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PMI-Upstate NY Strategic Planning Briefing

PMI-Upstate NY Strategic Planning Briefing. May 19, 2004. PMI-UNY Strategic Planning Process. STRATEGIC PLG PROCESS. *Courtesy of PMI Leadership Meeting. Phase I: Customer Satisfaction; Strengths, Weaknesses, Opportunities, Threats (SWOT) Analysis Phase II: Vision, Mission development

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PMI-Upstate NY Strategic Planning Briefing

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  1. PMI-Upstate NYStrategic Planning Briefing May 19, 2004

  2. PMI-UNY Strategic Planning Process

  3. STRATEGIC PLG PROCESS *Courtesy of PMI Leadership Meeting Phase I: Customer Satisfaction; Strengths, Weaknesses, Opportunities, Threats (SWOT) Analysis Phase II: Vision, Mission development Phase III: Goals, Objectives, Measures, Targets Development (using Balanced Scorecard) Phase IV: Initiatives development, prioritization, and planning

  4. Balanced Scorecard • Financial • Customer • Internal Business Processes • Learning & Growth *Courtesy of Balanced Scorecard Collaborative

  5. PMI-UNY Vision and Mission

  6. VISION To be a recognized leader in promoting professional project management within the business, education, and government communities of Upstate New York

  7. MISSION To serve Upstate New York project management professionals by: • Advancing the project management profession • Fostering project management best practices • Providing project management networking opportunities • Serving as a resource for PMP certification

  8. PMI-UNY SWOT

  9. STRENGTHS • Consistent, convenient Chapter Meetings • PMP Preparation Class • Number of Chapter PMPs • Chapter website • Committed/effective Board and volunteers • Speakers/programs • Email Reminders

  10. WEAKNESSES Membership comp/ participation • Chapter mbr participation • Coordination with local companies, schools, state Communications • Regularly gathering feedback from the membership • Communications with those who don’t renew memberships • Outreach with members (esp w/ those who don’t attend meetings) • Recognition of chapter member accomplishments • Name tags at meetings • Chapter newsletter Board • More focused/productive, shorter board meetings • Board/volunteer time constraints (part-time) • Better board transition Chapter Meetings • Well-known speakers • Chapter member attendance • Presentation quality/relevance Activities/Services • Electronic payment • Best practices sharing

  11. OPPORTUNITIES Communications • Advertise meetings more extensively • Chapter newsletter • Gather more frequent chapter member feedback • New member package Other • Visit other chapters • Find new revenue opportunities sharing (website, meetings) • User Groups Chapter Meetings • Professional/well-known speakers Activities/Services • Electronic payment • Job search assistance (website, meetings) • Best practice • More extensive use of website Membership comp/participation • Chapter involvement in corporate/state/college • Chapter involvement in PMI conferences

  12. Threats Board • Board participation and time constraints • Direction/vision Chapter meetings • Lack of interesting/engaging programs Chapter membership • Lack of interest/time of members to participate/attend • Keeping membership • PM/PMP/PMI importance drops • Lack of awareness of members’ needs Financial • Economy • Costs/affordability

  13. PMI-UNY Balanced ScorecardStrategic ObjectivesMeasuresTargetsInitiatives

  14. FINANCIAL • Increase revenue to support chapter objectives $Revenue (TBD) • Corporate sponsorships • Advertisements • Raffles; fundraising • Subsidize activities • Increase membership

  15. INTERNAL PROCESSES • Operate more efficiently— % to time plan for chapter/board meetings (90%) • Board/Chapter meeting facilitator (time keeper) • Board transition process • Strategic planning process • Communicate more effectively to and among current/potential stakeholders # “news blips” distributed to membership (4; 1/qtr) • Quarterly News Blips • Member recognition (PMPs, project achievements) • Website maintenance

  16. ORGANIZATIONAL GROWTH • Improve organizational skills, capabilities, awareness # at National Leadership & Regional conferences (1/conf) New programs as a result of conference attendance (1) • Attend conferences and present viable options • Increase membership and its participation % Membership attendance at chapter meetings (25%) % Membership increase (20%) % Board member attendance at Board meetings (66%) • Board attendance policy • Increase chapter visibility and community involvement to expand stakeholder base # Increase in partnerships (2) # events/promos (1) • Executive symposium • Professional development days / Sponsorships

  17. STAKEHOLDERS • Maintain high stakeholder satisfaction % Stakeholder satisfaction (90%) • Annual member customer satisfaction survey • Member exit surveys following each program • Provide high quality, value-added member services to attract and retain members % Stakeholder satisfaction with job program (50%) % PMPs from prep class (70%) % Rating/program (85%) % Stakeholders considering PMIUNY source for best practices % Increase in website traffic (5%) • Job search program • PMP Certification Preparation • Recognized speakers program

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