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ANNUAL MEMBERSHIP MEETING J une 29, 2020 1 Agenda: 6:30 p.m. - PDF document

6/30/2020 ANNUAL MEMBERSHIP MEETING J une 29, 2020 1 Agenda: 6:30 p.m. Welcome 6:35 p.m. 2019 Overview 6:45 p.m. 2020 overview 7:00 p.m. Financial Review of 2019 & 2020 7:15 p.m. Question & Answer Period Annual membership meeting


  1. 6/30/2020 ANNUAL MEMBERSHIP MEETING J une 29, 2020 1 Agenda: 6:30 p.m. Welcome 6:35 p.m. 2019 Overview 6:45 p.m. 2020 overview 7:00 p.m. Financial Review of 2019 & 2020 7:15 p.m. Question & Answer Period Annual membership meeting 2 2 1

  2. 6/30/2020 MISSION & VISION MISSION: • PMI-MN's mission is to provide value to members and the community through opportunities for career development and to advocate the advancement of the project management profession and its disciplines. VISION: • PMI-MN will be recognized globally as a premier, best-in-class, innovative community of project managers who embrace world class practices. Annual membership meeting 3 3 2019 BOARD OF DIRECTORS Janice Pyka, MBA, Masters in Project Mgmt Devi Chetty, PMP President Director at Large president@pmi-mn.org Devi.Chetty@pmi-mn.org Sara Swanson, PMP, CSM Michael O’Connor, Ph.D., PMP, PgMP, IPMA-B, President Elect & Chief Operating Officer NPDP presidentelect@pmi-mn.org Director at Large Michael.OConnor@pmi-mn.org Mohamed Diab, MBA PhD, PMP Past President Manish Kalra, MBA, PMP, CSM pastpresident@pmi-mn.org Director at Large Manish.kalra@pmi-mn.org Adam Cherrill, PfMP Director of Finance Alisha Walter, PMP directorfinance@pmi-mn.org Director at Large Alisha.Walter@pmi-mn.org Geraldine Marks, PMP, MBA, CPPM, Six Sigma Director of Governance directorgovernance@pmi-mn.org Annual membership meeting 4 4 2

  3. 6/30/2020 2019 OPERATIONS COMMITTEE Benjamin Crist Bill Anderson Sponsors Chair Finance Chair Chairsponsorship@pmi-mn.org chairvfinance@pmi-mn.org Ken Schacher Melissa Hvidsten (ND) Shanna Skallet (MN) Professional Development Chair chairprofdev@pmi-mn.org Community Outreach Chair chairoutreach@pmi-mn.org Brandon Guthman IT Chair Ruth Birkholz chairit@pmi-mn.org PDD Chair chairpdd@pmi-mn.org Craig Kilford Programs Chair Gabi Ikumola chairprograms@pmi-mn.org Membership Chair chairmembership@pmi-mn.org Oswald Dema Glory Ikeata Miriam Isaac Volunteer Services Chair Marketing & Communications Chair chairvolunteerservices@pmi-mn.org chairmarcomm@pmi-mn.org Annual membership meeting 5 5 2019 STRATEGIC OUTCOMES The overall 2019 Chapter strategic objectives were: • Identify and appeal to changing networking requirements of next generation • Improve accessibility for delivered services • Deliver only high value best in class (diversify and solidify revenue streams) • Increase brand awareness and clarify value proposition • Revisit Organizational Structure Annual membership meeting 6 6 3

  4. 6/30/2020 2019 Scorecard Core Service Measure Target 2019 Result Membership Retention Rate 75% Target Met – 80.47% Events Number of event hours Hold more than 30 events Target Met (dinners, breakfasts, luncheons, seminars outreach programs, networking events) Website Website current Monthly Updates Target Exceeded Communications Number of communications via newsletters or 36 Target Met eblasts (12 newsletters and 2 monthly eblasts) New Members, PMI Credentialed Number of communications recognizing new Via newsletter and VOM during Target Met – Included in chapter dinners; 35 th Anniversary Recognition members, PMI credentialed monthly newsletters and Celebration at St. Paul Saints meetings Game Marketing Introduction and Benefits Package complete Updated Sponsor/Partner Target Met Package Offering Kit Transitioning/Orienting New Orientation meeting completed; transition plan Annual Leadership Transition Target Met – November 2019 Community Leaders delivered Meeting Strategic Planning Complete Strategic Alignment worksheet Fall and Spring Strategy Planning Target Met Events Scorecard Report Report completed Annually Target Met Presentation Title 30 JUNE 2020 7 7 2019 Extended Services Extended Service Measure Target 2019 Result PMP Exam Preparation Number of course offerings 4 Target Met – 3 PMP Certification Course Courses and 1 PMP Boot Camp Seminars Number of seminars 4 Target Missed – Held 2, 1 cancelled due to low registration, 1 moved to January 2020 at speaker’s request Community Outreach Number of meetings 16 Target Exceeded – 18 Events: St. Could, Duluth, Fargo and Bismarck Annual membership meeting 8 8 4

  5. 6/30/2020 2019 Membership and Certifications Membership Category Number of Members Renewing Members 3,064 New Members 674 TOTAL MEMBERS 3,742 Credential Held Number of Members Retention Rate 80.47% PMP 2,485 PMI-ACP 90 CAPM 67 PgMP 12 PMI-PBA 15 PMI-RMP 4 PMI-SP 3 PfMP 4 TOTAL 2,680 Presentation Title 30 JUNE 2020 9 9 2019 CHAPTER RECOGNITION In 2019 PMI-MN was recognized for the celebration of their 35th Anniversary as a Chapter. We celebrated with a Saint Paul Saints Game! It was a fun night out that included a meal, the baseball game, PMI MN was displayed on the big screen recognizing their 35th anniversary and a friendly competition by four of the PMI Minnesota attendees during an inning break with a tire race. It was a rainy night, but fun was had 2019 President Elect by all that attended. Sara Swanson with PMI MN Chapter Founder and first President Robert J. Yourzak at the Chapter’s 35 th Anniversary Celebration Annual membership meeting 10 10 5

  6. 6/30/2020 2019 MEMBERSHIP As of March 2020 we are proud to report that we are the 14th largest chapter in the PMI Global organization out of 309 chapters globally. Chapter leaders are working hard at listening to members, to better understand their needs, so we can deliver the valuable programs and opportunities they need to grow and enhance their careers. We are making measurable progress, and recognize we have more work to do. MN Chapter membership surveys are distributed by PMI MN and PMI Global for PMI MN annually Membership Category Number of Members Renewing Members 3,064 New Members 674 TOTAL MEMBERS 3,742 Retention Rate 80.47% Annual membership meeting 11 11 2019 VOLUNTEERS Many members gave generously of their time, talent and expertise this year to benefit all members and our communities by serving on the Chapter Board and committees, planning events, teaching courses. Results: • Over 180 members volunteered their time during 2019 Annual membership meeting 12 12 6

  7. 6/30/2020 2019 PROFESSIONAL DEVELOPMENT DAYS The four-day event was held in September 2019 at the RiverCentre in St. Paul. Results: • More than 519 individuals registered for a total of 974 various sessions during PDD in 2019. The planning for the event involved collaboration across the PDD committees and PMI MN Operational Committees. More than 50 individuals volunteered over the course of the four-date event. The event was also a key success based on survey feedback from attendees. Annual membership meeting \ 13 13 2019 NETWORKING • Great Women Event • Great Men Event • First Annual Diversity and Inclusion Event Annual membership meeting 14 14 7

  8. 6/30/2020 2019 COMMUNITY OUTREACH PROGRAM Hosted meetings for current and prospective PMI members in the following locations: Central MN, St. Cloud area - 6 Duluth, MN / Superior, WI - 4 Moorhead, MN / Fargo, ND - 4 Central ND, Bismarck – 4 Colleges and Universities participating and sponsoring Outreach events: MnSCU(MN State Colleges and Universities System) in Mankato, St. Cloud and Moorhead St. Scholastica in Duluth, Fargo and St. Cloud St. Mary in Fargo and Bismarck North Dakota University in Grand Forks Annual membership meeting 15 2020 BOARD OF DIRECTORS Jacque Ince, PMP Sara Swanson, PMP, CSM, PMI-ACP Director at Large President & CEO Jacque.Ince@pmi-mn.org president@pmi-mn.org Michael O’Connor, Ph.D., PMP, PgMP, IPMA- Ruth Birkholz, MBA PhD, PMP B, NPDP President Elect & Chief Operating Officer presidentelect@pmi-mn.org Director at Large Michael.OConnor@pmi-mn.org Janice Pyka, MBA, Masters in Project Mgmt Alisha Walter, PMP Past President pastpresident@pmi-mn.org Director at Large Alisha.Walter@pmi-mn.org Manish Kalra, MBA, PMP, CSM Michelle Wilson Director of Finance directorfinance@pmi-mn.org Director at Large Michelle.Wilson@pmi-mn.org Geraldine Marks, PMP, MBA, CPPM, Six Sigma Director of Governance directorgovernance@pmi-mn.org Annual membership meeting 16 16 8

  9. 6/30/2020 2020 OPERATIONS COMMITTEE Benjamin Crist Lee Skolasinski Finance Chair Sponsors Chair chairfinance@pmi-mn.org Chairsponsorship@pmi-mn.org Open Ken Schacher Community Outreach Chair Professional Development Chair chairoutreach@pmi-mn.org chairprofdev@pmi-mn.org Kimberly Berger Brandon Guthman PDD Chair IT Chair chairpdd@pmi-mn.org chairit@pmi-mn.org Open Open Membership Chair Programs Chair chairmembership@pmi-mn.org chairprograms@pmi-mn.org Miriam Isaac Glory Ikeata Marketing & Communications Chair Volunteer Services Chair chairmarcomm@pmi-mn.org chairvolunteerservices@pmi-mn.org Annual membership meeting 17 17 2020 MAIN CHALLENGES 2020 Our main challenges are: 1. COVID-19 pandemic and the suspension of in- person meetings starting in March and continuing through the end of 2020 2. Ensuring we promote our events to our Chapter members 90 days ahead of the scheduled events date 3. Onboarding enough Volunteers to execute the effort needed to set up and execute the events 4. Expanding our marketing and communications capabilities 5. Regular follow up and events to get new members engaged in our Chapter and open to volunteer opportunities. Annual membership meeting 18 18 9

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