Paul R. Williams
1678 Cady Lane
De Pere, Wisconsin 54115
(920) 309-2012
E-Mail: [email protected]
Twitter: @ThinkForAChange

Bachelor of Science Degree
University of Wisconsin - Stevens Point
Stevens Point, Wisconsin
Date of Graduation: December 22, 1990
Major(s): Public Administration
Political Science

Professional Certifications:

- Project Management Professional (PMP) - Project Management Institute
- Certified SCRUM Master (CSM) – ScrumAlliance
- IT Project+ Certified Professional (IT Project+) - Gartner Group/CompTIA
- Lean/Six Sigma Green Belt Practitioner – Thrivent Financial Designated
- Graduate of the Disney Institute Program On Managing For Innovation and Creativity

Project, Product and Innovation Management Practitioner Experience:

- Twenty-six (26) years of proven successful information technology, business strategy and innovation project, program and portfolio management experience with over 150 individual projects and over $650 million dollars cumulatively managed career-to-date
- Project management experience includes business strategy, technical infrastructure, telecommunications, web/systems development, manufacturing, engineering and innovation portfolio projects and programs lasting up to four years in duration and with individual project budgets in excess of $5,000,000 in earned value
- Strategic and operational PMO leadership experience in both the formation and restructuring of PMO governance organizations, the development of alternative project portfolio governance approaches, design of project portfolio financial management systems and partnering with executive leadership teams with regard to organizational
strategic planning and execution directives
- Functional PMO management experience with direct report leadership experience of up to eight (8) individuals spanning departmental oversight leadership of more than fifty (50) total staff members with roles ranging from PMO Managers and Senior Project Managers to Project/QA/Business Analysts and Project Administrative Assistants
- Extensive experience leveraging project, process and change management methodologies and best practices:
- Project Management Methodologies:
* Project Management Institute Project Management Body of Knowledge (PMBoK), Systems Development Life Cycle (SDLC), Agile Methodology (SCRUM/Kanban), and Earned Value Management (EVM)
- Project Portfolio Management Technologies:
* Microsoft Project Professional, Microsoft Project Server, Microsoft SharePoint, Hewlett-Packard Project Portfolio Management Systems, Oracle Primavera, Basecamp and Innotas Project Management Office
- Process Improvement, Product Development and Organizational Change Management methodologies:
* Lean, Six Sigma, Design for Six Sigma, DMAIC, TQM, Kanban, TRIZ, ADKAR and Kotter
- Featured in PM Network magazine, the official monthly periodical of the Project Management Institute, on three separate occasions:
* March 2013 issue within the article titled, “Nurturing The Next Big Thing” (Pgs. 28-37) regarding the intersection of project and innovation management and how innovation discipline directly affects strategic execution
* July 2011 issue within the article titled, “Saving The World With Project Management” (Pgs. 24-29) regarding the utilization of project management discipline in non-profit organizations
* October 2009 issue, within the article titled, “Innovate or Die” (Pgs. 58-63) regarding the importance of innovation competency in business and how project management discipline can help deliver execution of strategic initiatives
- Published author of four books on project and innovation management:
* Williams, Paul R., Visual Project Management, Think For A Change Publishing, 2015, ISBN: 978-1-312-66522-4
* Williams, Paul R., The Innovation Manager’s Desk Reference” Think For A Change Publishing, (2009), ISBN: 978-0-557-05250-9
* Williams, Paul R. , The Innovation Manager’s Playbook, Think For A Change Publishing (2010), ISBN: 978-0-557-61145-4
* Keathly, Jane, Merrill, Peter, Owens, Tracy, Meggarrey, Ian, Posey, Kevin (Williams, Paul – Introduction), An Executive Guide To Innovation, American Society for Quality, (2013), ISBN: 978-0-87389-860-7
- National conference speaking experience:
* 2017 PMI MileHi Chapter Rocky Mountain PM Symposium - Denver, CO
* 2015 PMI Global Congress North America – Orlando, FL
* 2015 ProjectWorld East Conference – Orlando, FL
* 2014 ProjectWorld/World Congress for Business Analysts (PW/WCBA) National Conference – Seattle, WA
* 2011 Carolinas Continuing Education Professionals Conference – Rock Hill, SC
* 2009 Illinois Institute of Technology Business Innovation Conference – Wheaton, IL
* 2009 Product Development & Management Association (PDMA) Annual International Conference – Anaheim, CA
* 2008 PW/WCBA Regional Conference – San Diego, CA
* 2008 PDMA Annual International Conference – Orlando, FL
* 2006 PW/WCBA National Conference – Orlando, FL

Professional Experience:

Director, Enterprise Project Management Office
SECURA Insurance
Appleton, Wisconsin
Duration: March 2017 to present
Responsible For:
- Project Portfolio Management & Administration
* Deliver the vision and strategy and enable execution of project portfolio management
* Prepare and participate in strategic planning efforts
* Manage the project selection process for Corporate, Departmental and Sustainability Portfolios
* Management & oversight of the project delivery roadmap
* Lead and manage IT resource and capacity planning for approved project efforts
* Maintain portfolio budget and spending reconciliation
- PMO Operations & Oversight
* Define, maintain and enforce project management methodology and standards
* WorkFront administration, training and support
* Lead and manage IT resource and capacity planning for approved project efforts
- PMO Departmental Leadership
* Provide leadership, guidance, training and workflow coordination for the PMO Team
* Maintain PMO budget and spending plan
* Recruit, train and develop team members
* Conduct performance reviews, develop team career plans and generally coach and mentor the PMO team members
* Manage PMO vendor relationships
- High Profile Tactical Project/Program Leadership and/or Oversight

Executive Managing Partner
Think For A Change, LLC.
Green Bay, Wisconsin
Duration: May 2000 to December 2017
Responsible For:
- Project management, strategic execution and innovation leadership consulting and executive coaching services for senior management-level clients ranging from small, non-profit organizations to Fortune 500 corporations
* Fortune 500 Engagement List: 3M, Walt Disney Company, Goodyear Tire & Rubber, Boeing, Newmont Mining, Hewlett-Packard, Kimberly-Clark and Thrivent Financial
- Transitional PMO leadership, PMO foundation or restructuring, development of alternative project portfolio governance structures and project financial management strategies
- Organizational project management maturity assessments, process re-engineering, cost reduction analysis and "rescue" services
- EPO, PMO, Innovation Management Center of Excellence and Idea Center/War Room design, development and continuous improvement services
- Keynote, workshop and other presentation services on the topics of visual project management, project portfolio management, innovation systems, and leadership/executive coaching

Director of Project Management
Plan Administrators, Inc. (PAi)
De Pere, Wisconsin
Duration: May 2014 – March 2017
Responsible For:
- Leadership of the PMO function at PAi including the integration of project management processes with SDLC and Agile execution approaches, the establishment of a portfolio-based strategic project roadmap and the development of a phase-gated project funding and oversight system
- Release management responsibilities for scheduled releases/iterations of all new software orders, enhancements and defect resolution requests
- Continuous improvement leadership for resource/capacity management planning, project intake/scoring/prioritization processes and project management/SDLC training development for business partners
- Direct management responsibility including coaching, performance evaluation and general oversight for six (6) direct reports on the QA/Testing Team, Release Management Team and Project Management Team

Senior Vice President - Operations & Technology PMO Lead
Associated Bank, N.A.
Green Bay, Wisconsin
Duration: June 2012 to May 2014
Responsible For:
- Direct management responsibility including coaching, performance evaluation, supervisory oversight and resource demand management for six (6) direct reports including Project Managers, Business/Project/Process Re-Engineering Analysts
- Led the development of the Operations & Technology Strategic Portfolio including annual initiative reviews/alignment, project-based CapEx and OpEx financial forecasting/planning, cross-portfolio risk assessments and resource allocation strategies
- Responsible for oversight of key organizational projects that improve and enhance Associated Bank’s IT infrastructure and software development delivery. These initiatives ensure a reliable and stable technology foundation for the innovative financial products and services offered to our customers, and include:
* Software development key initiatives including Commercial Loan Origination System Suite, Online/Mobile Banking and Managed File Transfers
* Data center & network infrastructure, including virtualization and “lights-out” capabilities, WAN Acceleration, switching/routing and information security
* Telecommunications infrastructure, including IP phone systems, private cloud, Turret Trader Desk Systems and BYOD/Wireless Mobility
* Technology infrastructure build-out for Green Bay Corporate Office and regional office footprint (Chicago, Minneapolis and Milwaukee) construction projects
- Innovation and Idea Management Subject Matter Expert for the Associated Bank
Enterprise Portfolio Office and Strategic NPD/Marketing Team
- Corporate Instructor for Associated University Project Management Excellence Training Program

Senior Program Manager
Pierce Manufacturing, an Oshkosh Corporation Company
Appleton, Wisconsin
Duration: November 2010 to March 2012
Responsible For:
- Design and implementation of the Pierce Project Management Office (PMO) to include project management methodology, process development, quality audits, executive reporting and capacity planning
- Design and facilitation of the Pierce Project Portfolio Council, comprised of business unit and IT executive leadership, to prioritize, coordinate and strategically align project-based initiatives across the organization
- Implementation of a project portfolio management system to integrate business work effort demand with information technology and project resource capacity
- Program and project leadership for a number of high visibility IT, research & development, engineering and manufacturing driven projects with cumulative earned value in excess of $5M
- Introduced Agile project management concepts to the organization, including SCRUM and Kanban

Senior Manager – Enterprise Project Management Office
Thrivent Financial for Lutherans
Appleton, Wisconsin
Duration: April 2005 to November 2010
Responsible For:
- Project, Program and Portfolio Management responsibility to include:
* Direct management responsibility including coaching, performance evaluation and general oversight for four (4) direct reports including Sr. Project Managers and Project Coordinators
* Project leadership for IT Operations Division and IT/Legal/Compliance Portfolio Management Office to include operational risk management, IT security, telecommunications and technical infrastructure related service requests, projects and programs
* Led two-year IT Effectiveness Program to deploy PPM System, CMMI, Testing and Data Centers of Excellence and IT Governance initiatives
* Led four-year, 20+ project Member Security & Privacy initiative with $17M in earned value designed to enhance information security, IT general controls, IT process effectiveness and Member privacy
- IT Innovation Management Initiative (ITConnect) start-up responsibilities to include:
* Creation of a program integrating new product/service development initiatives with IT strategic execution
* Implementation of an innovation and idea management methodology, process and training program
* Design, development and maintenance of innovation metrics and idea reward/recognition systems
* Deployment of organizational innovation & creativity culture change management strategy

Additional Career Roles:

Technical Project Manager
Infinity Technology, Inc. - Green Bay, Wisconsin
February 2003 to April 2005

Paralegal/Director of Information Technology
Liebmann, Conway, Olejniczak & Jerry, S.C. - Green Bay, Wisconsin
June 1997 to February 2003

Product/Commercial Liability Claims Adjuster
Sentry Insurance – Stevens Point, Wisconsin
September 1995 to June 1997

Paralegal/Special Projects Manager
Crivello, Carlson, Mentkowski & Steeves, S.C – Milwaukee, Wisconsin
September 1992 to October 1995

Volunteer Leadership Experience:

Executive Director and Senior Research Fellow
American Institute for Innovation Excellence
Green Bay, Wisconsin
Duration: December 2010 to November 2012
Responsible For:
- Executive leadership responsibilities for a non-profit “think tank” dedicated to innovation excellence, for the exclusive and charitable benefit of government agencies, corporate entities and the greater good, through research, development, education and publication within the following focus areas:
* Innovation Management Best/Next Practices Development
* Innovation Management Maturity Concepts
* Innovation Execution Delivery Methodologies
* Portfolio, Program and Project Execution Models
* Innovation, Idea and Creativity Concept Education and Training
- Executive leadership duties include:
* Daily management of non-profit organizational operations including management of a three person part-time volunteer staff
* Leadership of organizational vision, mission and strategic action plan
* P&L accountability for organizational resources and obligations
* Board of Director management for four member Board
* Research operations, including report writing and facilitation of research
* Fundraising, including grant writing, donations, events and membership
* Management and delivery of product/service mix and other professional services
* Development of membership and collaboration/networking activities

Professional Involvement:

- Leadership Society Contributor - PMI Educational Foundation
- Subject Matter Advisor - American Society for Quality, Quality Management Division, Innovation and Value Creation Technical Committee
- Subject Matter Advisor - Lodestar Innovation Advisory Council
- Former Chairman – eMarketing, PDMA International Conference Committee
- Former Chairman - Board of Directors for the American Institute for Innovation Excellence
- Member - Project Management Institute
- Member - Northeastern Wisconsin PMI Chapter
- Member – Product Development and Management Association