PMI Atlanta Chapter - Forums Summaries

Creating a Leader: An American Story: May 2025 Chapter Meeting Summary

By Mike Ososki, PMP

ATIt’s a gigantic topic, pervasive and powerful throughout the millenia: leadership. So Dr. Abhay Trivedi and CEO Andrew Russell wrote a book about it, sourcing from the specific perspective that leadership is to bring out the best in others. And to achieve this, you must be selfless, have integrity, and maybe most important of all, “raise your inner self.”

Most organizations want to do well, to serve stakeholders, be lean, innovative, and efficient. To serve community, create smart products and services, and deliver value for customers. To be high quality, serve employees well, and of course, be successful.

But the reality for many organizations is not so pretty: too many changes in top management, rigid corporate policies, short-term perspective, and money focus vs. human value all contribute instead to commoditization and mediocrity.

article-2Leaders are responsible for vision, strategy, change management, talent acquisition, perception, integrity, and principles—so much! In Dr. Trivedi’s opinion, “leaders need to create a culture of complete transparency.” This includes openness, with everyone feeling free to share and collaborate, discuss any ideas with peers and supervisors, openly offer construction criticism. And no criticizing behind people’s backs.

Abhay is all about innovation and fresh thinking, always encouraging positive disruptors and discouraging groupthink. He asserts that good solutions can come from anywhere/anyone, and that “smart” people are not always right. Leaders should strive to build a culture of innovation, which does not necessarily require lots of money or resources. And of course, risk is part of achieving success. 

Being challenged can help leaders lead well. Nick Saban says, “Mediocre people don’t like high achievers, and high achievers don’t like mediocre people.” To excel, we must be challenged: set goals, get mentored, understand long-term risk/reward, have discipline and focus, and learn from experience and failures. 

Change management is essential. To change from current to needed states, proactive leaders know how to morph individual and organizational resistance into buy-in. They’re familiar with the Kubler-Ross model of stages, moving from denial, anger, and resistance to exploration and negotiation, and finally to acceptance and commitment. 

article-3The power of human vision is especially apparant in technical realms. Science fiction becomes more real every day. Transformational leadership makes this happen, the kind that challenges status quo to dream the formerly impossible. Another type is servant leadership, where top management prioritizes employee needs. Finally, there is the traditional transactional type of leadership, ensuring equal give and take fo expectations and effort.

Want to do all or some of this? Back to “raise your inner self.” Analyze your knowledge, beliefs, experience, values, and surroundings. Strive to convert barriers and obstacles into opportunities and achievements. Focus on value. Live in the present. Be relevant and empower your resources.

One Exceptional PM Life Story (So Far): April Virtual Chapter Meeting Summary

By Mike Ososki, PMP

“This wasn’t in the PMBOK,” is what Teresa Durham said. And it shouldn’t be, because the perspective of her presentation was the much bigger picture, encompassing more of the whole person package and her personal journey.

MOuntainsEarly on, Teresa decided that she wanted in to project management, and specifically PMI Atlanta. Part of her method was to be a super-volunteer, offering help pretty much anywhere and everywhere. Naturally, this endeared her to many, and soon she was on the high road, elevating into more and more responsibilities to drive success for PMI Atlanta.

All of that was on top of her full-time jobs, year after year, with plenty of big name companies. With her hyper-can-do attitude, it eventually began catching up with her emotional/spiritual side, to the point of overwhelm. So in October 2021, Teresa pulled the plug. She resigned and left the country, embarking on an adventurous sabbitical, traveling in Europe, North Africa, and the Caucasus, for cultural immersion and creative exploration.

Returning a year later, Teresa has been reinventing herself as a self-employed entrepreneurial “Fractional Director of Transformation” for Teresa Durham LLC.

And what wisdom can she share now? Always the Project Manager, Teresa goes for Lessons Learned:

Chapter One

  • Start where you are
  • Look for opportunities
  • Get in the room
  • Learn the language
  • Don’t be afraid to follow people around (nicely)
  • Don’t underestimate what you already know. You’re more ready than you think.
  • A PMP doesn’t make you a great PM, but it shows you’re serious about the craft.
  • Sometimes, it’s the credential that gets you in the door—or gives you that edge over the competition.
  •  And never judge a mentor by their cover.

Chapter Two

  • Don’t underestimate what you already know. You’re more ready than you think.
  • A PMP doesn’t make you a great PM, but it shows you’re serious about the craft.
  • Sometimes, it’s the credential that gets you in the door—or gives you that edge over the competition.
  • And never judge a mentor by their cover.

Chapter Three

  • Project Management is a ‘good’ job.
  • Adaptability is key and that is powerful in a world of constant change.
  • Don’t let layoffs shake your confidence - they're about business, not your worth.
  • Versatility = Value.

Chapter Four

  • Burnout is real. And it’s not weakness—it’s your body/soul asking for change.
  • You are not your job. You are more than a PM.
  • Prioritize your health, your joy, your peace.
  • You can always rebuild—but only if you’re still here.
  • The most important project you’ll ever manage… is yourself.

Chapter Five

  • You’re never too old to pivot.
  • Reinvention is a project worth managing.
  • Your next move is up to you.
  • You can define—and redefine—success.
  • Flexibility, freedom, and fulfillment are valid goals.
  • Don’t wait for permission to choose you.

Chapter Six

  • Project management is evolving—but it’s not going anywhere.
  • AI can support you, but it can’t replace you.
  • Emotional intelligence, adaptability, and leadership will always be in demand.
  • Learn to use AI as a tool to get stuff done effectively and strengthen your human skills.

TeresaAnd finally, here are Teresa’s Take Aways:

  • There’s no one right way to become a PM. Start where you are. Say yes to opportunity. Don’t wait until you feel ready. You’re probably already doing more than you realize.
  • Generalist or specialist – both are valuable. But adaptability is true gold. Business is business. Know your worth and demonstrate your value.
  • Burnout isn’t failure—it’s a sign. Listen to it. Pivot if you need to. But don’t wait to make yourself the priority.
  • You’re never too old to recreate yourself. Never too experienced to learn something new. Don’t let AI scare you into paralysis. Learn it and use it to enhance your human-ness.
  • Project Management - It’s still relevant, still powerful, and yours to shape.

"Streamline Workflows with Intelligent Automation": Special Interest Joint Dinner Meeting Summary

By LeDerrick Bouknight

How can Artificial Intelligence be used to automate workflows by using Intelligent Automation

After a brief opening and introduction, the presenter, Oliver Yarbrough, began his discussion of Intelligent Automation. He described it as a "close cousin to artificial intelligence" and makes use of technology to complete repetitive processes in industry. He continued his presentation to discuss the three major components of Intelligent Automation: Artificial Intelligence (analyzes data to make predictions), Business Process Management (optimizes workflows), and Robotic Process Automation (automates manual tasks). Next, Yarbrough discussed how to select which workflows to automate. The main characteristics of these selected workflows are those that are well-defined and can be easily repeated. These workflows are simple/straightforward, have little process waste, but time consuming. At a high level, he reviewed a five step process to Integrate and Automate Project workflows. Once this five step process is followed, one is well on their way to realizing the benefits of Intelligent Automation! Overall, this was an informative meeting providing tools for improved processes utilizing the latest technological developments.

April-16-OliverTakeaways: Integrate & Automate Project Workflows

  • Step 1: Optimize project workflow in four primary areas (Rules, Resources, Responsibilities, and Redundancies)
  • Step 2: Take inventory of the tools and systems needed
  • Step 3: Integrate optimized project workflows into your systems
  • Step 4: Use pre-built workflow templates & pre-trained models
  • Step 5: Test your automated workflow

Next Event

Join us at the next PMI Atlanta Chapter meeting on May 12, 2025.

Keynote Presentation: "Creating a Leader: An American Story" presented by Dr. Abhay V Trivedi.

Register at www.pmiatlanta.org/events/event-calendar

"Row Your Workflow Boat with Intelligent Automation": April Special Interest Forums Joint Dinner Meeting Summary

by Mike Ososki, PMP

Icons.jpegWe started with 4-5 people letting others know of Project Manager openings at their workplaces—a great beginning for gainful employment! Next, we looked at 9 PMI logo components to guess their meanings. Check ‘em out—lots of great PM practice, work and life concepts!

Finally, we reviewed the 9 PMI Atlanta Special Interest groups, volunteer opportunities, and upcoming events.

Then, Mr. Oliver Yarbrough came on, being introduced as, “If AI and project management had a baby, Oliver would be their firstborn.” As a long-time trainer, speaker, and author focused on project management and growth strategies to raise competitiveness, he is well-credentialed academically and professionally.

Mr. Yarbrough’s theme title was, “Streamline Workflows with Intelligent Automation (IA),” to which AI is a close cousin. IA uses cognitive “thinking” technologies to streamline processes that are prone to errors, and includes 3 major components: AI to analyze and predict, business process management to optimize workflows, and robotic process to automate manual tasks.

As we proceed with IA and AI tools, Oliver asserts to always put in more time to optimize at the front end, to avoid replicating bad elements and processes. And to prevent complexity overwhelm, it’s always good to break down the big idea into small manageable tasks, carefully doing them one at a time, building to make the idea big again.

What is a workflow? Here, it’s a sequence of tasks that occur in a predetermined order. Oliver recommends to first define the tasks, then the resources and tools needed to complete them. Look for workflows that are simple, yet time-consuming, have well-defined processes that can easily be repeated, plus where and how automation can help improve productivity. Maybe create a diagram to help visualize the sequential steps.

AI.jpegYou can optimize project workflows in 4 primary areas:

  1. Rules : pre-defined instructions set by you or your team.
  2. Resources : humans & machines that perform, support, or influence work.
  3. Responsibilities : roles assigned to resources and who’s accountable.
  4. Redundancies : tasks being done more times than necessary.

The specific digital tools are super-important early decisions. Do the deep research and choose the best ones for you and your team. For example,

  1. Digital HUB (Microsoft 365 & Google Workspace)
  2. Collaboration software (Slack & Microsoft Teams)
  3. Project management software (Microsoft Project & Jira)
  4. Workflow automation software (Make.com & Power Automate)
  5. Dashboard & business analytics software (Power BI & Tableau)

Then integrate optimized project workflows into your systems. Use pre-built workflow templates and pre-trained models. And before cutting your automation fully loose, always thoroughly test it. After proving it’s working well, capture and retain documentation to curate a workflow automation library. Keep an eye out for trends, and adjust accordingly.

Some common work areas where your organization may benefit applying these tools include employee expense reports, work change requests, and work status updates.

And what about AI? Oliver uses generative AI a lot. He likes to start by feeding info into it. Then, as an iterative process, he goes back and forth between prompt and refine. Finally, when he’s generally happy with the near end result, he personalizes to get the final product. He says that AI is and will continue to replace people’s jobs, particularly those that are repetitive. To keep your job, you must be creative and proactive to reimagine your work to include AI collaboration as an integral part of it. So be creative using AI as a coach to help and prompt you. As a one-of-a-kind, you are irreplaceable.

Ch-Ch-Changes in Government: March Chapter Meeting

by Mike Ososki, PMP

Another delicious PMI dinner at Maggiano’s. While most of us indulged in a nice variety of Italian culinary delights, we networked by telling everyone two truths and one lie. The trick was to pick out the lie—not easy! Then came announcements—see them all on our Event Calendar.

Srinivas Jalla, P.E., PMP then shared from his 25+ years of high level private and public business leadership experience. He spoke to us about “Tailoring PM Skills to Maximize Public Sector Effectiveness,” especially in the areas of change management. He asserts that, as a Project Manager, “You are a Change Agent,” and helped us see how to create the conditions required for the desired change and develop the metrics to monitor it.

As a springboard, Srinivas used a Gwinnett County public sector case study: OPA : Operational and Performance Assessment. This is an objective and comprehensive assessment to ensure future sustainability. It addressed the current state, and the enablement of positive change operational excellence to maximize efficiency and effectiveness. 

Phase 1 was an assessment completed in December 2022. It included review of existing processes and policies in (14) County departments, 100s of interviews. 1000+ survey responses, plus job shadows and field verification. These resulted in 500+ recommendations and a 1,300-page report. Interestingly, 61% of those involved were staff/non-supervisory personnel whose contributions and observations resulted in 41% of the recommendations.

Phase 2 was implementation—”to break the mold.” Diverse cross-functional teams of County employees led the charge, with no department leaders involved. The expectation was to provide regular updates and address every observation and recommendation.

Voila! – we have a project: scope, authority/charter, approach, team, roles & responsibilities, schedule and risks. The operating environment included the organization, OPA teams, and front-line employees. Some elements were financial (do more with less), institutional resistance, no external help or model to follow, more responsibility with no change in workload, and long-term engagement with no tangible incentive. It was especially challenging for the front-line, who had no incentive to change, with limited trust in government and prioritizing job stability for themselves.

So the game plan was to have a consistent approach with one voice, to be decentralized and employee-driven, and again, achieve operational excellence. Perhaps the toughest nut to crack was culture change.

Good news! It mostly worked, with over 30% of recommendations being addressed. The OPA teams earned trust from the frontline employees. They felt heard, with a sense of belonging, and brought up new issues and ideas. The OPA teams worked hard to sustain energy and passion, knowing that success feeds passion, which is contagious.

Dissatisfaction leads to desire for change—the primary fuel. It makes a compelling case and often requires encouragement from leadership. The vision must be clear and succinct, aligning with values and beliefs. The first steps must be practical, clear and easy, emphasizing to retain motivation and celebrate progress. All of these must then add up to be greater than the resistance to change. Gwinnett’s approach was People FIRST and take time to build trust. 

Finally, monitor the metrics. Focus on leading metrics that are measurable, influenceable, and predictive. Focus on behavior such as autonomy, engagement and exploration. Reach acceptance and support objective solutions. Guide everyone through the Kübler-Ross change curve: