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

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

3. 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

4. 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

5. 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

6. 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

7. 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
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8. 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

9. 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

10. 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

11. 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 Total Membership represents 61 companies
Your authoritative source for project management information in Central Kentucky 11

12. 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

13. 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

14. 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

15. 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

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