AI Driven PM

Rick A. Morris

Welcome to "AI Driven PM," the podcast where project management meets cutting-edge technology. Hosted by Rick A. Morris, a seasoned project manager, best-selling author, and dynamic public speaker, this podcast is your gateway to understanding and harnessing the power of artificial intelligence in your daily management tasks. Rick A. Morris is no stranger to the complexities and challenges of project management. With over 100 successful implementations of Project and Portfolio Management and Agile systems for top-tier companies like GE, Xerox, and CA, Rick brings a wealth of experience and a unique perspective to the table. His credentials, including PMP, CHBC, PMI-ACP, and Six Sigma Green Belt, combined with his role as the National Delivery Lead for EPPM at Centric Consulting, make him an authoritative voice in the industry​​​​. In each episode of "AI Driven PM," Rick will dive into the theoretical foundations of AI and then demonstrate practical applications to enhance your efficiency as a project manager. Whether you manage projects, portfolios, programs, people, or products, this podcast is designed to provide you with actionable insights and tools to transform your management practices. Rick's approach is deeply rooted in his belief in the value of people and the importance of effective communication. His experiences, as shared in his six books, highlight his commitment to valuing individuals over mere metrics and his dedication to fostering a work-life balance​​. This human-centric approach is a cornerstone of the "AI Driven PM" podcast, ensuring that while you leverage advanced technology, you never lose sight of the human element in project management. Listeners can expect to learn about a variety of AI applications, from automating routine tasks and improving decision-making processes to enhancing team collaboration and predicting project outcomes. Rick will share real-world examples and case studies, drawing from his extensive career and consulting experience with diverse industries, including financial services, entertainment, healthcare, and manufacturing. The podcast is not just about technology; it's about integrating AI into your management style to achieve tangible results. Rick’s down-to-earth delivery style and passion for the profession make complex concepts accessible and engaging. Whether you're a seasoned project manager looking to stay ahead of the curve or a newcomer eager to learn, "AI Driven PM" offers valuable insights and practical advice. Join Rick A. Morris on this exciting journey to explore the intersection of AI and PM. Tune in to "AI Driven PM" and discover how you can make smarter decisions, streamline your processes, and ultimately, achieve more with the power of artificial intelligence.

  1. MAR 26

    S2E3 - The Halo Effect

    Rick's signature conference exercise: "Everybody who's a practicing PM, raise your hand." Hundreds of hands go up. "Now—who came out of college WANTING to be a project manager?" Every hand drops. Except three or four. That's the Halo Effect. And it's killing your project success rates. In Episode 3, Rick A. Morris tackles the cognitive bias that destroys PM careers before they start—the assumption that being good at one thing automatically makes you good at another. The Core Problem: We take our best engineer and make them a PM. We take our best PM and make them a PMO leader. We take top individual contributors and assume they'll be great people leaders. They're completely different skill sets. The Skill Mismatch Explained: Great Engineer: Deep focus, technical masteryLoves solving hard problems aloneDelivers working code/productIndividual contributor excellence Great PM: Broad stakeholder coordinationNavigates ambiguity and politicsManages energy and decisionsInfluence without authority The result? New PMs try to apply engineering rigor to people problems, get frustrated when delegation doesn't work, and burn out doing everyone's job. Rick's PM vs. PMO Leader Insight: "A project manager colors inside the lines. A PMO manager establishes the lines everyone else colors in." One role controls a project within constraints. The other negotiates organizational ambiguity and sets standards. Totally different skills—but we promote like they're the same. Rick's Uncomfortable HR Truth: When Rick ran a PMO, his team hit 99% of milestones (goal was 60%). He gave everyone 5s on evaluations. HR said he couldn't—someone HAD to fall below expectations. Their reasoning: "If you won't do this, the problem is your expectations." Rick's response: "Or it's yours. You want me to tell high-performers they're mediocre when we're exceeding every possible expectation and building leaders? I'm not doing that." The Lesson: Rick learned from his HR partner Carrie Blaise that preparation is everything—and now AI is his coaching preparation partner. Three Prompts to Fight the Halo Effect: 🔹 PM Skills Gap Analysis - Identifies 8-10 core competencies, assesses strengths/gaps, delivers 90-day development plan (ChatGPT asked better clarifying questions this round) 🔹 Halo Effect Audit - Diagnoses hiring bias, surfaces overlooked skills, provides interview questions that reveal actual PM competencies (not just technical prowess) 🔹 PM Competency Framework Builder - Creates promotion rubric with "developing/proficient/expert" observable behaviors for each competency Tool Observation: ChatGPT followed Socratic prompting better this episode. Claude kept skipping ahead to answers. Reminder: experiment with multiple tools—what works best changes by task. Your Non-Negotiable Experiment: Run Prompt 1 (PM Skills Gap Analysis) on yourself or a PM on your team. Be honest. Identify top two gaps and one concrete action for each. Notice: Were the gaps expected? Did AI surface blind spots you've been avoiding? Episode Timestamps: [03] The Halo Effect explained with conference room exercise[05] Engineer vs PM skill mismatch[06] PM vs PMO leader: coloring inside vs establishing the lines[08] Rick's uncomfortable HR story (the 5s controversy)[12] AI as coaching preparation partner[14] Live Demo: PM Skills Gap Analysis[17] Live Demo: Halo Effect Audit (hiring bias diagnosis)[19] Live Demo: PM Competency Framework Builder[21] Your weekly experiment Resources: All prompts: PMThatWorks.comVideo walkthrough: YouTube - AI Driven PM Next Episode: People Skills vs. Domain Expertise—which one actually matters for PMs? (Spoiler: It's not what you think.) Subscribe and share if this made you rethink how you evaluate PM talent. Remember: Being good at one thing doesn't automatically make you good at another. #ProjectManagement #Leadership #HaloEffect #TalentDevelopment #PMO #Coaching

    23 min
  2. MAR 12

    S2E2 - What Do Project Managers Actually Do

    The question everyone's avoiding: If AI can write status reports, take meeting notes, update schedules, and forecast resources—what's left for project managers? Answer: Everything that actually matters. In Episode 2, Rick A. Morris tackles the 60/40 problem—why most PMs spend 60% of their time on busy work and only 40% creating real value—and shows you how to flip that ratio using AI as your thinking partner. The Core Truth: AI handles the transactional. PMs handle the transformational. The Four Things PMs Do That AI Can't Replace: ✅ Sense Making - Translating chaos into clarity for stakeholders (AI can summarize, but can't make sense of the why) ✅ Decision Architecture - Designing how decisions get made and by whom (you don't make decisions—you design the process) ✅ Energy Management - Regulating team motivation and creating conditions for innovation (AI can't facilitate the conversation that rebuilds trust) ✅ Conflict Resolution - Navigating competing priorities and personalities (AI can't build relationships or read the room) Three Power Prompts Demonstrated Live: 🔹 Project Health Diagnostic - Surface the top 3 risks, identify stakeholder gaps, find the decision being avoided, and get the one action with highest impact this week 🔹 Decision Architecture Mapper - Design governance for strategic, tactical, technical, resource, and scope decisions with clear RACI 🔹 Energy Audit - Identify where team energy is highest/lowest, spot misalignment, and craft the narrative to re-energize your team Live Demo Insight: Rick runs all three prompts in ChatGPT and Claude side-by-side using the Social Wishing app project. Claude delivers exceptional coaching—not just diagnostics, but how to have the hard conversations with empathy and strategic framing. Standout Claude coaching example: "The sponsor isn't being malicious. They genuinely don't see the downstream impact of small additions. The goal isn't to win an argument—it's to get them into the same decision-making frame as the team." Your Non-Negotiable Experiment: Run the Project Health Diagnostic on one real project this week using meeting transcripts, emails, or status reports. Act on at least one insight. Notice: Did AI surface something you were avoiding? How much time did you save? Episode Timestamps: [02] The 60/40 problem explained[05] Four things PMs actually do (sense making, decision architecture, energy management, conflict resolution)[09] AI = transactional, PM = transformational[12] Live Demo: Project Health Diagnostic (ChatGPT vs Claude)[20] Live Demo: Decision Architecture Mapper[24] Live Demo: Energy Audit[28] Your weekly experiment Resources: All three prompts: PMThatWorks.comVideo walkthrough: YouTube - AI Driven PM Next Episode: The Halo Effect—why we keep promoting the wrong people into project management and how to become the transformational leader your team needs. Subscribe and share if this changed how you think about your role as a PM. Remember: You're not a project secretary. You're a dream translator. #ProjectManagement #AI #Leadership #TeamDynamics #ProjectGovernance #ChatGPT #Claude

    33 min
  3. FEB 26

    S2E1 - We Make Dreams Come True

    Welcome to Season 2 of AI Driven PM! 🎯 Here's the uncomfortable truth: AI won't replace project managers. But you will absolutely be replaced by a project manager who knows how to leverage AI. In this season premiere, Rick A. Morris introduces Socratic prompting—a technique that turns fuzzy sponsor dreams into clear vision, team motivation, and a first backlog in under 10 minutes. What You'll Learn: ✅ The PM Identity Reframe - Why you're a dream translator, not just a scheduler ✅ The Value Paradox - Where PMs actually add value (it's not status reports) ✅ Socratic Prompting - How to treat AI as a thinking partner, not a typing service ✅ Three Game-Changing Prompts: Vision Clarifier: Fuzzy idea → Clear, measurable visionCharter to Dream Story: Vision → Team motivation + mantraDream to Backlog: Vision → Prioritized features with rationale ✅ Live Demo - Rick takes a vague app idea ("Social Wishing") and generates vision, measurable outcomes, team motivation, 5 mantras, and 15 prioritized backlog items in 10 minutes using ChatGPT and Claude side-by-side. Key Insight: Most PMs spend 80% of their time looking backwards (status updates, documentation). AI shifts that ratio—letting you spend 80% looking forwards (anticipating needs, clearing blockers, mitigating risks). That's where real value lives. Your Non-Negotiable Experiment: Use the Vision Clarifier prompt on one real, fuzzy sponsor idea this week. Notice how asking clarifying questions first changes the conversation—you get to the "why" faster instead of arguing about the "what." Episode Timestamps: [02] The dream translator identity[05] Why AI won't replace PMs (but PMs using AI will)[08] The value paradox explained[10] What is Socratic prompting?[13] Live Demo: Vision Clarifier[18] Live Demo: Charter to Dream Story[23] Live Demo: Dream to First Backlog[27] Your weekly experiment Resources: All prompts: PMThatWorks.comVideo walkthrough: YouTube - AI Driven PMConnect: Links in show notes About Rick A. Morris: 30+ years, 150+ PMO implementations, 7 books, host of "Work-Life Balance with Rick A. Morris." Rick helps organizations stop playing games and start delivering results. Next Episode: What do PMs really do in an AI world once busy work is gone? Subscribe and leave a review if this changed how you think about AI and project management. Remember: You're not here to fill out forms. You're here to make dreams come true. #ProjectManagement #AI #ChatGPT #Claude #ProductManagement #Leadership #PMO

    31 min
  4. 11/14/2024

    S1E10 - Season Finale - AI Agents: The Future of Project Management

    In the season finale of AI-Driven PM, Rick Morris takes listeners on a journey into the future of AI in project management, with a special focus on the game-changing potential of AI agents. Reflecting on the rapid advancements in AI, Rick shares his excitement about OpenAI’s anticipated release of AI agents, expected as soon as January 2025. These agents are set to automate complex project management tasks, from managing data to autonomous information gathering and sophisticated workflow management. Rick outlines specific ways agents can enhance project management: from real-time analysis of project timelines and resourcing, predictive modeling to preempt project bottlenecks, to sentiment analysis on project communications to monitor stakeholder satisfaction. He gives a compelling example of agents autonomously assessing project health by examining risk logs, tracking updates, and providing project managers with targeted insights and actionable recommendations. He also explores how agents can simplify the often arduous administrative tasks in Agile workflows, envisioning agents that handle everything from cost analysis to sprint reports, allowing project managers to focus on strategic insights. For Rick, AI agents offer an opportunity to automate repetitive tasks, reduce human error, and allow PMs to focus on forward-looking analytics and high-impact decision-making. Rick closes the season by inviting listeners to provide feedback and insights for season two, with a promise to explore these AI tools further as they come online. Looking ahead, he anticipates collaborating with leading experts, diving deeper into practical AI applications, and creating a hands-on, interactive learning experience for project managers ready to integrate AI into their practices. Joe Ours Webinar: https://centricconsulting.com/ub_nat_ai_agents_wbnr/

    30 min
  5. 10/31/2024

    S1E9 - AI in Portfolio Management

    In this episode of AI-Driven PM, Rick Morris explores the transformative potential of AI in portfolio management, sharing insights from his extensive experience with over 150 implementations of project and portfolio management tools. Departing from the typical format, Rick focuses on the theoretical side of portfolio management and how AI can reshape decision-making in this area. The episode emphasizes that while many organizations invest in portfolio management tools to address project management issues, they often underestimate the quality of data required. Rick discusses common issues, such as the challenges in defining project scoring and ranking criteria, especially in balancing metrics like ROI, risk, and strategic alignment. He argues that AI can alleviate this by analyzing vast datasets to develop optimized, data-driven criteria and innovative project insights. Rick highlights specific AI capabilities, such as leveraging historical project data for predictive analytics, which allows for accurate forecasting of ROI and risk. He also introduces the concept of dynamic, ongoing portfolio balancing through simulation models and scenario analysis, made possible by AI’s processing power. Ultimately, he sees AI as a game-changer that enables PMs to refocus on strategic oversight rather than manual data handling. Rick wraps up by reinforcing that AI won’t replace project managers but will elevate those who know how to harness it effectively. This episode is a compelling vision of how AI can redefine the role of PMOs in strategic alignment and operational efficiency, preparing project managers for a future where AI-driven insights become integral to decision-making.

    27 min

Ratings & Reviews

5
out of 5
3 Ratings

About

Welcome to "AI Driven PM," the podcast where project management meets cutting-edge technology. Hosted by Rick A. Morris, a seasoned project manager, best-selling author, and dynamic public speaker, this podcast is your gateway to understanding and harnessing the power of artificial intelligence in your daily management tasks. Rick A. Morris is no stranger to the complexities and challenges of project management. With over 100 successful implementations of Project and Portfolio Management and Agile systems for top-tier companies like GE, Xerox, and CA, Rick brings a wealth of experience and a unique perspective to the table. His credentials, including PMP, CHBC, PMI-ACP, and Six Sigma Green Belt, combined with his role as the National Delivery Lead for EPPM at Centric Consulting, make him an authoritative voice in the industry​​​​. In each episode of "AI Driven PM," Rick will dive into the theoretical foundations of AI and then demonstrate practical applications to enhance your efficiency as a project manager. Whether you manage projects, portfolios, programs, people, or products, this podcast is designed to provide you with actionable insights and tools to transform your management practices. Rick's approach is deeply rooted in his belief in the value of people and the importance of effective communication. His experiences, as shared in his six books, highlight his commitment to valuing individuals over mere metrics and his dedication to fostering a work-life balance​​. This human-centric approach is a cornerstone of the "AI Driven PM" podcast, ensuring that while you leverage advanced technology, you never lose sight of the human element in project management. Listeners can expect to learn about a variety of AI applications, from automating routine tasks and improving decision-making processes to enhancing team collaboration and predicting project outcomes. Rick will share real-world examples and case studies, drawing from his extensive career and consulting experience with diverse industries, including financial services, entertainment, healthcare, and manufacturing. The podcast is not just about technology; it's about integrating AI into your management style to achieve tangible results. Rick’s down-to-earth delivery style and passion for the profession make complex concepts accessible and engaging. Whether you're a seasoned project manager looking to stay ahead of the curve or a newcomer eager to learn, "AI Driven PM" offers valuable insights and practical advice. Join Rick A. Morris on this exciting journey to explore the intersection of AI and PM. Tune in to "AI Driven PM" and discover how you can make smarter decisions, streamline your processes, and ultimately, achieve more with the power of artificial intelligence.