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The premier conference brand for advancing collaboration through practice
www.projectworld.comSeptember 9-11, 2013 | Disney’s Contemporary Resort | Orlando, FL
ALL NEW Value for 2013
NEW Heightened focus on systems engineering
NEW
Speed Mentoring sessions: expert facilitated skill development to
meet increasing stakeholder requirements
NEW
Full day Business Leadership workshop EXPANDS leadership
development
NEW
Team management coverage including virtual teams, cultural and
technological distance, time zones and geographies
Featured Speakers Include:
Ralph Luck
Former Property Director,
UK Olympic Delivery Authority
(London 2012 Olympics)
Naomi Karten
Author,
Changing How You Manage and
Communicate Change
Carey Lohrenz,
U.S. Navy’s First Female F-14
Fighter Pilot and Team-Building,
Leadership and Strategy Expert
Antonio Nieto-Rodriguez,
Head of Transversal Portfolio
Management, BNP Parabis Fortis,
Author, The Focused Organization
William J. Greenwald
Director, Performance Coaching
and Advisory Practice (PCAP),
Humana
Preparing Today’s Leaders to Confront Tomorrow’s Increasing Complexity
combines professional training alongside REAL WORLD PRACTICALITY for richer, more holistic leadership development making it the actionable playbook
for advancement for over a decade. is grounded in collaboration around real world application with ALL NEW SESSIONS and SPEAKERS EVERY YEAR.
ALL PRACTICAL sessions deliver actionable intelligence:
Communicating the Value of What You Do
Agile, Alternatives to Agile and Applying Lean to Agile
Accountability of the PM, BA and PMO
Redefining Soft Skills as Human Skills
Requirements Engineering
Exploring the growth of PM and BA — the Titles You Hold
vs. the Roles You Perform
Combining Methodologies to Improve Speed to Market
How Does What You Do Relate to the Broader Enterprise?
Evolving from Project Management to Program
Management
The Increasingly Social Project Manager and
Project Team
Adapting to Change and Uncertainty
Core
Content
Areas
delivers
36 PDU/CDUs...MORE
than any other
competitive event
offering.
IT Portfolio
Management
RISK
Risk
Management
Retooling Leadership Creating
Engagement in
Project Teams
AGILE
Agile Summit From PM to Project
Leader
From BA
to Business Strategist
PM/BA
Collaboration
Tools, Techniques &
Trends
Dear Colleagues,
In producing this event, we had the privilege of speaking with a whole host of project leaders and
business analysts to better understand the evolving challenges you face. Our goal was to translate
these challenges into a solution you have come to count on year after year. The result is a program
that provides practical professional development to help you accelerate best practice
and become more valuable to your entire organization.
It was overwhelming to hear the resounding plea for hearing real world stories of “How does what I do
relate to the broader enterprise?” This became the foundation for building the 2013 agenda and we
believe this event will transform managers into true leaders.
bridges the gap between theory and practice by championing
and celebrating the role of the PM and BA as true contributors to the
overall business with specific examples of how and why, and new ideas
to help you achieve even more.
Join us and know that you are investing in yourself and your career.
What’s New in 2013
Speed Mentoring around very specific skill building needs
Full day workshop on Leadership and Strategy
All NEW sessions designed to prepare you for increasing complexity
NEW Heightened focus on systems engineering
NEW Team management coverage including virtual teams, cultural and
technological distance, time zones and geographies
Key Themes Covered
Communicating the Value of What You Do
Agile, Alternatives to Agile and Applying Lean to Agile
Accountability of the PM, BA & PMO
Redefining Soft Skills as Human Skills
Requirements Engineering
Exploring the Growth of PM & BA – The Titles You Hold vs. The Roles You Perform
Combining Methodologies to Improve Speed to Market
How Does What You Do Relate to the Broader Enterprise?
Evolving from Project Management to Program Management
The Increasingly Social Project Manager and Project Team
Adapting to Change and Uncertainty
The premier conference brand for advancing collaboration through practice
The premier conference brand for
advancing collaboration through practice
2 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com
©2013InstituteforInternationalResearch,Inc.Allrightsreserved
NEW Pre-Conference Options to Maximize Learning –
Choose the session that best meets YOUR needs!
- Retooling Leadership Full Day Workshop
- Agile, IT Portfolio Management and Risk Management
Morning Workshops
- Agile and Creating Engagement in Project Teams
Afternoon Summit
5 Main Stage Keynotes exploring Leadership, Large-
Scale Projects, Strategy Execution & Embracing Change
40+ breakout sessions focusing on YOUR project pain
points
Year-round learning opportunity with the
webinar series
Access to Connect, ’s proprietary
online community allowing you to meet and network with
fellow attendees before the event begins
Exclusive Executive Summary highlights key takeaways
and learnings from the event, synthesized in a convenient,
easily distributable format to share amongst the team.
Event Debriefing PowerPoint, just fill in the blanks
on the presentation slides and you’ll have a ready to go
presentation to share back at the office
IIR’s Return on Attendance Tool, to ensure you make the
most of your investment and time out of the office
Difference...More Ways to Learn Than Ever Before:
Kim Rivielle
Managing Director,
Marketing & Business Strategy Division
Institute for International Reserach
The premier conference brand for advancing collaboration through practice
2013 SPEAKER ROSTER:
SOCIAL MEDIA:
Twitter: @Project_World, #PWWCBA
Facebook: ProjectWorld & World
Congress for Business Analysts Group
Blog: PWWCBA.blogspot.com
LinkedIn: ProjectWorld & World
Congress for Business Analysts
SPONSORED BY
PMI Registered
Education
Provider: The
Institute for
International Research (IIR) has been reviewed
and approved as a provider of project
management training by the Project
Management Institute (PMI). As a PMI Registered
Education Provider (R.E.P.), IIR has agreed to
abide by PMI established quality assurance
criteria. PMPs certified by the Project
Management Institute (PMI) are eligible to
receive up to 24 PDU CREDITS for the three days
of this conference. Attendees will need to retain
the necessary supportive documentation for this
type of activity as specified in the PMP Handbook
and submit their credit application directly to PMI.
PMPs may submit PDUs up to twelve months after
the expiration date of the cycle in which the
activities were completed.
IN ASSOCIATION WITH
IIBA was
formed in
October
2003 and has become the leading international
association for the business analysis profession.
We help business analysts develop their skills and
further their careers. IIBA has created the
Business Analysis Body of Knowledge (BABOK
Guide), plus certification programs for the
recognition of practitioners. For more information
about IIBA please visit us at www.theiiba.org.
CBAP©
Certification: Earn one CDU for each
hour of education that relates to a business
analysis function or that links to a BABOK©
knowledge area. CDU reporting forms for the
conference are available at the registration desk.
Hedi Ago, President of PMI Central Florida
Chapter, Manager, Major Project Delivery and
Governance, Orlando Utilities Commission,
OUC The Reliable One
Joy Beatty, Vice President Research &
Development, Seilevel
Paula Bell, CEO, Paula A. Bell Consulting, LLC
Ken Bono Jr., Manager, Project Management
Office, Scottrade
Diana Cagle, CBAP, MBA, Manager,
North Highland
Paul A. Capello, PMP, Program Management
Consultant, RGP Healthcare
Joanne Carswell, Senior Business Analyst, Team
Lead, AutoTrader.com
Alex Chen, MBA, PMP, Senior Project Manager,
The Boeing Company
Samantha Dunbar, Global PMO Manager,
Deloitte’s Global Office of Information
Management, Deloitte Touche
Hans Eckman, VP, Technology Workstream
Manager, Enterprise Information Services,
SunTrust Bank
James Franklin, P.E., PMP, Project Manager, CB&I
Christopher Gaffney, Senior Director, IT
Operations Management, AXA Equitable
Ellen Gottesdiener, Founder, Principal Consultant,
EBG Consulting, Inc.
Don Gottwald, Core Faculty – Project
Management, Capella University
William Greenwald, Director, Performance
Coaching and Advisory Practice, Humana
Abby Hodge, PMP, MPM, Director, Project
Management Office, State Stores, Inc.
James Indelicato, Senior Project Director,
Travelers Insurance
Naomi Karten, Author, Changing How You
Manage and Communicate Change
Rodney Kruse, PMP, Senior IT Portfolio Manager,
The Boeing Company
Malgorzata Kusyk, PMI Poland, Senior Project
Manager, Thomson Reuters
Matthew Leach, Director, Business Analysis
Practice, NTT Data, Inc.
Carey Lohrenz, U.S. Navy’s First Female F-14
Fighter Pilot and Team-Building, Leadership and
Strategy Expert
Ralph Luck, former Property Director, UK
Olympic Delivery Authority (London 2012
Olympics)
Maureen McWhite, Business Applications Analyst,
FedEx
Chuck Millhollan, Director of Program
Management, Churchill Downs Incorporated
Amit Mitra, Senior Manager, TCS Global
Consulting Practice
Antonio Nieto-Rodriguez, Head of Transversal
Portfolio Management, BNP Parabis Fortis,
Author, The Focused Organization
Ronan J. Murphy, Head of Risk Management,
Railway Procurement Agency
Ainsley Nies, PMP, ACP, CSM, CSPO, Principal,
Acorn Consulting Enterprises
Laura O’Brien, Senior IT Director, Travelers’
Enterprise Capabilities Office
Srini Penchikala, Editor, InfoQ
Razvan Radilian, MBA, Certified Business Analyst,
OCEB, PMP, Independent Business Consultant
and Trainer/Coach, Why-What-How Consulting
Gopal Renganathan, MS, MBA, PMP, PMI-ACP,
Senior Manager, PMO, Cisco Systems
Scott Reynolds, PMP, PMI-RMP, Vice President,
Senior Project Manager, Bank of America
Lou Russell, CEO & Learning Facilitator,
Russell Martin Associates
Mario Simmons, Director - IT, ALSAC/St. Jude’s
Children’s Hospital
Marie Steele, PMP, PHR, Senior Project Manager,
The Boeing Company
Joy Toney, Manager - IT, ALSAC/St. Jude’s
Children’s Hospital
J. Leroy Ward, PMP, PgMP, CSM, Executive Vice
President, ESI International
Edward Wisniewski, PMP, CSCP, Global Clinical
Supply Project Manager, Shire HGT
Robert Woods, IT Project Manager & Agile Coach/
Trainer, Aarons, Inc.
= Keynotes
www.projectworld.com 3
AGENDA-AT-A-GLANCE
4 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com
©2013InstituteforInternationalResearch,Inc.Allrightsreserved
DAY ONE WORKSHOPS | MONDAY, SEPTEMBER 9, 2013
You must select one Workshop and one Summit and may not move between them.
7:30 Registration & Continental Breakfast
FULL-DAY WORKSHOP
8:00 –
6:00
LEADERSHIP: Retooling Leadership (through the lens of Neuroscience)
William Greenwald, Humana Inc.
HALF-DAY WORKSHOPS
8:00 –
12:00 AGILE
AGILE: An Agile Approach to Projects and Products:
The Who, What, and Why
Ellen Gottesdiener, EBG Consulting, Inc.
Ainsley Nies, Acorn Consulting Enterprises
IT PORTFOLIO MANAGEMENT: A Business Focused IT
PMO – Oxymoron or Revolutionary Concept?
Rodney Kruse, The Boeing Company
RISK
RISK MANAGEMENT: Developing a Risk Management
Culture for Business Analysts and Project Managers
Scott Reynolds, Bank of America
12:00 Luncheon for both Workshops and Summits attendees
HALF-DAY SUMMITS
1:00 –
6:00
Creating Engagement in Project Teams Summit
Chairperson
AGILE
Agile Summit
Chairperson: Ellen Gottesdiener, EBG Consulting
DAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013
DAY THREE MAIN CONFERENCE | WEDNESDAY, SEPTEMBER 11, 2013
1:00 Breakout sessions begin. Move between the tracks as much as you’d like.
From PM to Project Leader From Business Analyst to Business
Strategist
Best Practice in PM/BA Collaboration Tools, Techniques and Trends
6:00 End of Tuesday Sessions
7:30 Registration & Continental Breakfast
8:00 Opening Remarks from the Conference Chair
Chuck Millhollan, Churchill Downs Incorporated
8:15 KEYNOTE: The Delivery of the 2012 Summer Olympic Games
and Legacy
Ralph Luck, UK Olympic Delivery Authority (London 2012
Olympics)
9:15 Networking Break
9:30 KEYNOTE: The Business Case for Project and Portfolio
Management and its Link to Strategy Execution: Convincing
the Value to your CEO
Antonio Nieto-Rodriguez, BNP Parabis Fortis, Author,
The Focused Organization
10:30 SPEED MENTORING
12:00 Luncheon
7:30 Registration & Continental Breakfast
8:30 Opening Remarks from the Chair
Chuck Millhollan, Churchill Downs Incorporated
8:45 KEYNOTE: Lessons in Leadership and Creating High
Performing Teams
Carey Lohrenz, U.S. Navy's First Female F-14 Fighter Pilot
and Team-Building, Leadership and Strategy Expert
9:45 Networking Break
10:15 KEYNOTE: 20 NeuroLeadership Insights in 60 Minutes
William Greenwald, Humana Inc
11:15 KEYNOTE: Embracing Change: Transforming Ideas and
Challenges into Opportunities
Naomi Karten, Author, Presentation Skills for Technical
Professionals, Changing How You Manage and
Communicate Change, Gaps and How to Close Them and
Managing Expectations
12:00 Luncheon
1:00 Breakout sessions begin. Move between the tracks as much as you’d like.
From PM to Project Leader From Business Analyst to Business
Strategist
Best Practice in PM/BA Collaboration Tools, Techniques and Trends
5:45 Close of PW&WCBA
The premier conference brand for advancing collaboration through practice
DAY ONE WORKSHOPS | MONDAY, SEPTEMBER 9, 2013
8:00 – 6:00
Retooling Leadership (through the lens of Neuroscience)
William Greenwald, Director, Performance Coaching and Advisory Practice, HUMANA INC.
Based on William’s soon to be released book (by the same title), William will immerse participants into the world of “functional” neuroscience utilizing levity and
brevity as his guide. Specific focus will be aligned to show how leaders and Project Managers can leverage brain science to secure and sustain optimal levels of performance
within their organizations and within their own levels of performance (both personally and professionally). Participants will explore numerous foundational aspects of brain
science such as habit formation, stress management, personal resilience (for all ages), memory, and sleep/fatigue. Through experiential discovery and application, all
attendees will leave with numerous insights and “A-ha” moments; culminating in the creation of a unique, behaviorally-based action plan geared towards “actionizing” these
new insights immediately upon leaving the workshop.
FULL DAY
WORKSHOP
7:30
Registration & Continental
Breakfast
8:00 – 12:00
Half-Day Workshops Begin
12:00 – 1:00
Luncheon for all Workshops
and Summit attendees
7:30
Registration &
Continental Breakfast
8:00
Full-Day Workshop Begins
12:00 – 1:00
Luncheon
6:00
Full-Day Workshop Ends
AGILE
AGILE
An Agile Approach to Projects and
Products: The Who, What, and Why
Ellen Gottesdiener, Founder, Principal Consultant,
EBG CONSULTING, INC
Ainsley Nies, PMP, ACP, CSM, CSPO, Principal,
ACORN CONSULTING ENTERPRISES
Project managers and business analysts need to
respond effectively to change and complexity in the
way product development works today. Learn about the
Agile project life cycle, the work that project managers
and analysts do, and understand how Agile teams
collaborate to deliver value. Get acquainted with core
Agile practices, and learn techniques you can apply
right now to your projects.
IT PORTFOLIO MANAGEMENT
A Business Focused IT PMO
— Oxymoron or Revolutionary
Concept?
Rodney Kruse, PMP, Senior IT Portfolio Manager,
THE BOEING COMPANY
Years of evolving corporate policies, processes, and
technology have culminated in what could only be
imagined years ago: an IT Project Management Office
(PMO) that actually places business value on par with
technology advancement! There is tremendous value to
be found at the intersection of business and technology
but you must navigate carefully and avoid the many
roadblocks to reach your final destination. In this session
you will receive:
• The Packing List: The essential items will you need in
order to begin your trip
• The Map: The directions (including known detours)
that will ensure you can complete the journey
• The Welcome Package: You’ve finally reached the
destination and now you will want to take advantage of
all the amenities!
RISK
RISK MANAGEMENT
Developing a Risk Management
Culture for Business Analysts and
Project Managers
Scott Reynolds, PMP, PMI-RMP, Vice President,
Senior Project Manager, BANK OF AMERICA
Many organizations face significant challenges in finding
the right balance between project risk management and
delivering project results quickly. Often, priority is given
to issues management, rather than risk management,
and we find ourselves spending time trying to build
support for our project risk management activities. This
highly interactive workshop will equip you with tools and
strategies to create and develop an environment that is
supportive of risk management at your company, which
will allow you to spend more time on identifying and
managing risk.
HALF DAY
WORKSHOPS
Register for the Workshop of your choice. You must select one Workshop and may not move between them throughout the morning.
It’s hard to find a multi-dimensional conference that applies to all aspects of Program,
Portfolio and Project Management & Business Analysis. PW&WCBA achieves just that.
Sessions were full of substantive content that were a great learning experience.
- Gopal Renganathan, MS, MBA, PMP, Senior Manager, PMO, Cisco
“ ”
www.projectworld.com 5
DAY ONE SUMMITS | MONDAY, SEPTEMBER 9, 2013
1:00 Chairperson's Remarks
1:05 The Value of Diversity: Increasing
the Odds for Success in Decision
Making
Joy Toney, Manager – IT, ALSAC/
ST JUDE CHILDREN’S RESEARCH
HOSPITAL
Mario Simmons, Director– IT, ALSAC/
ST JUDE CHILDREN’S RESEARCH
HOSPITAL
In many organizations, there is a familiar
root cause to failed projects or initiatives. In
your environment, you’ve probably heard
the statement “We just didn’t have the right
people involved.” These failures can occur
at all levels of the organization. A common
thread amongst these failures points to
a flawed thought process amongst those
involved in the decision. Attendees should
be warned that conventional perspectives
on diversity may be challenged. Audience
members are encouraged to actively
participate during the session. Door prizes
will be available.
2:30 Leading Virtual Teams in 2012:
A Successful Methodology
Paul A. Capello, PMP, Program
Management Consultant,
RGP HEALTHCARE
Without a formal methodology for remote
teams, performance of the team will degrade
and strategic objectives will suffer. To get
around this unfortunate fact of life, you need
to employ a group of continuous reporting
tools, metrics and practices for teams to be
cognizant of their progress or lack thereof.
At RGP Healthcare, the Program Manager
provides this direction. Virtual teams are
led with precision based tools and metrics
to measure these efforts. This presentation
will present how we do it and how it can be
applicable to your world!
3:30 Networking Break
4:00 Successful Projects Across
Borders: How to Achieve Team
Unity
Malgorzata Kusyk, PMI Poland, Senior
Project Manager, THOMSON REUTERS
“For a German and a Finn, the truth is the
truth. In Japan and Britain it is all right if it
doesn’t rock the boat. In China there is no
absolute truth. In Italy it is negotiable” —
Richard D. Lewis. Today’s project leaders are
challenged to create a global environment
that every person’s best talents contribute at
full force. An interactive journey of a Project
Manager from Eastern Europe to become
globe smart.
5:00 My Global Project Team is Not
United…What Did I Do Wrong?
Edward Wisniewski, PMP CSCP,
Global Clinical Supply Project Manager,
SHIRE HGT
The leadership of a project team has it
challenges. These challenges increase
when the team becomes both a global team
and a virtual team. The project manager or
business analyst must process business
acumen to lead the project. They must
take into account the time zone challenges
and the business culture of each country
represented on the team.
6:00 Summit Concludes
1:00 Chairperson's Remarks
Ellen Gottesdiener, Founder, Principal
Consultant, EBG CONSULTING, INC
1:05 Business and IT Alignment: Turning
Agility into a Reality
Robert Woods, IT Project Manager, Agile
Coach/Trainer, AARON’S, INC.
It doesn’t matter if you have been using
Agile for 1 year or 10 years; getting business
and IT alignment is a constant struggle. It
doesn’t matter what your industry is or where
your teams reside. As project leaders, we
are battling generations’ of stereotypes
surrounding IT as unable to deliver and
lacking business or market knowledge.
You cannot be truly Agile unless this gap
is bridged! It takes more than just team
activities and performance reviews to get
results in today’s changing world of solutions
delivery. Hear practical techniques Agile
teams use to obtain true alignment between
IT and business stakeholders. Learn ways
to create excitement in the culture and
landscape of your company and ways to
drive change that shakes the pillars of your
organization!
2:00 Agile Project Chartering:
Positioning Projects For Success
Ainsley Nies, Principal, ACORN
CONSULTING ENTERPRISES
How a project begins has a profound
influence on how it proceeds. Projects
that begin with a shared understanding of
expectations across the project community
are more likely to proceed effectively and
succeed. Learn how Agile project chartering
elicits agreed intentions, recognizable
boundaries, principles that will guide
interactions, and a prospective analysis of
the challenges that lie ahead.
3:00 Networking Break
3:30 Got Value? A Practical, Sustainable
Value Model for Making Agile
Product Decisions
Ellen Gottesdiener, Principal Consultant
and Founder, EBG CONSULTING, INC.
“Value” is the beacon, watchword, end
game, justification, and mantra for Agile
practitioners. You make product decisions
at every turn throughout discovery and
delivery based on value, balancing multiple
considerations and perspectives. And
yet many agile teams struggle to clearly,
concisely, and continually use value as the
basis for making decisions about which
backlog items to pull and plan for. Join Ellen
to explore the business value model—a
lightweight framework for collaboratively and
continually identifying stakeholder values
and making value-based decisions on what
to build, and when.
4:30 Transitioning to Agile in Large
Organizations: Pragmatic Lessons
from the Real World
Laura O’Brien, Senior IT Director,
TRAVELERS’ ENTERPRISE
CAPABILITIES OFFICE
Distributed global teams, constraints of “Big
Legacy” applications, large-scale programs,
regulated industry. Do any of these describe
your organization? The transition to Agile
in large organizations is both an exciting
opportunity and a daunting challenge. Hear
lessons learned in the journey at Travelers
and real-word considerations for becoming
more Agile.
5:30 Retrospective
6:00 Summit Concludes
HALF DAY SUMMIT Register for the Summit of your choice. You must select one Summit and may not move between them throughout the afternoon.
Creating Engagement in
Project Teams Half Day Summit
AGILE
Agile
Summit
6 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com
©2013InstituteforInternationalResearch,Inc.Allrightsreserved
The premier conference brand for advancing collaboration through practice
DAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013
7:30 Registration & Continental Breakfast
8:00 Opening Remarks from the Conference Chair
Chuck Millhollan, Director of Program Management,
CHURCHILL DOWNS INCORPORATED
8:15 KEYNOTE:The Delivery of the 2012 Summer
Olympic Games and Legacy
Ralph Luck, former Property Director,
UK OLYMPIC DELIVERY AUTHORITY
(LONDON 2012 OLYMPICS)
Ralph, the former Property Director of the
Olympic Delivery Authority will explain the
thinking behind the Masterplan and delivery of the Olympic
Park, Village and the Venues for the Games and in Legacy
use. In particular, he will demonstrate how the permanent
elements have acted as the catalyst to the long term sustainable
regeneration of one of what was and in some areas still is, the
most deprived areas in London.
9:15 Networking Break
9:30 KEYNOTE:The Business Case for Project and
Portfolio Management and its Link to Strategy
Execution: Convincing the Value to your CEO
Antonio Nieto-Rodriguez, Head of Transversal
Portfolio Management, BNP PARABIS
FORTIS, Author, THE FOCUSED
ORGANIZATION
This presentation is based on years of research
in project management and a concept that Antonio has
developed in his book: “The Focused Organization” (www.
thefocusedorganization.com). The presentation will show a new
way of looking at the value of project and portfolio management
and its link to strategy execution. It proves why project
management is often misunderstood and undervalued by senior
executives. It provides participants a different way and strong
arguments of selling their work, project management, PMO,
portfolio management to their senior management/executives. It
addressed the participants directly with concrete examples that
they can use both in their professional and personal lives—and
all filled in with many real stories from all his years working in
project and portfolio management.
10:30 Speed Mentoring
You’ve participated in the YOURSPACE sessions and
have experienced SPEED networking at various events. What
we’ve done is combine the two to sharpen skill building on very
particular and highly specific developmental requirements.
Similar in format to speed networking, you will move from table
to table when the bell rings – the difference is you will have the
opportunity to spend time with experts who will help accelerate
your individual learning. Here you will channel the brilliance of
a room full of PM and BA professionals. This activity leverages
the collective knowledge and expertise of all participants.
Get inspired by the ideas of your fellow attendees during this
interactive SPEED MENTORING activity. Sample topics include
but are not limited to: risk schedule management, negotiation,
configuration management, root cause analysis, managing
across time zones, expert project engineering, managing to data
storage.
If you would like to recommend a topic area, please email
krivielle@iirusa.com.
12:00 Lunch
1:00
Beyond Risk Management: From Risk
Mitigation to Value Creation
Ronan J. Murphy, Head of Risk Management,
RAILWAY PROCUREMENT AGENCY
This is a case study from the client risk manager’s
perspective. It describes the complete project
lifecycle of a highly complex, multi-billion
dollar portfolio of projects—how the project
risk management process matured over a ten
year project lifecycle; how this process was
then tailored to create a successful Enterprise
Risk Management process to support ongoing
operations; and how a three tiered Corporate Risk
Management process has achieved significant
benefits during the first eight years of operation.
Coming Attractions: BABOK take 3
Joy Beatty, Vice President of Research and
Development, SEILEVEL
Get the inside scoop from a member of the core
team about what’s changing in the next release of
“BABOK®
Guide v3.” You’ll learn about knowledge
area name changes, new and exciting tasks,
technique make-overs, and a few things gone
missing. Learn how we broaden the reach and
effectiveness of the BABOK®
. Walk away with an
understanding of how the big changes coming
with the new release will help you.
• Overarching themes in the next release of the
BABOK®
• Specific major changes coming
• How the changes will help you
It’s the Goal, Not the Role: Work of
Project Management and Business
Analysis in Agile
Ellen Gottesdiener, Principal Consultant and
Founder, EBG CONSULTING, INC
On Agile projects, what happens to the project
manager and business analyst roles? How do
these traditional roles align with those in Scrum
or other lean/agile methods? What skills are
the same, and what is changed? Join us to
explore these questions, hear how traditional
PM and BA roles have been transformed to
Agile in organizations Ellen has coached, and
consider progressive ways to improve yourself
professionally—even if you aren’t actively working
on an Agile project.
Developing Practical Measures & Metrics
Marie Steele, PMP, PHR, Senior Project
Manager, THE BOEING COMPANY
Alex Chen, MBA, PMP, Senior Project Manager,
THE BOEING COMPANY
There is a common saying that “you get what you
measure”. However, when it comes to projects, we
often end up measuring things that are traditional,
simple or comfortable instead of taking the time
to think through and develop meaningful metrics.
This presentation will cover some well-known basic
metrics such as Earned Value Methodology (EVM),
as well as ideas for metrics that can be used to
evaluate other dimensions, such as scope, quality,
risks, stakeholder expectations, etc. Examples will
be provided of metrics developed, and processes
used, in response to real needs within Boeing.
From PM to Project Leader
From Business Analyst to
Business Strategist
Best Practice in
PM/BA Collaboration
Tools, Techniques and Trends
Breakout sessions begin. Move between the tracks as much as you’d like.
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
www.projectworld.com 7
2:30 Best Practices to Get a Huge Global
Enterprise Program Back on Track –
Real Life Case Study
Gopal Renganathan, MS, MBA, PMP, PMI-ACP,
Senior Manager, PMO, CISCO SYSTEMS
How would you as a program manager put
together a plan and execute a turnaround of a
global enterprise program that is more than a
year late and the company is spending more than
$5 Mil a quarter to transform its business? This
presentation takes you through the plan, trials and
tribulations, learning and best practices of such an
experience.
BA 20/20 – Creating a Discrete Vision
and Goals to Transform Your Practice
Hans Eckman, VP, Technology Workstream
Manager, Enterprise Information Services,
SUNTRUST BANK
In “Good to Great”, Jim Collins found that the
best companies set Big Hairy Audacious Goals
(BHAGS). What would happen if you took the same
approach for your practice? BA 20/20 set a clear
vision of where SunTrust Bank’s BA maturity will be
year 2020.
• Review a bold initiative for continuous
improvement to the BA role and processes
• Understand how quantifiable goals are critical to
improvement efforts
• Discuss and critique this approach as a viable
path for organizational change management.
Let’s Collaborate Not Tolerate: How to
Build a Successful BA/PM Partnership
Paula Bell, CEO, PAULA A. BELL
CONSULTING, LLC
How many times have you been on a project
where you just could not get into a good rhythm
with your project manager or business analyst?
This tension could hinder the ultimate success you
could have on the project. This presentation will
give you best practices, tips and tricks on how to
create an environment of PM/BA collaboration to
break through the barriers of toleration.
• How to build a relationship with your PM or BA
• How to foster a collaborative environment
• How to maintain a positive partnership
Stress is Heavy-Lighten Up!
Lou Russell, CEO, Learning Facilitator,
RUSSELL MARTIN ASSOCIATES
There is silent killer that is plaguing our projects.
It destroys families, threatens jobs, stifles
innovation, creates medical and legal problems
and reduces the GNP. It is the plague of HURRY.
We are speeding past our own lives. Be challenged
to adapt, to grow resilience and to focus. Pause,
cut yourself some slack and go a different way.
Re-establish your own base to move toward more
successful projects and life independent of the
chaos.
• Identify the factors that drive you nuts every day.
• Learn to regulate your emotional response
based on your own strengths.
• Grow your resilience to improve your decision
making and eliminate rework.
4:30
4:00
14 Project Leadership Skills to Boost
Your Career
J. LeRoy Ward, PMP, PgMP, CSM, Executive
Vice President, ESI INTERNATIONAL
This presentation details the 14 leadership skills
identified through extensive discussions over
a 2-year period with key executives in Global
Fortune 500 companies and Government
organizations. These have been categorized in a
hierarchy of development showing which skills
need to be developed first as the building blocks
of other skills. This is a pragmatic, real-world
approach to understanding which leadership
competencies will boost your career regardless of
industry or geography.
Global Collaboration: Working
Successfully in a Global Business
Analyst Community
Christopher Gaffney, Senior Director, IT
Operations Management, AXA EQUITABLE
Globalization is common these days, and with that
are opportunities to work on international projects
and collaborate with peer Business Analysts
from around the world. In this presentation
we will discuss how a Global BA Community
improves the effectiveness and efficiency of
BAs in an international company through the
sharing of ideas and best practices, and how to
take advantage of international opportunities
and build long-lasting relationships in this global
environment.
Soft Skills for Effective Collaboration
Maureen McWhite, Business Applications
Analyst, FEDEX
Effective collaboration is driven by the team’s
ability to utilize their soft skills in the collaboration
process. This presentation will provide
information, tools, and techniques to help teams
further develop their soft skills. This is the key to
strengthening the relationships between the BA
and PM so that they can work together to make
their projects a success. Information will center
around the following concepts:
• Navigating communication pitfalls
• The art of “pushing back”
• Building relationship
This session will be delivered by
Realization.
From PM to Project Leader
From Business Analyst to
Business Strategist
Best Practice in
PM/BA Collaboration
Tools, Techniques and Trends
DAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013
Networking Break
Close of Tuesday Sessions
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
6:00
8 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com
©2013InstituteforInternationalResearch,Inc.Allrightsreserved
The premier conference brand for advancing collaboration through practice
DAY THREE MAIN CONFERENCE | WEDNESDAY, SEPTEMBER 11, 2013
8:00 Registration & Continental Breakfast
8:30 Opening Remarks from the Chair
Chuck Millhollan, Director of Program Management,
CHURCHILL DOWNS INCORPORATED
8:45 KEYNOTE:Lessons in Leadership and Creating
High Performing Teams
Carey Lohrenz, U.S. NAVY’s First Female F-14
Fighter Pilot and Team-Building, Leadership
and Strategy Expert
Carey Lohrenz knows what it takes to win in one
of the highest pressure, extreme environments
imaginable: in the cockpit at Mach 2, as the first female F-14
Tomcat Fighter Pilot in the U.S. Navy, having flown missions
worldwide as a combat-mission-ready United States Navy pilot,
Lohrenz is used to working in fast moving, dynamic environments,
where inconsistent execution can generate catastrophic results.
The same challenges are found in business—and most successful
leaders share a common foundation of principles used from the
flight deck to the front office. The processes of Planning, Briefing,
Debriefing and Adjusting help businesses manage risk while
becoming a High Performing Organization.
9:45 Networking Break
10:15 KEYNOTE: 20 NeuroLeadership Insights
in 60 Minutes
William Greenwald, Director,
Performance Coaching and Advisory Practice,
HUMANA INC
William will spend the hour talking about
everything YOU ever wanted to know about
how leaders and project managers can leverage Brain Science
to sustain optimal performance. Leading up to the event,
PW&WCBA attendees have the unique opportunity to co-create
the content of William’s presentation. Attendees can post their
specific questions, or build off the questions of their peers. At
the event, William will spend the entire hour answering YOUR
most relevant, pressing questions. Real questions lead to real
insights, which results in real value.
11:15 KEYNOTE:Embracing Change: Transforming Ideas
and Challenges into Opportunities
Naomi Karten, Author, Presentation Skills
for Technical Professionals, Changing
How You Manage and Communicate
Change, Gaps and How to Close Them
and Managing Expectations
Why do project managers, department managers and even
senior managers have such difficulty managing change? The
reality is that people at all levels, from individual contributors
to senior executives, are often guilty of flawed practices when
implementing change. Most seriously, many ignore, trivialize,
or fail to understand the human element: the impact of the
change on the people affected. Join Naomi and learn some
critical management and communication practices that will help
you successfully introduce change, manage change efforts,
and cope with change when you’re on the receiving end. In
this serious, yet lighthearted presentation, Naomi will describe
the stages people go through in reacting to and adjusting to
change. You’ll learn the importance of reducing the duration and
intensity of the turbulence associated with change, and you’ll
gain insight into how to do it.
12:00 Lunch
1:00
From PM to Project Leader
From Business Analyst to
Business Strategist
Best Practice in
PM/BA Collaboration
Tools, Techniques and Trends
Is a PMP Needed, or is it Simply an
Option?
Ken Bono Jr., Manager, Project Management
Office, SCOTTRADE
Given we all have risks listed availability of
resources as a concern, this presentation will
provide some key insights on helping your Project
Managers gain back time, increase their efficiency
and thus, increase their bandwidth. This in turn
will allow their respective PMO’s to allocate more
projects per PM.
Developing Business Analysis Expertise
in Your Organization
Matthew W. Leach, Director, Business Analysis
Practice, NTT DATA INC
In today’s complex business environment, there
is urgency for results and an increasing need to
“get-it-right-the-first-time”. Organizations have
responded by recognizing the need for business
analysts; however few provide the support
business analysts require to consistently achieve
success. The solution, provide business analysts
of all skill levels with methodology, tools, training
and mentoring business analysts require to grow
within their organization and the profession. This
presentation shares NTT DATA’s experiences
and lessons learned from growing their Global
Business Analysis Practice and establishing BA
expertise for their clients.
Project Spotlight Framework of
Architecture, Integration and Security:
OUC Brings a Layer of Design Authority
in its Projects
Hedi Ago, President, PMI Central Florida
Chapter and Manager, Major Project Delivery
and Governance, Orlando Utilities Commission,
OUC THE RELIABLE ONE
The pitfalls of many projects is it’s ever growing
challenge that comes with underlying framework—
infrastructure, integration and security. Typically
all of the pieces of the projects are highly tangible
to the PM but when it comes to infrastructure,
integration and security things get lost in the
complexity. OUC has decided to pursue a
concentration on these verticals outside of its
PMO and introduced the area called Project
Design Authority.
Cloud, Mobile, Social, NoSQL and
Big Data: What These Emerging
Technologies Mean to Product and
Project Managers and Business Analysts
Srini Penchikala, Editor, INFOQ
There have been several technologies that
have been getting a lot of attention for last few
years. These include Social, Mobile and Cloud
Computing, NoSQL Databases, and Big Data.
This presentation will cover these technologies
from non-technical point of view and discuss what
these technologies mean to product and project
management leadership and why it is critical to
understand where they fit in the new product
development lifecycle and architecture models.
Breakout sessions begin. Move between the tracks as much as you’d like.
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
www.projectworld.com 9
DAY THREE MAIN CONFERENCE | WEDNESDAY, SEPTEMBER 11, 2013
2:30 Global Project Portfolio Management
(PPM)—Borderless Delivery
Samantha Dunbar, Global PMO Director,
Deloitte’s Global Office of Information
Management, DELOITTE TOUCHE
This presentation will include a riveting overview
of the roadmap, challenges and benefits to
providing repeatable, sustainable project portfolio
management across global organizations.
Acknowledgement will be given to factors such
as a global need for financial management that
extends throughout the entire project cycle,
improved visibility and transparency to the status
and health of projects, programs, and portfolios
and next generation project portfolio management
maturity.
Building a Successful Requirements
Re-Use Program
Joanne Carswell, Senior Business Analyst,
Team Lead, AUTOTRADER.COM
This presentation covers the steps necessary to
start a requirements re-use program and focuses
on the benefits that such a program will have for
any company—large or small. Regardless of the
level of requirements re-use you are considering,
this presentation will take you through the steps
from planning your program through implementing
it. Following are the major topics to be discussed:
• Benefits of Requirements Re-use
• Different levels of Requirements Re-use
• Questions to Answer Before Beginning Your
Program
• Steps for Implementing a Re-use Program
Keys to Successful Communication in a
Global Project Environment
Abby Hodge, PMP, MPM, Director, Project
Management Office, STAGE STORES, INC.
The objective of this presentation is to present to
the audience a real life discussion on successful
communication in a global project environment and
the importance of being authentic and intentional
in building relationships in a virtual environment
where technology is constantly evolving.
• Methods to strengthen intentional and authentic
communication
• Methods on level setting expectations
• Improved decisioning on project issues/risks
• Improved stakeholder management
• How to keep the relationship of team members
personable in a virtual team
• Appropriate times to use electronic forms of
communication tools (email, phone, text, Skype)
versus face to face.
Business Simulations: From GREAT to
GOOD!
Razvan Radulian, MBA, Certified Business
Analyst, OCEB, PMP, Independent Business
Consultant and Trainer/Coach, WHY-WHAT-
HOW CONSULTING, LLC
[The Great] For a very long time, business
consultants and tool vendors have advocated
that process simulations would deliver exciting
benefits. For an equally long time, once sold on
the idea, practitioners discovered that simulations
failed to deliver on that promise. Various reasons
were invoked: level of required expertise/
training, complete data needed to run simulations,
expensive tools, etc. This presentation will
cover the myths and perceptions surrounding
simulations, along with a pragmatic approach to
deliver the promised benefits [The Good], without
losing your shirt on the way to success.
From PM to Project Leader
From Business Analyst to
Business Strategist
Best Practice in
PM/BA Collaboration
Tools, Techniques and Trends
4:15
4:00
Building A Data Warehouse at Travelers
– A Lesson in Risk Management
James J. Indelicato, Senior Project Director,
TRAVELERS INSURANCE
The presentation will take the audience through
a high profile, high cost, multi-year project and
many of the early failures. The project suffered
from extreme complexity, expanding scope, and
historical data quality issues. At the threshold of
project cancelation, the project team offered a
unique solution; proposing iterative “throw away”
projects that brought quick value to the business
while providing the project team the opportunity to
learn and prepare for the future project pitfalls.
Beyond Service Reuse: Self-Aware
Services, Processes and Objects that
Adapt by Reasoning About Themselves
Amit Mitra, Senior Manager, TCS GLOBAL
CONSULTING PRACTICE
This session will present a business modeling
paradigm about designing objects, processes,
services and business rules that adapt to
changing business objectives by reasoning about
themselves, based on an ontology that is also
useful for supporting communication across the
extended enterprise.
• Engineering Business Agility
• Support for extended enterprises and business-
on-demand models
• Patterns that support and accelerate BPM
models that support self-aware processes
Mind Mapping Techniques to Improve
Project Brainstorming, Collaboration,
and Planning
Jim Franklin, P.E., PMP, Project Manager, CB&I
“A mind map is a diagram used to represent
words, ideas, tasks, or other items linked to and
arranged around a central key word or idea”. Mind
mapping software allows users to visually analyze
and brainstorm ideas quickly. Using mind mapping
software, teams more effectively create project
planning documents. This presentation provides
examples and best practices how project teams
utilize mind mapping software to brainstorm,
collaborate and create project plans.
The Art of Process Mapping…Fast!
Diana Cagle, CBAP, MBA, Manager,
NORTH HIGHLAND
Processes are at the heart of every organization
and process mapping is critical to understanding
the flow of activities, uncovering and solving
problems, streamlining operations and
implementing changes. In this session you’ll:
• Learn when to map processes and the
advantages mapping provides
• Acquire techniques to map your processes
quickly and accurately
• Hear what standards are taking hold, how easily
they are to pick up and the benefits of following
a standard
Networking Break
Close of PW&WCBA 2013.
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
For full session details please visit
www.projectworld.com
6:00
10 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com
©2013InstituteforInternationalResearch,Inc.Allrightsreserved
The premier conference brand for advancing collaboration through practice
INVESTMENT OPTIONS & DISCOUNT GUIDE
3 EASY WAYS
TO REGISTER
PW&
WBCA 888.670.8200 or
941.554.3500 Int’l
register@iirusa.com www.projectworld.com
Package Option
Pricing:
Register by
May 17th
Register by
June 14th
Register by
July 12th
Register by
August 9th
Standard &
Onsite
All-Access Pass $2,895 $2,995 $3,095 $3,195 $3,295
Conference Only $2,095 $2,195 $2,295 $2,395 $2,495
Tiered pricing is valid through expiration date. New Pricing takes effect at specific dates indicated. All fees
must be paid in full by expiration date or your price will increase to the next level tier.
Group Packages Two Day Packages Three Day Packages
Delegate Packages Per Person Total Package Per Person Total Package
3 $2,150 $6,450 $2,700 $8,100
5 $2,075 $10,375 $2,600 $13,000
10 $2,000 $20,000 $2,500 $25,000
15 $1,900 $28,500 $2,300 $34,500
20 $1,825 $36,500 $2,200 $44,000
For more information on customized group packages & standard group discounts, call Michael Moriarty at
646.895.7412.
DATE & VENUE
September 9-11, 2013
Disney’s Contemporary Resort
4600 North World Drive
Lake Buena Vista, FL 32830
Stay within your expense per diem at Disney’s Contemporary Resort. There are several economical
restaurant choices and you can schedule complimentary airport transportation through the hotel
concierge. To book your hotel accommodations at a discounted rate, please contact reservations
at 407.824.3869. Guests calling to make reservations should identify themselves as part of the “IIR,
ProjectWorld Conference” to receive the discounted rate. If you would like to arrive prior to 9/9/13 and/
or depart after 9/11/13 you must call the reservations number and cannot book on the web. Rooms are
limited and available on a first-come first-served basis. The cutoff date to reserve rooms at the negotiated
rate is August 8, 2013.
ARE YOU ELIGIBLE TO RECEIVE A DISCOUNT?
30% Are you a government, non-profit or academic professional employee? Save 30% off the standard rate.
25% Is your company sponsoring the event? Save 25% off the standard rate.
20% Are you a member of the PMI or IIBA? Save 20% off the standard rate.
20% Is your company speaking at the event? Save 20% off the standard rate.
*No two discounts can be combined. Please note that early registration discounts may be a better value than some of the discount
opportunities here, so please register today.
PAYMENTS
Due to unforeseen circumstances, the program may change & IIR reserves the right to alter the venue and/
or speakers. Payments may be made by check, Visa, MasterCard, Discover, Diners Club or American
Express. Please make all checks payable to the “Institute for International Research, Inc.” and write the
name of the delegate(s) on the face of the check, as well as our reference code: M2520. If payment has not
been received prior to registration the morning of the conference, a credit card hold will be required.
CANCELLATION POLICY
If you need to make any changes or have any questions, please feel free to contact us via email at register@
iirusa.com. Cancellations must be in writing and must be received by IIR prior to 10 business days before
the start of the event. Upon receipt of a timely cancellation notice, IIR will issue a credit voucher for the
full amount of your payment, which may be applied towards registration fees at any future IIR event held
within 6 months after issuance (the “Expiration Date”). All credit vouchers shall automatically expire on the
Expiration Date and shall thereupon become void. In lieu of issuance of a credit voucher, at your request,
IIR will issue a refund less a $795 processing fee per registration. Registrants are advised that no credit
vouchers or refunds will be issued for cancellations received less than ten business days prior to start of the
event, including cancellations due to weather or other causes beyond the Registrant’s control. IIR therefore
recommends that registrants allow for unexpected delays in making travel plans. Substitutions are
welcome at any time. If for any reason IIR decides to cancel this conference, IIR accepts no responsibility
for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors, speakers
and guests.
AUXILIARY AID
Any disable individual desiring auxiliary aid for this conference should notify IIR at least 3 weeks prior
to the conference in writing, by faxing 212.661.6045.
INCORRECT MAILING INFORMATION
If you are receiving multiple mailings, have updated information, or would like to be removed from our
database, please contact our database department at 212.661.3876 or fax 212.661.3014.
M2520
Don’t keep
to yourself. Pass this
brochure along to your PM & BA colleagues to take
advantage of group savings!
www.projectworld.com 11
Reuse. Recycle. Refer a Colleague.
If you’re already received a mailing please pass this along
to someone else who might be interested in attending.
Togther let’s keep the erth clean and the network growing.
Your #1Industry-led
Practitioner-to-Practitioner Peer Exchange
for Demonstrating the Value of What You Do
The premier conference brand for advancing collaboration through practice
September 9-11, 2013 | Disney’s Contemporary Resort | Orlando, FL
www.projectworld.com
Preparing Today’s Leaders to Confront Tomorrow’s Increasing Complexity
Featured Speakers Include:
Ralph Luck
former Property Director,
UK Olympic Delivery Authority
(London 2012 Olympics)
Carey Lohrenz,
U.S. Navy’s First Female F-14
Fighter Pilot and Team-Building,
Leadership and Strategy Expert
Antonio Nieto-Rodriguez,
Head of Transversal Portfolio
Management, BNP Parabis Fortis,
Author, The Focused Organization
William J. Greenwald
Director, Performance Coaching
and Advisory Practice (PCAP),
Humana
Media Partners:
Sponsors:
Institute for International Research
708 Third Ave
New York, NY 10017

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2013 Orlando Conference

  • 1. The premier conference brand for advancing collaboration through practice www.projectworld.comSeptember 9-11, 2013 | Disney’s Contemporary Resort | Orlando, FL ALL NEW Value for 2013 NEW Heightened focus on systems engineering NEW Speed Mentoring sessions: expert facilitated skill development to meet increasing stakeholder requirements NEW Full day Business Leadership workshop EXPANDS leadership development NEW Team management coverage including virtual teams, cultural and technological distance, time zones and geographies Featured Speakers Include: Ralph Luck Former Property Director, UK Olympic Delivery Authority (London 2012 Olympics) Naomi Karten Author, Changing How You Manage and Communicate Change Carey Lohrenz, U.S. Navy’s First Female F-14 Fighter Pilot and Team-Building, Leadership and Strategy Expert Antonio Nieto-Rodriguez, Head of Transversal Portfolio Management, BNP Parabis Fortis, Author, The Focused Organization William J. Greenwald Director, Performance Coaching and Advisory Practice (PCAP), Humana Preparing Today’s Leaders to Confront Tomorrow’s Increasing Complexity combines professional training alongside REAL WORLD PRACTICALITY for richer, more holistic leadership development making it the actionable playbook for advancement for over a decade. is grounded in collaboration around real world application with ALL NEW SESSIONS and SPEAKERS EVERY YEAR. ALL PRACTICAL sessions deliver actionable intelligence: Communicating the Value of What You Do Agile, Alternatives to Agile and Applying Lean to Agile Accountability of the PM, BA and PMO Redefining Soft Skills as Human Skills Requirements Engineering Exploring the growth of PM and BA — the Titles You Hold vs. the Roles You Perform Combining Methodologies to Improve Speed to Market How Does What You Do Relate to the Broader Enterprise? Evolving from Project Management to Program Management The Increasingly Social Project Manager and Project Team Adapting to Change and Uncertainty Core Content Areas delivers 36 PDU/CDUs...MORE than any other competitive event offering. IT Portfolio Management RISK Risk Management Retooling Leadership Creating Engagement in Project Teams AGILE Agile Summit From PM to Project Leader From BA to Business Strategist PM/BA Collaboration Tools, Techniques & Trends
  • 2. Dear Colleagues, In producing this event, we had the privilege of speaking with a whole host of project leaders and business analysts to better understand the evolving challenges you face. Our goal was to translate these challenges into a solution you have come to count on year after year. The result is a program that provides practical professional development to help you accelerate best practice and become more valuable to your entire organization. It was overwhelming to hear the resounding plea for hearing real world stories of “How does what I do relate to the broader enterprise?” This became the foundation for building the 2013 agenda and we believe this event will transform managers into true leaders. bridges the gap between theory and practice by championing and celebrating the role of the PM and BA as true contributors to the overall business with specific examples of how and why, and new ideas to help you achieve even more. Join us and know that you are investing in yourself and your career. What’s New in 2013 Speed Mentoring around very specific skill building needs Full day workshop on Leadership and Strategy All NEW sessions designed to prepare you for increasing complexity NEW Heightened focus on systems engineering NEW Team management coverage including virtual teams, cultural and technological distance, time zones and geographies Key Themes Covered Communicating the Value of What You Do Agile, Alternatives to Agile and Applying Lean to Agile Accountability of the PM, BA & PMO Redefining Soft Skills as Human Skills Requirements Engineering Exploring the Growth of PM & BA – The Titles You Hold vs. The Roles You Perform Combining Methodologies to Improve Speed to Market How Does What You Do Relate to the Broader Enterprise? Evolving from Project Management to Program Management The Increasingly Social Project Manager and Project Team Adapting to Change and Uncertainty The premier conference brand for advancing collaboration through practice The premier conference brand for advancing collaboration through practice 2 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com ©2013InstituteforInternationalResearch,Inc.Allrightsreserved NEW Pre-Conference Options to Maximize Learning – Choose the session that best meets YOUR needs! - Retooling Leadership Full Day Workshop - Agile, IT Portfolio Management and Risk Management Morning Workshops - Agile and Creating Engagement in Project Teams Afternoon Summit 5 Main Stage Keynotes exploring Leadership, Large- Scale Projects, Strategy Execution & Embracing Change 40+ breakout sessions focusing on YOUR project pain points Year-round learning opportunity with the webinar series Access to Connect, ’s proprietary online community allowing you to meet and network with fellow attendees before the event begins Exclusive Executive Summary highlights key takeaways and learnings from the event, synthesized in a convenient, easily distributable format to share amongst the team. Event Debriefing PowerPoint, just fill in the blanks on the presentation slides and you’ll have a ready to go presentation to share back at the office IIR’s Return on Attendance Tool, to ensure you make the most of your investment and time out of the office Difference...More Ways to Learn Than Ever Before: Kim Rivielle Managing Director, Marketing & Business Strategy Division Institute for International Reserach
  • 3. The premier conference brand for advancing collaboration through practice 2013 SPEAKER ROSTER: SOCIAL MEDIA: Twitter: @Project_World, #PWWCBA Facebook: ProjectWorld & World Congress for Business Analysts Group Blog: PWWCBA.blogspot.com LinkedIn: ProjectWorld & World Congress for Business Analysts SPONSORED BY PMI Registered Education Provider: The Institute for International Research (IIR) has been reviewed and approved as a provider of project management training by the Project Management Institute (PMI). As a PMI Registered Education Provider (R.E.P.), IIR has agreed to abide by PMI established quality assurance criteria. PMPs certified by the Project Management Institute (PMI) are eligible to receive up to 24 PDU CREDITS for the three days of this conference. Attendees will need to retain the necessary supportive documentation for this type of activity as specified in the PMP Handbook and submit their credit application directly to PMI. PMPs may submit PDUs up to twelve months after the expiration date of the cycle in which the activities were completed. IN ASSOCIATION WITH IIBA was formed in October 2003 and has become the leading international association for the business analysis profession. We help business analysts develop their skills and further their careers. IIBA has created the Business Analysis Body of Knowledge (BABOK Guide), plus certification programs for the recognition of practitioners. For more information about IIBA please visit us at www.theiiba.org. CBAP© Certification: Earn one CDU for each hour of education that relates to a business analysis function or that links to a BABOK© knowledge area. CDU reporting forms for the conference are available at the registration desk. Hedi Ago, President of PMI Central Florida Chapter, Manager, Major Project Delivery and Governance, Orlando Utilities Commission, OUC The Reliable One Joy Beatty, Vice President Research & Development, Seilevel Paula Bell, CEO, Paula A. Bell Consulting, LLC Ken Bono Jr., Manager, Project Management Office, Scottrade Diana Cagle, CBAP, MBA, Manager, North Highland Paul A. Capello, PMP, Program Management Consultant, RGP Healthcare Joanne Carswell, Senior Business Analyst, Team Lead, AutoTrader.com Alex Chen, MBA, PMP, Senior Project Manager, The Boeing Company Samantha Dunbar, Global PMO Manager, Deloitte’s Global Office of Information Management, Deloitte Touche Hans Eckman, VP, Technology Workstream Manager, Enterprise Information Services, SunTrust Bank James Franklin, P.E., PMP, Project Manager, CB&I Christopher Gaffney, Senior Director, IT Operations Management, AXA Equitable Ellen Gottesdiener, Founder, Principal Consultant, EBG Consulting, Inc. Don Gottwald, Core Faculty – Project Management, Capella University William Greenwald, Director, Performance Coaching and Advisory Practice, Humana Abby Hodge, PMP, MPM, Director, Project Management Office, State Stores, Inc. James Indelicato, Senior Project Director, Travelers Insurance Naomi Karten, Author, Changing How You Manage and Communicate Change Rodney Kruse, PMP, Senior IT Portfolio Manager, The Boeing Company Malgorzata Kusyk, PMI Poland, Senior Project Manager, Thomson Reuters Matthew Leach, Director, Business Analysis Practice, NTT Data, Inc. Carey Lohrenz, U.S. Navy’s First Female F-14 Fighter Pilot and Team-Building, Leadership and Strategy Expert Ralph Luck, former Property Director, UK Olympic Delivery Authority (London 2012 Olympics) Maureen McWhite, Business Applications Analyst, FedEx Chuck Millhollan, Director of Program Management, Churchill Downs Incorporated Amit Mitra, Senior Manager, TCS Global Consulting Practice Antonio Nieto-Rodriguez, Head of Transversal Portfolio Management, BNP Parabis Fortis, Author, The Focused Organization Ronan J. Murphy, Head of Risk Management, Railway Procurement Agency Ainsley Nies, PMP, ACP, CSM, CSPO, Principal, Acorn Consulting Enterprises Laura O’Brien, Senior IT Director, Travelers’ Enterprise Capabilities Office Srini Penchikala, Editor, InfoQ Razvan Radilian, MBA, Certified Business Analyst, OCEB, PMP, Independent Business Consultant and Trainer/Coach, Why-What-How Consulting Gopal Renganathan, MS, MBA, PMP, PMI-ACP, Senior Manager, PMO, Cisco Systems Scott Reynolds, PMP, PMI-RMP, Vice President, Senior Project Manager, Bank of America Lou Russell, CEO & Learning Facilitator, Russell Martin Associates Mario Simmons, Director - IT, ALSAC/St. Jude’s Children’s Hospital Marie Steele, PMP, PHR, Senior Project Manager, The Boeing Company Joy Toney, Manager - IT, ALSAC/St. Jude’s Children’s Hospital J. Leroy Ward, PMP, PgMP, CSM, Executive Vice President, ESI International Edward Wisniewski, PMP, CSCP, Global Clinical Supply Project Manager, Shire HGT Robert Woods, IT Project Manager & Agile Coach/ Trainer, Aarons, Inc. = Keynotes www.projectworld.com 3
  • 4. AGENDA-AT-A-GLANCE 4 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com ©2013InstituteforInternationalResearch,Inc.Allrightsreserved DAY ONE WORKSHOPS | MONDAY, SEPTEMBER 9, 2013 You must select one Workshop and one Summit and may not move between them. 7:30 Registration & Continental Breakfast FULL-DAY WORKSHOP 8:00 – 6:00 LEADERSHIP: Retooling Leadership (through the lens of Neuroscience) William Greenwald, Humana Inc. HALF-DAY WORKSHOPS 8:00 – 12:00 AGILE AGILE: An Agile Approach to Projects and Products: The Who, What, and Why Ellen Gottesdiener, EBG Consulting, Inc. Ainsley Nies, Acorn Consulting Enterprises IT PORTFOLIO MANAGEMENT: A Business Focused IT PMO – Oxymoron or Revolutionary Concept? Rodney Kruse, The Boeing Company RISK RISK MANAGEMENT: Developing a Risk Management Culture for Business Analysts and Project Managers Scott Reynolds, Bank of America 12:00 Luncheon for both Workshops and Summits attendees HALF-DAY SUMMITS 1:00 – 6:00 Creating Engagement in Project Teams Summit Chairperson AGILE Agile Summit Chairperson: Ellen Gottesdiener, EBG Consulting DAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013 DAY THREE MAIN CONFERENCE | WEDNESDAY, SEPTEMBER 11, 2013 1:00 Breakout sessions begin. Move between the tracks as much as you’d like. From PM to Project Leader From Business Analyst to Business Strategist Best Practice in PM/BA Collaboration Tools, Techniques and Trends 6:00 End of Tuesday Sessions 7:30 Registration & Continental Breakfast 8:00 Opening Remarks from the Conference Chair Chuck Millhollan, Churchill Downs Incorporated 8:15 KEYNOTE: The Delivery of the 2012 Summer Olympic Games and Legacy Ralph Luck, UK Olympic Delivery Authority (London 2012 Olympics) 9:15 Networking Break 9:30 KEYNOTE: The Business Case for Project and Portfolio Management and its Link to Strategy Execution: Convincing the Value to your CEO Antonio Nieto-Rodriguez, BNP Parabis Fortis, Author, The Focused Organization 10:30 SPEED MENTORING 12:00 Luncheon 7:30 Registration & Continental Breakfast 8:30 Opening Remarks from the Chair Chuck Millhollan, Churchill Downs Incorporated 8:45 KEYNOTE: Lessons in Leadership and Creating High Performing Teams Carey Lohrenz, U.S. Navy's First Female F-14 Fighter Pilot and Team-Building, Leadership and Strategy Expert 9:45 Networking Break 10:15 KEYNOTE: 20 NeuroLeadership Insights in 60 Minutes William Greenwald, Humana Inc 11:15 KEYNOTE: Embracing Change: Transforming Ideas and Challenges into Opportunities Naomi Karten, Author, Presentation Skills for Technical Professionals, Changing How You Manage and Communicate Change, Gaps and How to Close Them and Managing Expectations 12:00 Luncheon 1:00 Breakout sessions begin. Move between the tracks as much as you’d like. From PM to Project Leader From Business Analyst to Business Strategist Best Practice in PM/BA Collaboration Tools, Techniques and Trends 5:45 Close of PW&WCBA
  • 5. The premier conference brand for advancing collaboration through practice DAY ONE WORKSHOPS | MONDAY, SEPTEMBER 9, 2013 8:00 – 6:00 Retooling Leadership (through the lens of Neuroscience) William Greenwald, Director, Performance Coaching and Advisory Practice, HUMANA INC. Based on William’s soon to be released book (by the same title), William will immerse participants into the world of “functional” neuroscience utilizing levity and brevity as his guide. Specific focus will be aligned to show how leaders and Project Managers can leverage brain science to secure and sustain optimal levels of performance within their organizations and within their own levels of performance (both personally and professionally). Participants will explore numerous foundational aspects of brain science such as habit formation, stress management, personal resilience (for all ages), memory, and sleep/fatigue. Through experiential discovery and application, all attendees will leave with numerous insights and “A-ha” moments; culminating in the creation of a unique, behaviorally-based action plan geared towards “actionizing” these new insights immediately upon leaving the workshop. FULL DAY WORKSHOP 7:30 Registration & Continental Breakfast 8:00 – 12:00 Half-Day Workshops Begin 12:00 – 1:00 Luncheon for all Workshops and Summit attendees 7:30 Registration & Continental Breakfast 8:00 Full-Day Workshop Begins 12:00 – 1:00 Luncheon 6:00 Full-Day Workshop Ends AGILE AGILE An Agile Approach to Projects and Products: The Who, What, and Why Ellen Gottesdiener, Founder, Principal Consultant, EBG CONSULTING, INC Ainsley Nies, PMP, ACP, CSM, CSPO, Principal, ACORN CONSULTING ENTERPRISES Project managers and business analysts need to respond effectively to change and complexity in the way product development works today. Learn about the Agile project life cycle, the work that project managers and analysts do, and understand how Agile teams collaborate to deliver value. Get acquainted with core Agile practices, and learn techniques you can apply right now to your projects. IT PORTFOLIO MANAGEMENT A Business Focused IT PMO — Oxymoron or Revolutionary Concept? Rodney Kruse, PMP, Senior IT Portfolio Manager, THE BOEING COMPANY Years of evolving corporate policies, processes, and technology have culminated in what could only be imagined years ago: an IT Project Management Office (PMO) that actually places business value on par with technology advancement! There is tremendous value to be found at the intersection of business and technology but you must navigate carefully and avoid the many roadblocks to reach your final destination. In this session you will receive: • The Packing List: The essential items will you need in order to begin your trip • The Map: The directions (including known detours) that will ensure you can complete the journey • The Welcome Package: You’ve finally reached the destination and now you will want to take advantage of all the amenities! RISK RISK MANAGEMENT Developing a Risk Management Culture for Business Analysts and Project Managers Scott Reynolds, PMP, PMI-RMP, Vice President, Senior Project Manager, BANK OF AMERICA Many organizations face significant challenges in finding the right balance between project risk management and delivering project results quickly. Often, priority is given to issues management, rather than risk management, and we find ourselves spending time trying to build support for our project risk management activities. This highly interactive workshop will equip you with tools and strategies to create and develop an environment that is supportive of risk management at your company, which will allow you to spend more time on identifying and managing risk. HALF DAY WORKSHOPS Register for the Workshop of your choice. You must select one Workshop and may not move between them throughout the morning. It’s hard to find a multi-dimensional conference that applies to all aspects of Program, Portfolio and Project Management & Business Analysis. PW&WCBA achieves just that. Sessions were full of substantive content that were a great learning experience. - Gopal Renganathan, MS, MBA, PMP, Senior Manager, PMO, Cisco “ ” www.projectworld.com 5
  • 6. DAY ONE SUMMITS | MONDAY, SEPTEMBER 9, 2013 1:00 Chairperson's Remarks 1:05 The Value of Diversity: Increasing the Odds for Success in Decision Making Joy Toney, Manager – IT, ALSAC/ ST JUDE CHILDREN’S RESEARCH HOSPITAL Mario Simmons, Director– IT, ALSAC/ ST JUDE CHILDREN’S RESEARCH HOSPITAL In many organizations, there is a familiar root cause to failed projects or initiatives. In your environment, you’ve probably heard the statement “We just didn’t have the right people involved.” These failures can occur at all levels of the organization. A common thread amongst these failures points to a flawed thought process amongst those involved in the decision. Attendees should be warned that conventional perspectives on diversity may be challenged. Audience members are encouraged to actively participate during the session. Door prizes will be available. 2:30 Leading Virtual Teams in 2012: A Successful Methodology Paul A. Capello, PMP, Program Management Consultant, RGP HEALTHCARE Without a formal methodology for remote teams, performance of the team will degrade and strategic objectives will suffer. To get around this unfortunate fact of life, you need to employ a group of continuous reporting tools, metrics and practices for teams to be cognizant of their progress or lack thereof. At RGP Healthcare, the Program Manager provides this direction. Virtual teams are led with precision based tools and metrics to measure these efforts. This presentation will present how we do it and how it can be applicable to your world! 3:30 Networking Break 4:00 Successful Projects Across Borders: How to Achieve Team Unity Malgorzata Kusyk, PMI Poland, Senior Project Manager, THOMSON REUTERS “For a German and a Finn, the truth is the truth. In Japan and Britain it is all right if it doesn’t rock the boat. In China there is no absolute truth. In Italy it is negotiable” — Richard D. Lewis. Today’s project leaders are challenged to create a global environment that every person’s best talents contribute at full force. An interactive journey of a Project Manager from Eastern Europe to become globe smart. 5:00 My Global Project Team is Not United…What Did I Do Wrong? Edward Wisniewski, PMP CSCP, Global Clinical Supply Project Manager, SHIRE HGT The leadership of a project team has it challenges. These challenges increase when the team becomes both a global team and a virtual team. The project manager or business analyst must process business acumen to lead the project. They must take into account the time zone challenges and the business culture of each country represented on the team. 6:00 Summit Concludes 1:00 Chairperson's Remarks Ellen Gottesdiener, Founder, Principal Consultant, EBG CONSULTING, INC 1:05 Business and IT Alignment: Turning Agility into a Reality Robert Woods, IT Project Manager, Agile Coach/Trainer, AARON’S, INC. It doesn’t matter if you have been using Agile for 1 year or 10 years; getting business and IT alignment is a constant struggle. It doesn’t matter what your industry is or where your teams reside. As project leaders, we are battling generations’ of stereotypes surrounding IT as unable to deliver and lacking business or market knowledge. You cannot be truly Agile unless this gap is bridged! It takes more than just team activities and performance reviews to get results in today’s changing world of solutions delivery. Hear practical techniques Agile teams use to obtain true alignment between IT and business stakeholders. Learn ways to create excitement in the culture and landscape of your company and ways to drive change that shakes the pillars of your organization! 2:00 Agile Project Chartering: Positioning Projects For Success Ainsley Nies, Principal, ACORN CONSULTING ENTERPRISES How a project begins has a profound influence on how it proceeds. Projects that begin with a shared understanding of expectations across the project community are more likely to proceed effectively and succeed. Learn how Agile project chartering elicits agreed intentions, recognizable boundaries, principles that will guide interactions, and a prospective analysis of the challenges that lie ahead. 3:00 Networking Break 3:30 Got Value? A Practical, Sustainable Value Model for Making Agile Product Decisions Ellen Gottesdiener, Principal Consultant and Founder, EBG CONSULTING, INC. “Value” is the beacon, watchword, end game, justification, and mantra for Agile practitioners. You make product decisions at every turn throughout discovery and delivery based on value, balancing multiple considerations and perspectives. And yet many agile teams struggle to clearly, concisely, and continually use value as the basis for making decisions about which backlog items to pull and plan for. Join Ellen to explore the business value model—a lightweight framework for collaboratively and continually identifying stakeholder values and making value-based decisions on what to build, and when. 4:30 Transitioning to Agile in Large Organizations: Pragmatic Lessons from the Real World Laura O’Brien, Senior IT Director, TRAVELERS’ ENTERPRISE CAPABILITIES OFFICE Distributed global teams, constraints of “Big Legacy” applications, large-scale programs, regulated industry. Do any of these describe your organization? The transition to Agile in large organizations is both an exciting opportunity and a daunting challenge. Hear lessons learned in the journey at Travelers and real-word considerations for becoming more Agile. 5:30 Retrospective 6:00 Summit Concludes HALF DAY SUMMIT Register for the Summit of your choice. You must select one Summit and may not move between them throughout the afternoon. Creating Engagement in Project Teams Half Day Summit AGILE Agile Summit 6 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com ©2013InstituteforInternationalResearch,Inc.Allrightsreserved
  • 7. The premier conference brand for advancing collaboration through practice DAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013 7:30 Registration & Continental Breakfast 8:00 Opening Remarks from the Conference Chair Chuck Millhollan, Director of Program Management, CHURCHILL DOWNS INCORPORATED 8:15 KEYNOTE:The Delivery of the 2012 Summer Olympic Games and Legacy Ralph Luck, former Property Director, UK OLYMPIC DELIVERY AUTHORITY (LONDON 2012 OLYMPICS) Ralph, the former Property Director of the Olympic Delivery Authority will explain the thinking behind the Masterplan and delivery of the Olympic Park, Village and the Venues for the Games and in Legacy use. In particular, he will demonstrate how the permanent elements have acted as the catalyst to the long term sustainable regeneration of one of what was and in some areas still is, the most deprived areas in London. 9:15 Networking Break 9:30 KEYNOTE:The Business Case for Project and Portfolio Management and its Link to Strategy Execution: Convincing the Value to your CEO Antonio Nieto-Rodriguez, Head of Transversal Portfolio Management, BNP PARABIS FORTIS, Author, THE FOCUSED ORGANIZATION This presentation is based on years of research in project management and a concept that Antonio has developed in his book: “The Focused Organization” (www. thefocusedorganization.com). The presentation will show a new way of looking at the value of project and portfolio management and its link to strategy execution. It proves why project management is often misunderstood and undervalued by senior executives. It provides participants a different way and strong arguments of selling their work, project management, PMO, portfolio management to their senior management/executives. It addressed the participants directly with concrete examples that they can use both in their professional and personal lives—and all filled in with many real stories from all his years working in project and portfolio management. 10:30 Speed Mentoring You’ve participated in the YOURSPACE sessions and have experienced SPEED networking at various events. What we’ve done is combine the two to sharpen skill building on very particular and highly specific developmental requirements. Similar in format to speed networking, you will move from table to table when the bell rings – the difference is you will have the opportunity to spend time with experts who will help accelerate your individual learning. Here you will channel the brilliance of a room full of PM and BA professionals. This activity leverages the collective knowledge and expertise of all participants. Get inspired by the ideas of your fellow attendees during this interactive SPEED MENTORING activity. Sample topics include but are not limited to: risk schedule management, negotiation, configuration management, root cause analysis, managing across time zones, expert project engineering, managing to data storage. If you would like to recommend a topic area, please email krivielle@iirusa.com. 12:00 Lunch 1:00 Beyond Risk Management: From Risk Mitigation to Value Creation Ronan J. Murphy, Head of Risk Management, RAILWAY PROCUREMENT AGENCY This is a case study from the client risk manager’s perspective. It describes the complete project lifecycle of a highly complex, multi-billion dollar portfolio of projects—how the project risk management process matured over a ten year project lifecycle; how this process was then tailored to create a successful Enterprise Risk Management process to support ongoing operations; and how a three tiered Corporate Risk Management process has achieved significant benefits during the first eight years of operation. Coming Attractions: BABOK take 3 Joy Beatty, Vice President of Research and Development, SEILEVEL Get the inside scoop from a member of the core team about what’s changing in the next release of “BABOK® Guide v3.” You’ll learn about knowledge area name changes, new and exciting tasks, technique make-overs, and a few things gone missing. Learn how we broaden the reach and effectiveness of the BABOK® . Walk away with an understanding of how the big changes coming with the new release will help you. • Overarching themes in the next release of the BABOK® • Specific major changes coming • How the changes will help you It’s the Goal, Not the Role: Work of Project Management and Business Analysis in Agile Ellen Gottesdiener, Principal Consultant and Founder, EBG CONSULTING, INC On Agile projects, what happens to the project manager and business analyst roles? How do these traditional roles align with those in Scrum or other lean/agile methods? What skills are the same, and what is changed? Join us to explore these questions, hear how traditional PM and BA roles have been transformed to Agile in organizations Ellen has coached, and consider progressive ways to improve yourself professionally—even if you aren’t actively working on an Agile project. Developing Practical Measures & Metrics Marie Steele, PMP, PHR, Senior Project Manager, THE BOEING COMPANY Alex Chen, MBA, PMP, Senior Project Manager, THE BOEING COMPANY There is a common saying that “you get what you measure”. However, when it comes to projects, we often end up measuring things that are traditional, simple or comfortable instead of taking the time to think through and develop meaningful metrics. This presentation will cover some well-known basic metrics such as Earned Value Methodology (EVM), as well as ideas for metrics that can be used to evaluate other dimensions, such as scope, quality, risks, stakeholder expectations, etc. Examples will be provided of metrics developed, and processes used, in response to real needs within Boeing. From PM to Project Leader From Business Analyst to Business Strategist Best Practice in PM/BA Collaboration Tools, Techniques and Trends Breakout sessions begin. Move between the tracks as much as you’d like. For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com www.projectworld.com 7
  • 8. 2:30 Best Practices to Get a Huge Global Enterprise Program Back on Track – Real Life Case Study Gopal Renganathan, MS, MBA, PMP, PMI-ACP, Senior Manager, PMO, CISCO SYSTEMS How would you as a program manager put together a plan and execute a turnaround of a global enterprise program that is more than a year late and the company is spending more than $5 Mil a quarter to transform its business? This presentation takes you through the plan, trials and tribulations, learning and best practices of such an experience. BA 20/20 – Creating a Discrete Vision and Goals to Transform Your Practice Hans Eckman, VP, Technology Workstream Manager, Enterprise Information Services, SUNTRUST BANK In “Good to Great”, Jim Collins found that the best companies set Big Hairy Audacious Goals (BHAGS). What would happen if you took the same approach for your practice? BA 20/20 set a clear vision of where SunTrust Bank’s BA maturity will be year 2020. • Review a bold initiative for continuous improvement to the BA role and processes • Understand how quantifiable goals are critical to improvement efforts • Discuss and critique this approach as a viable path for organizational change management. Let’s Collaborate Not Tolerate: How to Build a Successful BA/PM Partnership Paula Bell, CEO, PAULA A. BELL CONSULTING, LLC How many times have you been on a project where you just could not get into a good rhythm with your project manager or business analyst? This tension could hinder the ultimate success you could have on the project. This presentation will give you best practices, tips and tricks on how to create an environment of PM/BA collaboration to break through the barriers of toleration. • How to build a relationship with your PM or BA • How to foster a collaborative environment • How to maintain a positive partnership Stress is Heavy-Lighten Up! Lou Russell, CEO, Learning Facilitator, RUSSELL MARTIN ASSOCIATES There is silent killer that is plaguing our projects. It destroys families, threatens jobs, stifles innovation, creates medical and legal problems and reduces the GNP. It is the plague of HURRY. We are speeding past our own lives. Be challenged to adapt, to grow resilience and to focus. Pause, cut yourself some slack and go a different way. Re-establish your own base to move toward more successful projects and life independent of the chaos. • Identify the factors that drive you nuts every day. • Learn to regulate your emotional response based on your own strengths. • Grow your resilience to improve your decision making and eliminate rework. 4:30 4:00 14 Project Leadership Skills to Boost Your Career J. LeRoy Ward, PMP, PgMP, CSM, Executive Vice President, ESI INTERNATIONAL This presentation details the 14 leadership skills identified through extensive discussions over a 2-year period with key executives in Global Fortune 500 companies and Government organizations. These have been categorized in a hierarchy of development showing which skills need to be developed first as the building blocks of other skills. This is a pragmatic, real-world approach to understanding which leadership competencies will boost your career regardless of industry or geography. Global Collaboration: Working Successfully in a Global Business Analyst Community Christopher Gaffney, Senior Director, IT Operations Management, AXA EQUITABLE Globalization is common these days, and with that are opportunities to work on international projects and collaborate with peer Business Analysts from around the world. In this presentation we will discuss how a Global BA Community improves the effectiveness and efficiency of BAs in an international company through the sharing of ideas and best practices, and how to take advantage of international opportunities and build long-lasting relationships in this global environment. Soft Skills for Effective Collaboration Maureen McWhite, Business Applications Analyst, FEDEX Effective collaboration is driven by the team’s ability to utilize their soft skills in the collaboration process. This presentation will provide information, tools, and techniques to help teams further develop their soft skills. This is the key to strengthening the relationships between the BA and PM so that they can work together to make their projects a success. Information will center around the following concepts: • Navigating communication pitfalls • The art of “pushing back” • Building relationship This session will be delivered by Realization. From PM to Project Leader From Business Analyst to Business Strategist Best Practice in PM/BA Collaboration Tools, Techniques and Trends DAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013 Networking Break Close of Tuesday Sessions For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com 6:00 8 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com ©2013InstituteforInternationalResearch,Inc.Allrightsreserved
  • 9. The premier conference brand for advancing collaboration through practice DAY THREE MAIN CONFERENCE | WEDNESDAY, SEPTEMBER 11, 2013 8:00 Registration & Continental Breakfast 8:30 Opening Remarks from the Chair Chuck Millhollan, Director of Program Management, CHURCHILL DOWNS INCORPORATED 8:45 KEYNOTE:Lessons in Leadership and Creating High Performing Teams Carey Lohrenz, U.S. NAVY’s First Female F-14 Fighter Pilot and Team-Building, Leadership and Strategy Expert Carey Lohrenz knows what it takes to win in one of the highest pressure, extreme environments imaginable: in the cockpit at Mach 2, as the first female F-14 Tomcat Fighter Pilot in the U.S. Navy, having flown missions worldwide as a combat-mission-ready United States Navy pilot, Lohrenz is used to working in fast moving, dynamic environments, where inconsistent execution can generate catastrophic results. The same challenges are found in business—and most successful leaders share a common foundation of principles used from the flight deck to the front office. The processes of Planning, Briefing, Debriefing and Adjusting help businesses manage risk while becoming a High Performing Organization. 9:45 Networking Break 10:15 KEYNOTE: 20 NeuroLeadership Insights in 60 Minutes William Greenwald, Director, Performance Coaching and Advisory Practice, HUMANA INC William will spend the hour talking about everything YOU ever wanted to know about how leaders and project managers can leverage Brain Science to sustain optimal performance. Leading up to the event, PW&WCBA attendees have the unique opportunity to co-create the content of William’s presentation. Attendees can post their specific questions, or build off the questions of their peers. At the event, William will spend the entire hour answering YOUR most relevant, pressing questions. Real questions lead to real insights, which results in real value. 11:15 KEYNOTE:Embracing Change: Transforming Ideas and Challenges into Opportunities Naomi Karten, Author, Presentation Skills for Technical Professionals, Changing How You Manage and Communicate Change, Gaps and How to Close Them and Managing Expectations Why do project managers, department managers and even senior managers have such difficulty managing change? The reality is that people at all levels, from individual contributors to senior executives, are often guilty of flawed practices when implementing change. Most seriously, many ignore, trivialize, or fail to understand the human element: the impact of the change on the people affected. Join Naomi and learn some critical management and communication practices that will help you successfully introduce change, manage change efforts, and cope with change when you’re on the receiving end. In this serious, yet lighthearted presentation, Naomi will describe the stages people go through in reacting to and adjusting to change. You’ll learn the importance of reducing the duration and intensity of the turbulence associated with change, and you’ll gain insight into how to do it. 12:00 Lunch 1:00 From PM to Project Leader From Business Analyst to Business Strategist Best Practice in PM/BA Collaboration Tools, Techniques and Trends Is a PMP Needed, or is it Simply an Option? Ken Bono Jr., Manager, Project Management Office, SCOTTRADE Given we all have risks listed availability of resources as a concern, this presentation will provide some key insights on helping your Project Managers gain back time, increase their efficiency and thus, increase their bandwidth. This in turn will allow their respective PMO’s to allocate more projects per PM. Developing Business Analysis Expertise in Your Organization Matthew W. Leach, Director, Business Analysis Practice, NTT DATA INC In today’s complex business environment, there is urgency for results and an increasing need to “get-it-right-the-first-time”. Organizations have responded by recognizing the need for business analysts; however few provide the support business analysts require to consistently achieve success. The solution, provide business analysts of all skill levels with methodology, tools, training and mentoring business analysts require to grow within their organization and the profession. This presentation shares NTT DATA’s experiences and lessons learned from growing their Global Business Analysis Practice and establishing BA expertise for their clients. Project Spotlight Framework of Architecture, Integration and Security: OUC Brings a Layer of Design Authority in its Projects Hedi Ago, President, PMI Central Florida Chapter and Manager, Major Project Delivery and Governance, Orlando Utilities Commission, OUC THE RELIABLE ONE The pitfalls of many projects is it’s ever growing challenge that comes with underlying framework— infrastructure, integration and security. Typically all of the pieces of the projects are highly tangible to the PM but when it comes to infrastructure, integration and security things get lost in the complexity. OUC has decided to pursue a concentration on these verticals outside of its PMO and introduced the area called Project Design Authority. Cloud, Mobile, Social, NoSQL and Big Data: What These Emerging Technologies Mean to Product and Project Managers and Business Analysts Srini Penchikala, Editor, INFOQ There have been several technologies that have been getting a lot of attention for last few years. These include Social, Mobile and Cloud Computing, NoSQL Databases, and Big Data. This presentation will cover these technologies from non-technical point of view and discuss what these technologies mean to product and project management leadership and why it is critical to understand where they fit in the new product development lifecycle and architecture models. Breakout sessions begin. Move between the tracks as much as you’d like. For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com www.projectworld.com 9
  • 10. DAY THREE MAIN CONFERENCE | WEDNESDAY, SEPTEMBER 11, 2013 2:30 Global Project Portfolio Management (PPM)—Borderless Delivery Samantha Dunbar, Global PMO Director, Deloitte’s Global Office of Information Management, DELOITTE TOUCHE This presentation will include a riveting overview of the roadmap, challenges and benefits to providing repeatable, sustainable project portfolio management across global organizations. Acknowledgement will be given to factors such as a global need for financial management that extends throughout the entire project cycle, improved visibility and transparency to the status and health of projects, programs, and portfolios and next generation project portfolio management maturity. Building a Successful Requirements Re-Use Program Joanne Carswell, Senior Business Analyst, Team Lead, AUTOTRADER.COM This presentation covers the steps necessary to start a requirements re-use program and focuses on the benefits that such a program will have for any company—large or small. Regardless of the level of requirements re-use you are considering, this presentation will take you through the steps from planning your program through implementing it. Following are the major topics to be discussed: • Benefits of Requirements Re-use • Different levels of Requirements Re-use • Questions to Answer Before Beginning Your Program • Steps for Implementing a Re-use Program Keys to Successful Communication in a Global Project Environment Abby Hodge, PMP, MPM, Director, Project Management Office, STAGE STORES, INC. The objective of this presentation is to present to the audience a real life discussion on successful communication in a global project environment and the importance of being authentic and intentional in building relationships in a virtual environment where technology is constantly evolving. • Methods to strengthen intentional and authentic communication • Methods on level setting expectations • Improved decisioning on project issues/risks • Improved stakeholder management • How to keep the relationship of team members personable in a virtual team • Appropriate times to use electronic forms of communication tools (email, phone, text, Skype) versus face to face. Business Simulations: From GREAT to GOOD! Razvan Radulian, MBA, Certified Business Analyst, OCEB, PMP, Independent Business Consultant and Trainer/Coach, WHY-WHAT- HOW CONSULTING, LLC [The Great] For a very long time, business consultants and tool vendors have advocated that process simulations would deliver exciting benefits. For an equally long time, once sold on the idea, practitioners discovered that simulations failed to deliver on that promise. Various reasons were invoked: level of required expertise/ training, complete data needed to run simulations, expensive tools, etc. This presentation will cover the myths and perceptions surrounding simulations, along with a pragmatic approach to deliver the promised benefits [The Good], without losing your shirt on the way to success. From PM to Project Leader From Business Analyst to Business Strategist Best Practice in PM/BA Collaboration Tools, Techniques and Trends 4:15 4:00 Building A Data Warehouse at Travelers – A Lesson in Risk Management James J. Indelicato, Senior Project Director, TRAVELERS INSURANCE The presentation will take the audience through a high profile, high cost, multi-year project and many of the early failures. The project suffered from extreme complexity, expanding scope, and historical data quality issues. At the threshold of project cancelation, the project team offered a unique solution; proposing iterative “throw away” projects that brought quick value to the business while providing the project team the opportunity to learn and prepare for the future project pitfalls. Beyond Service Reuse: Self-Aware Services, Processes and Objects that Adapt by Reasoning About Themselves Amit Mitra, Senior Manager, TCS GLOBAL CONSULTING PRACTICE This session will present a business modeling paradigm about designing objects, processes, services and business rules that adapt to changing business objectives by reasoning about themselves, based on an ontology that is also useful for supporting communication across the extended enterprise. • Engineering Business Agility • Support for extended enterprises and business- on-demand models • Patterns that support and accelerate BPM models that support self-aware processes Mind Mapping Techniques to Improve Project Brainstorming, Collaboration, and Planning Jim Franklin, P.E., PMP, Project Manager, CB&I “A mind map is a diagram used to represent words, ideas, tasks, or other items linked to and arranged around a central key word or idea”. Mind mapping software allows users to visually analyze and brainstorm ideas quickly. Using mind mapping software, teams more effectively create project planning documents. This presentation provides examples and best practices how project teams utilize mind mapping software to brainstorm, collaborate and create project plans. The Art of Process Mapping…Fast! Diana Cagle, CBAP, MBA, Manager, NORTH HIGHLAND Processes are at the heart of every organization and process mapping is critical to understanding the flow of activities, uncovering and solving problems, streamlining operations and implementing changes. In this session you’ll: • Learn when to map processes and the advantages mapping provides • Acquire techniques to map your processes quickly and accurately • Hear what standards are taking hold, how easily they are to pick up and the benefits of following a standard Networking Break Close of PW&WCBA 2013. For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com For full session details please visit www.projectworld.com 6:00 10 To Register Call 888.670.8200 or 941.554.3500 International Email register@iirusa.com ©2013InstituteforInternationalResearch,Inc.Allrightsreserved
  • 11. The premier conference brand for advancing collaboration through practice INVESTMENT OPTIONS & DISCOUNT GUIDE 3 EASY WAYS TO REGISTER PW& WBCA 888.670.8200 or 941.554.3500 Int’l register@iirusa.com www.projectworld.com Package Option Pricing: Register by May 17th Register by June 14th Register by July 12th Register by August 9th Standard & Onsite All-Access Pass $2,895 $2,995 $3,095 $3,195 $3,295 Conference Only $2,095 $2,195 $2,295 $2,395 $2,495 Tiered pricing is valid through expiration date. New Pricing takes effect at specific dates indicated. All fees must be paid in full by expiration date or your price will increase to the next level tier. Group Packages Two Day Packages Three Day Packages Delegate Packages Per Person Total Package Per Person Total Package 3 $2,150 $6,450 $2,700 $8,100 5 $2,075 $10,375 $2,600 $13,000 10 $2,000 $20,000 $2,500 $25,000 15 $1,900 $28,500 $2,300 $34,500 20 $1,825 $36,500 $2,200 $44,000 For more information on customized group packages & standard group discounts, call Michael Moriarty at 646.895.7412. DATE & VENUE September 9-11, 2013 Disney’s Contemporary Resort 4600 North World Drive Lake Buena Vista, FL 32830 Stay within your expense per diem at Disney’s Contemporary Resort. There are several economical restaurant choices and you can schedule complimentary airport transportation through the hotel concierge. To book your hotel accommodations at a discounted rate, please contact reservations at 407.824.3869. Guests calling to make reservations should identify themselves as part of the “IIR, ProjectWorld Conference” to receive the discounted rate. If you would like to arrive prior to 9/9/13 and/ or depart after 9/11/13 you must call the reservations number and cannot book on the web. Rooms are limited and available on a first-come first-served basis. The cutoff date to reserve rooms at the negotiated rate is August 8, 2013. ARE YOU ELIGIBLE TO RECEIVE A DISCOUNT? 30% Are you a government, non-profit or academic professional employee? Save 30% off the standard rate. 25% Is your company sponsoring the event? Save 25% off the standard rate. 20% Are you a member of the PMI or IIBA? Save 20% off the standard rate. 20% Is your company speaking at the event? Save 20% off the standard rate. *No two discounts can be combined. Please note that early registration discounts may be a better value than some of the discount opportunities here, so please register today. PAYMENTS Due to unforeseen circumstances, the program may change & IIR reserves the right to alter the venue and/ or speakers. Payments may be made by check, Visa, MasterCard, Discover, Diners Club or American Express. Please make all checks payable to the “Institute for International Research, Inc.” and write the name of the delegate(s) on the face of the check, as well as our reference code: M2520. If payment has not been received prior to registration the morning of the conference, a credit card hold will be required. CANCELLATION POLICY If you need to make any changes or have any questions, please feel free to contact us via email at register@ iirusa.com. Cancellations must be in writing and must be received by IIR prior to 10 business days before the start of the event. Upon receipt of a timely cancellation notice, IIR will issue a credit voucher for the full amount of your payment, which may be applied towards registration fees at any future IIR event held within 6 months after issuance (the “Expiration Date”). All credit vouchers shall automatically expire on the Expiration Date and shall thereupon become void. In lieu of issuance of a credit voucher, at your request, IIR will issue a refund less a $795 processing fee per registration. Registrants are advised that no credit vouchers or refunds will be issued for cancellations received less than ten business days prior to start of the event, including cancellations due to weather or other causes beyond the Registrant’s control. IIR therefore recommends that registrants allow for unexpected delays in making travel plans. Substitutions are welcome at any time. If for any reason IIR decides to cancel this conference, IIR accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors, speakers and guests. AUXILIARY AID Any disable individual desiring auxiliary aid for this conference should notify IIR at least 3 weeks prior to the conference in writing, by faxing 212.661.6045. INCORRECT MAILING INFORMATION If you are receiving multiple mailings, have updated information, or would like to be removed from our database, please contact our database department at 212.661.3876 or fax 212.661.3014. M2520 Don’t keep to yourself. Pass this brochure along to your PM & BA colleagues to take advantage of group savings! www.projectworld.com 11
  • 12. Reuse. Recycle. Refer a Colleague. If you’re already received a mailing please pass this along to someone else who might be interested in attending. Togther let’s keep the erth clean and the network growing. Your #1Industry-led Practitioner-to-Practitioner Peer Exchange for Demonstrating the Value of What You Do The premier conference brand for advancing collaboration through practice September 9-11, 2013 | Disney’s Contemporary Resort | Orlando, FL www.projectworld.com Preparing Today’s Leaders to Confront Tomorrow’s Increasing Complexity Featured Speakers Include: Ralph Luck former Property Director, UK Olympic Delivery Authority (London 2012 Olympics) Carey Lohrenz, U.S. Navy’s First Female F-14 Fighter Pilot and Team-Building, Leadership and Strategy Expert Antonio Nieto-Rodriguez, Head of Transversal Portfolio Management, BNP Parabis Fortis, Author, The Focused Organization William J. Greenwald Director, Performance Coaching and Advisory Practice (PCAP), Humana Media Partners: Sponsors: Institute for International Research 708 Third Ave New York, NY 10017