Chapter Leadership Meeting January 28, 2017 MARKETING DISCUSSION Chapter Leadership Meeting January 28, 2017

Discussion Agenda Marketing Team Introductions PMINEO Marketing Plan Overview 2017 Plan Priorities Next steps Open Discussion

Marketing Team introductions Meet the Team

MARKETING TEAM Members VP, Marketing A. Tasker Director Social Media J. Springer Asst. Dir Social Media TBD Director Of Communications B. Warnock News & Info Jim Loder Web Content Amer Al-buttma Outreach & PR Director of Practice Groups Practice Group Leaders Director of Infrastructure & Technology Sapna Sathyanarayana Assistant Dir of Infrastructure Marketing Strategy D. Yurman Marketing Advisor o Marketing in transition Team is new / formative stages Will continue to evolve

Chapter Marketing Plan Overview Executive Summary

Chapter Marketing Plan Requirements and direction were taken from: Req’s ENVISIONED GOAL / VIVID DESCRIPTION

Chapter Marketing Plan Risks of Maintaining Status Quo Reduction in relevance Drift out of Sync with PMI Erosion of member engagement Loss of brand name and value in region Decline of membership Loss of next generation of leadership Lost opportunities to promote project management Revenue erosion #1. Failure to achieve PMI & PMINEO requirements

Chapter Marketing Plan 2. 2017 Thought Leadership 3. 2017 Expand jobs / opportunities 4. 2018 Corporate Development 1. CCR / PDU’s Enhance revenues Planned 4 key elements of chapter’s value proposition Actionable Plans

2017 Plan Priorities Executive Summary

2017 Plan Priorities So what? How does marketing identify, evaluate and select priorities for further action?

2017 Plan Priorities We identified 2 questions to help us structure our priorities: #1 (a). How does this help the chapter and its members prepare for the future of PM 2.0 / 3.0 and beyond? #1 (b). Answer the question: What did you learn from that will help you in your job?

2017 Plan Priorities 2016 Milestones Intro social media (0 to 1,400 users in 6 mos) Redo Website front-end Backend - Upgrade events, mailing capabilities, templates, survey’s and more Intro of PMINEO NEWS MindEDGE (mini IIL)

All plans and priorities assume we have the team to implement 2017 Plan Priorities All plans and priorities assume we have the team to implement

2017 Plan Priorities Infrastructure Fileshare and archive database 1Q: Immediate Term Planning Refine marketing metrics Regular reports back to Chapter leadership Intro dashboard Infrastructure Fileshare and archive database Launch expanded job and opportunity board

2017 Plan Priorities Communications Continue social mediazation 1Q: Immediate Term Communications Continue social mediazation Expand NEWS Support Outreach – add website content Launch expanded job and opportunity board Launch Forums Advertising

Next Steps 1Q: Immediate Term Schedule a series of “one-on-one” conferences with each of the VP’s, their Directors and extended team members to: Better understand each areas needs and requirements; Develop a shared responsibility for implementation; Develop our shared game plan governing the next 18 months +/-; Refine metrics and reporting; Identify way in which marketing team can be more in sync with the needs of each area within the chapter.

2017 Plan Priorities Social Media Starting at the leadership level - drive chapter to greater acceptance and use of social media The best presentations are conversations Add social media tools to website Starting with PM 2.0 / 3.0 and beyond, the most important tools will be the PM’s cell phone and tablet.

Next Steps 1Q: Immediate Term Need for Chapter leadership commitment to promote use of new social media tools Social Media program discussion with Jana Springer

How?

When? Why? Max Reach Free Branding Instant Exposure Jan Feb March April May Dominic Bonacci Rose Tran Joe Anastasi Laura Hoffman Lisel Ashby Post PMINEO Event X Promote Article in Group Share / Like / Comment June Sep Oct Nov Dec Crystal Ogden Paul Allen Bill Warnock Evie Golding Tim Oberschlake Posts a Chapter Update   Max Reach Free Branding Instant Exposure

Open discussion Closing