Tracking Lessons Learned

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Show Notes

Our guest in this episode is Ashley Fraschilla, VP of AI Strategy and Enablement at LoanLogics, a provider of mortgage audit software and other financial services technology. They also happen to be a Project Insight customer.

Ashley has a really special superpower of being able to catalog the lessons learned from all of the projects she’s been a part of. We’re going to hear about those lessons, including how to start a PMO, how to adopt a new software platform, how to get started in project management when you had no idea what that role even entailed, how to function as a project manager in the financial services industry, and how to think about AI and governance at an organization.

We also talk about how to spot a PM at the airport, the “Ashley bot,” and asking meeting bots not to assign everything to you.

If you’d rather learn from an expert than reinvent the wheel yourself, this episode is definitely for you.

Episode topics

1:57 Digging into the lessons of the PMI M.O.R.E. framework
2:42 The importance of creating value as a PMO and tying projects to the strategic initiatives of an organization
4:53 Ashley’s role as VP of AI Strategy and Enablement. How are organizations getting out in front of AI initiatives, and what is her day-to-day like?
6:17 How to build governance to protect against ambiguity
7:01 How Ashley came into this particular role, and how just digging in can make you the subject matter expert
8:23 Her beginnings in PM. What should people falling into PM from another business area do first to get up to speed?
10:15 What are the intrinsic traits of PMs?
11:34 Can you spot a PM at the airport?
13:16 What is PM like in the financial sector as opposed to others?
14:23 Ashley’s favorite projects, including implementing Project Insight
14:58 Project Insight’s ability to bring Jira data into the rest of the project, including the resource pool and resource types
17:06 What should a project leader do when managing the project of adopting a new software tool? What would Ashley do?
19:32 Ashley’s superpower of lessons learned
21:21 Froot Loops, learning from another expert, and the “Ashley bot”
24:11 Meeting minutes, bots, and asking them not to assign everything to you
26:25 Lessons from setting up a PMO and how to get buy-in
28:53 The transparency of telling the “why”

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