February 2019 Print

President's Report

What a year the chapter had in 2018! PMI Metrolina continued to see double digit growth across its 60 counties, a record high attendance for Professional Development Day, another successful military skillfest, and capped off the year by winning PMI’s coveted Chapter of the Year Award. Needless to say, I am happy to report that the chapter is doing very well overall as part of the 2019 State of the Chapter message.

In order to maintain this excellence and drive the chapter towards new heights, the PMI Metrolina Board of Directors took an expanded approach at annual planning for 2019. Previously, the Board would spend 3-4 long days at the end of December / early January to identify how we would move forward in the upcoming year. However, this limits our ability to project where the chapter should be in 24-36 months. Instead, the Board began its planning schedule in October to identify a strategic plan as well as begin reviewing and optimizing its goals to accomplish the plan.

To begin, the Board assessed where we are as a chapter and then looked at our future. This not only included a financial review but also included programs, member benefits and other aspects of running the chapter. With the growth of our chapter, we have made a tremendous number of changes over the last few years and look forward to improving the overall experience for the chapter’s members and guests.

From a financial perspective, PMI recommends that each chapter have a minimum of 18 months working capital in the bank. Recognizing that the chapter exceeds this recommendation, the chapter is pursuing several expansions to its offerings:

  • In 2018, we expanded our Professional Development Day and saw the largest attendance in its history. By both simplifying and enhancing the overall event, the chapter anticipates seeing another great event in 2019.
  • In 2019, we are increasing the chapter’s involvement with Charlotte’s Chamber of Commerce by forming additional partnerships and advocating the project management profession.
  • Chapter scholarship offerings will see an increase to a $3,000 total.
    • $1,000 Chapter Scholarship to pursue education in a project management related course.
    • $1,000 Western Carolina University project management scholarship through the PMI Metrolina’s scholarship fund.
    • $1,000 PMI Leadership Institute Master Class travel expenses for a volunteer selected to participate as 1 of 35 individuals in a year long program.


From a membership perspective, the chapter continues to see numbers which are quite impressive:

  • To begin 2019, the chapter hit 2,825 members which is a 300-member increase
  • Retention also rose from 67.7% to finish 2017 to 76.5% for 2018


From a programs perspective, we will be making enhancements to encourage greater participation:

  • Charlotte Community Meetings will take place at Noah’s Event Venue throughout the year.
    • If you didn’t join us in January, you missed out on 110 possible connections.
  • For all communities, we have expanded our volunteer team to include 3 directors and 2 administrators in addition to the 2 chairs per community.
    • In turn, our team will be able to better focus on the needs of each community to ensure quality speakers and panels occur throughout the year.
    • With the expanded team, we anticipate developing the overall offerings in each area to include events like Skillfest and Professional Development Day for those who cannot make it to the Charlotte area.
  • After much debate, the Board has decided to close its Hickory Community due to meeting participation and location of membership.


For professional development, the chapter is in a very unique place from many other PMI chapters. Approximately 70% of our chapter members are PMP credentialed. While we will continue to offer PMP certification prep course three times per year (February, April and October), we will also be expanding our prep courses for other credentials as well as our certification maintenance offerings:

  • PMI-ACP prep will be become a main offering with 3 21-PDU sessions during the year
  • PgMP prep will be conducted 2 times this year in the Spring and Fall
  • Saturday PDUs will be held 1x per quarter and will remain free for members.
  • Mentorship program will expand to 2 cycles which enhances the in-depth, meaningful experience for both the mentee & mentor.
  • Skillfest will be conducted 4 times this year at our new venue, Noah’s Event Venue, and see an educational portion added to each event.
  • Professional Development Day will again be held in September with a simplified format and higher focus on quality of delivery.


There are other changes that we have made in the last year and will continue to pursue:

  • For anyone who attends Skill Fest, Professional Development Day or Certification Prep courses as a non-member (guest), we will provide a free 1-year Chapter Membership.
  • To continue improving our virtual presence, we have expanded our presence on multiple platforms as well as released a Mobile App.
    • Register for upcoming meetings on the go using the app: http://guidebook.com/g/pmimetrolinaapp/
    • Connect with us for the chance at promotional discounts throughout the year:
      • Twitter: @PMImetrolina
      • Facebook: PMIMetrolina
      • Instagram: PMIMetrolina
      • LinkedIn: PMI-Metrolina


As you can see, we have been very busy trying to serve you and continually provide member benefits that you appreciate and value. We hope that you are happy with the actions of the Board of Directors to provide this level of service. Should you have any suggestions or comments, please do not hesitate to contact us so we can look to putting the idea into action!

Respectfully submitted on behalf of the Board of Directors,

John A. Rush IV, MBA, PMP, PMI-PBA

John Rush

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Highlighting Chapter Members

Volunteer of the Month

Bailie Foss

Have you been to the PMI Metrolina website lately?  Have you noticed the refreshed clean, crisp look that makes it look so nice?  Bailie has been maintaining our website for over 10 years!  Most recently he took the initiative to refresh the PMI Metrolina website.  To get some ideas for best practices, Bailie reviewed quite a few PMI chapter websites to ensure we are getting the best of the best.  It is phenomenal volunteers like Bailie that make Metrolina one of the best PMI Chapters!

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Highlighting Chapter Activities

The Uptown Chapter kicked off the first meeting of 2019 featuring speaker Glenn Miliett's “Fearless Communication Mastery”. Glenn's presentation provided our members with skills to:

  • Capture and maintain their listeners attention.
  • Excite, delight, and ignite your listener to take appropriate and positive action.
  • Quickly discover what is most important to the listener.
  • Convey your message with clear, concise, and complying verbiage
  • Eliminate distracting verbiage such as “a’, “um”, “kinda”, “sorta”, and “it’s like”
  • Speak so that others love to listen and listen so that others love to speak.

There were 103 registrants and 6 sponsors that attended the meeting at our new venue, Noah's Event Center.  The first meeting of 2019 was a huge success! 

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Volunteer Opportunities

If you are interested in volunteering with the Finance Team, please contact [email protected] for more information.

If you are interested in volunteering with the Marketing Team, please contact [email protected] for more information.

  • Sponsorship Volunteer-  Assist the Marketing Team in identifying and recruiting sponsors for Chapter events including Monthly Meetings, Workshops, and Annual Conference (PDD), as well as other activities as needed.
  • Marketing Email Coordinator - Send Email reminders for meetings and events.

If you are interested in volunteering, please contact [email protected] for more information.

  • Membership Outreach -  The position conducts outreach activities to existing members, prospects, and lapsed members via phone and email.

Professional Development:
  If you are interested in volunteering, please contact [email protected] for more information.

  • Mentorship Program Co-Chair - Responsible for the chapter mentoring program, vetting mentorship participants, and overall program improvement.
  • PMP  Chair - Assists in the execution of technical and logisitical support of Metrolina's training program.
  • Oversight Committee Project Manager - Provide oversight, review, and quality assurance for high level reporting structures from project initiation to lessons learned.

If you are interested in volunteering, please contact [email protected] for more information.

  • Ballantyne Community Chair - act as liaison between the community, members and chapter and have primary responsibility for the operation of the assigned community.
  • Fayetteville Community Chair - act as liaison between the community, members and chapter and have primary responsibility for the operation of the assigned community.
  • West Lake Norman Community Chair - act as liaison between the community, members and chapter and have primary responsibility for the operation of the assigned community.

If you are interested in volunteering, please contact [email protected] for more information.

  • Military Liaison - PMI Metrolina liaison to local military groups and installations.
  • Chamber of Commerce Liaison – This role partners with the local Charlotte Chamber of Commerce to both develop and strengthen business relationships amongst other Chamber members.  The goal of course is seen in making Metrolina a “go to” resource or advocate for Project management professionalism, training, and development acumen within the region.
  • PMIEF Liaison - Promotes awareness of PMIEF and provides increased value for Chapter Members.  In addition, the Chapter PMIEF Liaison will provide information to PMI Metrolina members for the purpose of understanding and benefiting from PMIEF programming.

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Third Annual Veteran’s Transition & Skillfest Event
by Rick Sabedra, PMP
PMI Metrolina Military Liaison Director

The Veteran Transition & Skillfest events hosted over the past two years were well attended by all branches of the military, active, guard/reserve, veteran and retired.  In fact, we are bringing the Military Skillfest back again on April 06, 2019 for veterans interested in learning more about project management or about PMI.  Attendees will leave with ammo to further their transition into project management along with gaining a significant number of new networking opportunities. As in the past, we will feature a complimentary continental breakfast and lunch for attendees.

Guest speaker Jay Hicks, veteran and author of "The Transitioning Military Project Manager" book series will be returning. His books help to translate the military experiences into the project management lingo, a valuable resource during transition. Given the tremendous support and favorable responses of our last event, this year’s venue will be held in conjunction with American Legion Post 230 and VFW Post 4542.  

Location: Town of Spring Lake, NC – Recreation Center
245 Ruth Street, Spring Lake, NC
Date: April 06, 2019
Time: 0900 to 1500 hours

On-line registration is expected to be available approx. Feb 15th, 2019 using the following link: https://pmi-metrolina.com/MilitaryOutreach

All attendees must pre-register for the 2019 Veteran’s Transition & Skillfest Event using the above link.  If you have questions, please reach out to PMI Metrolina Military Liaison Director Rick Sabedra at [email protected]. We hope to see you this coming April!

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Administration & Governance

 Military Outreach 

If you are a veteran and have not self-identified in your PMI account, we encourage you to do so.  When you do, you’ll be part of veteran’s email communications that come out to help you know what is going on in the veteran’s community, special opportunities for veterans, and what our Metrolina PMI Chapter is doing to assist veterans in getting connected with and supporting the PM community!

If you are active duty or retired military and interested in supporting this program, reach out to the [email protected]pmi-metrolina.com for more information. 

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Calendar of Events

Asheville Community Meeting
February 16, 2019 (1:00 PM to 3:00 PM) 
Leading from Farm to Factory and Beyond
Location: French Broad Chocolate Factory & Cafe

Ballantyne Community Meeting
February 5, 2019 (6:00 PM to 7:00 PM) 
Project Manager's Success - The PMI Triangle
Location: Bank of America - Sherrill Building

Cabarrus County Community Meeting
February 21, 2019 (6:00 PM to 7:00 PM) 
Cognitive Biases
Location: Captain Steve's Family Seafood Restaurant

Fayetteville Community Meetings
See you soon!

Huntersville Community Meeting
February 25, 2019 (6:00 PM to 7:00 PM) 
FeBREWary Table Discussion
Location: Primal Brewing

Jacksonville Community Meeting
February 25, 2019 (5:30 PM to 6:30 PM) 
Relaunch Jacksonville
Location: TBD - Check PMI Metrolina Website

Mooresville Community Meeting
February 2, 2019 (9:00 AM to 12:00 PM) 
Volunteer Event - Helping Hands @ Habitat ReStore
Location: Habitat for Humanity - ReStore

University Community Meeting
February 13, 2019 (6:30 PM to 7:30 PM) 
Mobile Conquers All: Managing Mobile Projects
Location: Fox and Hound - Northlake

Uptown Charlotte Community Meeting
February 19, 2019 (5:30 PM to 7:30 PM) 
Project Managers are Cybersecurity Practitioners Too!
Location: Noah's Event Venue

West Lake Norman Community Meeting
February 20, 2019 (5:30 PM Networking; Meeting 6:00 PM to 7:00 PM) 
Article Club: How to Get Hired in an Age of AI
Note: Sign-up for all 5 Article Club Meetings in 2019 and get a prize!
Location: The Foundry

Wilmington Community Meeting
February 09, 2019 (12:00 PM to 1:00 PM) 
Community Chapter Meeting
Location: New Hanover County Public Library - NE Branch

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PDU and Educational Opportunities from our Partners

Below you will find links to upcoming PDU and educational opportunities that are offered by our partners. Many of these partners offer discounts to PMI Metrolina Chapter members and participants. Please visit the Educational Opportunities page on the chapter website for discount codes and offers that might apply to the courses listed below.  

Catawba Valley Community College:
To register for any courses, visit www.cvcc.edu or call 828.327.7000 ext. 4294

Coastal Carolina Community College:
To register for any courses, visit www.coastalcarolina.edu or call 910.938.6294.

Central Piedmont Community College:



Use Promo Code "PMI-VIP" for a 40% discount!

Lean Agile Training:

Northeastern University Charlotte

Project Management Training:

Sherpa LLC

Check out http://www.sherpallc.com/ or follow Sherpa llc. on LinkedIn https://www.linkedin.com/company/sherpa/ to learn more about future training and events for PDU credits.

UNC Charlotte:

Wake Forest University:

Western Carolina University:

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Professional Development

PMP-ACP Prep Course

You're ready to take the next step in your career by becoming an Agile Professional. You've put in your hours and earned your experience on the job. But are you ready for the rigor of the PMP-ACP exam?  Join the next PMP-ACP Agile Prep Course beginning February 2nd!  

Project Management Point-Of-View (PM-POV)

The PMI Washington DC chapter has started a podcast called Project Management Point-Of-View containing 12-13 minute interviews with various executives and thought leaders about their "point-of-view" on a wide range of project management topics.

Each podcast is worth .25 PDUs (Category A) and can be found in one of the following ways:

Want to be certified?

If you are interested in attending a prep course, please contact [email protected] or visit our Certification Training page.

Virtual PMP Offering

We are currently exploring offering our PMP class virtually to those located too far from Charlotte to participate locally. If you would be interested in taking the class using this option, please contact [email protected].

Chapter Mentoring Program

"Have you ever said to yourself, I wish someone had told me that when I started?"

Here's your opportunity!!

Become a Mentor for the Metrolina Chapter Mentorship Program and you will have the unique experience to:
  • Recieve PDUs
  • Participate in the development of your mentee's career
  • Develop Leadership Skills
  • Share lessons learned 
  • Be a part of an exciting team
  • Build your network

You don't need all the time in the world or all the answers . . . . just the will to lend a helping hand!

If you are interested, please email [email protected]


The mentoring program for PMI-Metrolina provides an expert opinion concerning projects for working professionals, provides guidance for getting involved with PMI or PMI-Metrolina, and offers advice concerning marketable skills for project management domains. The mentor/mentee relationship will be a three to six month engagement requiring between ten and twenty hours per month from both volunteers. The engagement will be a one-to-one match and will follow specific guidelines to completion to meet the needs of the mentee. 

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New Chapter Members

Nikita Allen, PMP Christopher Kolkhorst
Jordanna Arroyo Stephanie Lebastard-Manite
Sneha Bandekar, PMP Rena Lewis
Ronald Bengivenga Nicole Lisenby, PMP
Arthur Bisbee Ethan Mahoney
Anthony Brock, PMP Cynthia Marrero, PMP
Anthony Bryant Hunter Martin
Lea Carter Carlos Mcdonald
Doss Comer Jennifer Meadows, PMP
Charles Cotton Jeanen Melvin
Michelle De Beus Latisha Miles, CAPM
Juan Jose De Torres Eric Minacci
Paul Duncan, PMP Matthew Misener
Geoffrey England England John Morgan, PMP
Michael Fulgenzi, PMP Vanessa Osorio
Kelly Goforth John Petrous, PMP
Laydrillia Grant, PMP Steven Porter
Bryan Guess Jennifer Saas
Gary Hamilton, PgMP Bryan Sanders
Gerard Hart Louisa Schaefer, PMP
Chris Hedrick, PMP Jeannine Sills
Jennifer Hoffman George Simon
Chad Holzshu Ralph Smith
Holly Hoover, PMP Tonya Smyth
Lemeh Horace Brian Spurlock
Chris Hudson Nasia Stalutti
Erica Hunter, PMP Brian Tessier
Mina Issa Jane Volo, PMP
Whitney Izzard Scott Westmoreland
Hunter Jackson Angela Wortham
Annette Johnson Kirby Yates
Acicelean Jones Monica Zimmerman, PMP
Suseel Kumar Kammara, PMP  

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New Certifications for Chapter Members

Margarete Alves, PMP Suzanne Meeker, PMP
Jamie Dalrymple, PMP Olanike Odili, CAPM
Angela Di Cocco, PMI-ACP Kerwin Scott, Jr., PMI-ACP
Paul Duncan, PMP Sarath Babu Sundara Rajan, PMP
Jason Gallimore, PMP Venkata Vedam, CAPM
Tracy Libertino, PMP Danny Watson, PMP
Brett Mccombs, PMP Alana Weaver, PMP
Dawn Mcconoughey, PMP Ralph Whitley, CAPM

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