pmi essential guide for chapter leaders - welcome to pmi
TRANSCRIPT
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PMI Essential Guide for Chapter Leaders
Anne Jenemann, Chapter Administrator – Region 7
12 April 2013
2 Presentation Title
PMI Discussion Outline
• About PMI
• Chapter Development
– Key Governing Documents
– Chapter Support & Services: Volunteers, Staff,
Programs, Tools, Resources
• Volunteer Support Programs and Services
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About PMI
Our Envisioned Goal
Worldwide, organizations will embrace, value, and utilize
project management and attribute their success to it.
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About PMI
Our Core Values
PMI’s Essential and Enduring Guiding Principles
• Project Management Impact
• Volunteerism
• Professionalism
• Community
• Engagement
“Volunteers and effective volunteer partnerships with staff
are the best way to accomplish the Institute’s goals and
objectives.”
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PMI Chapters
PMI has over 275 chartered and potential PMI chapters globally
supported by:
• Over 3,200 Chapter Leaders
• 21 Region Mentors
• Chapter Member Advisory Group -8 Global Members
• 12 Chapter Administrators
The partnership between PMI staff and volunteers
is critical to PMI’s chapters’ success
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PMI Chapters’ Common Purpose
• Foster professionalism in the management of projects.
• Contribute to the quality and scope of project management.
• Stimulate appropriate global application of project
management for the benefit of general public.
• Provide a recognized forum for the free exchange of ideas,
applications, and solutions to project management issues
among its members, and other interested and involved in
project management.
• Identify and promote the fundamentals of project
management and advance the body of knowledge for
managing projects successfully.
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Chapter Value Proposition
• Serve the networking value that members seek through local
participation
– Professional Development Events
– Career Development opportunities
– PDU opportunities
– Philanthropic events
– Volunteer leadership opportunities
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Key Governance Documents
Non-Profit Corporation Law: Articles of
Incorporation/Registration
Agreement between chapter and local authorities
PMI Charter Agreement
Agreement between chapter and PMI
Annual Charter Renewal in Component System (CS)
http://components.pmi.org/
Chapter Bylaws
Agreement between chapter and its members
Board Policy Manual
Operating Policies/Procedures
Understanding on how chapter board functions
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Key Governance Documents:
Legal Policies and Agreements
• PMI Code of Ethics
http://www.pmi.org/en/About-Us/Governance.aspx
• Chapters may want to consider:
– PMI Conflict of Interest Form
– PMI Confidentiality Form
– Code of Conduct
• Questions and Guidance to Develop Chapter Legal Agreements
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Chapter Leader Support Information
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PMI Region Mentors
• Provide advice, guidance and leadership to PMI chapter leaders
to develop their leadership capabilities and ensure member
value delivery to build strong local chapter
• Assist PMI and chapter leadership annual charter renewals,
Core and Extended Services and related business or
operational plans
• Act as a resource with PMI staff regarding policies and
procedures that enable chapters’ operational success
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Chapter Development Staff
• Structured to support and serve PMI chapter leaders.
• Overarching goal is to increase value of
PMI chapters.
• Network of programs, tools, resources, meetings,
and leaders.
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Strategic Alignment
Chapters align their activities to PMI’s strategic plan
Tools/processes that support alignment:
• Catalog of Core and Extended Services
• Charter Renewal/Annual Chapter Member Satisfaction
Survey
• Chapter Reporting System (New)
• Business Plan for newly forming chapters
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Technical Tools and Resources
• Community Leadership Site
• Staff, Mentors and Volunteers Manage Content
• Access Based on Component System (CS)
• Best Practices, Blogs, Discussions, Guides, News, Links to Forms/Services,
Policies, Templates, Webinars
• http://leadership.vc.pmi.org
• Region Leadership Sites
• Mentor and Volunteers Manage Content
• http://region7.vc.pmi.org; http://region7.vc.pmi.org
• Component System (CS)
• President/Past President Update Officers/Volunteers
• Friday Facts Mailing List from CS
• Chapter Reporting System
• Date Exchange Program (DEP) in CS
• Real time and month-end membership reports
• Support/FAQs
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Chapter Programs and Services
– PMI Insurance Program
– Group Tax Exempt Program
– VoteNet - Election and Balloting Service
– SurveyMonkey – Survey Tool
– AdobeConnect Webinar – Webinar Tool
• New in 2013
-Chapter Web Services
-Chapter Reporting System
-Chapter Guest Pass
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Additional Programs and Services
• Chapter Awards
Program
– End of April Annual
Deadline
– Volunteer Awards
– Peer Committee Review
• Chapter Milestone
Program
– Recognizes & Awards
Anniversary of Charter
Date
• Chapter Tradeshow
Support
– Booths for
Major Meetings
• Speaker Engagement
Request Form
– Board/Executive/SME
Speakers
– At Least 10 Weeks Prior
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Yearly PMI Chapter Administration Schedule
• January/June/December -
Officer/Director Update in
Component System
• January-June -
Review/Update Bylaws
(Suggested every 2-3 years)
• February-March - Charter
Renewal/Strategic Alignment
• January/June/December -
Business Planning/Updating
• July-November - Insurance
Payment (USD $200)
• January/June/December -
Board Transition
• October - NA Leadership
Institute Meeting
• April-Chapter Awards
Submission Deadline
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Chapter Development Resources
• Chapter Conflict Resolution Process
• “Chapter Leaders’ Guide to Transition and
Succession Planning”
• “Chapter Policy Handbook” including required
chapter level policies with recommendations and
templates-reviewed and updated March 2013
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Chapter Formation and Development
• E-mail [email protected] about Community
Formation Process.
– Application and Process Overview at PMI.org
– Chapter with Branches Structure Option
– Facilitated by Chapter Administrator
– Volunteer Steering Team Requirements
Essential Resources for PMI Chapter Leaders
Link to Essential Resources for PMI Chapter Leaders
Community Leadership Site
Volunteer Service Excellence
Volunteer Programs, Services and Leadership
Development
Volunteers and effective volunteer partnerships with staff
are the best way to accomplish the Institute’s goals and
objectives.
- PMI Core Value, Strategic Plan (2011 rev.)
Partnerships an undertaking to do something together, a relationship
that consists of shared and/or compatible objectives and an
acknowledged distribution of specific roles and responsibilities.
National Literacy Secretariat, 1995
Volunteer Programs and Services Department
Volunteer Programs
• Leadership Institute Meetings
• Leadership Institute Master Class and
LIMC Alumni
• Leadership Institute Volunteer
Planning Meeting
• LI Region Meeting Support Program
Volunteer Services
• PMI Learn
• Volunteer Role Studies
• Volunteer Opportunities – Volunteer
Relationship Management System
• Resources, Tools, Templates
• Volunteer Policies and Procedures
• Volunteer Involvement
Volunteer Appointment Committee
(Board Support Committees)
Volunteer Service Volunteer Role Delineation Studies
Objective:
• Develop globally recognized, consistent approach to describe
Volunteer Roles and Responsibilities
Why are the Role Studies important:
• Standardized roles = customized professional development
• Improves your effectiveness as a leader
• Creates a more efficient recruitment, orientation and transition process
• Develop resources, tools and templates, easily identified and aligned
with globally recognized roles
83% of our chapters are likely to adopt the roles
Chapter Volunteer Role Data: Roles Defined
• VP of Professional
Development/ VP Education
• VP of Finance/Treasurer
• VP Marketing
• VP Membership/ VP of
Member Services
• VP of Volunteers
• President
• Past President
• VP/ President Elect
• VP of Governance & Policy
• Secretary
Available on PMI Learn and in your bag
Title 2011 PMI Role Delineation Results
PMI Learn
Online learning management system that delivers educational content to PMI
volunteer. Through PMI Learn, leaders can access a wide array of resources
including online courses, documents and presentations. ---- [email protected]
Volunteer Relationship Management System (VRMS):
How Volunteers Get Involved
Welcome to VRMS: Volunteers
Volunteers can:
• Create and maintain
their service history in
one easy place
• Search and apply for
global and local
opportunities
• Apply online, see
applications in
progress
Welcome to VRMS: Chapters
Coordinators can:
• Create, post and manage
opportunities
• Review applications,
profiles, resumes
• Search for interested
volunteers
• Utilize tools and templates
• Receive reports on service
history and interest
VRMS Enhancements and Updates Completion Expected May 2013
• New “Reviewer” role – Coordinators will be able to assign colleagues as reviewers so
applications and profiles can be made by a committee.
• Areas of interest – Volunteers will be able to indicate interests and be notified via email when
opportunities are posted that match. Coordinators will also have access to searching for
volunteers based on interests.
Completion Expected Later in 2013
• Increased profile/resume information – Coordinators’ ability to find volunteers will include
resume information when using the keyword search and more professional information from
myPMI accounts, giving a greater view of a volunteer’s experience.
• Option to restrict applications to chapter members – Coordinators will have the option of
allowing only their members to apply, cutting down on inappropriate submissions.
• Automatic service history feed for chapter roles – Volunteers roles assigned via VRMS will
populate in service history, eliminating the need for volunteers to manually update their service
history.
Region 7 Chapters
Designated VRMS Coordinator
California Central Coast
California Inland Empire
Honolulu, Hawaii
Los Angeles
Orange County
San Diego
San Francisco Bay Area
Southern Nevada
Wine Country
PMI Marketing Portal
Volunteer Management Materials
• Welcome/thank you letters
• Event invites
• Meeting agenda/minutes
templates
• Recognition certificates
• Employee Recognition letter
• Branded JPEG to direct
volunteers to VRMS
Thank You For All You Do for PMI and for Your
Chapter Members!!