Team Member Engagement: Alignment Up, Down, and Across the Organization with Carlene Szostak

What You Will Learn

Upon completion of this training, learners will be able to: 

  • Identify and investigate sources of both positional and personal power and influence in an organization.
  • Maximize both team and personal efficiency using the power of personality.
  • Manage and lead more fluidly across departments when lines of authority and responsibility are absent or vague.


Organizations are complex! As a project manager, your role frequently involves motivating and managing outside your direct span of control. Building tiers of cooperation between individuals and departments can reduce stress and add value to the entire organization. Often, creating a sphere of influence can include identifying upstream and downstream internal customers and building a clear understanding of their personalities, including styles of work and personal motivations to create open communication and identify specific actions you can take to manage projects and build opportunities for collaboration.

This training, based on internal customer service fundamentals, will allow you to specifically identify and incorporate techniques, address perceptions, and set expectations of others. It is designed for team members who deal primarily with internal customers. You will have the opportunity to learn and practice proven techniques to better manage expectations, service internal customers, and discover how to keep communication flowing.

  • Welcome, Introductions, and Learning Objectives
  • Overview: The Project Manager and the Project
    • The role of a project manager
    • How projects link to organizational success
    • Tools to manage projects and for communication
  • Linking Projects to Organizational Success
  • Leading the Project Team—Part 1
    • Leading through influence
    • Communicating expectations
    • Developing accountability in others
  • Motivating Strategies
  • Welcome and Objectives
  • Leading the Project Team—Part 2
    • Accountability
    • Motivation
  • Managing Stakeholder Expectations
    • Influencing your stakeholders
    • Communications planning
  • Assessing Stakeholder Satisfaction: Lessons Learned
  • Wrap-Up and Next Steps

PDU Allocation Table

The table below displays the number of professional development units (PDUs) awarded for each PMI® credential, as they align to the PMI Talent Triangle®. Power Skills and Business Acumen PDUs apply evenly across all credentials and Ways of Working PDUs apply only to specific credentials. PDUs will be added in full to all eligible credentials. *Please note that the asterisked row below applies to the PMI® Agile Certification Journey and includes Disciplined Agile® Scrum Master (DASM), Disciplined Agile® Senior Scrum Master (DASSM), Disciplined Agile® Coach (DAC), and Disciplined Agile® Value Stream Consultant (DAVSC) certifications.
Ways of Working Power Skills Business Acumen Total
CAPM® / PMP® / PgMP® 0 14 0 14.00
PMI-ACP® / Agile* 0 14 0 14.00
PMI-SP® 0 14 0 14.00
PMI-RMP® 0 14 0 14.00
PfMP® 0 14 0 14.00
PMI-PBA® 0 14 0 14.00
Ways of Working Power Skills Business Acument Talent Triangle



Carlene Szostak

Carlene Szostak is a noted speaker, educator, author and business leader. No matter which hat she’s wearing, her goal is simple – to empower individuals to differentiate themselves and drive measurable results through game-changing actions. Throughout her career, Carlene has worked with organizations across a wide range of industries, from cyber security and manufacturing, to government and professional sports teams. Currently a principal of Quintina Solutions LLC, a global strategic organization, she helps organizations develop succession plans, manage projects effectively and build strategies for the future. When she isn’t working, you’ll find Carlene researching her next book, walking her dog and hunting down the perfect wave while sipping wine at sunset.


Training Information

19 - 20 July 2023
2 Days


Member Price
(US$1385.00 before 5 June)
Nonmember Price
(US$1585.00 before 5 June)
Government Price
Student Price

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