Newsletter: December Edition Print

Across the Board

Depending upon your industry, at this time of year you’re starting to slow down, preparing for holiday parties and spend time-off from work with friends and family… Ah, relaxing! - Or you’ve entered your stressful “peak” period – the season during which demand for goods or services is at its highest (i.e. Retailers, Logistics/Shipping & Delivery firms). -- Did you plan for enough resources and/or time? 

In either case, you will be engaging in project management on a personal level, executing your holiday plans, or organizational level, executing plans to meet client and customer requests.  Overall, PM concepts can be applied to just about anything in everyday life and new and seasoned project managers can learn from each other to improve and advance the profession of project management.

This past October, several members of the PMI-SFBAC Operations team and Board of Directors attended the 2017 PMI Leadership Institute Meeting (LIM) in Chicago, Illinois.  This conference was a great opportunity for PMI members and leadership from across the globe to collaborate, learn, and exchange ideas.  There were several key take-aways, but one in particular really struck a chord.  It was the level of feedback the PMI San Francisco Bay Area Chapter may be receiving from not only our community of 2,500+ members, but from our Executive Level community (i.e. Directors, VP’s, COO’s, CEO’s). 

How can the local chapter improve upon supporting and addressing the needs of not only our new and long-standing members, but bay area corporations that employ project managers that may or may not have an established PMO (Project Management Office)? Overall, the project managers reporting to these corporations utilize references and tools from the PMBOK Guide (Project Management Body of Knowledge) to achieve strategic organizational objectives.  And because PMO’s and organizations vary in structure and the use of tools, every organization will utilize what they believe is needed to meet corporate objectives or to stay competitive. 

I encourage our members to take part in reminding their organizations they are members of the local PMI-SFBAC chapter and “what we do” and can offer.  The PMI-SFBAC chapter is a resource your organization’s Executive level management can take advantage of to discuss project management needs, areas of improvement and concerns (pain-points). 

Even with the vast experience and industry knowledge our local leaders possess, I needed a reminder that we are part of a global organization and community of project, program and portfolio professionals. The PMI LIM was that reminder for me. Together, we can exchange ideas and work to improve our profession, organization, and community of businesses utilizing projects and programs to plan that perfect holiday party and execute on delivering that perfect holiday gift to your home. 

 Lance Griffin is Director at Large for PMI-SFBAC.

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Board Elections Coming Up!

Would you like to develop your leadership skills, learn more about a facet of business, and help drive the direction of the local chapter?

We invite all members to consider nominating yourself or another member for the PMI - San Francisco Bay Area Chapter 2018-2019 Board of Directors. These positions involve 15 to 30 hours or more per month as a volunteer leader. The Chapter is a non-profit corporation and as such you will be responsible and accountable for the governance of a corporation.

What Does an “Ideal” Board Candidate Look Like? Do I Fit?

This is a position involving serving on the board of directors of the non-profit San Francisco Bay Area Chapter of PMI.  Whose purpose is to govern, oversee policy and assist with the leadership and promotion of the organization’s mission and values.
- Determining strategic direction, the development and refinement of chapter policies, monitor compliance with policies, and plan and approve budget of the Chapter are among the director-at-large key duties.
- A director-at-large, like any other board member, has a responsibility to act in accordance with the Chapter bylaws and the governing policies of the board. 

Candidates can find our governance documents and our chapter by-laws on the Governance Documents section of the PMI-SFBAC website. Candidates should be prepared to discuss these during a conversation with the Nominating Committee.

Also note that PMI SFBAC uses the Carver Model of Policy Governance, it would be helpful for any Candidates to at least have cursory knowledge of how this model works.

Further requirements:

  • Must be a PMI-SFBAC member in good standing
  • May not hold a leadership position in another PMI chapter
  • Must commit to monthly board meetings and additional work as required. 


Election Information:

An election for the Board of Directors will take place after the Nomination Period has been open for 15 days.This year's election will be for the Director-at-Large positions and Officers, starting April 1, 2018.

Interested in helping the nominating committee

If you are interested in being considered to serve on Nominating Committee for these board positions, or if you would like to nominate someone else, please contact the VP of Volunteers or Tyrone Navarro.

Please be on the look out for a formal announcement in Mid-December. If you have any questions, please feel free to contact Tyrone Navarro at


Tyrone Navarro

Director-at-Large, President, PMI San Francisco Bay Area Chapter

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The PMI-SFBAC has been going through many changes to better serve our chapter members. Part of our committment is finding and developing new talent and we are happy to announce a member of the team, who also happens to be part of the NextGen Leadership team. 

Ramya Srinidhi Krishnamoorthy, will be taking over the COO role from her predecessor Shivani Dalal. Shivani has been an integral part of our SFBAC chapter and her committment to the chapter over the years is unmatched. 

Ramya Krishnamoorthy was a Next Generation Leader for the chapter, and her zeal and passion to pursue a career in project management, while serving with the chapter was one of a few reasons she was tapped to fill the role.  

Ramya currently works as a Product Management intern at Noson, Inc. She got her Masters in Project Management from Golden Gate University and holds a CAPM and a CSM. Being passionate about User Experience Design, she is interested in pursuing a Product Management career. The chapter would like to thank outgoing COO Shivani Dalal for her fantastic work and leadership. Shivani will continue to be an important resource to the team as passes off the torch to a generation of new leaders.


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CEO Selection Announcement Soon!

The chapter's CEO Selection Committee is completing the final steps in their process. Look for an announcement soon!

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7 Ethics Tips for Project Managers


A project manager approached me recently with a problem. She knew that some of the data that was being submitted in internal reports was – frankly – made up. It was made up with the best intentions from educated guesses and extrapolation. It’s probably fairer and less controversial to say that it was “estimated” rather than created totally randomly from scratch. But she was worried that other people were interpreting the estimate as definite fact.

That didn’t sit quite right with her.

The PMI Code of Ethics and Professional Conduct defines a set of standards for how project managers should behave. Dealing with these ethical grey areas isn’t an everyday occurrence for most project managers. Certain cultures and industries will expose you to more ethical dilemmas than others but generally in our office-based IT landscape the project manager in question (and myself) don’t get asked to take bribes for issuing contracts or anything like that.

I’m lucky to get a e-Christmas card from vendors, to be honest.

Ethics in project management isn’t a joking matter, and your professional values will be tested on complex projects. Here are some tips for making sure that you stay within professional boundaries and never put yourself in situations where you feel you could compromise the project, your reputation or your business.

Ethics Tip #1: Disclose Your Interests

So your brother’s company is pitching for work? You know that he’s the best at the job, but you need to remove yourself from the project procurement activity. Tell your sponsor or your PMO manager that you feel there is a conflict of interest.

You need to make sure that no one feels he landed the contract because of who he is related to. That will do you both a good turn when he starts work.

Ethics Tip #2: Don’t Use Assets From Your Last Job

I am a huge fan in using templates and making the most of what you have so that you don’t reinvent the wheel. But if your old company had a fantastic set of design principles for websites, you can’t get them out and slap your new company’s logo on them and start putting them in front of clients.

You can’t unknow what you know, so you can use your interpretation and your knowledge to create a set of design principles allied to the values of your new organisation but informed through all of your professional expertise. It’s quite likely you were hired because of the experience you gained elsewhere. This might seem like a grey line but it’s really not.

Don’t reuse assets from your last job. If nothing else, they are probably protected, with proprietary IP and your old contract may have specifically outlined what you can and can’t do with company property.

Ethics Tip #3: Don’t Leave Information Out Deliberately

This is lying by omission. You can get round difficult questions by failing to include the one piece of information that wasn’t technically asked for but that might change everything.

For example, if you are asked if your project is on schedule, you could reply: “Right now we’re sticking to the plan.” That gives the client the impression that all is well. However, if you know that there is a huge risk coming round the corner that’s probably going to push you off course next month then you’ve deliberately left out information that would give them the complete picture.

This isn’t honest or transparent and you are better than that. It’s giving your clients a poor service and doing a disservice to your team as well. 

Ethics Tip #4: Be Brave

Stand up for what you believe in. Don’t be afraid to call people out on their behaviour. You hear someone making offensive remarks: say something. Don’t be bullied and don’t let other people be bullied either. This is where your leadership skills can make a real difference.

I know a project manager who quit her job because she didn’t want to work on initiatives developing weapons. I know another who left the tobacco industry because it didn’t sit well with their values. Whatever your values are – and even if you can’t quite articulate them you’ll know when you see or are asked to do something that just doesn’t feel right – stand by them.

Life is too short to compromise on what is important to you.

Ethics Tip #5: Challenge Decisions

You should always feel that your sponsor is open to hearing your opinions about the project. You have been trusted with delivering this piece of work on their behalf and they owe you the time to listen to your opinion if you think something is going off piste.

Challenge the wrong decision. Talk to your sponsor about why you feel like that. They may well overrule you and go with what they want to do anyway, but you’ll have had your chance to make your point and you may well be able to convince them that an alternative path is better. Never let the fact that someone is in a more senior position than you stop you from speaking up when you have a legitimate dissenting view and can present it articulately and professionally.

Ethics Tip #6: Don’t Ask Your Team To Do Unpaid Work

I’m sure everyone on your team loves their job so much that they would come in and work on the weekends for free just because they hate being away from the office so much.

OK, perhaps there are workplaces like that!

But generally you’ll find that there is a limit to your colleagues’ generosity when it comes to putting in extra effort for your project.

Asking them to do unpaid overtime isn’t on.

If they volunteer for whatever reason, then that’s different. But don’t pressurise them or “encourage” them to do more than they are prepared to do. They have families. Bills to pay. Be respectful of their time and their loyalties.

Ethics Tip #7: Don’t Play Favorites

Whisper it: there are people on the team that you’d go out for lunch with and others that you just wouldn’t.

Humans are social creatures. We are drawn to making friends, but not everyone finds themselves in the ‘potential friend’ category. Even people we don’t like much have to work for a living.

The good news is that you don’t have to like everyone at work. You just have to be able to work with them. That’s a level of professionalism that shouldn’t be beyond you.

The bad news is that when your favorites are noticeable that can create problems. Fairness is important. So don’t take a junior direct report out to lunch once a week because you have a lot in common and then ignore the others in the team. If you can’t treat all your staff fairly, don’t create situations where you are treating them differently. Lunches are on rotation, so everyone gets time with you as their manager and mentor.

Sticking within your ethical boundaries is not difficult: it should be part of the fabric of who you are and how you work.

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Hot New Classes For Winter

Follow the links for more information on these great classes coming up this Winter!


Pass the PMI-ACP® this year, before the exam changes, with a 3-Day Boot Camp at a value price.  Get a professional quality class at a PMI-SFBAC chapter price. This is the best deal in town!  Sign up while we still have spaces available!!!

This 21-contact hour course is designed to prepare candidates to sit for, and pass, the PMI-ACP® certification exam.  Or, if you are already a PMP or PgMP® and need 21 PDUs toward your Continuing Certification Requirements, this is the class for you.  This is NOT an introduction to Agile. 

PMI-SF Bay Area members get a discount on registration!


Pass the PMP this year with a 4-Day Boot Camp at a value price - Taught by the Experts with Andy Crowe's PMP materials.  Get a professional quality class at a PMI-SFBAC chapter price. This is the best deal in town!  Sign up while we still have spaces available!!! 

This 35-contact hour course is designed to prepare candidates to sit for, and pass, the PMP certification exam.  Or, if you are already a PMP and need 35 PDUs toward your PMP Continuing Certification Requirements, this is the class for you.  This is NOT an introduction to Project Management. 

PMI-SF Bay Area members get a dicsount on registration!

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Calendar of Events

The PMI- SFBAC chapter looks for opportunities for our members to get involved and meet other project managers in the field. Whether you're new to the area or looking to grow your professional network we have something for you. See our calendar of events for new or upcoming events or contact us for additional details. 

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Volunteer Opportunities

The PMI SF Bay Area Chapter is looking for volunteers to help meet the needs of its members. If you are interested or know someone who might be interested in these opportunities then please contact for more information. Currently we are seeking volunteers for a variety of positions including: 

  • Business Development Manager
  • Social Media Manager
  • Events Manager
  • Evening Programs Manager
  • Sponsorship Support
  • Professional Development Support
  • Finance Manager
  • Workshop Director
  • Webinar Content Manager


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Newsletter Team


Editor-in-Chief: Vacant

Editor: Michael McMorrow

Web Layout Editor: Lola Akanmu

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