JANUARY 2014 ROADMAP ENGAGE

Agenda Recognize Past and Current Board Members 2013 Hits and Misses Survey Results Engage in Goals Membership Business Community Education Finance Volunteer Sign up 2

Outgoing Board Members Ram Sreenivasan – Vice President Belinda McGhie – Profesional Development Director Kris Reynolds – Trustee 3

2014 PMIT Board of Directors RolePersonPrevious Role2014 Address PresidentCharlotte ManningDirector of Community Outreach Vice-PresidentBill Director of TechnologyBritt GathrightDirector of Director of FinanceRenee StellDirector of Publicity & Social Director Sara GallagherPublicity & Social Director of Corporate Outreach Neeraj DableDirector at Director of MembershipMark Director of Professional Development Rick Director of ProgramsLisa PorterDirector of Director of Community Outreach Past PresidentDeborah TrusteeBruce JordanPast 4

2013 PMIT Chapter Review Hits PDD Golf Tournament / Scholarships Speakers - Agile Chapter Recognition Award Red Dot / Blue Dot Website Misses PDD Golf Tournament / Scholarship Advertisement Some Speakers Lunch Variety RCC Membership Reduction Vendor Contracts Website Registration Meeting Ice Breakers 5

Survey Results - Update 61 people completed the survey Reasons for membership 28% Increase professional knowledge 27% Network with other PM Professionals 22% Obtain PDUs to maintain PDU credentials Satisfied overall as a member of PMIT 63% Satisfied 13% Very Satisfied 13% Neutral Most important factor in deciding to attend monthly meetings 59% Work schedule 22% Topic – 6

Survey Results - Update 98% Would recommend PMIT to PM colleague How well did PMI Tulsa communicate with membership 70% Well informed 16% Need a bit more information 11% You sent our information? Prefer our monthly meeting to be held 80% Over the lunch break (as it is) with lunch served 12% In the evenings with appetizers and drinks 63% Satisfied overall as a member of PMIT Most important factor in deciding to attend monthly meetings 59% Work schedule 22% Topic 7

Survey Results - Update What topics would you like covered in monthly meetings 30% PM Soft skills 29% Leadership 20% Knowledge Management Classes interested in attending % Risk Management 22% Strategy 18% Agile 8

Survey - Suggestions for Improvement Good speakers with relevant topics, more focus on knowledge areas, new and different speakers Speakers in construction, facilities, oil More advanced topics, broad spectrum of topics Review best practices and how others solve major issues Assist with PDUs and PM knowledge Healthier lunches Be more accessible, don’t feel welcome in meetings, no one in chapter asks or knows who I am except at sign in sheet Stay in touch, more notices of meeting, get everyone on mailing list Meet at TCC, more centrally located Join forces with OKC or Springfield to make PDD more fierce Networking, Online networking opportunities Job fair More business and community involvement Engage new and younger people Free webinar Newsletter 9

PMIT 2014 STRATEGIC OBJECTIVES Engage Membership Engage Community Engage Business Engage Education 10

ENGAGE MEMBERSHIP Increase Membership by 20% (425 members) Average 65 Attendees per Meeting Explore Other Meeting Locations Allow Prepay for Lunches and Registration Increase Networking Opportunities Relevant Speakers Variety of Speakers Monthly Topic Themes 11

2014 Event Calendar JAN – ENGAGE MEMBERSHIP Today JUL – ENGAGE MEMBERSHIP 7/11/14 FEB – ENGAGE TEAMS 2/14/14 AUG – ENGAGE MEGA PROJECTS 8/8/14 MAR - ENGAGE THE FUTURE 3/14/14 SEP – ENGAGE TULSA 9/12/14 Golf Tournament APR – ENGAGE RISK 4/11/14 OCT – ENGAGE PROFESSIONAL DEVELOPMENT Professional Development Conference 2014 Global Congress MAY – ENGAGE FUN No Monthly Meeting Social Event NOV – ENGAGE LEADERSHIP 11/14/14 JUN – ENGAGE LEADERSHIP 6/13/14 DEC – ENGAGE COMMUNITY 12/8/14 Holiday Event 12

ENGAGE BUSINESS Acquire 5 Corporate Sponsors For PMIT in Exhibiters for Professional Development Day Increase the Active Number Of Registered Corporate Coordinators (RCC) In 2014 From 10 To 20 At Least 10 RCCs Send 5 Participants To PMIT RCC Sponsored Learning Events 13

ENGAGE COMMUNITY Perform a Minimum of one Community Service Project For a Minimum of 100 Person Hours Provide a Minimum of 3 scholarships in 2014 One Community Awareness Piece Published Per Quarter Send Press Releases For Key PMIT Events 3 Food Drives 14

ENGAGE EDUCATION Establish Partnerships With At Least 3 Higher Education Institutions Deliver the PM for Youth Program In The Tulsa Area with 2 trainers per school Two day Professional Development Day Class with 50 In Attendance With Multiple Tracks Such As Agile Track Leadership Track 15

2013 Budget / Actual - Income 16 Income2013 Budget2013 Actual to date 2014 Budget Annual Dinner $ 1,000 $ - Chapter Sponsorships $ 13,500 $ 2,500 $ 5,000 Golf Tournament Income $ 7,000 $ 6,555 $ 7,000 Membership Dues $ 9,500 $ 8,720 $ 9,750 Monthly Meeting Revenue $ 4,500 $ 3,515 $ 8,500 Social / Holiday Meetings $ 2,300 $ 1,485 $ 2,000 PMP Course Income $ 7,950 $ 7,650 $ 7,950 Leadership Seminar Income $ 9,960 $ 3,237 $ 10,000 PDD Income $ 5,475 $ 7,630 $ 27,000 Total Income $ 61,185 $ 41,292 $ 77,075

2013 Budget / Actual - Expense 17 Expense2013 BudgetActual2014 Budget Advertising $ 1,000 Bank Charges $ 2,000 $ 1,377 $ 2,000 BOD Meetings $ 2,000 $ 532 $ 1,000 Charitable contributions $ - $ 1,000 $ - College Scholarship $ 5,000 $ - $ 4,500 Conferences $ 6,565 $ 4,463 $ 6,565 Social / Holiday Meetings $ 11,000 $ 4,163 $ 3,000 Golf Tournament $ 5,500 $ 3,782 $ 4,500 Monthly Meetings $ 10,650 $ 7,215 $ 11,500 Office / General Administrative $ 5,780 $ 2,735 $ 3,000 PMP Courses $ 1,800 $ 3,558 $ 7,000 Leadership Seminar $ 6,000 $ 4,671 $ 8,000 PDD $ 23,000 Supplies $ 100 Dinner Meetings $ 2,400 $ - Volunteer Meetings $ 400 $ 300 RCC Meetings $ 1,200 $ 468 $ 1,200 Contingency Fund $ 500 Total Expenses $ 61,895 $ 33,964 $ 77,165 Net Income $ (710) $ 7,328 $ $35

Volunteer Signup – We need you! Immediate Volunteer Opportunities Lunch meeting setup Golf Tournament Professional Development Day Fill Out Volunteer Forms Visit With Directors About Volunteer Opportunities Engage! 18