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PMI FY15-16 Annual Meeting
Monterey Bay Chapter
Introductions
Groups of 3
Find one thing in common not related to project management or is visible.
Mary, Tamiko and Mitra will demonstrate.
PMI Monterey Bay Chapter
Agenda
Strategic Plan
Financial Report
Membership
PMP Eligibility with Four Year Degree
Maintain Certification
Brainstorm
Volunteering
Volunteer Award
PMI Monterey Bay Chapter
Mission Statement:
To make a difference in the local community by advancing the skill,
knowledge and credentials of Project Managers in the Monterey Bay
region.
Vision Statement:
The Monterey Bay chapter of PMI is recognized by Project Managers
as a resource for education and growth by providing valuable
opportunities for learning and networking.
PMI Monterey Bay Chapter
Strategic Plan
Project Status
Chapter provides mechanism for employment
opportunities – website posting
11/19/15: Website Job Posting Guidelines
approved by BOD
Chapter provides member recognition 1/21/16: Volunteer of the Year Guidelines &
Brochure developed
Chapter provides Sponsorship Management – on
website
11/19/15: Website Sponsorship Guidelines
approved by BOD
Strategic Plan 2014-15
PMI Monterey Bay Chapter
Project Status
Chapter has created a marketing
introduction
PMI has developed a revolving slide show that runs during the networking
time prior to kick-off of each dinner meeting
Chapter provides resume postings Pending
Chapter provides outreach to university
& colleges
CSUMB Speakers
Chapter provides participation in
Congress events
Pending
Chapter provides opportunities to attend
Regional meetings
October 2013: Robin Hughes – Leadership Institute Meeting (LIM) New Orleans
March 2014: Barb Lang & Mitra Pederson – Region 7 Conference, Los Vegas
October 2014: Barb Lang – Region 7 Conference, Phoenix, Arizona
October 2015: Mary Towne – Leadership Institute Meeting (LIM) Orlando Florid
March 2016: Mitra Pederson – Region 7 Conference, Santa Fe, New Mexico
PMI Monterey Bay Chapter
Strategic Plan 2015-16
Financial Report
Summary
Beginning Balance $7,668.69
Revenue $7,181.26
Expenses $5,692.32
Ending Balance $9,157.73
Total Increase 2015 $1489.04
PMI Monterey Bay Chapter
Summary January 1 to December 31, 2015
Membership
•STATUS
• For 2015-2016 on a month-to-month basis, membership varies between 94-100 members
• As of February 2016 currently 94 members
• Members with PMI certification (one of 3 variations) – 62 (66%)
•GOALS
• Increase chapter membership to 110 members
• 80% of chapter membership with PMI certification (88 members)
PMI Monterey Bay Chapter
2015 -2016
6
1 2
3
6
1
6
17
19
13 14
36
0
5
10
15
20
25
30
35
40
Month
6 Month
PMI Monterey Bay Chapter
Chapter is 10 years old – Meetup Started January 1, 2010
Meetup
Project Management Professional
-Eligibility Requirements with Four Year Degree
• A four-year degree
• At least three years of project management experience
• 4,500 hours leading and directing projects (auditable)
• 35 hours of (approved) project management education (~$1200) –
Pay another $400
• …and pass a really hard exam
PMP
PMI Monterey Bay Chapter
Maintain
Certification
PMI Monterey Bay Chapter
60
PDU
Education (Minimum 15 35)
• PMI Rep, Chapter, Communities, Courses
• Continuing Education
• Self directed learning (Max 30)
Giving Back (Max 45 25)
• Creating Project Management Knowledge
• Volunteer Service
• Work as a Professional (Max 8)
3 Year Cycle to Renew
December 1st 2017
PMI Monterey Bay Chapter
Education has to be aligned with the Talent Triangle (Min 8 each)
Technical Project Management:
Knowledge, skills and behaviors related to specific domains of Project,
Program and Portfolio Management.
Examples: Requirements gathering techniques, Project controls and
scheduling, Risk Management, Scope management or Agile tools and
techniques.
PMI Monterey Bay Chapter
Education has to be aligned with the Talent Triangle (Min 8 each)
Business and Strategic:
Knowledge of and expertise in the industry or organization that enhances
performance and better delivers business outcomes. This is the ability to
connect the dots between the projects and the larger organizational
strategy and to understand the overall business context.
Examples: Business acumen, Finance, Operational functions (e.g. legal,
marketing), Strategic planning/alignment, Contract management,
Complexity management.
PMI Monterey Bay Chapter
Education has to be aligned with the Talent Triangle (Min 8 each)
Leadership:
Knowledge, skills and behaviors specific to leadership-oriented, cross-
cutting skills that help an organization achieve its business goals.
Examples: Negotiation, Conflict Management, Motivation, Giving/receiving
feedback, Influencing, problem solving, Team building, Emotional
Intelligence.
1. Breakfast Meeting (1st Tuesday, 1 PDU)
2. Dinner Meetings (3rd Thursday, 1.5 PDU)
3. Be a presenter
4. Volunteer
5. Courses
We put our events on Meetup.com
www.meetup.com/PMI-MontereyBay
--as well as our website
www.pmi-mbay.org
PMI Monterey Bay Chapter
Monterey Bay PDU Offerings
Total Need
Number of meetings 7 3 6 3 5 2 35 35
Technical Project Management: (8) 4.5 4.5 3 12.0 8January 21, 2016 - "Requirements" Ken Dirks 1.5 1.5 1.5
February 18 – “Follow the Money”– Mary Jo Zenk 1.5 1.5 1.5
July 16 – Can Waterfall and Agile be Friends 1.5
August 21 – Carmel International 1.5
Leadership: (8) 4.5 3 3 10.5 8June 16 -" Career Night" 1.5
March 17 – “Annual Meeting”– Mary Towne 1.5 1.5 1.5
April 21 – New CCR + PMI Hot Topics -Deby Covey 1.5 1.5 1.5
Business and Strategic: (8) 1.5 3 1.5 3 1.5 2 12.5 8May 19 - "City Planning" Doug Yount 1.5 1.5 1.5
Breakfast Meetings 3 3 2
Year 1 Year 2 Year 3
Brainstorm
• See the list of courses to be
offered
• Pick top three you would like to
attend
PMI Monterey Bay Chapter
• Build a Professional Network
• Gain Skills and Experiences
• Develop as a Leader
Benefits of Volunteering
PMI Monterey Bay Chapter
Volunteering
Volunteers Make the Chapter Work
• Elected officers: – President (past, present, future)- Lead and Encourage
– VP Admin- Records
– VP Finance- Money
– VP Membership- Attract members
– VP Programs- Plan Dinner Presentations
• Presenter
• Volunteers – Events Coordinator
– Marketing Coordinator
– Outreach Coordinator
– Website Administrator
PMI Monterey Bay Chapter
PMI Opportunities PMI Website -Highlights Current Knowledge/Articles
-PMP Courses
-On-line Courses
-Knowledge Database
People Skills -Build Relationships
-Improve Teamwork
-Lead Meetings
-Learn to Influence, Negotiate and Manage Conflict
-National/International Volunteer Opportunities
National/International
Conferences -Keynote Speakers
-Chapter Related Seminars
-Workshops/Panels by Chapters
PMI Monterey Bay Chapter
• Term of Office: July 1 – June 30
– Except President (3 years as -elect, current, past)
• Ballot by email or Survey Monkey
• Must be member of PMI and PMI Monterey Bay
• Please consider a run for office!
PMI Monterey Bay Chapter
Board Elections
Volunteer Extraordinaire
Bill Wiltschko
PMI Monterey Bay Chapter
Volunteer of the Year
2015-2016
Joe Sweeney III
PMI Monterey Bay Chapter
Questions?
Thank-you for attending!
We are glad you came!
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