PM Insights: Foster City - Centralized Intake: Taming the Fire Hose

 

PM Insights Foster City - 

Centralized Intake: Taming the Fire Hose

 

When:   Tue, July 30, 2019  6:30pm-8:00pm (door open at 6:00pm)
Where:  Foster City Community Center - Sail Room  1000 E Hillsdale Boulevard Foster City CA 94404
  
 
 Last Date for On-line Registration is Sun, July 28, 2019
 
 
Description:  

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.

 

Takeaways:

-       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

 

Register today!

 

About the Instructor:

 

SharonKwok

 

 

 

 

 

 

 

 

Sharon Kwok

 

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

Contact Meeting Leader 

PDU Info:     1.5 - Category A (Strategic and business management)

PDU claiming instructions  

Program Agenda:

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

  

Online Registration

PMI Silicon Valley Members: $10

Non-Members: $20

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)

At-the-Door Registration

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

Non-Members: $30

(Only Check or Cash accepted; make checks payable to "PMI Silicon Valley")

Cancellation Policy

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.

Click here for refund Request

 

Event Properties

Event Date 07-30-2019
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)