1. Southwest Ohio 2015 Strategic Review July 17, 2015 2015 PMI Southwest Ohio Chapter. All Rights Reserved. Advancing the Profession of Project Management

2. 2 Agenda 9:00 – 9:15am Welcome – Introductions/Table Topics 9:15 – 9:45am Recap 2015 Accomplishments & Strategy Review 9:45 – 11:30am Strategy Deep Dive, Metrics & Adjustments »Partnership »Education »Engagement »Experience »Excellence 11:30 – 12:00pm Lunch 12:00 – 1:00pm Next steps/Commitments

3. Advancing the Profession of Project Management 3 Table Topics Select 1 card Introduce yourself –Name –Company & role –PMI Chapter position Read and answer the selected question

4. Advancing the Profession of Project Management 4 Accomplishments to Date! Training –Spring PMP Certification Course Professional Development Events –Mega event –Breakfast & Dinner Meetings Outreach –Deer Park High School Survey course build –College Outreach –Chapter Happy Hours (EAB & Mega Event) Volunteers & Communications –Riverboat appreciation event –Website migration –Online nominee submission Marketing –PMI Booth Material –Brochure Administration –Charter Renewal –Conflict of Interest Amendment

5. Advancing the Profession of Project Management 5 Still more to come … Training –PMP Train the Trainer (July 25 th ) –Fall PMP Certification Course Professional Development Events –Breakfast & Dinner Meetings –Inter-alliance –ENACTUS –Lexington Prof Dev Day (9/25) Outreach –Deer Park High School survey course –Executive advisory board –Chamber of commerce events –Boy Scouts of America –Community organizations Volunteers & Communications –Social media (LinkedIn, Twitter, Facebook) –Quarterly newsletters Marketing – Administration/Other –Strategy measurement & reporting –Storage facility

6. Advancing the Profession of Project Management 6 Strategic Direction : PE 4 Partnership: PMI SW Ohio will foster relationships inside and outside of PMI for the advancement of chapter interests Education: PMI SW Ohio will provide access to innovative learning and growth experiences for every chapter member Experience: PMI SW Ohio will provide demonstrable value and benefits for chapter membership Engage: PMI SW Ohio will offer relevant and diverse opportunities for our members to participate. Excellence: PMI SW Ohio will strive for Operational Excellence and drive accountability across our strategy Excellence PartnershipEducationEngageExperience

7. Advancing the Profession of Project Management 7 Marketing Update Sandip & Ken

8. Advancing the Profession of Project Management 8 Strategy Deep Dive Approx 15-20 mins per Strategy –Review Objectives –Align Measures –Set Goals –Assign Ownership

9. 9 Partnerships Scorecard Summary Mission: PMI SW Ohio will foster relationships inside and outside of PMI for the advancement of chapter interests Owners: Marketing/Outreach PE 4 ThemeObjectiveKPIInitiative Engage Leverage knowledge and resources both inside and outside PMI -# of touch points with partners (email, phone, social media…) -% success rate (involvement) -Survey of partner engagement o Business Outreach o Sponsorship packages o Vendor participation o EAB (executive advisory board) o Local recruiting firms o Community Outreach o Chamber of commerce o Boy Scouts of America program o Related professional societies (ASCE, Military) o Educational Outreach o New/Existing colleges o Inter-alliance o Enactus group o Provider more value to PMs and community (5 PMs 1 Community) o Community polls/surveys o Global PMI interaction o Regional PMI chapters (Columbus, Dayton, Indy, Louisville) Diversify Seek out partners who provide diverse knowledge and skills beyond basic project management -# of diverse events -Impact on attendance -# of new topics (survey) ExpandIdentify and make introductions to new target groups -# of total partners -% of new partners/targets -# Education -# Community -# Business

10. 10 Education Scorecard Summary Mission: PMI SW Ohio will provide access to innovative learning and growth experiences for every chapter member Owners: Training/Programs PE 4 ThemeObjectiveKPIInitiative Engage Provide high quality training within in the SW Ohio region -# of attendees -# of volunteers -# of speakers; % new -Satisfaction survey o Professional Development programs o Maintain training curriculum o Maintain PMP certification materials o Promotions o Train the trainer program o Mentoring program o Virtual/Webex meetings o Membership interest survey Diversify Diversify means by which topics are offered and promoted -# of online courses -# of new channels ExpandOffer unique programs on current and emerging topics -# of topics; % new -# of programs; % new

11. 11 Engagement Scorecard Summary Mission: PMI SW Ohio will offer relevant and diverse opportunities for our members to participate Owners: Communications / Past President PE 4 ThemeObjectiveKPIInitiative Engage Increase interaction and involvement of members -# of volunteers -% increase in new volunteers -# of attendees to our events o External Communications o Social media presence (LinkedIn, Twitter, Facebook) o Blog forum o Templates,.urls, best practice sharing forum o Chamber of Commerce o Other professional groups o Internal Communications o Website rebranding o Website – add content o Quarterly newsletters o Grow – next generation o Outreach to another 90% o High School programs o Community polls/surveys o Mentoring program o Active Recruiting of others from other professions Diversify Connect with new & diverse communities -% increase in new attendees from diverse communities ExpandExpansion to different professional communities -Increase mega event attendance numbers -# of other professionals covered -# of other professional groups addressed

12. 12 Experience Scorecard Summary Mission: PMI SW Ohio will provide demonstrable value and benefits for chapter membership Owners: Membership/Programs PE 4 ThemeObjectiveKPIInitiative Engage Incorporate the “Voice of the Member/Customer” (Value) % reoccurring attendance # of attendees o Events: o Anniversary events o Successful mega event o New event types (happy hour) o Visibility o Attract new speakers o Fireside chats (interactive virtual meeting) o Other associations: Birds of a Feather, the Circuit (trade group) o Step up job board – advertise more local opportunities o Consult with local companies to help dissolve silos (revenue generating opportunity?) o PMI website – click through path o Provider more value to PMs and community (5 PMs 1 Community) o Membership Survey Diversify Expand methods of connection across chapter % of new connections #/type of new topics ExpandEvaluate offerings to meet generations & needs # of new, non-traditional events

13. 13 Excellence Scorecard Summary Mission: PMI SW Ohio will strive for Operational Excellence and drive accountability across our strategy Owners: President / President Elect / Finance PE 4 ThemeObjectiveKPIInitiative Engage Operational discipline to effectively deliver on strategic plan -Monthly scorecard, % completion per schedule -Semi annul strategy meeting -Monthly board meeting action plan review -Scorecard -Innovation scorecard -Clear goal tracker for chapter objectives -Drive Strategic alignment and cross functional collaboration Diversify Continuous improvement on existing and new process/ objectives -Establish baseline data -6 month strategic review -% of new initiatives ExpandRemain accountable for use of chapter resources and report regularly -Monthly Scorecard -Lessons learned

14. 14 Commitments 14

15. Advancing the Profession of Project Management 15 Next Steps New Board members confirmed Board Transition meeting - August 26 th –Board Team building –Business –Calendar of Events Fill the Strategy Administration position

16. Advancing the Profession of Project Management 16 DirectiveOwnersNamesObjective PartnershipVP Marketing VP Outreach Sandip Basu Ramesh Pulapaka Foster relationships inside and outside of PMI for the advancement of chapter interests EducationVP Training VP Programs Jagdish Phuloria Missy Semm Provide access to innovative learning and growth experiences for every chapter member EngageVP Communications VP Past-President TBD Charlie Slaven Offer relevant and diverse opportunities for our members to participate. ExperienceVP Membership VP Programs Frank Bernhardt Missy Semm Provide demonstrable value and benefits for chapter membership ExcellencePresident President-Elect Finance CJ Jang Ann Sandman Chris Solomon Strive for Operational Excellence and drive accountability across our strategy Strategic Ownership