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Corporate Advisory Board (CAB)

For more information:

Evelyn Davila

cab-ProjectManager@pminj.org

For more information: Evelyn Davila cab-ProjectManager@pminj.org

Mission

The mission of the Corporate Advisory Board (CAB) is to leverage differing corporate initiatives to guide PMINJ with its educational programs and networking events to provide chapter members with relevant skills that are valuable to companies in NJ.

2026
2026 Corporate Advisory Board Discussion Topics

We are pleased to share the 2026 Corporate Advisory Board (CAB) discussion topics, selected by our CAB members to reflect on the biggest challenges and opportunities facing organizations today.

    Q1: The Evolving Role of AI and TechnologyQ2: Managing Effectively in an Uncertain WorldQ3: Developing Financial Acumen for Project ManagersQ4: The Future of Project Management Practice

As the project management space continues to evolve shaped by rapid technological change, economic uncertainty, and increasing delivery complexity, the 2026 agenda focuses on capability, adaptability, and the future of the profession.Leveraging Insights from Previous YearsIn previous years, the CAB has led impactful discussions on AI, digital transformation, career development, organizational culture, and project management roles and responsibilities. These member-driven conversations have provided practical insights, informed organizational decision-making, and strengthened alignment between industry needs and professional practice.The 2026 agenda builds on that momentum, moving from exploration to application.We look forward to a year of meaningful dialogue, shared expertise, and collaborative leadership as we continue shaping the future of project management together.

April 2026 | Decision-Making in Uncertain Environments

This April CAB session focused on decision-making in today’s uncertain environment.Key Discussion Insights

  • Establishing a single source of truth is critical for making timely, defensible decisions
  • Tools such as Tableau and Power BI can support data consolidation and improve visibility across stakeholders
  • The distinction between reversible and irreversible decisions should guide both speed and level of governance
  • Organizations must balance agility with structured oversight, particularly in high-stakes project environments

Why It MattersAs project environments become more complex, organizations are being challenged to make faster decisions without compromising accuracy or accountability. The discussion reinforced the importance of strengthening data visibility, aligning stakeholders, and implementing decision-making frameworks that support both speed and governance.“When decisions are reversible, organizations can move quickly. When they’re not, structure and oversight become essential.”

January '26 | The Revolving Role of AI and Technology

The January CAB session focused on the evolving role of AI in project management and was driven by member input as part of our annual planning cycle.Key Discussion Insights

  • PMI National/International-level guidance or resources on AI tools would be valuable to help PMs assess strengths, weaknesses, and appropriate use cases
  • AI is already widely used for routine project functions such as meeting minutes, research, status reporting, and dashboard creation
  • The key question emerging: how does AI move beyond efficiency gains to create deeper value for the PM role?
  • AI is beginning to replace or reduce certain tasks in testing, UAT, and defect tracking — raising workforce transition considerations
  • Organizations are increasingly exploring how AI can accelerate product delivery, improve decision-making, and streamline organizational structures

Why It Matters

AI is no longer theoretical in project management, it is actively reshaping workflows, roles, and organizational design. The discussion highlighted both opportunity and disruption, emphasizing the need for intentional upskilling, role evolution, and strategic integration rather than reactive adoption.“AI is improving efficiency, but the real challenge is defining where it creates new value beyond automation.”

2025
2025 Corporate Advisory Board Meeting Topics: A Year of Strategic Growth

We are pleased to announce the exciting topics for our 2025 Corporate Advisory Board (CAB) quarterly meetings, designed to foster in-depth discussions and strategic insights.

    Q1: Project Management Roles & ResponsibilitiesQ2: Project Management Skills & Leadership DevelopmentQ3: Organizational Culture & Change ManagementQ4: Internal Initiatives & Proposal Management

Each of these topics was selected with a clear intent: to foster productive conversations that drive both individual and organizational growth.We believe this sequence of topics will not only build on the momentum from 2024 but also provide a clear and logical progression for 2025’s discussions.Reflecting on 2024: A Year of Productive DiscussionsLooking back at 2024, our CAB was incredibly productive in providing valuable insights and fostering dynamic conversations around selected discussion topics. Each quarter, we came together to explore and dissect key themes, ensuring that our discussions were both relevant and impactful.Q1’s focus on AI helped us understand the transformative potential of artificial intelligence in project management.Q2's exploration of Digital Transformation highlighted the critical strategies organizations need to implement as they evolve in the digital age.Q3’s conversation on PM Career Development provided actionable advice for advancing careers in project management.Q4’s deep dive into PM Roles and Responsibilities allowed us to further clarify the expectations and opportunities within this pivotal function.The insights from these discussions have been invaluable.We are excited to embark on this journey in 2025, and we look forward to the deep dives and valuable exchanges that will take place during these meetings.

October '25
Internal Initiatives & Proposal Management

The October 2025 Corporate Advisory Board (CAB) meeting centered on Internal Initiatives and Proposal Management, aligning directly with the CAB’s mission to leverage corporate insights that strengthen PMINJ’s educational programs and networking opportunities.Members shared strategies and lessons learned across industries, emphasizing how program and portfolio management practices can help organizations deliver measurable business value while developing relevant project management skills.Key Discussion Themes:

  • Adaptive Measurement:
    Effective portfolio management demands flexible evaluation criteria tailored to the nature of each project. Standard PMO metrics often include clarity of scope, well-defined milestones and governance checkpoints, RACI frameworks, oversight of external support, and a readiness to challenge established norms.
  • Balancing Innovation and Operations:
    AI tools are emerging as valuable differentiators for identifying which initiatives drive innovation versus those supporting operations.
  • Strategic Alignment:
    Mapping projects to strategic initiatives enables organizations to identify “orphan” projects that should be declined or deferred, maintaining a balanced portfolio.
  • Scoring and Selection:
    Each organization must select evaluation tools and methodologies that reflect its own culture, risk appetite, and governance structure.
  • Common Challenges:
    Members noted that identifying the true subject-matter expert and managing scope post-initiation remain consistent challenges in maintaining portfolio discipline.

The discussion highlighted how structured yet adaptable portfolio management practices not only improve project delivery outcomes but also cultivate the leadership and analytical capabilities that PMINJ strives to develop in its members.Key Takeaways

  • Strong portfolio management links strategy to execution and skill development.
  • Dynamic measures and governance structures drive better project selection.
  • AI supports differentiation between innovation and operational initiatives.
  • Strategic alignment helps identify and eliminate non-value-adding projects.

July '25
Organizational Culture & Change Management: Key Takeaways from Our Latest CAB Meeting

At our Q3 Corporate Advisory Board (CAB) meeting, we focused on the dynamic relationship between organizational culture and change management (CM), a conversation that couldn’t be more relevant in today’s climate of constant transformation.When organizations go through significant changes like mergers and acquisitions, a structured approach to managing that change becomes critical. One of the strongest takeaways from the discussion was the value of appointing a dedicated Change Management Officer, supported by a formal CM plan and toolkit. These foundational elements serve as a compass during transitions, providing clarity and consistency.A recurring theme was the importance of aligning change efforts with the organization's core values and mission. Culture isn’t just a backdrop, it shapes how change is perceived, accepted, or resisted. Integrating cultural awareness into your CM plan ensures that transformation efforts are authentic and grounded in what matters most to the organization.Participants also explored the use of established change models like ADKAR and Kotter’s 8-Step Process. While these frameworks are helpful, they’re not one-size-fits-all. The key is adapting them to fit within your broader project management methodology so they work with your existing processes, not against them.As always, managing change means managing people. Uncertainty and anxiety are natural responses, especially in times of organizational upheaval. A solid framework provides a sense of direction and reassurance, helping people navigate through ambiguity. Part of that framework must include a well-crafted Communications Plan, backed by strong executive sponsors and clear, honest messaging that explains the “why” behind the change.The group also highlighted creative, informal strategies to surface questions and concerns such as anonymous sticky notes placed in visible areas. These tools offer team members a low-pressure way to share what's on their minds, fostering transparency and trust.For global teams, cultural sensitivity is essential. Change looks different around the world, and societal values play a major role in how change is received. A one-size-fits-all approach simply doesn’t work in a multicultural environment.The conversation also touched on the need for orientation tools to support new team members, something as simple as a dictionary of acronyms can go a long way in making new contributors feel confident and included from day one.Recognition was another focal point. Whether it’s formal or informal, acknowledging individual contributions during the change cycle reinforces engagement and shows that leadership is paying attention. It’s a simple, powerful way to sustain morale through times of transition.Well-structured CM plans also include clearly stated assumptions, which help set realistic expectations and guide course corrections if needed. It was also emphasized that Project Managers must be equipped with training in CM principles. They're often at the center of implementation and must be prepared to handle not just tasks and timelines, but also the human side of change.This CAB meeting was a strong reminder that culture and change aren’t separate disciplines. They are deeply intertwined. As we continue to support organizations through transformation, we remain committed to sharing practical strategies that help teams thrive through change, not just survive it.Stay tuned for more insights from upcoming CAB sessions.

April '25

During the Q2 CAB meeting, we focused on one of the most critical, yet often misunderstood, roles in project management: the Project Sponsor. The discussion explored the varying degrees of involvement Sponsors have across organizations, highlighting gaps, best practices, and opportunities for stronger alignment with project teams.Key Takeaways:

  • Wellness & Culture Start at the Top: A standout idea was that Sponsors should take an active role in supporting team morale. Planning team "de-stressing" activities isn’t just a nice-to-have—it signals leadership commitment to people, not just process.
  • Sponsorship in Regulated Environments: In capital-intensive, regulated industries, Sponsors are typically assigned based on project category and budget thresholds. Their involvement is often front-loaded during initiation, with limited touchpoints unless there's a scope or cost change. This model, while compliant, risks disconnecting leadership from project realities.
  • The Project Charter as a Strategic Tool: The Project Charter should be owned by the Sponsor, serving as a foundational document not just for project setup but also for aligning communications, marketing strategies, and legal groundwork.
  • One Size Does Not Fit All: Sponsorship roles vary significantly by organization and individual. Style, organizational culture, and legacy norms all influence how Sponsors show up. This inconsistency reinforces the need for clarity.
  • Mentorship Over Management: Many Sponsors operate as strategic advisors and mentors to Project Managers—stepping in for risk mitigation, conflict resolution, and executive alignment—rather than managing day-to-day execution.
  • Sponsors Need a Playbook Too: A recurring issue is that Sponsors often aren’t fully briefed on what their role entails. Without formal onboarding or training, expectations go unspoken, and opportunities to add value are missed.
  • A Blurred Line for Some: In certain organizations, Sponsors are seen as de facto backups for Project Managers. While this can be helpful in crisis moments, it also risks muddying decision-making responsibilities and creating confusion over ownership.
  • Manage the Relationship, Not Just the Project: Perhaps the most actionable insight was the call to actively manage the relationship between the Sponsor and the Project Manager. Clear delineation of roles, responsibilities, and communication protocols must be built into the governance structure.

This session reinforced that project success doesn’t just hinge on execution—it hinges on leadership alignment, clarity, and culture. As CAB members, our challenge going forward is to champion the education and development of effective Sponsors in our respective organizations.

January '25

In our first-quarter Corporate Advisory Board (CAB) meeting, we explored key strategies shaping the future of project management. From leadership development and cross-training initiatives to the impact of industry-specific challenges, our discussion highlighted the evolving landscape that PMs must navigate. As organizations increasingly adopt Agile frameworks, alternative governance models, and cutting-edge technologies like Generative AI, project managers must continuously refine their skills to stay ahead. This recap captures the essential insights from our discussion, providing a roadmap for professional growth and organizational success.Project Management Strategies and DevelopmentEffective project management requires a combination of strategic planning, leadership development, and professional growth. Key areas for PMs to focus on include coaching and mentoring, adapting to change, navigating office politics, and implementing professional development programs.Cross-Training (CT) and Role ReversalCross-training between teams is a critical element of project management development. It should include:

  • Project objectives comparison
  • Cost analysis and comparison
  • Relationship development between teams
  • Soft skills requirements
  • Understanding the sales cycle

Role reversal and shadowing are effective methods for PM development, allowing team members to learn different roles and responsibilities firsthand.Industry-Specific PM ConsiderationsNon-profit project management differs significantly due to the reliance on partnerships for grant funding. The required documentation for grant management is rigid and comprehensive.In the Life Sciences industry, long project life cycles—from R&D through manufacturing—necessitate a diverse skill set and innovation due to fixed timelines and milestones.Project Governance and MethodologiesPMs should be familiar with governance models such as MOCHA (Manager, Owner, Consulted, Helper, Approver) and DACI (Driver, Approver, Contributor, Informed) as alternatives to the traditional RACI model (Responsible, Accountable, Consulted, Informed).The shift towards Agile and Scrum methodologies, including Hybrid Waterfall Life Cycles, has led to traditional PM roles evolving into positions like Product Owner.Evolving Trends in Project ManagementOrganizations increasingly prefer to 'buy' a missing skill rather than train internally. Additionally, modern PMs must navigate intangible but essential skills, including:

  • Business process management
  • Cloud infrastructure knowledge
  • Operations analysis
  • Data analytics

The Role of GenAI in Project ManagementGenerative AI is transforming project management by automating administrative tasks, enhancing decision-making through predictive analytics, and streamlining resource allocation.Project management continues to evolve, requiring PMs to be adaptive, well-versed in emerging methodologies, and skilled in both technical and leadership areas.

2024

As we step into the new year, we are thrilled to announce the revitalization of our CAB. The year 2024 marks a pivotal moment for us as we welcome a team of phenomenal leaders who are poised to help shape the future of our chapter and bring a wealth of expertise to the forefront.

Our newly revitalized CAB comprises industry leaders who are eager to share their insights on pertinent topics and address challenges prevalent in our ever-evolving landscape . These leaders bring a wealth of experience, diverse perspectives, and a shared commitment to advancing project management excellence.

Our CAB members are not just leaders; they are catalysts for positive change within our community. By leveraging their collective knowledge and experience, they will play an important role in our Chapter's understanding of key industry topics in 2024.

We believe in the power of collaboration and are confident that the diverse backgrounds and skills of our CAB members will enhance our ability to meet the evolving needs of our chapter.

July '24

The July Corporate Advisory Board call brought together nine members for an engaging and productive discussion on Project Manager Career Development. Key topics explored included:

  • Using surveys to create employee PM profiles
  • The role of company portals in job movement
  • Tracking performance with KPIs
  • Leveraging LMS applications to build technical PM skills.

The group also debated:

  • Whether PM roles should be defined by a centralized corporate function or customized based on service lines
  • How organizations can best utilize the knowledge of senior project managers
  • The importance of obtaining client feedback on project manager performance.

Additionally, members examined how global organizations train project managers to handle cultural differences, which is a topic of increasing importance in today's 'work from wherever' project environment.

April '24

In March, we proudly welcomed five new members to our Corporate Advisory Board (CAB). Their addition strengthens our already outstanding team, and we look forward to their contributions in shaping future discussions and initiatives.

In April, our second quarterly CAB meeting focused on the topic of Digital Transformation. This insightful session centered on the successes, challenges, and strategies for navigating digital transformation projects. A key takeaway was the importance of having a clear vision, purpose, and scope to ensure project success. CAB members emphasized that projects driven by organizations, rather than vendors, and with well-defined success criteria, were more likely to succeed.

The discussion also touched on regulatory challenges faced during digital transformations. CAB members exchanged strategies for navigating these complexities, particularly in industries with strict compliance requirements. Effective project management, including planning, risk management, and leadership, was highlighted as essential for successful transformations, especially within public agencies.

A structured process and framework for digital transformation was deemed critical, starting with answering foundational questions and engaging the right people. Stakeholder engagement was also seen as vital, with members advocating for the creation of a stakeholder matrix to involve all relevant parties from the outset, driven by strong leadership support.

The meeting concluded with a deep dive into post-Covd digital tool challenges and solutions. CAB members shared strategies for overcoming these obstacles, including change management, leveraging transformation champions, and integrating digital solutions. Overall, the session provided valuable insights into the evolving landscape of digital and business transformation.

We look forward to the continued collaboration and success of our Corporate Advisory Board as we embrace the challenges and opportunities ahead.

January '24

On January 23, the CAB met to kick off our 2024 Discussion Topic meetings. During planning meetings in 2023, Artificial intelligence (AI) was voted the most crucial discussion topic in terms of importance. We dedicated our first session this year to understanding how AI is reshaping our respective industries with a special focus on its implications for Project Managers.

The discussion spanned various sectors, highlighting both challenges and opportunities presented by the integration of AI technologies.

In the end we all agree — AI is not a threat to Project Managers. However, we know we must do the work to prepare ourselves with the necessary knowledge and skills to leverage AI to our advantage. Embracing AI was viewed as an opportunity for growth and efficiency rather than a potential threat.

We discussed PMI’s commitment to support our community and two specific resources that they have recently provided:

Notably, CAB member Desiree Underwood-Williams played a key role as a co-builder for the PMI Infinity tool, while Marlon E Bradshaw Jr, our Corporate Outreach Team Speaker, contributed as a beta tester. Their valuable contributions exemplify our commitment to technological advancement and the continuous improvement of resources for our community.

We recognize the importance of continuous learning and the need for training programs. As a chapter we are excited to work with our CAB to implement programs to support our community.

Activities
  • Provide executive level input to assist PMINJ to provide greater member value,
  • Introduce new opportunities that may be valuable to local organizations for sourcing talent,
  • Review the PMINJ strategic plan and identify additions and enhancements to the board

Member Benefits
  • Networking with other NJ executive leaders,
  • Accessing one of the largest pools of PMP certified talent,
  • Providing input into programs that will develop a pipeline of talent with relevant skills for NJ companies and industries.
  • Giving back to the profession and earning PDU’s.
Member Industry Scope

The CAB members represent a mix of project management executives across multiple industries:

updated:
30 Jan 2026
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