Discussion about why building and implementing a centralized intake process is critical to enabling an organization’s strategy. We’ll talk about the planning aspects but also discuss the change management perspective as well. We’ll present the centralized intake process that we built for a previous organization and highlight how it evolved as we implemented and grew as an organization.
We will leverage a use case to walk through the evolution of building and implementing a centralized intake process. Through the walk thru we will cover the considerations that drove the design of the process and how we improved the process continuously as we cycled through quarter after quarter.
We will then cover the benefits of introducing an intake process and how to successfully implement and integrate into your organization.
- Basic structure for a centralized intake process
- Benefits of implementing a centralized intake process
- How to interweave strategic planning with an intake process
- How to approach implementation from the change management perspective
About the Instructor:
Sharon Kwok is a Principal within Forshay’s Strategic Planning and Delivery practice. She has 20+ years of experience with building teams and organizations, driving strategic alignment, and building highly effective program management offices. She’s partnered with leaders in organizations that span retail, financial services, entertainment and technology. Sharon has a MS in Software Engineering from San Jose State and a BS in Electrical Engineering Computer Science from UC Berkeley.
Meeting Leader: Eugene Chen
PDU Info: 1.5 - Category A (Strategic and business management)
6:00 PM - Sign In and Networking
6:30-7:45 PM - Featured Speaker
7:45-8:00 PM: Q&A and Raffle
8:00 PM - Meeting Adjourn
Food: Complimentary snacks and non-alcoholic beverages
PMI Silicon Valley Members: $10
Full-time Student: $5 (online only; contact Meeting Leader for the discount code. Please bring Student ID card to the event)
Veterans: Free (online only; contact Meeting Leader for the discount code. Please bring appropriate ID card to the event)
A limited number of registrations can be accepted at the door on a first-come, first-served basis. Once this limit has been reached, the event will be closed to additional attendees.
PMI Silicon Valley Members: $20
(Only Check or Cash accepted; make checks payable to "PMI Silicon Valley")
This event is a professional society meeting, held for the benefit of its members. The Plan Ahead registration fee paid is based on the registrant's ability to commit to attendance, ahead of time. The Plan Ahead registration fee will not be refunded for any reason, other than event cancellation, after normal business hours (5:00 PM, Pacific) on the registration deadline day. The PMI - Silicon Valley Chapter reserves the right to make last minute changes to program content and speakers, as circumstances dictate.
|Event End Date||07-30-2019|
|Registration Start Date||05-16-2019|
|Cut off date||07-28-2019|
|Individual Price||$20.00 (Login for Member discount)|