PMIFC Chapter Meeting 22.May 2006

1. PMIFC Chapter Meeting 22.May 2006

2. Agenda • Welcome and introduction, Andreas Lowinger President • Managing Projects in a global environment – Web Order Management development at P&G, Ingo Kusch, Procter & Gamble • Break • Adult and Accelerated LearningAdult and Accelerated Learning Peter McBride, McBride Consulting Cheetah Learning • Break • PMI Leadership Meeting 2006 Madrid –an update Wilhelm Kross, VP Finance

3. PMI Leadership Institute Meeting, Madrid, May 2006 : A Brief Summary PMI Frankfurt Chapter Meeting May 22nd, 2006, Procter & Gamble, Schwalbach/Frankfurt

4. PMI 2006 Leadership Meeting Agenda • Friday, May 5th • Leadership Institute Meeting Opening Session (Iain Fraser, Greg Balestrero, Alfonso Bucero) • Community Transformation Project Update (Ed Rosenstein, Jan van Broeck) • Introduction to the EMEA Service Centre (Alessandro Cortese, Tita Rosvall) • Educational Tracks • Event Management : how to organize a successful Event (Christiaan Kindermans) • Coaching & Mentoring (Zbigniew Traczyk) • Research Program – Past, Present, Future (Edwin Andrews)

5. PMI 2006 Leadership Meeting Agenda • Saturday, May 6th • Component Learning and Sharing – Region 8 & 12 • Component Learning and Sharing – SIG / College • Interactive Workshops • Marketing Plans (Alexander Matthey) • Managing Expectations during Times of Change and Uncertainty (Michael Flint, Herman Gonzalez) • Advocacy and Outreach (James McGeehan) • Educational Tracks • Component Finance (Thomas Wuttke) • Strategic Planning & Alignment (Wes Balakian) • Certification (Denny Smith) • Leadership Institute Meeting Networking Reception

6. PMI 2006 Leadership Meeting Agenda • Sunday, May 7th • Educational Tracks • Succession Planning and Board Transition (Alexandre Rodrigues) • Team Building „United by the Moment“ (Brenda Treasure) • How to Use the Data Exchange Program (DEP) (Drew Ihrenfeld) • Educational Tracks • Successful Communications (Alfonso Bucero) • Conflict in Communication (Sheilina Somani) • Certification (Denny Smith) • Educational Tracks • Component Webinar Program (Karel de Bakker, Craig Peterson) • Leading Teams to High Performance : Lessons from the Wild (Linda McKenna) • OPM3 Products Suite (Larry Bull) • Ask the Governance Committee • Leadership Institute Meeting Networking Reception

7. Promising Side-Effects and Further Initiatives • New PMI standards introduced, on Program Management and Portfolio Management : detailed presentation forthcoming in one of the next bi-monthly PMIFC meetings (by Hans Leweling) • Potential for the use of the PMIFC Website infrastructure in other chapters • Meeting of and cooperation between several European VPs Finance • Concept of hosting a joint PMI Germany event in 2007 • Potential for the adoption of FSSIG infrastructure and RiskSIG processes and procedures for the hosting of Webinars • General and specific information sharing, and a variety of interesting personal contacts with other leaders from all operating regions of PMI • Conclusion : important and successful meeting, well worth attending

8. PMI Leadership Institute Meeting, Madrid, May 2006 : A Brief Summary ATTACHMENTS and BACKUP PMI Frankfurt Chapter Meeting May 22nd, 2006, Procter & Gamble, Schwalbach/Frankfurt

9. Leadership Institute Meeting Opening Session • Brief welcome presentation by Iain Fraser, Greg Balestrero, Alfonso Bucero • Introduction of current PMI board members and officers in the audience • Gratitude expressed to a variety of further volunteers who made valuable contribution to a variety of special initiatives and PMI corporate programs • Explanation of the importance of the PMI Leadership Institute meetings • A few interesting numbers and statistics

10. Community Transformation Project Update • Brief introduction to the current status and ongoing initiatives in the PMI Community Transformation Project, by Ed Rosenstein and Jan van Broeck • Goals and objectives of the Community Transformation Update • Generic process adopted to translate the PMI Strategic Plan into PM community outreach and volunteer & community involvement initiatives • Key players involved in this multinational and multicultural PMI initiative • Current status and next steps

11. Introduction to the EMEA Service Centre • Brief introduction of the PMI EMEA regional service centre, by Alessandro Cortese and Tita Rosvall • The team and the various individual contributors • Range of services provided

12. Event Management : how to organize a successful Event • Report from the Netherland- and Belgium chapters on the organization of the “Benelux Day” • Annual event for members and their family • Free entrance • Interesting lectures • Dining and family activities • Some insights into the project management plan for the “Benelux Day” • Timeline • Resources (managed by a different project manager every year) • Budget • Offering support for other chapters • Good set of activities that may be “copied”

13. Coaching & Mentoring • Presentation by Zbigniew Traczyk, graphically animated by his daughter • Definition and respective focuses of “coaching” versus “mentoring” • Coaching and mentoring versus management and leadership • Contextual suitability of typical coaching versus mentoring approaches

14. Research Program – Past, Present, Future • Research interest in PM has increased since 1977 from annually ~ 300 research articles to more than 1600 articles in 2006, the number of general PM articles is increasing similarly but started somewhat later, most importantly from 1995 onwards • PMI Research Department formed in 1997 • Topics: methodologies, mathematical modeling, data mining • Examples in 2005: • Exploring the role of the Executive Project Sponsor, interaction of personality type with project type, post project reviews to synthesize lessons learnt • Plans for 2006: • Complexity theory in PM, impact on PM trends in related disciplines, organizing for PMO success, HR management in the project-oriented organization, project management in China: establishing a national baseline

15. Component Learning and Sharing – Region 8 & 12 • Subdivision of audience into parallel working sessions on 3 topics • Define and offer membership values • Identify ways to obtain, maintain, enhance and manage attributes and factors affecting chapters’ sustainable growth • Identify means and ways to gain new members and keep existing members • Multicultural parallel working teams, good opportunity to share ideas and to learn from each others’ approaches to addressing issues in chapters • Team presentations, slides and flipcharts to be distributed by EMEA centre

16. Component Learning and Sharing – SIG / College • ??? (session was not attended by any of the PMIFC representatives)

17. Marketing Plans • ??? (session was not attended by any of the PMIFC representatives)

18. Managing Expectations during Times of Change and Uncertainty • Presentation on expectation management under the influence of uncertainties, by Michael Flint Herman Gonzalez • Sources and respective impacts of change and uncertainties • Simplistic but effective framework for the recognition and incorporation of challenges and uncertainties in project-type situations • Team case studies on the successful implementation of change in certain selected real-life situations, with 4 individual team presentations

19. Advocacy and Outreach • PMI organization has strong focus on expansion in Europe and even more importantly, the Asia Pacific regions • PMI has spearheaded roundtable in China • PMI is currently planning a roundtable initiative in Europe (UK) • The SAC Circle initiative which was initiated in the previous year, has been rather successful • Fee-based membership of enterprises interested in furthering PM (e.g. IBM, SAP, …) • Further enterprises apparently interested in joining

20. Component Finance • Repeated presentation, original version dating back to Bangkok meeting • Introduction to the basic standards & policies in PMI component finance • No essential new findings for the PMIFC, but relevant for smaller chapters

21. Strategic Planning & Alignment • ??? (session was not attended by any of the PMIFC representatives)

22. Certification • Following some modifications to the passing score, the PMP program is now stable and running successfully • The CAPM program has remained unchanged, but shall in future be marketed more intensely • Currently developing a certification program on the basis of the new program management standard

23. Leadership Institute Meeting Networking Reception • Well organized reception, good opportunity to meet face to face and to talk to other leaders in the PMI community • Benefited from the opportunity to talk with Greg Balestrero, PMI CEO

24. Succession Planning and Board Transition • Identification of key issues and exchange of ideas in succession planning and board transition, presented by Alexandre Rodrigues • Key success factors (sources and key attributes of good candidates, timing, …) • Typical potential issues (timing lack of candidates, conflict of interest, …) • Identification and “growing” of good candidates • What (not) to incorporate in component by-laws • Lessons learnt and information exchange on best practices in successful succession planning and board transition

25. Team Building : „United by the Moment“ • Introduction to the basics of team play and team building • Together Everybody Achieves More • Ability of the human mind to read over spelling mistakes in text • Case study – team answers to some 20+ questions • Recognition that effectively all questions could be answered by someone somewhere in the audience • Case study summary of the recent commonwealth games in Melbourne • 7,5 years of planning, 71 countries, 33900 people, 32 locations • 2000 PCs, 100 servers, 5000 radios, 3060 mobiles, 1531 television sets, 973 reprographic devices, 7493 cable outlets, over 1000 km of voice and data cable, 30 km of TV cable, 215 network switches, totaling +/- 300000 technical devices • Success concepts : never stop planning, keep it simple, communicate regularly, make decisions quickly, do not procrastinate, common goals, work as a team

26. How to Use the Data Exchange Program (DEP) • Introduction to the Members Database • Compiled application for access database • Lot of reports available • Currently two versions available • Real-time updated database on the web: has limited reporting capabilities • Monthly updated access application available on the 10th of each month: “all you ever wanted to know about your members” • E.g. : people not in the chapter, but members of PMI • Component prospect list : non PMI members for mailing actions • Learned a few tricks • Important: Members should update their data regularly on http://www.pmi.org/members • Member data on PMIFC website is matched on a monthly basis with PMI data

27. Successful Communications • Presentation on core factors in successful and effective communication, in the context of projects management and PMI component leadership • Role of communication in PMI’s core purpose and PMI’s core values • 5 steps in effective communication : listen intensely, think clearly, discuss openly, develop sensitivity, respond quickly to needs • Role of communication in component leadership and community outreach • Exemplary process for the preparation of a communication plan : identify communication requirements, perform stakeholder analysis, identify communication technologies and methods, write communication plan, distribute information, integrate performance reporting, closure

28. Conflict in Communication • Rather lively presentation on issues and conflict potentials in communication, presented by Sheilina Somani • Definition of communication, and conflict • Typical sources of conflict : differences in values, understanding, perspectives, fear / vulnerability, perceptions • Key features of “difficult people” – and is there such thing at all ? • Contextual and cultural conflict potentials • An exemplary generic decision process, and approaches to conflict resolution • Perspectives on the role of perspectives, and the way ahead …

29. Component Webinar Program • Presentation of the RiskSIG decision process and current status of implementation of Webinar programs • Decision to offer pre-recorded videos, not real-time sessions, with the respective related pro’s (downloadable at any time, anywhere) and con’s (no interaction) • Infrastructure and financial transaction processes adopted from FSSIG • Currently 2 Webinars on-line, both pre-recorded videos which are downloadable at a cost of US$ 20 of which 15% are transaction fees payable to FSSIG • Master agreement with selected speakers, currently no fees payable to speakers • Infrastructure and processes available to other parts of the PMI community • Webinars are of course available for interested audiences too • Triggered active discussion with the audience on specifics, and potentials

30. Leading Teams to High Performance : Lessons from the Wild • ??? (session was not attended by any of the PMIFC representatives)

31. OPM3 Products Suite • Further development of the OPM3 product suite • Expected extension of the tool basis, developed with Det Norske Veritas • Future tools will be Web-based, ultimately enabling best practices benchmarking • Next steps : update on the basis of current PMBOK guide, harmonization with Program and Portfolio management standards • Further parallel initiatives in the OPM3 field • Currently 20 professionals enrolled in internal pilot certification program • Certification level “Assessor” to conduct exams, requires 2 days initial plus ongoing training, cost 5K US$ incl. software for one year • Certification level “Consultant” to advise companies, requires further 2 days initial plus ongoing training, cost 8K US$ incl. software for one year • To get or remain involved in the field of OPM3 assessment and consulting is hence becoming a rather expensive exercise

32. Ask the Governance Committee • Open podium session, questions to and answers from : • Iain Fraser, PMI Chair • Linda Vella, PMI Vice-Chair • Phillip Diab, POC Chair * • Bruce Rodrigues, SPPA Chair ** • Karen Tate, ERVI Chair *** • Gregory Balestrero, PMI CEO • Mark Langley, PMI COO Note : * Performance Oversight Committee (POC) ** Strategic Planning and Program Alignment Committee (SPPA) *** External Relations and Volunteer Involvement Committee (ERVI)