality Systems from American Meridian University.

 

 Webcast Registration 

  

Disciplined Agile Toolkit
PMI-NEW May Monthly Event

APanel

Disciplined Agile (DA) is a process-decision toolkit that provides straightforward guidance to help people teams and organizations to streamline their processes in a context-sensitive manner. DA is an agnostic hybrid that leverages strategies from a variety of sources, enables team members to be able to choose an appropriate project/product lifecycle based on their context. With PMI's acquisition of DA in August of 2019, DA has been getting lots of attention in the Project Management and Agile community.

Attend this session to get an overview on Disciplined Agile, why it is important for you and your organization, and ask questions as you consider adding this toolkit to your list of portfolios of learning. 

 

 Attendees will:

●Learn about Disciplined Agile and how it came about
●Gain an understanding of the value of the Disciplined Agile toolkit 
●Be able to articulate major components of the Disciplined Agile toolkit and how it can be used to improve their way of work

 

Thank you for joining us! View/Download the presentation slides here:

Disciplined Agile Full Overview by Jonathan Lee

 

Cost: $15.00 for non-members  $10.00 for members

 

Webcast Registration

 

Date: May 12, 2020

Schedule:

6:30 PM -Webcast Opens
6:40 PM -Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing
 

PDUs: 1.0

 

More about our Speaker:

Kell Lisa picJonathan Lee is a certified Disciplined Agile Lean Scrum Master (DALSM), Certified Disciplined Agile Instructor (CDAI), and Disciplined Agile (DA) Chapter Champion for the PMI Chicagoland Chapter.  He participated in the first PMI’s Certified Disciplined Agile Instructor (CDAI) Pilot program held back in November of 2019 delivered by DA thought leaders and instructors including Mark Lines, Scott Ambler, Al Shalloway, and Klause Boedker and recently became CDAI trainer himself.

Jonathan has been deeply involved in serving the Project Management community since 2007. He has spoken several times at PMI North America Leadership Institute Meetings (LIM) as well as at Chicagoland Chapter events. He served as the Chicagoland Chapter President for 3 years and is now Past President providing guidance to the Board.

Jonathan has over 25 years of IT consulting experience which includes public and private sectors with clients ranging in size from small to Enterprise and state & local government. Jonathan currently works for CCS Technology Group as the Vice President of Professional Services, a consulting organization focused on delivering Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), Microsoft Teams, and Project Management services.

  

  Webcast Registration 

 
 

7 Habits of Resilient Leaders
PMI-NEW April Virtual Event

APanel

Leading isn’t all cotton candy and lollipops! Most of the time, we’re handed a project without the resources needed to get the job done. It can be stressful, it can be taxing and it can keep us from enjoying what (should be) a good day. If you want to lead others, you have to lead yourself first. We are no good to our teams if we’re not running at our optimum and are weighed down by all the stress that gets thrown at us.

At our April chapter meeting, retired Naval Officer and resilient leader Chip Lutz will share his experiences leading high performing teams -- achieving critical objectives under stressful conditions. This fun program shares the 7 habits that resilient leaders consistently do to lead themselves first, get past the crap and create environments where they and their teams flourish.

 

 Learning Objectives:

  • Apply strategies to decrease conflict within teams
  • Break down barriers to communication in order to increase effectiveness
  • Understand and apply the underpinnings of leadership and human relations

 

Thanks for joining us! You can view/download the presentation slides for 7 Habits of Resilient Leaders here:

7 Habits of Resilient Leaders by Chip Lutz 

 

 

 Cost: FREE

 

Webcast Registration

 

Date: April 14, 2020

Schedule:

6:30 PM -Webcast Opens
6:40 PM -Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing

PDUs: 1.0

 

More about our Speaker: 

Kell Lisa picCharles "Chip" Lutz is a retired Naval Officer and under his command as Commanding Officer of two different Naval facilities, both his teams received national recognition for setting new standards of service while maintaining high morale and high retention among team members. He also knows about meeting critical objectives during stressful conditions – having served as the Director of Security for Naval District Washington, DC during September 11th, 2001 – where he was responsible for the safety and security of 25 thousand people on 6 different Naval installations in the National Capital Region.

Chip is the author of 5 books and adjunct faculty for two colleges. He has earned the Certified Speaking Professional Designation (CSP) from the National Speaker's Association and the Certified Humor Professional Designation (CHP) from the Association for Applied and Therapeutic Humor

  

  Webcast Registration 

 
 

Effective Presentation Skills
PMI-NEW March Monthly Event

APanel

Effective Presentation Skills with Penn Vieau: Penn Vieau has vast knowledge of what works in business, combined with a gift for teaching those concepts with boundless energy.

In this upbeat and interactive session with Penn, you will learn how to become more effective at speaking in front of any audience. You will gain clarity and understanding of how to master the art and science of being an effective communicator.

Attendees will learn how to:
• Create a positive first impression
• Overcome presentation nerves
• Communicate credibility and confidence
• Personalize your presentation
• Keep your audience focused
• Manage questions and answers
• Use Visual Aids to support presentation

Penn’s got a knack for teaching people how to be absolutely amazing in all aspects of their lives, professional and personal. His special gift is a teaching style that creates not just an engaging and inspiring presentation, but lasting upgrades in the effectiveness of the individuals that he engages. You’ll never forget the time you spend with Penn!

 

Cost: $25.00 for onsite  $15.00 for webcast

 Onsite Registration     Webcast Registration

Date: March 10, 2020

Location:

Liberty Hall
800 Eisenhower Dr
Kimberly, WI 54136

Onsite Dinner Schedule:

5:30 PM -Arrival/Networking/Orientation
6:00 PM -Dinner
7:00 PM -Speaker Presents
8:00 PM -Closing

Webcast Schedule:

6:30 PM -Webcast Opens
6:40 PM -Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing

PDUs: 1.0

 

Onsite Registration     Webcast Registration 

 

More about Penn

Penn Vieau is a Trainer with Freedom Personal Development. He has trained business professionals from all walks of life, on personal development skills that make a difference in both their professional and personal lives.

Penn Vieau “walks the talk” when it comes to leadership. Over the course of a multi-decade career in financial services, he worked his way from entry level up through the ranks of management, into an executive leadership position. Here he was tasked with training an ENIRE BANK, impacting the careers of thousands of people. Oh, and by the way, he was also asked (begged, really) to be THE coach for all 17 of the company’s top leaders.

Corporations such as Associated Bank, State Farm Insurance, Wells Fargo, and The National Association of REALTORS® have all given rave reviews for the life-changing skills Penn will share with you today.

Speaker Website:

https://www.pennvieau.com/

 
 

PMI-NEW February Monthly Event

APanel

Recent studies in cognitive neuroscience have reinforced the understanding that culture is an invisible lens, influencing all of our choices, attitudes, behaviors, and assumptions. Meanwhile, diversity can either be seen as a great benefit to creativity and strength to be nurtured, or a minefield to be avoided. Join us for our February Monthly event as we hear from Dr. Cooper Wakefield on the topic of culture awareness and it's impact on our world and our work.

 

 

This presentation demonstrates the following:
•  A lack of cultural self-awareness is normal but precarious
•  A lack of cultural awareness inhibits communication processes
•  Cultural training can increase self-cultural and other-cultural awareness
•  Cultural awareness can lead to significant benefits in interpersonal and workplace relationships
•  The IDI, a tool for assessing and improving an individual's or organization's cultural competence, provides functional data to increase cultural competence


Learning Objectives:
• Awareness of the consequences of culture in today’s world
• How our brain hides cultural concepts from us
• How we can increase cultural awareness to improve communication

We hope to see you there!

Cost: $25.00 for onsite  $15.00 for webcast

 Onsite Registration     Webcast Registration

Date: February 11, 2020

Location:

Badger State Brewing
990 Tony Canadeo Run
Green Bay, WI 54304

Onsite Dinner Schedule:

5:30 PM -Arrival/Networking/Orientation
6:00 PM -Dinner
7:00 PM -Speaker Presents
8:00 PM -Closing

Webcast Schedule:

6:30 PM -Webcast Opens
6:40 PM -Business Meeting
7:00 PM -Speaker Presents
8:00 PM -Closing

PDUs: 1.0

 

Onsite Registration     Webcast Registration 

 
More about Cooper Wakefield
 
Dr. Wakefield is a skilled facilitator and trainer, with a passion for developing intercultural competence. For more than twenty years, he has lived, researched and taught intercultural communication. He recognizes each audience and person and adapts his teaching to meet unique needs. Cooper connects with audiences through metaphor, story, film, games, and surprise to engage, disarm, and inspire. He is adept at explaining abstract principles with relatable examples, to promote integration of concepts. He has trained and debriefed hundreds of people using the Intercultural Development Inventory (IDI), coaching their evolution of intercultural awareness and competence.
 
Cooper currently teaches at Marian University in Fond du Lac, Wisconsin. He obtained his doctoral degree in intercultural communication from the University of Kansas. He formerly taught at the University of Kansas, Shanghai International Studies University, and the University of Illinois. Cooper lived, studied, and taught in Asia for ten years, where he learned Mandarin Chinese.
 
Dr. Wakefield lives with his wife and two children in Oshkosh, WI. Besides being in the classroom, he is happiest convincing his family to help in his garden.

Get Connected! A PMI-NEW Networking Event

APanelPMI-NEW is holding a Networking Event on Tuesday, January 14, 2020, at The Appleton Beer Factory. The Networking Event will run from 6:00 pm – 8:00 pm. The table talk will begin at 7:00 pm. 

Connect with your peers and leaders! Share your professional experiences and advice, find a mentor, make new friends or connect with your tribe. The evening will be full of networking opportunities and engaging table topics facilitated by our chapter leaders. Vote for your top five table topics on our website!

Hot and cold hors d'oeuvres will be provided. We hope to see you there!

Cost: $10.00 for members, $15.00 for non-members.

 Register Now

Date: January 14, 2019

Location:

Appleton Beer Factory
603 W College Ave
Appleton, WI 54914

Schedule:

6:00 PM -Arrival/Networking
7:00 PM -Table discussions begin
8:00 PM -Closing

PDUs: 1.0

 Register Now

 

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Chapter Membership

Total Members 539
New Members This Year 51
PMP® Members 365
CAPM® Members 8
PgMP® Members 0
PMI-SP® Members 0
PMI-RMP® Members 0
PMI-ACP® Members 14
PfMP® Members 0
PMI-PBA® Members 1
Members with no Certification 164
Breakdown by type  
Individual Members 533
Student Members 5
Other Members 1
PMP/CAPM/PgMP/PMI-SP/PMI-RMP/PMI-ACP/PfMP/PMI-PBA are registered marks of the Project Management Institute, Inc.

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