1. Chapter Leadership Meeting
January 28, 2017

2. 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

3. Welcome & Introductions
PMINEO Leadership Meeting 1/28/2017

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

5. Understanding the 2017 BUDGET
NorthEast Ohio PMI
Budget Overview: FY 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 $ $ $
Non Profit Income
0.00
Total Career Development Income
$1,000.00 $
$ 1,690.00 $ $ $
$2,000.00
$ 6,890.00
Total Sponsorship $ $ $
$ 1,795.00
$ 1,595.00
$2,495.00 $ $ $
$ 8,400.00
Total Non Profit Income
$1,100.00
$ 2,490.00
$ 2,095.00
$ 2,045.00 $
$2,100.00
$15,290.00
Program Income
Chapter Meeting Payments
70.00
25.00
50.00
400.00
Total Program Income $ $
$1,970.00
$ 7,203.00
$11,808.00 $ $
$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 $
$1,014.00
$ 1,519.00 $
$ 1,776.00 $
$ 5,326.00
Executive Programs
Total Executive Programs $
$ 1,400.00
Governance
Total Board Officer Meetings $ $ $
Total Governance $
$2,800.00
$ 3,069.00
$ 1,765.00
$ 1,212.00
$1,321.00 $
$ 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 $ $ $ $
$ 5,682.00
$12,284.00
Membership Expenses
Chapter Meetings
Total Chapter Meetings
$1,250.00 $
$ 1,028.00 $ $ $
$1,500.00
$ 6,497.00
Chapter Programs
Total Chapter Programs $ $
$ 6,170.00 $
$ 10,000.00 $ $
$18,170.00
Guest Pass Program
100.00
Total Membership Expenses
$1,750.00
$ 7,748.00
$ 11,019.00 $ $ $
$1,850.00
$ 1,500.00
$29,567.00
Miscellaneous
Total Bank Charges $ $ $ $ $ $
$ 2,077.00
Insurance
200.00
Total Operating Expenses $ $ $ $ $ $ $ $ $ $
$ 3,486.00
Student Leadership Program
Total Student Leadership Program $
$2,200.00 $
$ 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 -$
$1,606.00 -$ $
$10,912.00
-$ 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

6. 2017 BUDGET: Cash Flow Analysis
NorthEast Ohio PMI
Budget Overview: FY 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

7. 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
$ ,842.00
January 24, 2017
PMINEO Leadership Meeting

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

9. 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

10. 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

11. 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

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

13. 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 $ $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

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

15. 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.

16. PMINEO Leadership Meeting 1/28/2017

17. 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

18. 2016: Makin’ It Fit

19. 2017: Simplify
PMINEO Leadership Meeting 1/28/2017

20. PMINEO Leadership Meeting 1/28/2017

21. PMINEO Leadership Meeting 1/28/2017

22. PMINEO Leadership Meeting 1/28/2017

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

24. BREAK
PMINEO Leadership Meeting 1/28/2017

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

26. 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

27. 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

28. 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

29. 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

30. 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

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