2017 Annual Conference Strategy Track

Strategic and Business Management is the ability to connect the dots between your work and larger organizational strategy to drive project outcomes. This track focuses on the knowledge of and expertise in the industry or organization that enhances performance and better delivers business outcomes.

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Shawn Daley

daley shawnShawn Daley is the Executive Vice President for Business Development and Innovation at Concordia, and his role is to seek new partnerships and opportunities for university expansion while also directing the marketing, enrollment, and online operations.

As an academic, Shawn is an associate professor of educational technology in Concordia’s College of Education, and researches the affordances of virtual reality, robotic presence, and social networking sites. His work in this space earned him a “Distinguished Educator” award from Apple. He lives in Portland with his wife and three children.

Kathy Milhauser

milhauser kathyKathy Milhauser has over 10 years' teaching experience, most recently as a Professor of Management at Concordia University in Portland, Oregon.

Before pursuing an academic career, Kathy worked for 20 years at Nike, where she contributed to global expansion in the areas of IT and HR, including leading a variety of technology and process improvement initiatives.

Kathy's interests include project management, distributed/virtual team challenges and best practices, and organizational culture and change. She has published and presented papers on these topics, including at two PMI Global Congress events in recent years.

Robotic Telepresence - Coming to a Meeting Near You!

with Shawn Daley and Kathy Milhauser

Stressed out by too many meetings? Pressured to be in two places at once? Marginalized by web conferences? What if a robot could attend a meeting on your behalf, teleporting your image, voice, and ears into the actual room where the meeting is being held?

Robotic telepresence technology is an emerging trend that is coming to a meeting near you, soon. Join us to experience it in this interactive workshop and discuss the many possibilities for its use.


  • Review and acknowledge virtual meeting technologies challenges
  • Introduction to robotic telepresence case studies
  • Understand basic robotic telepresence device operations
  • Experience a robotic telepresence device demonstration
  • Brainstorm potential applications and opportunities for robotic telepresence devices in your project environment

Terry Schmidt, PMP

schmidt terryTerry Schmidt, PMP, has earned an international reputation as a management consultant, strategic thinker, and project management expert, with over 30 years experience assisting corporations, governments, and research institutions in 42 countries worldwide.

His work focuses on turning complex strategies into executable projects. He popularized the Logical Framework Approach, a flexible system that permits rapid design of complex projects using principles drawn from strategic planning, project management, and the scientific method. He wrote Strategic Project Management Made Simple: (Wiley), listed among the top 8 project management books on the market. (Bit.ly/Terry-170) The founder of ManagementPro.com, his clients include Apple, eBay, Symantec, Boeing, Northrop Grumman, Sony, Lawrence Livermore National Laboratory, and the US Department of Energy.

In addition to consulting, he teaches content-rich and entertaining executive programs at UCLA and MIT. He holds a BS in aerospace engineering from the University of Washington and an MBA from Harvard.

Bullet-Proof Project Design

This interactive session introduces a rigorous but flexible framework to sharpen complex strategies and fuzzy goals and turn them into executable projects rapidly and effectively. The Logical Framework Approach (LFA) is a practical planning and execution system which elegantly integrates powerful concepts from systems thinking, strategic planning, project management, risk analysis, and the scientific method. Initially created for USAID and the World Bank, Schmidt modified the approach to serve PMs in his book Strategic Project Management Made Simple

Participants will learn a fresh approach to design, execute, and evaluate projects in R&D, change management, process improvement, systems development, technology, talent development, and other arenas. It adds special value at the “fuzzy front end” of projects involving intangibles, information, and change. Proven in organizations of all types and sizes, this approach provides a common language and process that bridges the gap between strategy formulation and project execution.

Presentation Outcomes:

  • How to apply the four critical strategic questions to align projects with a big-picture strategy.
  • How to eliminate potential problems in advance by uncovering hidden assumptions that otherwise derail projects.
  • How to plan projects in ways that permits evaluation of impact after the project is complete.

Greg Spehar

spehar gregGreg Spehar is the Senior Project Manager at CorSource Technology Group Inc. with 20+ years of extensive experience leading diverse projects in a broad range of industries. Over the years, he has led projects in industries such as insurance, government, healthcare, non-profits, and corporate information technology security. Spehar has developed expertise in the international use of offshore development resources for ISVs (independent software vendor) to achieve critical strategic advantages.

Strategic Consequences of a Balanced Corporate Resource Pool

Attendees will learn the importance for ISVs (Independent Software Vendors) to balance their development resources with productivity, quality, and cost as the core approach.

Presentation Outcomes:

  • Productivity Achievement through an Agile/Strategic Approach
  • Quality Achievement through a Quality/Validation Approach
  • Cost Achievement through a Mix of On-Shore/Off-Shore Cost Approach
  • Pulling all of these approaches together as a Project Manager

Skip Weisman

weisman skipSkip Weisman transformed his 20-year Major League Baseball business executive experience into a dynamic speaking career. As a young professional baseball executive, Skip made every leadership and workplace communication mistake in the book. Those hard learned on-the-job small business leadership and workplace communication lessons have become the foundation of Skip’s signature talk topics.

As a Communication and Collaboration Expert, Skip has worked with small business owners and non-profit organization leaders, and their employees, providing practical tools that transform workplace communications, creating more positive, productive, and profitable organizations.

The 3 Keys to Leading Exceptionally Successful Change in Any Environment

Despite the fact that change is a constant in the world human beings continue to struggle when presented with change causing project managers to struggle with managing and leading projects where change in constant and inherent in the environment.

This session explores three most important and most overlooked strategies for leading people through any level, size, or scope of change.  Session attendees will gain an understanding of how human beings typically respond to change, why this response occurs and is so prevalent, plus will learn specific techniques for communicating to motivate their team members through challenges of change.

Presentation Outcomes:

  • The only way to respond to project team members and other stakeholders who resist change initiatives when presented with them.
  • The 3 different types of change project leaders will have to help their team members navigate.
  • The 1 question all human beings ask themselves when presented with any type of change that project leaders must be ready, willing, and able to answer
  • The 3 stories project managers must learn to communicate to motivate their people through a positive change experience.
  • The only 3 options for addressing any change initiative


Speaker information by track

Keynote  |  Strategy  |  Leadership  |  Technical  |  Agile  |  Business Analysis


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We wish to thank each of the Chapter sponsors for their continued support of the organization and their recognition of the importance of project management in the Portland area. To learn how your organization can become a Chapter sponsor, please visit Become a Sponsor

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