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Conclusion: An Ecosystem of Change-makers

Change-makers rely on key capabilities to succeed:

  • New ways of working, including agile, waterfall, and hybrid methodologies, and digital project management approaches such as problem-solving tools, AI-driven tools, and microlearning apps
  • Power skills, such as collaborative leadership, innovative mindset, empathy for the voice of the customer, empathy for the voice of the employee, and the ability to build trusting relationships
  • Business acumen, encompassing a well-rounded set of capabilities that enables people to understand not only their own roles, but how their work relates to business strategy and to other parts of the business

First, however, change-makers must have the means to acquire these capabilities. Continuous learning is the only way to thrive in today’s disruption-driven environment. Some of that can come through virtual education, which, especially since the pandemic began, is seemingly everywhere. But organizations that raise the bar by using AI to facilitate continuous, agile, and innovative learning—collaborative human-machine learning—are the ones that excel at driving change. Or, as a 2020 MIT Sloan Management Review report put it: “They don’t just use AI; they learn with AI.”22

It doesn’t matter what sector an organization is in, where it’s located, or even what is driving its strategic mission. It must be ready to adapt to whatever megatrend comes its way. And this is where the ecosystem of employees, partners, customers, and stakeholders committed to change truly proves its value.

“Rome wasn’t built in a day, nor was climate action or the diversity and inclusion agenda,” Coca-Cola HBC’s Dickstein said. “If you want change that is in itself sustainable, you need to do that together with the communities.”

Sources

  1. “Expanding AI’s Impact with Organizational Learning,” MIT Sloan Management Review, October 19, 2020.

President's Corner - March 2021

Last month I discussed earning and reporting PDU's. This topic was timely because my PMP certification is up for renewal in May. I also needed to renew my PMI membership in February. I have auto-renewal turned on, so it processed to my credit card without my intervention or remembering to do so.

I am a big fan of automation, where I can implement it. I do it on my projects when it comes to status reports and following up on assigned tasks. Most of my monthly recurring bills are automated as well. So I turned on autorenewal with PMI as soon as they added it as an option. It is easy to forget that once-a-year payment.

I take inquiries from members every month who don't understand why they can't register for an event to find out their membership expired. Auto-Renewal is the best way to prevent that from happening.

Here are the main reasons a lot of people take advantage of auto-renewal:

  • It's convenient
  • You don't have to remember the due date of your renewal
  • You don't have to visit the website to make the payment
  • You don't risk forgetting to make the payment

Auto-Renewal is not on by default. To enable it, you need to turn it on. You can do that by going to PMI.org and in your profile click on membership and then click on manage membership. You can turn it on for both your PMI and Chapter membership. 

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If you don't use auto-renewal, then I recommend setting up some calendar alerts for your PMI membership and Certification Renewal, so they don't lapse.

I would also like to take this opportunity to remind everyone that every three years when you renew your certification, you will need to pay a renewal fee. You cannot pay the certification fee by auto-renewal. I strongly recommend setting up a calendar reminder for that.

Shane Cretacci
President
PMI Phoenix Chapter

Member Spotlight - Dawn Feltner, PMP

Dawn Feltner has been a chapter member for almost 10 years and like many of us wonders where the time went. She joined PMI to obtain her PMP which she received shortly after joining in October of 2011. Like many of us, she was performing the work of a project manager long before before she learned of the title. Dawn stumbled on it while studying for the PMP. Once she started studying for her certification, suddenly there was a name, some tools and rigor to what she had been doing and it all clicked! Dawn was fortunate enough that her previous employer, Voya Investment Management, was willing to pay for a PMP boot camp and she had 6 months to study and pass the test. "I loved the classes and study groups, but put that test off until the last possible moment and passed (whew)!"

She is passionate about learning and emphasizes that it doesn't have to be solely academic. Dawn shared, "just listen to people around you (whether you agree with them or not), listen to yourself." The certification has opened professional doors and windows of learnings. "I've learned so much from others in this space and it's great when we can connect and share best practices as well as war stories!"
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Dawn Feltner's personal motto, "If you don't swing you don't hit, so be brave, even if you miss, you learn. Say yes to opportunities that serve you! Live! I try to do a little something different each day since we don't know our expiration date." From a career perspective, Dawn shared, "don't be afraid to ask for help. It gets easier with practice."

When I asked how her what makes her unique it was that a communications major could somehow fit into a financial and technology field and make it this far, it was beyond her imagination. Dawn started her career as a radio morning show co-host for a country music station and at the time was not a country music lover.

Dawn's path to project management? "My project management journey started when I was a kid! I always liked organizing fun events... like getting a group of us to the water park or skiing for the day and it carried with me into my professional life." Dawn started doing corporate event planning, then assisting with IT transformations and a complete continuous improvement business initiative. Dawn Feltner now has a new title, she is a Change Manager for GoDaddy, which is becoming more entwined with traditional Project Management.

Dawn's proudest moment, winning the highest award at my previous company for helping to develop a training course on "Developing a Culture of Feedback" Her inspiration was seeing light bulb moments when people you work with understand and are excited for what's going on...whether its a project, during training or coaching. She is so thankful to have had a supportive workplace and leaders who walked the walk when it came to work life balance and that showed me how to integrate the two.

Dawn Feltner's, heros were her parents. They illustrated a strong work ethic, compassion, tenacity and humor. "You need to get it done while having some fun, her career attitude." The causes she cares about, AZ Helping Hands which provides basic needs for foster children in Arizona. She is on their Junior Board to help with scheduled events from a project process management perspective. It brings her joy to watch kids becoming who they are meant to be.

If she needs to balance her work and daily life she seeks nature. Dawn is a mountain, lake and wilderness seeker to find a bit of tranquility to slow down the chaos of life. Dawn's can do manner, impressed me and brought me a ray of sunshine.

Volunteer Spotlight - John Chico

He is being honored for his work on his most recent project of the past two years, Future Cities. Future Cities is a reoccurring social good project that the chapter supports, year over year, supporting local high school students. They mentor project management skills, interview and judge students across Arizona.

His colleagues often tell John that he is organized, creative, and a team player. Helping him through his daily work is his sense of humor. John Chico recently went back to his career roots of accounting and applied the project management principles to his work. His attention to detail is serving him well as an SRP Auditor. John's philosophy is that in challenging times, success comes to those that demonstrate focus and flexibility.

John Chico enjoys music and travel and hopes to make it to Northern Italy. John is a centered family man whose passion revolves around his wife, children, and grandchildren. His proudest moments were their births that continued his family legacy.
From a career perspective, John Chico's proudest moment of his professional career was when he worked for an airline that had fatalities on 9/11. John was asked to be part of a project to help victims' families. "Getting those families through events that were so sudden and tragic made me feel like I had made a difference when it was most needed."

I was struck with my realization that John Chico pauses in his life journey to smell the roses. His motto is to be kind, appreciate the environment around you, and say thank you. Yes, like all project managers, he works hard, but this was also instilled by his grandfathers, who were immigrants. They taught him to work hard and to be kind to others. The message of kindness and the practice of gratitude resonated with him. For those of you who might not be familiar with the concept of the practice of gratitude, it is noticing the small things when you are fully present. If you string the small things together, it promotes well being, positivity and over time, creates a feeling of well-being, which helps alleviate our stress in our daily life of being a project manager.

Giving back to youth and others resonate with John Chico. His passion was apparent, and the chapter is proud to award him the February 2021 volunteer of the month award.

Join the Citizen Revolution

PMI Global is looking for participants to pilot test our upcoming eLearning offering – the Citizen Developer Practitioner Course and Micro-credential. This will include 4-5 hours to complete the course and a 60-minute exam. The pilot test will begin on 22 March, and you will have three weeks to complete the course and exam. After completion, you will be required to provide feedback on your experience.

In this course, you will learn how to:
• Determine if your problem can be solved with a Citizen Development process
• Effectively brainstorm solutions
• Evaluate the challenges that your app must overcome
• Gather the data and resources you will need
• Bring your project to fruition

Participants will receive the product for a greatly discounted price of $99 (Actual price : $249) and earn both a digital micro-credential badge and a minimum of 6 PDUs.
PMI Global will be in touch on 18 March to inform those who have been selected. As there are limited spots available, not all who apply will be able to participate. Those not selected will be provided with a discount code to take the course once it has been launched.

PARTICIPATE IN THE PILOT

Offer valid for a limited time. Cannot be combined with any other offer. Discount is applied to the full price. Other conditions may apply. For details on terms and conditions, visit PMI.org/terms.

Taking the Best Parts of Agile: Part 1 – Smaller Bites

Agile is getting a lot of great press lately as we see companies like Amazon thriving by leveraging the concepts. But we also see push back from other business leaders on why Agile won’t work for them, or companies that have tried going Agile but are not seeing the expected improvements. Instead of realizing Agile as an all or nothing idea, we should analyze each of the Agile principles, taking a pragmatic approach to leveraging Agile within our own organizations.

This focused segmentation on each Agile principle is key since no individual practice will provide a competitive advantage. If something is easy to replicate, everyone will do it. Also, what organizations do is not simple – each one is completing a complex combination of different tasks to create customer value.

That leads me to this – The secret sauce of Agile is: It’s a framework built on strong principles you adjust to fit your organization. The goal is to make the right adjustments while not losing the underlying strengths that Agile brings.

To do that successfully, you need to understand each of the principles in depth. The four key Agile principles we have identified are:

BREAKING PROJECTS INTO SMALLER BITES

CONNECTING WITH CUSTOMERS

LEVERAGING THE POWER OF TEAMS

BUILDING IN CONTINUAL LEARNING

Join me over the next few posts, as we delve into each one of the principles throughout this Agile blog series. Today, we start with: Breaking Projects into Small Bites.

Smaller Bites

The first principle is breaking projects and initiatives into smaller bites, following the old adage that the way to eat an elephant is one bite at a time. As we think about how to break up projects, we need to also answer:

 
How will this project deliver value to the customer?
 
How will it deliver value to the organization?
 
How do we do it, including how long will it take, or how much will it cost?

If you think about construction, where traditional project management comes from, these questions are fairly easy to answer. If you are looking at building a new bridge, for example, to see if there is value, it’s easy to see what those who would use the bridge are doing today, and if they are willing to pay for a replacement. This answers the first two questions, so then the real focus is on how we do it. Since this isn’t the first bridge that’s been built, we can get a reasonable idea and estimates from previous projects to help us answer the last question. If we found ourselves without previous information, we would need to experiment. That’s much harder on these types of projects since there may not be an easy way to break the project up into smaller bites. We could start with a rope bridge, but chances are it’s not going to add any value till we have a four-lane highway ready to use, thus failing the first question.

Construction projects are not the only ones that may provide this complication. IT infrastructure or software upgrade projects are often similar and are quite a bit different from software projects – which is where Agile came from. Software projects are far more unique and have their own conditions to be considered. You see similar issues in marketing, educational design, business process changes, or any project where we don’t have a good, previous solution to copy.

The problem with these types of projects is:

 
We may know what people are doing today, but we don’t necessarily know the best approach to solve their problems or how much value the customer will get.
 
Without knowing the customer value, we don’t know the organizational value.
 
Without knowing the solution, we don’t know if we can build it, and if we do, what it would take.

Even with this complexity, there is some good news. Unlike construction projects, these projects are easier to break up into experiments where we can test our assumptions and reduce the risk to the organization. The key is to focus on breaking the project up into the right pieces, that will help answer these questions as quickly as possible.

How to Break Projects Into Small Pieces

Let’s talk about how to break that elephant up with a real-life example. A company I worked with had a hypothesis that they were paying generous benefits but employees weren’t seeing that value since they didn’t know what those benefits cost. For the three questions, the hypothesis was:

How will this project deliver value to the customer?

If employees knew the cost of their benefits, they would be more satisfied

How will it deliver value to the organization?

Satisfied employees would provide more value to the organization (in this case reduced turnover)

How do we do it, including how long will it take, or how much will it cost?

We have access to the benefit information and can present it in the right format to make it easy for employees to understand.

Looking at how to break this project up, we would want to:

Present employees an example of a current benefit to see if this increases satisfaction. If possible, we probably want to start with the biggest benefit.

We don’t have time to wait for turnover, but we still need to measure satisfaction, perhaps with a questionnaire, targeting a group of employees that have the most turnover.

We need to test if we can get access to the data and test different ways to show the information to make sure it is easy to understand

As you lay out what you want to learn, it gets easier to understand how to break the project into the right pieces.

Value of Breaking Projects into Smaller Pieces

So whether you’re agile or not, let’s talk about the benefits of this approach:

As an organization – testing the value of ideas early lets you focus on the good ones. It also helps to uncover big technical risks quickly so you get a picture of the real effort projects will take. Finally, delivering the projects quickly, and in small increments lets you deliver value faster, speeding return on investment.

As a customer – teams are already testing on real customers today; all of them when they release. Smaller testing means you get to see what approach a team is considering early, provide meaningful input on finding the best approach, and only a small group of customers is impacted.

As a team – testing early means you waste less time on bad ideas. It’s demoralizing to put your heart into a project and then not find out till the end it didn’t deliver the value you expected.

By taking this approach, Agile is pushing an empirical tactic, pressing you to think like a scientist, understand what ideas are really theories, and find ways to test the theories early.

As you look at getting this same value with your own projects, think about the three questions around organizational value, customer value, and the approach. If you have good evidence to support your ideas, it may be more similar to the construction

project example, and focusing on how to efficiently put the project in place could be the best approach. But, if there are a lot of assumptions like we described above, it’s worth the time to set up a quick experiment and validate them.

On our next post, I’ll be reviewing the second principle, Connecting with Customers.