pmi fy15-16 annual meetingfiles.meetup.com/9177102/pmi monterey bay chapter... · march 2014: barb...

PMI FY15-16 Annual Meeting

Monterey Bay Chapter

Introductions

Groups of 3

Find one thing in common not related to project management or is visible.

Mary, Tamiko and Mitra will demonstrate.

PMI Monterey Bay Chapter

Agenda

Strategic Plan

Financial Report

Membership

PMP Eligibility with Four Year Degree

Maintain Certification

Brainstorm

Volunteering

Volunteer Award


Mission Statement:

To make a difference in the local community by advancing the skill,

knowledge and credentials of Project Managers in the Monterey Bay

region.

Vision Statement:

The Monterey Bay chapter of PMI is recognized by Project Managers

as a resource for education and growth by providing valuable

opportunities for learning and networking.


Strategic Plan

Project Status

Chapter provides mechanism for employment

opportunities – website posting

11/19/15: Website Job Posting Guidelines

approved by BOD

Chapter provides member recognition 1/21/16: Volunteer of the Year Guidelines &

Brochure developed

Chapter provides Sponsorship Management – on

website

11/19/15: Website Sponsorship Guidelines

approved by BOD

Strategic Plan 2014-15


Project Status

Chapter has created a marketing

introduction

PMI has developed a revolving slide show that runs during the networking

time prior to kick-off of each dinner meeting

Chapter provides resume postings Pending

Chapter provides outreach to university

& colleges

CSUMB Speakers

Chapter provides participation in

Congress events

Pending

Chapter provides opportunities to attend

Regional meetings

October 2013: Robin Hughes – Leadership Institute Meeting (LIM) New Orleans

March 2014: Barb Lang & Mitra Pederson – Region 7 Conference, Los Vegas

October 2014: Barb Lang – Region 7 Conference, Phoenix, Arizona

October 2015: Mary Towne – Leadership Institute Meeting (LIM) Orlando Florid

March 2016: Mitra Pederson – Region 7 Conference, Santa Fe, New Mexico


Strategic Plan 2015-16

Financial Report

Summary

Beginning Balance $7,668.69

Revenue $7,181.26

Expenses $5,692.32

Ending Balance $9,157.73

Total Increase 2015 $1489.04


Summary January 1 to December 31, 2015

Membership

•STATUS

• For 2015-2016 on a month-to-month basis, membership varies between 94-100 members

• As of February 2016 currently 94 members

• Members with PMI certification (one of 3 variations) – 62 (66%)

•GOALS

• Increase chapter membership to 110 members

• 80% of chapter membership with PMI certification (88 members)


2015 -2016

6

1 2

3

6

1

6

17

19

13 14

36

0

5

10

15

20

25

30

35

40

Month

6 Month


Chapter is 10 years old – Meetup Started January 1, 2010

Meetup

Project Management Professional

-Eligibility Requirements with Four Year Degree

• 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) –

Pay another $400

• …and pass a really hard exam

PMP


Maintain

Certification


60

PDU

Education (Minimum 15 35)

• PMI Rep, Chapter, Communities, Courses

• Continuing Education

• Self directed learning (Max 30)

Giving Back (Max 45 25)

• Creating Project Management Knowledge

• Volunteer Service

• Work as a Professional (Max 8)

3 Year Cycle to Renew

December 1st 2017


Education has to be aligned with the Talent Triangle (Min 8 each)

Technical Project Management:

Knowledge, skills and behaviors related to specific domains of Project,

Program and Portfolio Management.

Examples: Requirements gathering techniques, Project controls and

scheduling, Risk Management, Scope management or Agile tools and

techniques.



Business and Strategic:

Knowledge of and expertise in the industry or organization that enhances

performance and better delivers business outcomes. This is the ability to

connect the dots between the projects and the larger organizational

strategy and to understand the overall business context.

Examples: Business acumen, Finance, Operational functions (e.g. legal,

marketing), Strategic planning/alignment, Contract management,

Complexity management.



Leadership:

Knowledge, skills and behaviors specific to leadership-oriented, cross-

cutting skills that help an organization achieve its business goals.

Examples: Negotiation, Conflict Management, Motivation, Giving/receiving

feedback, Influencing, problem solving, Team building, Emotional

Intelligence.

1. Breakfast Meeting (1st Tuesday, 1 PDU)

2. Dinner Meetings (3rd Thursday, 1.5 PDU)

3. Be a presenter

4. Volunteer

5. Courses

We put our events on Meetup.com

www.meetup.com/PMI-MontereyBay

--as well as our website

www.pmi-mbay.org


Monterey Bay PDU Offerings

Total Need

Number of meetings 7 3 6 3 5 2 35 35

Technical Project Management: (8) 4.5 4.5 3 12.0 8January 21, 2016 - "Requirements" Ken Dirks 1.5 1.5 1.5

February 18 – “Follow the Money”– Mary Jo Zenk 1.5 1.5 1.5

July 16 – Can Waterfall and Agile be Friends 1.5

August 21 – Carmel International 1.5

Leadership: (8) 4.5 3 3 10.5 8June 16 -" Career Night" 1.5

March 17 – “Annual Meeting”– Mary Towne 1.5 1.5 1.5

April 21 – New CCR + PMI Hot Topics -Deby Covey 1.5 1.5 1.5

Business and Strategic: (8) 1.5 3 1.5 3 1.5 2 12.5 8May 19 - "City Planning" Doug Yount 1.5 1.5 1.5

Breakfast Meetings 3 3 2

Year 1 Year 2 Year 3

Brainstorm

• See the list of courses to be

offered

• Pick top three you would like to

attend


• Build a Professional Network

• Gain Skills and Experiences

• Develop as a Leader

Benefits of Volunteering


Volunteering

Volunteers Make the Chapter Work

• Elected officers: – President (past, present, future)- Lead and Encourage

– VP Admin- Records

– VP Finance- Money

– VP Membership- Attract members

– VP Programs- Plan Dinner Presentations

• Presenter

• Volunteers – Events Coordinator

– Marketing Coordinator

– Outreach Coordinator

– Website Administrator


PMI Opportunities PMI Website -Highlights Current Knowledge/Articles

-PMP Courses

-On-line Courses

-Knowledge Database

People Skills -Build Relationships

-Improve Teamwork

-Lead Meetings

-Learn to Influence, Negotiate and Manage Conflict

-National/International Volunteer Opportunities

National/International

Conferences -Keynote Speakers

-Chapter Related Seminars

-Workshops/Panels by Chapters


• Term of Office: July 1 – June 30

– Except President (3 years as -elect, current, past)

• Ballot by email or Survey Monkey

• Must be member of PMI and PMI Monterey Bay

• Please consider a run for office!


Board Elections

Volunteer Extraordinaire

Bill Wiltschko


Volunteer of the Year

2015-2016

Joe Sweeney III


Questions?

Thank-you for attending!

We are glad you came!

pmi fy15-16 annual meetingfiles.meetup.com/9177102/pmi monterey bay chapter... · march 2014: barb...

Documents