Southwest Ohio 2015 Strategic ReviewJuly 17, 2015

2015 PMI Southwest Ohio Chapter. All Rights Reserved.

Advancing the Profession of Project Management

Advancing the Profession of Project Management 2

Agenda

• 9:00 – 9:15am   Welcome – Introductions/Table Topics

• 9:15 – 9:45am   Recap 2015 Accomplishments & Strategy Review

• 9:45 – 11:30am  Strategy Deep Dive, Metrics & Adjustments» Partnership» Education» Engagement» Experience» Excellence

• 11:30 – 12:00pm  Lunch

• 12:00 – 1:00pm    Next steps/Commitments

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Table Topics

• Select 1 card

• Introduce yourself – Name– Company & role– PMI Chapter position

• Read and answer the selected question

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Accomplishments to Date!

Training – Spring PMP Certification Course

Professional Development Events– Mega event– Breakfast & Dinner Meetings

Outreach– Deer Park High School Survey course build– College Outreach– Chapter Happy Hours (EAB & Mega

Event)

Volunteers & Communications– Riverboat appreciation event– Website migration– Online nominee submission

Marketing– PMI Booth Material– Brochure

Administration– Charter Renewal – Conflict of Interest Amendment

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Still more to come …

Training – PMP Train the Trainer (July 25th)– Fall PMP Certification Course

Professional Development Events– Breakfast & Dinner Meetings– Inter-alliance– ENACTUS– Lexington Prof Dev Day (9/25)

Outreach– Deer Park High School survey course– Executive advisory board– Chamber of commerce events– Boy Scouts of America – Community organizations

Volunteers & Communications– Social media (LinkedIn, Twitter, Facebook)– Quarterly newsletters

Marketing–

Administration/Other – Strategy measurement & reporting– Storage facility

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Strategic Direction : PE4

Partnership: PMI SW Ohio will foster relationships inside and outside of PMI for the advancement of chapter interests

Education: PMI SW Ohio will provide access to innovative learning and growth experiences for every chapter member

Experience: PMI SW Ohio will provide demonstrable value and benefits for chapter membership

Engage: PMI SW Ohio will offer relevant and diverse opportunities for our members to participate.

Excellence: PMI SW Ohio will strive for Operational Excellence and drive accountability across our strategy

Excellence

Partnership

Education

Engage

Experience

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Marketing Update

Sandip & Ken

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Strategy Deep Dive

Approx 15-20 mins per Strategy– Review Objectives– Align Measures – Set Goals– Assign Ownership

9

Partnerships Scorecard SummaryMission: PMI SW Ohio will foster relationships inside and outside of PMI for the advancement of chapter interestsOwners: Marketing/Outreach

PE4

Theme Objective KPI Initiative

Engage Leverage knowledge and resources both inside and outside PMI

- # of touch points with partners (email, phone, social media…)

- % success rate (involvement)- Survey of partner engagement

o Business Outreacho Sponsorship packages o Vendor participation o EAB (executive advisory board) o Local recruiting firms

o Community Outreacho Chamber of commerce o Boy Scouts of America program o Related professional societies

(ASCE, Military)o Educational Outreach

o New/Existing collegeso Inter-allianceo Enactus group

o Provider more value to PMs and community (5 PMs 1 Community)

o Community polls/surveyso Global PMI interaction o Regional PMI chapters (Columbus,

Dayton, Indy, Louisville)

Diversify Seek out partners who provide diverse knowledge and skills beyond basic project management

- # of diverse events- Impact on attendance - # of new topics (survey)

Expand Identify and make introductions to new target groups

- # of total partners- % of new partners/targets

- # Education- # Community- # Business

10

Education Scorecard SummaryMission: PMI SW Ohio will provide access to innovative learning and growth experiences for every chapter memberOwners: Training/Programs

PE4

Theme Objective KPI Initiative

Engage Provide high quality training within in the SW Ohio region

- # of attendees- # of volunteers - # of speakers; % new- Satisfaction survey

o Professional Development programso Maintain training curriculum o Maintain PMP certification

materialso Promotionso Train the trainer program

o Mentoring program o Virtual/Webex meetings o Membership interest survey

Diversify Diversify means by which topics are offered and promoted

- # of online courses- # of new channels

Expand Offer unique programs on current and emerging topics

- # of topics; % new- # of programs; % new

11

Engagement Scorecard SummaryMission: PMI SW Ohio will offer relevant and diverse opportunities for our members to participateOwners: Communications / Past President

PE4

Theme Objective KPI Initiative

Engage Increase interaction and involvement of members

- # of volunteers- % increase in new

volunteers- # of attendees to our

events

o External Communicationso Social media presence (LinkedIn,

Twitter, Facebook) o Blog forumo Templates, .urls, best practice

sharing forum o Chamber of Commerce o Other professional groups

o Internal Communications o Website rebranding o Website – add contento Quarterly newsletters

o Grow – next generation o Outreach to another 90% o High School programs

o Community polls/surveyso Mentoring program o Active Recruiting of others from other

professions

Diversify

Connect with new & diverse communities

- % increase in new attendees from diverse communities

Expand Expansion to different professional communities

- Increase mega event attendance numbers

- # of other professionals covered

- # of other professional groups addressed

12

Experience Scorecard SummaryMission: PMI SW Ohio will provide demonstrable value and benefits for chapter membershipOwners: Membership/Programs

PE4

Theme Objective KPI Initiative

Engage Incorporate the “Voice of the Member/Customer” (Value)

% reoccurring attendance # of attendees

o Events:o Anniversary events o Successful mega event o New event types (happy hour)

o Visibilityo Attract new speakers o Fireside chats (interactive virtual

meeting) o Other associations: Birds of a

Feather, the Circuit (trade group) o Step up job board – advertise

more local opportunities o Consult with local companies to

help dissolve silos (revenue generating opportunity?)

o PMI website – click through patho Provider more value to PMs and

community (5 PMs 1 Community)o Membership Survey

Diversify

Expand methods of connection across chapter

% of new connections#/type of new topics

Expand Evaluate offerings to meet generations & needs

# of new, non-traditional events

13

Excellence Scorecard SummaryMission: PMI SW Ohio will strive for Operational Excellence and drive accountability across our strategy Owners: President / President Elect / Finance

PE4

Theme Objective KPI Initiative

Engage Operational discipline to effectively deliver on strategic plan

- Monthly scorecard, % completion per schedule

- Semi annul strategy meeting - Monthly board meeting action plan

review - Scorecard- Innovation scorecard - Clear goal tracker for chapter objectives - Drive Strategic alignment and cross

functional collaboration Diversify Continuous improvement on existing and new process/ objectives

- Establish baseline data - 6 month strategic

review- % of new initiatives

Expand Remain accountable for use of chapter resources and report regularly

- Monthly Scorecard- Lessons learned

14

Commitments

14

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Next Steps

• New Board members confirmed

• Board Transition meeting - August 26th – Board Team building– Business – Calendar of Events

• Fill the Strategy Administration position

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Directive Owners Names Objective

Partnership VP MarketingVP Outreach

Sandip BasuRamesh Pulapaka

Foster relationships inside and outside of PMI for the advancement of chapter interests

Education VP Training VP Programs

Jagdish PhuloriaMissy Semm

Provide access to innovative learning and growth experiences for every chapter member

Engage VP CommunicationsVP Past-President

TBDCharlie Slaven

Offer relevant and diverse opportunities for our members to participate.

Experience VP MembershipVP Programs

Frank BernhardtMissy Semm

Provide demonstrable value and benefits for chapter membership

Excellence PresidentPresident-Elect Finance

CJ JangAnn SandmanChris Solomon

Strive for Operational Excellence and drive accountability across our strategy

Strategic Ownership