transforming business excellence event …€¦ · “transforming business excellence” is more...
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www.pmbaconferences.com/boston
EVENT PROGRAM
TRANSFORMINGBUSINESS EXCELLENCE
The PMI Registered Education Provider logo is a registered trademark ofthe Project Management Institute, Inc.
Endorsed ConferenceProducerTM
OCTOBER 16 - 19, 2017 | BOSTON MARRIOT BURLINGTON HOTELBOSTON, MA
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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GREETINGS FROM THE PORTFOLIO DIRECTORTRANSFORMING BUSINESS EXCELLENCE:THE SUPERHERO MINDSET
Welcome to both a challenge and an opportunity. As conference director, my team would like to offer both, while sharing some insight on one of the most unique combinations of sessions and workshops available to you across North America.
“Transforming Business Excellence” is more than a conference theme – it’s about establishing a long-term mindset that enables us to achieve, believe and deliver – much like your favorite superhero.
As a crusader for project or business analysis professionals, you are often tasked with managing teams, predicting shifting scenarios and ensuring careful direction, while understanding the importance of the bottom line.
ProjectSummit*BusinessAnalystWorld Boston is designed to create circumstances that deliver these breakthrough skill-set learning situations. Whether it’s through recognized experts and innovators in the fields of Project Management and Business Analysis or peer-to-peer casual conversations, the learning process will be natural and, often neglected, fun!
It’s important to remind you that we are a PMI and IIBA Endorsed Education Provider. Attendees earn 1 credit for every hour of education – up to 26 over the next 4 days, which goes a long way when renewing certification.
I encourage you to take advantage of all the learning and networking opportunities this event has to offer and unleash your inner Superhero!
PROJECTSUMMIT*BAWORLDBOSTON
ADVISORY BOARD
IMPORTANT DELEGATE INFORMATION
Amy Ruddell | Senior Portfolio DirectorPS*BAWorld Boston,Editor-In-Chief PMtimes, BAtimesEmail: [email protected]: 1 888-443-6786 ext. 2236
Gina Abudi Abudi Consulting Group, LLC
Yobran Colon Hartford IIBA Chapter, Travelers
Dan Corrado IIBA Greater Boston Chapter
Brian Frazier Sunlife, IIBA Greater Boston Chapter
Debra Giancursio Blue Cross Blue Shield
Debbie Granelli Independent, IIBA Albany Chapter
Jaime Hennessy John Hancock
George Hresko Hartford IIBA Chapter, Travelers
Steve Jones ISO New England
Barb Koenig Fidelity Investments
Monica Lussier ICE Data Services
Rita Read PMI Mass Bay Chapter, PMI Educational Foundation
Peter Schwalm National Grid
TJ Williams The Hanover Insurance Group, IIBA-Greater Boston Chapter
Sheryl Zarozny Ninestone Corporation
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Welcome Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Advisory Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Important Delegate Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Keynote Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 5
Monday Schedule-at-a-glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Tuesday Schedule-at-a-glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Symposium Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 13
Workshop Schedule-at-a-glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Workshop Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 - 16
Sponsors & Exhibitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Keynote Speaker 8:30AM – 9:45AM
Symposium Sessions 10:00AM – 3:30PM
Keynote Speaker 3:45PM – 5:00PM
Networking Reception 5:00PM – 6:00PM
Keynote Speaker 8:30AM – 9:45AM
Symposium Sessions 10:00AM – 3:30PM
Keynote Speaker 3:45PM – 5:00PM
Networking Opportunity 5:00PM – 6:00PM
Workshops 8:30AM – 4:30PM
Workshops 8:30AM – 4:30PM
IMPORTANT DELEGATE INFORMATION
TABLE OF CONTENTS
CONFERENCE HOURSMONDAY, OCTOBER 16TH
TUESDAY, OCTOBER 17TH
WEDNESDAY, OCTOBER 18TH
THURSDAY, OCTOBER 19TH
TWEET US!
#PSBAWBOS
www.pmbaconferences.com/boston
Our Conference Informationcan be found at:
To download presentations: Go to: https://www.pmbaconferences.com/boston/program.html
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www.projecttimes.comwww.batimes.com
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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2017 KEYNOTE SPEAKERS
APPLYING IMPROVISATIONTO YOUR TEAM
To accomplish anything, you need the help of others and others need your help. Successful teams have members that are continually improving how they interact and communicate with each other. Collaboration, creativity, and results grow out of an environment that is positive and affirming. In this highly interactive and fun session, Kupe, an improvisational actor, focuses on key improvisation lessons that will help you be a more attentive and flexible team member.You will walk away with lessons to help you stay in the present, temporarily suspend judgment, keep conversations moving forward and listen generously. These skills are needed to build positive, trust based, results oriented teams. With Kupe’s background he will be able to help you directly apply these skills to your job.
LEADERSHIP AND SOFT SKILLS THAT DRIVE PROJECT SUCCESS
Project Managers, Business Analysts, Scrum Masters and Product Owners alike, need specialized skills such as leadership, negotiation, team building, influence and more. They must also have the ability to think strategically, resolve conflicts, facilitate change, communicate effectively with multiple professional disciplines, and perform other related activities.Based on my analysis of the PMI Triangle, IIBA BABOK, Agile/Scrum and ITIL, this talk outlines the specific types of leadership, interpersonal and business skills needed to enhance team harmony, maximize productivity and facilitate the teamwork needed to ensure project success and enrich professional growth.
KUPE KUPERSMITHKupeTalks
ERIC BLOOMManager Mechanics
OCTOBER 16TH, 20178:30AM - 9:45AM
OCTOBER 16TH, 20173:45PM - 5:00PM
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BECOMING THE BEST VERSION OF YOU!
We all have dreams and aspirations for something better. A better job, more recognition, experience in a new domain, a happier life, or maybe just a new hairstyle. So I can’t offer much help on hair styling, but I can share some tips and stories on how to exploit your uniqueness to create the very best possible version of YOU.
After working and consulting for over 25 years, I’ve learned that the secret to happiness isn’t being the best in your field (or even a happy wife), but fulfilling your potential. Together we’ll explore why leveraging your strengths is far better than trying to fix weaknesses. We’ll experience inspirational examples of how you can overcome fears that are holding you back. We’ll play “Where’s Waldo?” to discover how personal branding is the key to opening doors. You don’t want to miss this fun, engaging and possibly politically incorrect session.
HANS ECKMANEckman Guides
RHONDA SCHARFOn the Right Track
2017 KEYNOTE SPEAKERS
OCTOBER 17TH, 20178:30AM - 9:45AM
OCTOBER 17TH, 20173:45PM - 5:00PM
TRANSFORMING BUSINESS EXCELLENCE
Business Transformation consists of Innovation, Delivery, and Performance. Your ability to implement all three areas will determine your success in creating your individual business excellence. How will you be innovative with the information you learn while here? Have you looked at how you deliver your message or yourself?
Your performance is up to you. Together we will review the highlights of our conference. Through laughter, a unique perspective, and collaboration, you will walk away with clear steps you will need when you return to your workplace.
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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SCHEDULE AT-A-GLANCE
MONDAY, OCTOBER 16TH
10:00AM
11:00AM
ROOM SALON I-J SALON G-H COLLABORATE/CREATE EMBRACE/EMPOWER ENLIVEN/ENVISION
11:15AM
12:15PM
1:15PM
2:15PM
2:30PM
3:30PM
5:00PM
6:00PM COCKTAIL RECEPTION & NETWORKING
PMsTO THE RESCUE
PMsTO THE RESCUE
LEADERSHIP & SHARED SKILLS BA & BEYOND BA & BEYOND
APPLYING IMPROVISATION TO YOUR TEAM
LEADERSHIP AND SOFT SKILLS THAT DRIVE PROJECT SUCCESS
KUPE KUPERSMITH KupeTalks
ERIC BLOOM Manager Mechanics
3:45PM
5:00PM
8:30AM
9:45AM
12:15PM
1:15PM
7:30AM
8:30AM
Linking Strategy, Leadership and
Culture for Project Success
Lawrence SudaPalatine Group /
Management Worlds, Inc.
Project and Visio – Just Like Fred and
GingerScott Helmers
Harvard Computing Group
More Productive Meetings:
Accomplish More in Less Time
Gina AbudiAbudi Consulting
Group, LLC
Wicked Smaht: Getting Beyond
Groupthink and Ineffective Brainstorming Steve Martin
Cottage Street Consulting
Advanced Microsoft Project 2016
Jacques GoupilPPM Works
Agile Transformation:
Happy Ever After?Steve Martin
Cottage Street Consulting
Thinking Outside The Project Box
Nicholas CioranInfo-Tech Research Group
Portfolio Management Made Easy: What Project Managers
Need to Know about Portfolio Management
Jacques GoupilPPM Works
Skills That Will Send Your Career Soaring
(PART 1)Uri Galimidi
The Will To Change, Inc.
Skills That Will Send Your Career Soaring
(PART 2)Uri Galimidi
The Will To Change, Inc.
50 BA/PM Life Hacks in 50 minutes
Paul MulveySage
Emotional Intelligence for
Project Managers and Business
Analysts: A Necessity to Work with Others
Gina AbudiAbudi Consulting
Group, LLC
ysis Success!David Shaffer Jr
Reed Tech
What’s Hot and What’s Not: 2018
Trends in the World of Business AnalysisElizabeth Larson
Watermark Learning
Getting the BA Work Plan to Work
for YouJennifer Battan
Out of the Box BA
The Business Analyst da Vinci
CodeBob Prentiss
Bob the BA
Elevating Business Analysis
CompetencyJennifer Battan
Out of the Box BA
Stop Writing User Stories and Start Doing Analysis
Nicholas CioranInfo-Tech Research Group
The Journey to Creating Testable
RequirementsBharti Rupani
Agile Coach
How a Kindergarten Color Chart Can
Help Us Understand Business LogicPaul Mulvey
Sage
NETWORKING LUNCH
NETWORKING BREAKFASTSALON A-F
SALON A-F
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SCHEDULE AT-A-GLANCE
TUESDAY, OCTOBER 17TH
SALON I-J SALON G-H COLLABORATE/CREATE EMBRACE/EMPOWER ENLIVEN/ENVISIONROOM
10:00AM
11:00AM
11:15AM
12:15PM
1:15PM
2:15PM
2:30PM
3:30PM
PMsTO THE RESCUE
PMsTO THE RESCUE
LEADERSHIP & SHARED SKILLS BA & BEYOND BA & BEYOND
TRANSFORMING BUSINESS EXCELLENCERHONDA SCHARFOn The Right Track
3:45PM
5:00PM
8:30AM
9:45AM
12:15PM
1:15PM
7:30AM
8:30AM
No Fumbles: Handing Off
from Projects to Maintenance
Martin FenelonCGI Group, Inc
Leader or a Manager? The Art of Balancing Both to Achieve Success
Vijay VermaTRIUMF
Wake Me Up When the Data Is Over: Using
stories To Influence Stakeholders
Lori SilvermanPartners for Progress
The Dynamics of Program
Management: How to Execute & Attain Program Excellence
During Times of Great Change&Why
It Matters…
Mary LuddenNorth Eastern University
A Project Manager’s Bridge to Agility
Anjali LeonPragmatic Project
Leadership, LLC
Can the Zombie Apocalypse help you survive your
projects?Hans Eckman
Eckman Guides
Aligning the Project Portfolio to Corporate StrategyColumbus Brown
WAZA Consulting, LLC
I Built It and They Didn’t Come - Addressing
Technology AdoptionColumbus Brown
WAZA Consulting, LLC
Behaviors to Master when Dealing with
Your LeadersNeal Whitten
The Neal Whitten Group
High Impact Presentation Skills
Rhonda ScharfOn The Right Track
Achieving the Elusive Work-Life BalanceNeal Whitten
The Neal Whitten Group
Maximizing Personal and
Organizational Time ManagementEric Bloom
Manager Mechanics, LLC
The Agile BABob Prentiss
Bob the BA
Lessons Learned Building a Business
Analysis PracticeStephanie
Vineyard andSarah Park
Excella
Bulletproof Business Cases: 5 Critical
Things Every Project Proposal NeedsRichard LarsonWatermark Learning
PANEL DISCUSSION: The Future of
Business AnalysisBob Prentiss
Hans EckmanKupe Kupersmith
Leveraging the Ninja - The BA Value
PropositionPaula Bell
Paula A BellConsulting, LLC
Writing the Right User Stories RightRobin GoldsmithGo Pro Management, Inc.
BA Toolkit: Top Models for Complete
Requirements Analysis
Elizabeth LarsonWatermark Learning
The Entrepreneurial BA
Richard LarsonWatermark Learning
NETWORKING LUNCH
NETWORKING BREAKFAST
BECOMING THE BEST VERSION OF YOU!HANS ECKMANEckman Guides
SALON A-F
SALON A-F
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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SYMPOSIUM DESCRIPTIONS
LINKING STRATEGY, LEADERSHIP AND CULTURE FOR PROJECT SUCCESS
PROJECT AND VISIO – JUST LIKE FRED AND GINGER
ADVANCED MICROSOFT PROJECT 2016
SKILLS THAT WILL SEND YOUR CAREER SOARING(PART 1)
A RECIPE FOR BUSINESS ANALYSIS SUCCESS!
ELEVATING BUSINESS ANALYSIS COMPETENCY
Lawrence Suda, Palatine Group /Management Worlds, Inc.
Scott Helmers, Harvard Computing Group
Jacques Goupil, PPM Works
Uri Galimidi, The Will To Change Inc.
David Shaffer Jr, Reed Tech
Jennifer Battan, Out of the Box BA
10:00AM - 11:00AM
11:15AM - 12:15PM
SALON I-J
SALON I-J
EMBRACE/EMPOWER
ENLIVEN/ENVISION
SALON G-H
COLLABORATE/CREATE
10:00AM - 11:00AM
10:00AM - 11:00AM
10:00AM - 11:00AM
10:00AM - 11:00AM
8:30AM - 9:45AM
SALON A-F
KEYNOTE SESSION
Organizational culture is a much-discussed topic and has emerged as a pivotal frame of reference for every leader and organization. Definitions abound. In this presentation, we offer the definition: organization’s essential way to do things in order to succeed. Every organization formulates and implements its own essential way to succeed. It is imperative for projects managers to understand their internal organization’s strategy and culture and that of their customer in order to lead successful projects.
Managing processes and projects is all about communication. Many people use Visio and Project to build diagrams and project plans, but they don’t realize that those software products, especially when linked together, can provide attractive, stunningly effective, platform-independent communication tools. The focus of this session is to demonstrate ways to make process and project content available to anyone with a mobile device or computer.
If you are a PM that wants to learn the latest features of Microsoft Project, as well as advanced tips and tricks (TnT’s) to improve your efficiency, then this is the course for you. PMs will learn TnT’s that simplify and enhance user experience. This course has two parts. 1) Covers the Microsoft toolset in-depth. 2) Follows our Project Success Steps, with more advanced scheduling tips and techniques as we explore advanced features of Project.
In this powerful learning experience Uri will share four advanced career-driving skills which will help position you for your next promotion. The presentation is based on the Executive Coaching experience which Uri gained while working with many CEOs, VPs, Directors, and Managers. The presentation includes real life case stories, activities and lively discussions with the audience.
As a Business Analyst you can have the most influence on the ultimate success of the product your team is developing. Many software development projects fail due to missed expectations and customer dissatisfaction with the product. In this session, you will learn a simple framework of techniques to incorporate into your requirement elicitation process to ensure your final product is a success! We’ll take an in depth look at techniques for problem definition, creating visuals and focusing on the customer experience. The role of a Business Analyst is rapidly changing from a requirement writer to a strategic leader who will significantly impact the direct success of the product. Join me in an overview of a recipe for success you may apply immediately on your next project!
Chances are you have some sort of an annual professional development plan. Whether you’re personally looking to advance your skills, or you’re a manager working to elevate the competency of your team, the IIBA Business Analysis Competency Model can help you build a usable development plan and help you assess improvement. We’ll explore how you can adapt and apply the Competency Model, assess skills, define goals and elevate performance.
BA & BEYOND PMs TO THE RESCUELEADERSHIP
MONDAY, OCTOBER 16TH
APPLYING IMPROVISATIONTO YOUR TEAM
Kupe Kupersmith, KupeTalks
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AGILE TRANSFORMATION: HAPPY EVER AFTER?
MORE PRODUCTIVE MEETINGS: ACCOMPLISH MORE IN LESS TIME
THINKING OUTSIDE THE PROJECT BOX
SKILLS THAT WILL SEND YOUR CAREER SOARING(PART 2)
WHAT’S HOT AND WHAT’S NOT: 2018 TRENDS IN THE WORLD OF BUSINESS ANALYSIS
HOW A KINDERGARTEN COLOR CHART CAN HELP US UNDERSTAND BUSINESS LOGICSteve Martin, Cottage Street Consulting
Gina Abudi, Abudi Consulting Group, LLC
Nicholas Cioran, Info-Tech Research Group
Uri Galimidi, The Will To Change Inc.
Elizabeth Larson, Watermark Learning
Paul Mulvey, Sage
11:15AM - 12:15PM
1:15PM - 2:15PM
1:15PM - 2:15PM
SALON G-H
SALON I-J
SALON G-H
EMBRACE/EMPOWER
ENLIVEN/ENVISION
COLLABORATE/CREATE11:15AM - 12:15PM
11:15AM - 12:15PM
11:15AM - 12:15PM
With the rise of scaling Agile approaches such as SAFe, LeSS and Nexus, we now have a few more years of experience in attempting to spread Agile across organizations. Is it still a fairy tale? Or, have we found our happy ever after? Approaches and outcomes from both successful and challenged implementations from the field will be shared. Participants will leave with a set of 8 critical questions to consider when starting or scaling Agile.
We all hate meetings; especially those meetings that accomplish nothing and just hinders us from getting work done. Meeting are necessary, however, whether to check in on progress, solicit others’ points of view or to solve a problem. The last thing we want to do is facilitate a team or stakeholder meeting where everyone walks away shaking their heads over another hour wasted. Participants in this session will learn a number of best practices to ensure their meetings achieve the objectives and are not labeled a waste of time.
Does your organization spend millions (or hundreds of millions) of dollars every year on analysis only to start from scratch on each new project? You are not alone! Requirements can be treated as a project deliverable to help deliver better projects. However, this approach perpetuates practices that keeps lead organizations to spend new money to re-do old work. You might have heard this approach called reuse, living requirements, Evergreen, or a product based model. Whatever the name, organizations have begun to realize the importance of moving beyond the need to define requirements to truly manage them as a valuable asset. This session will change how you consider requirements in a way that can lead to significant return on your investment in analysis.
In this powerful learning experience Uri will share four advanced career-driving skills which will help position you for your next promotion. The presentation is based on the Executive Coaching experience which Uri gained while working with many CEOs, VPs, Directors, and Managers. The presentation includes real life case stories, activities and lively discussions with the audience.
Wonder where the business analysis industry is heading? This presentation addresses hot topics like DevOps, Digital Transformation, Agile business cases, and much more. It also briefly addresses why some current trends that were hot no longer are. There will be numerous discussions about what these trends mean for business analysts, as well as how BAs can take advantage of these trends to recommend valuable solutions. Attendees will be able to: discuss: • Seven of the latest trends in business analysis—new for 2018• The implications of the rise of the small business • How the BA can help organizations with on large, complex
Agile projects • The suitability of business cases for Agile projects • What the rapid increase in machine intelligence and
robotics means for BAs • What all these trends mean for practitioners of business
analysis
Businesses need to increasingly make decisions at, well, the speed of business. Many of these decisions are based on If…Then conditions, and often are contained in the “tribal knowledge” of the enterprise. Documenting them in complex “If…Then” text statements becomes uncomsumable and difficult to verify and provide sign off for business stakeholders. When conducting analysis on the rules in the enterprise, using decision tables to break down and analyze the conditions leading to the outcome of the decision help uncover missing conditions or even conclusions the business has not thought of. By having the rules broken down into their component parts, it exposes the data needed for the process in order to evaluate the decision as well as the test cases to verify the decision is working correctly
BA & BEYOND PMs TO THE RESCUELEADERSHIP
MONDAY, OCTOBER 16TH SYMPOSIUM DESCRIPTIONS
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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SYMPOSIUM DESCRIPTIONSBA & BEYOND PMs TO THE RESCUELEADERSHIP
MONDAY, OCTOBER 16TH
50 BA/PM HACKS IN 50 MINUTES
EMOTIONAL INTELLIGENCE FOR PROJECT MANAGERS AND BUSINESS ANALYSTS: A NECESSITY TO WORK
WITH OTHERS
GETTING THE BA WORK PLAN TO WORK FOR YOU
THE BUSINESS ANALYST DA VINCI CODE
THE JOURNEY TO CREATING TESTABLE REQUIREMENTS
Paul Mulvey, Sage
Gina Abudi, Abudi Consulting Group, LLC
Jennifer Battan, Out of the Box BA
Bob Prentiss, Bob the BA
Bharti Rupani, Agile Coach
EMBRACE/EMPOWER
EMBRACE/EMPOWER
ENLIVEN/ENVISION
COLLABORATE/CREATE
COLLABORATE/CREATE
1:15PM - 2:15PM
2:30PM - 3:30PM
1:15PM - 2:15PM
2:30PM - 3:30PM
1:15PM - 2:15PM
Have you ever thought to yourself - “there’s GOT to be a better way!” when faced with a difficult or lengthy task? Well, there is, and these better ways are called hacks. Join us as we walk through some great BA/PM hacks in the hour session. You’ll even get to share your own!
Being a project manager or business analyst can be stressful! Trying to keep everything moving forward while dealing with a variety of stakeholders can be challenging. The ability to perceive, manage, express and use one’s emotions in a positive way can reduce those frustrations and limit the stress. This session will focus on four key skills of emotional intelligence (EQ): self-awareness, self-management, social awareness and relationship building. Participants in this session will be able to take a self-assessment to gauge their current EQ skills.
The Business Analysis Work plan is an excellent tool for negotiating analysis tasks with your project team, detailing your timeline and communicating your project status. But... How do I know what I will need to do? How do I estimate how long it will take? Just imagine having an extremely accurate BA work plan created less than 10 minutes after being assigned a project. You can make this a reality for your team too! Honest - come check it out!
Leonardo da Vinci was the archetype Renaissance man, likely the most diversely talented person who has ever lived. He was a polymath mastering many disciplines in his lifetime from inventor to writer to painter and yes, even business analyst. How did he do all this? The truth is in the da Vinci code. In this dynamic and interactive session Bob the BA will share the secrets of the da Vinci code and how it helped him not only become a better business analyst, but how it helped him think, learn & work differently. Cracking the da Vinci code may seem daunting at first, but Leo & Bob will make it easy to learn and apply back on the job!
Agile Development teams that implement better practices like ensuring testable requirements are set up for long-term success. In this session Bharti will discuss the importance of creating effective user stories and the journey towards clearly communicating requirements.
WICKED SMAHT: GETTING BEYOND GROUPTHINK AND INEFFECTIVE BRAINSTORMINGSteve Martin, Cottage Street Consulting
2:30PM - 3:30PM SALON I-J
It’s happened. A big “uh-oh” followed by “how’d that happen?” Groupthink can have a crippling impact on projects, and we might not even see it. Even when we see problems, research suggests that traditional brainstorming techniques can be ineffective. When generating ideas, groupthink can severely limit diversity of thought. In this interactive, case-study based session, we’ll learn techniques to recognize groupthink and how to brainstorm better.
PORTFOLIO MANAGEMENT MADE EASY: WHAT PROJECT MANAGERS NEED TO KNOW ABOUT
PORTFOLIO MANAGEMENTJacques Goupil, PPM Works
2:30PM - 3:30PM SALON G-H
If you are ready to learn how Portfolio Management can help you get the most out of your projects, then this is the session for you. This engaging and interactive session will help users of all levels determine if their organization is running the correct portfolio of projects. This session will help you determine what value your projects are producing for your organization. Come learn about the many benefits of Project and Portfolio Management.
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BECOMING THE BESTVERSION OF YOU!
8:30AM - 9:45AM
SALON A-F
ROOM: 1 W+13
KEYNOTE SESSION
SALON A-F
Hans Eckman, Eckman Guides
LEADERSHIP AND SOFT SKILLS THAT DRIVE PROJECT SUCCESS
Eric Bloom, Manager Mechanics
3:45AM - 5:00PM
BA & BEYOND PMs TO THE RESCUELEADERSHIP
MONDAY, OCTOBER 16TH
TUESDAY, OCTOBER 17TH
SYMPOSIUM DESCRIPTIONS
THE AGILE BUSINESS ANALYST
LEVERAGING THE NINJA - THE BA VALUE PROPOSITION
STOP WRITING USER STORIES AND START DOING ANALYSIS
Bob Prentiss, Bob the BA
Paula Bell, Paula A Bell Consulting, LLC
Nicholas Cioran, Info-Tech Research Group
EMBRACE/EMPOWER
ENLIVEN/ENVISION
ENLIVEN/ENVISION
10:00AM - 11:00AM
10:00AM - 11:00AM
2:30PM - 3:30PM
Are you confused by Agile? Don’t know how you fit in as a Business Analyst? Trust me, you are not alone. For whatever reason, there are many approaches to Agile but very few initially address how the Business Analyst fits into the approach and how business analysis is generally done. Are you ready to find out what you should be doing on an Agile project? Are you ready to find out what you COULD be doing on an Agile project?
Business Analysts are very similar to ninjas. They possess techniques and skill sets that help to build powerful solutions for the business. The skill sets BA’s possess are transferrable and can be leveraged in multiple ways to help transform organizations. The BA Skill is critical and valuable to any organization and understanding that value can transform your organization from good to great.
Do software developers laugh at your User Stories? Are there holes in your plot big enough to drive a waterfall project through? Many organizations struggle to get Agile right, and skipping analysis and jumping into a user story list is where things go wrong. Join Cole Cioran to learn a disciplined approach to do just enough analysis to get your Agile analysis right every time.
NO FUMBLES: HANDING OFF FROM PROJECTS TO MAINTENANCE
A PROJECT MANAGER’S BRIDGE TO AGILITY
BEHAVIORS TO MASTER WHEN DEALING WITH YOUR LEADERS
Martin Fenelon, CGI Group, Inc
Anjali Leon, Pragmatic Project Leadership
Neal Whitten, The Neal Whitten Group
10:00AM - 11:00AM SALON I-J
SALON G-H
COLLABORATE/CREATE
10:00AM - 11:00AM
10:00AM - 11:00AM
Many organizations have separate teams handling large application development projects and day-to-day maintenance. A smooth hand-off from project development to maintenance needs to occur to ensure a timely and high quality transition. Advance communication and coordination between teams contributes to smooth hand-offs, thorough knowledge transfer, and good results for the organization. This is especially vital if maintenance is outsourced to another organization or vendor.
Existing processes can no longer keep up with the volatility, uncertainty and complexity of our times. As organizations adapt, every role must be reexamined to meet this new reality – and the Project Manager is no exception! Through Anjali’s journey from Project Manager to Agile Coach, discover that the bridge between Traditional Project Management and Agile, can offer an exciting path forward. Walk across, you just might like what you find!
Your leaders want you to know—need you to know—the behaviors they consistently expect from you. Just because you have a leadership role doesn’t mean you are living up to their expectations. Not only will Neal identify what your boss expects from you, he will articulate what you expect from those under your direction. Learn how you can enhance your image, effectiveness and career while making your leaders look good—which makes you look good. Talk about a win-win!
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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SYMPOSIUM DESCRIPTIONSTUESDAY, OCTOBER 17TH
LEADER OR MANAGER? THE ART OF BALANCING BOTH TO ACHIEVE SUCCESS
WAKE ME UP WHEN THE DATA IS OVER: USING STORIES TO INFLUENCE STAKEHOLDERS
ALIGNING THE PROJECT PORTFOLIOTO CORPORATE STRATEGY
CAN THE ZOMBIE APOCALYPSE HELP YOU SURVIVE YOUR PROJECTS?
HIGH IMPACT PRESENTATION SKILLS
Vijay Verma, TRIUMF
Lori Silverman, Partners for Progress
Columbus Brown, WAZA Consulting, LLC
Hans Eckman, Eckman Guides
Rhonda Scharf, On the Right Track
11:15AM - 12:15PM
1:15PM - 2:15PM
1:15PM - 2:15PM
SALON I-J
SALON I-J
SALON G-H
SALON G-H
COLLABORATE/CREATE
11:15AM - 12:15PM
11:15AM - 12:15PM
In a project environment, leading is not necessarily the same as managing. Both project leadership and management are important for successful project management. Good project managers understand the importance of managing stakeholders through effective leadership and are able to adjust their leadership styles according to the situation. You’ll evaluate, improve and refine your leadership skills and discover methods for increasing your total power.
Follow the lead of organizations like Proctor & Gamble, Levi Strauss, Lockheed Martin Space Systems, Fisher & Paykel, HEALTHSERV, Hewlett-Packard and 70 others throughout the world, both large and small. They employ a variety of story techniques—evoking stories from others through prompts and triggers, listening to these stories in a unique fashion so relationships are strengthened, and finding, crafting and telling compelling stories—to accomplish these outcomes. Learn how using these techniques can benefit you, your team, and your interactions with stakeholders throughout the organization. Find specific places within the project management lifecycle to use these techniques to achieve measurable bottom-line results on your projects.
In this presentation you will learn how to ensure the project portfolio is aligned to the corporate strategy, how to make decisions about which projects to execute, and how to manage changes to the portfolio when the inevitable changes happen.
If a zombie outbreak happened tomorrow, would you be ready? Using disaster preparedness as a backdrop, we will demonstrate the importance of root cause analysis, process analysis, risk mitigation, project scoping, business rules, and implementation planning as foundations for overcoming impossible project challenges. You will learn how the same warning signs and steps needed to survive common disasters like storms can help you develop survival skills during critical project phases. In reverse, you will learn how your IT project skills can be applied to daily situations to improve your competency and have a better balanced life.
Chances are, you never planned to become a public speaker. Yet here you are, great at your job and being asked to get on your feet and talk about it. No fear! The best way to learn anything is to do it. Be prepared when the time comes for you to “stand and deliver” on your area of expertise and passion. Transform your professional competence into platform confidence.
BA & BEYOND PMs TO THE RESCUELEADERSHIP
LESSONS LEARNED BUILDING ABUSINESS ANALYSIS PRACTICE
Stephanie Vineyard & Sarah Park, Excella Consulting
EMBRACE/EMPOWER11:15AM - 12:15PM
This case study showcases the lessons learned in building a Business Analysis Service and how change management practices encouraged and improved employee engagement, reduced resistance, promoted clear and consistent communication, and positively impacted revenue. This session is relevant for you if you are considering setting up a business analysis service or center of excellence or have an existing one that struggles. We also welcome other people’s stories and experiences.
ENLIVEN/ENVISION11:15AM - 12:15PM
BA TOOLKIT: TOP MODELS FOR COMPLETE REQUIREMENTS ANALYSIS
Elizabeth Larson, Watermark Learning
This presentation provides the key modeling techniques and tips for using them for project success. During this presentation we cover the top models business analysis practitioners can use in their “toolkit” for complete requirements analysis. The presentation also explains how to leverage the models using concurrent requirements modeling, which speeds up analysis by exploiting the complementary ways that the key models interact with each other.
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SYMPOSIUM DESCRIPTIONSTUESDAY, OCTOBER 17TH
TRANSFORMING BUSINESS EXCELLENCE
3:45PM - 5:00PM
SALON A-F
KEYNOTE SESSION
Rhonda Scharf, On the Right Track
THE DYNAMICS OF PROGRAM MANAGEMENT: HOW TO EXECUTE & ATTAIN PROGRAM EXCELLENCE DURING
TIMES OF GREAT CHANGE&WHY IT MATTERS…Mary Ludden, Northeastern University
2:30PM - 3:30PM SALON I-J
An overview of key aspects of successful program management performance and the elements that comprise an integrated approach.
I BUILT IT AND THEY DIDN’T COME - ADDRESSING TECHNOLOGY ADOPTION
Columbus Brown, WAZA Consulting, LLC
2:30PM - 3:30PM SALON G-H
You were told “Build It and They Will Come”, but few showed up or stayed for long. In this session we will walk through a field of dreams marked by sites and solutions that were expertly built, yet abandoned or under-utilized. Root causes of this Saga will be explored and you will be provided with practical methods and tools to end the negative trend of poor adoption.
ACHIEVING THE ELUSIVE WORK-LIFE BALANCENeal Whitten, The Neal Whitten Group
COLLABORATE/CREATE1:15PM - 2:15PM
If you have difficulty in juggling the demands of your job and your non-work life, you’re not alone. Nowadays work-life balance can seem like an unrealistic objective and can seem more elusive than ever. Neal will present information that can help you not only better understand your work-life balance but will give you ideas that can help you achieve the integration that is most important to you. This session includes a questionnaire for self-assessing your work-life balance. It could change your life!
MAXIMIZING PERSONAL AND ORGANIZATIONAL TIME MANAGEMENT
Eric Bloom, Manager Mechanics
COLLABORATE/CREATE2:30PM - 3:30PM
This talk is heavily interactive and provides specific easy-to-use techniques that that can be immediately used upon return to the office. Interaction is achieved via small group (2 - 4 people each) discussions to complete a four-part handout using the techniques learned during the talk. It also includes speaker-led Nominal Group Technique based brainstorming. Also, a one-page handout will be given to each participant to enhance their ability to use the presented concepts.
BA & BEYOND PMs TO THE RESCUELEADERSHIP
WRITING THE RIGHT USER STORIES RIGHT
Robin Goldsmith, Go Pro Management, Inc.
Despite user stories’ seeming simplicity, Agile projects have great difficulty writing them. Typical Agile training doesn’t seem to help, focusing on mechanics of managing user stories in backlogs rather than on writing appropriate content. In this interactive session, instead learn and practice proven techniques to correctly identify, document, and evaluate user stories that will deliver needed business value.
BULLETPROOF BUSINESS CASES: 5 CRITICAL THINGS EVERY PROJECT PROPOSAL NEEDS
Richard Larson, Watermark Learning
EMBRACE/EMPOWER1:15PM - 2:15PM
Bulletproof business cases contain feasible and effective ways of justifying and recommending projects that address business needs, both problems and opportunities. Through this presentation, you will learn a repeatable process that starts with identifying business needs and ends with a bulletproof business case. You will discover how to apply each step in a 5-part method to developing business cases that was developed from the approach used for internal and external consulting work at our company. Help contribute to your organization’s bottom line with bulletproof business cases!
ENLIVEN/ENVISION1:15PM - 2:15PMPANEL DISCUSSION
THE FUTURE OF BUSINESS ANALYSIS
Kupe Kupersmith, Bob Prentiss and Hans Eckman
EMBRACE/EMPOWER2:30PM - 3:30PM
THE ENTREPRENEURIAL BA
Richard Larson, Watermark Learning
ENLIVEN/ENVISION2:30PM - 3:30PM
In this presentation discover the commonality between entrepreneurs and business analysts, different types of entrepreneurs including which type might best fit you, and keys to entrepreneurial and intrapreneurial success. Learn from an entrepreneur who founded and co-manages a 24-year-old training company and was formerly a 3-time intrapreneur.
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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PM SKILLS BA SKILLS SHARED SKILLS
Wednesday-Thursday workshops run from 8:30am to 4:30pm
8:30AM
4:30PM
Power and Influence in Project Management Vijay Verma,TRIUMF
Neal Whitten,The Neal Whitten Group
Badass Business Analysis Techniques! Bob Prentiss, Bob The BA
Rhonda Scharf,On The Right Track Leadership Bootcamp
Facts Tell, Stories Sell:How to Storify Data and Information to Get Your Point Across
Top Reasons Why Projects Fail and How You Can Avoid Failure
Lori Silverman,Partners for Progress EMBRACE/EMPOWER
ENLIVEN/ENVISION
SALON I-J
SALON G-H
SALON A-B
WORKSHOPS SCHEDULE AT-A-GLANCEWEDNESDAY, OCTOBER 18TH
8:30AM
4:30PM
PMI Triangle Soft Skills Training ClassEric Bloom,Manager Mechanics, LLC
The Art of Positive Politics(A Key to Delivering Successful Projects)
Vijay Verma,TRUMF
Bob Prentiss, Bob The BA How to be a Business Analyst in an Agile Environment
Proven Ways to Enhance Strategic Thinking in Yourself and Others
No-Nonsense Behaviors that Lead to Exceptional Performance
Lori Silverman,Partners for Progress
Neal Whitten,The Neal Whitten Group
THURSDAY, OCTOBER 19TH
EMBRACE/EMPOWER
SALON G-H
SALON I-J
ENLIVEN/ENVISION
SALON A-B
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FACTS TELL, STORIES SELL: HOW TO STORIFY DATA AND INFORMATION TO GET YOUR POINT ACROSS
Lori Silverman, Partners for Progress
How do you effectively share a data-driven business case? How do you keep stakeholders engaged while sharing a bunch of numbers and figures? How do you turn a pile of statistics into something that’s meaningful? All data has a voice. Someone has to extrapolate meaning from it — and then transform this meaning into a compelling story that moves people to take action. In this workshop, you’ll learn how to storify data and information to more quickly get your point across to get the action that’s needed.
EMBRACE/EMPOWER8:30AM - 4:30PM
LEADERSHIP BOOTCAMP
Rhonda Scharf, On The Right Track
Come to our Leadership Bootcamp to find out what you need to know to lead through your actions - with or without authority. The best leaders have willing followers. Learn to create a tribe of people who want to be on your team. Learn to motivate them (and you) by changing just a few small traits. Create positive morale, energy, and successful projects. Leaders aren’t just born, they are created - learn how to become the best leader you can be.
ENLIVEN/ENVISION8:30AM - 4:30PM
WORKSHOP DESCRIPTIONSWEDNESDAY, OCTOBER 18TH
BA SKILLS PM SKILLSSHARED SKILLS
SALON I-J8:30AM - 4:30PM
POWER AND INFLUENCE IN PROJECT MANAGEMENT
Vijay Verma, TRIUMFThe more power you have, the better you are able to get the job done. Successful project managers recognize the need to evaluate power, dynamics of politics, and the importance of managing stakeholders through influence. Identify eight forms of power and evaluate your own power level. Develop strategies to increase your total power and learn practical guidelines to influence successfully without formal authority. Analyze the political landscape in your organizations and learn about three political positions and five categories of stakeholders. The techniques and reminders covered in this highly interactive and engaging workshop will give you many practical tips that you can immediately use to understand the dynamics of power and politics and learn how to use your power effectively in your own organization.
SALON G-H8:30AM - 4:30PM
TOP REASONS WHY PROJECTS FAIL AND HOW YOU CAN AVOID FAILURE
Neal Whitten, The Neal Whitten Group
Project failure is expensive to your organization and to your career. This workshop will reveal the most prevalent causes of project failure and will show you what you can do to avoid the reason for failure by going after the root causes. This workshop is so important to project and program managers, it should be mandatory for all project and program managers—whether new or experienced. This workshop and its takeaway exhibits can be a game changer for your career.
SALON A-B8:30AM - 4:30PM
BADASS BUSINESS ANALYSIS TECHNIQUES!
Bob Prentiss, Bob the BA
Are you ready to learn and practise some new and very helpful techniques you have never heard of before? Are you ready to expand your frame of reference and re-look at how you facilitate? It does not take a Badass Business Analyst to learn these new techniques, but if you are willing, you are well on your way to becoming a Badass Business Analyst!
OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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WORKSHOP DESCRIPTIONSTHURSDAY, OCTOBER 19TH
BA SKILLS PM SKILLSSHARED SKILLS
EMBRACE/EMPOWER8:30AM - 4:30PM
PROVEN WAYS TO ENHANCE STRATEGIC THINKING IN YOURSELF AND OTHERS
Lori Silverman, Partners for ProgressWe live in a VUCA world. It’s easy to be consumed by short-term challenges posed by leaders, team members, and other stakeholders and only be tactical in our responses. To respond for the long haul, we must think strategically. We need to know when to stop analyzing and breaking apart data. We need to figure out how to create useful meaning from the uncertainties and trends that seem far out, but have begun to impact us. In this workshop, you’ll walk away with a variety of practical strategic thinking tools you can immediately apply.
SALON G-H8:30AM - 4:30PM
NO-NONSENSE BEHAVIORS THAT LEAD TO EXCEPTIONAL PERFORMANCE
Neal Whitten, The Neal Whitten Group
Neal reveals 27 important leading-edge, best-practice, results-oriented leadership behaviors that can promote your professional and personal success. Then, using an assessment instrument and exercise templates, assess your proficiency in key behaviors, recognize your inhibitions that are holding you back from becoming your best, identify your top three behaviors with which to improve and learn how to create your personalized performance improvement plans. Bonus: Assess your work-life balance.
SALON I-J8:30AM - 4:30PM
PMI TRIANGLE SOFT SKILLS TRAINING CLASSEric Bloom, Manager Mechanics, LLC
This workshop specializes in the two PMI Talent Triangle areas, “Leadership” and “Strategic and Business Management” referred to in this quote. Its goal is to help you enhance your expertise in these two important PMI Talent Triangle dimensions. Topics include leading without authority (influence), strategic thinking and planning, conflict resolution and other valuable related areas.
ENLIVEN/ENVISION8:30AM - 4:30PM
THE ART OF POSITIVE POLITICS (A KEY TO DELIVERING SUCCESSFUL PROJECTS)
Vijay Verma, TRIUMF
Analyze the political landscape in your organizations and learn how to stop being Naïve, protect yourself from “Sharks”, learn to be politically sensible, and convert your adversaries and opponents into your allies. Understand the five categories of stakeholders and uncover ways to manage politics at the project level and at upper management levels. In this highly interactive workshop, you will understand the important keywords for positive and negative politics; identify three political positions; develop strategies to manage five categories of stakeholders; and increase your leadership effectiveness. You will learn many practical tips to create a climate of more collaboration, teamwork, synergy, commitment and motivation for getting things done and leading people to their peak performance by using the art of positive politics.
SALON A-B8:30AM - 4:30PM
HOW TO BE A BUSINESS ANALYST IN AN AGILE ENVIRONMENT
Bob Prentiss, Bob the BA
Confused by Agile? Don’t know how you fit in as a Business Analyst? There are many approaches to Agile but very few initially address how the Business Analyst fits into the approach. This 1-day course helps to identify how the Business Analyst performs their work giving them the essential skills to successfully navigate an Agile environment. In the workplace today, every person has more responsibility than ever before. It seems that Business Analysts and Project Managers always have too much to do and not enough time to do it, let alone share the information needed to work well within a Project Team. Stress levels are high, and communication is often lacking, misinterpreted or misunderstood.
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SPONSORS AND EXHIBITORS
With over 500 organizations in 51 countries using TopTeam Analyst and Visual Use Case, TechnoSolutions is a leading provider of Requirements Definition and Requirements Management tool that help you leverage industry best practices such as - Use Case Scenarios, User Stories, Automatic Text-to-Diagram Conversion, Automatic Test Case Generation, Business Process Modeling, Screen Mockups, Application Simulation and End-to-End Traceability. Free Trial at: www.TechnoSolutions.com.
The IIBA Greater Boston Chapter was the first US chapter established in March 2005. Our chapter is one of a rapidly growing international base supported by the overall IIBA organization. The goal of the Greater Boston Chapter is to advance the mission and objectives of the IIBA at the local level and to raise the profile of the Business Analyst role by promoting best practices and standards among like-minded Business Analysis professionals. An integral component of our chapter is ongoing learning and knowledge sharing. This is accomplished through presentations, seminars, and activities hosted by the chapter. Please check out our website www.boston.theiiba.org.
The Central Mass Chapter of PMI serves project management professionals, companies and organizations in the Central Mass geography. The Central Mass Chapter, chartered in the spring 2003, is the professional development organization for Central Mass project professionals from all industries and business sectors. We have over 400 members and a mailing interest list of about 700 folks. We have monthly dinner meetings (DoubleTree Hotel, in Westboro, MA) with networking, speakers on topics of current interest and PDU’s. We have periodic special events that offer in depth coverage of selected topics of interest to our membership, visit www.pmicmass.com for details.
Bryant’s Executive Development Center provides certificates that address the needs of today’s dynamic, global workforce. Our comprehensive selection incorporates real world experience with industry best-practices-designed to put your skills to immediate use. Our industry-recognized certifications utilize methodologies practiced by business professionals worldwide. We are excited to announce our newest certificate in Cyber Security
TechnoSolutions Corporation Greater Boston IIBA Chapter
Central Mass PMI Chapter
Bryant University
Silver Sponsor
Association Partner
Association Partner
Table top
At Bob the BA we have a different approach to business analysis and leadership training that is interactive and engaging. We learn best by doing and our courses are all very interactive and hands on. Bob is one of the top rated speakers at conferences world wide on topics of enterprise analysis, building stronger business relationships, process improvement, being an Agile BA, analysis techniques, facilitation and elicitation. Our emphasis on critical thinking, problem solving, building better business relationships and influencing without authority help your organization to think, learn and work DIFFERENTLY.
The Association for Change Management Professionals (ACMP) Manitoba Chapter is dedicated to advancing the discipline and profession of change management practices that support the success of individual and organizational change for the realization of intended business results. As a Manitoba Chapter of ACMP, we are aligned with ACMP’s global vision of leading the way change works. We exist to create opportunities for Change Management professionals to network and share ideas, promote the profession and change management concepts to organizations in Manitoba and to provide opportunities for education and training.
Bob The BA
Northeastern University
Table Top
Table Top
BA Times has become the ultimate destination for the ever-growing Business Analyst community. Our team keeps the site consistently updated with in-depth articles, blogs, whitepapers and webinars, ensuring that BA Times is at the forefront of relevant content surrounding all developments regarding business/systems analysis, Certification, industry events and cutting-edge BA insights. Most importantly, BA Times is committed to the advancement and recognition of the Business Analyst Community.
Project Times has become the ultimate destination for the ever-growing PM community. Our team keeps the site consistently updated with in-depth articles, blogs, whitepapers, templates, and webinars, ensuring that PM Times is at the forefront of relevant content surrounding all developments regarding project management, PMI Certification, industry events, and cutting-edge PM insights. Most importantly, PM Times is committed to the advancement and recognition of the PM Community.
Business Analyst Times
Project Management Times
Media Partner
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OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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NOTES
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OCTOBER 16 - 19, 2017 | BOSTON MARRIOTT BURLINGTON HOTEL
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BOSTON, MAOCT. 16 - 19, 2017
CHICAGO, ILNOV. 13 - 16, 2017
NEW YORK, NYDEC. 4 - 7, 2017
VANCOUVER, BCOCT. 30 - NOV. 02, 2017
MONCTON, NBNOV. 27 - 30, 2017
2017 FALL SEASON EVENTS