2015 pmi dallas annual reportpmidallas.org/.../annual_reports/2015_pmi_dallas_annual_report.pdf ·...

26
Annual Report 2015

Upload: vokhanh

Post on 04-Sep-2018

214 views

Category:

Documents


0 download

TRANSCRIPT

Annual Report2015

To the members of the Dallas Chapter,

Thank you for a successful 2015. The Board of Directors appreciates your support and looks forward to serving you in 2016. We are committed to bringing you value in the form of education, professional development, corporate and community service.

~ 2015 PMI Dallas Board of Directors[ ]

PMI Dallas 2015 Annual Report

4

Contents

PMI  Dallas  Mission  &  Vision........................................................................................................................

2015  Past  President  Execu;ve  Summary.....................................................................................................

2016  President’s  Message:  Looking  Forward..............................................................................................

PMI  Educa;on  Founda;on..........................................................................................................................

Opera;ons  &  Support.................................................................................................................................

Communica;ons.........................................................................................................................................

Marke;ng....................................................................................................................................................

Programs.....................................................................................................................................................

Educa;on....................................................................................................................................................

Professional  Development..........................................................................................................................

Applied  Project  Management.....................................................................................................................

Finance........................................................................................................................................................

Board  of  Directors.......................................................................................................................................

Past  Presidents............................................................................................................................................

5

6

7

8

9

11

12

13

15

16

18

19

23

24

PMI Dallas 2015 Annual Report

5

Mission & Vision

To  support  the  growth  and  development  of  project  management  prac;;oners;  to  build  awareness  of  the  project  management  discipline  and  its  cri;cal  role  in  business  and  organiza;on  success.

The  PMI  Dallas  Chapter  will  be  recognized  as  the  professional  organiza;on  and  resource  of  choice  for  project  management  within  the  Dallas  area.

MISSION

VISION

PMI Dallas 2015 Annual Report

6

2015 Past President

Dear  Member  of  the  Project  Management  Community,

2015  was  a  year  of  several  significant  changes  for  the  PMI  Dallas  Chapter,  designed  to  set  the  chapter  up  for  future  success.    For  example,  our  bylaws  no  longer  require  that  a  volunteer  hold  a  PMI  cer;fica;on  in  order  to  sit  on  our  Board  of  Directors.  While  I  hold  all  our  cer;fica;ons  in  high  regard  and  feel  they  are  invaluable  to  a  career  in  project  management,  I  also  believe  in  the  value  of  the  knowledge  required  to  get  a  PMI  cer;fica;on.    The  more  widely  best  prac;ces  are  implemented,  the  be]er  the  organiza;ons  that  hire  project  managers  with  PMI  cer;fica;ons  will  perform.    However,  PMI’s  own  bylaws  do  not  require  a  member  of  their  Board  to  hold  a  cer;fica;on  and  this  change  aligns  our  chapter  with  PMI’s  bylaws.  By  removing  the  cer;fica;on  requirement  we  open  Board  membership  to  a  wider  pool  of  talent  and  this  provides  us  with  a  be]er  opportunity  to  increase  project  management  knowledge  and  awareness.

In  2015  we  con;nued  to  focus  on  improving  opera;ons.    We  iden;fied  a  new  venue  for  our  monthly  dinner  mee;ngs.    These  are  our  biggest  events  each  month  and  we  want  to  maintain  the  high  quality  for  all  our  a]endees.    Early  indica;ons  are  the  new  venue  is  a  success.    The  transi;on  was  smooth  and  a]endance  at  dinner  mee;ng  is  trending  up.  

We  also  established  some  new  offerings.    Most  of  our  dinner  speaker  presenta;ons  are  now  available  for  online  viewing  a`er  the  event.    The  objec;ve  of  this  new  offering  is  to  help  us  reach  a  broader  audience.    Each  year  about  25%  of  our  members  a]end  an  event  in  person.    Our  hope  is  that  by  offering  an  op;on  to  par;cipate  virtually  more  members  will  be  able  to  recognize  some  of  the  value  of  their  membership.    This  op;on  might  and  even  encourage  more  to  a]end  one  of  our  events  in  person.  

To  address  unplanned  vacancies  on  the  Board  this  year  we  took  a  different  approach.    When  the  VP  Opera;ons  role  became  open  we  redistributed  several  tasks  to  other  departments.    For  the  vacant  VP  Educa;on  posi;on,  we  filled  the  role  with  an  Associate  VP  who  could  learn  the  responsibili;es  and  see  if  it  was  a  good  fit  before  making  the  commitment  to  accept  the  role.    In  both  cases  we  held  a  special  elec;on  at  the  same  ;me  as  our  regular  elec;on  to  fill  the  slots  for  the  remainder  of  the  term.    We  also  had  a  vacancy  in  the  Past  President  role  and  chose  to  leave  that  open  since  I  would  fill  the  posi;on  star;ng  in  2016.    I’m  now  very  excited  about  the  makeup  of  the  2016  Board  and  I  know  the  incoming  president,  Susan  Kennedy,  has  an  excellent  team  to  help  her  for  the  next  two  years.

As  I  look  forward  to  my  new  role  as  Past  President  I’m  honored  to  have  had  the  opportunity  to  serve  the  project  management  community  as  the  president  of  such  an  excellent  organiza;on.    Thank  you  for  being  part  of  that  community  and  for  your  con;nued  support.

Larry  Johnson,  MBA,  PMP

PMI Dallas 2015 Annual Report

7

2016 President’s Message: Looking Forward

Last  year  was  certainly  significant  for  the  PMI  Dallas  Chapter.    Congratula;ons  to  the  volunteers  who  par;cipated  and  contributed  in  the  programs  and  events,  and  to  those  behind  the  scenes  who  help  make  the  chapter  run  so  smoothly.    A  special  thank  you  goes  to  the  outgoing  Board  members  who  made  such  significant  contribu;ons  to  the  chapter  over  the  last  several  years,  and  to  Larry  Johnson  for  his  presiden;al  leadership  during  the  past  two  terms.

Our  2016  vision  calls  for  renewed  focus  on  member  value  and  ini;a;ves  to  engage  more  people  and  businesses  in  the  project  management  profession.

Every  area  of  the  chapter  is  coming  together  in  2016  to  offer  different  or  improved  services.    Our  Educa;on  team  is  looking  into  op;ons  for  new  classes  and  updates  to  our  most  popular  ones.    Communica;ons  has  ideas  for  improving  our  website  and  newsle]ers.    Opera;ons  is  reorganizing  to  be]er  collaborate  with  other  teams.    Membership  plans  to  launch  ini;a;ves  to  grow  our  chapter.    Finance  con;nues  to  streamline  and  improve.    All  the  areas  that  directly  touch  members  such  as  Programs,  Professional  Development,  Applied  PM  and  Educa;on  have  ini;a;ves  to  engage  more  people  and  increase  knowledge  of  the  project  management  profession.    

Dallas  con;nues  to  be  one  of  the  top  ten  largest  PMI  chapters  in  the  world.    Thanks  to  you,  our  members  and  volunteers,  we  are  also  leading  the  way  in  project  management  engagement  and  outreach.      Share  the  word  about  our  chapter  to  your  colleagues,  family  and  friends  by  invi;ng  them  to  any  of  our  new  events.

Together,  we  hope  to  make  2016  a  great  year  for  you  and  the  project  management  profession.

Susan  Kennedy,  PMP

PMI Dallas 2015 Annual Report

8

PMI Education Foundation

The  Educa;on  Founda;on  Liaison  team’s  goal  is  to  establish  a  pilot  program  that  could  be  implemented  during  the  course  of  a  school  term  for  elementary,  junior  high  and  high  school  students  in  the  DISD  area.

2015  Accomplishments:

• Completed  10  week  engagement  with  Skyline  High  School.

• Developed  and  presented  full  life  cycle  Project  Management  lessons  weekly.  

• Guided  students  through  real  life  project  task  iden;fica;on  and  schedule  development.  

• Helped  students  with  scope  iden;fica;on  and  management  based  on  client  need.  Ini;al  scope  was  to  create  and  distribute  toys  to  the  children  at  Children's  Medical  Center  of  Dallas  to  help  them  feel  be]er.  Final  scope  was  to  create  and  donate  Lovies  to  the  babies  in  the  NICU,  while  crea;ng  arts  and  cra`s  with  the  older  children  at  the  Children's  Medical  Center  of  Dallas.  

• Guided  students  in  design/produc;on  of  instruc;ons  and  packaging  for  the  Lovies,  clarifica;on  of  scope,  communica;ons  management,  and  procurement  management  of  purchased  materials  as  well  as  with  an  external  vendor.  

• Created  and  delivered  May  PMI  Dallas  Dinner  Mee;ng  presenta;on,  highligh;ng  the  students  and  PMI  Dallas  PMIEF  team  engagement.

• Obtained  a  great  deal  of  lessons  learned  from  doing  an  engagement  with  an  inner  city  public  school.

Educa,on  Founda,on  LiaisonTalibah  Adenouga,  PMP

PMI Dallas 2015 Annual Report

9

Operations & Support

The  Opera;ons  and  Support  department  is  comprised  of  two  standing  teams  and  several  individual  contributor  roles.  Many  of  our  func;ons  are  ongoing  in  nature,  such  as  suppor;ng  regularly  occurring  mee;ngs,  but  we  also  have  adhoc  tasks  aimed  at  solving  issues.

Key  2015  accomplishments  include  the  following.  

• Reloca;on  from  Crown  Plaza  to  Brook  Haven  Country  Club  –  Worked  with  all  departments  to  iden;fy  a  new  venue  to  house  all  of  the  PMI  Dallas  Chapter  Events,  including  but  not  limited  to  monthly  dinner  mee;ngs,  educa;on  classes,  etc.  The  change  in  venue  was  driven  by  a  change  in  requirements  of  the  vendor  and  the  BOD  elected  to  make  a  change  of  the  venue  to  ensure  members  and  guest  were  gaining  the  best  value  for  the  cost  of  each  respec;ve  event.  To  select  the  new  loca;on  a  Request  for  Purchase  (RFP)  package  was  created  and  supplied  to  poten;al  vendors.  The  selec;on  process  was  rigorous  to  ensure  the  best  loca;on  was  selected  which  offered  values  to  the  chapter  members  and  guest,  while  remaining  within  close  proximity  to  the  previous  venue,  which  is  some-­‐what  centralized  within  our  service  region.    The  Programs  Department  was  instrumental  in  coordina;ng  with  poten;al  new  loca;on(s).    

• Webinar  Team  –  this  team  was  created  to  provide  members  and  guest  whom  are  out  of  town  during  the  monthly  dinner  mee;ng  the  ability  to  purchase  at  a  low  cost  the  contents  from  the  monthly  mee;ng,  including  the  ability  to  receive  the  PDUs  related  to  the  mee;ng  contents.  The  team  video  records  each  presenter  and  important  chapter  informa;on  and  places  the  recordings  on  a  webinar  website,  with  the  link  for  members  and  guest  being  housed  on  the  PMI  Dallas  Homepage.

• Contact  Us  Response  Team  –  this  team  provides  ;mely  and  informa;ve  responses  to  all  email  inquiries  origina;ng  from  the  chapter  web  site.  

• Purchasing  –  the  Opera;ons  team  sourced  a  variety  of  logo  merchandise  for  use  by  the  chapter  for  event  a]endee  and  speaker  awards.  All  sourcing  was  done  in  advance  to  avoid  rush  charges,  quan;;es  were  coordinated  between  departments  to  assure  volume  discounts,  and  merchandise  storage  and  turnover  was  managed  to  minimize  shrinkage.  

• Event  bookings  were  coordinated  with  the  selec;on  of  the  new  loca;on,  which  assured  the    selected  dates  for  the  venues.  The  final  contracts  were  completed,  allowing  for  the  distribu;on  of  the  2016  magne;c  chapter  calendar  at  the  January  Dinner  Mee;ng  at  the  new  loca;on,  Brookhaven  Country  Club.  

VP  of  Opera,onsJoe  Carson,  PMP

AV  of  Opera,onsMa]  Wesnall

Technology  DirectorDavid  Pinkard,  PMP

Audit  DirectorIda  Chandra,  PMP

TeamCarlos  Bodine,  PMPDavid  Coates,  PMPBonnie  Coker,  PMPJosilen  Price,  PMPGabe  Navalta,  PMP

PMI Dallas 2015 Annual Report

10

• Batch  PDU  submission  program  –  expanded  program  from  just  Dinner  mee;ngs  to  include  Breakfast  Mee;ngs,  Toastmasters  and  Educa;on  classes  

• Opera;on  &  Support  con;nues  to  maintain  the  on-­‐going  ac;vi;es  which  

The  Opera;on  and  Support  team  successfully  supported  the  chapter  in  2015  and  is  looking  forward  to  providing  ongoing  opera;onal  support  in  2016  to  the  chapter,  with  a  redefined  organiza;onal  structure  in  2016.  

PMI Dallas 2015 Annual Report

11

Communications

The  Communica;ons  team  consists  of  six  volunteers,  each  handling  a  specific  need  of  the  Chapter:  newsle]er,  website,  social  media,  email  management  and  general  communica;ons.

Accomplishments  for  2015

• Con;nued  suppor;ng  chapter  communica;ons  through  the  use  of  electronic  newsle]ers  which  provided  news  about  upcoming  chapter  events  and  various  other  events  in  the  PM  community.

• Evaluated  an  online  service  called  Hootsuite  and  decided  that  it  will  enhance  the  Chapter’s  u;liza;on  of  social  media  networks:  LinkedIn,  Twi]er  and  Facebook.  Plans  are  to  implement  this  service  next  year  to  raise  awareness  of  events,  news  and  encourage  2-­‐way  communica;ons  with  members  and  poten;al  members.

• Decided  to  seek  alterna;ve  website  providers  for  next  year,  with  a  focus  on  gathering  metrics  on  visitor  usage  and  increase  flexibility  in  the  way  the  informa;on  can  be  updated  more  quickly  and  dynamically.

• Provided  con;nued  support  to  the  departments  of  the  chapter  with  their  communica;ons  needs  on  the  website.

VP  Communica,onsKen  Cooper

Assistant  VP  Communica,ons/Social  MediaRaumey  Elzein

Email  DirectorAlan  Myrick

Email  Communica,onsSivakumar  Jambunathan

NewsleEer  EditorLeo  Painevilo

Web  DirectorSara  Bui

PMI Dallas 2015 Annual Report

12

Marketing

The  Marke;ng  program  is  comprised  of  three  commi]ees  listed  below:• Career  Resources  (CR)  Commi]ee• Corporate  Liaison  and  Marke;ng  (CLM)  Commi]ee• Registered  Company  Coordinator  (RCC)  Commi]ee

                             Key  2015  Marke;ng  team  accomplishments  are  listed  below:                                          

• Realized  significant  new  growth  in  volunteer  members  in  all  three  marke;ng  commi]ees  totaling  nearly  60  people  who  supported  our  chapter  marke;ng  team  commi]ee  goals.

• Held  four  RCC  team  mee;ngs  with  good  par;cipa;on  sharing  knowledge  about  PM  best  prac;ces  and  approaches.    These  events  were  well  received  with  presenta;ons  by  RCCs  or  chapter  members  to  support  the  advancement  of  the  PM  profession  through  networking  with  colleagues.    The  RCCs  also  represented  our  Chapter  within  their  respec;ve  organiza;ons  advancing  the  PM  profession  within  their  companies.

• The  Career  Resources  team  provided  one  free  Career  Development  Workshops  that  was  conducted  successfully  with  high  member  customer  sa;sfac;on.    A]endees  earned  PDUs  and  various  topics  were  covered  such  as  effec;ve  mee;ng  communica;ons/introduc;ons  and  u;liza;on  of  social  media  channels  to  op;mize  search  and  professional  profile  informa;on.  

• Many  members  signed  up  for  the  Blue  Dot  Register  to  receive  no;ce  of  job  vacancies.    This  Register  is  designed  for  the  unemployed  or  under-­‐employed  or  those  seeking  to  keep  up  with  the  latest  PM  opportuni;es.    Even  in  the  down  economy,  the  PMI  Dallas  Chapter  receives  many  job  vacancies  that  need  to  be  filled  quickly.    Key  job  leads  were  also  posted  on  the  PMI  Dallas  Chapter  internal  web  site  for  all  members  to  view.

• The  CLM  team  also  created  a  new  chapter  flyer,  new  chapter  brochure  and  is  working  on  a  corporate  outreach  presenta;on  to  share  the  benefits  of  PMI  and  our  chapter.  In  addi;on,  the  team  worked  with  the  RCCs  to  Survey  RCC  members  to  determine  member  brand  awareness  value  of  key  Chapter  ac;vi;es  or  benefits  of  the  Chapter.  This  survey  was  used  to  solicit  ideas  for  chapter  improvements.    

• Commi]ee  member  volunteers  a]ended  dinner  mee;ngs,  recruited  newvolunteers,  and  assisted  with  informa;on  tables  at  Chapter  mee;ngs.  

VP  Marke,ngNi;n  Kunte,  PMP

Corporate  Liaison  and  Marke,ng  DirectorTik  Sze,  PMP

Regional  Company  Coordinator  DirectorBrad  Denney,  PMP

Sponsorship  DirectorHarshad  Desai,  PMP

Career  Resources  DirectorOpen

The  Marke;ng  team  will  con;nue  to  focus  on  exis;ng  commi]ee  goals  and  support  advancement  of  various  marke;ng  programs  in  the  2016  Chapter  Strategic  Plan.  The  Marke;ng  team  is  also  taking  over  the  responsibility  of  sponsorship  for  the  chapter.

PMI Dallas 2015 Annual Report

13

Programs

The  Programs  team  is  comprised  of  3  standing  teams:  Programs  Development,  Breakfast  Mee;ng,  and  Toastmasters.  Our  func;ons  are  ongoing  in  nature,  such  as  planning  and  organizing  membership  mee;ngs,  but  we  also  organize  many  one-­‐off  events.  

Key  2015  accomplishments  include  the  following:

• 2015  PMI  Region  6  Leadership  Conferenceo Completed  planning  for  the  evento Hosted  the  event  in  March  2015,  resul;ng  in  the  highest  a]endance  of  

PMI  Region  6  chapter  leaders  and  volunteers  (more  than  200)

• Monthly  Dinner  Mee,ngso “Meet  the  Board”  –  Offered  first  ;me  a]endees  and  new  members  to  

sit  with  a  member  of  the  PMI  Dallas  Board  of  Directors  at  the  mee;ng.  Those  accep;ng  the  offer  are  welcomed  in  to  the  dining  room  early  to  meet  with  their  BOD  assignee  and  given  ;me  to  receive  an  individualized  welcome  to  the  chapter,  including  a  gi`  of  logo  items.  This  program  con;nued  to  successfully  introduce  the  Chapter  and  its  many  volunteer  opportuni;es  to  new  a]endees  resul;ng  in  filling  of  mul;ple  volunteer  vacancies  by  first-­‐;me  a]endees  and  new  members

o Planned  and  organized  monthly  membership  dinner  mee;ngs,  including  solici;ng  keynote  speaking  opportuni;es,  evaluate,  select  and  schedule  speakers,  and  onsite  support  during  the  event

o Con;nue  to  facilitate  mul;ple  networking  and  engagement  opportuni;es  for  dinner  mee;ng  a]endees  from  book  club  mee;ngs,  leadership  forum,  new  member  orienta;on,  and  Toastmasters  Club  promo;on

• Bi-­‐Monthly  Breakfast  Mee,ngso Planned  and  organized  bi-­‐monthly  Breakfast  Mee;ngs,  including  

solici;ng  keynote  speaking  opportuni;es,  evaluate,  select  and  schedule  speakers,  and  onsite  support  during  the  event  

• Monthly  Toastmasters  Mee,ngso Planned  and  organized  monthly  Toastmasters  Mee;ngs  that  meets  all  

Toastmasters  requirements

• Monthly  Lunch  and  Learnso Introduced  the  Lunch  and  Learns  in  January  of  2015  as  a  new  

opportunity  for  chapter  members  and  guests  to  engage  in  facilitated  discussions  over  lunch.  The  event  takes  place  in  mul;ple  loca;ons  across  the  Dallas  area  strategically  located  so  members  can  a]end  

VP  of  ProgramsKane  Wai,  PMP

Programs  DirectorBrian  Kidd,  PMP

Breakfast  Mee,ng  DirectorsMar;n  Sung,  PMPSharon  Rundell,  PMPDaniel  Fuentes,  PMPMaria  Lopez  Paredes,  PMP

Toast  Master  DirectorMark  Lysell,  PMP

PMI Dallas 2015 Annual Report

14

o during  lunch  hour  without  much  commu;ng.  The  program  has  been  a  huge  success  in  reaching  non-­‐members  as  well  as  providing  low-­‐cost  PDU  opportuni;es  to  members.  A]endance  has  been  significantly  increasing  throughout  the  year  and  we  are  planning  on  star;ng  a  3rd  loca;on  in  2016.

• Social  Hour  o Introduced  in  late  2015,  the  event  is  geared  toward  engaging  those  

members  who  are  in  the  job  market  to  engage  with  local  recrui;ng  companies  or  hiring  managers  to  provide  an  opportunity  for  them  to  meet  and  greet  in  a  low-­‐pressure  serng.  These  events  are  sponsored  by  local  recrui;ng  companies  and  our  first  social  hour  was  a  huge  success  with  more  than  60  members  registering  and  par;cipa;ng.

PMI Dallas 2015 Annual Report

15

Education

The  mission  of  the  Educa;on  Program  is  to  provide  educa;onal  events  and  opportuni;es  for  members  to  learn  about  the  project  management  profession.  This  includes  project  management  related  training  and  resource  tools  like  books,  library  and  templates  to  further  personal  growth  and  development.  This  is  one  of  the  key  values  of  the  PMI  Dallas  Chapter.  

The  Educa;on  Commi]ee  consists  of  seven  commi]ees  that  include;  PM101  Basic  Project  Management,  PM201  Communica;ons,  PM202  Scope  Management,  PM203  Risk  Management,  PM205  Project  Team  Leadership,  PMP  Exam  Review  and  the  Library.    The  goal  is  to  provide  strong  support  for  the  development  of  Project  Management  Professionals  through  hands  on  interac;ve  courses  and  to  provide  opportuni;es  to  share  experiences  and  best  prac;ces.  

The  Chapter  Resource  Library  serves  the  membership  of  the  PMI  Dallas  Chapter  by  developing  and  maintaining  collec;ons  of  professional,  educa;onal  and  reference  materials  to  support  the  Project  Management  profession.  In  2015,  the  library  was  open  on  each  of  the  12  monthly  mee;ng  dates.    The  library  currently  contains  210  books  and  244  patrons  who  have  u;lized  these  resources.      

A  total  of  19  Educa;on  courses  were  provided  during  the  year,  with  a  total  of  207  a]endees  as  noted  below.    The  overall  course  a]endance  basically  flat  over  2015.    2016  objec;ves  have  been  iden;fied  to  ensure  the  Educa;on  course  offering  meets  the  needs  of  our  members  and  the  project  management  commi]ee.

Course   2015  Deliveries   2015  A]endancePMP  Exam  Review   4   69PM101  Basic  Project  Management   3   25PM201Communica;on  Management   3   30PM202  Scope  Management   2   17PM203  Risk  Management   4   34  PM205  Project  Team  Leadership   3   32  

Objec;ves  for  2016  are:

         1.  To  complete  the  Texas  Workforce  Commission  requirements  to  open  all  courses                    to  PMI  Dallas  members  as  well  as  non-­‐PMI  Dallas  members.              2.  Review  and  refresh  the  current  catalog  and  delivery  cadence          3.  Introduce  new  courses  and  educa;on  op;ons  relevant  to  the  PMI  Dallas                  community

VP  of  Educa,onKathy  Bailie

Educa,on  TeamSheryl  ChackoJason  ClarkRuthiann  FrazierPenni  JamesJames  KnesekDexter  RhodesWes  MenziesMike  Su]onJohn  ThomasSuchitra  Veera

The  Professional  Development  group  provides  Professional  Development  Unit  (PDU)  opportuni;es  for  PMI  Dallas  Chapter  members  and  Dallas  project  management  professionals.  These  are  designed  to  support  the  chapter’s  strategic  goals  of  increasing  engagement  with  members  and  building  awareness  of  the  value  of  project  management.  

Achievements  in  2015  included  successfully  holding  the  UTD  Symposium  in  August,  four  Leadership  Forum  sessions,  rolling  out  eBooks  in  the  Book  Review  Team  and  mentoring  several  local  professionals.

In  2016,  Professional  Development  will  focus  on  these  primary  business  objec;ves:  

1. Offer  innova;ve  low-­‐cost  or  free  PDU  opportuni;es  such  as  webinars,  book  reviews,  facilitated  Forum  discussions  and  presenta;on  workshops.  

2. Offer  project  management  workshops  in  partnership  with  professional  vendors  for  low-­‐cost,  high  quality  PDU  opportuni;es.  

3. Partner  with  a  local  university  to  provide  a  high  quality  annual  project  management  symposium  that  offers  PDU  and  volunteer  opportuni;es,  as  well  as  networking  opportuni;es  with  a  broader  project  management  community.

4. Con;nuously  improve  PMI  Dallas  Chapter  Professional  Development  opera;ons.

Plans  and  Objec;ves  by  Team  for  2016

1. Workshops  Team1.1. 2016  Objec;ves1.2. Plan  at  least  two  (2)  workshops  for  20161.3. Determine  plan  of  ac;on  for  working  with  the  Educa;on  Team  at  PMI  

Dallas  to  offer  2016  offerings  

2. Leadership  Forums  2.1. 2016  Objec;ves  2.2. Con;nuing  to  provide  lively  and  engaging  facilitated  discussions.  

 3. Symposiums  Team  

3.1. 2016  Objec;ves  3.2. Con;nue  success  of  UTD  Symposium  3.3. Decisions  or  proposals  for  group  discussion  3.4. Will  be  interviewing  volunteers  for  next  year3.5. Encourage  PD  Directors  to  volunteer  

PMI Dallas 2015 Annual Report

16

Professional Development

VP  Professional  DevelopmentSherry  James,  PMP

AVP,  Professional  DevelopmentAriane  Stone,  PMP

Book  Review  DirectorRodger  Mar;n

Leadership  Forums  DirectorAndreas  Rueter

Symposiums  DirectorDwayne  Sanchez,  PMP

Workshops  DirectorEldon  Zorinzky,  PMP

Mentors  DirectorEric  Gunzelman,  PMP

PMI Dallas 2015 Annual Report

17

4. Book  Review  Team4.1. 2016  Objec;ves4.2. Increase  comple;on  rate  to  over  50%  (from  41%)  4.3. Decisions  or  proposals  for  group  discussion  4.4. Feedback  on  pilot  –  ask  authors  to  par;cipate  

1.5.  Mentoring  Team

1.5.1.  2016  Objec;ves1.5.2.  Increase  mentee  par;cipa;on  by  20%  (120  vs  100)1.5.3.  Expand  Mentor  list  by  10%1.5.4.  Develop  close  mentor  rela;onships  with  UTD  and  other  local  colleges  to  promote  mentoring,  par;cularly  for  up  and  coming  project  managers.

PMI Dallas 2015 Annual Report

18

Applied Project Management

Non  Profit  Team  (NP)

The  purpose  of  the  NP  team  is  to  engage  the  nonprofit  community  and  to  bring  awareness  to  the  discipline  of  project  management.  The  primary  goal  for  the  NP  team  is  to  engage  in  three  nonprofit  community  outreaches.    In  2015  the  team  did  not    partner  with  any  non  profit  organiza;ons.    The  team  reorganized  how  we  engage  in  partnership  with  other  non  profits.  The  NP  team  develop  a  half  day    workshop  for  non  profit  organiza;ons  with  hopes  of  increasing  engagement  and  awareness  of  project  management  in  the  Dallas  area.

Component/Project  of  Year  (C/PoY)  The  C/PoY  team  is  a  special  team  of  project  managers  that  focus  on  interna;onal  projects  submissions.    The  C/PoY  project  team  has  two  interna;onal  level  submissions  a  year.  The  team  submi]ed  the  Component  of  Year  2015  applica;on.    The  team  requested  projects  to  submit  but  was  unable  to  find  a  project  to  meet  the  guideline  of  the  PMI  Project  of  Year  applica;on.              

Community  of  Prac,ce  (CoP)

The  CoP  team  serves    primarily  as  a  focus  group  for  the  Dallas  Chapter.    As  of  2015  PMI  dissolved  the  CoP  teams.    The  PMI  Dallas  Chapter  followed  the  alignment  of  PMI  and  dismantle  the  Dallas  Chapter  CoP  team.    As  a  result  in  dissolving  the  CoPs’,  Project  Management.com  was  born.      Project  Management.com  is  free    and  offers  a  vast  knowledge  base,  tools/techniques,  webinars  and  value  for  PMI  members.

VP  of  Applied  Project  ManagementSharon  McDaniel,  PMP

NPO  DirectorAndrea  Carter,  PMP

C/P  of  Year  DirectorShailaja  Suresh,  PMP

PMI Dallas 2015 Annual Report

19

Finance

In  2015,  the  PMI  Dallas  Chapter  Board  of  Directors  refocused  opera;ons  to  manage  our  cash  posi;on.    The  Chapter  reduced  opera;ng  losses  in  2015  to  $1,807  from  a  loss  of  $16,275  in  2014.    The  primary  changes  included  reduc;ons  in  expenses  related  to  conference  registra;ons  and  related  travel  due  to  hos;ng  the  PMI  Region  6  Leadership  Conference,  general  promo;onal  items  and  office  related  expenses.    The  Chapter’s  cash  posi;on  remains  strong  at  $276,024  up  about  $20,000  over  2014.    The  table  below  summarizes  our  financial  posi;on.    The  PMI  Dallas  Chapter  Financial  Statements  are  presented  at  the  end  of  this  sec;on

The  Chapter  has  three  main  revenue  streams  where  volunteers  are  ac;vely  engaged  in  developing  offerings  for  our  Membership.    These  offerings  focus  on  enhancing  project  management  knowledge  for  both  technical  and  so`  skills  necessary  to  be  a  successful  professional  involved  in  the  project  management  profession.    Revenue  profiles  may  change  year  to  year  depending  on  the  offerings  available  or  changes  in  programs  that  align  to  the  Chapter’s  strategic  plan.  The  Net  Revenues  graphic  iden;fies  the  revenues  associated  with  the  major  revenue  streams  for  both  2015  and  2014.  In  2015,  the  Chapter  hosted  the  PMI  Region  6  Leadership  Conference  and  is  reflected  in  Programs  for  2015.    This  event  is  hosted  by  the  PMI  Dallas  Chapter  on  an  infrequent  basis.    In  2016  the  conference  is  hosted  by  the  New  Orleans  Chapter.

VP  of  FinanceRamiro  Or;z,  Jr.

FINANCIAL  SUMMARY

Revenues

Expenses

Net  Income  /  (Loss)

Dec  31  Cash  Balance

2015                          2014

264,601

(266,408)

(1,807)

276,024

233,144

(249,419)

(16,275)

256,701

NET  REVENUES

$120,000

$100,000

$80,000

$60,000

$40,000

$20,000

$-­‐

2014                  2015

Programs                                      Educa;on                                      Professional                                                                                                                                                  Development

PMI Dallas 2015 Annual Report

20

Finance

STATEMENT  OF  ACTIVITY(Unaudited)

                             2015                                                  2014Revenues

Gross  Event  Revenue

Discounts  Given

Net  Event  Revenue

Membership  Dues

Other  Revenues

TOTAL  REVENUES

Cost  of  Services

Food  &  Beverage

Promo,onal  Items

Speaker  Fees

Facili,es

Other  Suppliers  and  Materials

TOTAL  COST  OF  SERVICES

General  and  Administra,ve  Expenses

Conference  Registra,on  Fees

Mee,ngs

Merchant  Fees

Promo,onal  Items

Office  Expenses

Professional  Services

Scholarships

Travel

TOTAL  GENERAL  AND  ADMINISTRATIVE

219,200

(38,189)

181,011

82,579

1,011

264,601

185,091

(43,578)

141,513

83,868

7,764

233,144

146,163

5,997

16,000

25,498

10,870

204,528

103,410

-­‐

-­‐

5,113

14,189

122,711

1,240

2,407

9,820

3,470

6,409

13,391

12,682

12,460

61,879

12,675

6,159

8,343

14,112

15,575

17,828

12,607

39,409

126,708

Net  Income  /  (Loss)                                                                                                                                                                                                                  (1,807)                                            (16,275)

PMI Dallas 2015 Annual Report

21

Finance

STATEMENT  OF  FINANCIAL  POSITION(Unaudited)

                             2015                                                  2014Assets

Cash

Accounts  Receivable

Prepaid  Expenses

Other  Current  Assets

Fixed  Assets

TOTAL  ASSETS

276,024

-­‐

-­‐

6,360

285

282,669

Liabili,es  and  Equity

Liabili,es

Accounts  Payable

Other  Current  Liabili,es

TOTAL  LIABILITIES

Equity

Retained  Earnings

TOTAL  EQUITY

TOTAL  LIABILITIES  AND  EQUITY                                                                                                                                                    

256,701

2,650

19,316

275

596

279,538

155

37,697

37,852

1,071

3,993

5,064

244,816

244,816

282,669

274,474

274,474

279,538

PMI Dallas 2015 Annual Report

22

Finance

STATEMENT  OF  CASH  FLOWS(January  -­‐  December  2015)

                                                                                                   TotalOPERATING  ACTIVITIES

Net  Income

Adjustments  to  reconcile  Net  Income  to  Net  Cash  provided  by  opera,ons:

     Accounts  Receivable

     Credit  Card  Receivables

     Prepaid  Expenses

     Uncategorized  Asset

     Equipment:  Accumulated  Deprecia,on

     Accounts  Payable

     Deferred  Revenue

     Undeposited  Funds

     Other  Current  Liabili,es

Total  Adjustments  to  reconcile  Net  Income  to  Net  Cash  provided  by  opera,ons:

Net  cash  provided  by  opera,ng  ac,vi,es

FINANCING  ACTIVITIES

Retained  Earnings

Net  cash  provided  by  financing  ac,vi,es

Net  cash  increase  for  period

Cash  at  beginning  of  period

Cash  at  end  of  period

(1,807)

2,650

(205)

19,316

(375)

311

(916)  

34,714

(5,505)

(1,010)

48,980

47,173

(27,851)

(27,851)

19,322

256,701

276,024

PMI Dallas 2015 Annual Report

23

2016 Board of Directors

PresidentSusan  Kennedy,  PMP

Past  PresidentLarry  Johnson,  MBA,  PMP

VP  Professional  DevelopmentSherry  James,  PMP

VP  ProgramsKane  Wai,  PMP

VP  Applied  Project  ManagementDwarakanathan  Iyengar,  PMP

VP  Communica,onsKen  Cooper,  PMP

VP  FinanceRamiro  Or;z,  Jr.  

VP  Marke,ngNi;n  Kunte

VP  MembershipConrado  Morlan

VP  Opera,ons  &  SupportJoseph  Carson

VP  Educa,onKathy  Bailie,  PMP

PMI Dallas 2015 Annual Report

24

Past Presidents

2014-­‐  2015  Larry  Johnson,  PMP2010-­‐  2014  John  T  Cole,  PMP  2006-­‐  2009  Dwaraka  Iyengar,  PMP  2003-­‐  2005  John  C  Bailey,  PMP  1999-­‐  2002  David  J  Lanners,  PMP  1997-­‐  1989  Ann  R  Miller,  PMP  1995-­‐  1996  Mark  G  Bruno,  PMP  1993-­‐  1994  David  D  Reinmuth,PMP  1990-­‐1992  David  L  Pells,  PMP  1989-­‐  1990  Stan  Irvin  1987-­‐  1988  A.  Ma]  Piazza,  PMP  1986-­‐  1986  Richard  E  Walz,  PMP  1985-­‐1985  Henery  S  Bowles  1984-­‐  1984  Richard  E  Walz,  PMP

PMI  Dallas  ChapterP.O.  Box  251231

Plano,  Texas    75025www.pmidallas.org

PMI  Dallas  COTY  TeamDwaraka  Iyengar,  PMPAndrea  Carter,  PMPStacy  Hollingsworth,  PMP