1. VRMS Volunteer Relationship Management System 1

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7. 1. You can only upload.doc,.dox,.rtf,.txt, or.pdf files 2. If your resume already exists and you upload again, you will be warned about overwriting 3. You can only upload 500kb size documents. Any larger and you will receive an error message. 7

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10. Some terms that you should remember: Physical opportunity = requires face-to-face participation Virtual opportunity = requires on-line or electronic participation Accuracy of Information agreement = You must attest that your profile, service history, and application are accurate Copyright agreement = if work products include publications a volunteer must read and agree to copyright. Not all opportunities will require this. Confidentiality agreement = volunteer must agree to the terms of PMI Confidentiality Policy. These terms will be used during the “create an opportunity” process and during the “search for an opportunity” process. 10

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13. Now lets create an opportunity There are 5 steps to creating an opportunity: 1.Create the summary 2.Define your pre-requisites 3.Add any time commitment details 4.Add essay question details 5.State the start and end dates and post 13

14. Volunteer Opportunity Community Name Upstate New York Chapter of the Project Management Institute Owning Group (Administration, Communications, Education, Executive, Facilities, Finance, Membership, Programs, Web) Owner Name Owner E-mail/telephone number (if needed) Description Deliverable Duties (responsible for) Pre-requisites (experience, desired skillsets, credential) Type of interaction (in-person, virtual) Location (if on-site) Estimated Time Commitment Date/Time Length of Opportunity (1 hour, multiple hours, one day, multiple days) PDUs awarded Volunteer Opportunity Section Give your opportunity a name. Use consistent commonly used terms in all sections. Use words that will be picked up during searches. Upstate New York Chapter Volunteer Opportunity Template 14

15. Volunteer Opportunity Community Name Upstate New York Chapter of the Project Management Institute Owning Group (Administration, Communications, Education, Executive, Facilities, Finance, Membership, Programs, Web) Owner Name Owner E-mail/telephone number (if needed) Description Deliverable Duties (responsible for) Pre-requisites (experience, desired skillsets, credential) Type of interaction (in-person, virtual) Location (if on-site) Estimated Time Commitment Date/Time Length of Opportunity (1 hour, multiple hours, one day, multiple days) PDUs awarded Owning group (Administration, Communications, Education, etc) Section Enter the name of the group or groups that have ownership of this opportunity Upstate New York Chapter Volunteer Opportunity Template 15

16. Volunteer Opportunity Community Name Upstate New York Chapter of the Project Management Institute Owning Group (Administration, Communications, Education, Executive, Facilities, Finance, Membership, Programs, Web) Owner Name Owner E-mail/telephone number (if needed) Description Deliverable Duties (responsible for) Pre-requisites (experience, desired skillsets, credential) Type of interaction (in-person, virtual) Location (if on-site) Estimated Time Commitment Date/Time Length of Opportunity (1 hour, multiple hours, one day, multiple days) PDUs awarded Owner Name and contact information Enter the name of the person who will take ownership of this opportunity. Enter the email address and/or telephone number of the owner of the volunteer opportunity. Upstate New York Chapter Volunteer Opportunity Template 16

17. Volunteer Opportunity Community Name Upstate New York Chapter of the Project Management Institute Owning Group (Administration, Communications, Education, Executive, Facilities, Finance, Membership, Programs, Web) Owner Name Owner E-mail/telephone number (if needed) Description Deliverable Duties (responsible for) Pre-requisites (experience, desired skillsets, credential) Type of interaction (in-person, virtual) Location (if on-site) Estimated Time Commitment Date/Time Length of Opportunity (1 hour, multiple hours, one day, multiple days) PDUs awarded Description of the volunteer opportunity Describe the opportunity including its deliverables, the duties of the volunteers and the volunteers interactions with others Differentiate your opportunity in the first sentence. This is what appears in the search results. Use verbs and adjectives in all of the description fields Upstate New York Chapter Volunteer Opportunity Template 17

18. Volunteer Opportunity Community Name Upstate New York Chapter of the Project Management Institute Owning Group (Administration, Communications, Education, Executive, Facilities, Finance, Membership, Programs, Web) Owner Name Owner E-mail/telephone number (if needed) Description Deliverable Duties (responsible for) Pre-requisites (experience, desired skillsets, credential) Type of interaction (in-person, virtual) Location (if on-site) Estimated Time Commitment Date/Time Length of Opportunity (1 hour, multiple hours, one day, multiple days) PDUs awarded Pre-requisites (experience, desired skillsets, credential) Describe needed experience, education or skill sets Specify the number of years as a member or credential holder, if this is what you are looking for. Upstate New York Chapter Volunteer Opportunity Template 18

19. Volunteer Opportunity Community Name Upstate New York Chapter of the Project Management Institute Owning Group (Administration, Communications, Education, Executive, Facilities, Finance, Membership, Programs, Web) Owner Name Owner E-mail/telephone number (if needed) Description Deliverable Duties (responsible for) Pre-requisites (experience, desired skillsets, credential) Type of interaction (in-person, virtual) Location (if on-site) Estimated Time Commitment Date/Time Length of Opportunity (1 hour, multiple hours, one day, multiple days) PDUs awarded Type of interaction, location, time commitment, dates, times, and PDU’s Add the details. Define the time commitment – this can be a combination of numbers and text. Describe the amount of PDU’s and other forms of recognition. Specify if a resume is required, if an interview is needed or if there is travel required. Add the start and end dates of the application period as well as the opportunity dates State any additional steps or actions required during the application process. Upstate New York Chapter Volunteer Opportunity Template 19

20. Additional details Specify any copyrights, additional role limitations and term limits Add search keywords (use one keyword that is common to search on) Define special instructions Add up to 3 essay questions to get more information from applicants State the number of volunteer needed When the volunteer opportunity is posted to the VRMS, the VRMS Administrator receives an email. 20

21. Extending opportunity to volunteers The coordinator will review the applicants. To select the volunteer, click the extend button The volunteer will receive an email message from VRMS asking them to accept or decline The volunteers response will trigger a change to his/her application status in VRMS An opportunity will not be marked fulfilled until all acceptances/declines have been received 21

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