How Excellence in Collaboration Creates Better Project Plans

by Lynda Carter, President, Competitive Edge Consulting, Inc., and Dave Davis, Ohio Health, Sr. Project Manager

As projects become more complex, they require collaboration between many different parts of an organization. Creating a common vision and project approach become critical to project planning, approvals and successful project execution.

This webinar focuses on the use of facilitation to drive collaboration into project planning. 

Key Takeaways

Participants will learn the following:

  • How collaboration can increase Sponsor, team member and key stakeholder engagement
  • Building a collaborative workshop agenda
  • Defining project roles and responsibilities for collaboration
  • Utilizing project management best practices in a collaborative environment

You can claim 1.0 PDU for this Lunch and Learn. Lunch and Learn topics align with any/all of the PMI Talent Triangle® components.

Review the presentation slide deck.
View the presentation video, PDU reporting instructions are included in the video. 

Speaker Bios

Lynda Carter, President, Competitive Edge Consulting, Inc  – Author, Public Speaker, Building and Sharing Critical Thinking Skills with a Focus on Project Management

Creating value, driving implementation, providing training and coaching to bring out the excellence in your people and processes. Helping organizations: set-up PMOs, facilitate the custom development of project management methodologies, support and coach project managers, facilitate project planning workshops and kick-off meetings, provide mid-project and post-project reviews, and create and deliver targeted project management training (to project managers, sponsors, gatekeepers and team members). I also create custom training solutions where you provide the subject matter expertise and I provide the expertise in adult learning strategies to create customized training solutions. So if you need help with your organizations implementation or on-going support of project management – or a custom training solution for your organization send me a note and we can find the best approach for your organization.


Ohio Health Sr. Project Manager – Thought Leader in Project Management, Agile, and Benefits Realization

Recognized thought leader in Professional with Program and Project Management skills (and am now very involved in the PMI integration of Disciplined Agile). I excel at benefits realization and can connect the dots from various components (projects, process change, data analysis etc.) to an overall corporate improvement. I’m not a quant, but I can give a quant business requirements and then implement effective action based on the data the quant produces. I have had great success as the interface between the customer, the company, and the development initiatives and managing the changes required to achieve higher benefits.

Experienced Program and Project Manager with over 20+ years of leading large scale projects focusing on implementing business change and improvement. Strong expertise in knowledge transfer and eBusiness programs as well as situational analysis and problem solving . Have successfully managed wide range of projects including software implementation projects that combine business transformation, process engineering, customer care, and overall change management. Excels at building positive stakeholder relationships by establishing trust, setting expectations, listening to concerns, and taking action to resolve issues.


Disciplined Agile

All aspects of a PMO

Training / Course Development / Curriculum Planning

University Advisor

Program Management

Project Management

Business Analyst

Six Sigma Green Belt

ADhoc reporting

Operations Manager

Project InVision Administration

MindJet Mind Manager

eBonding Project Management

Integration Testing


Business Requirements Elicitation

Public Presentations


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