Northeast Ohio Chapter of PMI


PMI In the Morning!

roundtable aug 2016 image

August 2016 PM Roundtable Breakfast Meeting

PM Roundtable: Managing Remote Resources

Join us at Panera Breads on Wednesday August 10th from 7-8am for a morning of networking and discussion with your fellow PMs.  This is a new format for the chapter, less formal than our monthly chapter meetings.  There is no speaker, the focus will be on our resident experts, YOU! 

Many projects in today’s world involve some sort of remote team member.  Whether someone who works from home, a colleague in another office, or a team member across the globe, every remote relationship has its own unique challenges.  Bring your problems and solutions to breakfast and find out what’s working for your colleagues and fellow practitioners.  If you’ve had success with productive management in this space, what better way to give back to the profession than to share your ideas with others who face the same dilemmas.

Come early or stick around after and meet with other professionals in the chapter, there’s something in it for PMs of all ages and experience!

We’ll supply the coffee and food, you just supply you!

Date:  Wednesday, August 10th, 2016

Time:  7am-8am

Location:Panera Bread 5090 Tiedeman Rd. Brooklyn, OH 44144

Cost:  Free!!!

Food:  Coffee and assorted breads and pastries will be provided by the chapter!

Register:  No need to register, just drop on in! 

PDU/s:  1 PDU Technical Project Management


Tres Roeder, global expert on project and change management, will share how to turn project management into a strategic weapon. Based on years of experience helping organizations improve project management maturity, and the latest research on the intersection between strategy, organizational design, and project management, Mr. Roeder will explain how to position project management in your organization as a profit-enhancing core competency.

The course features the latest scientific research, new case studies, multi-media presentations, and the tangible frameworks and tools you’ve grown to expect from Roeder Consulting since its founding in 2001.

Please join us for a stimulating day of learning and discussion!

The Strategic PMO – Building Competitive Advantage with Project Management

Friday, October 14th, 2016

Metropolitan at The 9, downtown Cleveland

8 PDUs

Price:  $595 (includes gourmet breakfast, lunch, and snacks)

Utilize discount code PMINEO to receive 20% discount! 

Early bird pricing (60 days in advance), combined with the PMINEO discount, reduces the cost to $476.

Seating is limited.  Register today at  

Event Title: October 2016 Chapter Meeting

Topic: Simultaneous Leadership™: The magic of leading and following at the same time.

Summary of Event:
When PMI structured the new “Talent Triangle” in 2015, they singled out ‘Leadership’ as one of the core competencies that today’s employers are looking for from Project Managers.  Leadership as a term, however, can be fairly ambiguous.  What does it mean to be a leader in today’s constantly evolving marketplace.  What are the right skills to be a leader right here, right now?  Even if you have been in a leadership role for years (actually, especially if you have been in a leadership role for years) you have probably seen the term and the skills redefined many times over the years.

Jeff Spahn has seen leadership evolve from the solo chain of command to shared collaboration. In fact collaboration is used to describe the cutting edge of leadership, even the new competitive advantage. The digital age requires an evolved practice of leadership, what Jeff calls Simultaneous Leadership™. The key new skill here is learning to lead and follow simultaneously, in the same moment.

Jeff’s presentation for our chapter includes:

  • A presentation and discussion on Simultaneous Leadership™: the evolution of leadership, the emergence of leading and following at the same time.
  • Fun exercises that exemplify the dynamic of simultaneous leadership.
  • An opportunity to assess your own team/organization and discuss: What excites you? What questions arise? What’s your push back or challenge?
  • Immediately applicable skills for facilitating simultaneous leadership.

Please join us at Westfield Insurance in October for new insights into what it means to be a successful leader in today’s marketplace!

J. Jeffrey Spahn is a researcher, executive educator, entrepreneur, executive coach, storyteller and speaker. With over 20 years of experience Jeff continues to design a unique and powerful leadership practice for leaders, executives, teams and organizations. The Leading Leaders Practice is practical approach to leadership in the 21st Century and is designed enable leaders to mold complexity and ambiguity into innovation and performance.Disciplines and insights from business and philosophy, arts and athletics, science and spirituality enliven this practice. A degree in business from the University of Michigan and a doctorate from the University of Chicago ground his practice in sound scholarship. After more than twelve years of executive leadership Mr. Spahn taught business graduate students and conducted research on the purpose of business. During this investigation he engaged many of the top executives in the United States.

Jeff is currently writing a book entitled “The Magic of Mutual Leadership: How to Lead and Follow Simultaneously for Exponential Results” and has published articles in“Developing Leaders Magazine”,“Velocity”, “Directors & Boards”, “Director’s Monthly”, “Virtual Strategist”, “Advisor Perspectives”, and“FPA’s Practice Management Solutions”.

Date: Thursday, October 20th, 2016

6:00 Registration & Networking Begins
6:45 Meeting Announcements
7:00 Main Presentation
8:20 Q&A and Wrap-up

Location:Westfield Insurance, Blair Conference Center, 9079 S. Leroy Rd., Westfield Center, OH 44251


Additional direction information can be found on the Westfield Insurance website.

Cost: Free for members &Westfield Employees; $5 for non-members

Food: Hot hors d'ouvres & Vegetable Platter

Refreshments: Cash Bar, Coffee, Iced Tea, Lemonade

Register: Register by Friday 10/14

PDU/s: 1.5 PDUs in Leadership

Topic: 2015 Kerzner Project of the Year: University Hospitals Home Care Integration project.

The Kerzner Project of the Year Award is the highest award our chapter bestows to recognize the fantastic work that is being done by Project Management practitioners in our region.  The September chapter meeting is your chance to find out more about what is behind the success of this year’s winner.  Representatives of the project will talk about the project, its value to the company and what they did as Project Managers that made a difference.  It will be a great opportunity to listen for the new ideas you’ve been looking for to push your own project over the top and ask questions of the people who made it a success.  Join your colleagues in September and share ideas and conversations about what’s working in Northeast Ohio!

As part of the UH acquisition plan of two newly acquired health care organizations, the project’s purpose was to integrate the organizations’ home care agencies to that of UH Home Care.   The integration scope included business processes, IT systems, and organizational structure.  The timeline was very compressed with a 12 month delivery deadline.  The project work included the utilization of Lean Six Sigma tools to help ensure identification of waste and opportunities for improvement, as well as to maximize opportunities for staff involvement in the change processes.

What made this project special:

  1. It required the integration 2 completely independent home care agencies to UH Home Care within a three month period of one another, which is very tight timeline for such mergers.
  2. The integrations were what we call “four corner” in that they impacted all aspects of the organizations, not just IT systems, and not just the business, but all.  As such collaboration from everyone was needed.
  3. The value added by the integrations were considerable.

 Business benefits

  1. ROI of $2.4 m over 5 year.
  2. Unified care delivery processes, supporting the achievement of UH productivity & clinical goals.
  3. Integrated financials-  enabling integrated budgeting, forecasting and other financial management.
  4. Establish a model of integration future growth and expansion needs.

Date: Wednesday, September 21, 2016

6:00Registration Begins / Networking
6:45Meeting Announcements
7:00Main Presentation
8:15Q&A and Wrap-up

Location: Eaton Corporation, 1000 Eaton Blvd, Beachwood, OH 44122.

When you arrive, please proceed to the left lane of the Entry Pavilion, where security will confirm your registration.  You can then proceed to the parking garage and then reception.

HR Recruiter: Onsite to share opportunities available at Eaton.

Cost: Free for members &Eaton Employees; $5 for non-members, availability limited to 125 seats

Refreshments:  Beverages and light refreshments will be served.

Register: Register by Friday 9/17

PDU/s:  1.5 PDUs in Strategic & Business Management

Lambert Logo 060614 

Please do not reply to this email. Instead if you have questions about the event, please contact LCG, Lambert Consulting Group at or email This email address is being protected from spambots. You need JavaScript enabled to view it.


Lee Lambert is offering you a $300 discount in celebration of his birthday! On July 31 & August 1, apply promo codeword "birthday" and register for only $199. This is a ONE TIME 48 Hours ONLY promotional discount. Mark your calendars and save $300!!

Training coupons also available for $199. Coupons never expire and are fully transferable. Limit 5 coupons per person.

Project Management Principles: Capitalizing on Critical Skills
with Lee R. Lambert, PMP, CEO, PMI Fellow

8 PDUs

December 10, 2015


The purpose of the PMI Northeast Ohio Professional Development is to assist with developing and maintaining Project Management skills with a focus on PMP Certification and Retaining Certification while at the same time growing the profession.

There are several areas of professional development that the chapter offers:

  • Monthly chapter meetings with speaker *
  • Half & Full-day Workshops *
  • Professional Development Days (PDD)
  • PMP Certification Preparation Classes
  • Links to other PMI events for professional development
  • Connections to other professional organizations and events which benefit the Project Management Body of Knowledge


TO:                  All PMI Northeast Ohio Members and Guests

FROM:            Janet Kuster, President, Board of Directors, PMI Northeast Ohio Chapter

SUBJECT:     2013 Operating Results

Greetings from the PMI Northeast Ohio Chapter Leadership Team!

It is our pleasure to share our 2013 Operating Results with you. We accomplished a lot in 2013 to increase your opportunities to earn and maintain your credential, network with your peers, and keep up to date with news that impacts your success. For example, in 2013 our Programming and Communications teams offered:

  • 3 Signature Events, which recognize and educate our members. We had over 150 attendees combined at the Kerzner and PDD events and awarded 267 PDUs at an average cost of $30/PDU. This was our first celebration of International Project Management Day and we intend to continue this very successful collaboration with Baldwin Wallace!
  1. January Kerzner Award, an annual award that recognizes an outstanding contributor to project management in our local area. Our 2013 recipient was Joe Anastasi, from Progressive Insurance’s PMO. We also presented a “Project of the Year” Award to Joann Stores, for its Order Management System.
  2. April Professional Development Day (PDD), an especially good opportunity for credential holders to deepen their knowledge on “Risk Management Differences in Iterative/Agile vs. Waterfall Projects” with project management guru Carl Pritchard, PMP, PMI-RMP, EVP.
  3. November “International Project Management” (IPM) Day, during which we presented two deserving students, Cory DePiero and Jill Borling, with $1,000 scholarships, in partnership with Baldwin Wallace College.
  • 9 Additional Chapter Meetings on the latest project management developments attracted 780attendees – 62% were PMP’s who were automatically awarded 743 PDUs at an average cost of $23/PDU.

Our meetings were held at several different locations to increase member access, such as:

  1. Nestle USA, Parker-Hannifin and Progressive Insurance in east side Cleveland
  2. Baldwin Wallace College in west side Cleveland
  3. DeVry University in south side Cleveland
  4. Key Bank Tower in downtown Cleveland
  5. Non-Cleveland locations that included Snap-On Business Solutions in Richfield and Goodyear Tire and Rubber Company in Akron

Please let us know if your company would be interested in sponsoring a meeting location in the future!

  • 3 PMP Study Groups, with 146 registrants held in January, May and September for which participants were required to pay the cost of materials only.
  • 11 Seminars with our Registered Education Providers (REP) partners, at their cost (no mark-up for the Chapter). Over 100 people attended one of these, a webinar called “Creating Visuals in MS Project”.
  • November “Annual Business Meeting,” during which we reviewed 2013 highlights and 2014 plans, along with a presentation, “Breaking through the Glass Ceiling of the Triple Constraint”.
  • Biweekly “Chapter Messenger” emails newsletters, with updates on Chapter news, program and partner events, and PDU opportunities.
  • Networking Opportunities, prior to each meeting.
  • Job Openings / Job Seeker “Elevator Speeches”, at every meeting prior to the main presentation.
  • Partnerships with Other Associations, to broaden our program offerings. For example, in January 2013, we partnered with the Northeast Ohio Society for Technical Communication (NEOSTC) to offer a seminar, “How Personality Dimensions Affect Negotiating Style and Tone”.
  • Social Media networking, to stay connected with Chapter events and network with other members. Members can join our three Chapter social media networks - LinkedIn, Facebook, and Twitter – by visiting our newly redesigned Chapter website’s home page at, and selecting the social media icons at the bottom of the page.

We strive to provide outstanding programming and services for project management professionals with all levels of experience, including the student or novice project manager, the program/portfolio manager, and the project executive. This is reflected in our members’ feedback, indicating that the top reasons they join the chapter are for professional development, networking opportunities, credential study groups, and to keep up on the latest news.

Recognizing Our Chapter Sponsors

The quality of our programming wouldn’t be the same without the investments from our premier partners. The following organizations deserve your support in return for all the great things they underwrote for the chapter in 2013:

  • Baldwin Wallace University
  • Experis
  • Lambert Consulting
  • Roeder Consulting

We also want to recognize all of our engaged corporate sponsors at our top companies around the Cleveland area at Cleveland Clinic, Eaton, Goodyear, KeyBank, Progressive Insurance, Rockwell and Snap-On Business Solutions!

Giving Back to the Community

Beyond these programming initiatives, our volunteers feel passionately about offering opportunities to “give back” to the Greater Cleveland Community, through volunteering at local fundraisers and community organizations. In 2013, we supported the following organizations and events:

  • Earthfest, on April 21st
  • Egg Hunt at the Cleveland Botanical Gardens, on March 30th
  • Walk to Cure Diabetes, on September 29rd
  • BOO-tanical Bash, on October 26th

Project Management Professional Transitions/Opportunities

Our chapter wants to be the “Destination of Choice for Project Management Opportunities in the Cleveland Metro Area.Therefore, whether you are a job seeker, staffing firm, or employer, we urge you to take advantage of the following services:

  • Job Bank, for posting your open positions on our Chapter website, at (
  • Recession Proof Your Career Group, which focuses on solutions for our members who are in (or contemplating) a career transition. For more information on this valuable member program, contact This email address is being protected from spambots. You need JavaScript enabled to view it..
  • PMI Northeast Ohio Chapter Linked-In Group, to get additional exposure for a newly posted job (or to advertise openings) at ( We encourage employers and staffing firms to post opportunities in both places, since there are over 3,000 chapter members (and guests) in the Chapter’s Linked-In Group.
  • PMI Northeast Ohio Chapter Facebook Page (,which we use to communicate upcoming Chapter events to our members.
  • Chapter Twitter Account (, which we also use to communicate upcoming Chapter events to our members

Chapter Administration

Administratively, the Chapter is focused on getting the right things done to ensure our longevity, fiscal prosperity, and transparency. Here are some of our 2013 highlights:

  • We held our January Chapter Leadership Meeting, which focused on ‘Improving Member Satisfaction with Data-driven Decision Making’.
  • We released a fresh, new PMINEO website redesign with additional features and functionality including: member single sign-on, additional project management-related news articles and newsletters, managed event registrations, updated job bank, and additional FAQs.
  • We revised our Chapter Bylaws, following the PMI-standard template from 2010. Chapter leaders and members had input into these revisions. Our Bylaws were put on ballot and approved in October 2013, and are in effect as of January 1, 2014.
  • We created a long-term strategic plan for the chapter, known as PMINEO Blueprint 2020. Our plan consists of 12 strategic objectives that will guide our activities as a chapter over the next several years. Each objective will be supported by a series of initiatives, and progress will be monitored by metrics. While there is much detail in the strategic plan, our objectives can be summarized as follows:

  1. Strengthen operational procedures *
  2. Extend our geographic base *
  3. Increase member value *
  4. Provide sponsor value *
  5. Diversify income streams *
  6. Engage students
  7. Strengthen chapter governance
  8. Engage companies at the executive level
  9. Diversify partnership base
  10. Improve membership engagement
  11. Grow membership
  12. Improve membership retention

* It would be difficult for us to focus on all these objectives at once, so those with an asterisk have been identified as top priority for 2014.

  • We attended both the Regional and National Leadership Development Meetings and brought back invaluable “pre-tested” initiatives, procedures and concepts that continue to raise the bar for our members’ value proposition.

Financial Operating Results

Financially, our PMI Northeast Ohio Chapter is on stable ground. The chapter is incorporated under a 501-C6 filing (for professional associations), and our bylaws require that we operate under a balanced budget. Every year, we create a budget, where revenues essentially equal expenses. In 2013, we were profitable with a net income of about $1,300.00. This year’s profit contributes to our savings account, which allows us the flexibility for future investment in well-justified special initiatives.


To Summarize

Bottom Line: You belong to a robust Chapter, with highly effective volunteers that take pride in maximizing your member value. Our experienced professionals, whether members or volunteers (and sometimes both) are focused on the fundamentals that support our mission, which is to “Promote project management as a recognized discipline by creating an environment that fosters professional development through continued learning, networking, and support of project managers.”

Thank you for your continued support. We hope to see you at our events in 2014. We value your input. If you have additional questions, please do not hesitate to reach out to any Chapter volunteer or to me personally.


Janet Kuster, PMP, MBA

This email address is being protected from spambots. You need JavaScript enabled to view it.


Roeder Logo 060914

*Early Bird Expires 10/14

Communicate with Confidence and Competence (8 PDUs)

Date: Friday, November 14, 2014

Time: 8:00 am to 5:00 pm (check in begins at 7:30 am)

Offered by: Roeder Consulting

Instructor: Christine Zust, MA

Location: Courtyard Cleveland Beachwood

3695 Orange Place, Beachwood, Ohio 44122


To register or obtain more info:

Topic: TBD

Facilitator: TBD

Speaker(s): TBD

Date: Thursday, May 15, 2014 6:00pm - 8:30 pm

Business Mtg start at 6:45; Presentation runs 7:00 – 8:30 PM

Location: TBD

Cost: Free for Students, Chapter Members, Speaker, Employees of host company, and Greeters.
All others are charged a $5 fee. A valid PMI id is required if you are a member of the local chapter.

PDUs: 1.5

Register: (not open yet for Registration)

We will not accept walk-ins for the event nor can accept payment at the door.

If you are a PMI member, please enter your PMI member id on the registration form. For individuals that are PMI members, have entered an accurate PMI member id, and also have a PMI certification, we will upload your registration information to PMI to report your PDU's for you, saving you time.

Speaker Bio:

Presentation Summary:

Topic: TBD

Facilitator: TBD

Speaker(s): TBD

Date: Wednesday, April 17, 2014 6:00pm - 8:30 pm

Business Mtg start at 6:45; Presentation runs 7:00 – 8:30 PM

Location: TBD

Cost: Free for Students, Chapter Members, Speaker, Employees of host company, and Greeters.
All others are charged a $5 fee. A valid PMI id is required if you are a member of the local chapter.

PDUs: 1.5

Register: (not open yet for Registration)

We will not accept walk-ins for the event nor can accept payment at the door.

If you are a PMI member, please enter your PMI member id on the registration form. For individuals that are PMI members, have entered an accurate PMI member id, and also have a PMI certification, we will upload your registration information to PMI to report your PDU's for you, saving you time.

Speaker Bio:

Presentation Summary:

"The Five Traits of Risk Management Excellence" event (09/30/13) has been canceled

Questions or inquiries:

Professional Development - Center for Innovation and Growth | (440) 826-2253 | This email address is being protected from spambots. You need JavaScript enabled to view it.

Stakeholder Management, Categorization and Communication: The Keys to Successful Projects

Topic: Master the New PMBOK Knowledge Area: Project Stakeholder Management | Download brochure

Speaker: Lee R. Lambert, 2009 PMI Fellow

Date: August 7, 2013 8:30 am to 4:30 pm

Location: Hawthorne Valley Country Club 27840 Aurora Road, Solon, Ohio 44139

PDUs: 8

Cost: $349 for PMI members (use code word PMI); Non-Members: $449


If you are not currently a Member of your local PMI Chapter, please visit

Registration fee includes breakfast, lunch and all supporting materials.



This course will prove to those attending why the PMBOK®, the world standard for project management, has added its first new Knowledge Area in many years (Project Stakeholder Management). This new Knowledge Area process documents how to analyze the current and desired levels of stakeholder engagement and highlights the fact that levels of stakeholder engagement may change according to the project situation and timeframe. In addition to the levels of stakeholder engagement, this new process also identifies the interrelations between stakeholders, including a process that ensures comprehensive identification and listing of new stakeholders, reassessment of current stakeholders and removal of stakeholders no longer involved in the project. The above information was taken from "Comparing PMBOK® Guide 4th Edition, PMBOK® Guide 5th Edition, and ISO21500" by STS Sauter Training & Simulation, S.A.

This workshop will hit on all of these new hot buttons! The project execution environment is a communications mine field and for projects to be successful all participants must learn to weave their way through the myriad challenges posed by dozens of project stakeholders. Stakeholders come in all shapes and sizes. Some are obvious and easily recognized, others are not! This course will teach project professionals how to identify all of the stakeholders, classify them according to the respective stakes and, most importantly, prepare a tailored project communication plan that provides timely and focused project information to the appropriate stakeholders. This new approach will lead to significant improvements in stakeholder communications and result in needed improvement in managing stakeholder expectations.

Sign in starts at 8:00am. Workshop begins at 8:30am. A working lunch will be served and the program will end at 4:30 Please contact the venue directly if you have any questions about the facility. Instructions for obtaining Certificates of Completion through our automated system will be distributed at the end of the workshop. These automated certificates will contain all of the information you will need to register your PDUs through PMI.


Lee R. Lambert, PMP, CEO

PMI Fellow (2009)

PMI Professional Development Provider of the Year (2007)

PMI Distinguished Contribution Award (1995)

Lee Lambert takes the saying; "been there, done that, got the T-shirt" to new heights in project management training, by incorporating a pragmatic perspective and a unique use of personal analogies to help bring the subject matter to life. No other Project Management educator can contend with his uncanny technical knowledge, material content and refreshing delivery - not to mention his humorous, engaging, CommonSense™ style that has mesmerized more than 40,000 students in 21 countries. Lee has been an honored and distinguished member of the project management community since 1968 and was part of the original team that formulated and implemented the PMP Certification Program. He is recognized as one of the most effective project management educators in the world.

Instructor: Dr. Harold Kerzner



Location: Center of Innovation and Growth, Baldwin Wallace University

Date: Wednesday, July 31, 2013, 5:00p.m. - 8:00p.m. and Thursday, August 1, 2013, 8:00a.m.-3:00p.m.

PDU: 9

Cost: $810 Northeast Ohio PMI Chapter Members; $899 for non-members;

Register Now ( )

Dr. Harold Kerzner

PROGRAM INFORMATION {download brochure here}

It has taken several decades for executives to become convinced that project management can and does work well. With this realization, executives have begun delegating more authority to project managers, especially with regard to decision-making, and the management of more long-term, complex projects. As part of this evolution of project management we have changed our definition of project success to include more elements than just the triple constraint. Benefits and value are now part of the success criteria. However, on the large, complex projects, there may exist a multitude of stakeholders all of whom have different success criteria for the project.

Project managers must now understand and communicate metrics and key performance indicators (KPI) to link project success to long-term organizational goals.

Participants will receive a copy of Dr. Kerzner’s book, Project Management Metrics, KPIs and Dashboards: A Guide to Measuring and Monitoring Project Performance.

Baldwin Wallace University

reach us at : or 440 826-2253

Topic: The Influential Presenter

Date: Thursday, July 21, 2011, 6:00 p.m. - 8:30 p.m.

Location: Holiday Inn in Independence, OH.    Map and driving directions.

PDU: 1.5

Cost: $35 for PMINEO Chapter Members, $40 for non-members.  
PMINEO Chapter members must supply their PMI id number when registering.  If you do not know your PMI id, please visit this link and login.

Meal Choices are one of the following: Vegetable Lasagna, Chicken Cordon Bleu,  or Orange Roughy

Registration: Click here to register.

classnew_48x48.pngNew Web-based Self Study Course

Project Movie is a web-based self-study course that takes 15 hours to complete, and will earn the viewer 1.5 CEUs or 15 PDUs.  Click here to see more information.