PMI Kentucky Bluegrass Chapter 2009 Year-End Review December 17, 2009 Your authoritative source for project management information in Central Kentucky

Agenda Announcement of 2010 Officers 2009 Year End Review – 2009 Board Members 2010 Chapter Outlook – Terry Barnes, 2010 President Your authoritative source for project management information in Central Kentucky

2009 Board of Directors 2009 Board of Directors Board Position Name President Glenn Thomas President-Elect Terry S. Barnes Immediate Past President Bud Ratliff VP Finance Michelle Monticello AVP Finance Rob Sherrard VP Membership Bob Mahaney AVP Membership Patrick Quirk VP Professional Development Ken Wilson AVP Professional Development Christy Adams VP Planning/Logistics Zulfiqar Hamid (Zulfi) AVP Planning/Logistics Darrin Oliver VP Communications Connie Fryman AVP Communications Bobbie Newman VP Programs Stephanie Ledford AVP Programs Jeanne Stamper VP Marketing Natarajan Murugesan AVP Marketing Sumana Sinha 2009 Board of Directors Your authoritative source for project management information in Central Kentucky

2010 Board of Directors 2009 Board of Directors Board Position Name President Terry S. Barnes President-Elect Connie Fryman Immediate Past President Glenn Thomas VP Finance Rob Sherrard AVP Finance Tom Morgan VP Membership Patrick Quirk AVP Membership Robert Vos VP Professional Development Christy Adams AVP Professional Development Bob Mahaney VP Planning/Logistics Darrin Oliver AVP Planning/Logistics Suresh Adhikari VP Communications Bobbie Newman AVP Communications Tim Weinmann VP Programs Jeanne Stamper AVP Programs Tiffany L. Jones VP Marketing Daryl Keltz AVP Marketing Hema Kumar 2009 Board of Directors Your authoritative source for project management information in Central Kentucky

Vision for 2009 Members Organization (PMI) (Bluegrass PMI) Possibly Kentuckiana or WV too Organization (PMI) KY/Region 5/Nat’l/Int’l Community (Central Kentucky) Biz/Ed/Other orgs Vision for 2009 Grows & Retains Membership Strengthens Offerings Extends PM into our world Your authoritative source for project management information in Central Kentucky 5

Governance President – Glenn Thomas President-Elect – Terry Barnes Past President – Bud Ratliff Renewed PMI Bluegrass Charter Conducted strategic planning session for 2009 Board of Directors Six Attendees - Region 5 Leadership Summit (Silver Springs, MD) Co-sponsoring 2010 Region 5 Leadership Summit in Louisville Submitted & received approval on PMI Strategic Alignment Scorecard Received PMI approval on 2009 updated Chapter By-laws Conducted monthly Board of Directors meetings Conducted 2010 elections Three attendees - PMI 2009 Leadership Institute Meeting (Kissimmee, FL) Completed version 1.2 of Officer’s Handbook Provided monthly newsletter article to Bluegrass Baseline Discount agreements reached with Capella University and ESI International Your authoritative source for project management information in Central Kentucky

VP – Connie Fryman AVP – Bobbie Newman Communications VP – Connie Fryman AVP – Bobbie Newman Published 12 monthly issues of Bluegrass Baseline Established volunteer position of Webmaster -Metty Joseph Implemented member communications via website services eliminating monthly iContact charges $120/yr Your authoritative source for project management information in Central Kentucky 7

VP – Michelle Monticello AVP – Rob Sherrard Finance VP – Michelle Monticello AVP – Rob Sherrard Finished transfer of all recurring transactions to our new bank accounts and closed old accounts (this will lower our bank fees and increase the interest we can earn) Timely payment of all expenses as presented Timely deposit of all receipts Drafted 2010 budget Your authoritative source for project management information in Central Kentucky 8

VP – Natarajan Murugesan Marketing VP – Natarajan Murugesan AVP – Sumana Sinha Creation of Chapter marketing brochure with distribution at chapter meetings Announcement of PMI Chapter meetings / events in the Lexington Herald Leader and satellite meetings in the Frankfort State Journal Established procedure to set up a booth/table at local events to provide education about the PMI Bluegrass Chapter Your authoritative source for project management information in Central Kentucky 9

VP – Bob Mahaney AVP – Patrick Quirk Membership VP – Bob Mahaney AVP – Patrick Quirk Supplied monthly membership updates for newsletter Continued the membership retention project Quarterly Drawings From a Pool of Chapter Renewals Membership retention goal is 70% for 2009 Current Projection is 67% Membership recruiting goal is 70 new members in 2009 Current Projection is 45 Your authoritative source for project management information in Central Kentucky 10

VP – Bob Mahaney AVP – Patrick Quirk Membership VP – Bob Mahaney AVP – Patrick Quirk Data represents October ’09 month end Current membership 183 Year end 2008 membership 202 (-2.4%) 2008 Growth vs (-13.4%) in 2009 Current PMPs (70.3%) 156 Current CAPMs (2.9%) 5 Current Student Members 2 2009 Total Membership represents 61 companies Your authoritative source for project management information in Central Kentucky 11

VP – Zulfiqar Hamid AVP – Darrin Oliver Planning/Logistics VP – Zulfiqar Hamid AVP – Darrin Oliver Completed ‘PMI Kentucky Bluegrass Chapter Advertising Program Policy’ Planned and coordinated '2009 PMI Region 5 Leadership Summit - Maryland' Acquired Travel Grant for '2009 PMI North America Leadership Institute Meeting' Supported PMI Kentucky Bluegrass Chapter Professional Development Workshops Your authoritative source for project management information in Central Kentucky

Professional Development VP – Ken Wilson AVP – Christy Adams Two PMI PMP certification study groups Creation of the Career Services Coordinator volunteer position Two professional development workshops (February and August) Your authoritative source for project management information in Central Kentucky

VP – Stephanie Ledford AVP – Jeanne Stamper Programs VP – Stephanie Ledford AVP – Jeanne Stamper Total of 18 meetings in 2009 12 Lexington Luncheon Meetings 3 Frankfort Luncheon Meetings 1 Frankfort Evening Meeting 1 Lexington Evening Meeting 1 Lexington Evening Social Event Record Attendance August meeting had over 30 attendees Your authoritative source for project management information in Central Kentucky

2010 Chapter Outlook Terry Barnes, President Elect Build on the foundation Strategic initiatives for Chapter Stakeholders Meaningful volunteer opportunities for our membership Your authoritative source for project management information in Central Kentucky

Thank You for Your Continued Support of PMI Bluegrass Your authoritative source for project management information in Central Kentucky