pmi amazonia chapter · pdf file• petrobras • souza cruz ... 3. swot analysis...

PMI Chapter Development – PMI Amazonia Chapter Reorganization

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PMI Amazonia Chapter

Reorganization

Multi-Year Business Plan

2015


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Content1. EXECUTIVESUMMARY___________________________________________________ 32. COMMUNITYENVIRONMENTALANALYSIS___________________________________ 42.1 COUNTRYOVERVIEW___________________________________________________________ 4

2.1.1 PoliticalEnvironment_____________________________________________________ 42.1.2 EconomicTrendsandOutlook______________________________________________ 42.1.3 CurrentPolicies__________________________________________________________ 5

2.2 PROJECTMANAGEMENTENVIRONMENTOVERVIEW__________________________________ 52.2.1 BasicStateofProjectManagement_________________________________________ 52.2.2 SignificantEmployersintheAreabyIndustry__________________________________ 52.2.3 Universities/Colleges_____________________________________________________ 62.2.4 OtherPMOrganizations__________________________________________________ 62.2.5 OtherAssociations/Organizations/GovernmentAgencies________________________ 6

2.3 PMIENVIRONMENTOVERVIEW___________________________________________________ 72.3.1 PMIMembership________________________________________________________ 72.3.2 PMICredentialHolders___________________________________________________ 72.3.3 OtherPMIChapters______________________________________________________ 72.3.4 PMIRegisteredEducationProviders(REPs)____________________________________ 7

3. SWOTANALYSIS________________________________________________________ 74. CHAPTERORGANIZATIONANDGOVERNANCE________________________________ 9

4.1 ORGANIZATIONSTRUCTURE_____________________________________________________ 94.2 GOVERNANCESTRUCTURE_______________________________________________________ 9

5. PLANFORVALUEDELIVERY_______________________________________________ 95.1 COMMUNITYDEVELOPMENT____________________________________________________ 9

5.1.1 Plantoattract,developandretainchaptermembers___________________________ 95.1.2 Plantorecruit,developandretainchaptervolunteers__________________________ 105.1.3 Plantocollaboratewithorganizationsand/orcloselyrelatedcommunities_________ 11

5.2 CHAPTERKEYOBJECTIVES______________________________________________________ 125.2.1 Year1Priorities_________________________________________________________ 125.2.2 Year2Priorities_________________________________________________________ 125.2.3 Year3Priorities_________________________________________________________ 12

5.3 OPERATIONSANDMETRICS_____________________________________________________ 135.3.1 ChapterMembershipMeetingsandEvents___________________________________ 135.3.2 ChapterBoardElections__________________________________________________ 135.3.3 BoardBusinessRequirements______________________________________________ 135.3.4 Website_______________________________________________________________ 145.3.5 Communications_________________________________________________________ 145.3.6 Recognition_____________________________________________________________ 145.3.7 MemberIntroductionandBenefitsPackage___________________________________ 145.3.8 LeadershipInstituteMeetingAttendance_____________________________________ 145.3.9 LeadershipTransitionandOrientationPlan___________________________________ 15

5.3.10 StrategicPlanning_______________________________________________________ 155.3.11 ChapterExtendedServices_________________________________________________ 15

6. BUDGET_______________________________________________________________ 16ANNEX________________________________________________________________________ 17


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1. ExecutiveSummaryPMIManausBrazilChapterhasbeendevelopingover12yearsofferingbenefits toourmembersandalsofosteringanddevelopingprojectmanagementculturetoourcommunity.Thepurposeofthis document is to request the PMI’s approval in order to re-charter the PMI Manaus BrazilChapter (PMI-AM) as a chapter with branches and extend our limits to the Legal Amazon Areawhich is officially designated to encompass all seven states of the North Region (Acre, Amapá,Amazonas,Pará,Rondônia,RoraimaandTocantins),aswellaspartofMatoGrossointheCenter-WestRegionandmostofMaranhãointheNortheastRegion.However,sincetoMatoGrossohasaPMIChapterwichextendsupporttoTocantinswithabranchPMIAmazoniaChapterwillhave6of9statesofLegalAmazonArea:Acre,Amapá,Amazonas,Pará,RondôniaandRoraima.It’srelevanttomentionthatthosestatesareverysmallcomparedtotherestothecountry,whichallowsPMIManaus to give support to all of them. To integrate theentire communitywealsowould like tochangetheChapter’snamefromPMIManaus(thecity)BrazilChaptertoPMIAmazonia(thestate)Chapter (PMI Amazonia Chapter) that will provide support to all states in an unique chaptercoveringallBrazilian’sAmazonrainforest.Torepresentthisnewcommunitywealsohavedesigneda new logo that represent our fauna (macaw), flora (Rosewood’s leaf) and people and ProjectManagement&Education(pencil)coexistingtodeveloptheAmazoniaRegion.Thenewlogo:

UntilthismomentourgeographicallimitsisAmazonstateandfromthispointonwewouldliketo provide support in creating awareness of the importance of ProjectManagement to theAmazon Legal area, that is the largest socio-geographic division in Brazil that containing 9states in the Amazon basis, this region was created in 1948 based on studies of BraziliangovernmentonhowtoplantheeconomicandsocialdevelopmentoftheAmazonregion.Ourgoalsare:

• TobringawarenessofPMItoareasandstateswithoutPMKnowledge;• Tofosterprofessionalismintheprojectmanagement;• To create strategic allianceswith companies, universities, educationproviders,NGO,

Federal, State andMunicipalityGovernments to develop the culture and practice ofprojectmanagement;

• TofosteranddevelopPMI®EducationalFoundationactivity;


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• To provide a recognized forum for the free exchange of ideas, applications, andsolutionstoprojectmanagementissuesamongitsmembers,andotherinterestedandinvolvedinprojectmanagement;

• Toincreasethemembershiprate;• Tooffereducationalactivities,seminaryandcongressintheseareas;• Toincreaseawarenessintheprojectmanagementprofession;• TopromotePMI®ProfessionalCertifications;• TopromotenewR.E.Pinthesestates.(IwouldnotsaythatwayIcancreateaconflict

ofinterest.Iwouldstatelikethis:• TocreatepartnershipwithcurrentandnewR.E.P’s in the region toprovidevalue to

members.Thereisarealneedformanagingprojectwithmoreprofessionalisminthisarea.InthefirstmomentPMI-AMwilldevelopstrategicalliancesandcreateastrongfoundationtolaterstartto,developnewbranchesaccordingtoneedandmaturityofeachstateorregion.WiththatwewillbeabletosupportournewmembersthatwillbeapartofthisnewAmazoniachapter.

2. CommunityEnvironmentalAnalysisThePMIAmazoniaChapter It isofficiallydesignated toencompassall six statesof theNorthRegionandonestateofNortheastRegion(Acre,Amapá,Amazonas,Pará,Rondônia,Roraimaand Maranhão), that belong to Legal Amazon (Amazonia Legal). It is a region of5,016,136.3Km2witharound24millioninhabitants,intheotherwords59%ofBrazilispartofAmazoniaLegalbutonly12,34%oftheBrazilianpopulationlivesthere.TheadministrativeunitwasinitiallyestablishedbyFederalLawNº5173(art.2).

State Population HDI GDP GDP%Acre 733,559 0,663 R$8bn 0,2%Amapá 669,526 0,708 R$8bn 0,2%Amazonas 3,483,985 0,674 R$59bn 1,6%Maranhão 6,574,789 0,639 R$45bn 1,2%Pará 7,581,051 0,646 R$77bn 2,1%Rondônia 1,562,409 0,690 R$23bn 0,6%Roraima 450,479 0,707 R$6bn 0,2%TOTAL 21,055,798 - R$226bn 6,1%

Table1:DemographicSummaryofAmazoniaLegalSource:DemographicCensus-IBGE2010.

2.1 CountryOverview2.1.1PoliticalEnvironment


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TheAmazon Legal area has been focusedon several investments by FederalGovernment tocontribute with Brazil’s development that includes two new hydroelectric companies, newfactories,newuniversities,infrastructureworksandenvironmentalpolicies.2.1.2EconomicTrendsandOutlookOurregionhasawarmmarketwithagrowingdemandandadiversityofresourcethatincludesproductsandservicesinalleconomysectors:

• Commercialagriculture:Besidessoybeans,otherverycommoncropsintheregionarerice,guaraná,cassava,cocoa,cupuaçu,coconutandpassionfruit.

• Livestock• Extractive• ExtractiveAnimal

• Industry:Bio-industry,miningandmetallurgicalindustry,navalindustry,Intensive

industry(recycling,leather,textiles,clothingandfurnituremaking,foodindustry.• ManausFreeTradeZone• Energy:Hydroelectricandthermoelectriccompanies• Tourism&Eco-Tourism

2.1.3CurrentPoliciesTheNorthRegionhasbeengrowingconsistentlyoveryears,thedemographiccensuspreparedbyBrazilianInstituteofGeographyandStatistics–IBGEshowsthattheNorthRegionpopulationrateshasincreasedanditistwicethenationalaverageduetoopportunitiesandjobsoffersasthelargestofBrazil(NorthRegion:2,09%|NationalAverage:1,17%).TheorganizationsareapproachingthePMI-AMchaptertoidentifyopportunitiesanddevelopthecultureofprojectmanagement;itcancontributetoourdevelopmentaschapter.

2.2 ProjectManagementEnvironmentOverview

2.2.1 BasicStateofProjectManagementIntheNorthRegionwehaveabouttwothousandprofessionalsworkinginprojectmanagementarea.

• Acre:20professionals|Governsector,Privatesector• Amapá:30professionals|Governsector,Privatesector• Amazonas:650professionals|Governsector,Privatesector• Maranhão:300professionals|Governsector,Privatesector• Pará:800professionals|Governsector,Privatesector• Rondônia:20professionals|Governsector,Privatesector• Roraima:20professionals|Governsector,Privatesector• Tocantins:30professionals|Governsector,Privatesector


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2.2.2 SignificantEmployersintheAreabyIndustry• Coca-Cola• Samsung• Procter&Gamble• HarleyDavidson• ValeS.A.• HondaMotors• YamahaMotors• Nokia• Microsoft• Sony• NCR• Panasonic• LGEletronics• Recofarma• AmBev• Lenovo• Petrobras• SouzaCruz• ToyotaBrasil• AluNorteMineração• CimentosNassau• AlbrasMineração• MIneraçãoRiodoNorte• 3M

2.2.3 Universities/CollegesIntheregionhasbeenIdentifiedthemainuniversities/collegesoperatingarea,inwhichsomearticularlythosethatcurrentlyoffersprogramsinprojectmanagement.

• AmazoniaUniversity(UNAMA)• AmazonStateUniversity(UEA)• ParaStateUniversity(UEPA)• AmazonFederalUniversity(UFAM)• ParaFederalUniversity(UFPA)• RondôniaFederalUniversity(UNIR)• AcreFederalUniversity(UFAC)• AmapáFederalUniversity(UNIFAP)• RoraimaFederalUniversity(UFRR)• Andotherprivateuniversitiesandcolleges.


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2.2.4 OtherPMOrganizationsThereisnopresenceofanyotherorganization.2.2.5 OtherAssociations/Organizations/GovernmentAgenciesThereisnopresenceofotherprofessionalassociations,member-basedorganizationsorgovernmentagenciesorprogramsthatcouldpossiblyprovidedirectorindirectcompetitionwithalocalPMIchapter

2.3PMIEnvironmentOverview2.3.1. PMIMembershipandChapterMembership2.3.2. Basedonwhattheseprojectionsweredone?

• 2015:133members• 2018:200members• 2020:350members

2.3.3. PMICredentialHolders

Year PMPCount

CAPMCount

PgMPCount

RiskCount

SchedulingCount

AgileCount

PfMPCount

2015 28 1 1 1 2018 40 10 1 12020 60 15 2 2 2 2 2

2.3.4. OtherPMIChaptersTheChapterworkedtogetherwithPMI-DFChaptertodevelopworkshopandtraining,alongsidePMI-GOChaptertodevelopPMIEducationalFoundationactions.Innearfuture,wewillstartcollaborationwithPMISantaCruzBoliviaChaptertopromotevolunteersexchangeprogram.

2.3.5. PMIRegisteredEducationProviders(REPs)Inourregion,atthemomentthereisnoR.E.Ps.WiththeincreaseoftheprofessionweseeformationofREPsinthenearfutureandwelookforwardtoworkwiththemtoprovidevaluetoourmembers.

3. SWOTAnalysis

Strengths,Weaknesses,Opportunities,andThreatsAnalysisStrengths PMIAmazoniaWhatareyourbusinessadvantages?

FirstanduniquePMIChapterintheAmazonRegionOurBoardhasenoughexperienceindevelopprojectandbusinessClosecontactwithUniversitiesandCollegesStrongpositiveimpactofPMIBrand


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Whatareyourcorecompetencies?

Teammulti-displinaryandcohesiveOurBoardistotallydedicatedtothedevelopmentoftheChapterTotalDedicationtoPMIefactionsAoptimistCultureofachievingbiggoalsdreamingbigAbilitytotakeandmanagebigrisks

Whereareyoumakingthemostmoney?

Events,like:WorkshopsCongressTraining

Whatareyoudoingwell? EventsPMIefActionsApproachwithUniversitiesandColleges

Weaknesses

Whatareasareyouavoiding?

LackofsupportfrompastboardsFailtoholdseveralsmallnetworkingeventswithmembersduringtheyear

Wheredoyoulackresources?

Humanresources(volunteers)FinancialresourcesPartners/Sponsorship

Whatareyoudoingpoorly?

Failtokeepcontinuityofmarketingactions

Whereareyoulosingmoney?

Bynotreaching100%ofthetargetaudienceinourbigeventsduetothelocalcultureofparticipants,wheretheparticipantsarenotusedtoinvesttheirownmoneyoneventslikethese.Theyusuallyrelyonthe,tohavesponsorshipoftheircompaniesforparticipationinevents.

Whatneedsimprovement?

Showmembershipvaluesomembersbecomemoreinteresttojoinandattendourevents.IncreaseChapter'svisibilityinourcommunityandwithotherChapters.InregardingotherChapters–itsshowingthatthecommunityisstrongenoughandincludethemintheparticipatingmore.Promoteandholdonlineeventslikewebinars,coursesandetc.IncreaseparticipationoftheChapterBoardmembersinallPMIevents.

Opportunities

Anybeneficialtrends? StrategicallianceswithCompanies,Government,NGOs,Universities,CollegesandResearchCenters.NocompetitioninourplantoexpandtheterritoryExistenceofgroupsinBelem,Santarem,TapajosandPortoVelhotobeassistedbyPMIChapter.TheAmazonLegalAreaisregulatedbylawandthereareincentivesforR&DinvestmentLargecompaniesthatworkwithPMintheregionLackofeducationalactivitiesinPMatElementaryandJuniorHighSchool

Newneedsofcustomers?

HighdemandforMBAclassesandcertificationsinPM.

Threats


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Obstaclestoovercome? Culturaldifferencesbetweenthestates,wherethechapterwillhavetoworktounderstandthedifferencesandlearnthebestwaytoapproachandcreateawarenessoftheprofessioninthatparticularregion..

Negativeeconomicconditions?

Loweconomicbias(2015/2016)

4. ChapterOrganizationandGovernance

4.1 OrganizationStructure• NewOrganizationStructure:ThePMIAmazoniaChaptershallbegovernedbyaBoard

ofDirectors(Board)andthisBoardshallconsistforatleast3officerselectedbythemembershipandshallbemembersingoodstandingofPMIandofthePMIAmazonia.IfnecessarytheBoardelectedbymembershipcancreatemoreofficerspositiontosupportchapter’sdevelopment.

o OfficialOfficerpositionstobeelectedbymembership:§ President§ VPofAdminisitration(VPA)§ VPofFinancial(VPF)§ VPofBusiness&Branches(VPBB)

o OfficerspositionallowedtobecreatedbyBoardthenelectedbymembership:§ DirectorofPrograms§ DirectorofPartnership§ DirectorofOperations§ Andothersmanagerspositions,ifnecessary.

4.2 GovernanceStructure

President

ChiefFinancialOfficer

DirectorofPrograms

DirectorofOperavons

DirectorofPartnerships

VPofAdminsitravon VPofFinance

VPofBusiness&Branches


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5. PlanforValueDelivery5.1CommunityDevelopment5.1.1. Plantoattract,developandretainchaptermembersValueproposition

• Promoteawidedialoguewithprivateorganizations,universities/collegesandpublicorganizationstoexplaintheneedsandbenefitsofprofessionalprojectexecution.

• Promotelecturesaboutthevalueofprojectmanagementprofession.• Developstrategicallianceswithprivatecompaniestoprovideprojectmanagetraining

opportunitiesandincreasethecapacityofmanpower.• PromotePMI®Certifications(CAPM®,PMP®,PgMP®,PMI-ACP®,PMI-RMP®,PMI-SP®).• Developandkeepefforts,soorganizationsthathavebeeninterestedinpreviousPMI

havetheopportunitytoreturn,ofchapterinitiativesandencouragePMP®certificationholderstopursuePMI®membership.

• StructurePMIAmazoniaChapterinordertosupporttheregionaldevelopment,creatingnewBranchestogivemoreattentionandinformationforcommunitiessurroundtheareafromManaus.

MembershipAcquisition

• AnnualInternationalSeminaryaboutProjectManagementandLeadership:thatwasheldin2015andmore10peoplerenewedormadethemembershipinthisevent.

• BuildaMentor-MenteeProgram(MMP):ToimprovePMandLeadershipskills.• Hostingprojectmanagementworkshopsandactivities.• Offeringawardsandscholarships.• Socialnetworkingevents.• PMIEFevents.

MembershipRetention

• Keepcontinuousfeedbackthroughsatisfactionsurveyandneededresearch.• HelpmemberstoimprovetheirPMskills.• Improveourcurrentlymarketingplan.• Elaborateavolunteeringdevelopmentandrecognitionplan.• Networkingandprofessionalevents.• CreateagrouptoelaboratethebestpracticesinPMinourregionduetoourregional

difficulties.• EducationeventsinPMI®GlobalStandards.• Professionaldevelopmentthroughmonthlymeetings.

5.1.2 Plantorecruit,developandretainchaptervolunteersVolunteerAcquisition

• MakepartnershipwithuniversitiesandprivatecompaniestocommunicateaboutChapteractions.


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• ProvideawarenessandvisibilitythroughthePMIVolunteerRelationshipManagementSystem.

• Makeeventstopromotenetworking,knowledgeandadvantagesofbeingaPMImember.

• ReceivethejobsopportunityinPMareabeforethemarketthroughChapter’sagreementwithcompanies.

VolunteerDevelopment

• Createcommitteestodevelopactionsregardingprojectmanagementstudiesandresearch.

• OpportunitytoleadandparticipateinChapter’sprojectsandevents.• Opportunitytoimprovetheirprojectmanagementskillsthroughvolunteerservice.• Opportunitytomayincreasetheirleadershipskillsthroughtraining,newexperiences

andChapter’sprojects.VolunteerRetention

• Continuousfeedbackthroughmeetingofvolunteerstoassesssatisfactionandneeds.• Opportunitytoservethecommunityinleadingpositions.• Continuousmentoringandcoachingprogram.• Complimentsandpublicrecognitionoftheirworkthroughawardsandappreciation

duringChapterevents.5.1.3. Plantocollaboratewithorganizationsand/orcloselyrelatedcommunitiesOtherNon-ProfitOrganizations/AssociationsThechapterisworkingwithanothernon-profitorganizationcalledSokaInstitutetodevelopenvironmentprojectsandalsoco-hosteventstoincreasemeetingattendanceandvaluedelivery.PMIRegisteredEducationProviders(REP)ThechapterwilllooktotheexistingPMIR.E.Psintheareatodeveloppossiblepartnershipsforthebenefitofitsmembers.AcademiaTheChapterplanstoincreaseactionstoestablishingpartnershipandformalagreementtermsofcollaborativeworkinordertospreadandevaluatePMknowledgeandPMprofession.

• Thechapterplantoorganizelecturers,events,seminars,workshopsinPMareawithineducationalinstitutions;

• Seek partnerships with universities that have courses and/or disciplines related toProjectManagement;

• Participateinevents/meetings/forumsoftenpromotedbyeducationalinstitutions;• Share PMI’s academic resources and promote PMI and chapter membership to the

faculty.CorporationThe Chapter plans to increase the actions to promote PM knowledge and PM profession inIndustries and companies and will increase the actions to organize Project, program, andportfoliomanagementseminarsforthePMImemberandpractitionersinorganizations.


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Government• TheChapterplans topromotePMskills,PMprofessionandhelp inGovernmentand

social responsibility actions, especially in planning government projects, budget andmanagement.

• The Chapter plans to participate in the economic development plan to the StateswithintheLegalAmazoniaArea.

• TheChapterplans toorganizeProject,program,andportfoliomanagement seminarsforthePMImembersandpractitionersingovernmentagencies.

5.2 ChapterKeyObjectivesFor the2016, thepriorities are focusedondeveloping the structureneeded tooperatewithbranches, adding value to members and establish a strategic alliances with companies,universities, education providers, NGO, Federal, State and Municipality Governments todevelopthecultureofprojectmanagement.Thissectionshouldalsoincludeatleastonepriorityperyearforeachchapterboardfunction.

5.2.1 Year1Priorities

• Developthepolicies,procedures,communicationmaterials,presentationsandallthe

materialneededforawellfunctionedchapterthatcanbeextendedtobranches;• Attractandrecruitnewmembers;• KeepagoodlevelofeventsandPMinitiativestoaddvaluetomembers;• Promotion of courses related to Project Management, considering a good level of

discountstoPMImembers;• Promotelectures,seminars,mentoringtomembers;• Bi-monthlymeetings;• Monthlyhappyhours;• OpportunitiesofvolunteeringinPMinitiatives;• SupportmemberstoobtainPMICredentials.


• Identify potential R.E.P. companies and/or motivate people in the field to start the

R.E.P.process;creatingacollaborativeenvironmentwithR.E.P.s;• Contact ahighernumberof Institutionsandestablishadditional allianceswith those

interested;• Organizeand foment theestablishmentofnetworkinggroups in some specific areas

more;• Attract,recruitandmaintainnewmembers;• KeepagoodlevelofeventsandPMinitiativestoaddvaluetomembers;• Promotion of courses related to Project Management, considering a good level of

discountstoPMImembers;• Promotelectures,seminars,mentoringtomembers;


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• Bi-monthlymeetings;• Monthlyhappyhours;• OpportunitiesofvolunteeringinPMinitiatives;• SupportmemberstoobtainPMICredentials.


• DevelopacommunicationplantotheawarenessofPMI,PMIAmazoniaChapterand

Local Branches together to companies, universities, education providers, NGO,Federal, State and Municipality Governments to develop the culture of projectmanagement;

• Attract,recruitandmaintainnewmembers;• KeepagoodlevelofeventsandPMinitiativestoaddvaluetomembers;• Promotion of courses related to Project Management, considering a good level of

discountstoPMImembers;• Promotelectures,seminars,mentoringtomembers;• Bi-monthlymeetings;• Monthlyhappyhours;• OpportunitiesofvolunteeringinPMinitiatives;• SupportmemberstoobtainPMICredentials.

5.3OperationsandMetrics

5.3.1 ChapterMembershipMeetingsandEventsPMIAmazoniawillhold:

• Seminarsoreventswillbedistributedineachquarteroftheyeartomeettheneedsofourmembers. Through a research done by the chapter we identify themost desirelocationsbeforeplanningtheagendaofeventsfortheyear.Theeventsusuallylastforthreedays.

• Businessmeetingsareheldtwiceamonth.Thestrategicplanningforthecomingyearisconductedinthe lastthirdquarteroftheyear,with inputsfromallofthepreviousmeetings.

• A happy hour meeting will be conducted monthly to recognize members who arejoiningorrenewingtheirmembershipwithchapter.

5.3.2 ChapterBoardElectionsTheChapter Board Elections is conducted every three years. The PMIAmazonia president isresponsible for Interviewing and checking eligibility of prospective chapter officers and forreviewingandensuringcomplianceofchapterdocuments.The Chapter Boardmakes the necessary communicationwithmembers and coordinates theballotingprocess.

5.3.3 BoardBusinessRequirements


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TheBoardmust ensure and check the eligibility of actual and prospective Chapter’sOfficersaccording to the Chapter’s governing documents and any other documentation required byPMIGOC.Ineachmeeting,oneoftheChapter’sOfficersisresponsibleforcreatingtheminutesmeeting,whicharedigitallystoredinthechapterdocumentstoragefolders.TheVPofFinance&Administration is inchargeofplanning, trackingandreportingexpensesaccordingtoanyfinancialauditrequirements.Allchapters’expensesmustbereportedtotheChiefFinancialOfficer.5.3.4 WebsiteTheChapterhasawebsite(www.pmiam.org),whichisupdatedweekly.Thewebsitecontain:

• Contactinformationformembershipinquiries• Informationaboutchaptergovernanceandleadership• Informationaboutupcomingevents• Advertisingopportunitiesandsupportingpolicy/process• NewsrelatedtotheProjectmanagement• InformationaboutthestrategicplanChapter• InformationaboutPMICredentials• LinkstodownloadpresentationsusedontheeventpromotedfortheChapter• Photostotheevents• Serviceandprogramoverviews/descriptions• LinktoFacebookChapter• LinktoPMI.org• QuickRenewButton

5.3.5 CommunicationsPMIAmazoniaChapterwillcommunicatewithmembersatleast10timesannuallydeliveringthiscoreservice,includingconsiderationsforthefollowing:

• Newsletters:Thechapternewsletterissentquarterly.It’scontentcontainstechnicalarticles,PMInews,notificationsofupcomingevents(courses,seminarsorcongresses)andthebenefitsofbecomingamemberoracertifiedprofessionalbyPMI.

• Membershipexpiringreminders:Monthly,thememberswhohavetheirmembershipexpiringarenotifiedbyemailsentbytheMembershipDirector.Thisfunctionwillcontinueinthechapterscope,butitwillbetransferredtotheDirectorofOperations.

• Notificationsofupcomingevents:Alleventsarecommunicatedtomemberseverytwoweeksafteritsconfirmation,evenifittheeventinformationwassentinthequarterlynewsletter.

5.3.6 RecognitionEach month the Chapter delivers a online Newsletter for all members and subscribers,containing interviews with credential holders and members and articles about ProjectManagementareasofknowledge.TheNewsletteralsocontainsadvertisingspacesforChaptersponsorsandsupportingfirms.Ifdesired,newmembersarelistedontheNewsletter.


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5.3.7 MemberIntroductionandBenefitsPackageNewmembers receive,as soonas theyenroll in theChapter,apersonalizedwelcomee-mailsignedby theChapterPresident, containing informationaboutall thebenefitsPMImembershave, including Leverage PMIMarketing Portal, and inviting them to visit PMI AM website,whereit’spossibletofindfutureChapter’seventsandcheckallthediscountsthatonlyPMIAMmembershave.5.3.8 LeadershipInstituteMeetingAttendanceEvery year theChapter sendsa leader toaPMI Leadership InstituteMeeting (LIM).OnevenyearstheleaderwillattendtotheLATAMLIM,andonoddyearstheleaderwillattendtoanyLIM(EMEA/NorthAmerica/AsiaPac)Chapter’sDirectors,especiallythosewhohaven’thadtheopportunitytoattendpreviousmeetings,willhavethepreferenceonrepresentingtheChapterontheseevents.Ifthereisn’tanyDirectoravailabletoattend,theleaderwillbeselectedbyhisorherparticipationonvolunteeractivities.Andifnooneiseligible,theleaderwillbeselectedbydrawinglots.TheselectedmemberwillbeabletousePMI’stravelgranttocoverpartofthecosts.

5.3.9 LeadershipTransitionandOrientationPlanPMIAmazoniaChapterusesthepolicytodocumentallprocesses.PMIAmazoniauses:

• Businessplan,governingdocuments,transitionplans,successionplans,andchapterpolicymanualsastransitiontoolsfornewleadersandtopreparenewleaders;

• Orientationmeetingfornewchapterleadersandvolunteers;• Identificationofbackupstokeyleadershippositionsintheeventofanemergency

transition;• Developmentoftalenttofillfuturekeyleadershippositions;• LeadershipInstituteMeetingandRegionMeetingattendancefornewchapterleaders.

5.3.10 StrategicPlanningPMIAmazoniaChapterholdstwostrategicplanningmeetingannually.

• ThefirstmeetingistodefineourbusinessplanwiththestrategicinitiativeswithafocusonlocalprojectmanagementcultureandChaptercapabilities;

• Thesecondmeetingweusetoupdateourbusinessplanandtakecorrectiveactionsifnecessary.

5.3.11 ExtendedServicesPMIAmazoniaChaptersalsowishtoofferextendedservicesbeyondtheminimumcorerequirementsoutlinedabove:

• Partnering:DevelopstrategicallianceswithUniversities,CollegesandCompanies.


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6 Budget

Year One Amount

(in local currency) Amount (USD) Comments

Revenue Membership Fees 8,000 2,000 Exchange Rate: 4:1

Sub-Total Membership 8,000 2,000 Programs & Events 40,000 10,000 Certification Trainings 12,000 4,000 Monthly Chapter Meetings 0 0

Sub-Total Programs & Events 52,000 14,000 Other Revenue Co-working with Companies to develop projects 10,000 2,000 Initial Setup Seed money from Chapter Founders 10,000 2,000 Advertisement 10,000 2,000

Sub-Total Other Revenue 30,000 6,000 Total Projected Revenue 90,000 22,000

Expenses Chapter Operations 8,000 2,000 Set-up Expenses 12,000 3,000 Monthly Chapter Meetings 0 0 Travel expenses to PMI Region Meeting and PMI Leadership Institute Meeting 25,000 6,250 Training Course Delivery 4,000 1,000 Website Hosting & Technology Expenses 1,000 250

Total Projected Expenses 50,000 12,500 Balance for the Current Year ending First Year 40,000 10,000 Balance B/F from the previous year

Balance Year Ending 40,000 10,000


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ANNEXAnnex1–PMIRoleDelineationStudyResults

Annex2–PMIChapterExtendedServices

PMI Chapter Extended Services.pdfAnnex3–SampleChapterBudgetTemplate


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Sample Chapter Budget Template.docx

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