Chapter Leadership Meeting January 28, 2017

Agenda 8:30-9:00am – Coffee & Donuts 9:00-9:15am – Welcome & Introductions 9:15-10:00am – Financials / Blueprint 2020 Strategy Review 10:00-10:25am – Marketing Strategy Overview 10:25-10:35am – BREAK 10:35-11:00am – Review 2016 Initiatives 11:00-11:45am – Breakouts for 2017 Initiatives 11:45am – Wrap-up and Raffle PMINEO Leadership Meeting 1/28/2017

Welcome & Introductions PMINEO Leadership Meeting 1/28/2017

Financials - Rose Looking to 2017… PMINEO Leadership Meeting 1/28/2017

Understanding the 2017 BUDGET NorthEast Ohio PMI Budget Overview: FY2017-2 - FY17 P&L January - December 2017 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Jul 2017 Aug 2017 Sep 2017 Oct 2017 Nov 2017 Dec 2017 Total Income Interest Earned 3.00 4.00 5.00 51.00 Total Miscellaneous Income $ 0.00 $ 0.00 $ 0.00 Non Profit Income 0.00 Total Career Development Income $1,000.00 $ 900.00 $ 1,690.00 $ 300.00 $ 450.00 $ 550.00 $2,000.00 $ 6,890.00 Total Sponsorship $ 100.00 $ 300.00 $ 800.00 $ 1,795.00 $ 1,595.00 $2,495.00 $ 415.00 $ 300.00 $ 100.00 $ 8,400.00 Total Non Profit Income $1,100.00 $ 2,490.00 $ 2,095.00 $ 2,045.00 $ 850.00 $2,100.00 $15,290.00 Program Income Chapter Meeting Payments 70.00 25.00 50.00 400.00 Total Program Income $ 5.00 $ 415.00 $1,970.00 $ 7,203.00 $11,808.00 $ 25.00 $ 50.00 $1,050.00 $22,651.00 Strategic Initiatives Total Income $3,643.00 $4,548.00 $5,934.00 $12,476.00 $16,387.00 $ 4,984.00 $6,035.00 $3,660.00 $ 3,575.00 $ 3,460.00 $6,285.00 $ 2,855.00 $73,842.00   Gross Profit Expenses Career Development PMP Study Group 507.00 1,014.00 1,519.00 1,776.00 5,326.00 Total Career Development $ 507.00 $1,014.00 $ 1,519.00 $ 507.00 $ 1,776.00 $ 3.00 $ 5,326.00 Executive Programs Total Executive Programs $ 400.00 $ 1,400.00 Governance Total Board Officer Meetings $ 150.00 $ 100.00 $ 350.00 Total Governance $ 450.00 $2,800.00 $ 3,069.00 $ 1,765.00 $ 1,212.00 $1,321.00 $ 512.00 $ 2,000.00 $ 3,100.00 $ 3,000.00 $19,229.00 Marketing-Communications Advertising & Public Relations 500.00 6,000.00 Total Marketing-Communications $ 782.00 $ 582.00 $ 582.00 $ 582.00 $ 5,682.00 $12,284.00 Membership Expenses Chapter Meetings Total Chapter Meetings $1,250.00 $ 700.00 $ 1,028.00 $ 519.00 $ 750.00 $ 750.00 $1,500.00 $ 6,497.00 Chapter Programs Total Chapter Programs $ 200.00 $ 800.00 $ 6,170.00 $ 750.00 $ 10,000.00 $ 125.00 $ 125.00 $18,170.00 Guest Pass Program 100.00 Total Membership Expenses $1,750.00 $ 7,748.00 $ 11,019.00 $ 875.00 $ 725.00 $ 950.00 $1,850.00 $ 1,500.00 $29,567.00 Miscellaneous Total Bank Charges $ 242.00 $ 17.00 $ 42.00 $ 285.00 $ 391.00 $ 200.00 $ 2,077.00 Insurance 200.00 Total Operating Expenses $ 335.00 $ 60.00 $ 85.00 $ 403.00 $ 859.00 $ 243.00 $ 186.00 $ 243.00 $ 443.00 $ 143.00 $ 3,486.00 Student Leadership Program Total Student Leadership Program $ 75.00 $2,200.00 $ 50.00 $ 2,450.00 Total Expenses $3,899.00 $2,942.00 $6,781.00 $11,852.00 $ 5,475.00 $ 14,063.00 $2,464.00 $2,512.00 $ 5,326.00 $ 5,325.00 $2,875.00 $ 10,328.00 Net Operating Income -$ 256.00 $1,606.00 -$ 847.00 $ 624.00 $10,912.00 -$ 9,079.00 $3,571.00 $1,148.00 -$ 1,751.00 -$ 1,865.00 $3,410.00 -$ 7,473.00 Other Expenses Other Miscellaneous Expense Total Other Expenses Net Other Income Net Income $73,842 Balanced Budget What can you influence?? What can you control?? Where should you focus your energies? January 24, 2017 PMINEO Leadership Meeting

2017 BUDGET: Cash Flow Analysis NorthEast Ohio PMI Budget Overview: FY2017-2 - FY17 P&L January - December 2017 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Jul 2017 Aug 2017 Sep 2017 Oct 2017 Nov 2017 Dec 2017 Total Income $ 3,643.00 $ 4,548.00 $ 5,934.00 $ 12,476.00 $ 16,387.00 $ 4,984.00 $ 6,035.00 $ 3,660.00 $ 3,575.00 $ 3,460.00 $ 6,285.00 $ 2,855.00 Total Expenses 3899 2942 6781 11852 5475 14063 2464 2512 5326 5325 2875 10328 January 24, 2017 PMINEO Leadership Meeting

PMINEO Leadership Meeting 2017 BUDGET: Income Analysis Income Interest Earned 51.00 Membership Dues 35,630.00 Membership Income 220.00 PMP Study Group 6,040.00 Revenue Sharing 850.00 Sponsorship 6,000.00 Advertising 1,200.00 Military Sponsorship 400.00 PMO Forum Sponsors 800.00 Chapter Meeting Payments Kerzner income 4,058.00 PDD 17,193.00 Special Events Payments 1,000.00   Total Income $ 73,842.00 January 24, 2017 PMINEO Leadership Meeting

PMINEO Leadership Meeting 2017 BUDGET: Expenses January 24, 2017 PMINEO Leadership Meeting

PMINEO Leadership Meeting 2017 BUDGET: Expense Analysis Operating Expenses Bank Charges 25 Paypal 2052 Insurance 200 Legal & Professional Fees 450 Office Expenses 516 PO Box & postage 93 Volunteer Identification 150 Total Operating Expenses 3486 Operations January 24, 2017 PMINEO Leadership Meeting

PMINEO Leadership Meeting 2017 BUDGET: Expense Analysis Membership Expenses Chapter Meetings Awards and Gifts 549 Food and/or Meals 3600 Materials & Supplies 250 Room Rental Speaker expense 2098 Total Chapter Meetings 6497 Chapter Programs Int'l PDD Special Programs 200 Kerzner Dinner 4000 PDD 13720 Program Supplies & Materials Total Chapter Programs 18170 Guest Pass Program 500 Job Fair 1000 Member Recognition Membership Supplies 100 Military Outreach 800 Social Events 1500 Volunteer Recognition Total Membership Expenses 29567 Member Services January 24, 2017 PMINEO Leadership Meeting

PMINEO Leadership Meeting 2017 BUDGET: Expense Analysis Governance Board Officer Meetings Meals and Entertainment 350 Total Board Officer Meetings Leadership Institute Meeting (LIM) 7229 Region 4 Conference 5550 Strategic Initiatives 5800 VP Team level Discretionary Fund 300 Total Governance 19229 Marketing-Communications Advertising & Public Relations 6000 Chapter Administrator Communication Supplies & Materials 200 Social Media 600 Web Hosting & Domain 5100 Website images subscription 384 WebSupport - contractor Total Marketing-Communications 12284 Governance & Web communications January 24, 2017 PMINEO Leadership Meeting

PMINEO Leadership Meeting 2016 Actual: Profit & Loss Stmt January 24, 2017 PMINEO Leadership Meeting

PMINEO Leadership Meeting 2016 PDD & Kerzner Dinner Analysis Facts: The Income for PDD was $17,193 The expense for PDD was $11,213   Profit = $5980 Income from Kerzner was $3058 The expense for Kerzner $4074 Loss = $1016 We typically fund a portion of the Kerzner event (between $1000 - $1500) In our budget for the year we have funds from 2 Kerzner events in the totals so it is best to analyze them specifically.   January 24, 2017 PMINEO Leadership Meeting

Blueprint 2020 Strategy Review – Paul PMINEO Leadership Meeting 1/28/2017

PMINEO Vision and Mission To be recognized as an advocate of project management as a profession. PMINEO MISSION: Promote project management as a recognized discipline by creating an environment that fosters professional development through continued learning, networking, and support of project managers. PMI.ORG MISSION adds… and attribute their success to it.

PMINEO Leadership Meeting 1/28/2017

Terminology Vision Mission Objectives Initiatives Metrics Vision What the organization wants to be or how it wants the world to be. Example: "A World without Poverty.” Mission Fundamental purpose of an organization. Why it exists and what it does to achieve its vision. Guides decision-making. Example: “Providing jobs for the homeless and unemployed". Objectives A required change Example: “Achieve rapid job placement". Initiatives Defined efforts to achieve objectives Example: “Define a process to match skill-sets with available jobs" Metrics Measurement of progress against the objective Example: “Job placement cycle time” Vision Mission Objectives Initiatives Metrics

2016: Makin’ It Fit https://www.youtube.com/watch?v=4fxjUrlyQR0

2017: Simplify PMINEO Leadership Meeting 1/28/2017

PMINEO Leadership Meeting 1/28/2017

PMINEO Leadership Meeting 1/28/2017

PMINEO Leadership Meeting 1/28/2017

Marketing Strategy Overview – Andy / Dan link to presentation PMINEO Leadership Meeting 1/28/2017

BREAK PMINEO Leadership Meeting 1/28/2017

Review Project Portfolio Operations – Jim Stremple Member Services – Todd Jones Outreach – Joe Anastasi PMINEO Leadership Meeting 1/28/2017

Project Status Project Status Description Add Social Events Complete Golf Outing held in Sept More expected in 2017 Align Sponsorship and Marketing Updated & documented Sponsorship program Coordinated with web & programs Sponsor logos displayed on website Onboarding to PMI & PMINEO ‘Welcome to the Chapter’ presentation created for volunteers Chapter tri-fold brochure created for distribution Partnership with RNC PMO Breakfast Forums (formerly Birds of a Feather) meetings held featuring NASA and RNC. Continue into 2017 with four breakfast meetings various topics Succession Planning In Process Partially identified – need to cascade to all roles Job Descriptions (roles & responsibilities) VP Contracts contains detailed role descriptions Roles must be defined for Dirs. and teams “Ask the Sponsors” Partially identified – through meetings with some sponsors; will continue in 2017 Improved Job Board Investigated PMI and other possible solutions Planned implementation in 2017 PMINEO Leadership Meeting 1/28/2017

Project Status (cont.) Project Status Description Use Virtual Technology for mtgs In Process Strategy meetings utilized freeconferencecall.com February Chapter mtg will use WebEx March Chapter mtg will use AdobeConnect Implement a secure section on website for document storage Dropfiles and Projectfork pilots in progress Establish Military Liaison Leader identified; will start in 2017 Website Advertising Solution investigated with Proteon Added as revenue stream in 2017 Standardize Social Media Communications (LinkedIn) Social Media strategy drafted Promoting PMINEO group Analyze Membership Densities Not Started Simplify Org Structure – investigation only PM Job Fair New Member Orientation Diversify Base of Sponsors PMINEO Leadership Meeting 1/28/2017

Breakouts for 2017 Initiatives 25 minutes for single break out 20 minute report out (5 minutes per team) We need your help… Pick a group to join Help the facilitator Provide ideas and feedback Assist with information capture for report outs PMINEO Leadership Meeting 1/28/2017

We need your help… Strategic Objective Project Description Increase Member Value Improve PMI& PMINEO Brand – i.e. make it cool to join and stay in the Chapter; be a PMP, etc. Diversify Income Streams Hold a Job Fair – members can attend for free; charge non-members and companies (table, booth, interview room, etc.) Extend Our Geographic Base Recruit Leaders in outlying areas Convenient meeting locations, days, times, etc. Develop and ‘Executive Presence’ for PMINEO Improve Corporate perception of PMs, PMI, PMINEO Engage Executives Expand our Reach PMINEO Leadership Meeting on 1/28/2017

Next Steps with these initiatives Report out from each breakout Identify VP Ownership Establish Working Groups How to report progress throughout 2017 PMINEO Leadership Meeting on 1/28/2017

Wrap-up Raffle Thank you! PMINEO Leadership Meeting on 1/28/2017