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Association Governance (AG)

Information for managing and leading a not-for-profit organization.

Friday-Saturday, 17-18 August 2008

Time

Title/Presenter

Location Description Presentation

10.00 am – 11.30 am

Power of the Profession Workshop
Part 1
Room 705/707

This workshop is facilitated by Component Mentor Program Member Advisory Group (CMP MAG*) Representative Ken Robson, PMP, Nancy Berger, Component Mentor Program Coordinator.

This workshop, the first in a series of three interactive workshops, will familiarize leaders with the Strategic Alignment Scorecard.  This workshop will also give some background to the history behind the introduction of Core and Extended services by PMI.

Attendees will get to work with their Component Mentor and other volunteer leaders to complete one section of the Strategic Alignment Scorecard. Upon conclusion, attendees will have gained an understanding of the Strategic Alignment Scorecard, and of how the Strategic Alignment Scorecard relates to the Multi-Year Business Plan and catalog of Core and Extended Services.

Attendees are encouraged to bring along to the workshop documents from their own components that can be used to help complete the Strategic Alignment Scorecard in the exercise sessions i.e. Component charter, Existing business plans, Component calendar of events etc.

*Attending this workshop is a prerequisite for attending workshop 2.

Presentation.pdf

10.00 am – 11.30 am

Tools & Techniques to Improve Your Next Component Workshop

Sharon Robbins, PMP
Kristen Baker, PMP
Betty Jane Hughes, PMP

Room 708/710 Every component has the responsibility to provide educational events to their members. This panel discussion will provide tools and techniques for planning and executing a “top-notch”, repeatable workshop. Discussion will cover topics such as: 1) standard checklists for planning the event, 2) auditioning presenters, 3) smooth execution, 4)contingency planning, 5) capturing and incorporating feedback to continuously improve all aspects of the events. 

 

Presentation.pdf

1.15 pm – 2.45 pm

Power of the Profession Workshop
Part 2

Room 705/707

This workshop is facilitated by Community Development Member Advisory Group (CD MAG**) Representatives Michael O'Brochta, PMP, Mauro Sotille, PMP, & Nichole Ritz, Community Development Planner.

This workshop, the second in this series, will familiarize leaders with the Multi-Year Business Plan template. Participants will work with their Component Mentor and subject matter experts to review and apply information towards the development of a three year community business plan.

This session will reinforce the strategic alignment workshop, demonstrate the long-term value of developing a business plan, and familiarize participants with the Multi-Year Business Plan template. Upon completion, participants will have gained an understanding of how to develop a three year business plan for their own community and knowledge of available resources to assist in that process. 

*Attending this workshop is a prerequisite for attending workshop 3.

Presentation.pdf
1.15 pm – 2.45 pm

Maximizing Benefit of Membership

Craig Radocy, PMP

Room 708/710 In this session, attendees will learn how to leverage the strength of PMI to build a support network of Project Management professionals, maintain proficiency, build leadership skills, and obtain/maintain certification. An artifact generated by this exciting program to help outline the potential benefits an individual can leverage to “Maximizing Benefit of Membership” will be distributed to all attendees. Presentation.pdf

Handout.pdf

1.15 pm – 2.45 pm

Creating a Bridge between the PM Community & Businesses

Laurel Sim, PMP, Neil Sanderson, PMP & Steve Morcom

Room 709/711 In this session, attendees will review a marketing plan template and sponsorship package and get tips on how to market their chapter and its products. Presentation.pdf

3.00 pm - 4.30 pm

Power of the Profession Workshop

Part 3

Room 705/707

This workshop is facilitated by Component Services Member Advisory Group (CS MAG***) Representatives Deena Gordon Parla, PMP, John Schmitt, PMP & Nichole Ritz, Community Development Planner. 

In this interactive session, attendees of the Strategic Alignment Planning and Reporting workshop will have an opportunity to learn more about how Annual Reporting of service delivery supports consistency and growth of member value by communities worldwide.  Attendees will receive detailed information about the reporting schedule options, submission format, content, and role of the SAS and Catalog as reporting tools.  This session will also include updates on Shared Services and will describe recent enhancements to the Toolkit and Catalog of Core and Extended Services.

Presentation.pdf

Handout.pdf

3.00 pm - 4.30 pm

Easing Transition & Setting a Common Foundation:
A Board of Directors Handbook

Aaron Hall, PMP

Room 708/710 This session will provide specific information on how to create a living document to support succession planning. Through reviewing a Board of Director's Handbook created to more effectively transition personnel, attendees will gain valuable information on succession planning and orienting new Board members. This session will also provide attendees with a copy of the Board of Director's Handbook for future reference. Presentation.pdf

Handout.pdf

3.00 pm - 4.30 pm Using the DEP & MS Office to Sustain & Increase Membership

Teresa Helleck, PMP

Room 709/711

In this session attendees will focus on understanding the reporting capabilities of the Data Exchange Program (DEP) and will learn how to integrate features and functionality available in Microsoft Office to generate and send personalized form letters to members and prospects to help sustain and increase membership.

Presentation.pdf

Handout.pdf

8.00 am - 9.15 am Small to Mid-Chapter Accounting for the Non-Accountant

Karl Meier, PMP

Room 705/707 This session will help those in charge of their Chapter’s finances determine the appropriate detail of revenue and expenditures to track and compile for the benefit of Chapter budgeting and reporting; and what needs to the tracked and compiled to meet the annual requirements for the Chapter’s charter renewal and annual IRS filings. This session is intended for small to mid-sized PMI Components who do not have the more complex accounting requirements as larger PMI Components. Presentation.pdf
8.00 am - 9.15 am Creating a Successful Outreach Program: Case Study

Scotty DeClue, PMP, Surendra Gupta, PMP, Roger Duke

Room 708/710 Through attending this session, PMI Component leaders will gain a better understanding of how they might develop and implement PM Community Outreach programs that will benefit their local communities and the PM profession. Presentation.pdf
9.45 am - 11.00 am 10 Keys to Successfully Finding, Developing & Leading Volunteers

Erika Flora, PMP

Room 705/707 This session will provide details on how to find, develop and manage volunteers. Attendees will learn practical advice on how to effectively attract, engage, lead, and grow a volunteer force in a way that is creative, unique, and effectively meets the needs of the chapter. Discussions will include the dos and don’ts of leading volunteers, and best practices for expanding volunteer teams. Presentation.pdf

Handout.pdf

9.45 am - 11.00 am Case Study: PMI Sweden Chapter's Experiences & Lessons Learned Forming Branches

Christian de Loes, PMP

  This interactive session will begin with a short presentation followed by a workshop. During the presentation portion, attendees will gain insights and lessons learned from the establishment and highlights from the first year of operation of the PMI Sweden Chapter's branch (formerly a LIG) for Programme Management. Attendees will gain an understanding of how community development offers the opportunity to transform Local Interest Groups into PMI Chapter Branches.

The workshop will allow participants to collaboratively explore how the branch structure in Sweden might be applied elsewhere in the PMI community, including areas of potential cross-community (chapter) cooperation. The findings from the group work will be presented by a representative of each group. The session will close with the presenter drawing conclusions.
Presentation.pdf