1. August 5–7, 2009
The 2009 Summit on Project Management and Process Improvement Excellence
Washington, DC
The 2009
Improve Efficiency, Eliminate Waste and Promote Transparency
You Will Learn How To:
• Effectively Manage Projects On Time and Within Budget under Obama Administration Guidelines
• Gain Organizational Transparency to Identify and Solve Problems Early
• Implement the Latest Methodologies in Project Management
• Measure and Master the Skills Needed for Project Success
• Improve Processes to Keep up With Aggressive Government Timetables
In Association with:
Earn up to 17 PDUs
® www.PerformanceWeb.org/Excellence
www.PerformanceWeb.org/Excellence 1

2. The 2009 Summit on Project Management and Process Improvement Excellence
Agenda-at-a-Glance
Who Day 1: August 5, 2009
Should Attend: 8:30 Pre-Conference Preparation Registration
9:00 WORKSHOP A: WORKSHOP B:
Project Management in Government: Develop Lean Six Sigma White Belt Certification
and Execute an Effective Project Plan
• Project Managers 12:00 Lunch Break
1:00 Workshop A Continued Workshop B Continued
• Program Managers 4:00 Pre-Conference Adjourns
• PMPs Day 2: August 6, 2009
8:30 Registration and Continental Breakfast
• Portfolio Directors 9:00 KEYNOTE ADDRESS: Transform your Department by using Project Management and Process
Improvement Methodologies
• Program Directors 10:00 Break & Refreshments
10:15 Align Process and Project Improvement Initiatives to Improve and Transform Organizational Services
• IT Directors 11:15 Learn How to Manage Multiple Projects with Fewer Resources
12:15 Lunch Break
• PMO Directors 1:15 Earned Value Management (EVM) Comes Alive
2:15 Break & Refreshments
• Team leaders 2:30 Implement Effective Project Selection Strategies for Process Improvement Initiatives
3:15 Utilize Key Performance Measures to Manage your Projects
• Project Support Staff
4:00 Day 1 Adjourns
• Acquisition and
Day 3: August 7, 2009
Procurement Officials 8:30 Continental Breakfast
9:00 KEYNOTE ADDRESS: Create a Process Improvement and Project Management Culture in Your
• Anyone involved in Process Office Today
Improvement 10:00 Break & Refreshments
10:15 Improve Leadership and Interpersonal Skills to Reduce Project Risk
11:15 Manage Geographically Dispersed Teams
12:15 Lunch Break
1:15 Drive Process Improvement through Effective Project Portfolio Management Planning
2:15 Break & Refreshments
2:30 Implement Process Improvement and Innovative Strategies to Increase Efficiency
3:15 CLOSING KEYNOTE ADDRESS: Effectively Define Accurate Metrics to Measure Project Results
4:00 Day 2 Adjourns
www.PerformanceWeb.org/Excellence 2

3. The 2009 Summit on Project Management and Process Improvement Excellence
Pre-Conference Workshops: Wednesday August 5th, 2009
Pre-Conference Seminars are practical, supplementary application sessions which incorporate and review tools, techniques
and methods presented during the event. Participants will obtain a further understanding of how to use newly acquired tools
and cutting-edge strategies to improve project management and process improvement. Through group exercises and scenario-
based learning, you’ll walk away with the expertise and resources needed for immediate and practical application. Enrollment
space is limited, so registered today to reserve your place.
8:30
Registration and Continental Breakfast
9:00
Workshop A: Workshop B:
Project Management in Government: Develop and Lean Six Sigma Pre-Conference White Belt Certification
Execute an Effective Project Plan Our one day intensive White Belt Certification program is a basic
Project Management is a systematic process and must be course allowing corporate executives to understand the underlying
understood before one can effectively lead a project team. concepts, methods and tools needed for Lean Six Sigma deployment.
Technical competence and good intentions are not enough to These individuals will gain a solid understanding of the Lean Six
finish a project on time, within budget and satisfying customer Sigma methodology and how it can be applied to various projects.
requirements. Projects need to be well defined, systematically Attendees will learn how to utilize the key tools and techniques
planned, diligently managed during execution and effectively needed for a Lean Six Sigma deployment. Each attendee will be
closed out to ensure customer satisfaction and build on our existing required to take a 30 minute examination at the conclusion of
knowledge base. the course to make sure they have a working knowledge of the
information provided. After completion of the course, they will receive
This workshop will help set the stage for the conference content you their Lean Six Sigma White Belt Certification.
will be hearing for the following two days. In addition to providing
an overview of the step-by-step process for defining and planning Key Learning Objectives:
a project, it will also identify numerous enterprise challenges which • Understand the history and background of Lean Six Sigma
are resolved by detailed bottoms-up planning.
• Evaluate the core concepts of Lean and Six Sigma
Key Learning Objectives: • Maximize your understanding of the Lean Six Sigma methodology
• Define and plan major government projects (focus on DMAIC – Define, Measure, Analyze, Improve, Control)
• Track and manage projects with greater accuracy • Hear how to develop a project charter
• Define project goals and successfully complete • Learn how to identify non-value added steps in your processes
project requirements • Develop the skills needed to manage the culture change
• Remain within project scope • Understand how to use data property to effectively measures,
• Manage and report project data and enhance performance analyze, improve and control performance
• Evaluate Voice of the Customer (VOC) techniques
• Examine the Cost of Poor Quality (CPQ)
• Learn key data collection strategies
12:00 • Receive basic statistics, graphical analysis and Statistical Process
Lunch Break Control (SPC) training
Charis Grossman
1:00 Six Sigma Black Belt,
Workshop A & B Continue Process Improvement LLC
4:00
Pre-Conference Workshops Adjourns
www.PerformanceWeb.org/Excellence 3

4. The 2009 Summit on Project Management and Process Improvement Excellence
Day One: Thursday August 6, 2009
8:30
Registration and Continental Breakfast
9:00
KEYNOTE ADDRESS: Transform your Department by using Project Management and Process
Improvement Methodologies
In difficult economic times, organizations need to figure out how to do more with less. Government agencies are facing decreasing
budgets but they are still being asked to produce more and increase quality. With increased funding on the way from the Recovery Act, in
order to meet agency goals some organizations have used various process improvement techniques and successful project management
practices and have experienced dramatic results. During this keynote address you will learn how to successfully begin putting into practice
these various tool sets.
Dr. Frank Anbari
Six Sigma Master Black Belt, PMP®
George Washington University
10:00
Break & Refreshments
10:15
Align Process and Project Improvement Initiatives to Improve and Transform Organizational Services
• Integrate Process Improvement Initiatives into your overarching strategic plan
• Develop strategies and objectives for a successful deployment
• Make your process improvement initiative a critical part of you long-term strategic plan
Dr. Frank Anbari
Six Sigma Master Black Belt, PMP®
George Washington University
11:15
Learn How to Manage Multiple Projects with Fewer Resources
• Effectively manage multiple projects with decreasing resources
• Discover when to end failing projects long before they drain your budget
• Design solutions to save failing projects in your agency
12:15
Lunch Break
www.PerformanceWeb.org/Excellence 4
4

5. The 2009 Summit on Project Management and Process Improvement Excellence
Day One, Continued: Thursday August 6, 2009
1:15 3:15
Earned Value Management (EVM) Comes Alive CLOSING KEYNOTE ADDRESS: Utilize Key
• Learn basic earned value concepts and strategies Performance Measures to Manage your Projects
• Understand how EVM provides powerful information about In light of the recent economic downturn, all employees have to do
your project. more work with less. That includes lower budgets, reduced staff and
• Strategically apply performance metrics to predict end outcomes. less time to handle an increasing work load. There are performance
Johanna Cathleen Myers measures that can be used to effectively manage your projects during
EVM Director, these difficulty conditions and increase project success. During this
Science Applications International Corporation (SAIC) closing keynote you will learn how to make the most of performance
measures in order to enhance agency results and streamline production
processes.
2:15
Break and Refreshments
4:00
Day 1 Adjourns
2:30
Implement Effective Project Selection Strategies for
Process Improvement Initiatives
• Undrestand the methods and techniques you will need for effective
project selection
• Evaluate potential failure points and learn how to prevent them from
becoming a reality
• Walk through the entire project identification and selection process
Kelly Roberts
IRS
In House Training
One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training
or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while
virtually eliminating travel expenses. Whether you require training for a small group or for an organizational-wide initiative, the advanced learning methods employed by The
Performance Institute (PI) will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization.
CUSTOMIZATION AREAS OF EXPERTISE
We realize that not all obstacles can be overcome by applying an “off-the- On-site delivery of single courses, certification programs and entire packages of
shelf solution”. While many training providers will offer you some variation of specialized courses are available in the following areas:
their standard training, PI’s subject matter experts will work with you and your • Strategic Planning
team to examine your programs and determine your exact areas of need. The • Performance Measurement • Performance-Based Contracting
identification of real life examples will create a learning atmosphere that resonates • Project Management • Performance Reporting
with participants and provides immediate return on your training investment. • Lean Six Sigma • Program Evaluation
Using interactive exercises that employ actual projects or scenarios from your • Workforce Management • Administrative Management
organization, instructors can address specific challenges and align the curriculum • Performance-Based Budgeting
• Leadership and Change
of each session to your objectives. While the majority of on-site trainings are
focused on smaller groups, PI also has the ability to accommodate organizational- For more information about in-house training options available to
wide training initiatives. Utilizing multiple instructors, PI has the capacity to deliver you, please contact Jennifer Mueller at 202-739-9619 or
courses to groups of up to 300 participants per day. Jennifer.Mueller@PerformanceInstitute.org.
www.PerformanceWeb.org/Excellence 5
5

6. The 2009 Summit on Project Management and Process Improvement Excellence
Day Two: Friday, August 7, 2009
8:30
Registration and Continental Breakfast
9:00
KEYNOTE ADDRESS: Create a Process Improvement and Project Management Culture in Your
Office Today
Developing commitment and buy-in to the project and process improvement mentality within your office workforce is imperative to
promoting, encouraging and sustaining successful projects. Learning effective methods for dealing with change resistant colleagues and
senior leadership will help keep your agency on the right path towards success. During this keynote you will learn how to craft various
strategies for creating and executing change initiatives within your department.
10:00
Break & Refreshments
10:15
Improve Leadership and Interpersonal Skills to Reduce Project Risk
• Set realistic team expectations, goals and deadlines and even exceed them
• Improve performance and reduce risk within the project team
• Understand why the role of senior management can sometimes contribute to risk and how to best avoid it
Dave Maurer
Vice President,
Axiom Resource Management, Inc.
11:15
Manage Geographically Dispersed Teams
• Identify problems and consequences involved with managing geographically dispersed projects
• Set up a virtual plan to keep projects on track
• Evaluate the effectiveness of managing projects teams from a remote location
Karen Kopf, PMP®
Operations Director, Federal Systems Integration and Management Center (FEDSIM),
General Services Administration
12:15
Lunch Break
www.PerformanceWeb.org/Excellence 6

7. The 2009 Summit on Project Management and Process Improvement Excellence
Day Two, Continued: Friday, August 7, 2009
1:15
Drive Process Improvement through Effective Project Portfolio Management Planning
• Build a comprehensive strategic plan that aligns your agencies efforts, strategies and initiatives
• Deliver better information for improved decision making, to increase the speed of new products or services
• Evaluate different project portfolio scenarios for the proper prioritization of tasks
2:15
Break and Refreshments
2:30
Implement Process Improvement and Innovative Strategies to Increase Efficiency
• Streamline processes with innovative solutions to achieve process improvement in service, office and government environments
• Craft different strategies to reduce costs and increase process efficiency
• Develop process improvement trends within your workplace
3:15
CLOSING KEYNOTE ADDRESS: Effectively Defining Accurate Metrics to Measure Project Results
Being able to implement the necessary metrics is essential in order to keep your projects on schedule and within budget. Learning to
maximize your ROI with structural oversight and quality assurance management for all your project needs will lead to project success which
is vital during these fiscally difficult times. During this closing keynote you will discover how to implement effective process improvement
techniques in your agency.
4:00
Day 2 Adjourns
Sponsorship Opportunities
As a conference and training provider, The Performance Institute is an expert in bringing together leaders to share and discuss
best practices and innovations. We connect decision-makers with respected solution providers.
The Institute offers four different pre-designed sponsorship packages:
• Event Co-Sponsor • Session Sponsor • Luncheon Sponsor • Exhibit Booth Sponsor
For more information on sponsorships or to get started, contact Jessica Ward at 202-739-9707 or
Jessica.Ward@PerformanceInstitute.org
www.PerformanceWeb.org/Excellence 7

8. The 2009 Summit on Project Management and Process Improvement Excellence
Logistics & Registration REGISTRATION
1. ONLINE at www.PerformanceWeb.org/Excellence
VENUE & HOTEL 2. VIA FAX to 866-234-0680
Project Management Excellence Summit will be hosted at The Performance Institute’s training 3. VIA PHONE to 877-992-9521
center in Arlington, VA, just one block east of the Courthouse stop on the Orange Line of 4. VIA MAIL to 805 15th Street NW, 3rd Floor
the D.C. Metro. A public parking garage is located inside of the building for $10/day.
Continental breakfast and refreshments will be provided for delegates on each day. Washington, D.C. 20005
Conference Address: Hotel Address:
❍ Yes! Register me for the 2009 Summit on Project Management and
The Performance Institute Training Center Arlington Rosslyn Courtyard by Marriott Process Improvement Excellence
1515 N. Courthouse Rd. 1533 Clarendon Blvd. ❍ Please call me. I am interested in a special Group Discount
Suite 600 Arlington, VA 22209
for my team
Arlington, VA 22201 703-528-2222 | www.courtyardarlingtonrosslyn.com
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at Delegate Information
the prevailing rate of $165.00 until July 6, 2009. Please call the hotel directly and reference
code “Project Management Excellence Summit” when making reservations to get the discounted
rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask
Name Title
the hotel about a complimentary shuttle that is also available for your convenience.
Office Organization
TUITION & GROUP DISCOUNTS
Public Private
Two Day Conference $999 $1099 Address
White Belt Certification $599 $699
Project Management Workshop $499 $599 City State Zip
The Performance Institute offers reduced tuition to groups of three or more. For more information
please contact Melvin Hall at 202-739-9630 or Melvin.Hall@PerformanceInstitute.org.
Telephone Fax
PDUS
Email
PMI Registered Education Provider
PDUs: 17 (Eleven for the two day conference, six for the
® Project Management Workshop) Payment Information
The Performance Institute has been reviewed and approved as a provider of project management training by Training Form/Purchase Order
the Project Management Institute. As a PMI Registered Education Provider (R.E.P), The Performance Institute Check (accepted by mail only)
has agreed to abide by PMI established quality assurance criteria. “PMI” and the PMI logo are service and
trademarks registered in the United States and other nations; “PMP” is a certification mark registered in the United Credit Card
States and other nations; “PMBOK” and “CAPM” are trademarks registered in the United States and other nations
by the Project Management Institute, Inc., which is not affiliated with The Performance Institute.
Credit Card Number Expiration Date
Name on Card 3 Digit Card verification #
Cancellation Policy Quality Assurance
For live events: The Performance Institute will provide a The Performance Institute strives to provide you with the
full refund less $399 administration fee for cancellations most productive and effective educational experience
four weeks before the event. If cancellation occurs within possible. If after completing the course you feel there is
two weeks prior to conference start date, no refund will be some way we can improve, please write your comments Billing Zip Code
issued. Registrants who fail to attend and do not cancel on the evaluation form provided upon your arrival. Should
prior to the event will be charged the entire registration fee. you feel dissatisfied with your learning experience and wish
to request a credit or refund, please submit it in writing no
For webinars: The Performance Institute will provide a full later than 10 business days after the end of the training to: Please make checks payable to: The Performance Institute Priority Code: T329-WEB
refund less $50 administrative fee for cancellations four
weeks before the event. If cancellation occurs within two The Performance Institute: Corporate Headquarters
weeks prior to conference start date, no refund will be issued. 805 15th Street NW, 3rd Floor
Registrants who fail to attend and do not cancel prior to the Washington, D.C. 20005
meeting will be charged the entire registration fee.
Discounts
Note: As speakers are confirmed six months before the
All the cancellation requests need to be made online Your event, some speaker changes or topic changes may occur • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any
confirmation email contains links to modify or cancel in the program. The Performance Institute is not responsible discount.
registrations. Please note that the cancellation is not final for speaker changes, but will work to ensure a comparable • Any discounts offered whether by The Performance Institute (including team discounts) must also require payment at the
until you receive a written confirmation. speaker is located to participate in the program. time of registration.
• All discount offers cannot be combined with any other offer.
Payment must be secured prior to the conference. If payment If for any reason The Performance Institute decides to cancel • Discounts cannot be applied retroactively
is not received by the conference start date, a method of this conference, The Performance Institute accepts no respon-
payment must be presented at the time of registration in order sibility for covering airfare, hotel or other costs incurred by www.PerformanceWeb.org/Excellence 8
to guarantee your participation at the event. registrants, including delegates, sponsors and guests.