PMI Facts for Members August 20, 2007

1. PMI Facts for MembersAugust 20, 2007 Karen A. Threlkeld, PMP Chapter President

2. Agenda • Overview of PMI Global • Global Volunteer Opportunities • PMI Birmingham Library • Review PMP CCR Transcript • Reporting PDUs • PMI Birmingham Website • Speeches by Candidates • Elections

3. PMI Global • PMI has 240,000 members in over 160 countries • 72 percent of the members live in North America, with 65 percent of the membership in the United States • The Asia Pacific region has nearly 30,000 members • Europe, the Middle East and Africa (EMEA) members number almost 23,000 • There are about 8,000 members in Latin America and Caribbean countries. • Our chapters and specific interest groups (SIGs) are constantly growing as well. Currently, there are 30 SIGs representing a range of industries and 248 chapters internationally.

4. PMI Management Team • Greg Balastrero, CEO • Mark Langley, COO Source: http://www.pmi.org/WhoWeAre/Pages/About-PMI.aspx

5. PMI Board • Linda Vella, PMP, Chair • Philip R. Diab, PMP, Vice Chair • Martin C. VanDerSchouw, PMP, Secretary/Treasurer, Chair of the Performance Oversight Committee • Thomas Walenta, PMP, Chair of the External Relations and Volunteer Involvement Committee • Bruce I. Rodrigues, PMP, Chair of the Strategic Planning and Program Alignment Committee Source: http://www.pmi.org/WhoWeAre/Pages/Board-of-Directors.aspx

6. PMI Board (cont’d) • Fredrick A. Arnold, PMP • Eugene (Gene) Bounds, PMP • Yanping Chen, PMP • Iain Fraser, PMP • Mark Owen Mathieson, PMP • Kathleen Romero, PMP • Katherine J. Shawver, PMP • Karen G. Tate, PMP • Ricardo Viana Vargas, PMP • Al Zeitoun, PMP Source: http://www.pmi.org/WhoWeAre/Pages/Board-of-Directors.aspx

7. PMI Governance • Code of Conduct / Ethics • Confidentiality • Conflicts of Interest • Travel • Electronic Use • Grievance Policy Source: http://www.pmi.org/WhoWeAre/Pages/Governance.aspx

8. PMI Strategic Plan • Core Purpose • To advance the practice, science and profession of project management throughout the world in a conscious and proactive manner. • Envisioned Goal • Worldwide, organizations will embrace, value, and utilize project management and attribute their success to it. Source: http://www.pmi.org/PDF/ap_strategicplan.pdf

9. Strategic Objectives • Stakeholder Intimacy • Strengthen stakeholder loyalty – improve the value to each stakeholder to insure satisfaction one customer at a time. • Provide knowledge and tools with great service – to be viewed by stakeholders as an organization that provides what is needed to practice project management and that is “easy to do business with”. • Demonstrate benefits from project management – provide organizations with demonstrated results of the benefits of project management to support adoption and continuance of project management practices

10. Strategic Objectives • Internal Business Processes • Facilitate innovative thinking and exchange of ideas – broadly drive and facilitate innovative thinking and exchange of ideas about all aspects of project management and related business practices and results. • Provide the means to improve the practice of project management – provide practioners, suppliers and consumers with the means to continuously improve their ability to effectively and efficiently practice project management through knowledge, process, methodologies, tools, techniques and networking opportunities in order to develop themselves and the profession • Develop/enhance mutually advantageous and trusting relationships – PMI will develop/enhance trusting and vibrant relationships, alliances and formal/informal networks in order to influence organizations to adopt and utilize project management or assist in the further development or dissemination of project management knowledge and resources. • Champion project management adoption and maturity – Through advocacy, PMI will improve the process of building and promoting the value of project management as it relates to achievement of strategic business initiatives (organizational results) to decision-makers.

11. Strategic Objectives • Culture & Capabilities • Delivery capabilities focused on achieving and enduring member/customer relationship. • Make leadership excellence a strategic competency – create a model for developing a strategic competency in leadership excellence that would be based on a culture of learning, founded on respect and support for one another. • Make market and business development a strategic competency – create a strategic competency that is focused on identifying and creating new market or business opportunities to meet the evolving and changing needs of stakeholders and the profession.

12. Strategic Objectives • Resources • Leverage resources/investment in the marketplace – PMI will use all available resources (staff, volunteers, $$ and time) to capitalize on opportunities available in marketplace • Maintain financial viability – PMI will maintain financial stability and organizational viability as a foundation to achieve strategic imperatives that advance the profession and provide value to stakeholders.

13. PMI Volunteer Opportunities • 2008 Component Mentor Program • 2008 Component Services MAG • 2008 Leadership Institute Advisory Group • CAPM Examination Developer Volunteer • PMP Examination Developer Volunteer • Program Manager Examination Developer Volunteer • Project Risk Management Exam Developer • Project Schedule Management Exam Developer • The Standard for Portfolio Mgmt Second Edition • The Standard for Program Mgmt Second Edition Source: http://www.pmi.org/GetInvolved/Pages/Grassroots-and-You.aspx, http://www.volunteertools.com/Tools/Opportunities.dll/?SN=61702

14. PMI Birmingham Library • Started in 2005 • Partnership with Shelby County Library System (SCLS) • Books can be requested through any other library system in the state of Alabama • Look up the book information on the SCLS website • Ask your local librarian how to request the book from SCLS • SCLS Website: • http://www.shelbycounty-al.org/

15. Sample of Library Titles • Neal Whitten's no-nonsense advice for successful projects • PMI Project management casebook • Kerzner’s Project management : a systems approach to planning, scheduling, and controlling • PMP Exam Simulation Booklet by Tony Johnson • Passing the PMP Exam : how to take it and pass it by Rudd McGary

16. Continuing Certification Requirements (CCR) Program • CCR Handbook • http://www.pmi.org/PDF/pdc_ccrhandbook.pdf • View Transcript • http://tel.occe.ou.edu/pmi/PMI_Member/PDUlogin.php3 • Report PDUs • http://tel.occe.ou.edu/pmi/PMI_Member/pmiR2.php3

17. CCR Tips • You should periodically check your transcript and keep hardcopies • You (and PMI) are the only ones who can see your transcript. PMI-B Officers cannot help with any transcript discrepancies so you must contact PMI yourself. • PMI will contact you when you get your 60 PDUs but YOU must still apply for recertification yourself. This is not an automatic renewal process. • PMP Recertification cost is $60/member, $150/non-member.

18. PMI-Birmingham Website • Address: • http://www.pmibirmingham.org • New website project will update our look and add new content features • Members only area will be available with a member directory, program handouts, job listings, etc.

19. PMI – Birmingham Board • 9 Officers comprise the Board of Directors • Term for all offices is 2 years! • Terms for President, VP-Finance, VP-Special Projects, VP-Professional Development, and Director-Administration expire in odd years • Terms for VP-Marketing, VP-Membership, VP-Communications, and VP-Programs expire in even years

20. Board Members through 2008 • David Curry, VP-Marketing • Lester Black, VP-Communications • Charlie Boyd, VP-Programs • Sundeep Potluri, VP-Membership

21. Board Members whose Terms expire in 2007 • Greg Byrd, VP-Finance • Darrell Fielder, VP-Professional Development • Gloria Robinson, VP-Special Projects • Tammy Jang, Director - Administration • Karen Threlkeld, President

22. 2007 Elections - Candidates • President • Rick Morris, PMP • Gloria Robinson, PMP • VP-Finance • Tina Artman, PMP • Tammy Jang, PMP • VP-Professional Development • Bruce Armistead, PMP • VP-Special Projects • Pamela Smith, PMP • Director – Administration • Jeff Lether, PMP

23. Election Process • You may submit a paper ballot today • Be sure to include your PMI member # or your ballot will not be counted! • You may submit an online ballot • Due by August 31, 2007 • PMI member # is required • Results will be announced in early September

24. Questions????