Chartering Success: Framing HR Initiatives as Projects that Deliver

Chartering Success: Framing HR Initiatives as Projects that Deliver

HR initiatives go a lot smoother when they’re treated like real projects, not just good ideas. Chartering Success: Framing HR Initiatives as Projects that Deliver is a practical session on how to scope the work, get the right people aligned, and define what “done” looks like, so you can actually deliver results instead of chasing moving targets. You’ll walk away with tools you can use right away on your next HR initiative.

Date: February 17, 2026

Location: BP Energy Center

Networking begins at 11:30 AM – Share announcements, opportunities, and insights with fellow professionals.

Program begins at 11:45 AM – ASHRM updates and information.

Speaker presentation at 12:00 PM – Guest Speaker will deliver a one-hour session, followed by closing remarks from the ASHRM President.

Objectives:

1. Draft a concise project charter for an HRM initiative that includes a clear situation statement, problem/opportunity statement, and high level scope for strategic management.

2. Set and communicate measurable acceptance criteria for goals, objectives, and outcomes for HRM projects from a leadership perspective.

3. Identify and categorize major project risks, constraints, and assumptions for an HRM initiative, explaining how these factors influence budget, project decisions and stakeholder expectations.

4. Map key stakeholders and their requirements for an HRM project and outline successful relationship management and engagement approaches.

5. Explain how applying basic project management approaches (e.g., structured charters, scoped outcomes, and stakeholder plans) enhances HR professionals’ ability to deliver business value, connecting project work and aligning with organizational strategy.

About the Speaker

James (Jim) Bates, PMP, PMI-SCP

https://www.linkedin.com/in/jimlbates/

Jim Bates is passionate about leading business transformation that improves and optimizes organizations. Having seen initiatives that pushed organizations from bad to worse, he emphasizes fixing root causes rather than “automating stupid” by treating symptoms and hoping technology will solve the problem. In an age of digital chaos, the focus should be digital optimization.

A highly motivated executive and consultant, Bates is recognized for delivering high-value solutions to everyday business challenges and for leading diverse teams to new levels of success across highly competitive industries, complex technological demands, and fast-paced environments. With more than 40 years of hands-on experience spanning strategic planning, tactical deployment, business unit development, service management, project management, and secure systems engineering, he brings a strong blend of technical and business expertise. His work consistently includes analyzing critical business requirements, identifying deficiencies and opportunities, aligning and integrating technology, and developing innovative, cost-effective solutions that enhance competitiveness, increase revenue, and improve customer service.

Continuing education credit (Pending Approval): 1 PDC