SW Ohio 2015 Annual Membership Event December 16, PMI Southwest Ohio Chapter. All Rights Reserved. Advancing the Profession of Project Management

2 Mission The PMI SW Ohio Chapter is and will continue to be the preeminent project management professional organization in Southwest Ohio. SW Ohio Mission and Vision Vision The PMI SW Ohio Chapter develops and sustains highly capable project management professionals who deliver excellent project and program results while advancing the adoption of PMI standards and best practices.

Advancing the Profession of Project Management Strategic Summary Membership attraction & retention –Chapter exposure to communities outside our normal audience Aligning with local businesses through outreach via liaisons –Sponsorship, training, advisory services Virtualized delivery of content –Drives career improvement

Advancing the Profession of Project Management 4 Thank you for a successful 2014! Training –PMP Certification Courses –PMP course audit –PMP material documentation (v5) Professional Development Events –Mega event –Breakfast & Dinner Meetings –Inter-alliance –ENACTUS –25 th Anniversary Outreach –Executive advisory board –Chamber of commerce –Boy scouts of America –2 new colleges (Miami and Brown Mackie) –Community organizations (ASCE) Volunteers & Communications –Volunteer Management System –Website rebranding –Social media (LinkedIn, Twitter, Facebook) –Quarterly newsletters Marketing –Marketing strategy ESCC sponsorship packages –Membership interviews: BOD, EAB, Members –Vendor participation –Repository for vendors/companies/ Service providers

Advancing the Profession of Project Management 5 Thank You to the 2014 Board of Directors Connie Fryman President Frank Forte President-Elect Charlie Slaven Past President Chris Solomon VP Finance Ann Sandman VP Outreach Deb Lebow VP Communications Sandip Basu VP Marketing Frank Bernhardt VP Membership Sheryl Mizwicki VP Administration CJ Jang VP Prof Development Jagdish Phuloria VP Training & Cert

Advancing the Profession of Project Management 6 Welcome to the New 2015 Board of Directors CJ Jang President Ann Sandman President-Elect Charlie Slaven Past President Chris Solomon VP Finance Ramesh Pulapaka VP Outreach Deb Lebow VP Communications Sandip Basu VP Marketing Frank Bernhardt VP Membership Jenn Dabbelt VP Administration Missy Semm VP Prof Development Jagdish Phuloria VP Training & Cert

Advancing the Profession of Project Management 7 Approach to Refreshing our 2015 Strategy

Advancing the Profession of Project Management 8 Strategic Themes

Advancing the Profession of Project Management 9 Strategic Direction : PE 4 Excellence PartnershipEducationEngageExperience 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

Advancing the Profession of Project Management 10 PE 4 Strategic Objectives Experience (Satisfaction) Engage – Voice of the Member/Customer (Value) Diversify - Methods of connection across chapter Expand – Evaluate offerings to meet generations & needs Partnerships Engage – Leverage knowledge and resources both inside & outside PMI Diversify – Seek partners who provide diverse knowledge & skills beyond basic project management Expand – Identify and make introductions to new target groups Engage (Participation) Engage – Increase interaction and involvement of members Diversify – Connect with new & diverse communities Expand – To different professional communities Excellence Engage – Operational discipline to effectively deliver on strategic plan Diversify – Continuous improvement; Identify and pursue new opportunities Expand– Remain accountable for use of chapter resources and report regularly Education Engage – Provide high quality training within in the SW Ohio region Diversify – Channels and Topics that are offered Expand – Offer unique programs on current and emerging topics

11 Partnerships Scorecard Summary Mission: PMI SW Ohio will foster relationships inside and outside of PMI for the advancement of chapter interests Owners: Marketing/Outreach PE 4 ThemeObjectiveKPITargetInitiative Engage Leverage knowledge and resources both inside and outside PMI -# of touch points with partners ( , phone, social media…) -% success rate (involvement) -Survey of partner engagement Establish baseline o Business Outreach o Sponsorship packages o Vendor participation o EAB (executive advisory board) o Local recruiting firms o Community Outreach o Chamber of commerce o Boy Scouts of America program o Related professional societies (ASCE, Military) o Educational Outreach o New/Existing colleges o Inter-alliance o Enactus group o Provider more value to PMs and community (5 PMs 1 Community) o Community polls/surveys o 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) Establish baseline ExpandIdentify and make introductions to new target groups -# of total partners -% of new partners/targets -# Education -# Community -# Business X Total X% New

12 Education Scorecard Summary Mission: PMI SW Ohio will provide access to innovative learning and growth experiences for every chapter member Owners: Training/Programs PE 4 ThemeObjectiveKPITargetInitiative Engage Provide high quality training within in the SW Ohio region -# of attendees -# of volunteers -# of speakers; % new -Satisfaction survey o Professional Development programs o Maintain training curriculum o Maintain PMP certification materials o Promotions o 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 2-3 online courses 2 new channels ExpandOffer unique programs on current and emerging topics -# of topics; % new -# of programs; % new 20 topics; 25% new 1-2 programs

13 Engagement Scorecard Summary Mission: PMI SW Ohio will offer relevant and diverse opportunities for our members to participate Owners: Communications / Past President PE 4 ThemeObjectiveKPITargetInitiative Engage Increase interaction and involvement of members -# of volunteers -% increase in new volunteers -# of attendees to our events -200 volunteers -10% increase in new volunteers -20% higher attendance o External Communications o Social media presence (LinkedIn, Twitter, Facebook) o Blog forum o Templates,.urls, best practice sharing forum o Chamber of Commerce o Other professional groups o Internal Communications o Website rebranding o Website – add content o Quarterly newsletters o Grow – next generation o Outreach to another 90% o High School programs o Community polls/surveys o Mentoring program o Active Recruiting of others from other professions Diversify Connect with new & diverse communities -% increase in new attendees from diverse communities -5% increase in new attendees each quarter from diverse communities ExpandExpansion to different professional communities -Increase mega event attendance numbers -# of other professionals covered -# of other professional groups addressed -10% increase over 2014 with new professionals from different professional communities

14 Experience Scorecard Summary Mission: PMI SW Ohio will provide demonstrable value and benefits for chapter membership Owners: Membership/Programs PE 4 ThemeObjectiveKPITargetInitiative 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 Visibility o 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 path o 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 ExpandEvaluate offerings to meet generations & needs # of new, non-traditional events

15 Excellence Scorecard Summary Mission: PMI SW Ohio will strive for Operational Excellence and drive accountability across our strategy Owners: President / President Elect / Finance PE 4 ThemeObjectiveKPITargetInitiative Engage Operational discipline to effectively deliver on strategic plan -Monthly scorecard, % completion per schedule -<80% red -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 -5% improvement for strategic areas and no decline for non- strategic -1 innovative idea every 6 months per strategic direction ExpandRemain accountable for use of chapter resources and report regularly -Monthly Scorecard -Lessons learned -90% -Semi-Annual Review

Advancing the Profession of Project Management 16 Next Steps Identify initiatives and KPIs: Dec 2014 Directors complete budgets: Jan 2015 Identify resource requirements: Jan 2015 Monthly Board meeting 6 Month Strategy Checkpoint: May 2015

Advancing the Profession of Project Management 17 DirectiveOwnersNamesObjective PartnershipVP Marketing VP Outreach Sandip Basu Ramesh Pulapaka Foster relationships inside and outside of PMI for the advancement of chapter interests EducationVP Training VP Programs Jagdish Phuloria Missy Semm Provide access to innovative learning and growth experiences for every chapter member EngageVP Communications VP Past-President Deb Lebow Charlie Slaven Offer relevant and diverse opportunities for our members to participate. ExperienceVP Membership VP Programs Frank Bernhardt Missy Semm Provide demonstrable value and benefits for chapter membership ExcellencePresident President-Elect Finance CJ Jang Ann Sandman Chris Solomon Strive for Operational Excellence and drive accountability across our strategy We Need Your Help! Reach out to our Board or a Strategy Lead to get involved!

Advancing the Profession of Project Management 18 Thank You For Being a Valued Member of our Chapter!! 2014 PMI Southwest Ohio Chapter. All Rights Reserved. Advancing the Profession of Project Management