Doug Wilson Director of Education

1. Doug WilsonDirector of Education Mentoring PMP Prep Professional Development

2. Mentoring 2016 / 2017 • Piloted a new program that consisted of two 4-month sessions • Targets: • To offer a program that is easy to commit to • Provide opportunity for mentors and mentees to shuffleor remain in the same pairs • What we found: • Many participants felt it would be better for a single 5 or 6 month program • The two sessions were a lot of work for all involved andwe want to focus more on enhancing the experiencefor mentors and mentees rather than just making itmore work • Significantly increased enrollment • Looking at developing new program based on a single 5 or 6 month session timeframe

3. Mentoring 2016 / 2017 • Accomplishments 2016-2017 session • For each session: • 1 kickoff meeting • 1 checkpoint • 1 wrap up • Delivered PDU’s from all three areas of talent triangle • Topics have included • Maintaining a Mentoring Skill Set Inventory - group sharing vs only mentor and mentee. • Outcomes: • Support looking for new jobs and building skills sets • Build a network • Confidence building • Ground mentee in new job - ability to ask ‘how to’ questions in a safe environment

4. Mentoring 2016 / 2017 • Session 1: 28 participants • Session 2: 12 participants • That’s 40 participants for the year, up from 12 last year • Significant portion of boost could be due to new format being friendlier to schedules throughout the year

5. PMP Exam Prep • Three Sessions / Year • October 2016 • 15 students • January 2017 • 15 students • May 2017 • 15 students • PMP Exam Prep is one of the primary income sources for chapter • This year registration has been completely full – fantastic news! • Potentially due to changes in PMP exam coming with new PMBOK • Also could be due to superior value of PMI-DHC offering

6. Professional Development • Emotional Intelligence Workshop • Presented by Geoff Crane • Research Scientist – Emotional and Social • Competencies in the Workplace • 4 Saturdays with 23 participants • Overwhelmingly success and positive reviews • Planning for a Follow-up session • Intended for attendees of previous workshop • Potential to run again in the future based on how well it was received • Agile Course (Future offering) • Inquiring from a potential provider; requested additional information and proposal for Board review

7. How we make it happen! • Mentoring Committee • Karen Bridgman (Chair) • Mary Anne Slemon • Lori Da Silva • Jennifer Johnson • Royston Fernandes • Ron Gavrin • Katie Cronin Wood • Emily Van de Klippe • Professional Development Committee • Shelbie Clarke (Chair) • Kathryn Cox • Nick Hathorn • Rebecca Hoadley • Scott Hodgins • Justin Donaldson • PMP Exam Prep • Committee Chair • Terri Gudgeon • Instructors • Mary Anne Slemon • RanjiniCassup • Michelle White • Carrie-Ann Grimley • Stuart Brunt • Peggy Lalonde • Greg Watson • Ron Gavrin • Patrick Smith • Mark Guy • Susan Carroll-Clark

8. Leadership Institute Meeting – North America • Hosted by PMI – San Diego • Opportunities to network & problem solve with leaders from chapters all over the world • Various sessions to help address specific issues chapters are facing • Meeting with PMI senior • leadership • Inspiring keynote • speakers

9. Shelbie Clarke,Director of Membership Developing ways to help the chapter grow and enhance the membership experience. Running the Monthly Meetings for 70+ people. • Facilities / Catering / Beverages / Registration / Volunteers / PDUs / Supplies / Handouts / Surveys / Deck / Prizes / Set-Up & Clean-Up /Speaker & MC Logistics

10. Monthly Membership Meetings Attendance • CLIC was held 09/15 vs 11/16 • Ptbo meetings 03/16 vs 12/17

11. Monthly Membership Meetings Speaker • Kevin Aguanno was highest rated for 16/17

12. Monthly Membership Meetings Networking • Overall increase in networking activity ratings: 4.0 vs 3.7 YOY, listed as an area for improvement at the last AGM!

13. Monthly Membership Meetings Food • YOY decrease from 4.3 to 4.1

14. Monthly Membership Meetings Handouts • YOY consistent at 3.7, though data is skewed (may lead to a change on feedback form)

15. Monthly Membership Meetings Facilities YOY • YOY constant of 4.2

16. Monthly Membership Meetings Facility Averages

17. Monthly Membership Meetings Overall • YOY increase of 4.2 to 4.3 • Correlation: Speaker 76%, Facilities 11%, Food 18%, Networking 17%, Handouts 21%

18. Monthly Membership Meetings Thanks to our Volunteers! • Jeff Hassal • Bill Murray • Daniel Doberstein • Douglas Dillon • DelroyTrowers • Sylvie Edwards

19. Monthly Membership Meetings Fall 2017 • Sept. 19th, McLean Centre, Ajax:Dave Todaro, “The Agile Product Owner” • Oct. 19th, Abilities Centre, Whitby: TBD • Nov. 21st, LVIV Hall, Oshawa: TBD

20. Membership Portfolio Long Term Short Term Definition of Registration Timelines: Initiation Additions and Changes to Pricing Scale for Students: Initiation Streamlined Registration Process: Phase 1 & 2 Execution • Increased membership outreach to cover our “region” • Break-even on monthly meetings • Dedicated research teams for venues, catering, speakers

21. Monthly Meeting: New Project • Project Objective: Enhance Member Onsite Registration Experience (Check-In, New Registrants) • Phase 1: Observe, Collect Data, Gather Feedback • Phase 2: Develop & Implement Solutions • Improvements to manual Process’ • Develop and Implement web solution to manage “back office” (e.g. Attendance Tracking, PDU submission) • Phase 3: Solution Refinement • Fine tune processes • Refine “back office” web solution • Develop front-counter mobile app

22. Israel UfomaduDirector of Marketing and Communications Social Media • Implemented Hootsuite (Centralized Management tool • For all our social media accounts – Facebook/LinkedIn/Twitter) Communications

23. Marketing and Communications Social Media • Implemented Trello (Task Management tool • For all our communications and meetings, etc.) Communications

24. Marketing and Communications • Newsletter • Website facelift • Volunteers: • Dennis Abuan • Claudia Silvera • Pauline Green Look Ahead

25. Joe CampaVP Business Operations

26. PMI-DHC Presents 1st Annual Charity Golf Tournament ***CANCELLED*** Go/No-Go decision triggered Lessons Learned Implemented

27. VP Business Operations Look Ahead • Sponsorships/Partnerships • Working with organizations within our community to try and provide additional opportunities for both chapter and organizations

28. Katy PrivettDirector of Volunteers Volunteers Students Special Projects

29. Student Symposium – Fleming and Durham • Successful event for students, event was planned, designed and executed by the Students • PMI-DHC is a sponsor for both events, we provide guidance, leadership, and sponsorship • Excellent tool for getting students excited about their upcoming careers and giving them advice on how to be successful in job searches

30. Annul competition between Students at the University level on16 Categories • PMI DHC founded the relationship with other Chapters and PMIEF. • This grew to PMIEF full sponsorship, along with the help of Volunteers from the PMI Chapters in Ontario • Friday and Saturday in January at the Sheraton Hotel Toronto • Friday evening Students and Sponsors networking/dinner • Saturday – All day Judging for the PMI Case Boss Challenge (created by Katy Privett – DHC)

31. Future City Competition Future City is a project-based learning program where students in 6th, 7th, and 8th grades imagine, research, design, and build cities of the future. Frist Year that Canada participated in the competition. Winners from Ontario and PEI went to Washington DC. Competition for Ontario was held at the Durham District School Board in Whitby. Volunteers from DHC, Toronto, Lakeshore helped judge PMI presented the winner of the Best Project Plan Link to the Overview https://www.youtube.com/watch?v=reRAv9lcWnU

32. Future City Competition

33. Carrie GrimleyDirector of Governance Governance and policy maintenance Adherence to chapter policies and bylaws Nominations and election process

34. Google Docs Project Team Research and analysis conducted throughout 2016. Final recommendations presented to board Thank you to: Natasha Toney Linda de Boer Stephany John OmoruyiKyare CaralaCriistina AysahaSherazi Collin Lord Donette Falconer Elizabeth Taylor

35. Welcome our NEW Board Members DelroyTrowers Joe Campa • Erin Ramirez

36. Your PMI- DHC 2017-2018 Board of Directors Joe Campa • Carrie-Ann Grimley Doug Wilson Maddie Sanders Shelbie Clarke DelroyTrowers Ranjini Cassup Past President Erin Ramirez Israel Ufomandu

37. THANK YOU! • Board Of Directors • Katy Privett • Cameron Linton

38. Networking Activity - Barter Jigsaw Puzzle • Activity Part 2 Continued • Time: 10 minutes • Rules: • Small Groups of 5-7 per table • Each Table has a different jigsaw puzzle with the same difficulty level • The goal is to see which group can complete their jigsaw puzzle the fastest • Of course there is always a catch - Some pieces will be mixed around in other group’s jigsaw puzzles. It’s up to the team to come up with a way to get those pieces back. — either through negotiating, trading, exchanging team members, etc. Whatever they decide to do, they must decide as a group • How and what did your group do to complete the puzzle?

39. Motion: To adjourn AGM Motion to approve