PMI® Great Lakes Chapter Annual Business Meeting …pmiglc.org/images/downloads/2016_Dinner_Meeting_Presentations/... · PMI® Great Lakes Chapter Annual Business Meeting 2016

PMI® Great Lakes Chapter

Annual Business Meeting 2016

December 12, 2016


Agenda

• Call to Order 6:45 pm ET

• Welcome and Introductions

• Chapter Governance

– 2016/2017 Officers

– Mission and Vision

• 2016 Operations Review (Significant accomplishments)

– Financial Review

– VP Reports

• Close

Board of Directors - Executive Committee

2017 Executive Committee2016 Executive Committee

President - Thagu Vivek, MS., MBA., PgMP

Past President - Lisa Foster, MBA, PMP, CSM

President-Elect – Ronald Papa, PMP, Ph.D.

VP Admin. - Raj Sivakumar, PMP

VP Communications - Sean McConnell, PMP

VP Finance – Gilbert Rollins, PMP

VP Marketing – Paul West, PMP

VP Membership – Srini Pinnamaneni, PMP

VP Outreach – Bill Moylan, PhD, PMP, FESD

VP Prof. Dev. – Ann Skinner, PMP

President - Lisa Foster, MBA, PMP, CSM

Past President - Neil Goldman, PMP

Pres-Elect - Thagu Vivek, MS., MBA., PgMP

VP Admin. - Raj Sivakumar, PMP

VP Communications - Sean McConnell, PMP

VP Finance – Gilbert Rollins, PMP

VP Marketing – Kent Potts, PMP

VP Membership – Srini Pinnamaneni, PMP.

VP Outreach - Rose Tyler, PMP

VP Prof. Dev. – Bill Moylan, PhD, PMP, FESD


OOP Team

• 2016

• President – Lisa Foster

• President-elect – Thagu Vivek

• Past-president – Neil Goldman

• 2017

• President – Thagu Vivek

• President-elect – Ronald Papa

• Past-president – Lisa Foster


Strategic Direction

Vision Statement

We Empower Project Leaders to Deliver Results that Drive

Southeast Michigan Forward

Mission Statement

PMI-GLC's mission is to develop and enhance the strategic,

technical, business management, and leadership skills that

empower project management professionals and the

organizations they serve

2016 Roadmap 3 – 5 Years

2016 2017 2018 2019

Clear

Member

Value &

Message

Increase

Volunteerism

OTM

Offerings that

Motivate

Become “The

Project

Management

Brand…”

Increase

transparency

Improve

Messaging

Incease

Member

Value

Improve

volunteer

experience

Increase

opportunity

visibility

Increase the

number of

offerings

Increase

Engagement

Increase

Corporate

Partnerships

Build a Brand that Understands Membership and all Stakeholder needs especially

Corporate Partnerships. Deliver offerings that motivate, create and grow Project

Managers now and in the future.

We

Are

Here

2015

Focus on

Strategic

Identify

strategic

direction and

plan then

execute to

plan

Start

Marketing

program


2016 Initiatives

• “Project Management Creativity for Business Value and

Organizational Success” – Strategic Theme

• Focus the Executive Committee on executing Strategy

• Present a Clear Member Value and Message

• Become “The Local ”Project Management Brand” for:

“A” Academia

“B” Business

“C” Community

• Increase/improve Corporate Partnerships

• Big Three

OEMs

• Initiate Michigan Chapter Collaboration

• Create More Active Volunteerism

Focus on Chapter Members

Increase Chapter Visibility

• Be “The” Project Management Brand for A,

B, C

• Create corporate engagement with Big

3/OEMs

Effectively Coordinate Chapter Initiatives

•Inventory all projects/initiatives

•Create a chapter portfolio

•Assign portfolio areas to each functional area

Relentless Membership/Potential Member Focus

(Member ROI (WIIFM)

Increase value to our members

• Provide programs that cater to member’s interest

* Determine member interests (survey strategy)

• Determine corporate interests (to serve members)

• Communicate Big PMI & GLC Affiliates benefits to

members

• Create opportunities to showcase PMIGLC

members, their skills

* Develop member/volunteer recognition program

(attendance punch cards, loyalty program,

certificates)

More Active Volunteers

Understand Stakeholder Needs & Expectations

Objectives

A BOD with a Laser-focus on GLC Strategy

Build momentum via annual themes

Increase marketing / social networking /

web presence

Increase member engagement through

regular and varied contact

Effectively Coordinate Chapter Initiatives

Run initiatives as projects in the GLC

Portfolio

Develop a light-weight process to manage

PMI GLC’s portfolio of initiatives

Track progress, accomplishments and

report back to membership• Inventory all projects/initiatives

• Create a chapter portfolio

• Assign portfolio areas to each functional area

Objectives

Brand our Chapter as “The” PM Organization

Significant Accomplishments

• Membership

– Guest Pass, PDU Advantage

– Refer-A-Friend

– Golf Outing

• Marketing

– Increased event publicity

– Developed and launched a brand

improvement initiative

– Grew relationships with sponsors

• Communication

– Implemented a new website

– Worked with marketing on brand

improvement

• Professional Development

– PMP Exam Prep at LTU & EMU

– Symposium/Novi & PDD/Troy

– Monthly Meetings + Open House

– Leadership & Comm’s Seminars

• Outreach

– Quarterly Corporate Roundtables

– PM101 Skills for Life @ Univ’s

– Future City Competition award

– Annual Scholarship with PMIEF

• Admin

– Volunteer Appreciation

– Streamlined contract approval


Financial Overview 11/30/2016

Balance Sheet


Financial Overview


2016 Budget


Administration Team

2016

• Vice President – Raj Sivakumar

• Director, Volunteer Recruitment and Recognition - Surya Prakash

• Director, Contracts Management - Hari Ramaswamy

2017

• Vice President – Raj Sivakumar

• Director, Volunteer Recruitment and Recognition - Surya Prakash

• Director, Contracts Management - Hari Ramaswamy

Administration


• Initiated the migration of the Board’s document repository from

Sharepoint to Google docs.

• Conducted 10 Board of Directors meeting at ESD, Southfield.

• Maintained the chapter assets inventory at our storage location in

Southfield.

• Conducted a volunteer appreciation event in February of 2016 ( Total

number of volunteers recognized: 37

• Support and manage the Volunteer resource needs of the chapter.

• Enrolled 12 new volunteers to the chapter.

• Manage and maintain the chapter contracts

• Currently 38 active volunteers.


Communications Team

2016

• Vice President – Sean McConnell

• Director of Social Media– Atul Kalia

• Manager of Web Services – Dan Cohen

• Manager of Facebook – Lonie Elrich

• Manager of Email – Stan Green

2017

• Vice President – Sean McConnell

• Director of Social Media– Atul Kalia

• Manager of Web Services – Dan Cohen

• Manager of Facebook – Lonie Elrich

• Manager of Surveys – Suzann Tets

• Manager of Email – Stan Green


Communications• New Website www.pmiglc.org:

• Members can seamlessly use pmi.org accounts on our new site

and register for dinner/events.

• Automated emails blast for expiring members and welcome email to

new members (both automated). Can see the increase in

membership as a results. (1682 today, up for 1500).

• Vouchers and coupons codes for board members / special guests.

• Exec. Committee & Directors pages updated with photos/emails.

• Calendar events secured by groups: All, Chapter Members only,

BOD only.

• Next Dinner meetings appears on front page automatically.

• Email blasts are now centralized on new site – (internal & external).

• Internal emails always use current membership list from PMI.ORG.

• Photo gallery and speaker presentations are uploaded after every

meeting and some are locked to members only.

http://www.pmiglc.org/

PMI® Great Lakes Chapter9

Communications• New Website www.pmiglc.org:

• Jobs board is self containing, current and easy for recruiters to use.

• Symposium presentations were locked to Symposium Attendees who are

Chapter Members / dropbox.com email was sent to all symposium

attendees much later (by design).

• Current Newsletter is posted every month online and all 2016 newsletters

are stored in archives.

• Can edit Chapter Member information from the website, helped people who

have emailed the site or responded to an email blast.

• Members Area: Members Directory, Forum, Classified & Jobs Board

• Replaced stock photo with actual photo from PD Day on website.

• Live Tweeter Feed on the front splash.

• Meeting registration information now stored online and reports available to

entire BOD – important data for next symposium.

• Now providing PhD Candidate the ability to post surveys

• Event & Dinner meeting surveys now send via Website and results stored

online.



Communications

Accomplishments:

•10 Newsletters published - on time

•19/20 Dinner meetings email blasts and reminders sent on time.

•Cost Savings: Eliminated these items (sharepoint, webhosting, 2 web

domains: $690).

•Cut $5k from 2016 budget and was still under budget for the year.

•No longer need to worry about web domain renewals.

•Heavily management of email blasts and newsletters to promote events

including teasers: “last change for early bird” – made a big difference in

terms of people who registered.

•Created several new chapter email addresses and various email admin

tasks.


Communications

Accomplishments:

•Checked [email protected] for responses – helped over a dozen people

with request and questions.

•On boarded new volunteers: Facebook MGR, WebServices MGR,

Social Media Dir and Surveys Manager.

•Able to get control of domain www.pmiglc.org (bought it back) for email

project

•Rebranded email blasts using Floppy Revolution template

•Hootsuite Deployment – social media from one suite twitter,

linkedin.com, facebook and Instagram.

•New Facebook Page – old site deleted and Manager to oversee it.

mailto:[email protected]



Communications

• 2017 changes

• Focus on LINKEDIN.com - this is where are members are, we

need to make that page an extension of the website.

• Hootsuite needs work and look better with Linkedin.com

• Change Hootsuite / scheduled social to match email

• Coordinate the email blasts (internal) with external (Marketing)

• Restart Email Plan migration plan.

• What didn’t work

• Recruiters don’t know they can post jobs with us.

• Need to meet more with Communications team.

• Social Media posts were not consistent.

• Email Plan migration never got off the ground.

• Sharepoint site was often down and support was non-existent

• Lot of daily tasks – need to delegate more (vouchers, coupons,

email support, PhD surveys)

Membership – Team

• 2016 Team

• Srini Pinnamaneni - VP

• Ron Papa - Director

• Sharry Fealk - Director

• 2017 Team

• Srini Pinnamaneni - VP

• TBD - Director

• Sharry Fealk - Director

Membership – 2017 Team

Srini Pinnamaneni

VP membership

(TBD)

Director - Member retention

Sherry Fealk

Director – Member promotions

TBD

Manager -

Membership

Customer service

TBD

Manager -

Membership

Retention

TBD

Manager – Golf

event

TBD

Manager – Happy

Hour

PMI® Great Lake Chapter

Membership – 2016 achievements

• Major events

• Happy hour

• Golf outing

• Automated reminders

• 90 days

• 60 days

• 30 days

• New members welcome

• Non member invitation

• Student members

• About to expire

• Student members discount

• Photograph project

Membership - Totals

• Total Year over Year improvement – 10.5%

• Total today(end of Nov) - 1,682

Membership – Year over Year

• Total year over Year improvement – 10.5%

Membership - Credentials

Membership – member satisfaction

Membership - Corporate

Corporate Membership

Hewlett Packard 66

General Motors 64

DTE Energy 48

Comerica 33

Ford 33

Trinity Health 23

Ally 22

AT&T 21

BCBSM 21

Meritor 19

Ascension 15

FCA 14

Henry Ford Health System 13

Continental 12

Kelly Services 12

Accenture 11

Deloitte 11

IBM 11

The Auto Club Group 11

EDS 10

Membership – by CityBy City - Membership

Troy 134

Farmington Hills 92

Detroit 75

Rochester Hills 73

Novi 59

Sterling Heights 56

Southfield 50

Royal Oak 46

Livonia 45

West Bloomfield 44

Macomb 40

Lake Orion 39

Canton 31

Bloomfield Hills 30

Shelby Township 30

Auburn Hills 29

Clarkston 29

Northville 28

Rochester 26

Ann Arbor 23

Waterford 21

Commerce Township 20

Membership

• 2016 Golf Outing at Sylvan Glen Golf Course

• 48 Golfers enjoyed

• 18 Holes of golf

• Breakfast, Lunch, Dinner and Drinks!

• Lots of prizes!!!

• This event will be returning in 2017

• 2016 Happy Hour @ camp Ticonderoga in Troy

• 30 members enjoyed

• Planning to go for more in 2017

• PMI Guest Pass

• New members can have their chapter dues waived for the first year.

• Contact [email protected] to see if you or a friend qualify.

• Refer-A-Friend

• Refer a friend to PMIGLC and you’ll receive a free dinner meeting.

mailto:[email protected]


Outreach Team

• 2016

• Vice President – Rosemary Tyler

• Director….

• 2017

• Vice President – Dr. Bill Moylan

• Director of Academic Outreach: Minimol Mathew

• Director of Community Outreach: Sharon Spragg-Schaedel

•ESD Ambassador/Liaison: Ravi Krishnaswami

•GLC PM Book Club: Cheryl Pavic Henner & Neil Goldman

• Director of Corporate Outreach: Harish Pathria

•Manager of Corp. Roundtables & PM Talks: Tom Kueten

Outreach


• Corporate Outreach

• Conducted four quarterly corporate roundtables

• Community Outreach

• 2016 PMI Educational Foundation - GLC Scholarship

• Academic Outreach

• PM101 Skills for Life – Oakland University


Professional Development Team

• 2016

• Vice President – Dr. Bill Moylan

• Director of Certification - Diane Cairns

• Director of Symposium - Sarah English

• Director of Seminars & PDD - Paul Rapoza

• Director of Speakers - Suja Joseph

• Manager of Dinner Meetings - Atul Kalia

• 2017

• Vice President – Ann Skinner

• Director

Professional Development


• Conducted Certification Exam Prep Review Courses:• 4 PMP Exam Review classes at LTU [2] and EMU-Livonia [2]

• Continued collaboration with Lawrence Tech Univ. Alumni Assoc.; added Eastern Michigan University – Professional Development

• Exam Certification Process Improvement Study

• Conducted 10 Monthly Meetings at 3 Locations• Updated GLC sponsored PDUs to new Talent Triangle

• Direct submission of Monthly Meeting PDUs for GLC members

• 2016 Symposium at Suburban Collection Showplace, Novi

• 2016 Professional Development Day at Troy Marriott

• PM Seminars Suite - Leadership & Communications• 2 full-day and 6 half-day at EMU Livonia icw Toastmasters Clubs

Professional Development


• 10 Monthly Meetings at 3 locations [Southfield, Troy, Livonia]

• included: Leadership Forum, Networking Dinner, Featured Speaker

• Annual Symposium – April (500+ attendees)

• Networking Event - August

• Professional Development Day – October (~ 200 attendees)


Marketing Team

• 2016

• VP – Kent Potts

• Director of Sponsorship – Crystal Cotton

• Manager of Sponsorship – Anthony Amalraj, Synthia Adams

(formerly)

• Director of Marketing – Paul West

• Manager of Brand Marketing – Dejuan Calloway, Jonathon Falcon

• Manager of Publicity – Jeff Adams, Jayaram Narasimhan

• Marketing Volunteer– Hillary Stark, Asha Subramanian

• 2017

• VP – Paul West

• Director Of Marketing – Kent Potts


Publicity, Marketing, Sponsorship

• Enhanced efforts to publicize chapter activities• Highlighted activity benefits and offerings to members

• Engaged members with fresh, quality chapter activities

• Increased awareness of chapter activities among external stakeholders

• Implemented a PMI-GLC brand improvement campaign• The Mission: Build a PMI-GLC brand that understands membership and all stakeholder

needs - including Academia, Corporate Partnerships, and the Community. Deliver

offerings that motivate, create, and grow Project Managers now and in the future.

• Developed and assisted implementation of PMI-GLC brand improvement items for

Membership, Volunteers, Publicity, and Sponsorship groups.

• Developed plans for 2017 improvement actions.

• Partnered with sponsors to bring awareness to members of

their value, products, and services

Strengthening our presence in Southeast Michigan through sponsor relationships


Sponsorship

Sponsorship Level Sponsors Comments

Platinum Chapter

Sustained

The Judge Group The Judge Group participated in chapter planning introducing

the 1st symposium networking luncheon for sponsors.

Gold Chapter

Sustained

IIL, Microsoft PMI-GLC was a sponsor of the IIL IPM Day on 11/5/2016; IIL

also once again did an outstanding job on printing for both the

Symposium and PD Day Brochures. Microsoft continues to

build their user network and educate PMs on the value of

Microsoft Project to our community.

Silver Chapter

Sustained

CDH, Brightwing,

TEK Systems

CDH and Brightwing made their presence known gaining

valuable contacts and building relationships with PMs at multiple

events. Welcome TEK Systems as a brand new sponsor!

Premier

Symposium

Sponsor

ITMPI ITMPI continues to partner with PMIGLC to offer discounted

subscriptions to their “Ted Talk” like library of video training.

Symposium

Exhibitors

S3, NHLS, Pcubed Introducing S3 as a new sponsor this year. NHLS and Pcubed

valued the networking and quality contacts of Symposium joining

again this year.

Affiliates and Not-

for-Profit Exhibitors

Eastern Michigan,

Walsh College

PMI-GLC and MPUG partnered together to enhance event

publicity. Always a joy to have our local institutions of higher

learning returning. Thank you EMU and Walsh College!


Our Valued Sponsors

*Denotes new Sponsor

*

Closing

• Thank you to Exiting Board Members!!

• Our Review included

Chapter Leadership

Chapter Objectives

Chapter Financials

Review of each Leadership Team’s Areas

• Adjourn - 2016 Annual Business Meeting


Documents

PMI® Great Lakes Chapter Annual Business Meeting …pmiglc.org/images/downloads/2016_Dinner_Meeting_Presentations/... · PMI® Great Lakes Chapter Annual Business Meeting 2016