Northeast Ohio Chapter of PMI


Join your colleagues for a full day of learning on Thursday, May 3rd at our annual Professional Development Day. The day will include a keynote from a presenter at the 2017 PMI Global Congress, as well as additional sessions with local experts. You’ll come away with 7 PDUs in total. A light breakfast and lunch will be provided. After all of the learning is done, join us for a networking happy hour with a cash bar and snacks.


Keynote: "Bouncing Back Fast – Changing your Life at the Speed of Thought" presented by Dennis Cummins, bestselling author
1st afternoon: NEO Executive Panel PMO discussion
2nd afternoon: "How to Win Friends & Influence People in the Digital Age" presented by Kathleen Himler, Dale Carnegie Institute

Included in your registration is a networking session from 5:30pm - 8:00pm.  Don't miss this opportunity to learn from your peers and socialize your new knowledge gained from our amazing speakers.

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Each year the Northeast Ohio chapter of the Project Management Institute awards one person with a Project of the Year (POY) award who has shown exemplary achievements to the practice of project management. Criteria for the POY award includes:

  • the project must be completed in Northeast Ohio in the previous calendar year (2017)
  • the award can be given to an individual or a group
  • the project can be any type, across any industry, public or private sector
  • the nominee does not need to be affiliated with a PMI member
  • the nominee does not need to be PMP certified
    (We additionally recognize one Project Manager with the Project Management Excellence award each year, however, in 2017 we did not receive enough eligible nominations.)

There were some great Project of the Year nominations this year. In addition to our winner, we would like to acknowledge a runner up. The project was called "GE Lighting SAP to the Cloud", managed by Bill Cook. This project was 13 months in duration, where the focus was to move the GE Lighting business unit to a new, cloud based data center. The project was completed 6 months ahead of time and 20% under budget, and integrated a new operating model (people, process and technology) with minimal impact to customers. GE Lighting is the only business unit to run a mission critical cloud production system, setting the stage for other GE business units. Congratulations Bill Cook!

POY-2017-team-picture-with-KerznerThe program that is the 2017 winner of the Project of the Year award is called the "Cleveland Metropolitan School District Workday Implementation Program". Workday is a cloud based financial management and human capital management software application. The goal of the program was to move to an Enterprise Resource Planning (ERP) solution for all schools and administrative offices. This involved management of change associated with the solution (the people side of change) and leveraged best practices and business processes to enhance the experience. Business benefits realized as a result of the program include increasing operational effectiveness and efficiency through business processes which leveraged an intuitive user experience and a robust, self-service platform. Congratulations to Tim Oberschlake for being the 2017 recipient of the Kerzner Project of the Year award for a job well done on the CMSD Workday Implementation Program.

This years featured presentation by Dr. Harold Kerzner was titled "Risk Management in New Aircraft Development: A Project Management perspective using the Boeing 787 and Airbus A380". After a brief history on aging aircrafts, Dr. Kerzner compared and contrasted the design of new Boeing 787 and Airbus A380 airplanes. Strategies for each design, along with available amenities, were presented and the costs and corresponding risks/risk mitigation strategies were discussed. The presentation provided keen insight into the design decisions and their corresponding impact to the end goal.

Kerzner-HowardJoin us Tuesday, January 23, 2018 starting at 1:30pm for our afternoon seminar with Dr. Harold Kerzner "PM 2.0 and PM 3.0: The Future of Project Management" followed by a happy hour networking session. The 2017 Project of the Year (POY) and 2017 Project Management Excellence (PME) Awards Dinner begins at 6:00pm with Dr. Kerzner presenting "Risk Management in New Aircraft Develop: A Project Management Perspective Using the Boeing 787 and Airbus A380"Register by January 18th!

In our project-driven world, more organizations are recognizing the value of having a skilled workforce to deliver successful projects and business outcomes. Some of these same organizations also acknowledge hiring military veterans with project management expertise as an essential strategy for maintaining a competitive advantage in the marketplace.

Military-RetirementThe project management profession is an ideal career for military veterans transitioning into the civilian workforce. Your skills are directly transferable to the project management profession.

Now is the right time to explore project management as your next career.

Click this link to learn more about PMI’s Program for preparing the US Military for Project Managers.

PMI Northeast Ohio chapter can help you transition your military experience into career in project management with affordable certification training and network of professionals ready to mentor and guide you through the process.

If you want to learn more about our program, This email address is being protected from spambots. You need JavaScript enabled to view it.

PMINEO is now accepting nominations for the two 2017 Kerzner Awards; the prestigious Award for Project Management Excellence and the Project of the Year


According to Todd R. Jones, PMP, PMI-ACP, Operations Board member in charge of PMINEO Member Services: “These are the highest awards our chapter can bestow on any organization.  The Awards recognize the fantastic work that is being done by Project Management practitioners in our region.  The Awards recognize the highest levels of professional achievement in project management within our Northeast Ohio region.”   

In order to be nominated, the project can be of any type and from any industry.   All nominated projects all must be expertly managed to deliver the on-time, on-budget results, learning and integration that organizations need.

Both public and private sector projects are welcome.   Nominees do not need to be a member of PMI or PMINEO.

Nomination Forms

The forms for nominations can be downloaded here.

The Awards

An overview of the two Kerzner awards is provided

I.            Award for Project Management Excellence

The Kerzner Project Management Excellence (PME) Award recognizes and honours one individual demonstrating significant contributions and continual commitment to the project management profession; enhancing project management concepts, practices and techniques. The PME is awarded to an individual for continuously exemplifying the characteristics of a strong, effective project manager throughout their career. This person demonstrated an ongoing commitment to the standards, goals and practices of project management.


·         Any individual who has significant project/program/portfolio management responsibility within their company. 

·         Any individual who has shown leadership in advancing the project management profession.

·         Any individual who has shown an ongoing commitment to the standards, goals and practices of project management.

·         The project management work completed by the nominee, must be done by or for, a Northeast Ohio division or company organization. This may be a for-profit or non-profit organization.

·         Nominees do not need to be a member of PMI or PMINEO. 

·         Nominees do not need to be PMP nor CaPM certified.

Award for PME Nomination Procedures

·         Self-nomination is not permitted.

·         Nominators must complete the Project Management Excellence online submission form. 

·         Nominations must be received by the application deadline. See the General Nomination Guidelines, below, for more information.  

II.           PMINEO Project of the Year

The Kerzner Project of the Year (POY) Award recognizes the large and complex project that best delivers:

·         Superior performance of project management practices

·         Superior organizational results


·         Any project completed in Northeast Ohio.

·         Any project completed during the 2017 calendar year.

·         May be awarded to an individual or group. 

·         Project of any type, from any industry, in public or private sectors.

·         The project does not need to be affiliated with anyone who is a PMI member.

·         A PMP certified Project Manager is not required for eligibility.  

Award for POY Nomination Procedures

·         Team/Self-nominations are permitted.

·         Nominators must complete the 2017 Project of the Year nomination form. Directions for submission are included in the form. 

·         A letter from the project sponsor must be provided with the nomination form or emailed directly from the sponsor to This email address is being protected from spambots. You need JavaScript enabled to view it.

·         Nominations must be received by the application deadline. See the General Submission Guidelines for more information. 

Note: The individual(s) receiving the Project of the Year award will have the opportunity to showcase their project at a subsequent chapter meeting.  

      III. General Nominating Guidelines

All nominations must be submitted no later than 8th of December 2017.

The nomination committee will review all submissions and the PMINEO Membership committee will notify nominees of their decision by December 18, 2017. 

All nominators must:

·         Have personal knowledge of why the individual or project is being nominated.

·         Submit the appropriate online forms for each reward.

Nominators are not required to have PMI affiliation.

The PMINEO 2017 Kerzner Awards nomination committee will review all submissions and the PMINEO Membership committee will notify nominees of their decision by December 18, 2017

89c31d4a49001a41491615d305718f04Announcement of Award Winners at Jan 23, 2017 Dinner

The awards will be publicly announced  at our annual Kerzner Awards Dinner to be held on January 23, 2017REGISTER HERE

Future Chapter Meeting Kerzner Awards Presentation

Presentation of the 2017 Kerzner Award winning presentation will most likely be scheduled for some time in the Fall of 2018.  This meeting will be your chance to find out more about what is behind the success of the 2017 award winner. Representatives of the project will talk about the project, the value of the project to their 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. 

The purpose of this section of the PMINEO website is summarized as follows:

Focus: Chapter NEWS is on expanding recognition of value of membership in PMI and PMINEO - - Small steps leading to big results;

AdobeStock91898540Chapter NEWS Posts might include:

  • Announcements of new programming / events – tied to Events section on website
  • Announcements of interesting developments affecting PMI and PMINEO Members
  • Links and other information of import to PMINEO Members (e.g. update MyPMI, Renew your Membership, etc.)
  • Regular sections on volunteers - - Announced changes in Leadership Team
  • Listing of members earning new PMI certifications, new members, etc.
  • Any item related to developments within the Chapter

Send your suggestions along with your contact information, suggestions for new content including links and attachments (as appropriate) to This email address is being protected from spambots. You need JavaScript enabled to view it.

Want-YouPMINEO is kicking off its 2018 chapter elections by seeking nominations for open PMINEO leadership positions. We encourage you to consider running for the board! Similarly, we encourage you to nominate PMINEO members who you feel would be strong contributors in these roles. These are rewarding opportunities where you can impact our strategic priorities and improve upon our 2017 accomplishments as a volunteer chapter leader. The persons elected will join the five member Governance Board that is augmented by an appointed three person Operations Board to help run the chapter.

There are three positions up for election on the Governance Board for 2018. The committee’s plan is to have several candidates from whom to choose. The Governance Board will then decide which elected candidates will fill what roles on the Board.

Full details on the positions follow:

This email address is being protected from spambots. You need JavaScript enabled to view it. candidate nominations along with some details of the person’s background and experience including what motivates you to nominate the individual. If you would like to “throw your own hat into the ring”, and we encourage you to do so, include a professional bio, photo, and statement of why you would be a good candidate for a Board position. Nominations are due by Midnight Friday August 11, 2017. Voting will be held from Friday September 1, 2017 thru Midnight Friday September 22, 2017.

Thank you for your interest! If you have questions as you go through the nomination process, please don’t hesitate to reach out to us.

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By:Tim Oberschlake, PgMP, Director at Large, PMI Northeast Ohio Chapter

July 1, 2017

On behalf of the PMINEO Governance and Operations Boards, it is my pleasure to share our 2016 Operating Results. Our accomplishments furthered our shared mission of creating an environment that fosters professional development through continued learning, networking opportunities, and supporting project managers throughout Northeast Ohio.  A copy of the full report accompany's this article and is availiable for download at your convenience.

After reading this report, we hope that you share the conclusion that, whether you are a member of our chapter or represent one of our other stakeholders, you are part of a very robust and growing Chapter.  We are led and managed by a team of highly effective volunteers, who work tirelessly on behalf of our community and who take pride in maximizing the value of project management within our region.  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 2017. We value your input. If you have additional questions, please do not hesitate to reach out to any Chapter volunteer or to me personally.

Tim Oberschlake, PgMP
Director at Large,
PMI Northeast Ohio Chapter

Pajamas-AdobeStock68422634Economics professor Nick Bloom had heard the negative connotations connected to working from home for years: unfocused people dressed in their pajamas and watching television. He set out to learn if there was, indeed, a difference in productivity between working at home and in the office. His study of workers at a Chinese online travel agency showed that employees working from home were 13.5 percent more productive than their colleagues who remained in the office, equaling roughly an extra day’s worth of work per week.

Bloom, a senior fellow at the Stanford Institute for Economic Policy Research, attributed the productivity boost to the quieter environment a home setting brings. Employees working from home also tend to work full shifts and are not impeded by time-consuming commutes.  Marily Oppezzo, who is pursuing her post-doctoral fellowship at Stanford’s Prevention Research Center, encouraged members of the audience to include a simple activity – walking – to generate their next big idea.  “Creativity,” said Oppezzo, “is a choice.”  Her research examines creativity in people performing the same mental task while sitting or walking on a treadmill. Those walking outperformed their sedentary counterparts by a 2 to 1 margin. Oppezzo then provided a simple, five-step procedure people should follow to come up with that new idea.

From Psychology Today: Spark Your Creativity in Six Steps, Peg Streep

  1. Consider your workspace. If you’re thinking that your failure to channel your inner Martha Stewart is the cause of your stall—that if only everything was elegantly in its place, you’d be more creative— think again. Kathleen D. Vohs and her colleagues decided to tackle how environments—specifically orderly and disorderly ones—influence responses and actions. They set up experiments with one very orderly room and one much more cluttered space with papers and other items scattered about. The room were identical in terms of size, light, and view, In a series of experiments, they found that while order encouraged participants to choose a healthier snack and make more generous contributions to charity, a cluttered room sparked people to come up with more creative uses for a ping pong ball and new combinations for a fruit smoothies. The researchers surmised that “Disorderly environments seem to inspire breaking free of tradition which can produce fresh insight. Orderly environments, in contrast, encourage convention and playing it safe.” Again, while to those who know me this research may seem like the perfect rationalization for the welter of paper that surrounds me, you need to remember which environment is more beneficial depends on the nature of the creative challenge.
  2. CreativityPrime and inspire. A body of research conducted by John A. Bargh and others has shown that humans are unconsciously influenced by primes in their environment, demonstrating, for example, that objects associated with business and capitalism (a briefcase, fancy fountain pen, a conference table and the like) made participants more competitive. Anecdotally at least, lots of self-help books advocate using certain colors to inspire, calm, and the like. (Confession: I have written about this myself.) One group of researchers specifically explored the link between the color green and creativity.  What’s particularly interesting about this research is the universality of the symbolism associated with green which is growth, life, and fertility, for reasons that are clear. (Wedding dresses, by the way, were traditionally green to convey fecundity.) This particular color begs certain broader questions, such as whether humans are hardwired to respond to green in particular ways. For example, from an evolutionary perspective, a green hillock would be a more propitious place to settle than a rocky outcropping or a desert. The symbolism runs so deep that it’s ingrained in our expressions—“greener pastures” or having a “green thumb”—so it may well be that our responses to the color green are culturally determined.  The researchers first tested the effects of green against white, by having participants look at a green or white rectangle and then perform a creativity task involving uses of a tin can. Those who glimpsed green triumphed. Then they tested green against gray, and this time the rectangle in each color had the word “Ideas” superimposed, and the creative task was to draw objects from a geometric figure. Once again, the “greens” had the creative edge. The third experiment pitted green against red (which other experiments have shown to be aversive to creativity) and gray; again, there was no contest, although red turned out not to inhibit creativity any more than gray. Finally, green was set against gray and blue. (A 2009 experiment by Ravi Mehta and Rui Zhu had shown blue to enhance creative performance when pitted against red.) This experiment found, however, that blue neither facilitated nor undermined creativity any more than gray.  So, should you paint your walls green or surround yourself with greenery? Maybe, but the evidence is clearer for the colors you should avoid if it’s creativity you’re after. One of these is certainly red, as the work of Andrew J. Elliot and others has demonstrated in studies pertaining to achievement. Their hypothesis was that red is associated with danger and failure (as in “a red mark against you” or the red pencil used for grading). It has an evolutionary context too since red is a physical warning signal; someone who is red in the face is angry, for example, and poses a potential threat. A series of experiments confirmed that seeing something red beforehand undermined performance. So while red may work in your favor if you’re courting or in other relational contexts (love, lust, and sexual readiness), it’s not your friend when it comes to creativity.
  3. Shake up your thinking. Using counterfactual thinking—envisioning the desired end you might have obtained but didn’t—and re-routing your steps this time to solve the problem or achieve the task at hand, studies show, works. Call it the “what might have been” technique. But—and it’s a big “but”—it’s not a cure-all for all creative problems as the work of Laura J. Kray and others suggests. Counterfactual thinking has you reconsidering the choices you’ve made before and that may work for creative endeavors that require analytical thinking. But, as the researchers note, it has you thinking “inside the box,” using relational thinking. That may stop you from considering other, “out of the box” alternatives which would generate a truly novel approach, as some creative projects require. Think about it.
  4. Get up and go. Yes, I mean that literally as in get out of that chair or move away from that easel or stove and take a walk. Yes, this gives credence to all those who pace and walk while they think, and those like philosopher Fredrich Nietzche who wrote. “All truly great ideas are conceived by walking.” You can walk outside under blue skies, on a treadmill in an empty room facing a blank wall, or around the mall because it’s the act of walking, not where you walk or the surrounding environment, that matters. Yes, that sounds very counterintuitive but that’s exactly what a Stanford study found—that locomotion cranks up the creative process and, to quote the authors, “improves the generation of novel yet appropriate ideas.” What researchers Marily Oppezzo and Daniel L. Schwartz found in a series of experiments was that walking increased associative memories, which yielded more new ideas and tapped into each person’s unique network of memories; their ideas were fresher and more novel than those who sat during the experiments. The influence of walking, by the way, lasted even when the participants performed tasks sitting down after they walked.  But before you Google walking shoes, keep in mind that walking may not be a panacea for every creative challenge, as Daniel Kahneman reminds us in Thinking, Fast and Slow, even as he allows that his best “slow” thinking and ideas emerged on the long, leisurely walks he took with his long-time collaborator Amos Tversky. Not all kinds of slow thinking thrive when you’re walking, as Dr. Kahneman admits: “My experience is that I can think while strolling but cannot engage in mental work that imposes a heavy load on short-term memory.” The example he gives is that of needing to come up with an “intricate argument under time pressure.” So, in the same way that a messy space won’t always be inspirational. scratch walking when you need to really focus and concentrate and work on mental tasks that require heavy lifting.  That said, move your booty, unless you’re working on a tight argument you’ll be arguing before the Supreme Court or aiming to win the Nobel Prize as Daniel Kahneman did.
  5. Innovation-AdobeStock46203522Stretch your imagination. Many years ago a professional cook gave me this piece of advice: “If you want to be an accomplished cook, set yourself the task of creating a meal out of the ingredients in your fridge.” What she meant was to try to see potential ingredients differently in relationship to each other. That’s exactly what a famous 1945 experiment by Karl Duncker looked at—the ability to see objects in relation as opposed to seeing them as fixed and separate. (It measured what’s called “functional fixedness.”) Participants were given a candle, a book of matches and a box of tacks. The task was to affix the candle to the wall so that wax wouldn’t drip on to the table below. People tried partly melting the candle to use the wax to stick it to the wall; others used the tacks to put the candle up. Neither worked. No, you had to be able to see the box holding the tacks as a potential candleholder, and then you had the solution in hand: tack box to wall, place candle in box, and light. That’s creativity and it’s probably how the stuffed pepper and the deviled egg came to be. Do keep in mind that this kind of re-visioning may require you to scrap whatever you’ve done and start over. That, too, is part of the creative process.
  6. Get feedback. We all love the myth of the solitary creative—the genius inventor in the basement or garage, the writer hunched over the pages, the artist in the garret— but there’s a reason books have acknowledgment pages, award winners in every field thank spouses, friends, and colleagues, and the like. It’s true that enforced collaboration, whether that’s in the 5th grade or in the workplace, has gotten a bad rep but critique is key to many creative endeavors. One study, by Gabrielle Oettingen and others, showed that positive feedback given before a creative challenge enhanced not just the person’s efforts but their creative performance as well. All of us are creative in different ways, and there’s something about the act of creation—whether that’s baking a pie, working with wood, knitting, writing a poem or painting a room in your house a new color—that feeds the mind, the heart, and soul.



Sponsored by the PMI Northeast Ohio Chapter




United States


May 1, 2017





The PMI Northeast Ohio Chapter is sponsoring a US$2,000 scholarship annually. The scholarship is open to all students who meet the criteria outlined below. 

rszstudentsadobestock54155617Application and Notification 

Applications from interested candidates must be received by PMIEF no later than May 1, 2017. Notification to awardees will be sent via email to each applicant in August 2017. Candidates who have not received the award will also be notified via email. Upon award, scholarship funds will be distributed directly to the student. 

Winner Announcement

The winner of the scholarship will participate in an award presentation at a chapter meeting in Fall of 2017. The specific date and time of the chapter meeting will be determined.   


In order to be considered eligible for a scholarship, applicants must be enrolled in or applying to an accredited college or university in an undergraduate program in a related field benefiting from project management, with the following order of priority: 

·         Any undergraduate student who is a chapter member or an immediate family member of a member of the Northeast Ohio Chapter. 

·         Any undergraduate student residing in the Northeast Ohio Area, USA, who is attending or planning to attend an accredited college or university program in the state of Ohio. The Northeast Ohio Area is defined as the following counties: Ashland, Ashtabula, Carroll, Columbiana, Cuyahoga, Erie, Geauga, Holmes, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull, Tuscarawas, and Wayne. 

·         Any undergraduate student residing in the Northeast Ohio Area, USA, who is attending or planning to attend an accredited college or university program anywhere in the USA. 

Visit this link to learn about the scholarship and to apply. 

or visit and search for the scholarship for the Northeast Ohio Chapter.  



Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. if you have any questions. 

Thank you for your support of our local chapter.





Interested in Speaking at a PMINEO Event?

AdobeStock85888733Interested in sharing your expertise with PMINEO members by becoming a featured speaker at an upcoming event?   You should be aware that the speaker selection process is highly competitive and all speaking proposals undergo a rigorous peer review.  This review helps hone the appeal of your presentation to our members.  PMINEO benefits by ensuring that only the best quality presentations are shared with our members.

If you’re interested in being a speaker at one of our meetings, please This email address is being protected from spambots. You need JavaScript enabled to view it. and/or complete the Speaker RFP form, also located in this Events section of our Chapter's website. 


Your Audience

Northeast Ohio PMI professionals come from virtually every major industry including aerospace, automotive, business management, construction, engineering, financial services, information technology, pharmaceuticals, healthcare, and telecommunications.  PMINEO professionals are employed by some of the largest, most highly reputable businesses located in the Northeast Ohio region.

Our chapter’s region encompasses Cleveland and its surrounding suburbs, East to the Pennsylvania border, West to Sandusky, and South through Akron, Canton, and their surrounding suburbs.  With approximately 4 million people, a labor force of over 2 million and a regional gross domestic product of nearly $170 billion, PMINEO’s region ranks as the 15th largest CSA in the United States. 


Why speak at PMINEO? 

  • Demonstrate your expertise.
  • Meaningful networking / Grow your network.
  • Contribute to the success of others within our industry.
  • Brand yourself as a thought leader with our community.
  • Webinar option expands the reach of your audience.


rszlikeadobestock86043633Our Featured Speaker package includes: 

  • Event featured in Chapter Events section of the website.
  • Promotion and advertising in our monthly Chapter Newsletter, in periodic email marketing communications and through the various Chapter social media channels.
  • Opportunity to network with attendees prior to your presentation.
  • Presentation archived for future download by our Members, extending both the life and reach of your presentation beyond the meeting at which you speak.  
  • Post event opportunity to interact with members via PMINEO social media.
  • Invitation to submit an article publication and promotion in Feature NEWS on the PMINEO website.
  • PDUs are awarded by PMI to the speaker.


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