PMI ROCHESTER ANNUAL BUSINESS MEETING Confessions of a Business Meeting Growth because of Volunteerism
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Agenda Chapter Overview and Future Outlook • Board Strategies, overview/future Grow • President’s Initiatives • Sponsorship Flex Involve What We Know You Want to Know: • Membership Stats Promote • Financial position (includes impacts from covid-19) and re-planned budget/forecast • Our connection to you-Professional Development virtual events plans (was and is) Act • Ithaca growth and plans (re-imagining Sleeping Beauty, she has awakened!) • Marketing & Communications, how we broadcast wassup • Governance, bylaws, policy and elections (the “sexy” backbone of the chapter) • What Outreach looks like now that we can only reach so far • Upcoming Events/Volunteer Open positions and opportunities Confessions of a Business Meeting * 4
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Key Multi-Year Strategies ENGAGE AND RECRUIT MEMBERS ENSURE THE CHAPTER'S SUSTAINABILITY Grow membership while decreasing member attrition. Key processes are documented & repeatable. Our members are engaged and driving the services and We analyze and utilize our data to continuously programs we enable. improve. The chapter is financially stable, and reserves ENGAGE AND DEVELOP VOLUNTEERS are funded. Our volunteers are enriched in their experience. The next wave of leaders is regularly being Our leadership and volunteer base are diversified. identified and groomed. Engage our community to ensure the right volunteers are Succession planning for key positions is in in the right positions at the right time. place. DELIVER AND PROMOTE STAKEHOLDER VALUE Local organizations, practitioners, and potential practitioners know who we are, what we do and acknowledge the value we add. Members and certification holders perceive PMI and PMI Rochester as adding value to their professional careers.
2019/2020 Overview and future 2019-2020 – Focused on (NexGen), Agile Future – Diversity & Inclusion partnerships growth knowledge, volunteer growth/experience – Membership growth through outreach, – Diversity & Inclusion partnerships support and innovation – Membership retention and growth – Financial growth through memberships and – Member give-back sponsorships – Financial growth and sustainability – Social Good growth through more programs – Corporate and academic outreach – Project management for social good (RMAPI, and volunteerism – Grow visibility of the chapter to the ROC 2025, Catholic Family Services) Community through the Chamber of Comm – Professional development offerings – Grow Agile knowledge and attract Agilists – Agile (Disciplined Agile offerings, training, through programs, training, resources knowledge growth) – Grow knowledge of PM through reimagining – Enhanced marketing and branding (website, approach to Professional Development by social media, communications) – Technological growth (new and updated tools) partnering with other chapters and PMI GHQ 7
President’s Initiatives Diversity, Equity & Inclusion Disciplined Agile Champion Emerging Leader Fellowship seeks out minority-based Single Point of Contact to Recruit a NextGen PM professional organizations to chapter members continue to form alliances and Grow a leader in the chapter Access and dissemination of pathways that reflect our global resources Learn and experience organization's commitment to inclusion Training and resources Building relationships Partner with organizations in the Delivery of new opportunities Innovation community that we add PM and status of the global value/benefit to Creative thinking program Identifying and excising any Shadow the Board and learn Knowledge of Certification practices within our chapter Operations Roadmap organization that do not Provide PM experience in a support a culture of equality, Availability of free resources on learning environment justice and empowerment PMI Rochester DA webpage Raise awareness of events and milestones on the journey of DEI and populate our blog regularly with insightful resources 8
New! Sponsorship partner Benefits: • CPS handles all the sponsorship work • Chapter volunteers can focus on sponsor relationship In October 2019, PMI • Increased visibility for the chapter and Rochester partnered with sponsors CPS Media • National Corporate contacts • Partnered with over 25 other North American chapters • Promotional job space-local/national • Social Media sharing Confessions of A Business Meeting
Membership Statistics YTD 2020 Join the RETENTION (Goal 84%) 84%) TOTAL MEMBERS (Goal 991) 991) 859 Community & 74.25% tap into a new network with Membership History YTD ATTRACTI ATTRACTION ON GROW GROWTH TH our local PMI (Goal 24%) 24%) (Goal 8%) 8%) 933 928 902 906 879 chapter 6.54% -0.92% 0 0 0 0 0 0 0 JAN/20FEB/20 MAR/20 APR/20 MAY/20 6 MARCH 2020 10 Kati Swyers VP-Membership Confessions of A Business Meeting
Membership Credentials ROCHESTER CHAPTER MEMBER CERTIFICATIONS AS OF JUNE 26, 2020 PMP 24, 4% PMI-ACP CAPM 597, 92% 52, 8% PMI-PBA PMI-SP 22, 4% PMI-RMP PfMP 2, 0% 2, 0% 1, 0% 1, 0% # OF CREDENTIAL HOLDERS, % OF TOTAL 11
Local Chapter Membership Benefits • A large network of fellow project managers • PDU earning growth opportunities including chapter meetings, webinars, training, and the Professional Development Day • Submitting PDU claims for Chapter Events on behalf of members • Discounts to chapter events • Periodic new member orientations • Monthly news about chapter happenings • Mentoring program The local chapter is the heart of your • Volunteering opportunities including chapter membership. Here you can connect with operations and social good others locally to achieve great strides in • Notification of certification expiration and PDU your career and in your industry. Share opportunities solutions and ideas while enjoying • Reminders to renew membership professional development and • Welcome emails to new members networking events. • Guest Passes to recruit new members 12
VOLUNTEER SHOUT OUTS! A Heartfelt THANK YOU for all that each of you do! We wouldn’t be the organization we are (or be coming up on our 35 th Anniversary) if it were not for your hard work and collaborative spirit. 13
2020 PMI Rochester Chapter Survey As plans continue to unfold for the "re-opening" of businesses in our region the chapter continues to contemplate event planning and what is best for our members and guests. We recently solicited your feedback on what's appealing and valuable to you in these unprecedented times. 16
Survey Result Highlights Leadership Training & Chapter Meetings If we held a larger scale virtual event, what type of event scheduling would be most appealing to you? ½ day or smaller 41% sessions 8% 17% 9% 42% Full Day ½ Day 60-90 minute individual sessions scheduled over a few weeks None of the above 17
Finance (as of year-end 2019) 2015 2016 2017 2018 2019 Revenue $97,286 $151,369 $219,604 $205,319 $160,775* Debbie Jacyszyn Expenses $127,013 $123,707 $200,905 $205,566 $195,226** VP-Finance Reserves $157,202 $184,864 $195,391 $193,369 $166,395** PMI Rochester invests in initiatives to bring value to our members and the community Annual Membership / Networking / COP (over $5k), Sea Breeze Event ($5.75k) • Partial Subsidy of Monthly Meetings / Events (approx. $10k), Volunteer Development ($2.5k) • Grants ($4.25k) • Charitable Contributions (PMIEF $1.645k), RMAPI • Outreach (M.K. Gandhi Institute $15k, ROC the Project $2.8k, Mentoring over $1k) • * Moved a Training Program to January 2020 • **Paying forward items to better position the next year and maintain Reserves under $200k • 18
PMI Rochester Sources of Revenue 2019 Conferences Other and Workshops 1% Membership 8% Chapter 20% Meetings 7% Advertising & Sponsorship 17% PDD 47% Membership Advertising & Sponsorship PDD Chapter Meetings Conferences and Workshops Other Finance 27 June 2020 19
PMI Rochester Expenses 2019 Tech/Equipt/Supplies/ Administration Community Branding… 7% LIM/R4/Strategy Outreach 12% 12% Member Give Back/Appreciation/ Grants 13% Chapter Meetings 12% PDD & PD Conferences Administration Community Outreach 40% Chapter Meetings PDD & PD Conferences Member Give Back/Appreciation/Grants LIM/R4/Strategy Tech/Equipt/Supplies/Branding Finance 27 June 2020 20
Finance is both Strategic & Operational Strategic Operational Maintain the Sustainability of the Yearly Budget & Set-up • • Chapter Revisit Budget as necessary • Zero Based Budgeting Monthly Tracking Income & • • Investments Expenses • Long and Short Term Monthly Reporting – • Pay ahead expenses to better Investigate Trends & Accounting • • position next year Financials Ratios to better position Investigate Accounting Forecasting • Package/Tools Income Taxes • Quickbooks, PayPal, Excel – Internal Auditing • Credit Cards, Income, Expenses – 21
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