February Dinner Meeting Leadership: Al Calvi Speaker: Russell Foster

Agenda Networking Program  Welcome  Invocation and Pledge  New Members / PMPs / GPMP  Recognition Dinner & Q&A(table call) Annual Business Meeting Keynote Speaker Door Prizes 6:15 PM 6:45 PM 7:00 PM 7:30 PM 7:45 PM 8:45 PM

New Members/Certifications New Members Shawn Rodier, PMPLisa Claar Joseph BrearlyTwila Richardson, PMP Eric JacksonPaul Obringer Anniversaries Rhoda Allen, PMP15 Years Cindy Rincon, PMP10 Years Joe Sterett, PMP 5 Years Frederick Griffin, PMP 5 Years Renee Spires, PMP 5 Years Newly Certified Daniel Minahan, CAPM

Good Project Management Practice (GPMP) Recognition Coin  Recognition of a Good Practice Seek out an individual practicing a good PMBOK principle or practice Individual is rewarded on-the-spot with a coin  Pass it On Bring the recipient to the next dinner meeting as an honored guest Tell the story of the practice  Your Reward Receive another coin There is power in sharing your PM knowledge and interest with another Be an ambassador for this great profession Front Back

Chapter News Next PMP Prep Class begins April 25, 2014  Registration is open through USC-Aiken  If interested, please contact Laura Anderson or (803) to  All classes are from 8:00 am to 5:15 pm for four consecutive Fridays, and will be held at the University of South Carolina-Aiken.  Cost of the course is $ Certified Scrum Master Training next week – 15 registrants CAPM Certification Scholarships  Volunteer Needed

Al Calvi, PMP President PMI-AA 2014 Business Meeting

Annual Business Meeting Requirements for Annual Meeting per Bylaws  Quorum requires 10% of membership in good standing, present, and in person.  Major achievements  Review previous years financial status  Present current years proposed budget  Status of membership and plans for growth  Chapter goals and objectives for current year

2013 Activities and Achievements  Future City Competition- USC Aiken  Project Serve  Region 14 Leadership Meeting hosted by Chapter  North American Global Congress New Orleans, LA  Only chapter in Region 14 to compete for Chapter of Year Award  Website improvements Annual Business Meeting

Membership  201 Members on roll as of January 1, 2013  204 Members on roll as of January 1, 2014 Improving Retention  Need honest feedback  Need everyone to take responsibility See a need (help identify what’s broken) Plant a seed (bring solutions to the table) Nurture growth (work the solution to resolve the problem) Enjoy the harvest (membership recognition, PDUs, retention improves) Annual Business Meeting

2014 Goals and Objectives  Quarterly newsletter  Charter renewal and tax filings  Develop and implement scorecard  Improve sponsor and member value  Develop philanthropic management plan  Planning for Professional Development Day (PDD)  Attend Region 14 Leadership Conference Atlanta, GA  Improve sharing and utilization of PMI resources with chapter members  Expand certification prep classes to include: CAPM, PMP, PgMp, and Agile Annual Business Meeting

Donnie Thaxton VP of Finance PMI-AA Financial Facts (2013 Year End Financial Review & 2014 Budget)

2013 Year End Financial Summary 2013 Income – Actual Income: Dinner Meeting Revenue $11,545 Membership Dues $4,080 Corporate Sponsorship $6,000 PMI Education Grant $1,000 PMP Training Classes – USC Aiken$8,313 Region 14 Leadership Conference (net)$2,501 Total Income$33,439 12

2013 Expenses - Actual Expenses Professional Development (Website Development and Hosting)$1,254 Dinner Meetings$14,655 Chapter Expenses (insurance, supplies, sponsorship expense)$550 Chapter Promotion (PMI Conferences & marketing)$7,381 Philanthropic (United Way, Future City, chapter scholarship)$500 Capital Equipment$0 Total Expenses$24,340 13

2013 Net Income Starting Balance, January, 2013 $32,284 Total Income (from page 2)$33,439 IN$65,723 OUT: Total Expenses (from page 3)$24,340 Expected Ending Balance, December 2013 $41,383 Actual Ending Balance, December 2013$41,387 Total Income (from page 2)$33,439 Total Expenses (from page 3)$24,340 NET INCOME$9,099 14

2013 Financial Review – Points of Interest  Incurred $3,110 loss on dinner meetings  Achieved $2,501 profit from Region 14 Leadership Conference primarily due to $14K in sponsorships  History of underspending compared to budget continued 15

2014 Proposed Budget Starting Balance, January, 2014$41,387 Income Dinner Meeting Revenue (Assuming 10 meetings, 45 people/meeting) $13,500 Membership Dues (Assuming ~195 $20/person) $4,000 Corporate Sponsorship$6,000 PMI Education Grant$1,000 PMP Training Class - USC Aiken$6,000 Total Income$30,500 Expenses Professional Development (Website and supplies)$1,604 Dinner Meetings$15,750 Chapter Expenses (includes insurance, supplies and sponsorship expenses) $2,305 Chapter Promotion (PMI Conferences and marketing)$12,200 Philanthropic (United Way, Future City, Scholarship, Community Outreach)$2,250 Publicity (Ads)$500 Capital Equipment$350 Total Expenses$34,959 Forecasted Net Income (Loss)($4,459) Expected Ending Balance, December 2014$36,928 16

PMP Q & A : 1 The project team is developing rules for reporting status on the project in the communications management plan. The majority of their tasks are greater than three reporting periods long. Which format is best to use? a) Weighted milestone b) Fixed formula progress reporting c) Forecast reporting d) Earned value

PMP Q & A : 1 Monthly theme: Integration The project team is developing rules for reporting status on the project in the communications management plan. The majority of their tasks are greater than three reporting periods long. Which format is best to use? a) Weighted milestone b) Fixed formula progress reporting c) Forecast reporting d) Earned value

PMP Q & A : 2 Monthly theme: Scope Which of the following is an example of fixed formula status reporting? a) PV multiplied by % Complete b) Getting status updates from the project team c) 0% / 100% rule d) The Project Manager updating the status reports quantitatively

PMP Q & A : 2 Monthly theme: Scope Which of the following is an example of fixed formula status reporting? a) PV multiplied by % Complete b) Getting status updates from the project team c) 0% / 100% rule d) The Project Manager updating the status reports quantitatively

PMP Q & A : 3 Monthly theme: Communications Which of the following represents a rule of thumb associated with the WBS decomposition process? a) Creating a WBS where the summary tasks are equal to the detail underneath it b) Breaking work down to realistic level where work packages are the lowest level c) Breakdown the work of the project until it is done by a single resource d) Using an organizational structure appearance

PMP Q & A : 3 Monthly theme: Communications Which of the following represents a rule of thumb associated with the WBS decomposition process? a) Creating a WBS where the summary tasks are equal to the detail underneath it b) Breaking work down to realistic level where work packages are the lowest level c) Breakdown the work of the project until it is done by a single resource d) Using an organizational structure appearance