PM for Nonprofits Project Kickoff Meeting

1. PM for Nonprofits Project Kickoff Meeting Karen Rybak, PMP Director, Community Outreach PMI Buffalo November 18, 2009

2. Agenda • Team Intros • Project Objective • Strategic Goals • Scope Components • Timeline • Volunteer Opportunities • Assignments and Next steps

3. Welcome to the Team! Intros

4. Community Outreach: Project Objective Needs Assessment: • PMI Buffalo members expressed a desire to get involved in the community • Nonprofit organizations wanted to learn how to manage projects more efficiently Proposed solution: To engage in a project to create an ongoing program to bring project management knowledge to WNY nonprofits

5. Program Strategic Goals • Increase visibility of PMI Buffalo and the project management profession • Develop a relationship with WNY nonprofit organizations • Cultivate a community appreciation for project management best practices • Identify potential new members • Provide opportunities for chapter members to use their skills in a volunteer setting and earn PDUs • Win a national PMI Component award for 2010

6. Program Strategic Partner United Way of Buffalo and Erie County

7. Program Components • Train • Nonprofit • PM • Mentor • Toolbox

8. Training Component • Nonprofits apply for training program and are selected to participate – low or no cost • Training by Mingus Associates Inc (MAI) • Project Management curriculum: 6 half-day sessions over 2-3 months • Half day Orientation Training for Mentors

9. Mentoring Component • Nonprofit participants are assigned a mentor while in training • PMP Mentors matched with organizations • Mentoring guidance provided for a specific project 3-6 months in duration • Mentors provide advisement for at least an hour each week.

10. Toolbox Component • Create a set of electronic templates suitable for nonprofit organizations

11. Program Scope Exclusions Managing projects for nonprofits – “doing” vs “mentoring” Custom training programs for a single nonprofit Consulting efforts that members typically offer for hire or conflicting with PMI offerings Organizations that are not a recognized charitable organization (501(c)(3) status)

12. Project / Program Relationship • 2013 Program • 2012 Program • 2011 Program • PM 4 Nonprofits Project • 2010 Program • (Pilot)

13. Proposed Timeline

14. Volunteer Opportunities Project: Admin Sub Team Project: Marketing Sub Team Project: Toolbox Sub Team Program: Mentoring How do you want to be involved?

15. Project Organization

16. Admin • Duties • Develop and document all program policies • Create all forms and eval surveys • Recruit and manage mentors • Assist with Project Management • Next steps (by 1st week January): • Develop mentor and nonprofit application forms • Develop program guidelines for organizations • Develop guidelines for mentors

17. Marketing • Develop promotional brochure / ppt • Determine “Value Proposition” for potential participating organizations • All program promotion • Next steps (by 1st week in January): • Develop all sales materials

18. Toolbox Create team Determine Toolbox depth Solicit template ideas to support training Construct basic template set for nonprofits Deploy electronically by February 28

19. Mentoring Duties: Participate in ½ day orientation session Mentor on a specific project assignment for 3-6 months, 1-3 hrs per week Evaluations

20. Next Steps Questions? What is your role? Tasks and timeframe Next Meeting?

21. The End