Virtual Symposium Workshops

Out-of-the-box tools like Steady or ClickUp AI show what’s possible and can save thousands of hours. But for most teams, those solutions are out of reach or incomplete. The real path forward is layering lightweight agents into the tools you already use.

In this workshop, we’ll build one live: an Alignment Agent that gathers updates, checks them against the plan, and produces a risk-aware weekly digest. You’ll leave knowing how to bootstrap your own agent flows, cut meeting overhead, and reclaim time for real leadership.

• Spot where coordination breaks down and why.
• Understand when to adopt out-of-the-box platforms vs. layering your own agents.
• Learn a simple workflow for building an agent with Zapier + LLM APIs.
• Walk away with prompts, recipes, and a repeatable pattern to scale.

1. The Coordination Crisis – Why 25% of time is wasted.
2. Tools vs. Agents – What’s possible, what’s practical.
3. Live Demo – Build an Alignment Agent (Slack ? plan ? digest + risks).
4. Scaling the Pattern – Other agent types and orchestration.
5. Wrap-Up – Prompts, templates, and next steps.

• Build project documentation using AI that aligns with PMBoK standards while reducing manual effort
• Implement dynamic project tracking systems that adapt to scope changes and resource constraints
• Develop risk management approaches that combine AI analysis with practical mitigation strategies
• Create communication workflows that maintain alignment during project turbulence
• Apply an integrated AI-powered methodology for managing project complexity from initiation through closure

• Introduction to the fictional project scenario
• Interactive Learning:
  • Using Perplexity and Claude for a strategic project setup
  • ClickUp implementation for dynamic tracking
  • Confluence for stakeholder alignment
  • Gamma for executive communication
• Integration & Workflow (10 min)
• Connecting the tools into a cohesive system
• Real-world application strategies
• Q&A and Takeaways
• Leave Behind: Toolkit summary and prompts

• Say Goodbye – Release old mindsets across each ladder rung
• Understand – Deep dive into self, role expectations, market realities
• Reframe – Transform limiting beliefs into energizing narratives
• Follow-through – Build 30-60-90-day action plans for your ladder move

• Ladder Describe how to map your current or desired transition onto the five ladder positions and leverage that metaphor as a compass for decision-making.
• S.U.R.F. Walk through each stage of Say Goodbye, Understand, Reframe, and Follow-through, and practice the mental shifts that turn uncertainty into momentum.
• Strategies Outline concrete tactics for navigating job searches, securing promotions, gracefully downshifting, pivoting industries, and designing intentional pauses or retirements.
• Branding Share techniques for sharpening your elevator pitch, showcasing transferable skills, and building authentic connections in live and virtual settings.
• Plan Guide the creation of a detailed 30-60-90-day action plan alongside a visual vision board to ensure sustained progress and creativity beyond the session.

1. Adapt communication styles to connect effectively with different team members and stakeholders.
2. Build stronger project teams by leveraging diverse personality types.
3. Identify personal strengths and blind spots to maximize leadership and collaboration.
4. Navigate conflict and personality clashes with effective strategies.
5. Boost project outcomes by aligning personality strengths with project goals.

1. Setting the Stage by understanding “Why Personality Matters in Project Management.”
2. Discovering Your Personality Style.
3. Power of Communication and Connection.
4. Managing Conflict and Driving Collaboration.
5. Applying your Personality to Real Projects.

In this 3-hour workshop, participants will explore each of these five components that make up the dashboard of effective project management. Through interactive activities, discussions, and polls, we will learn together how to implement and monitor these five areas across all our projects. The first three—“Complexity, Criticality, and Compliance”—concern the work itself and how it is carried out. The last two—“Culture and Compassion”— focus on improving the team, the organization, and the daily operations of each project.

Resilience: Master the Art of Bouncing Forward, Not Just Back

Intentionality: Lead with Precision, Purpose, and Power

Navigate: Develop the Agility to Lead Through Uncertainty

Discipline: The Hidden Force Behind Extraordinary Success

• Key Learning Point: A Growth mindset fuels PM leadership excellence.

Resilience: Master the Art of Bouncing Forward, Not Just Back

• Key Learning Point: Resilience is about adapting and advancing, not just recovering.

Intentionality: Lead with Precision, Purpose, and Power

• Key Learning Point: Intentional leaders make purposeful decisions.

Navigate: Develop the Agility to Lead Through Uncertainty

• Key Learning Point: The best leaders are adaptable and agile.

Discipline: The Hidden Force Behind Extraordinary Success

• Key Learning Point: Consistency and discipline separate good leaders from great ones.

Bringing It All Together: The G.R.I.N.D. Leadership Mindset