Strategic Advisory Group
(SAG)

Thursday, April 25

7:15 am

Registration

Location

Mezzanine

Speaker

TBDPMI Manitoba Chapter

7:30 am – 8:30 am

Breakfast & Networking

Location

La Verendrye

Speaker

TBD

8:00 am (30 mins)

New Presidents’ Meet & Greet/Q&A

Location

La Verendrye

Speaker

Jim Karthan, R2 Mentor

8:00 am (15 mins)

Welcome and Introduction

  • Purpose & Statement
  • Roll Call – Primary & Secondary
  • Ground Rules
Location

La Verendrye

Speaker

Jim Karthan

8:45 am (60 mins)

Networking: Birds of a Feather

  • President Introductions
  • Your chapter’s biggest challenge and why
  • Your chapter’s biggest recent win
  • One thing your chapter is doing very well
Location

La Verendrye

Speaker

All

9:45 am (15 mins)

General R2 Business/PMI GOC Focus

  • R2 Fund
  • 2020 Spring LIM combined R2 & R3
Location

La Verendrye

Speaker

Jim Karthan

10:00 am (15 mins)
BREAK
Location
Mezzanine
Speaker

TBD

10:15 am (45 min)

General R2 Business/PMI GOC Focus(Continued)

  • Membership (Larissa)
  • Annual Planning (Larissa)
  • Chapter Fundamentals - incorporation, domain, insurance, tax filing, charter, etc. (Toby)
Location
La Verendrye
Speaker
Larissa Moran, PMI Region Partner, Toby Utermohlen, PMI Region Administrator
11:00 am (60 mins)

Round Table Discussion

President key challenges & hot topics
Location
La Verendrye
Speaker
Jim Karthan
12:00 pm (60 mins)
LUNCH
Location
La Verendrye
Speaker

TBD

1:00 pm (60 mins)

R2 Strategic Focus Areas

  • Assign teams
  • Action Plan Development Update
  • Team Working Session
Location
La Verendrye
Speaker
Jim Karthan
2:00 pm (15 mins)
BREAK
Location
Mezzanine
Speaker
Jim Karthan
2:15 pm (30 mins)

Report Out of Action Plans/Updates

Location
La Verendrye
Speaker
Leads
2:45 pm (30 mins)

PMI Educational Foundation

Changes to PMIef's strategic plan

Location
La Verendrye
Speaker
Jonathan Moore-Write, PMIEF R2 Liaison
3:15 pm (45 mins)

Chapter Policies -  working session

(chapter assessment, best practices)

Location
La Verendrye
Speaker
Jim Karthan
4:00 pm – 4:30pm (30 mins)

Wrap Up

  • Identify Saturday breakout session facilitators
  • Review Fall SAG focus
  • 2018 Fall Meeting – Philadelphia, Agenda
  • 2020 Spring Meeting – Combined R2/R3
Location
La Verendrye
Speaker
Jim Karthan
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