2013 Orlando Conference

!e premier conference brand for advancing collaboration through practice

www.projectworld.com

September 9-11, 2013 | Disney’s Contemporary Resort | Orlando, FL

ALL NEW Value for 2013

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Heightened focus on systems engineering

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Speed Mentoring sessions: expert facilitated skill development to

meet increasing stakeholder requirements

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W

Full day Business Leadership workshop EXPANDS leadership

development

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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

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E

W

sessions designed to prepare you for increasing complexity

N

E

W

Heightened focus on systems engineering

N

E

W

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

2

To Register Call 888.670.8200 or 941.554.3500 International Email [email protected]

© 2013 Institute for International R

esearch, Inc. All rights reserved

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

!e premier conference brand for advancing collaboration through practice2013 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,


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


3

AGENDA-AT-A-GLANCE

4




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


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


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


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



From Business Analyst to Business

Strategist

Best Practice in PM/BA Collaboration Tools, Techniques and Trends

5:45 Close of PW&WCBA

!e premier conference brand for advancing collaboration through practiceDAY 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

“

”


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!


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.


3:30 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




!e premier conference brand for advancing collaboration through practiceDAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013


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.


9:30 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

[email protected].

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 Business Analyst to

Business Strategist

Best Practice in

PM/BA Collaboration

Tools, Techniques and Trends


For full session details please visit





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.



Business Strategist

Best Practice in

PM/BA Collaboration


DAY TWO MAIN CONFERENCE | TUESDAY, SEPTEMBER 10, 2013

Networking Break

Close of Tuesday Sessions









6:00

8




!e premier conference brand for advancing collaboration through practiceDAY THREE MAIN CONFERENCE | WEDNESDAY, SEPTEMBER 11, 2013


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.


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



Business Strategist

Best Practice in

PM/BA Collaboration


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.











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.



Business Strategist

Best Practice in

PM/BA Collaboration


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.







6:00

10




!e premier conference brand for advancing collaboration through practiceINVESTMENT OPTIONS & DISCOUNT GUIDE

3 EASY WAYS

TO REGISTER

PW&

WBCA 888.670.8200 or

941.554.3500 Int’l

[email protected] 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!


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 #1 Industry-led

Practitioner-to-Practitioner Peer Exchange

for Demonstrating the Value of What You Do


September 9-11, 2013 | Disney’s Contemporary Resort | Orlando, FL


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,


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

2013 Orlando Conference

Documents

Transcript of 2013 Orlando Conference