fy13-14 pmi monterey bay annual meeting and member orientation march 20, 2014 bill wiltschko
TRANSCRIPT
FY13-14 PMI Monterey Bay Annual Meeting
andMember Orientation
March 20, 2014Bill Wiltschko
Agenda
Annual Meeting
PMI Certifications – getting one, keeping one
PMI Training and events
Volunteers and volunteering
Board Election Info
Page 2
Annual Meeting
Introduction of OfficersMembershipFinancialsEducationElectionsNew BusinessAdjourn
Page 3
Chapter Officers
Gail Farmer [email protected] Deborah Gay-Rigaud [email protected] Barbara Lang [email protected] Pedersen [email protected] Barbara Senft [email protected] Mary Towne [email protected] Bill Wiltschko [email protected]
Page 4
Membership 2013-2014
STATUS• For 2013-2014 as many as 100 members• As of march 2014 currently 98 members • Members with PMP certification – 61
GOALS• Increase chapter membership to 110 members• 80 percent membership with PMP certification
Page 5
Financial Report 2013January 1 to December 31, 2013
Summary
Beginning Balance $5,787.91
Increase January - June $2,149.54
Increase July - December $861.90
Ending Balance $8,799.35
Total Increase 2013 $3,011.44
Minus $1000 ($1,000.00)
Actual Increase $2,011.44
Chapter Offered 22 Education Events
2013-2014
• Project Management – Contract Management Interface
• PMI-ACP® Certification 3-day Boot Camp• Where project and the ITIL framework meet?• Robust Performance Improvement: Use or Abuse? • A Holistic Approach to Change Management• MS Project Advanced Hands-On Scheduling• MS Project Foundations of Scheduling• Project Critical Success Factors
Board ElectionMay-June
• Term of Office: July 1 – June 30– Except President (3 years as -elect, current, past)
• Ballot by email or SurveyMonkey• Must be member of PMI and PMI Monterey Bay• Please consider a run for office!
Page 8
New Business
Adjournment
PMI Membership
Page 11
MEMBERSHIP FEES Individual MemberPMI membership USD $129 to join (plus USD $10 application fee)USD $129 to renew Chapter membership USD $30 Monterey Bay Annually
Student MemberPMI membership USD $32 to join USD $32 to renew Chapter membership USD $10 Monterey Bay Annually
Retiree MemberPMI membership USD $65 to renewChapter membership USD $30 Monterey Bay Annually
PMI Certifications
Page 12
Certified Associate in Project Management (CAPM)® PMI Agile Certified Practitioner (PMI-ACP)® PMI Scheduling Professional (PMI-SP)® PMI Risk Management Professional (PMI-RMP)® Project Management Professional (PMP)® Program Management Professional (PgMP)®
www.pmi.org/Certification.aspx
Companies ask for PMI certifications when they hire
Project Management Professional (PMP)-Eligibility Requirements with Four Year Degree
Page 13
• A four-year degree• At least three years of project management
experience• 4,500 hours leading and directing projects (auditable)• 35 hours of (approved) project management
education (~$1200) – but there is an alternative
• Pay another $400• …and pass a really hard exam
PMP® Certification Exam Preparation Techniques -Patrice A. Bell, PMP®
Page 14
An assumption is your application has been approved by PMP®. 1. Set aside a time and a place to study every day and stick to the schedule. It will help you focus. 2. Determine your pace to: read, review, and test on each chapter of your chosen study guide. I purchased and read both Kim Heldman and Rita Mulcahy’s guides. Kim’s content is closer to PMBOK® but Rita’s guide has exercises in addition to tests. 3. Once you determine your pace you can calculate how long it will take you to finish the study guide(s). 4. Develop a memorization technique as you read the study guide(s). I created index cards. 5. Once you have finished reading the study guide(s) and taking the quiz at the end of each chapter, take the written practice test(s) at the end of the guide(s). If you achieve a score of 70% or above, continue. 6. Use written practice tests from other sources focusing on content.
a. Create a blank answer sheet you can use for retaking written tests, if needed. b. Use practice tests for PMBOK version 5. c. I printed and practiced the following on paper: i. http://www.headfirstlabs.com/books/hfpmp/hfpmp_ch15.pdf ii. http://www.oliverlehmann.com/contents/freedownloads/ 175_PMP_Sample_Questions.pdf
iii. There are other practice tests, but did not seem accurate. There may be newer tests. iv. At this point you should score at least 80%.
There’s more on www.pmi-mbay.org
Maintain Certification
1. PMI-Monterey Bay offers PDUs via:1. Breakfast and dinner meetings2. Be a presenter3. Volunteer
Page 15PMI PDU orientation Claiming PDUs
PMI Monterey Bay Events
• Breakfast meeting – pure networking, news of upcoming events, job information
• Dinner meeting – presentation on project management topic
• MS Project training, beginning and advanced• PMP training – different kinds, in development• PMP study group – in development
Page 16
We put our events on Meetup.comwww.meetup.com/PMI-MontereyBay/
--as well as our websitewww.pmi-bmay.org
Volunteering
• Volunteers make the chapter work• Elected officers– President (past, present, future), VP Admin, VP
Finance, VP Membership, VP Programs
• Appointed officers– VP Marketing, VP Education
• Other (invent your own title)– Event coordinator, volunteer educator, marketing
coordinator
Page 17pmi-mbay - about volunteering
Elected Officers
• President – Encourage, encourage• VP Finance - money• VP Admin - records• VP Membership – encourage and attract
members• VP Programs – plan dinner presentations and
education
Page 18
Leadership Training
• Training and mentoring is crucial in order to be good resources for our members– Region 7 Mentor (Tony Appleby)– Leadership Institute at PMI Congress (past locations:
Vancouver, BC, New Orleans)– Region 7 Leadership Institute (Past locations: Hawaii,
Santa Clara, Las Vegas)– PMI.org gives us money to send people to this
training, and the chapter pitches in as well.– (opinion) We need to send more people
Page 19
PMI – 2013 LEADERSHIP INSTITUTE MEETING
Page 20
PMI – 2013 LEADERSHIP INSTITUTE MEETING
Page 21
Founder – James R. Snyder. One of five founders of PMI.
Past President, Chairman, Volunteer Executive Director,
headed up Special Interest Groups and founded
Delaware PMI Chapter.
Oh, and Robin, who we forced to go to New Orleans…
Links
PMI www.pmi.orgPMI certifications www.pmi.org/Certification.aspxPMI-Monterey Bay www.pmi-bmay.orgPMI-Monterey Bay Meetup www.meetup.com/PMI-MontereyBay PMI-Silicon Valley www.pmisv.org
Bill [email protected] 596-5073
Page 22
Sponsorship• We get a little help from our friends
– Logo with a link displayed on home page and sponsor page– Company description displayed on sponsor page– Cost is $240 for 12 months presence– Event Sponsorship $50 per evening event– Contact [email protected].
Page 23
Financial Report 2013
Jan Feb Mar Apr May Jun
IncomeDeposit from meetings $100.00 $110.00 $90.00 $100.00 $90.00 $90.00
PMI Membership $170.00 $370.00
Workshop Income $1,894.50 $1,007.93
PMI Membership $180.00 $210.00
PMI Conferences $1,000.00
Expense Postcards ($163.61) ($31.26) ($64.17) ($37.53)
Member Conference ($315.57)
PostcardsMember ConferenceDreamhost (PMI Website) ($119.40)
Workshop Expenses ($537.70) ($1,918.00)
Speaker Expenses ($75.65)
Jul Aug Sept Oct Nov Dec
IncomeDeposit from meetings $110.00 $100.00 $90.00 $90.00 $50.00
PMI Membership $180.00 $280.00 $180.00 $120.00 $300.00 $210.00
Workshop Income $1,547.33 $1,361.33 $200.00
PMI Conferences $1,000.00
Expense Postcards ($55.46) ($230.46)
Member Conference ($666.00) ($333.00) ($300.00)
Tarpy's Christmas Meeting ($500.00)
Workshop Expenses($2,453.18
) ($67.98)
Insurance ($200.00)
Speaker Expenses ($75.00) ($75.68)
Financial Report 2013